Template

Template:TracCloudListingDescriptions

From Redrock Wiki

Revision as of 10:20, 24 April 2023 by Redrock (talk | contribs) (Created page with "<b>This template is used to provide descriptions throughout the TracCloud Listings guide. If you've ended up here by mistake, click here to return to the Listings wiki.</b> Every description can potentially be used across multiple Listing articles. Do not use specific examples on this page unless needed, and add "_ListName" to differentiate them in those cases. Transclude sections like this: <nowiki>{{#lst:Template:TracCloudListingDes...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)

This template is used to provide descriptions throughout the TracCloud Listings guide. If you've ended up here by mistake, click here to return to the Listings wiki.

Every description can potentially be used across multiple Listing articles. Do not use specific examples on this page unless needed, and add "_ListName" to differentiate them in those cases.

Transclude sections like this: {{#lst:Template:TracCloudListingDescriptions|List_All}}, replacing 'List_All' with the relevant description code below.

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.

9599148.png


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.


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.'
6326468.png


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 ().
5300567.png


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.
5240726.png


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_Students

  • Show these Students
This utility takes your selection of Visits/Registrations, finds the related students, and takes you to the Students Listing with the resulting list.


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.


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.