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==Creating a Center== ...ting centers in TracCloud, as this will remove the related records (Visits/Appointments/etc) from reports and student/staff histories. Instead, we recommend settin

...color:#7c1911; padding:30px 0px 0px 0px;" | <span style="color:#7C1911">'''Creating Messages''' ==Creating a Note/Message==

...op; font-size:100%; " | The second major area of Configuration Options for Appointments is located in your Group Access Preferences. Group Access settings determin '''''Allow User to Create Appointments not linked to Availabilities'''''<BR />

...ccessPlans|Success Plans]] module for students, you won't have any trouble creating Work Plans for consultants as they operate very similarly. Create steps for ...nclude. This offers a faster way to export students and fields compared to creating custom views and exporting the listing. [[TracCloudReportsStudents11|More i

'''''Prevent User from Viewing Student IDs in Appointments and Log Listing'''''<BR /> ...selected Group of Users from being able to view Student ID #s both in the Appointments Entries and Log Listing pages. Activating this preference will hide Student

==Creating Reasons== ::By default, the profile we started creating this reason in will be selected, however, we can change this value or even

1st Training: Creating Centers and Groups. 2nd Training: Creating Staff, Reasons, Starting profile prefs.

...n select a location during the "Search for Availability" process, and only appointments matching the location they selected will appear. This could be used as a wa :* '''as text''' will allow the user creating the availability to type in a custom value in the location box.

...e calendar. This block simple allows you to put a block over the scheduled appointments and “blocks” those permission rules. ...ing reasons. If instead the appointment was deleted, information on booked appointments and the students that booked them, would be lost. With that being said, ava

...upload files to student and staff accounts, [[TracCloudGuideListingsAppts|appointments]], [[TracCloudGuideListingsVisits|visits]], and even [[TracCloudGuideBasics <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Creating Document Types</b></big></div><div class="mw-collapsible mw-collapsed"><br>

...ze:140%; color:#7c1911; padding:30px 0px 0px 0px;" | [[Creating_Subcenters|Creating Subcenters]] <HR> ...ocking students with excessive missed appointments, timings around booking appointments, and what search criteria options show up and whether or not they're requir

...date and time that Consultants are available to hold sessions, and also so appointments may be scheduled by several different users, including the students themsel ...establish the date and time range of when the consultant is available for appointments. The availability also sets up session information regarding the number of

...ounts to be created, giving new students the opportunity to visit and book appointments prior to being included in your student information system. This requires s * <b>Chosen Fields to Display to Staff when creating a Prospect Request</b>

...hedule Scheduling Prefs]), the "Join Online Session" button under Upcoming Appointments for both Staff Members and Students will redirect to the Whiteboard room. ...is. This is where we can talk with our consultant over text chat and begin creating/modifying our document.

...to confirm their own bios, if they can browse resources, if they can book appointments, and more. '''Creating a Second Tab''' – Utilities and Prefs > System Prefs > MainMenuCustomTab-

* <b>2023-08-01: Subject/Course/Section search added to Appointments/Visits Utilization report</b> * <b>2023-08-02: It's now possible to apply center searches to appointments in the Students Visits Cleanup Data report</b>

'''CREATING A QUICK VISIT: USER INFO''' ...Menu, click on “Create a Quick Visit” on the left hand side underneath the Appointments Link.

...ing." This works exactly the same as a normal reserve block in relation to appointments and other availabilities, but has two unique benefits for staff. It display * Access to the appointments listing can now be given to any staff account based on permission group (ra

...f being the record that all their [[TracCloudGuideListingsVisits|visits]], appointments, [[TracCloudGuideGlobalDocs|documents]], and more are assigned to, you also ...ur Trac System. From this page, we're able to manage student data in bulk, creating lists, sending emails, or submitting SAGE referrals, or we can open a speci

...TracCloud, as this will also disconnect them from related records (Visits, Appointments, etc). Instead, we recommend deactivating the account by checking this box. ::An alternate name that will appear when searching for appointments. Requires the “Display consultant alias on availability search” option