Apricot Foundational Webinar Course Catalog

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.

Bonterra Academy Self-Signup

Apricot Foundational Webinar Course Catalog

Use the following Course Catalog to view a list 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
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	View Recording	Sign Up
Navigating Apricot	Familiarize yourself with the basic navigation of your Apricot database.	All users	25 min	View Recording	Sign Up
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	View Recording	Sign Up
How to Be a Strong User	Discover best practices for quality data entry and obtaining support when using Apricot.	All users	25 min	Coming soon!	Sign Up
Admin Duties	Understand the duties and expectations of an Administrator.	Apricot Admins	25 min	View Recording	Sign Up
Designing Tier 1 Forms	Learn how to design custom forms for tracking subject identity and demographics.	Apricot Admins	25 min	View Recording	Sign Up
Designing Tier 2 Forms	Learn how to design custom forms for tracking interactions with subjects.	Apricot Admins	25 min	View Recording	Sign Up
Advanced Form Design	Discover how to use masked value fields and calculations in the form designer.	Apricot Admins	25 min	View Recording	Sign Up
Linking Fields	Understand the purpose of and best practices for working with linking fields in the form designer.	Apricot Admins	25 min	View Recording	Sign Up
Managing User Access	Covers best practice for expanding and restricting users' access to various features in the software.	Apricot Admins	25 min	View Recording	Sign Up
Managing User Accounts	Walks administrators through best practices for creating, updating and removing user accounts.	Apricot Admins	25 min	View Recording	Sign Up
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	View Recording	Sign Up
Report Building Foundations	Learn the best practices and expected behavior when building custom reports.	Apricot Admins	25 min	View Recording	Sign Up
Filtering Reports	Learn the best practices and expected behaviors of the filter tool within the Report Builder.	Apricot Admins	25 min	View Recording	Sign Up
Designing for Staff Buy-In	Walks through lesser-known features that make the user experience easier and more practical.	Apricot Admins	25 min	View Recording	Sign Up
Site and Program Management	Covers the best practices for managing and creating custom sites and programs.	Apricot Admins	25 min	View Recording	Sign Up
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	View Recording	Sign Up
Importing Data	Walk through best practices for uploading data into Apricot.	Apricot Admins	25 min	View Recording	Sign Up
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	View Recording	Sign Up
Managing Data	Learn the best practices for helping staff develop good login habits and tips for troubleshooting common user issues.	Apricot Admins	25 min	View Recording	Sign Up
Modifying Forms	Best practices for making changes to forms and how changes impact reporting.	Apricot Admins	25 min	View Recording	Sign Up
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	View Recording	Sign Up
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	View Recording	Sign Up
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	View Recording	Sign Up
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	View Recording	Sign Up

Apricot Glossary

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Results Foundational Webinar Course Catalog

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Apricot Targeted Learnings Catalog