Appointment Status and System Prefs: Difference between pages

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| style="vertical-align:top; font-size:160%; color:#7c1911; padding:30px 0px 0px 0px;" | System Prefs<HR>


| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | '''Appointment Status''' <HR>
|-
|style="vertical-align:top; font-size:120%; " | System Prefs contains several global system preferences, including mail server settings, student permissions, document types, and many more specific settings organized by category.
 
[[File:3h5h3g4b253.png|border|600px]]
 
|-
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | System Prefs <HR>
 
|-


|-
|-
|style="vertical-align:top; font-size:100%; " |'''''defaultProfile'''''<BR />
The defaultProfile setting determines what profile view will be displayed for the Default Login Screen, the Students, and the Faculty that use your Trac system. The Default Login Screen is the same for all Center Profiles and Subcenters within your Trac application, so the defaultProfile sets the view for the screen.
The Students and Faculty are not created within a profile so they are not related to a specific profile and need this setting to determine what profile view they will see.
'''''KIOSKBigLogin'''''<BR />
KIOSK Mode uses a larger font and hides the announcements area.


|style="vertical-align:top; font-size:100%; " |Appointment Statuses can be defined in your Center Profile Prefs Tab and fully customized to include any status that your campus deems as necessary. The three major default statuses for Appointments are Attended, Missed, and Cancelled. However, campuses commonly add additional statuses to further differentiate or associate meaning. For example: Student Missed, Tutor Missed, Student Cancelled, Tutor Cancelled, or No Call No Show (NCNS).  
'''''KIOSKNewWindow'''''<BR />
Entering KIOSK Mode opens new window.




Appointment records can be processed in several different areas within your Trac system. As an Administrator, Front Desk Worker, or Consultant with the appropriate privileges, we can access the Schedule (TracMan > Schedule). We can then process Appointment records based on Consultant selection. Click on a Consultant’s name in the Personnel List to bring up their weekly Schedule.
'''''Mail Settings'''''<BR />
The Mail Settings preference contains several important configuration options in regards to email capabilities of your Trac system. The Mail Server Address can be set here, as well as your mail server Email Address. You can choose to send emails for missed appointments as well as emails for Terminated Visits (See Center Profile Prefs: Log in/Out – Auto Terminate).


[[File:ApptStatus3.png|border|700px]]


'''''MAILSERVER'''''<BR />
The MAILSERVER setting enables your Trac application to use your college or university mail server to send emails. This is the preferred method to send emails from your Trac application. Your mail server
must be set up to accept anonymous mail relay from the Trac server in order to use the MAILSERVER function. This may be an IP Address or a DNS assigned to your mail server. By default, the connection to the mail server is on port 80. If your mail server requires a different port, then append the port number to the IP or DNS address with a colon (i.e. mail.server.edu:26).




Click on the time slot of an Appointment that displays as a blue hyperlink to open that Appointment record.
|-
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Campus Information <HR>


[[File:ApptStatus2.png|border|700px]]
|-
|style="vertical-align:top; font-size:100%; " |'''''campusColorData'''''<BR />
The campusColorData allows you to set up the color scheme for your Trac application. The colors of the title bar, the title text, the window background, and the window drop shadow are all set from this setting.




'''''CampusName'''''<BR />
The CampusName appears in the upper-right corner of the Trac system under the school banner. This is a global name for all users across all profiles. Typically the name of your college or university is entered here because it applies to all profiles.


In the Appointment Entry window, we are able to modify the Status of the Appointment, or any other field (if given sufficient privileges). As a Consultant, the fields that are usually the most important are the Status and Notes fields.


'''''CurrentTerm'''''<BR />
The CurrentTerm is required when importing your student registrations. This setting allows your Trac system to identify which registrations are currently active for your students. The CurrentTerm setting must be entered in a numeric format. Each new term must have a higher numeric value than the previous semester. The Trac application can identify the old registrations because their term codes are less than the CurrentTerm. Future registrations have a term code greater than the CurrentTerm. If your college or university only uses an alphanumeric term code, then you can work with Redrock Software Corporation on a translation for your terms.


[[File:ApptStatus3.png|border|700px]]


[[File:ApptStatus4.png|border|700px]]
'''''FundDefinitions'''''<BR />
The FundDefinitions setting is used to set up a Fund Code report. This is commonly used to establish the definitions of a Perkins report.




