eTRACK+ User Forum – Exclusive to ANB clients

Wednesday, December 8, 2021

12 PM – 1 PM Central Time

Agenda

Join ANB’s quarterly client user forum and gain insights on the use of eTRACK+ features.

Focus Areas:

  • User Guides – Training Guides, Help Pages, Popups, Learning Management Systems.
  • Configurations – Individual Review, Configuration Snapshot Report.
  • Security – Masking Configuration Data, Field Level Security, Dual Factor Authentication.

Use Case Demonstrations:

A live demo covering all aspects of each of these features will be presented.

New eTRACK+ Features:

We will also present the new eTRACK+ features developed over the past few months, such as:

  • Secure the attachments in email distribution with passwords.
  • Set up indicators on form fields through conditional formatting feature.
  • Get payments/fees from customers by integrating payment gateway in the platform.
  • Involve non-system users to take part in process decisions.
  • Use DocuSign service provider for getting digital signatures on documents.
  • Integrate with AHRI, DLC and Energy Star Equipment Libraries to verify equipment.

Topics

null

NEW eTRACK+ FEATURES

null

GUIDING YOUR USERS

null

REVIEWING YOUR CONFIGURATION

null

SECURITY IS GAME ONE

Speakers

speaker-abhishek

Abhishek Balakrishnan

President
ANB Systems, Inc.

samartha-speaker

Samartha Mohan

Energy Systems Analyst
ANB Systems, Inc.

shivani-deodhar

Shivani Deodhar

Business Analyst
ANB Systems, Inc.

sara-speaker

Nima Mohammadi

Business Analyst
ANB Systems, Inc.

Register here to access the recording

    captcha