Creating Coordinators and Instructors in Contacts

StudyTracker is setup to have one administrator, any number of coordinators, and any number of instructors under those coordinators. Administrators create coordinators, coordinators create instructors and instructors create new contacts (aka: Interests).

Adding Coordinators

1. To create a coordinator sign on to StudyTracker as the StudyTracker admin.
2. Select the Contacts tab on the StudyTracker dashboard.
3. At the top of the page select the New icon.
4. At the top of the contact information entry page select Coordinator from the drop down menu. Note: In the drop down you will also see Instructor and Contact. If you choose these contact types they will be entered as personal contacts and will not be seen unless you sort your contacts my selecting “My personal Contacts” from the sort drop down list.
5. Fill in contact information. StudyTracker requires, at a minimum, that you add first and last name and an email address.
6. When finished select Save.

Adding Instructors

1. To create an Instructor, sign on to StudyTracker as the StudyTracker Coordinator.
2. Select the Contacts tab on the StudyTracker dashboard.
3. At the top of the page select the New icon.
4. At the top of the contact information entry page select Instructor from the drop down menu. Note: In the drop down you will also see Instructor and Contact. If you choose these contact types they will be entered as personal contacts and will not be seen unless you sort your contacts my selecting “My personal Contacts” from the sort drop down list.
5. Fill in contact information. StudyTracker requires, at a minimum, that you add first and last name and an email address.
6. When finished select Save.

Adding New Contacts (Interests)

1. To create a new contact, sign on to StudyTracker as the StudyTracker Instructor
2. Select the Contacts tab on the StudyTracker dashboard.
3. At the top of the page select the New icon.
4. At the top of the contact information entry page select New Contact from the drop down menu. Note: In the drop down you will also see Instructor and Contact. If you choose these contact types they will be entered as personal contacts and will not be seen unless you sort your contacts my selecting “My personal Contacts” from the sort drop down list.
5. Fill in contact information. StudyTracker requires, at a minimum, that you add first and last name and an email address.
6. When finished select Save.

Assigning Interests

To assign a contact or interest to an instructor, you must be a an administrator or coordinator.

1. Sign in to Studytracker.
2. You will be taken to the Studytracker homepage. Scroll to the bottom of the page and select the StudyTracker link.
3. Select the contacts tab on the StudyTracker dashboard.
4. Above the contacts list, you will see a list of links. One will be called Reassign to the selected owner with a dropdown list in front of it.
5. In the dropdown list, check on the contact or interest you wish to assign to a different instructor. Once selected in the drop down list select the Reassign to the selected owner link.