Click Save to Save the Appointment Record.
'''''HTML:NoAccessMsg'''''<BR />
The HTML:NoAccessMsg is displayed to users that attempt to log in to your Trac system but are unable to access the system. This might be because they do not have the correct username and password or might be due to incorrect access privileges. The message can be formatted with HTML tags to customize the style, color, or size of your message. You can include links to other pages or an email for assistance.




As a Consultant, Appointment records can also be accessed through the Schedule Tab in the Center of your Main Menu.
'''''Login Instructions'''''<BR />
The Login Instructions contain settings that control the Log Student window used to sign students in and out of visits. The size of the box, instructions to sign in, and custom sign in procedures can all be setup through the Login Instructions.


[[File:ApptStatus5.png|border|700px]]


'''''LoginLinkData'''''<BR />
The LoginLinkData setting controls a Campus and Redrock info boxes on the Default Login Screen. The boxes can be displayed or hidden and the text of the info boxes can be customized.


Appointment records can also be accessed through the Student Record (with appropriate privileges). Student Records can be accessed from the Student Listings (Search Glass > Students) through a Search. If you are searching for one student, a convenient method of searching can be to simply type the last name (comma separated) and first name or ID number in the Trac Navigation bar in the upper left corner, and select the student record as it appears below.


'''''MainMenuCustomTab-Consultants'''''<BR />
The Main Menu for Consultants can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.




[[File:ApptStatus6.png|border|300px]]
'''''MainMenuCustomTab-Faculty'''''<BR />
The Main Menu for Faculty can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.




From the student record, select the History Tab and navigate to the Appointments subtab.
'''''MainMenuCustomTab-Students'''''<BR />
The Main Menu for Students can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.


[[File:ApptStatus7.png|border|700px]]


'''''MainMenuCustomTab-Users'''''<BR />
The Main Menu for Users can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.


==<font style="color:#7c1911>Tutor Cancel Status</font>==
The TUTOR CANCEL status is a special status that can be applied to an appointment so that the availability slot is not freed up, keeping time unavailable. You must add TUTOR CANCEL (or any status beginning with the words TUTOR CANCEL, ie TUTOR CANCELLATION) to the center profile and then you may choose the status from the list of available status while viewing the appointment.


<br />
'''''MessageTypes'''''<BR />
The MessageTypes setting is used to list the types of messages that can be used to create messages in the student record. The type Student Msg and MESSAGE are default types used by the Trac application and should be included in this list of message types. These message types can then be assigned to groups to specify which types of messages they can create and view in the student message history. (See Chapter 4: Groups > Assigning Subcenter Privileges – Center Access)


'''Center Profile Status'''


Open the center profile and navigate to the Prefs tab and choose Schedule. All statuses available to the appointment must be listed in the associated center profile. This button only appears in the appointment entry if the user's group has the Move To option checked and the appointment is an existing appointment.
'''''navSearchOnLogList'''''<BR />
The Trac Navigation search be used on the Log Listing.


Add TUTOR CANCEL to the list of statuses. Click Save to save the preferences.


[[Image:CtrProfileStatus.jpg|600px|]]
'''''orderReasonsByActive'''''<BR />
Order the Reason Listing in the Center Profile by Active and then Inactive reasons




'''Choose the Status'''
'''''overrideSoundFile'''''<BR />
Override the sound file for notification that a student is waiting to see you (leave blank for default sound), expected format: snd/fileName.mp3


From the appointment entry screen, choose TUTOR CANCEL form the list of status choices and click Save the save the appointment. Add a new status to the list of statuses. All statuses in the center profile displays in the appointment entry screen.


[[Image:ApptChooseStatus.jpg|600px|]]
'''''SCRIPT:FacultyMain'''''<BR />
The SCRIPT:FacultyMain setting is used to create customizations on the main menu for faculty. This might be a custom message or script that is executed.




The appointment will have a strike through line over the student's name on the schedule. Mousing over the appointment will show the TUTOR CANCEL status as well. the strikethrough indicates the appointment has been cancelled.
'''''SemesterEnd'''''<BR />
The SemesterEnd is the ending date of the current semester. The date is entered in MM/DD/YYYY format. The SemesterEnd date is used to determine the date range for ‘This Semester’ when performing searches or running reports. Choose, or enter, ‘This Semester’ to automatically use the SemesterStart and SemesterEnd dates.


