TracCloudWhatsNew
From Redrock Wiki
This page highlights some of the recent changes made to the TracCloud platform, and how you can utilize them on your own instance. A list of past changes and a full changelog can be found in the tabs above.
If you have any questions about these changes, feel free to reach out to us on our helpdesk.
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Search Availability Options
These preferences allow you to modify the behavior of the Search Availability widget on the 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 TutorTrac profile in the same instance, you may want reason to be a required search criteria for Advising, but only require Subject for Tutoring. These options allow you to offer a separate widget for each profile. If your campus needs more than 5 widgets, this can be added at an additional cost. Reach out to sales@go-redrock.com for more information.
Search Availability Widgets
- Activate primary/secondary/tertiary search availability option
- This allows you to enable additional search widgets when needed. The primary option is enabled by default.
- This allows you to enable additional search widgets when needed. The primary option is enabled by default.
- Search Availability Title
- This allows you to modify the name of the Search Availability widget on the dashboard. Also displays within the header of the subsequent search results page.
- This allows you to modify the name of the Search Availability widget on the dashboard. Also displays within the header of the subsequent search results page.
- Default Search Option
- This determines whether the Schedule an Appointment dashboard utility defaults to “First Available” or “Choose Date.” The latter will prompt staff and students to select a Profile, Center, and Date Range for their search results. Hide Search Option will hide this choice, preventing users from using anything but the default. Require Center can be used in combination with Default: Choose Date and Hide Search Option to always require that students select a center to find availabilities.
- This determines whether the Schedule an Appointment dashboard utility defaults to “First Available” or “Choose Date.” The latter will prompt staff and students to select a Profile, Center, and Date Range for their search results. Hide Search Option will hide this choice, preventing users from using anything but the default. Require Center can be used in combination with Default: Choose Date and Hide Search Option to always require that students select a center to find availabilities.
- Show Profile Option to Student
- When “Choose Date” Is used when searching for availabilities, the user is asked which Profile and Center they want to search in. This option provides the ability to disable the Profile choice for students.
- When “Choose Date” Is used when searching for availabilities, the user is asked which Profile and Center they want to search in. This option provides the ability to disable the Profile choice for students.
- Allow Search Subject/Reasons
- Allows you to disable the Subject or Reason search options within the Schedule an Appointment utility.
- Allows you to disable the Subject or Reason search options within the Schedule an Appointment utility.
- Search Subject/Reason Prompt
- Allows you to modify the phrasing of these drop-down fields in the Search Availability box on the dashboard. Search Conjunction determines whether the two fields are separated by an And or an Or.
- Allows you to modify the phrasing of these drop-down fields in the Search Availability box on the dashboard. Search Conjunction determines whether the two fields are separated by an And or an Or.
- Allow Special Skills
- If enabled, students/staff will see the skills and accommodations search field when searching for availabilities. This should be enabled if using this functionality.
- Linked Special Skills
- This allows you to restrict which skills/accommodations are available in this widget. Default is blank (all).
- This allows you to restrict which skills/accommodations are available in this widget. Default is blank (all).
- Allow user to adjust chosen special skills
- If checked, users can specify which skills/accommodations they want to search for. If unchecked, all available special skills will be chosen (as determined by Linked Special Skills).
- If checked, users can specify which skills/accommodations they want to search for. If unchecked, all available special skills will be chosen (as determined by Linked Special Skills).
- Load Skills from Student
- Automatically select student skills/accommodations based on Linked special needs to student lists detailed above.
- Auto Choose Modality
- If a modality is chosen in this field, only availabilities matching that modality will appear in search results. For example, you may have an in-person search availability widget and a separate online search availability widget. Unless this kind of configuration is needed, it's recommended to leave this field blank (i.e., all modalities).
- If a modality is chosen in this field, only availabilities matching that modality will appear in search results. For example, you may have an in-person search availability widget and a separate online search availability widget. Unless this kind of configuration is needed, it's recommended to leave this field blank (i.e., all modalities).
- Search Availability Instructions
- A custom message that displays during the Search Availability process for staff/students. This field supports HTML.
- A custom message that displays during the Search Availability process for staff/students. This field supports HTML.
- Hide Dropins from Students
- If enabled, Drop-in-type availabilities will not appear in availability search results for students.
- If enabled, Drop-in-type availabilities will not appear in availability search results for students.
