Become Sitetracker Certified

For more information on our Sitetracker Certification offerings, visit our Sitetracker Community.

Sitetracker Project Fundamentals for Beginners Certification

The Sitetracker Project Fundamentals for Beginners course is designed to specifically equip Sitetracker End Users with the foundational knowledge needed to get started with Sitetracker. This course is suitable for anyone wanting to familiarize themselves with key features and functions without needing to learn how to administer the whole Sitetracker solution. Modules include Sites, Projects, Forms, Trackers, Mobile, Reports and Dashboards, and Maps. Enhance your Sitetracker skills and gain a thorough understanding of its components at your own pace. This course features simulated activities that mirror typical end-user experiences within a Sitetracker org.  Course completion passing a multiple choice assessment demonstrating that you understand the modules independently completed.

Upon completion, you’ll be able to:

• Work through the Project Management workflow
• Manage projects and update key data
• Navigate Trackers and use tools for actionable insights
• Capture field data with Forms and Sitetracker Mobile
• Visualize data with Maps & location context
• Customize reports and dashboards

For more information on our Sitetracker Project Fundamentals for Beginners Certification, visit our Sitetracker Community.

Sitetracker Data Loading Certification

Importing data can be intimidating when you’ve never done it before. The Sitetracker Data Loading Certification has been designed to help Sitetracker Admins or Sitetracker Admin Support roles gain familiarity with the Salesforce’s Data Loader application. This course will teach you to use Data loader to import and export Sitetracker records, and aims to help eliminate some of those common intimidating factors when it comes to importing and exporting data. By the time you complete this hybrid 5-hour course, you’ll be able to support your team’s functions by:

• Knowing how to configure the Data loader client application for bulk import or export of data
• Understanding when to use the Data loader tool and how it can be used
• Being able to insert, update, delete or export Salesforce records.
• Working with extension objects when exporting and importing data
• Being able to work with and address records with errors

For more information on our Sitetracker Data Loading Certification, visit our Sitetracker Community.

Sitetracker Admin: Project Fundamentals I Certification

Sitetracker Admin: Project Management Fundamentals I is a hybrid course designed for Administrators who want to deepen their understanding of project management within Sitetracker. Its structure allows for spaced learning, making it easier to manage your training alongside your professional responsibilities. This course is more advanced than the Sitetracker Project Fundamentals for Beginners (formerly known as Sitetracker Essentials) and focuses on key modules, including Programs, Sites and Candidates, Projects and Project Templates, Trackers, Reports, and Dashboards.

Participants will complete a multiple-choice assessment and hands-on assignments, such as building a project template with conditional rendering and scheduling logic. This three-day hybrid session also offers best practices from Sitetracker users worldwide. Prior Salesforce experience is helpful but not required.

Upon completion, you will be able to:

• Manage and customize project templates and trackers
• Implement data governance for your Sitetracker Org
• Customize reports and dashboards to fit your organization’s business needs
• Understand the overall OOTB Data Architecture and the relationship between the objects
• Configure object/module-specific CMTs that impact the end user experience

For more information on our Sitetracker Project Management Fundamentals I Certification, visit our Sitetracker Community.

Sitetracker Admin: Project Fundamentals II Certification

Building on the foundational knowledge gained in Sitetracker Admin: Project Fundamentals I, we’re excited to introduce the Sitetracker Admin: Advanced Project Fundamentals II course. This intensive two-day program, totaling ten hours, will empower you to deeply customize your Sitetracker environment. You’ll learn to configure and customize the mobile experience for diverse user profiles, capture various data types within Forms (including picklist values, dates, text, barcode scans, photos, and signatures), and automate document creation by configuring Document Generation Templates to pull data directly from Sitetracker. Furthermore, you’ll master how to manage and customize Files and tagging for superior organization and accessibility within your projects.

Participants will complete a multiple-choice assessment and hands-on assignments, such as building a project template with conditional rendering and scheduling logic. This two-day hybrid session also offers best practices from Sitetracker users worldwide. Prior Salesforce experience is strongly encouraged, but not required.

Upon completion, you will be able to:

• Configure and customize the mobile experience for different Profiles
• Capture any data type within Forms including: picklist values, dates, text, barcode scans, photos, and signatures
• Configure Document Templates to automatically pull data from Sitetracker into documents
• Manage and customize Files and tagging for improved organization and accessibility
• Configure object/module-specific CMTs that impact the end user experience

For more information on our Sitetracker Project Fundamentals II Certification, visit our Sitetracker Community.

Trackers for Admins Certification

Designed to assist Admins or Admin Support roles gain familiarity or refresh their knowledge on Trackers.

What You’ll Learn:

• Clone and create Trackers
• Organize and manage Tracker Folders for streamlined access
• Edit and customize Trackers 
• Use the Advanced Field Picker to pull in fields from related lookup objects
• Learn how to identify fields with additional lookup data

For more information on our Trackers for Admins Certification, visit our Sitetracker Community.

Reports and Dashboards for Admins Certification

Designed to assist Admins or Admin Support roles gain familiarity or refresh their knowledge on Reporting & Dashboards.

What You’ll Learn:

• Clone Reports & Dashboards
• Manage Sharing Permissions
• Understand Report Types, Formats, and Filters
• Edit and customize Reports and Dashboards
• Use Scheduled Reporting
• Learn how to identify fields with additional lookup data

For more information on our Reports and Dashboards for Admins Certification, visit our Sitetracker Community.

Sitetracker O&M Fundamentals for Beginners Certification

Participate in the Sitetracker O & M workflow and understand how the configuration determines the end user experience.

What You’ll Learn:

• Manage Crews, Skills, Resources, and Schedules
• Assign maintenance with full Site, Asset, and Project History
• Create and assign Ad hoc or break-fix job Tickets
• Standardize field work with Jobs
• Ensure Crews arrive prepared and on time
• Track the full asset lifecycle with Sitetracker Asset & Inventory

For more information on our Sitetracker O&M Fundamentals for Beginners Certification, visit our Sitetracker Community.

Interact with industry peers

Learn industry best practices through in-person round tables with a network of Sitetracker users, partners, and employees.

Get Sitetracker Certified from your home

Our in-person (when permitted) and online interactive course is one of the best ways to meet fellow industry experts and talk through best practices.

Connect Sitetracker to your business

Make connections between new skills and business applications to optimize business operations

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