Learning and Development Private Sharepoint – 006 Sep 23, 2020Learning & Development, Password Protected Content
CallTrax NEXT eLearning Apr 9, 2020CallTrax NEXT, eLearning, Learning & Development Welcome to the eLearning section for CallTrax NEXT. Listed below are modules outlining the various components of the Product. Assembly Overview This module provides a brief overview of the functions of all sections within CenTrax NEXT. Getting Started This module explains information to be set up before working within other sections of CenTrax NEXT. Setup Institutions/Information CenTrax NEXT Settings File Manager Administrator Admin Permissions (Users and Roles) Reports & Managing Dashboard Elements Setups for Analysis This module provides analysis tools such as Institution Groups, Tract Groups/AA’s, and Field Group Manager. Institution Groups Tract Groups/AAs Field Group Manager Bringing Data into the System This module explains various methods for which data may be brought into CenTrax NEXT. Administration/User Defined Fields Data Processing/DataPro Data Processing/Data Conversion Data Entry BISG Lookup Maintenance This module provides an overview of the tools within Lookup Maintenance. Lookup Manager Organization Products Updating Data This module provides an explanation of two methods which may be used to update data. Purpose/Functionality of Manual Geocode Purpose/Functionality of Update Derived Fields Analysis Analyzing Data This module explores the tools used for Data Analysis purposes. Explanation of Field Groups & Field Group Manager Explanation of Output Options (Mapping, Etc.) Filters This module reviews the purpose and functionality of major tools used in filtering. Using the filtering tools Navigation through filter workspace Using Fast Filters/Three Step Filters Mapping This module provides an explanation of how to create maps and map examples. Preliminary steps needed to create maps How to create maps Examples of two types of maps Action Exam Tables This module provides an overview of the exam tables focusing on the following areas: Navigation Purpose Uses Dashboard This module provides an overview of the dashboard focusing on the following areas: How to add, manage, and customize Dashboards How to select Dashboard Reports Reports This module serves as a resource for reporting functions, as well as HMDA, CRA and Fair Lending Report explanations, applications, and examples. Understanding how roles and permissions affect reports How to run, select, filter, edit, save and customize reports An overview of HMDA, Fair Lending, and CRA reports HMDA & CRA Submission Filing This module provides an overview of the HDMA & CRA Submission filing process focusing on the following areas: Setup Submission Procedures Utilizing the Filing Wizard Common HMDA and CRA Exceptions HMDA Submission Procedures CRA Submission Procedures
CallTrax NEXT Processes & Procedures Apr 9, 2020CallTrax NEXT, Learning & Development, Processes & Procedures Help Videos NAMEDESCRIPTIONWRITTEN PROCEDURESVIDEO PULLING A STANDARD REPORT This short video walks through the steps for viewing a standard report. EDITING A STANDARD REPORT This short video walks through the steps to edit a standard report. BUILDING DASHBOARDS This short video walks through the steps for building dashboards. FILTERING This short video walks through filtering data. CAMPAIGN TRACKING REPORTS This short video walks through building campaign tracking reports. BUILDING A GRID REPORT This short video walks through building a grid report. BUILDING A GRAPH REPORT This short video walks through building a graph reports. Supporting DocumentationMarquis NEXT Report Overview This document provides an overview on the reports available within the portal. CLICK TO OPENMarquis NEXT Report Functions & Operators This document provides detail on the report functions and operators available. CLICK TO OPEN
CallTrax NEXT Apr 9, 2020Learning & Development CallTrax NEXT Processes & ProceduresCallTrax NEXT eLearning