- Do not stack similar results
- By default, TracCloud will stack similar availabilities in search results. This requires that the availabilities have the same meeting type, start time, end time, and center. Clicking on the stack expands the availabilities, where students can choose the consultant they want to work with. Enabling this option disables this functionality, so that availabilities are never stacked.
- By default, TracCloud will stack similar availabilities in search results. This requires that the availabilities have the same meeting type, start time, end time, and center. Clicking on the stack expands the availabilities, where students can choose the consultant they want to work with. Enabling this option disables this functionality, so that availabilities are never stacked.
- Linked Profiles & Linked Centers
- This option allows you to only show availabilities from a particular profile or center (or multiple profiles/centers). The default for both is blank, meaning availabilities from all profiles/centers will be shown. Center choice does not override profile choice, if you select Profile 1 and a center from Profile 2, the Profile 2 center will not appear in search results. Profile 2 must also be linked to the widget, or the linked profiles field can be left blank.
- This option allows you to only show availabilities from a particular profile or center (or multiple profiles/centers). The default for both is blank, meaning availabilities from all profiles/centers will be shown. Center choice does not override profile choice, if you select Profile 1 and a center from Profile 2, the Profile 2 center will not appear in search results. Profile 2 must also be linked to the widget, or the linked profiles field can be left blank.
- For Students on List
- This allows you to only display this search widget to this List of Students. Leave blank to disable.
- This allows you to only display this search widget to this List of Students. Leave blank to disable.
Additional settings can be found beneath these settings. These apply to all search availability widgets.
Search Availability Preferences
- Additional Instructions
- Optional text that appears for those using the 'Choose a Date & Center' option for availability search. "Appointments must be scheduled at least 12 hours in advance" in the example screenshot below.
- Optional text that appears for those using the 'Choose a Date & Center' option for availability search. "Appointments must be scheduled at least 12 hours in advance" in the example screenshot below.
- Prompt for choosing which profile/center of services and Title for All Profiles/Centers option
- Change the phrasing of these choices within the 'Choose a Date & Center' option.
- Change the phrasing of these choices within the 'Choose a Date & Center' option.
- Default search availability date choice
- Sets the default date choice within the 'Choose a Date & Center' option.
- Sets the default date choice within the 'Choose a Date & Center' option.
- Unbooked availabilities become dropins to students on search availability
- If checked, in the event that an in-person availability block is not booked within the allowed limit of your profile scheduling restrictions, the availability block will continue to be shown to students as an in-person drop-in to allow the time slot to still be utilized. You can make exceptions to this rule via permission groups under the "Scheduling" tab.
- If checked, in the event that an in-person availability block is not booked within the allowed limit of your profile scheduling restrictions, the availability block will continue to be shown to students as an in-person drop-in to allow the time slot to still be utilized. You can make exceptions to this rule via permission groups under the "Scheduling" tab.
- Hide number of slots found when the campus rules 'too soon' message is displayed
- When searching for availabilities beyond what your "Schedule no sooner than" preference allows, TracCloud will inform the user/student that there are X number of availabilities on that date, and to come back later. If you'd prefer that TracCloud did not give a total number, this preference can be enabled.
Additional Settings
- Master List for Search Availabilities Subject
- Allows you to restrict Search Availability to a specific list of sections, overriding the Center and Consultant course lists.
- Allows you to restrict Search Availability to a specific list of sections, overriding the Center and Consultant course lists.
- Name for...
- These options allow you to change the phrasing of availabilities types in your Trac System. For example, if your students find 'Multi-person' more clear than 'Group', it can be changed here. Default phrasing will be used if these are left blank.
- These options allow you to change the phrasing of availabilities types in your Trac System. For example, if your students find 'Multi-person' more clear than 'Group', it can be changed here. Default phrasing will be used if these are left blank.
- Format to display Search Subject
- Allows you to modify the format of subjects within the Search Availability widget. E.g., including or excluding Title, Section, Faculty, etc.
- Allows you to modify the format of subjects within the Search Availability widget. E.g., including or excluding Title, Section, Faculty, etc.
- Allow Course Lists to be assigned to availabilities
- Allows you to choose a course list in the availability subject field as a form of section group. If a course list is selected on a drop-in availability and the student joins with the ad-hoc QR code, the closest matching section from their registrations will be automatically chosen, similar to SI Batch Visits.
