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Apricot Foundational Webinar Course Catalog
Apricot Foundational Webinar Course Catalog
Updated over a week ago

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


Coming Soon!

Apricot Fundamentals Webinars

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

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 Administrators

25 min

Apricot New User Webinars

Title

Course Description

Audience

Duration

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

Strategies for Successful Apricot Administration

Title

Course Description

Audience

Duration

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 Administrators

25 min

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