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P ERFORMANCE TRACKING AND REPORTING (PT rac )

This training session covers the PTrac web-enabled application for entering, storing, and reviewing performance data. Participants will learn how to navigate the PTrac webpage, submit worksheets, and manage user roles. Key prerequisites include an active directory ID and password, as well as a PTrac license. Familiarity with Internet Explorer (IE) version 7 or Firefox is required, as IE8 is not compatible. Troubleshooting tips and a quick start guide are also provided. Prepare to enhance your performance tracking skills in this comprehensive course.

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P ERFORMANCE TRACKING AND REPORTING (PT rac )

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Presentation Transcript

  1. Reviewer PERFORMANCE TRACKING AND REPORTING (PTrac)

  2. Target time for completion 15 -20 MIN

  3. Prior to beginning the course… • Turn ON your speakers • This course contains audio to accompany the slides and video tutorials • Quick Start Guide – http://ifw9wo-cpms1/ibmcognos/TM1Performance/help.html

  4. In this lesson you will learn: • How to navigate to the PTrac webpage • Move from one application to another • Enter comments • How to submit a worksheet

  5. What Rights do I need? • To access PTrac after the training is complete, you will need a valid active directory ID & password, a PTrac license, and your browser should be Internet Explorer Version 7 or Firefox. What is my active directory password and ID? What you use to log in to your computer. Who do I contact for a license? Kevin O’Brien – 703 358-2089 or Kevin_O’Brien@fws.gov How do I know if I have Internet Explorer Version 7? Open IE > Help > About Internet Explorer for version number. How do I access the current list of PTrac license holders? It’s available on the Planning/ABC website – http://ifw9wo-cpms1/ibmcognos/TM1Performance/help.html

  6. Introduction: What is PTrac? • PTrac is a web-enabled application that allows a user to enter, store and review performance data.

  7. External source systems imports PTrac PRS RAPP • Endangered Species • Environmental Contaminants • Habitat Conservation Planning Assistance • Fisheries (FIS) • Refuges Wildlife • Refuges Visitor • Refuges Maintenance

  8. Two types of PTrac users: • Contributors: are those responsible for entering data. • Reviewers: review, accept or reject the entries made by contributors.

  9. Hierarchy:

  10. Timeframes:

  11. Navigation Video Demonstration

  12. Reviewing Data Video Demonstration

  13. Help Menu Video Demonstration

  14. Snapshot to Excel Video Demonstration

  15. Troubleshooting • If pages seem slow to open – The application seems to run faster if you open a new browser each time you access it. • If you cannot see the entire worksheet, you may not have your browser window maximized. Double click on the top bar or click the screen size icon to maximize the worksheet. • Internet Explorer 8 is not compatible with PTrac. Many IE8 users will download Firefox to use the application. • Firefox users may have to clear their cookies and reopen the browser if the PTrac does not open.

  16. In this lesson we have learned: • How to navigate to the PTrac webpage • Move from one application to another • Enter data and comments • How to submit a worksheet

  17. Congratulations!

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