[[Image:ApptSaveStatus.jpg|250px]]


'''''SemesterStart'''''<BR />
The SemesterStart is the beginning date of the current semester. The date is entered in MM/DD/YYYY format. The SemesterStart date is used to determine the date range for ‘This Semester’ when performing searches or running reports. Choose, or enter, ‘This Semester’ to automatically use the SemesterStart and SemesterEnd dates.


'''Other Special Statuses'''


The statuses that have special meanings are DELETE@, @CANCEL@, and TUTOR CANCEL@.<br>
'''''StatusCrossTabDefault'''''<BR />
The @ indicates wild card character(s).
The StatusCrossTabDefault setting is used in conjunction with the Appointment Status CrossTab report.
The statuses are just the defaults for the report. When running the report, other statuses can be entered for the report. You can use the @ symbol for the wildcard in the statuses, such as @Cancel@ for any appointment status with the word cancel in it.
|-


DELETE appointments do not show on the schedule and do not reserve the availability time.<br>
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Student Data <HR>
CANCEL appointments do not show on the schedule and do not reserve the availability time.<br>
 
TUTOR CANCEL show on the schedule and reserve the availability time.
|-
|style="vertical-align:top; font-size:100%; " |'''''BARCODERULE'''''<BR />
The BARCODERULE is utilized when a script is required to utilize your barcode scanners or magnetic strip card readers. Most barcodes and magnetic strips contain extra data or characters beyond the Student ID. When the card is scanned or swiped, the extra characters must be stripped from the result of the scan. Most card readers will come with software to customize the scanner so it removes the extra characters and only sends the ID portion of the scan. That is the preferred method to work with card eaders, however, not all readers have software to pull just the ID. In that case, you will need to contact Redrock Software Corporation to work on a script to pull the ID out of the full scan. You will need to provide a text file of a sample scan and identify which portion of the scan is the ID.
 
 
'''''CustomStudentFields'''''<BR />
The CustomStudentFields contains settings to name and provide choices for each of the 9 custom student fields.
 
 
'''''CustomStudentTabs'''''<BR />
The CustomStudentTabs allows for setup of up to 3 custom tabs that appear on the Student Entry Screen. You may also name up to 3 custom sub-tabs that appear in the General Info tab of the Student Entry Screen. Additionally, you may name up to three sub-tabs that appear on the Student History page. The content is determined by the customized text stored in campus.xml (contact Redrock Software Corporation for customizations) and the security is defined in the group security options.
 
 
'''''formatID'''''<BR />
The CustomStudentTabs allows for setup of up to 3 custom tabs that appear on the Student Entry Screen. You may also name up to 3 custom sub-tabs that appear in the General Info tab of the Student Entry Screen. Additionally, you may name up to three sub-tabs that appear on the Student History page. The content is determined by the customized text stored in campus.xml (contact Redrock Software Corporation for customizations) and the security is defined in the group security options.
 
 
'''''DEGREEINFO'''''<BR />
The DEGHREEINFO setting is customized for specific installations of the Trac application.
 
 
'''''formatID'''''<BR />
The formatID setting provides a method for setting the number of digits and adding characters to the student ID. If your IDs are a full six digits and there is a student ID of 12345 then enter your preference as 000000. The six zeroes will force all six digits to display, including the preceding zero. This preference should be used carefully, however, because the formatting might not be entered correctly for your IDs and could then display your IDs as >>>>>>> if the IDs and formatting do not match. For example, if we enter the preference with six zeroes, 000000, but one student has an ID of 1234567, then this student ID could not be formatted according to the rule. You can prevent this by entering a # symbol for digits that you would like to allow to display but not force. So, again using our same example, you could enter the preference as #000000. This would force six digits and allow up to seven digits. The ID 12345 would display as 012345, the ID 123456 would display as 123456, and the ID 1234567 would display as 1234567.
 
 
'''''GenderChoices'''''<BR />
If you would like to override standard Male/Female choice, enter choices like M|Male(ret)F|Female(ret)U|Unknown
 
 
'''''SCRIPT:BarCodeSearch'''''<BR />
The SCRIPT:BarCodeSearch is a secondary option to the BARCODERULE that is only used if the barcode cannot be handled with the BARCODERULE setting.
 