- Allows you to choose a course list in the availability subject field as a form of section group. If a course list is selected on a drop-in availability and the student joins with the ad-hoc QR code, the closest matching section from their registrations will be automatically chosen, similar to SI Batch Visits.
- Allow move appointment to earlier time
- This allows you to move appointments to a past availability slot with the "Move" button in appointment records, and how many hours in the past are allowed. The recommended value for this option is 0.
- This allows you to move appointments to a past availability slot with the "Move" button in appointment records, and how many hours in the past are allowed. The recommended value for this option is 0.
- Relax Availability Reasons restrictions for Specialties (use Center Reasons only)
- By default when creating availabilities and appointments from the staff schedule, the consultant's reason specialties are used to filter the list of available reason choices. Checking this box bypasses that filter, showing all reasons for the center regardless of the consultant's specialties. This does not apply to the search availability dashboard widget(s), where reason specialties will still apply.
Report Unable to Find Appointment
- Setting for Report Unable to Find Appointment
- This adds a utility to the Search for Availability screen allowing staff and students to report that they weren’t able to find an availability that works for them. Button Label can be used to change the student-facing phrasing of this option.
- This adds a utility to the Search for Availability screen allowing staff and students to report that they weren’t able to find an availability that works for them. Button Label can be used to change the student-facing phrasing of this option.
- Off disables this functionality.
- Off disables this functionality.
- Standard provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.
- Standard provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.
- Custom lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.
- Custom lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.
- Button Label
- Changes the label of the button that students would click when using this utility. Report Unable to Find Appointment by default.
- Changes the label of the button that students would click when using this utility. Report Unable to Find Appointment by default.
- Instructions
- This text appears within the "Unable to Find Appointment" prompt for students & staff, and can be used for additional instructions or contact methods.
- This text appears within the "Unable to Find Appointment" prompt for students & staff, and can be used for additional instructions or contact methods.
To give users access to these reports, go to Other > Other Options > Groups > [The group you want to update] > Admin/Modules > Table Access > Add 'Outstanding Appt Requests' > Save. An 'Outstanding Appointment Requests' report is also available, more information here.
2022-07-26 | Search for Students who have Searched for Availabilities
There are now two additional search options on the student listing, listed below.
StudentSearchAvailsUnfound.ForDate= will return all students who searched for an availability but did not book an appointment on the specified date.
StudentSearchAvailsFound.ForDate= will return all students who searched for an availability and DID book an appointment on the specified date.
Confirm Bio
Confirm Bio allows students and staff to update their own information, either by following a URL sent to their email address after a KIOSK login, or within a prompt displayed in their browser after signing in. The information they’re allowed to view/edit is up to you. You can also prevent students from starting a visit until their bio has been confirmed, or even add staff bio as an element of search availability.
Each student and staff member has a checkbox in their profile that represents whether or not they have completed the confirm bio prompt. This checkbox can be reset manually or automatically to ensure that users have the most up to date information in their profile, even if the information differs from what is found in your import file. Students and staff can also manually edit their bio at any time via a widget on their dashboard.
Student Confirm Bio Settings
- Confirm Staff Bio Activation
- Toggles this functionality on or off.
- Toggles this functionality on or off.
- Reset Student Confirmations on date and Next Date Time for Reset
- Provides the option to reset confirmations on a specific date, prompting students to confirm their bio once again.
- Provides the option to reset confirmations on a specific date, prompting students to confirm their bio once again.
- Reset Student Confirmations after days and Reset after ___ days
- Provides the option to automatically reset confirmations after a certain number of days.
- Provides the option to automatically reset confirmations after a certain number of days.
- Confirm Bio Instructions
- This message appears at the top of the Confirm Bio prompt, typically instructions for the information required or terms to agree to.
- This message appears at the top of the Confirm Bio prompt, typically instructions for the information required or terms to agree to.
- Chosen Fields to Display to Student
- These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:
Editable - This field can be edited by students, but if this field is imported, the import will override the contents of this field.
Editable - Prevent Override - Allows editing like above, but the import process will not override the data saved here. Once the bio confirmed checkbox has been checked, no further changes will be made to this field by the import process.
View Only - The student can view the current contents of this field within Confirm Bio, but the field cannot be modified.
- These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:
- Ask Student to Type Initials when confirming
- Students will be prompted to enter their initials before continuing, as a form of e-signature.
