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When looking for speakers/presenters for an event, sometimes the event planners need to ensure they are not asking the same speaker too often. The Speaker and Presenter History feature makes it easy to see previous engagements, as long as people have been added as Speakers under Event Summary.

This article describes TrackMaster's components and where they can be found in the navigation menu.

An overview of TrackMaster, a membership tracking tool built for University of Michigan and Michigan Medicine centers and institutes, by students in the U-M ITS Summer Internship program.

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.

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 discusses how to add events to TrackMaster using either the Event Summary form or Bulk Upload feature. It also discusses the various ways to add participants to events and how to edit an existing event in TrackMaster.

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

This article describes the steps for applying filters to any SharePoint list in TrackMaster, and how to save (bookmark) filters for later use.

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.

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.

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

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 the steps for adding new users to the TrackMaster Membership Tracking Tool.

This article describes the steps for adding new contacts to the TrackMaster Membership Tracking Tool on SharePoint.

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.