Virtual Compliance Training: Data Assembly in CenTrax NEXT
August 9 @ 10:00 am - 1:00 pm CDT
Join us for a series of 3 day virtual events where we’ll address the main components of the CenTrax NEXT Software.
This series is intended for those users who already have or will be getting CenTrax NEXT installed prior to class, as much of the training will involve navigating through the product.
Areas of focus for this particular session will include:
* CenTrax NEXT learning resources
* Choosing the desired institution and file
* File Manager-creating, selecting institution and file, copying files
* Settings-creating, setting up and editing lookup information, Accounts, Product types, and Branches.
* Settings-Creating/Using User Defined Fields
* Data Pro-creating/maintaining import layouts + all additional tools (CASS certify, Geocode, ReplacePro, DeletePro, Automation Manager, Results)