This is a Web-based, group training event. If you wish to earn CPE credit, NASBA requires an individual registration and internet connection for each participant.
Objective
Basic level refresher course to develop or enhance a working knowledge of the data mapping and import functions of the StoneRiver TRACKER Unclaimed Property System. The course is two hours.
Agenda
The importing presentation will take you step-by-step through the data mapping and importing process within TRACKER. During an internet-based demonstration, we will explain how to:
- Determine the resources of the data that need to be imported.
- Prepare files that are in an ASCII file layout, Excel format, or Comma Separated Delimited format.
- Create and define an Excel spreadsheet file mapping prior to import.
- Discuss Overwrite, Update, and Enable Multiple Holder import options.
- Determine how TRACKER identifies duplicate records.
- Discuss the Enable Multiple Holder Import, Overwrite, Update and Field Default options.
- Discuss the Load Report and Load Summary.
- Determine appropriate time to use the Rollback Import.
Intended Audience
Personnel responsible for mapping and importing data into TRACKER for their company. No prerequisites, basic knowledge of the TRACKER Unclaimed Property System required.
Estimated CPE Credit
2 credit hours
Tuition
$200.00