TrackMaster Data Dictionary

TrackMaster SharePoint-Lists data-dictionary

Summary

This article describes the fields available in TrackMaster, what they are, and where the data comes from.

Lists and Libraries

Click on a list name to expand detailed information.

Appointing Departments and Schools

Description:

A list of standardized, top-level departments, colleges, and schools, used for reporting and filtering purposes. The values in this list are used throughout TrackMaster, in particular the People list, as drop-down menu options.
Custom List.

Fields:

Field Name	Description	Choices
Attachments	Relevant attachments (any file type).
Campus	The university campus for this school or college.
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Department	(Required) The standardized name of this appointing department. Typically, this is a top-level department (one level below a school or college), without prefixes or abbreviations. This value is not always the official department name in the system, but rather a shorter, manually-entered name used for reporting purposes.
Department Display Name	Auto-calculated, concatenated column to show in other lists. Do not update manually.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
School	The University of Michigan school, college, or appointing institute to which this department belongs. Currently, only two specific institutes have the same full faculty appointing power as colleges and institutes.

Automation Requests

Description:

Backend for bulk uploads and automated tasks. This list is used to trigger, track, and notify users of different automations. For system use only. Important: Do not add items to this list directly. Doing so may break things and corrupt data. Only use via the Bulk Uploads and Automations section.
Custom List.

Fields:

Field Name	Description	Choices
Attachments	Relevant attachments (any file type).
Automation Type	Select the type of automation you would like to run.	Add People in bulk by copying and pasting UniqNames Add or update People in bulk using a spreadsheet Assign a Primary Investigator to multiple people Update multiple People using MCommunity and Office 365 Add event registrants to existing event Add event attendees to existing event Add event speakers to existing event Add event summaries in bulk using a spreadsheet Sync Group members for a specific group Sync Programs to Events Calendar
ConfirmEventAttendanceUpload	(Required) Checkbox used to identify that a specific automation is being selected, without actually selecting it from the drop-down. This is needed for automations that are linked to from within the navigation menu.
ConfirmEventRegistrationUpload	(Required) Checkbox used to identify that a specific automation is being selected, without actually selecting it from the drop-down. This is needed for automations that are linked to from within the navigation menu.
ConfirmPeopleUpload	(Required) Checkbox used to identify that a specific automation is being selected, without actually selecting it from the drop-down. This is needed for automations that are linked to from within the navigation menu.
ConfirmPIAssignment	(Required) Checkbox used to identify that a specific automation is being selected, without actually selecting it from the drop-down. This is needed for automations that are linked to from within the navigation menu.
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Default Contact Type	If a contact is not already in the People list, it will be created automatically using this contact type as needed.	Member Prospective Member Alumni Community Partner EFDC Leadership EFDC Staff Peer-to-Peer Partner U-M Communication Contact U-M External Partner U-M Partner U-M Staff Undergraduate Student Vendor Other
Event	The Event Summary to use in this automation, if applicable. References: Event Summary - Event Title
Flow Environment	The hosting environment or server instance used for running this automation. References: Automations List - Flow Environment Sources: Power Automate
Flow ID	The internal ID of this automation. References: Automations List - Flow ID Sources: Power Automate
Flow Instance Link	Link to the log of this flow in the automation system (e.g. PowerAutomate or iPaaS). Sources: Power Automate
Flow Name	The name of the flow used. References: Automations List - Flow Name Sources: Power Automate
Group	Select a group. References: Groups List - Group Name
Group:MCommunity Group	The MCommunity group e-mail address associated with the Group that was selected for this automation (automatic). References: Groups List - MCommunity Group
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
List of Users	Enter a list of UniqNames or e-mail addresses separated by commas, or one per line.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Override Participants	For events and consultations only: when checked, existing participants are overridden (recipients, attendees, registrants, etc., depending on the automation selected).
PI	The Primary Investigator to use in this automation, if applicable. References: People - Full Name
Status	(Required) The current status of this automation request. Do not edit manually.	Submitted Running Finished Canceled
Submission	(Required) The title of this submission. This value is auto-generated after submitting the automation request form.
Submission Form	The custom form that was submitted. This field is based on Confirmation checkboxes, and is used to determine what flow to run.
Template	Paste your document or email here to use as a template. Available fields: [FIRSTNAME], [LASTNAME], [FULLNAME], [PI], [CENTERNAME].

Automations List

Description:

List of automations in Power Automate and TDX iPaaS. This list is updated automatically every night. Administrators can run flow manually as needed, and can use this list as a reference to see dependencies so they can now which SharePoint lists or which other flows would be affected by a change to a flow.
Custom List.

