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...L" accommodation choice, then assign either the availability itself or the consultant’s profile to that skill/accommodation so that the student performing the ...esults. Accommodations can be assigned in the [[TracCloudGuideProfileStaff|consultant’s profile]].

...ity will take place. Students can select a location during the "Search for Availability" process, and only appointments matching the location they selected will ap * '''Enter in avail''' will display the locations choice box in the availability creation window.

...sters/availabilities. The data is grouped by center, then consultant. Each availability block also shows the individual appointment, including whether they were at

...r:#7c1911; padding:30px 0px 0px 0px;" | '''Booking an Appointment''' (as a Consultant, Front Desk Worker, or Administrator)<HR> |style="vertical-align:top; font-size:100%; " |As a Consultant, Front Desk Worker, or Administrator, we can book an Appointment from our A

<b><big>Search Availability Options</b></big><br> ...he dashboard. There are 5 sets of settings, as you can have up to 5 Search Availability widgets at once by default. For example, if you had an AdvisorTrac and a Tu

...r of students that can join an appointment, for what section or reason the consultant is available, and also if the appointment will be scheduled once or repeate '''Which group(s) of Users will be responsible for setting up Consultant Availabilities (the times that your Consultants are available)?'''

...allows us to include/exclude the contents of an entire other course list. Consultant course lists (designated with the sequence number in the name) should not b ...mple, we’re going to create a course list for one of our consultants. This consultant can assist with all Accounting 100 courses, except for section 386. Here’

...then process Appointment records based on Consultant selection. Click on a Consultant’s name in the Personnel List to bring up their weekly Schedule. ...the Appointment, or any other field (if given sufficient privileges). As a Consultant, the fields that are usually the most important are the Status and Notes fi

...s about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individua ...ppears before the center name on the [[TracCloudGuideBasicsSchedule|search availability]] results page.

...-size:100%; " |As a Student, we can book Appointments using the Search for Availability Window, which allows users to Search for Time slots that indicate when Cons ...will log in with their student credentials and navigate to the Search for Availability page using the process shown through the following screenshots. ''

* <b>2023-08-11: Set a default value for availability max students</b> ...Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availability max students</i>. 0 = drop-in, 1 = one-on-one, 2+ = group, just like in the

New reports, per-center appointment fields, manual availability badges, and more in TracCloud for the month of February 2024. [[TracCloudCh ...location has been set to either 'Appointment - Student' or 'Appointment - Consultant' and a profile is selected, the additional options will appear for you to f

|Consultant.Username||A80||Yes||The consultant that the student met with, must already exist in TracCloud and be spelled c |Visit.CtrNotes||text|| ||The consultant notes for this session.||"Worked on this and that, etc"

...heir bio has been confirmed, or even add staff bio as an element of search availability.<br><br> ...dit their own Staff Bio. This is ties into the <i>Show Staff BIO on Search Availability</i> setting.<br><br>

...ize:120%; " | <br /> Appointments can be scheduled by filling a consultant availability or by scheduling a standalone appointment. Those appointments and availabil | style="vertical-align:top; font-size:120%; " | As a Consultant, Front Desk Worker, or Administrator, we can book an Appointment from our A

...ers and group they’re assigned to, and what type of staff member they are (consultant or regular staff). ...n [[TracCloudGuideGlobalBio#Staff_Confirm_Bio_Settings|Staff Bio on Search Availability]].<br><br>

...Schedule|availability]] in TracCloud, you will be able to determine if the availability is Online or In-person. If the ability is set to “Online” you will then ...taken to a screen that looks like this. This is where we can talk with our consultant over text chat and begin creating/modifying our document.

...to take place in. This would typically be the [[TracCloudGuideProfileStaff|consultant’s assigned static link]] (found in their profile), but you can also have ...gth of the block that you create. This can always be overridden within the availability options.<br><br>

...be set up. The “Consultant Schedule Summary” email is what will go to the consultant the day before the appointment with a student. Click on the icon to expand ...day before their appointment, it doubles as the confirmation email for the consultant as well. Because of the nature of this email, it is recommended to keep it

...ay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Fund ...eir own hours (i.e., logging in and out for work visits), you would use <b>Consultant Work Time</b> as your pay basis. It all depends on which metric you want to