Use the following Course Catalog to view a list of free foundational webinars available to support your use of the software.
To view available recordings of these webinars or sign up for upcoming live webinars, visit our Training page on the Bonterra website.
Title | Course Description | Audience | Duration |
Welcome to Apricot | A basic overview of the structure and fundamental features of Apricot: sites, programs, users, permissions, forms and reports. | All users | 25 min |
Navigating Apricot | Familiarize yourself with the basic navigation of your Apricot database. | All users | 25 min |
Data Entry in Apricot | Learn about the importance of data integrity and develop an understanding of Forms and Linking within your Apricot. | All users | 25 min |
How to Be a Strong User | Discover best practices for quality data entry and obtaining support when using Apricot. | All users | 25 min |
Admin Duties | Understand the duties and expectations of an Administrator. | Apricot Admins | 25 min |
Designing Tier 1 Forms | Learn how to design custom forms for tracking subject identity and demographics. | Apricot Admins | 25 min |
Designing Tier 2 Forms | Learn how to design custom forms for tracking interactions with subjects. | Apricot Admins | 25 min |
Advanced Form Design | Discover how to use masked value fields and calculations in the form designer. | Apricot Admins | 25 min |
Linking Fields | Understand the purpose of and best practices for working with linking fields in the form designer. | Apricot Admins | 25 min |
Managing User Access | Covers best practice for expanding and restricting users' access to various features in the software. | Apricot Admins | 25 min |
Managing User Accounts | Walks administrators through best practices for creating, updating and removing user accounts. | Apricot Admins | 25 min |
The Connection Between Forms and Reports
| Walk through expected behavior of various form field types within the Report Builder to aid in making informed decisions when designing. | Apricot Admins | 25 min |
Report Building Foundations | Learn the best practices and expected behavior when building custom reports. | Apricot Admins | 25 min |
Filtering Reports | Learn the best practices and expected behaviors of the filter tool within the Report Builder. | Apricot Admins | 25 min |
Designing for Staff Buy-In | Walks through lesser-known features that make the user experience easier and more practical. | Apricot Admins | 25 min |
Site and Program Management | Covers the best practices for managing and creating custom sites and programs. | Apricot Admins | 25 min |
Go Live Prep | Learn tips and best practices for preparing your site and team members to start tracking real data in the software. | Apricot Admins | 25 min |
Importing Data | Walk through best practices for uploading data into Apricot. | Apricot Admins | 25 min |
3 Common Import Tool Mistakes and How to Avoid Them | Walks through 3 most common challenges users face when uploading data and how to avoid them. | Apricot Admins | 25 min |
Managing Data | Learn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues. | Apricot Admins | 25 min |
Modifying Forms | Best practices for making changes to forms and how changes impact reporting. | Apricot Admins | 25 min |
Taking Over the Admin Role | Shows new Administrators who’ve inherited Apricot from a previous administrator how to survey their site to understand their current Apricot Design. | Apricot Admins | 25 min |
Optimizing Your Apricot | Learn new strategies for maintaining a healthy Apricot long term, including the importance of outcomes and developing change management and governance frameworks. | Apricot Admins | 25 min |
3 Mistakes to Avoid When Working with Reports | Walks through top 3 mistakes users see when running reports and how to trouble shoot each. | Apricot Admins | 25 min |
Working with Form and Report Templates | Learn the best practices for utilizing the form template library and benefits of leveraging the existing reports for streamlined building. | Apricot Admins | 25 min |