Fields:

Field Name	Description	Choices
Active	Indicates whether this flow is active (turned on).
Attachments	Relevant attachments (any file type).
Automation System	(Required) The system used to create this flow.	PowerAutomate TDX iPaaS PHP Other
Code	Code for this flow, if available. This is typically formatted as JSON. Sources: Power Automate
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Flow Description	A short description of what this automation does. Sources: Power Automate
Flow Environment	The ID of the environment to be used in URLs. Sources: Power Automate
Flow ID	(Required) The ID of the flow. Sources: Power Automate
Flow Type	(Required) The type of flow, usually the same as the type of trigger. Sources: Power Automate	Event-based Manual Scheduled Subroutine Webhook Other
Flow URL	The URL that can be used for launching this flow.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Notes	Additional notes, comments, links, or important remarks.
SharePoint Lists Used	List of SharePoint Lists that this flow uses. Sources: Power Automate; SharePoint
Sub Flows Used	Child flows used by this flow. Sources: Power Automate
Title	The name or title of this automation.

Event Summary

Description:

Tracks events hosted by the center. Includes public details such as a summary, description, and event recording link, as well as private information for reporting purposes such as number of registrants and attendees.
Custom List.

Fields:

Field Name	Description	Choices
# Attendees	The approximate number of attendees, including walk-ins, guests, and those joining by phone.
# Registrants	The approximate number of pre-registered participants, excluding walk-ins.
Attachments	Relevant attachments (any file type).
Attendees	List of even attendees, if available. References: People - Full Name
Calculate Totals Automatically?	If checked, the # of registrants and # of attendees will be auto-calculated using their corresponding columns. If unchecked, you can specify a value manually and it will not get overridden.
Center Expenses	The total internal cost (expenses that come from the center's budget). This excludes any portions paid by others.
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Event Date	(Required) The date when the event occurred.
Event Description	The public description or summary for this event.
Event Location	The physical location of the event, if applicable.
Event Recording	Link to video recording (or playlist), if available. For individual videos, use the video's "Share" button to get the link. For playlists, right-click "Play All" and copy the link.
Event Title	(Required) (Required) The title of the event. This value must be unique. For repeating events, use the title of the event series followed by the date to make this value unique.
Event Webpage	The URL to the webpage or announcement for the event.
Event Year-Month	The event date formatted as "yyyy-mm mmmm" (e.g. 2025-01 January, 2026-12 December). This field can be used to facilitate sorting.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Notes	Additional notes, comments, links, or important remarks.
Populations	The population focus for this event, from the center's pre-defined taxonomy.	Adolescents - Teens American Indian - Native American - Alaska Native Asian - Asian American Athletes Black - African American Children - Infants College Students Hispanic - Latinx Immigrants - Refugees - Undocumented Migrants Low Income - Socioeconomically Disadvantaged Low Literacy - Numeracy Maternal - Perinatal - Postpartum Men Menopausal - Postmenopausal Middle Eastern Middle Eastern - North African - Arab American Military Service Members and Veterans Non-Human Animal Studies Older Adults Pacific Islander Persons with Disabilities Rural Populations Schools - Students - K-12 Sexual and Gender Minorities - LGBTQIA+ Underserved Urban Populations Veterans Women Workforce / Behavioral Health Professionals Workforce / Employees Workforce / Healthcare Professionals Workforce / Interns Workforce / Migrant Farm Workers Workforce / Shift Workers
Program	The program to which this event belongs, for reporting purposes. References: Programs and Offerings - Title
Registrants	List of people who pre-registered for the event, excluding walk-ins. References: People - Full Name
Research Areas	The research area focus for this event, from the center's pre-defined taxonomy.	Aging and Life Course Alzheimer's Disease - Dementia - Neurocognitive Disorders Anxiety Disorders Artificial Intelligence - Machine Learning Attention Deficit Hyperactivity Disorder - Attention Deficit Disorder Behavioral Health Integration - Collaborative Care Bioinformatics Biomarkers Bipolar Disorders Circadian Biology Computational Psychiatry Digital Health Eating Disorders Emotion Epidemiology Genomics Grief and Bereavement Health Informatics Learning Disabilities - Developmental Delays Mental Health Disparities and Equity Mental Health Implementation Science Mental Health Program Evaluation Natural Language Processing Obsessive Compulsive Disorders Other Pain Personality and Personality Disorders Postpartum Depression Precision Health Quality Improvement Resilience - Psychological Well-Being Schizophrenia - Psychosis - Psychotic Disorders School Mental Health Sleep - Sleep Disorders Social Determinants of Health Substance Abuse - Substance Misuse - Addiction Suicide and Suicide Prevention Telehealth Trauma and Stress-Related Disorders Treatment-Resistant Depression Workplace Mental Health - Burnout Medical Comorbodities / Cancer - Psycho-Oncology Medical Comorbodities / Cardiovascular Conditions Medical Comorbodities / Diabetes Medical Comorbodities / Stroke Mental Health Policy / Access to Care Mental Health Policy / Delivery and Utilization of Care Mental Health Policy / Equity and Disparities in Health and Healthcare Mental Health Policy / Health Insurance and Payment - Financing Mental Health Policy / Integrative Care and Treatment Mental Health Policy / Prevention Mental Health Policy / Promotion Mental Health Policy / Quality Mental Health Treatments - Interventions / Adaptive Interventions Mental Health Treatments - Interventions / Brain Stimulation Therapies - Neuromodulation Mental Health Treatments - Interventions / Chronic Disease Management Mental Health Treatments - Interventions / Cognitive Behavioral Therapy Mental Health Treatments - Interventions / Community-Based Interventions Mental Health Treatments - Interventions / Exposure-Based Behavioral Therapies Mental Health Treatments - Interventions / Mindfulness Mental Health Treatments - Interventions / Peer-Based Interventions Mental Health Treatments - Interventions / Pharmacology Mental Health Treatments - Interventions / Psychosocial Intervention Mental Health Treatments - Interventions / Public Health Campaigns Mental Health Treatments - Interventions / Self-Management - Self-Help Mental Health Treatments - Interventions / Training Mental Health Treatments - Interventions / Treatment Development Mental Health Treatments - Interventions / Treatment Response Neurobiology - Neuroscience / Behavioral and Systems Neurobiology - Neuroscience / Clinical Neurobiology - Neuroscience / Cognitive Neurobiology - Neuroscience / Computational Neurobiology - Neuroscience / Developmental Neurobiology - Neuroscience / Molecular and Cellular Neurobiology - Neuroscience / Sensory Prevention - Early Detection / Screening and Assessments
Research Methodologies and Applications	The research methodology and applications focus for this event, from the center's pre-defined taxonomy.	Causal Inference Community-Based Participatory Research (CBPR) Computational Biology Ecological Momentary Assessment Ethnography Just-in-time Adaptive Interventions (JITAI) Magnetic Resonance Imaging (MRI) / Other Imaging Mixed Methods Research Mobile Technologies and Other Digital Health Other Research Methodologies Program Evaluation Artificial Intelligence and Machine Learning / Natural Language Processing Artificial Intelligence and Machine Learning / Neural Networks Qualitative Research Methods / Day Reconstruction Qualitative Research Methods / Diary Studies Qualitative Research Methods / Dyad Interviewing Qualitative Research Methods / Focus Groups Qualitative Research Methods / Individual Interviewing Qualitative Research Methods / Micro-Randomized Trials (MRT) Qualitative Research Methods / Observational Studies Qualitative Research Methods / Quantitative Research Methods Qualitative Research Methods / Randomized Control Trials (RCT) Qualitative Research Methods / Randomized Trial Designs Qualitative Research Methods / Secondary Data Qualitative Research Methods / Sequential Multiple Assignment Randomized Trials (SMART) Qualitative Research Methods / Survey Measurement Qualitative Research Methods / Survey Tool Design
Shared Folder	Link to the shared folder or shared drive where event files are stored (e.g. agenda, program, slides, etc.)
Speakers or Presenters	List of presenters / speakers. References: People - Full Name
Total Cost	The total cost incurred to host this event, including the center's and other's portions.
Vendors	List of vendors used in this event. Must exist in the People list first. References: People - Full Name