 
'''''SMS Defaults for Students'''''<BR />
The SMS Defaults are used in conjunction with the Text Alerts Module (if purchased and active).
 
 
'''''StandardStudentFields'''''<BR />
The StandardStudentFields setting provides options to set up the choices for the standard student fields.
 
 
'''''StoreStudentPass'''''<BR />
The StoreStudentPass setting is required to be YES if students will be logging into your Trac application with a password locally stored in the Trac application.
 
 
'''''StudEditInfo'''''<BR />
The StudEditInfo setting provides a method to allow or prevent student access to edit their bio in the Trac application. If set to YES, then a link is available for the students to click on to edit their bio.
 
 
'''''StudentAccess'''''<BR />
The Student Access Preference controls student access to certain functionalities within your Trac system. As the Student group differs significantly from other groups in Group Access, the majority of the access level for the Student group can be handled here within the System Prefs.
Functionalities for the student group include the abilities to:
* Edit Bio from Main Menu
* Book appointments
* View own visits
* View full name of Consultants
* Browse Resources
* Post documents
* Control Access based on Center Status (banned, etc)
 
 
'''''StudentPhotos'''''<BR />
The StudentPhotos are set up with three settings: naming, extension, and display. For the Photo naming, there are a couple of basic options. Your photos can be named as the Student ID, Barcode, or internal Sequence number. Any other naming will have to be defined in a custom script that you would need to work out with Redrock Support. For the photo extension, you must include the period in the extension name. .JPG is the default and most common value. For the photo orientation, the options are Tall or Wide in a 3:4 or 4:3 ratio.
When using these settings, the Trac application uses the default location for the photos. The default location is a Photos folder in the application installation directory (i.e. C:\*Trac\Photos). Place the student photos in this folder with the correct naming and extension, and they will automatically appear for the students based on your settings.
If you need to input more advanced settings, then you will need to work out the details with Redrock Support.
 
|-
 
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Schedule Prefs <HR>
 
|-
|style="vertical-align:top; font-size:100%; " | '''''SubjectCodeLength'''''<BR />
The SubjectCodeLength setting is utilized specifically for subject-based group appointments. This allows you to specify what portion of the SectionTerm code is the subject used for matching the students that join a group session.
For example, you may have a MAT200 course with sections 01, 02, 03, and N1 for the term 201008. These could be identified as:
* MAT200-01 201008
* MAT200-02 201008
* MAT200-03 201008
* MAT200-N1 201008
A group availability for four people could be set up with the # symbol for the subject with a tutor that specializes in the MAT200 sections.
Now, when a student books the first slot in the group appointment for MAT200 01 201008, the entire group is now set for the MAT200-01 201008 section. The SubjectCodeLength setting allows you to determine that the groups will match at a subject level by the value entered in the preference.
If a number is entered, then your Trac application will match the subject at that specific number of characters. So, following the example, if the SubjectCodeLength was entered as 6, then MAT200 would be the matching Subject. This would allow students enrolled in all sections of MAT200 join the same session.
If a character is entered, then your Trac application will match the subject at the location of the specific character. So, following the example, if the SubjectCodeLength was entered with the hyphen (-), then
MAT200 would be the matching Subject. This would allow students enrolled in all sections of MAT200 join the same session. If the SubjectCodeLength is not utilized, then students in a group appointment set up with the # symbol will have to be enrolled in the same specific section.
 
|-
 
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Visit Prefs <HR>
 
|-
|style="vertical-align:top; font-size:100%; " | '''''DefBatchVisitDur'''''<BR />
When creating visits through the Batch Entry methods, the default duration of the visit is determined by the setting, DefBatchVisitDur. It can be changed from the time entry fields.
 
 
'''''DefQuickVisitDur'''''<BR />
When manually creating a visit through the Quick Entry screen, the default duration of the visit is determined by the setting, DefQuickVisitDur. It can be changed from the time entry fields.
 
|-
 
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Document Posting <HR>
 
|-
|style="vertical-align:top; font-size:100%; " | '''''ALLOWEDUPLOADEXT'''''<BR />
The various files extensions that are allowed for uploading.
 
 
'''''DOCPOSTSINSUBDIR'''''<BR />
Document Posts are stored on your server in a PostFiles folder in the Trac installation directory. The
DOCPOSTSINSUBDIR setting allows your files to be organized into subdirectories within the PostFiles directory. The subdirectories can be named by student sequence number, ID number, Barcode, or Handle.
 
