Difference between revisions of "Consultants"

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| style="vertical-align:top; font-size:160%; color:#7c1911; " | Consultants<HR>
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| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Consultants'''<HR>
 
 
 
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Consultants (Tutors) may now be linked to multiple Centers  and can  be shared across multiple profiles. Consultant records are owned  by the  profile in which they were originally created. While the  consultants  can be assigned to multiple profiles and have separate  privileges  within each profile, the consultants can only be  removed/deleted from  the profile that owns the record. It is not  recommended to  remove/delete consultants, but to simply mark them as  Inactive. This  will allow you to continue to run reports identifying  which  appointments and visits were related to that consultant.
 
  
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| style="vertical-align:top; font-size:120%; " | Consultants (Tutors) may now be linked to multiple Centers and can be shared across multiple profiles. Consultant records are owned by the profile in which they were originally created. While the consultants can be assigned to multiple profiles and have separate privileges within each profile, the consultants can only be removed/deleted from the profile that owns the record. It is not recommended to remove/delete consultants, but to simply mark them as Inactive. This will allow you to continue to run reports identifying which appointments and visits were related to that consultant.
  
A common question with tutors is: ''If we know tutors aren't coming back, do we delete them or make them inactive?''
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A common question with tutors is: If we know tutors aren't coming back, do we delete them or make them inactive? It's best if you do not delete the Tutors right away and that you set those accounts to inactive. Deleting the Tutor can lead to incomplete visit records, missing Appointment records, etc. This type of information is still available in reports if setting the Tutors to “Inactive”.  
It's   best if you do not delete the Tutors right away and that you set those   accounts to inactive. Deleting the Tutor can lead to incomplete visit   records, missing Appointment records, etc. This type of information is   still available in reports if setting the Tutors to “Inactive”.
 
  
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| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | [[Term_for_“Consultants”|Term for “Consultants”]] <HR>
  
==Create a Consultant==
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*In  order to create a '''Consultant''', you'll need to be logged in as an  Administrator. Scroll over the magnifying glass in the Trac Navigation  bar, and select '''Center profiles'''. In the Center Profile Listing,  select the Center Profile that you want to create the Consultant in.
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| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | [[Creating_Consultants|Creating Consultants]] <HR>
  
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*Once  you've opened the Center Profile, navigate to the '''Consultants'''  tab, and click '''Load''' to load the Consultants. Click on '''List  Options''', and '''Create New''' to create a new Consultant.
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:[[image:newConsultant.jpg|thumb|150px|none]]
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| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | [[Section_Specialties|Section Specialties]] <HR>
  
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*Enter the '''First Name''' and '''Last Name''' of the new consultant/tutor. Under the name you will see more tabs.
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===GENERAL INFO===
 
 
 
 
 
:[[image:General_Info.jpg|thumb|150px|none]]
 
 
 
;Classification:
 
:You  can classify the consultants, in order to keep track of a group of  consultants, or run reports on them. (e.g. Peer Tutors, Student Workers,  etc.)
 
 
 
;Location:
 
:If  you have multiple  locations inside of one Center that Consultants can  meet with a student  at, then you may enter the primary location of a  consultant here.
 
 
 
;Fund:
 
:If you have multiple funding options for Consultant payrolls, you may enter the Fund that this Consultant is paid through here.
 
 
 
;Alias:
 
:The  Alias is used as an alternative name for the Consultants. This is  useful if you allow students to book their own appointments, since it  will prevent them from seeing the Consultant's full name.
 
 
 
;Login ID/Password:
 
:The  login ID is required for all Consultants, even if you are using LDAP  authentication. The password is optional for local authentication.
 
 
 
;Payroll:
 
:The  information on the right of the general info tab is for payroll  information. Her you can enter an optional mailbox number, pay rate, and  any hiring information you would like to record.
 
 
 
;Schedule Tab:
 
:The  Consultants have an optional schedule tab that will appear if the  schedule tab checkbox is marked on their profile. The drop down box  indicates the access to their schedule the Consultant will have if no  schedule privileges have been assigned through the Group that the  Consultant is assigned to.
 