EFDC Calendar (Shared Calendar)

Description:

Center and Team events and activities.
Built-In List.

Fields:

Field Name	Description	Choices	Data Source

Groups List

Description:

Configuration for groups of people, MCommunity sync settings, and definitions of "communities" (larger collection of people, typically those served by a specific team or core). Groups with the "Sync" box checked, and marked as "Active", have their members automatically synced from MCommunity. Note that a center membership group is required for TrackMaster to function properly. Its name and internal ID must be entered into Power Automate environment variables.
Custom List.

Fields:

Field Name	Description	Choices
Active	Indicates whether this record is active (enabled). Inactive records are hidden by default, and are not used in any automations.
Attachments	Relevant attachments (any file type).
Auto-Add Program Participants and Recipients	If set, recipients of this program, including consultations and events, will be automatically added to this group. References: Programs and Offerings - Title
Auto-Add Consultation Recipients by Team	If set, it will automatically add people who have received consultations from the teams specified. References: Teams - Team Name
Calendar	A link to this group's events calendar.
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Description	A short description of this group and its purpose.
GitHub	A link to this group's GitHub or GitLab repo. You can enter the full URL (e.g. https://github.com/DepressionCenter) or just the @ name (e.g. @DepressionCenter).
Group Drive	The shared drive used by this group, if applicable.
Group Leader	Primary team member who leads or facilitates this group. References: People - Full Name
Group Leader Email	The email address of the primary contact for this group. This value is used for notifications about certain group sync events and/or errors (automatic). References: People - Email
Group Members	Link to view all members of this group in the People list.
Group Name	(Required) The name or title of this group. This value is used in drop-downs in other lists. It does not necessarily have to be the same as the group name in MCommunity, MS Teams or Office 365.
Group WebPage	The web page for this group, if applicable.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
MCommunity Group	The MCommunity group email address, if applicable (e.g. mycenter.members@umich.edu). This email address is used to keep MCommunity group members in sync with the People list, as long as the Sync flag is checked.
Meeting Schedule	On what days does this group regularly meet?
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Notes	Additional notes, comments, links, or important remarks.
Program	For affiliate groups, the primary program that runs them. References: Programs and Offerings - Title
Slack	A link to this gorup's Slack workspace.
Sync	(Required) If checked, this item will be kept in sync with MCommunity and/or MS Teams automatically.
Teams Account	The MS Teams account for this group, if applicable. Only accounts on the same environment as TrackMaster can be used (e.g. Michigan Medicine).

People

Description:

The People list is at the heart of TrackMaster. It contains contact information for members, prospective members, and others. Internal (U-M) contacts are automatically updated using MCommunity and Office 365.
Custom List.

Fields:

