All times are central time unless noted.
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 enhance the user’s ability to navigate through key areas of the StoneRiver TRACKER Unclaimed Property System. The course is two hours.
Agenda
The TRACKER Navigation demonstration is not designed to replace the other TRACKER training options, but it is designed to give the casual user a general understanding on how to navigate throughout the TRACKER system. During a Web-based demonstration, we will:
- Navigate from the main screen of TRACKER.
- Access, add, and edit holder information.
- View records in the current and historical databases.
- Explore the various TRACKER tables.
- Understand data mapping and importing concepts.
- Discuss internal and state reports.
- Discuss owner notification options.
- Examine Help menu Options.
- Review various security features within the system.
Intended Audience
Personnel responsible for the day-to-day operation of TRACKER for their company. No prerequisites, basic knowledge of the TRACKER Unclaimed Property System required.
Estimated CPE Credit
2 credit hours
Tuition
$200.00