 
'''''documentPostTypes'''''<BR />
The documentPostTypes setting is used to list the types of Document Posts that can be assigned to an electronic file uploaded to a student record. These Document Post types can then be assigned to groups to specify which types of Document Posts they can create and view in the student Document Post history.
 
 
'''''NoStudentOverrideDoc'''''<BR />
Default value for student uploaded documents: Should it be blocked from being overwritten by student?
 
 
'''''NoStudentUploadApptDoc'''''<BR />
A document can be posted to a scheduled appointment. The NoStudentUploadApptDoc setting can enable or disable students from uploading a document to the appointment. This setting requires that students are able to view the appointment document post in order to post a document.
 
 
'''''NoStudentViewApptDoc'''''<BR />
A document can be posted to a scheduled appointment. The NoStudentViewApptDoc setting can enable or disable students from viewing a document that has been uploaded to the appointment.
 
 
'''''NoStudentViewDoc'''''<BR />
Default value for student uploaded documents: Should it be blocked from being viewed by students?
 
|-
 
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Host & SurveyTrac Settings <HR>
 
|-
|style="vertical-align:top; font-size:100%; " | '''''SURVEYHOST (SurveyTrac Module)'''''<BR />
When a survey link is emailed to students, the link has to be formatted using three settings: SURVEYHOST, SURVEYPATH, and SURVEYPROT. The SURVEYHOST setting allows you to specify the URL of the host system. It may be an IP Address (default) or it may be a registered domain name, such as Trac.college.edu.
 
 
'''''SURVEYPATH'''''<BR />
When a survey link is emailed to students, the link has to be formatted using three settings: SURVEYHOST, SURVEYPATH, and SURVEYPROT. The SURVEYPATH setting allows you to specify the path in the URL that directs the user to the correct SurveyTrac files. The default value for this field is /surveys/ and there should be no need to change it.
 
 
'''''SURVEYPROT'''''<BR />
When a survey link is emailed to students, the link has to be formatted using three settings: SURVEYHOST, SURVEYPATH, and SURVEYPROT. The SURVEYPROT setting is used to specify if the survey link with be a standard HTTP or a secure HTTPS link. The default value for this field is http://. If your Trac application is secured via SSL, then this setting needs to be set to https://.
 
|-
 
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Starfish Export Module <HR>
 
|-
|style="vertical-align:top; font-size:100%; " | '''''StarFish Export Settings'''''<BR />
These settings control the fields, format, and file location of the export generated by the Starfish Export Module.
|-
 
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Resource Settings <HR>
 
|-
|style="vertical-align:top; font-size:100%; " | '''''ResourceTypes'''''<BR />
The ResourceTypes setting is used to list the types of resources that can be assigned to a resource record. These resource types are assigned to resources when they are created to group the resources and run reports. Separate each Resource Type with a Return character. Access to resource types cannot be controlled through the Group Access preferences, but Resource Types can be used to classify different resources. (See Chapter 12: Resources)
 
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{{DISPLAYTITLE:<span>User Manual</span>}}
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[[Category:Trac 4]]

Latest revision as of 16:50, 24 April 2023


System Prefs
System Prefs contains several global system preferences, including mail server settings, student permissions, document types, and many more specific settings organized by category.

3h5h3g4b253.png

System Prefs
defaultProfile

The defaultProfile setting determines what profile view will be displayed for the Default Login Screen, the Students, and the Faculty that use your Trac system. The Default Login Screen is the same for all Center Profiles and Subcenters within your Trac application, so the defaultProfile sets the view for the screen. The Students and Faculty are not created within a profile so they are not related to a specific profile and need this setting to determine what profile view they will see.


KIOSKBigLogin
KIOSK Mode uses a larger font and hides the announcements area.


KIOSKNewWindow
Entering KIOSK Mode opens new window.


Mail Settings
The Mail Settings preference contains several important configuration options in regards to email capabilities of your Trac system. The Mail Server Address can be set here, as well as your mail server Email Address. You can choose to send emails for missed appointments as well as emails for Terminated Visits (See Center Profile Prefs: Log in/Out – Auto Terminate).