Field Name	Description	Choices
Active	Indicates whether this record is active (enabled). Inactive records are hidden by default, and are not used in any automations. Sources: MCommunity - Affiliations; Active Directory - Enabled; Office 365 - MS Teams - Enabled; Office 365 - SharePoint - Enabled
Appointing Department	Appointing or primary department, used for center-wide reporting (automatic). References: Appointing Departments and Schools - Department
Appointing Department (Full)	Appointing or primary department, used for center-wide reporting. References: Appointing Departments and Schools - Department Display Name
Attachments	Relevant attachments (any file type).
Bluesky	Bluesky profile handle or URL. Sources: MCommunity - Web Links
Business Phone	Business or main office phone number. Sources: MCommunity - Phones (1st)
Center Member	Is this person a member of this Center or Institute? Sources: MCommunity - Groups - Member Of
Center Membership Join Date	The date when this person became a member. This field is set manually or when a person is added to the membership group.
City	City, district or municipality.
Company	Company or organization. For P2P, this is typically the school district.	See full data dictionary.
Contact Type	(Required) Type of contact (e.g. member, prospective member, staff, student). Sources: MCommunity - Job Title; Mcommunity - Groups - Member Of; MCommunity - Departments (1st); MCommunity - Affiliations	Member Prospective Member Alumni Community Partner EFDC Leadership EFDC Staff Peer-to-Peer Partner U-M Communication Contact U-M External Partner U-M Partner U-M Staff Undergraduate Student Vendor Other
Country/Region	Country or region.
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Credentials	Professional credentials (e.g. M.D., Ph.D.), separated by commas.
Department (MCommunity)	Primary department. For internal contacts, this value is updated automatically from MCommunity. Sources: MCommunity - Departments (1st)
Depression Center Profile	For members only, this is the URL to their profile page on the center's website.
Earned Media?	Indicates whether this person has ever earned media coverage for their professional work.
Email	Email address, which defaults to the user's U-M level 1 email (@umich.edu) unless overridden by the Preferred Email field. Sources: MCommunity - UniqName; Office 365 - MS Teams - Email
External Profile	External profile page. For members, use the profile page from the appointing department. Sources: MCommunity - Web Links
External Speaker?	Indicates whether this person can be or has been considered for a speaking engagement or presentation outside of University of Michigan. For external contacts, it indicates whether they can be or have been speakers at U-M events.
Facebook	Facebook profile. Sources: MCommunity - Web Links
Fax Number	Office fax number.
First Name	First name(s) (surname). If not entered manually, the system will extract this value from the Full Name field or from MCommunity. Sources: MCommunity - Name; Office 365 - MS Teams - Surname; Office 365 - SharePoint - Surname
Full Name	Full name, required only for non-UM contacts. For UM contacts, leave blank to auto-populate. Sources: MCommunity - Name; Office 365 - MS Teams - Given Name; Office 365 - SharePoint - Given Name
GitHub	A link to this person's GitHub or GitLab profile. You can enter the full URL (e.g. https://github.com/gabrielmongefranco) or just the @ name (e.g. @GabrielMongefranco). Sources: MCommunity - Web Links
Group Membership	List of groups in which this user is a member. Groups can be configured in the Groups List. References: Groups List - Department
Has Attended Events	Indicates whether this person has ever attended events hosted by this center. This value can be set manually, or if empty, it is set when an Event Summary is added that includes this person as a registrant, attendee or speaker.
Has Received Services	Indicates whether this person has ever received services from this center. This value can be set manually, or if empty, it is set when Service History is added for this person as the recipient.
Home Phone	Home phone number.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Internal speaker?	Indicates whether this person can be or has been considered for a speaking engagement or presentation at a University of Michigan event.
Job Rank	For members and prospective members, the condensed job title to use for reporting purposes. Sources: MCommunity - Job Title; Office 365 - MS Teams - Job Title; Office 365 - SharePoint - Job Title	Learner Research Fellow Assistant Professor Assistant Research Investigator Assistant Research Scientist Clinical Assistant Professor Collegiate Assistant Professor Research Assistant Professor Associate Professor Associate Research Investigator Associate Research Scientist Clinical Associate Professor Collegiate Associate Professor Research Associate Professor Clinical Professor Collegiate Professor Research Investigator Research Professor Research Scientist Emerita Emeritus Professor
