TracCloudTrainingResources: Difference between revisions
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Revision as of 11:49, 21 April 2022
TracCloud Training Resources
1st/2nd Training: Profile-related Records.
- Profile Preferences
- Creating or Updating Centers (Homework)
- + Creating Course Lists for your Centers (Homework)
- Creating Permission Groups (Homework)
- Creating Staff/Consultant Accounts (Homework)
- + Creating Course Lists for your Consultants (Homework)
- Creating or Updating Reasons (Homework if applicable)
2nd/3rd Training: Profile Preferences.
- Log In/Out Prefs
- + Log Listing Customization
- Log Listing Message, KIOSK Notices, Custom KIOSKs Prefs
- Scheduling Prefs
- + Appointment Display
- Emails (Homework)
- + Twig Guide (if needed)
- Location, Hours and Description
- Payroll Setup (if applicable) (Homework if applicable)
3rd/4th Training: Global Preferences.
- System Preferences
- Search Availability Options
- Terms
- Student Entry Choices
- Dashboard Charts
- Custom Fields
- Student Lists
- Document Types and Emails
- Task Types
- Email Templates
- Special Needs, Skills, and Accommodations
- Notification Types
- Welcome Messages
- Confirm Bio
4th/5th Training: Continuing System Prefs and Modules.
- SAGE (Homework if applicable)
- SurveyTrac (Homework if applicable)
- Whiteboard
- Q2 Tables
- TextAlerts
6th/7th Training: Recording Visits and Managing Schedules.
7th/8th Training: Running reports (typically a few weeks after going live).