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Apricot Foundational Webinar Course Catalog
Apricot Foundational Webinar Course Catalog
Updated over 5 months ago

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

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