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Hamburger_Menu

Hamburger Menu

Every listing page in the Trac System features a hamburger menu with utilities to search for or interact with your list of records. Some of these options are specific to a certain listing/record-type, others are shared. The following list includes definitions for the hamburger menu options available on this listing, and how they can be utilized.

List_All

• List All

This option will show all records on the current listing. Some listings have an additional toggle for only showing "Active" records, such as Students and Registrations, which will still override a "List All" search if checked.

Search

• Search

This utility will open a pop-up window unique to each Listing it's present on, allowing you to search your records by a number of different fields.

AllAttendance

• All Attendance, Today, Recent Attendance, etc

These options allow you to quickly search for a specific date range for your attendance records. Recent Attendance is the default, showing the past 6 months of data.

AllAppointments

• All Appointments, Today, Recent Appointments, etc

These options allow you to quickly search for a specific date range for your appointment records. Recent Appointments is the default, showing the past 6 months of data.

Search_Students

• Search

This utility will open a pop-up window unique to each Listing it's present on, allowing you to search your records by a number of different fields. In the case of the Student Listing, you could use this to search related records, such as 'Students who have at least 2 Visits in the Learning Center' or 'Students with a recent Document upload in their timeline.'

Power_Search

• Power Search

This option provides a simple but powerful search utility to find the records you need. String together multiple searches, adding or removing results for each. Use Search Symbols to include ranges of data, and Save Searches for later use if needed. The search term 'blankornull' can be used to find all records with a value of nothing ("") or null ().

Saved_Searches

• Saved Searches

See Saved Searches for more information.

Lists

• Lists

See Student Lists and Watch Lists for more information.

FindMerge_Duplicates

• Find/Merge Duplicates

These utilities can be used to cleanup duplicate records in your Trac System. We highly recommend reaching out to Redrock Support directly for assistance in cleaning up this data.

Find_by_Values

• Find by Values

This utility can be used to search one field for multiple values. If you have a spreadsheet containing a list of student IDs, this is an easy way to pull up the same list of students in TracCloud by copying the ID column into this search field.

Change_Field_Values

• Change Field Values

This utility allows you to make modifications in to your records in bulk. Similar to the Merge Duplicates utility, we highly recommend coordinating with Redrock Support directly on this setting.

Selected

• Selected...

The Selection utility offers several options to manage your records. You can use this to select records in bulk, or you can manually check the box to the right of any records you want to include on the listing itself. Then within 'Selected' you can delete, merge, or copy the records you've selected.

Views

• Views

See Views for more information.

Send_Email

• Send Email

Allows you to send an email directly to a list of users.

Show_these

• Show these <records>

This utility takes your selection of records, finds the related records, and takes you to that listing with the resulting records. For example, on the Registration listing, you can "Show these Students" to display the student records for the registrations that you were viewing.

Create_Chart

• Create Chart

Based on the data currently being viewed a chart can be generated to visually illustrate the relationships in the data.

Export_CSV

• Export CSV

Export current listing contents to a CSV file.

Print

• Print

Allows you to print the contents of the current listing, by extension this also allows you to export the current list as a PDF file.

New_Record

• New <Record>

Allows you to create a new record based on your selected listing.

Toggle_Photos

• Toggle Photos

Enable or disable student photos on the Student Listing.

Register_In

• Register In

Allows you to quickly enroll a student in a new registration. Depending on your import configuration, manually recreated registrations may be deactivated during your auto-import.

Create_Referral

• Create Referral

Allows you to create a batch referral through SAGE. More information.

Send_Survey

• Send Survey

Allows you to send a survey to the current student list. More information.

Create_Task

• Create Task

Allows you to send a task to the current student list. More information.

Assign_Success_Plan

• Assign Success Plan

Allows you to assign a new Success Plan to the current student list. More information.

Search_by_Term_Enrollment

• Search by Term Enrollment

Allows you to search based on the students' enrollment in a specific term or multiple terms.

Recalc_These_Grades

• Recalc These Grades

See Grade Groups and Assignments for more information.

BatchCreateCertAndBatchActivate

• Batch Create Certifications/Work Visits & Batch Activate/Deactivate

Allows you to create these Staff-specific records in bulk, or change the activation status of many staff members at once.

Find_on_Course_List

• Find on Course List

This allows you to filter the list of registrations by a course list.