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BeginningYear Procedures
Prepare for a smooth start to the new school year with KeepnTrack by going through the following procedures:following these steps.
Clear out old, unused people records so they don't clog your lists and slow things down. Once you navigate to Tools > Utilities > Remove Person Records, there are three common ways to clear out old records. Choose the one that works best for you.: Remove all of your visitors by checking the Exact Classification Selection box. Then make sure that all of the classification types are unchecked. This will only just remove people who are just only visitors. Remove people with an inactive status by selecting Inactive in the Status drop-down menu. Remove people If you use Expiration dates, you can select by expired people and remove thosewho have expired by filling out the Expiration Date selection. The utility will remove everyone who expired during the date range you enter. Also, check the Exact Classification Selection box and the relevant classification(s) so that you don't accidentally remove people with multiple classifications.
Once you have chosen the option(s) that works best for you and made the necessary selections shown above, click Run Utility.
3. Process volunteer applications4. Check your alert preferencesThings change , and people move around . In your KeepnTrack Preferences, go to between school years. That's why it's important to make sure all contact information for alerts is correct. Go to Tools > Preferences > Alerts and double check that the phone numbers and emails listed are the current ones for people who need to be notified. ( If you are alerting alert campus security, you might double-check with them also, want to remind them about KeepnTrack so they remember where these alerts are coming from!)
Test that your printers and scanners are working, so you don’t get caught up in that when the first people walk through the door and can’t get their badges.to make sure they're working correctly. This will prevent problems when people are trying to sign in and get their badges!
7. Train everyone on KeepnTrack Whether you are brand new to KeepnTrack or just need a quick refresher after summer break, it's a good idea to make sure you and your team understand the software workflows and facility policies. In addition to the general Support Center, there are a number of great training resources for both new users and those who just need to brush up: Training and Installation Guides, video tutorials, one-on-one training, and free webinarsBefore running any of the data-changing utilities described in the steps above, create an archive so you have a restore point if something unexpected happens. |
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