- Students will be prompted to enter their initials before continuing, as a form of e-signature.
- Ask Confirmation on KIOSK Login
- If the student's bio hasn't been confirmed, their Kiosk logins can be interrupted with one of the following options. If an email choice is selected, additional settings will be made available (email subject and body). On the kiosk prompts, a QR code will also be available that students can scan instead of checking their email.
- Don't Ask on KIOSK disables this functionality; kiosk logins will be unaffected by Confirm Bio status.
- Show Confirmation Form will display the Confirm Bio form on the screen, prompting the student to fill this out before continuing.
- Send Link via Email - Allow Sign In will cause the Confirm Bio form to be emailed to student, but the student will still be allowed to login.
- Send Link via Email - Required before Sign In will cause the Confirm Bio form to be emailed to the student, and will require it to be filled out prior to visit login.
- Send Link via Email - Required before Sign In will cause the Confirm Bio form to be emailed to the student, and will require it to be filled out prior to visit login.
- Title of Edit BIO button
- Allows you to change the label name of the Confirm Bio button on the student dashboard.
- Title of Confirmation Button
- This determines the name of the submit button. E.g., "Save," "I agree," "Submit," etc.
Staff Confirm Bio Settings
The staff side of these settings starts off similarly with our activation rules.
- Confirm Staff Bio Activation
- Toggles this functionality on or off.
- Toggles this functionality on or off.
- Reset Staff Confirmations on date and Next Date Time for Reset
- Provides the option to reset confirmations on a specific date, prompting staff members to confirm their bio once again.
- Provides the option to reset confirmations on a specific date, prompting staff members to confirm their bio once again.
- Reset Staff Confirmations after days and Reset after ___ days
- Provides the option to automatically reset confirmations after a certain number of days.
- Provides the option to automatically reset confirmations after a certain number of days.
- Confirm Bio Instructions
- This message appears at the top of the Confirm Bio prompt, typically instructions for this process.
- This message appears at the top of the Confirm Bio prompt, typically instructions for this process.
- Chosen Fields to Display to Staff
- These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:
Editable - This field can be edited by staff, but if this field is imported, it will override the contents of this field.
Editable - Prevent Override - Allows editing like above, but the import process will not override the data saved here.
View Only - The staff member can view the current contents of this field within Confirm Bio, but the field cannot be modified.
- These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:
- Ask Staff to Type Initials when confirming
- Staff will be prompted to enter their initials before continuing, as a form of e-signature.
- Staff will be prompted to enter their initials before continuing, as a form of e-signature.
- Allow Edit Course List Specialties
- Provides consultants the ability to edit their linked Course List.
- Provides consultants the ability to edit their linked Course List.
- Allow Edit Reason Specialties
- Provides consultants the ability to edit their own Reason Specialties.
- Provides consultants the ability to edit their own Reason Specialties.
- Allow Edit Personal BIO Text
- Provides consultants the ability to edit their own Staff Bio. This is ties into the Show Staff BIO on Search Availability setting.
- Provides consultants the ability to edit their own Staff Bio. This is ties into the Show Staff BIO on Search Availability setting.
- Allow Upload Photo
- Provides consultants the ability to upload a photo to their staff record.
- Provides consultants the ability to upload a photo to their staff record.
- Allow Edit Special Needs / Accommodations
- Provides consultants the ability to edit their own skills / accommodations. More information.
- Provides consultants the ability to edit their own skills / accommodations. More information.
- Title of Edit BIO button
- Allows you to change the label name of the Confirm Bio button on the staff dashboard.
- Allows you to change the label name of the Confirm Bio button on the staff dashboard.
- Title of Confirmation Button
- This determines the name of the submit button. E.g., "Save," "I agree," "Submit," etc.
- This determines the name of the submit button. E.g., "Save," "I agree," "Submit," etc.
- Chosen Fields to Auto Update Staff Data
- In the event that your consultant is linked to a student account (based on the two records having the same username), you can automatically pull a few data points from their student profile into the consultant profile to save time and to ensure they're up to date based on your SIS import. Phone, Name, Email, etc. Manual changes to student accounts also use this auto update utility.
- In the event that your consultant is linked to a student account (based on the two records having the same username), you can automatically pull a few data points from their student profile into the consultant profile to save time and to ensure they're up to date based on your SIS import. Phone, Name, Email, etc. Manual changes to student accounts also use this auto update utility.
