Overview of TrackMaster: Membership Tracking Tool for U-M Centers and Institutes

Summary

TrackMaster is a membership tracking tool for University of Michigan and Michigan Medicine centers and institutes. Built by students in the ITS Summer Internship for the Eisenberg Family Depression Center, it allows centers to better support their members, manage their teams' work, and report on metrics that measure center's progress towards their mission.

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Details

Introduction

TrackMaster is a people and metric management tool for U-M centers and departments. It provides:

  • centralized access to information on members, prospective members, vendors, center staff, and other stakeholders.
  • ability to record and track service utilization.
  • referrals to services and membership.
  • reports for key center metrics.
  • tools for collaboration between center staff.

TrackMaster, by democratization of information, will enable teams to:

  • increase understanding of stakeholders.
  • manage relationships more effectively.
  • understand usage of current offerings.
  • identify service or resource gaps.

 

Architecture

TrackMaster primarily utilizes SharePoint Online as a web platform. However, TrackMaster brings together information that is scattered on many other systems throughout the University of Michigan.

  • SharePoint Online. The main interface to the application, containing custom lists, edit forms, and collaboration tools.
  • Power Automate. Used for automating many tasks such as determining center membership based on information from MCommunity groups, performing automated data cleaning tasks, sending bulk emails to members, and performing basic administrative tasks.
  • Tableau. Used for reporting and visualizations, connecting SharePoint data with data from specific Oracle databases such as Michigan Research Experts' Publications Data and eResearch grants and awards data (future).
  • Python / Power Automate Desktop. Due to tight security restrictions working in a healthcare IT environment, certain scripts and tools are needed to automate moving data. For example, a Python script or Power Automate Desktop script can be used for exporting U-M MCommunity group members to files that Power Automate cloud can process inside the Michigan Medicine environment.
  • MCommunity. Used as the source of truth for group and center memberships.
  • Michigan Medicine Groups. Used for access control when deployed to the Michigan Medicine Office 365 environment. Not needed when deployed to the University of Michigan Office 365 environment.
  • Depression Center Knowledge Base. This knowledge base, which runs on TeamDynamix, is used for documentation.
  • GitHub. Version control for all code and automation scripts.

 

Notes

Recognition

huge thank you to the ITS Summer Internship team who created TrackMaster for the Eisenberg Family Depression Center! The project team includes:

Amit Nyamagoudar - anyamag@umich.edu
Avinash Singh - singhav@umich.edu
Nivethaa Srijayanthi Ravichandran - nivethaa@umich.edu
Reed McAlpin - rmcalpin@umich.edu
Taha Abbas - tahaa@umich.edu

 

Resources

 

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Details

Article ID: 10614
Created
Wed 8/9/23 5:44 PM
Modified
Mon 4/22/24 5:34 PM
Author(s)
Gabriel Mongefranco
Victoria Bennett
Code Repository
GitHub Code Repository URL

Related Articles (7)

This article describes the steps for adding new users to the TrackMaster Membership Tracking Tool.
This article discusses an approach to solve the multi-valued field join problem in SharePoint JDBC using Custom SQL with UNION clauses.
This document presents three different sync approaches between MCommunity and SharePoint Lists that work within the security restrictions of Office 365 and Power Automate, including Microsoft's default Data Loss Prevention (DLP) policy which restricts calling 3rd-party APIs directly.
This article explains the Get Items action in detail, and provides several tips and tricks for filtering data from SharePoint to make Power Automate flows faster by reducing the amount of data being retrieved and leveraging SharePoint's index.
List Customization - Changing the default appearance of the list
Overview of PowerAutomate flows used by the TrackMaster Membership Tracking tool.
All code is available in GitHub at: https://github.com/DepressionCenter/TrackMaster
Form Customization - Grouping of related columns under a common title