MAILSERVER
The MAILSERVER setting enables your Trac application to use your college or university mail server to send emails. This is the preferred method to send emails from your Trac application. Your mail server must be set up to accept anonymous mail relay from the Trac server in order to use the MAILSERVER function. This may be an IP Address or a DNS assigned to your mail server. By default, the connection to the mail server is on port 80. If your mail server requires a different port, then append the port number to the IP or DNS address with a colon (i.e. mail.server.edu:26).


Campus Information
campusColorData

The campusColorData allows you to set up the color scheme for your Trac application. The colors of the title bar, the title text, the window background, and the window drop shadow are all set from this setting.


CampusName
The CampusName appears in the upper-right corner of the Trac system under the school banner. This is a global name for all users across all profiles. Typically the name of your college or university is entered here because it applies to all profiles.


CurrentTerm
The CurrentTerm is required when importing your student registrations. This setting allows your Trac system to identify which registrations are currently active for your students. The CurrentTerm setting must be entered in a numeric format. Each new term must have a higher numeric value than the previous semester. The Trac application can identify the old registrations because their term codes are less than the CurrentTerm. Future registrations have a term code greater than the CurrentTerm. If your college or university only uses an alphanumeric term code, then you can work with Redrock Software Corporation on a translation for your terms.


FundDefinitions
The FundDefinitions setting is used to set up a Fund Code report. This is commonly used to establish the definitions of a Perkins report.


HTML:NoAccessMsg
The HTML:NoAccessMsg is displayed to users that attempt to log in to your Trac system but are unable to access the system. This might be because they do not have the correct username and password or might be due to incorrect access privileges. The message can be formatted with HTML tags to customize the style, color, or size of your message. You can include links to other pages or an email for assistance.


Login Instructions
The Login Instructions contain settings that control the Log Student window used to sign students in and out of visits. The size of the box, instructions to sign in, and custom sign in procedures can all be setup through the Login Instructions.


LoginLinkData
The LoginLinkData setting controls a Campus and Redrock info boxes on the Default Login Screen. The boxes can be displayed or hidden and the text of the info boxes can be customized.


MainMenuCustomTab-Consultants
The Main Menu for Consultants can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.


MainMenuCustomTab-Faculty
The Main Menu for Faculty can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.


MainMenuCustomTab-Students
The Main Menu for Students can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.


MainMenuCustomTab-Users
The Main Menu for Users can contain a custom tab. This setting allows you to enable the tab, name the tab, and provide content for the tab.


MessageTypes
The MessageTypes setting is used to list the types of messages that can be used to create messages in the student record. The type Student Msg and MESSAGE are default types used by the Trac application and should be included in this list of message types. These message types can then be assigned to groups to specify which types of messages they can create and view in the student message history. (See Chapter 4: Groups > Assigning Subcenter Privileges – Center Access)


navSearchOnLogList
The Trac Navigation search be used on the Log Listing.


orderReasonsByActive
Order the Reason Listing in the Center Profile by Active and then Inactive reasons


overrideSoundFile
Override the sound file for notification that a student is waiting to see you (leave blank for default sound), expected format: snd/fileName.mp3


SCRIPT:FacultyMain
The SCRIPT:FacultyMain setting is used to create customizations on the main menu for faculty. This might be a custom message or script that is executed.


SemesterEnd
The SemesterEnd is the ending date of the current semester. The date is entered in MM/DD/YYYY format. The SemesterEnd date is used to determine the date range for ‘This Semester’ when performing searches or running reports. Choose, or enter, ‘This Semester’ to automatically use the SemesterStart and SemesterEnd dates.


SemesterStart
The SemesterStart is the beginning date of the current semester. The date is entered in MM/DD/YYYY format. The SemesterStart date is used to determine the date range for ‘This Semester’ when performing searches or running reports. Choose, or enter, ‘This Semester’ to automatically use the SemesterStart and SemesterEnd dates.


StatusCrossTabDefault
The StatusCrossTabDefault setting is used in conjunction with the Appointment Status CrossTab report. The statuses are just the defaults for the report. When running the report, other statuses can be entered for the report. You can use the @ symbol for the wildcard in the statuses, such as @Cancel@ for any appointment status with the word cancel in it.