- Show Staff BIO on Search Availability
- This enables Staff Bio to be visible to students when searching for availabilities by clicking on a particular consultant's name from the availability search results.
- This enables Staff Bio to be visible to students when searching for availabilities by clicking on a particular consultant's name from the availability search results.
- Layout of the Staff BIO
- If the above option is enabled, this determines what/how consultant information is displayed. By default, their Name, Photo, and Phone will appear on the left, with the written Staff Bio on the right. This grid can be changed/moved as needed.
2022-06-16 | Search by Location on Schedule
A new System Preference is now available that allows you to search the staff schedule based on location. This is found in Other > Other Options > Preferences > System Preferences > Activate Location Filtering.
Once enabled, you can easily search the schedule by a consultant's assigned location.
Profile Preferences
Prefs
Reasons
Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as “Counseling,” “Study Plan Help,” or “Exam.” This would let the consultants know what the student needs help with, provide preparation details and information as needed, and gives your staff additional information for reports. Reasons can be managed by going to Other > Other Options > Profiles > [Your Profile] > Reasons.
The hamburger icon contains several management options, detailed below.
- Show Activated
- This will display globally activated reasons (left-side checkbox).
- This will display globally activated reasons (left-side checkbox).
- Activate/Deactivate Found Records
- Activate/Deactivate reasons in bulk, based on your last search result.
- Activate/Deactivate reasons in bulk, based on your last search result.
- New Reason
- Create a new reason.
- Create a new reason.
- Add Multiple Reasons
- Create multiple reasons at once, each on its own line.
Creating Reasons
Click on the hamburger button, then select “New Reason” to be brought to the Reason creation menu.
- Profile
- By default, the profile we started creating this reason in will be selected, however, we can change this value or even choose “Available for All Profiles.”
- By default, the profile we started creating this reason in will be selected, however, we can change this value or even choose “Available for All Profiles.”
- Reason
- The name of the reason, this will be what’s selected by students or staff during appointment scheduling and kiosk logins.
- The name of the reason, this will be what’s selected by students or staff during appointment scheduling and kiosk logins.
- Category
- The category this reason is assigned to. More information on this can be found further into this article.
- The category this reason is assigned to. More information on this can be found further into this article.
- Sort Code
- Manually specify how your reasons are sorted during login or appointment search. This can be numeric, or you can simply paste your reason name to sort alphabetically.
- Manually specify how your reasons are sorted during login or appointment search. This can be numeric, or you can simply paste your reason name to sort alphabetically.
- Log Out Method & Visit Time
- There are three Methods available.
- Auto Logout After Time, which will automatically log the student out of the center when the time specified in Visit Time is reached.
- Auto Logout Immediately will log the student out immediately after they’re logged in and create a visit record of the length specified in Visit Time.
- Notify Time Expired, which will send out an email based on the checkboxes used when the time limit is reached. The contents of this email will be determined by your 'Visit Duration Notification' email in your Profile Prefs.
- There are three Methods available.
- Inactive
- We never recommend deleting records in TracCloud, as this removes them from reports and related records. In the event that you are no longer utilizing a reason, you’ll want to check the Inactive box instead of deleting it to keep the records available and accurate.
- We never recommend deleting records in TracCloud, as this removes them from reports and related records. In the event that you are no longer utilizing a reason, you’ll want to check the Inactive box instead of deleting it to keep the records available and accurate.
- Work Reason
- Work reasons allow consultants to login to TracCloud and track their work hours. This data will then be available to users with appropriate permissions via payroll reports. For more information on payroll tracking in general, click here.
- Work reasons allow consultants to login to TracCloud and track their work hours. This data will then be available to users with appropriate permissions via payroll reports. For more information on payroll tracking in general, click here.
- Ignore Section Specialties when Searching Availabilities with this Reason
- This functions similarly to the 'Ignore Specialties' options in Centers. If a student is searching for availabilities and selects a Reason with this checkbox enabled, they will see all consultants assigned to this Reason regardless of subject chosen. Typically used for Writing or Coaching-related Reasons.
- This functions similarly to the 'Ignore Specialties' options in Centers. If a student is searching for availabilities and selects a Reason with this checkbox enabled, they will see all consultants assigned to this Reason regardless of subject chosen. Typically used for Writing or Coaching-related Reasons.
