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Annual Handshake maintenance

Annual Handshake maintenance

Find tips for maintaining strong data health, project management templates, and resources to help you manage role transitions.

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About this course

Whether you’re an experienced Handshake power-user or new to using Handshake, this course has resources to help you with annual maintenance of your institution’s Handshake instance. Find resources for maintaining strong data health, project management, and more! 


Who should take this course? Main points of contact and system administrators.  

Tip: Pause demo videos along the way and keep track of any questions that come up. Reach out to your Handshake relationship manager after the course is completed if your questions are still left unanswered. 

Curriculum15 min

  • Welcome!
  • Annual maintenance checklist
  • Optimizing Handshake resources
  • Data health
  • Checklist: action items for maintaining data health
  • Recording: data health workshop
  • Team management
  • Cross-campus collaboration considerations
  • Faculty presentation
  • Staff transition checklist
  • Platform usage
  • Demo: using Handshake’s template for tracking feature usage (3 min)
  • Tips from a Handshake partner! Interview with University of Dallas
  • Partner resource sample
  • Recommended action!
  • Feedback
  • Course survey

About this course

Whether you’re an experienced Handshake power-user or new to using Handshake, this course has resources to help you with annual maintenance of your institution’s Handshake instance. Find resources for maintaining strong data health, project management, and more! 


Who should take this course? Main points of contact and system administrators.  

Tip: Pause demo videos along the way and keep track of any questions that come up. Reach out to your Handshake relationship manager after the course is completed if your questions are still left unanswered. 

Curriculum15 min

  • Welcome!
  • Annual maintenance checklist
  • Optimizing Handshake resources
  • Data health
  • Checklist: action items for maintaining data health
  • Recording: data health workshop
  • Team management
  • Cross-campus collaboration considerations
  • Faculty presentation
  • Staff transition checklist
  • Platform usage
  • Demo: using Handshake’s template for tracking feature usage (3 min)
  • Tips from a Handshake partner! Interview with University of Dallas
  • Partner resource sample
  • Recommended action!
  • Feedback
  • Course survey