Job Title	The person's current job title. For internal contacts, this is set automatically from MCommunity whenever possible. Sources: MCommunity - Job Title; Office 365 - MS Teams - Job Title; Office 365 - SharePoint - Job Title
Last Event Attendance Date	The date when this person last attended an event hosted by this center. It can be set manually, or if left blank, it is auto-calculated based on Event Summary entries that include this person as a registrant, attendee or speaker. Sources: TrackMaster - Event Summary - Event Date
Last Name	Last name(s) (family or given name). If not entered manually, the system will extract this value from the Full Name field or from MCommunity. Sources: MCommunity - Name; Office 365 - MS Teams - Given Name; Office 365 - SharePoint - Given Name
Last Service Date	The date when this person last received a service. It can be set manually, or if left blank, it is auto-calculated based on service (engagement) history. Sources: TrackMaster - Consultations - Date
LinkedIn	LinkedIn profile. Sources: MCommunity - Web Links
Mailing Address	Full mailing address. Sources: MCommunity - Addresses (1st); Active Directory; Office 365 - SharePoint
MCommunity Role	The type of record in MCommunity, if any. Sources: MCommunity - Affiliations	Alumni Faculty and Staff Retiree Sponsored Affiliate Student Graduate Student None
Michigan Experts	Michigan Experts Profile ID or URL. Sources: MCommunity - Web Links; Medical School Data Warehouse - Michigan Research Experts
Mobile Phone	Mobile phone number. Sources: MCommunity - Phones (2nd)
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Notes	Additional notes, comments, links, or important remarks.
ORCiD	Open Researcher and Contributor ID (ORCiD) or URL. Sources: MCommunity - Web Links; Medical School Data Warehouse - Michigan Research Experts
Population Focus	The population focus for this investigator, from the center's pre-defined taxonomy.	Adolescents - Teens American Indian - Native American - Alaska Native Asian - Asian American Athletes Black - African American Children - Infants College Students Hispanic - Latinx Immigrants - Refugees - Undocumented Migrants Low Income - Socioeconomically Disadvantaged Low Literacy - Numeracy Maternal - Perinatal - Postpartum Men Menopausal - Postmenopausal Middle Eastern Middle Eastern - North African - Arab American Military Service Members and Veterans Non-Human Animal Studies Older Adults Pacific Islander Persons with Disabilities Rural Populations Schools - Students - K-12 Sexual and Gender Minorities - LGBTQIA+ Underserved Urban Populations Veterans Women Workforce / Behavioral Health Professionals Workforce / Employees Workforce / Healthcare Professionals Workforce / Interns Workforce / Migrant Farm Workers Workforce / Shift Workers
Preferred Email (Override)	Preferred email address. Only needed for External Contacts or to manually override an @umich.edu address.
Primary PI	The primary principal investigator that this study team member works under. For PIs, leave this field blank. References: People
Primary Team Engagement	For team members, this is their primary team. For all other contacts, this is the team that maintains the relationship with this person, if applicable. References: Teams
Referral Source	The person, core, team, vendor or website that referred this person to the center. Typically this would be the first core or team that provided a service to this person.
Research Area Focus	The research area focus for this investigator, from the center's pre-defined taxonomy.	Aging and Life Course Alzheimer's Disease - Dementia - Neurocognitive Disorders Anxiety Disorders Artificial Intelligence - Machine Learning Attention Deficit Hyperactivity Disorder - Attention Deficit Disorder Behavioral Health Integration - Collaborative Care Bioinformatics Biomarkers Bipolar Disorders Circadian Biology Computational Psychiatry Digital Health Eating Disorders Emotion Epidemiology Genomics Grief and Bereavement Health Informatics Learning Disabilities - Developmental Delays Mental Health Disparities and Equity Mental Health Implementation Science Mental Health Program Evaluation Natural Language Processing Obsessive Compulsive Disorders Other Pain Personality and Personality Disorders Postpartum Depression Precision Health Quality Improvement Resilience - Psychological Well-Being Schizophrenia - Psychosis - Psychotic Disorders School Mental Health Sleep - Sleep Disorders Social Determinants of Health Substance Abuse - Substance Misuse - Addiction Suicide and Suicide Prevention Telehealth Trauma and Stress-Related