 
 
;Notes:
 
:If you would like to keep any Notes about a Consultant on the Consultant's Profile, this would be the place to do so.
 
 
 
 
 
===CONTACT INFO===
 
 
 
 
 
:[[image:Contact_Info.jpg|thumb|150px|none]]
 
 
 
;Address:
 
:Here you can enter the home or mailing address of the Consultant.
 
 
 
;Email:
 
:The Consultant's email address is important if you would like to send emails to the Consultant regarding appointments.
 
 
 
;Phone:
 
:You may enter up to four different contact numbers for each Consultant.
 
 
 
;Notes2:
 
:This is a second notes field if you want to enter additional notes about the Consultant.
 
 
 
;Student ID:
 
:If  the Consultant is also a student, or if you want to track Consultant  hours for payroll, the the Consultant profile needs to be linked to a  Student profile through the Student ID field. This box is a live search  box, so you can search for the student profile by either name or  Student  ID. If the Student ID has not been created in the database, you  can  also create the profile from this field.
 
 
 
 
 
===SUBCENTERS===
 
 
 
:[[image:Subcenters.jpg|thumb|150px|none]]
 
  
The  '''Subcenters''' tab is where you assign the Consultant to the Center  they will be working in. It's possible to assign a Consultant to more  than one Center.
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<BR  />
  
====Note====
 
 
Once you've completed the first three tabs, you'll need to save the Consultant Profile before continuing on to the other tabs.
 
 
 
===CERTIFICATIONS===
 
 
 
:[[image:Certifications.jpg|thumb|150px|none]]
 
 
 
The  '''Certifications''' tab allows you to add any Certifications that a  Consultant receives to their profile. Click on '''Create New''' to add a  new Certification.
 
 
 
===SECTION SPECIALTIES===
 
 
 
:[[image:Section_Specialties.jpg|thumb|150px|none]]
 
 
 
If  the Consultant specializes in any courses that students are enrolled  in, you can indicate which sections they are able to Tutor in by  checking the box to the left of the Section. You may also use the Search  box at the top of the page to filter your Sections by Subject, and  then  click Select to mark all of the filtered Sections at once.
 
 
===REASON SPECIALTIES===
 
 
 
:[[image:Reason_Specialties.jpg|thumb|150px|none]]
 
 
If  the Consultant specializes in any reasons that students visit the  Center for, you can indicate the reasons here by checking the box to the  left of each reason.
 
 
 
'''Be sure to save the Consultant profile before exiting this page.'''
 
 
 
Clicking on an existing consultant's name allows you to edit or update their information.
 
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Revision as of 15:39, 10 July 2018

User Manual Contents

RgtArr.gif Introduction
RgtArr.gifSetting up your Trac system
RgtArr.gifGroup Settings
RgtArr.gifSections
RgtArr.gifReasons
DwnArr.gifConsultants
B.gif Term for “Consultants”
B.gif Creating Consultants
RgtArr.gifStudent Records
RgtArr.gifAvailabilities
RgtArr.gifAppointment Scheduling
RgtArr.gifVisits
RgtArr.gifResources
RgtArr.gifList Management
RgtArr.gifKiosk
RgtArr.gifCustomize My Trac

Consultants
Consultants (Tutors) may now be linked to multiple Centers and can be shared across multiple profiles. Consultant records are owned by the profile in which they were originally created. While the consultants can be assigned to multiple profiles and have separate privileges within each profile, the consultants can only be removed/deleted from the profile that owns the record. It is not recommended to remove/delete consultants, but to simply mark them as Inactive. This will allow you to continue to run reports identifying which appointments and visits were related to that consultant.

A common question with tutors is: If we know tutors aren't coming back, do we delete them or make them inactive? It's best if you do not delete the Tutors right away and that you set those accounts to inactive. Deleting the Tutor can lead to incomplete visit records, missing Appointment records, etc. This type of information is still available in reports if setting the Tutors to “Inactive”.

Term for “Consultants”
add text
Creating Consultants
add text
Subcenter Assignment
add text
Section Specialties
add text
Reason Specialties
add text