Student Data
BARCODERULE

The BARCODERULE is utilized when a script is required to utilize your barcode scanners or magnetic strip card readers. Most barcodes and magnetic strips contain extra data or characters beyond the Student ID. When the card is scanned or swiped, the extra characters must be stripped from the result of the scan. Most card readers will come with software to customize the scanner so it removes the extra characters and only sends the ID portion of the scan. That is the preferred method to work with card eaders, however, not all readers have software to pull just the ID. In that case, you will need to contact Redrock Software Corporation to work on a script to pull the ID out of the full scan. You will need to provide a text file of a sample scan and identify which portion of the scan is the ID.


CustomStudentFields
The CustomStudentFields contains settings to name and provide choices for each of the 9 custom student fields.


CustomStudentTabs
The CustomStudentTabs allows for setup of up to 3 custom tabs that appear on the Student Entry Screen. You may also name up to 3 custom sub-tabs that appear in the General Info tab of the Student Entry Screen. Additionally, you may name up to three sub-tabs that appear on the Student History page. The content is determined by the customized text stored in campus.xml (contact Redrock Software Corporation for customizations) and the security is defined in the group security options.


formatID
The CustomStudentTabs allows for setup of up to 3 custom tabs that appear on the Student Entry Screen. You may also name up to 3 custom sub-tabs that appear in the General Info tab of the Student Entry Screen. Additionally, you may name up to three sub-tabs that appear on the Student History page. The content is determined by the customized text stored in campus.xml (contact Redrock Software Corporation for customizations) and the security is defined in the group security options.


DEGREEINFO
The DEGHREEINFO setting is customized for specific installations of the Trac application.


formatID
The formatID setting provides a method for setting the number of digits and adding characters to the student ID. If your IDs are a full six digits and there is a student ID of 12345 then enter your preference as 000000. The six zeroes will force all six digits to display, including the preceding zero. This preference should be used carefully, however, because the formatting might not be entered correctly for your IDs and could then display your IDs as >>>>>>> if the IDs and formatting do not match. For example, if we enter the preference with six zeroes, 000000, but one student has an ID of 1234567, then this student ID could not be formatted according to the rule. You can prevent this by entering a # symbol for digits that you would like to allow to display but not force. So, again using our same example, you could enter the preference as #000000. This would force six digits and allow up to seven digits. The ID 12345 would display as 012345, the ID 123456 would display as 123456, and the ID 1234567 would display as 1234567.


GenderChoices
If you would like to override standard Male/Female choice, enter choices like M|Male(ret)F|Female(ret)U|Unknown


SCRIPT:BarCodeSearch
The SCRIPT:BarCodeSearch is a secondary option to the BARCODERULE that is only used if the barcode cannot be handled with the BARCODERULE setting.


SMS Defaults for Students
The SMS Defaults are used in conjunction with the Text Alerts Module (if purchased and active).


StandardStudentFields
The StandardStudentFields setting provides options to set up the choices for the standard student fields.


StoreStudentPass
The StoreStudentPass setting is required to be YES if students will be logging into your Trac application with a password locally stored in the Trac application.


StudEditInfo
The StudEditInfo setting provides a method to allow or prevent student access to edit their bio in the Trac application. If set to YES, then a link is available for the students to click on to edit their bio.


StudentAccess
The Student Access Preference controls student access to certain functionalities within your Trac system. As the Student group differs significantly from other groups in Group Access, the majority of the access level for the Student group can be handled here within the System Prefs. Functionalities for the student group include the abilities to:

  • Edit Bio from Main Menu
  • Book appointments
  • View own visits
  • View full name of Consultants
  • Browse Resources
  • Post documents
  • Control Access based on Center Status (banned, etc)


StudentPhotos
The StudentPhotos are set up with three settings: naming, extension, and display. For the Photo naming, there are a couple of basic options. Your photos can be named as the Student ID, Barcode, or internal Sequence number. Any other naming will have to be defined in a custom script that you would need to work out with Redrock Support. For the photo extension, you must include the period in the extension name. .JPG is the default and most common value. For the photo orientation, the options are Tall or Wide in a 3:4 or 4:3 ratio. When using these settings, the Trac application uses the default location for the photos. The default location is a Photos folder in the application installation directory (i.e. C:\*Trac\Photos). Place the student photos in this folder with the correct naming and extension, and they will automatically appear for the students based on your settings. If you need to input more advanced settings, then you will need to work out the details with Redrock Support.

