Virtual Compliance Training: Data Assembly in CenTrax NEXT
October 10, 2023 @ 10:00 am - 1:00 pm CDT
This introductory three-part series is designed for new users of the CenTrax NEXT Platform. Much of the training will involve hands-on navigation through the platform, so attendees should have access to the software prior to training.
Day 1 will focus on Data Assembly in CenTrax NEXT; specifically:
* 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)