- Do NOT SHOW for Students (staff only)
- If checked, this Reason will only appear for staff who are booking appointments on behalf of students. Students themselves will not see this Reason.
- If checked, this Reason will only appear for staff who are booking appointments on behalf of students. Students themselves will not see this Reason.
- Do NOT SHOW for Appointments
- Do NOT SHOW for KIOSKS
- Do NOT SHOW for Batch Visits
- Don’t show this reason under these specific circumstances.
- Don’t show this reason under these specific circumstances.
Assigning Reasons to Centers
There are two ways to assign Reasons to your Centers, first is directly from this tab in your Profile. The checkbox button on the right-side allows you to activate/deactivate reasons for the center selected in the top-left corner, or display all activated reasons for the selected center. This can also be used with “All centers” selected, allowing you to quickly add or remove a reason from all of your centers.
Reasons can also be assigned from your Center directly. From your Profile, click on the Centers tab followed by the Center you want to update. The very last option on this page is 'Active Reasons,' allowing you to add or Remove reasons for this specific Center.
Reason Categories
Categories allow you to group different reasons together. If you have several reasons available, it can be beneficial to group them into categories that staff and students can select when booking appointments.
These Categories will appear followed by “…”, which when clicked will prompt you to choose a Reason within the category.
As an example, a “Placement Assessment” category that contains different assessment reasons for each course. A “Note-Taker” category, “Make-Up,” etc. If you have multiple reasons that would be better grouped together, putting them in the same category allows for improved organization and an easier appointment booking process for staff and students.
See Also
- Log In/Out Preferences - To require users select reason during visit login.
- Search Availability Options - To require users select reason during appointment searches.
- Staff & Consultants - Assigning reason specialties to staff.
System Preferences
This is the first menu in your "Global Preferences" containing options that affect all profiles. "System Preferences" contains various options like your system theme, withdraw codes, default statuses and schedule views, alias formats, and more. You can find these preferences in Other > Other Options > Preferences > System Preferences
System Preferences
- Center Name
- This is the campus name for your Trac System. Appears in the top-right corner of your dashboard and will be used as the contact name for emails sent from the Trac System.
- Center Email
- Effectively a fallback email address. If an email needs to be sent, but the account/profile doesn’t have an email address configured, this will be used instead.
- Effectively a fallback email address. If an email needs to be sent, but the account/profile doesn’t have an email address configured, this will be used instead.
- Name for your Client
- Determines the phrasing of clients in TracCloud, “Student,” “Tutee,” “Client,” etc.
- Determines the phrasing of clients in TracCloud, “Student,” “Tutee,” “Client,” etc.
- Colors
- Determines the color of your navigation bar and accent colors, allowing you to match the color-scheme of your campus website. Clicking on these fields also brings up an interactive color picker if you don’t have the hex value available.
- Image
- Upload your campus logo here. This will display faded into the background of TracCloud.
- Upload your campus logo here. This will display faded into the background of TracCloud.
- Main Login Instructions
- This text appears on the local account login screen for your Trac System. This can be ignored if you don't use local accounts.
Withdraw Codes and Statuses
- Withdraw Codes
- This is where you can specify the withdrawn/dropped statuses for student enrollments. During the import process, if a student’s registration contains one of these codes, the enrollment will be deactivated. Withdraw via Which Field determines where the drop code is stored/imported, grade or registration status.
- This is where you can specify the withdrawn/dropped statuses for student enrollments. During the import process, if a student’s registration contains one of these codes, the enrollment will be deactivated. Withdraw via Which Field determines where the drop code is stored/imported, grade or registration status.
- Keep Enrolled Codes
- This is the opposite of Withdraw Codes. Any values entered here will be set to active during the import process.
- This is the opposite of Withdraw Codes. Any values entered here will be set to active during the import process.
- Deactivate when not imported
- Deactivates registrations in the event that they’re not found in the most recent import file. This overrides "Keep Enrolled Code," a registration with an active code will still be deactivated if it's not being imported.
- Deactivates registrations in the event that they’re not found in the most recent import file. This overrides "Keep Enrolled Code," a registration with an active code will still be deactivated if it's not being imported.
- Deactivate after x Days not Imported
- This is an optional buffer that can be used in combination with Deactivate when not imported. By default, registrations will be deactivated when they were not provided in the current day's files. This preference can be used to add a buffer for when the registration will be set to inactive, e.g., 5 days after it was last imported.