Schedule Prefs
SubjectCodeLength

The SubjectCodeLength setting is utilized specifically for subject-based group appointments. This allows you to specify what portion of the SectionTerm code is the subject used for matching the students that join a group session. For example, you may have a MAT200 course with sections 01, 02, 03, and N1 for the term 201008. These could be identified as:

  • MAT200-01 201008
  • MAT200-02 201008
  • MAT200-03 201008
  • MAT200-N1 201008

A group availability for four people could be set up with the # symbol for the subject with a tutor that specializes in the MAT200 sections. Now, when a student books the first slot in the group appointment for MAT200 01 201008, the entire group is now set for the MAT200-01 201008 section. The SubjectCodeLength setting allows you to determine that the groups will match at a subject level by the value entered in the preference. If a number is entered, then your Trac application will match the subject at that specific number of characters. So, following the example, if the SubjectCodeLength was entered as 6, then MAT200 would be the matching Subject. This would allow students enrolled in all sections of MAT200 join the same session. If a character is entered, then your Trac application will match the subject at the location of the specific character. So, following the example, if the SubjectCodeLength was entered with the hyphen (-), then MAT200 would be the matching Subject. This would allow students enrolled in all sections of MAT200 join the same session. If the SubjectCodeLength is not utilized, then students in a group appointment set up with the # symbol will have to be enrolled in the same specific section.

Visit Prefs
DefBatchVisitDur

When creating visits through the Batch Entry methods, the default duration of the visit is determined by the setting, DefBatchVisitDur. It can be changed from the time entry fields.


DefQuickVisitDur
When manually creating a visit through the Quick Entry screen, the default duration of the visit is determined by the setting, DefQuickVisitDur. It can be changed from the time entry fields.

Document Posting
ALLOWEDUPLOADEXT

The various files extensions that are allowed for uploading.


DOCPOSTSINSUBDIR
Document Posts are stored on your server in a PostFiles folder in the Trac installation directory. The DOCPOSTSINSUBDIR setting allows your files to be organized into subdirectories within the PostFiles directory. The subdirectories can be named by student sequence number, ID number, Barcode, or Handle.


documentPostTypes
The documentPostTypes setting is used to list the types of Document Posts that can be assigned to an electronic file uploaded to a student record. These Document Post types can then be assigned to groups to specify which types of Document Posts they can create and view in the student Document Post history.


NoStudentOverrideDoc
Default value for student uploaded documents: Should it be blocked from being overwritten by student?


NoStudentUploadApptDoc
A document can be posted to a scheduled appointment. The NoStudentUploadApptDoc setting can enable or disable students from uploading a document to the appointment. This setting requires that students are able to view the appointment document post in order to post a document.


NoStudentViewApptDoc
A document can be posted to a scheduled appointment. The NoStudentViewApptDoc setting can enable or disable students from viewing a document that has been uploaded to the appointment.


NoStudentViewDoc
Default value for student uploaded documents: Should it be blocked from being viewed by students?

Host & SurveyTrac Settings
SURVEYHOST (SurveyTrac Module)

When a survey link is emailed to students, the link has to be formatted using three settings: SURVEYHOST, SURVEYPATH, and SURVEYPROT. The SURVEYHOST setting allows you to specify the URL of the host system. It may be an IP Address (default) or it may be a registered domain name, such as Trac.college.edu.


SURVEYPATH
When a survey link is emailed to students, the link has to be formatted using three settings: SURVEYHOST, SURVEYPATH, and SURVEYPROT. The SURVEYPATH setting allows you to specify the path in the URL that directs the user to the correct SurveyTrac files. The default value for this field is /surveys/ and there should be no need to change it.


SURVEYPROT
When a survey link is emailed to students, the link has to be formatted using three settings: SURVEYHOST, SURVEYPATH, and SURVEYPROT. The SURVEYPROT setting is used to specify if the survey link with be a standard HTTP or a secure HTTPS link. The default value for this field is http://. If your Trac application is secured via SSL, then this setting needs to be set to https://.

Starfish Export Module
StarFish Export Settings

These settings control the fields, format, and file location of the export generated by the Starfish Export Module.

Resource Settings
ResourceTypes

The ResourceTypes setting is used to list the types of resources that can be assigned to a resource record. These resource types are assigned to resources when they are created to group the resources and run reports. Separate each Resource Type with a Return character. Access to resource types cannot be controlled through the Group Access preferences, but Resource Types can be used to classify different resources. (See Chapter 12: Resources)