Hiring the right person for any position can be challenging, but this is especially true for research teams involved in mobile health (mHealth) studies. These projects often require a unique skill set to handle data management and technical hurdles that differ significantly from traditional research support roles. In this article, we explore the necessity of hiring the right technical support person for your research team, and what types of questions you should ask.
This article describes the steps for adding new contacts to the TrackMaster Membership Tracking Tool on SharePoint.
This article describes the steps for adding new users to the TrackMaster Membership Tracking Tool.
This article describes how to sync a calendar from TrackMaster / SharePoint to Outlook.
This article describes the steps for applying filters to any SharePoint list in TrackMaster, and how to save (bookmark) filters for later use.
If you have many records to add to TrackMaster (e.g. your team's contact list or a list of consultations), it is easier to use the Bulk Upload feature. This allows you to upload pre-formatted spreadsheets.
The Groups list in TrackMaster contains configuration for groups of people served by the center, affinity groups, working groups, etc. It contains MCommunity sync settings, and definitions of "communities" (larger collections of people, typically those served by a specific team or core). Group membership can be set in the People list by selecting the specific groups to which a person belongs, or synced automatically from MCommunity. Membership in a group can also be added automatically when a pe
This article describes the steps for duplicating article entries in the publicity list (promotions) in the TrackMaster Membership Tracking Tool on SharePoint.
Every list in SharePoint can be exported to CSV or Excel. Lists can also be connected live to Power BI or Excel via Power Query. This article describes how to export a list from SharePoint to CSV or Excel, and explains how filters work during export.
This article discusses an approach to solve the multi-valued field join problem in SharePoint JDBC using Custom SQL with UNION clauses.
TrackMaster comes with an Announcements section, which is meant for sharing internal newsletters, reminders, staff meeting notes. This ensures these items are always searchable. This article shows how to post an announcement, and optionally email a copy.
One easy option for archiving emails in a HIPAA-compliant manner is by using Microsoft OneNote, which is a product included with Microsoft 365 (Office) licenses. OneNote can also serve as a tool to organize information in sections (tabs) and pages. This article describes how to send emails from Outlook to OneNote.
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 describes how to use the Referrals feature in TrackMaster. Referrals can be used to track hand-offs from one team to another or when a person receiving a service is referred to another team. This helps ensure that someone always follows up with the person receiving the service.
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.
This article describes TrackMaster's components and where they can be found in the navigation menu.
Although lists are customized to include specific fields or look a specific way, the basic functionality is always the same. This article is an overview of basic SharePoint Lists functionality that is applicable to all components of TrackMaster.
This article describes the fields available in TrackMaster, what they are, and where the data comes from.
TrackMaster uses Power Automate for several automated tasks, from keeping the People list up-to-date with data from MCommunity, to getting info from Office 365, to bulk uploads and more. These automations are called "flows" in Power Automate. This article provides a snapshot of all the Power Automate flows that are used by TrackMaster as of the latest version.
All code is available in GitHub at:
https://github.com/DepressionCenter/TrackMaster
Form Customization - Grouping of related columns under a common title
List Customization - Changing the default appearance of lists in SharePoint.