- This is an optional buffer that can be used in combination with Deactivate when not imported. By default, registrations will be deactivated when they were not provided in the current day's files. This preference can be used to add a buffer for when the registration will be set to inactive, e.g., 5 days after it was last imported.
- Appointment Statuses
- These statuses are used when a profile doesn’t already have appointment statuses defined.
- These statuses are used when a profile doesn’t already have appointment statuses defined.
- Cancellation reasons a student can choose from
- This is a preset list of cancellation reasons a student can choose from, in addition to the standard text field offered when a student attempts to cancel their appointment.
- This is a preset list of cancellation reasons a student can choose from, in addition to the standard text field offered when a student attempts to cancel their appointment.
- Student cancellation reason required
- If checked, a student will not be able to cancel without providing a reason (written or from the preset list above).
- If checked, a student will not be able to cancel without providing a reason (written or from the preset list above).
- Calc Missed Appointments Since
- Calculate total missed appointments since this date, used for blocking students from booking appointments if they’ve excessively missed past appointments. This preference is only used if the profile doesn’t already have a Calc Missed Appointments Since value defined. Automatically Use Term Start can be used if you'd like to use the start date of your semester instead.
- Calculate total missed appointments since this date, used for blocking students from booking appointments if they’ve excessively missed past appointments. This preference is only used if the profile doesn’t already have a Calc Missed Appointments Since value defined. Automatically Use Term Start can be used if you'd like to use the start date of your semester instead.
General Appointment Settings
- Default Online Options
- When an appointment/availability is designated as Online, you’re provided the option of choosing a URL for the appointment to take place in. This would typically be the consultant’s assigned static link (found in their profile), but you can also have a few preset options as defined in this field. This could be used for breakout rooms, or placeholder URLs with example session IDs. This is additionally used for the Whiteboard and Q2 modules, if applicable.
- Text to display when appointment is In Person / Online / Asynchronous
- Text entered here is displayed within appointment records (to both students and staff) if an appointment matches the specified meeting type, allowing for further clarification on the type of appointment being booked.
- Keep physical Location for online visits (not recommended)
- If checked, for online optional availabilities, when a student attends an online session, the in-person location will carry through to the visit record rather than the online location. This option is almost always disabled except for very specific use-cases.
- If checked, for online optional availabilities, when a student attends an online session, the in-person location will carry through to the visit record rather than the online location. This option is almost always disabled except for very specific use-cases.
- Default start time on calendar and number of hours to show on calendar
- This allows you to set default visible calendar hours for new staff accounts. This can be overridden by individual staff accounts setting their own schedule options (shown in screenshot below). For example, to set the default to 7am to 6pm, set Start Hour to 7 and Number of Hours to 11.
- Default start day to show on calendar
- This determines what day of the week is shown first on the staff schedule view. This can be overridden by individual staff like the above calendar time option.
- This determines what day of the week is shown first on the staff schedule view. This can be overridden by individual staff like the above calendar time option.
- Default sticky drag minutes
- When you click and drag an availability/appointment on the staff schedule, it will snap to 15-minute increments by default. This is so you don't end up with availabilities running from 9:01 to 9:56am, for example. This preference allows you to change those increments. Start time minutes affects your initial click (before you start dragging the time slot), while Duration minutes affects the length of the block that you create. This can always be overridden within the availability options.
- When you click and drag an availability/appointment on the staff schedule, it will snap to 15-minute increments by default. This is so you don't end up with availabilities running from 9:01 to 9:56am, for example. This preference allows you to change those increments. Start time minutes affects your initial click (before you start dragging the time slot), while Duration minutes affects the length of the block that you create. This can always be overridden within the availability options.
- Allow students to see cancelled appointments on dashboard
- Cancelled appointments are not shown to students in their Upcoming Appointments menu by default. Enabling this option changes that, including cancelled appointments in the list. If enabled, you may need to make an adjustment to your Upcoming Appointment Preferences as described, otherwise there will be no visual difference between an upcoming and a cancelled appointment. This is included in the default appointment display out of the box.
- Cancelled appointments are not shown to students in their Upcoming Appointments menu by default. Enabling this option changes that, including cancelled appointments in the list. If enabled, you may need to make an adjustment to your Upcoming Appointment Preferences as described, otherwise there will be no visual difference between an upcoming and a cancelled appointment. This is included in the default appointment display out of the box.
