TRACKER Unclaimed Property System

All times are central time unless noted.

This is a live group training at the StoneRiver Training Center.

Objective
Basic level course to develop a working knowledge of the features and functions of the StoneRiver TRACKER Unclaimed Property System.

Agenda

• Intro to Unclaimed Property
• Introduction to TRACKER
  - Tables
  - Applying Updates
• Holder Maintenance
• Import Records
• Maintaining Records
  - Group Modify
  - Compress/Repair
• Reports
  - Generating Internal Reports
  - Custom Reporting
  - Data Validation
  - Transaction Log
• Due Diligence
  - Search Letters
  - Barcode Scanning
• State Report Preparation
• Generating State Report
  - Filing Methods
  - Preliminary and Final
  - Filing Formats
  - Single State
  - Multiple States
  - Other report options and formats
• Historical Activities
  - Purge
  - Update Check Numbers
  - Generating Internal Reports
  - Export Historical Records
• Task Scheduler
• Scheduling Processes
• Security & E-mail Notification

Intended Audience
Personnel responsible for filing unclaimed property reports and/or maintaining unclaimed property records; including IT personnel. No prerequisites, basic understanding of unclaimed property and experience with Windows necessary.

Estimated CPE Credit
18 credit hours

Tuition (three day seminar)