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Getting Started Guide

To help you get started quickly with TrackEd 3 we have organised our training under the following categories. This structure is designed to help you get started with the most important information first, then add to your understanding as you get more familiar with the system.  Video Training is also available to complement this information.

Video Training Overview [start here]

Installation and First Imports

If you are using Filemaker Server, you’ll want to use the installation info here.

The first step to using TrackEd is installing Filemaker Pro.  Check here to see which version to use.  Then follow the instructions provided here.

Next, you’ll set up your TrackEd application folder.  The folder will contain files and subfolders defined here.  You will also need to create a folder called “TrackEd_Docs” on your desktop.  Anything you export from TrackEd will be sent there.  Make sure you have all these pieces before you try to start. (more info here)

Finally, double click the TrackEd.fmp12 in your TrackEd application folder.  You are in business and ready to go!  When you open the file, you’ll be taken to the Imports screen to begin setting up your student data.  More info on importing can be found here.

Once you’ve got everything rolling, you may want to add additional users to your system.  You can do that by installing Filemaker on their computers (make sure you have licenses for additional computers).  You’ll also want to add Accounts for your users in the Settings area of TrackEd.  Once you’ve done that, they can start up Filemaker, use “Open Remote” under the File menu, and select the TrackEd file from the list.  (Note that this type of file sharing requires the computers involved to be on the same network.  Some sharing options may need to be toggled.)  Additional users will need a “TrackEd_Docs” folder on their desktop as well.

Getting Familiar with TrackEd

Now that you have Filemaker installed on your computer, you’ve opened the TrackEd file and imported your student data, and you’ve added any additional users, you are ready to put TrackEd to work.

Primarily, you’ll be viewing student data in the “Profile” and “List” areas.  Profile shows one student at a time, in full detail, whereas List views are more of a summary, showing entire cohorts and focusing on specific areas of interest.  Turn on Training Mode to have access to help buttons on most every feature.

To learn more about using TrackEd, see TrackEd OverviewStudent Profile Overview, Student Profile, and Reports Overview.  Or watch our video, Getting familiar with TrackEd.

Process Management with TrackEd

Once you are familiar with what’s available in TrackEd and how to use its basic features, it’s time to think about integrating TrackEd into your school’s regular processes.  Every school is a little different, so TrackEd is most valuable once you figure out how to best make TrackEd work for you.  By keeping your data up-to-date with regular imports, and using TrackEd’s built in reports and data exports, you can greatly reduce the time you spend on repetitive paperwork.

See our video guide to managing processes with TrackEd for ideas, and look through our Process Management section for info on specific processes.

Getting More from TrackEd

By this point you may think you have mastered TrackEd, but wait, there’s more!  You may have noticed that more and more of your team members want access to TrackEd.  Time to check out Deployment Options.  Maybe you’d like more control over some aspects of TrackEd’s behaviour, or you just need to clean up your file a bit.  Head on over to Settings.  Have you thoroughly reviewed all the features TrackEd has to offer?  There may be some you’ve missed.  And with this many reports, probably good to double check that you’ve reviewed them all.

Feel free to check out our videos on this topic as well.

Where do I get support?

Whether you prefer DIY or a human to talk you through it, we’ve got you covered.  Check out these options.

Training Mode

Video Training

How do I get support?


Updated on August 3, 2017

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