Before you begin:
If you have not signed up for a free Bonterra Academy account, please access the linked help article below for instructions on setting up your account. Once you have your login for the Bonterra Academy, you will have access to a wealth of self-paced learning materials, including the recordings and live registration for the webinars listed below.
Apricot Foundational Webinar Course Catalog
Use the following Course Catalog to view a listing of free foundational webinars available to support your use of the software.
Note: You must be logged into your Bonterra Academy account to successfully view the recordings.
Title | Course Description | Audience | Duration | Link to Recording | Link to Sign-up |
Admin Duties | Understand the duties and expectations of an Administrator | Apricot Administrators | 25 min | ||
Designing Tier 1 Forms | Learn how to design custom forms for tracking subject identity and demographics | Apricot Administrators | 25 min | ||
Designing Tier 2 Forms | Learn how to design custom forms for tracking interactions with subjects | Apricot Administrators | 25 min | ||
Advanced Form Design | Discover how to use masked value fields and calculations in the form designer | Apricot Administrators | 25 min | ||
Linking Fields | Understand the purpose of and best practices for working with linking fields in the form designer | Apricot Administrators | 25 min | ||
Managing User Access | Covers best practice for expanding and restricting users' access to various features in the software | Apricot Administrators | 25 min | ||
Managing User Accounts | Walks administrators through best practices for creating, updating and removing user accounts | Apricot Administrators | 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 Administrators | 25 min | ||
Report Building Foundations | Learn the best practices and expected behavior when building custom reports | Apricot Administrators | 25 min | ||
Filtering Reports | Learn the best practices and expected behaviors of the filter tool within the Report Builder | Apricot Administrators | 25 min | ||
Designing for Staff Buy-In | Walks through lesser-known features that make the user experience easier and more practical | Apricot Administrators | 25 min | ||
Site and Program Management | Covers the best practices for managing and creating custom sites and programs | Apricot Administrators | 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 Administrators | 25 min | ||
Importing Data | Walk through best practices for uploading data into Apricot | Apricot Administrators | 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 Administrators | 25 min | ||
Managing Data | Learn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues | Apricot Administrators | 25 min | ||
Modifying Forms | Best practices for making changes to forms and how changes impact reporting | Apricot Administrators | 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 Administrators | 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 Administrators | 25 min |