The webinar covers best practices for supporting new users of the Apricot software. One key feature discussed is the Record Audits tool, which allows administrators to see which users are logging in to the system. By filtering the Record Audits by "user logged in" and date range, admins can identify which team members need reminders to log in regularly and enter data. This helps establish good habits and ensures consistent data entry across the organization.
The webinar also explores using Record Audits to troubleshoot issues with missing data. Admins can utilize filters like "record created," "record modified," "record archived," and "program added" to determine the status of a record - whether it was saved, changed, removed, or assigned to a different program. This provides valuable insights to resolve data discrepancies. Additionally, the Archive Records tool allows admins to clean up testing or training data, remove duplicates, and correct inaccurate entries, ensuring data integrity in reports and analysis.
Supporting New Users; A Best Practice Guide Presentation Slides