Disorders Treatment-Resistant Depression Workplace Mental Health - Burnout Medical Comorbodities / Cancer - Psycho-Oncology Medical Comorbodities / Cardiovascular Conditions Medical Comorbodities / Diabetes Medical Comorbodities / Stroke Mental Health Policy / Access to Care Mental Health Policy / Delivery and Utilization of Care Mental Health Policy / Equity and Disparities in Health and Healthcare Mental Health Policy / Health Insurance and Payment - Financing Mental Health Policy / Integrative Care and Treatment Mental Health Policy / Prevention Mental Health Policy / Promotion Mental Health Policy / Quality Mental Health Treatments - Interventions / Adaptive Interventions Mental Health Treatments - Interventions / Brain Stimulation Therapies - Neuromodulation Mental Health Treatments - Interventions / Chronic Disease Management Mental Health Treatments - Interventions / Cognitive Behavioral Therapy Mental Health Treatments - Interventions / Community-Based Interventions Mental Health Treatments - Interventions / Exposure-Based Behavioral Therapies Mental Health Treatments - Interventions / Mindfulness Mental Health Treatments - Interventions / Peer-Based Interventions Mental Health Treatments - Interventions / Pharmacology Mental Health Treatments - Interventions / Psychosocial Intervention Mental Health Treatments - Interventions / Public Health Campaigns Mental Health Treatments - Interventions / Self-Management - Self-Help Mental Health Treatments - Interventions / Training Mental Health Treatments - Interventions / Treatment Development Mental Health Treatments - Interventions / Treatment Response Neurobiology - Neuroscience / Behavioral and Systems Neurobiology - Neuroscience / Clinical Neurobiology - Neuroscience / Cognitive Neurobiology - Neuroscience / Computational Neurobiology - Neuroscience / Developmental Neurobiology - Neuroscience / Molecular and Cellular Neurobiology - Neuroscience / Sensory Prevention - Early Detection / Screening and Assessments
Research Methodologies and Applications	The research methodology and applications focus for this investigator, from the center's pre-defined taxonomy.	Causal Inference Community-Based Participatory Research (CBPR) Computational Biology Ecological Momentary Assessment Ethnography Just-in-time Adaptive Interventions (JITAI) Magnetic Resonance Imaging (MRI) / Other Imaging Mixed Methods Research Mobile Technologies and Other Digital Health Other Research Methodologies Program Evaluation Artificial Intelligence and Machine Learning / Natural Language Processing Artificial Intelligence and Machine Learning / Neural Networks Qualitative Research Methods / Day Reconstruction Qualitative Research Methods / Diary Studies Qualitative Research Methods / Dyad Interviewing Qualitative Research Methods / Focus Groups Qualitative Research Methods / Individual Interviewing Qualitative Research Methods / Micro-Randomized Trials (MRT) Qualitative Research Methods / Observational Studies Qualitative Research Methods / Quantitative Research Methods Qualitative Research Methods / Randomized Control Trials (RCT) Qualitative Research Methods / Randomized Trial Designs Qualitative Research Methods / Secondary Data Qualitative Research Methods / Sequential Multiple Assignment Randomized Trials (SMART) Qualitative Research Methods / Survey Measurement Qualitative Research Methods / Survey Tool Design
School Affiliation	Primary U-M School affiliation, or P2P school, if applicable. Sources: MCommunity - Departments (1st college/school)	See full data dictionary.
Scopus	Scopus ID (for researchers). Sources: MCommunity - Web Links; Medical School Data Warehouse - Michigan Research Experts
State/Province	State, province, or district.	See full data dictionary.
Teams Account	The MS Teams account for this person, if applicable. Only accounts on the same environment as TrackMaster can be used (e.g. Michigan Medicine). Sources: Active Directory; Office 365 - MS Teams; Office 365 - SharePoint
UniqName	(Required) U-M UniqName (user id), or email address for non-UM contacts.
Website	Link to this person's professional website or lab website. For members, this value is typically displayed in member profile pages. Sources: MCommunity - Web Links
X (Twitter)	A link to this person's X (Twitter) profile. You can enter the full URL (e.g. https://twitter.com/catygo_sleep) or just the @ name (e.g. @cathygo_sleep). Sources: MCommunity - Web Links
📷	URL to profile picture, either from a file attached to this item or from an allowed domain (dc.org, umich.edu, AWS). When set, this picture takes prescedence over MS Teams and MCommunity profile pictures in certain places, such as the Full Name field (which is formatted to display a picture next to the name). Sources: MCommunity - Custom Photo; Office 365 - MS Teams - User Photo

