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

TrackMaster uses Power Automate for several automations, from keeping the People list up-to-date with data from MCommunity, to getting info from Office 365, to bulk uploads and more. Many of TrackMaster's automation tasks require specific configurations, so that TrackMaster can work independently of Eisenberg Family Depression Center systems and be deployed to any U-M research center or institute.

There are different ways of viewing the People list, thanks to pre-defined list views. All views are coming from the same data, but they may have filters, grouping, or less columns to show. This is a short guide to the different views available in the People list.

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

Each contact in the People list has a specific type that encapsulates the relationship with that person. Thus, each contact can only have one contact type at a time, but they can change as people's relationship with the University of Michigan or with the center changes. This is a short guide to each contact type.

This article provides step-by-step instructions for adding consultations to TrackMaster using either the Consultations form or Bulk Upload feature. It also discusses how to edit an existing consultation in TrackMaster.

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.

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.