- Default view for students/consultants on dashboard
- Both of these user types can view their upcoming and past appointments on the main menu. This option determines the default setting of this widget, showing the current day's appointments, the week, or list (which allows them to continuously load future appointments). Regardless of which option is chosen, users will still be able to manually choose any of these three options.
- Both of these user types can view their upcoming and past appointments on the main menu. This option determines the default setting of this widget, showing the current day's appointments, the week, or list (which allows them to continuously load future appointments). Regardless of which option is chosen, users will still be able to manually choose any of these three options.
- Allow students to view accepted Terms and Conditions on dashboard
- If checked, students will be able to view any terms and conditions that they've previously accepted.
- If checked, students will be able to view any terms and conditions that they've previously accepted.
- Hide student login from class roster list
- If checked, the visit start/stop buttons in availability group rosters will be disabled.
Consultant CourseLists, TimeCheck, Aliases
- Lock Course Lists to Consultants
- This effectively puts all Course Lists in a "Lock to SysAdmin [or other staff admin]" state, preventing Consultant-type accounts from making further changes.
- This effectively puts all Course Lists in a "Lock to SysAdmin [or other staff admin]" state, preventing Consultant-type accounts from making further changes.
- Allow Consultant Time Check on Dashboard
- Allows staff members to view a Time Check-style menu on their dashboard, showing a quick summary of their recent work visits. If enabled, you can also choose the number of weeks shown in the Time Check window.
- Allows staff members to view a Time Check-style menu on their dashboard, showing a quick summary of their recent work visits. If enabled, you can also choose the number of weeks shown in the Time Check window.
- Activate Consultant Enter Notes on Work Visit Log Out
- If checked, consultants will see a pop-up asking them to enter notes when they log out of their work visits.
- If checked, consultants will see a pop-up asking them to enter notes when they log out of their work visits.
- Prompt for enter work visit notes on conclusion
- If the above option is enabled, this allows you to add custom text above the notes field if additional instructions are needed.
- If the above option is enabled, this allows you to add custom text above the notes field if additional instructions are needed.
- Consultant Alias Format
- If your Profile is set to use Consultant Alias rather than full name, this preference determines the format of that Alias. The default value of 'Use Consultant Alias Field' will use each consultant's personal 'Alias' value, or generic 'Consultant' phrasing if blank. You can also use other automatically generated options, such as First Name Only, First Initial Last Name, etc.
- (First Name Last Initial pictured below)
- Activate Location Filtering
- This will display each consultant's assigned location next to their name in parentheses on the staff schedule.
Availability Entry, Listing Custom Fields, Tip of the Week
- Activate Save And Split button for Availabilities
- Adds a new option on Availability Entry allowing you to split your single block (e.g., 9 to 12, 60 minute times slots) into multiple blocks (9 to 10, 10 to 11, 11 to 12). This is typically left disabled unless you specifically need to manage individual time slots after creating your schedules. If this option is enabled, Show warning message regarding this feature not recommend will change the phrasing of the option in availability entry to show that it's not typically recommended.
- Registration Listing Custom Fields
- If a Custom Field is selected here, it will be displayed as an additional column on the Registrations Listing and Student Registrations pages. This is typically used for custom fields like midterm grade.
- If a Custom Field is selected here, it will be displayed as an additional column on the Registrations Listing and Student Registrations pages. This is typically used for custom fields like midterm grade.
- Certification Listing Custom Fields
- If a Custom Field is selected here, it will be displayed as an additional column on the consultant certifications page. This is typically used for custom fields like certification course.
- If a Custom Field is selected here, it will be displayed as an additional column on the consultant certifications page. This is typically used for custom fields like certification course.
- Show Tip of the Week
- If enabled, SysAdmins will receive occasional newsletters on the dashboard providing information about various TracCloud features.
Resource Management
- Choose to Block Students on List
2022-05-18 | Show Work Visits on Staff Schedule
Work visits can now be displayed on the staff schedule, allowing you to see at a glance when a staff member logged in for work compared to their availabilities and appointments. This will display as a vertical red line overlaying availabilities.
This option can be enabled on a per-Group basis by going to Other > Other Options > Groups > [The Group you want to edit] > Log In/Out > Allow staff to view work visits on schedule. This can be set to allow users in this group to view All work visits on the schedule, or only their own.