Programs and Offerings

Description:

A list of top-level programs and primary offerings at this center. All services, events, and many other activities are reported under a specific program from this list. This is a primary field for reporting.
Custom List.

Fields:

Field Name	Description	Choices
Attachments	Relevant attachments (any file type).
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Description	A short description of the program or offering.
Documents	Link to the document library or shared drive for this program or offering.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Primary Team	The team that is primarily responsible for executing the program. References: Teams - Team Name
Program Manager	The person responsible for the success of this program. References: People - Full Name
Title	(Required) Program name or title of the offering.
Webpage	A link to the program's public webpage.

Publicity

Description:

Tracks any promotions and publicity done on behalf of members, such as news articles about a study, or social media posts regarding key findings on a publication.
Custom List.

Fields:

Field Name	Description	Choices
Attachments	Relevant attachments (any file type).
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Date of Promotion	The date when this work was first promoted by the center.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Notes	Additional notes, comments, links, or important remarks.
Program	If applicable, the program or offering related to this promotion. References: Programs and Offerings - Title
Promotion Channel	The channel(s) used for promoting this piece.	De-Brief In Focus Facebook LinkedIn Michigan IT News Michigan Medicine Headlines X (Twitter) Other
Researcher	(Required) The primary investigator or co-investigators of the study, publication or project that is being promoted. If there are several co-investigators, create this entry with the one PI first, then right click on this item and run the automation to duplicate it for the other co-investigators. References: People - Full Name
Researcher Email	The e-mail address of the investigator (automatic). References: People - Email
Researcher Job Title	The job title of the investigator (automatic). References: People - Job Title
Researcher UniqName	The UniqName of the investigator (automatic). References: People - UniqName
Short Link	The short link used during promotions and campaigns.
Title	(Required) The title of the study, publication, funding, grant, event, innovation or other accomplishment that is being promoted.

Referrals

Description:

Tracks internal referrals (between teams) when a member or customer could be better served by a different team.
Custom List.

Fields:

Field Name	Description	Choices
Assignee	The person in the referred-to team who has been assigned to follow up on this referral.
Attachments	Relevant attachments (any file type).
Client	(Required) The person who is being referred from one team/core to another. References: People - Department
Client Job Title	The job title of the person who is being referred (automatic). References: People - Job Title
Created	The date when this record was created.
Created By	The person or account who created this record (author).
External Referral To	Person to whom this external referral was sent (use only for external referrals outside the center). References: People - Department
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Notes	Enter a detailed description of the referral, or notes for the team who is receiving the referral.
Referral Purpose	(Required) Enter a one-sentence summary of the referral.
Referral Status	(Required) The current status of this referral.	Open In Progress Consultation Scheduled Completed Cancelled
Referred By	The team who made the referral. References: Teams - Department
Referred To	The team to whom the referral was made. References: Teams - Department

Consultation Types

Description:

Types of consultations offered by the center, its cores, and its teams, to members and customers. Each type is linked to a specific program and team. This list is used as drop-down menu options in the Consultations list.
Custom List.

Fields:

Field Name	Description	Choices
Attachments	Relevant attachments (any file type).
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Description	A short summary or description of this service.
hiddenProgram	System field used for propagating information to other lists through backend automations. Do not edit manually. Sources: TrackMaster - Programs and Offerings
hiddenProvidedBy	System field used for propagating information to other lists through backend automations. Do not edit manually. Sources: TrackMaster - Programs and Offerings
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Program	The program or offering to which this service type belongs, for reporting purposes. The team responsible for the implementation of that program will be used as the team who provides this type of service. References: Programs and Offerings - Title
Provided By	(Required) The Team or Core who normally provides this service. References: Teams - Team Name
Consultation Type	(Required) The name of the consultation type provided to members or other stakeholders.

Consultations

Description:

Tracks consultations provided to others, whether by email, meetings, or calls. This facilitates reporting on reach and impact.
Custom List.

Fields:

Field Name	Description	Choices
Attachments	Relevant attachments (any file type).
Calendar Year	The year when this service was provided.
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Date	(Required) The date when either: a service was provided; a consultation meeting was held; email was received; or long-running activity started.
Fiscal Year	The fiscal year when this service was provided (7/1 - 6/30).
Follow Up Deadline	If a follow up is required, this date is a reminder of when to follow up.
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Notebook Link	Link to OneNote Notebook, Google Docs, etc.
Notes	Additional notes, comments, links, or important remarks.
Program	The program to which this service belongs, for reporting purposes. References: Service Types - hiddenProgram
Project PI	The Primary Investigator or Co-Investigators of the study or project. Investigators do not need to be present at the time of service. References: People - Full Name
Recipients	(Required) The persons who received this service or consultation. References: People - Full Name
Recipients:Last Service Date	The date when the recipient of this service last received any services (automatic). Used for automation purposes only. Do not update manually. References: People - Last Service Date
Consultation Type	(Required) The name of the consultation type provided to members or other stakeholders. References: Consultation Types - Consultation Type
Team	The team who provided this service. References: Service Types - hiddenProvidedBy
Title (Optional)	(Optional) A quick one-line summary of how the member or customer engaged with us. If left empty, this field is auto-populated with the service type and recipients after saving. This field is only used for making search results more readable.

Shared Digital Assets Tracker

Description:

Helps keep track of digital assets used by the center, such as U-M MCommunity groups, Google / Dropbox shared drives, etc.
Custom List.

Fields:

Field Name	Description	Choices
Attachments	Relevant attachments (any file type).
Created	The date when this record was created.
Created By	The person or account who created this record (author).
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
Location	The URL, email, or network path.
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Next Renewal Date	The date when this asset or subscription must be renewed, if applicable.
Notes	Additional notes, comments, links, or important remarks.
Owner	(Required) The team who owns or maintains this digital asset. References: Teams - Team Name
Renewal Link	Link that can be used for renewing this digital asset, if applicable.
Title	(Required) Name or short description of this digital asset.

Teams

Description:

Internal teams (at this center), their team members, and their faculty leads. This list is used as drop-down menu options in Programs, Consultations, Events, and other lists throughout TrackMaster, and is a primary field for reporting.
Custom List.

Fields:

Field Name	Description	Choices
Active	Indicates whether this record is active (enabled). Inactive records are hidden by default, and are not used in any automations.
Attachments	Relevant attachments (any file type).
Created	The date when this record was created.
Created By	The person or account who created this record (author).
Description	A short description of the team.
Faculty Leads	The faculty lead (or co-leads) for this team, if applicable. References: People - Full Name
GitHub	A link to this team's GitHub or GitLab repo. You can enter the full URL (e.g. https://github.com/DepressionCenter) or just the @ name (e.g. @DepressionCenter).
ID	Numeric identifier for this item. The ID field is a system-generated primary key that cannot be changed.
MCommunity Group	The MCommunity group email address, if applicable (e.g. efdc-mtc@umich.edu).
Modified	The date when this record was last updated.
Modified By	The last person or account who updated this record.
Shared Drive	Link to this team's shared drive (e.g. Google Drive, OneDrive, Dropbox, SharePoint Library).
Slack	A link to this team's Slack workspace.
Team Calendar	A link to this team's calendar.
Team Leader	(Required) The primary lead for this team or core (required). Used for some email notifications and automations. References: People - Full Name
Team Leader Email	The email address of the primary lead for this team or core. Used for automations. References: People - Email
Team Member Accounts	MS Teams accounts of the members of this team, if available. This field is kept separate from the Team Members field because not all team members may have a Michigan Medicine (U-M level-2) login.
Team Members	List of team members (must be in People list as well). This field is kept separate from the Team Member Accounts field because not all team members may have a Michigan Medicine (U-M level-2) login. References: People - Full Name
Team Name	(Required) The name of this team. This field is shown in referrals and reports.
Teams Account	The Microsoft Teams account for this team.
Web Page	Link to the team's web page.

EFDC-TrackMaster Terms (Taxonomy)

Description:

Standardized taxonomy used by this center to categorize publications, events, research specialties, etc. The values in this list are used throughout TrackMaster and in reports.
Term Sset.

Fields:

Field Name	Description	Choices	Data Source

Automation Files

Description:

Backend document library used by Power Automate and iPaaS. It includes temporary files used for syncing MCommunity group membership, and copies of all files submitted by end users via automation requests.
Document Library.

Shared Documents

Description:

Shared drive for department-wide file storage. This library can be synced to Windows Explorer and Mac Finder to edit files locally.
Document Library.

Site Pages

Description:

Contains custom web pages and announcements.
Page Library.

Site Assets

Description:

Contains logos, images, and other files used by web pages, as well as attachments from individual list items.
Document Library.

Notes

The complete TrackMaster Data Dictionary is available in Excel format. This spreadsheet contains more detailed information about each field, and can be used in scripts to automate the creation of SharePoint lists.

TrackMaster-Data-Dictionary.xlsx

Resources

Navigating TrackMaster: Menus and Main Components

About the Author

Gabriel Mongefranco is a Mobile Data Architect at the University of Michigan's Eisenberg Family Depression Center. Gabriel has over a decade of experience with automation, data analytics, database architecture, dashboard design, software development, and technical writing. He supports U-M researchers with data cleaning, data pipelines, automation and enterprise architecture for wearables and other mobile technologies.

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