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<big><b>Reasons</b></big><br>
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 and information as needed, and gives your staff additional information for reports.
<br><br>
[[File:5rh446k4k4kk46k4.png|800px]]
<br><br>
The hamburger button contains several management options, detailed below.
<br>
[[File:73u46j4kj466jhe535gs5.png|400px]]
<br><br>
* <b>Show Activated</b>
::This will display globally activated reasons (left-side checkbox).


* <b>Activate/Deactivate Found Records</b>
|-
::Activate/Deactivate reasons in bulk, based on your last search result.
! <h2 id="um-toc-hdr" style="margin:3px; font-size:120%; font-weight:bold; text-align:left; color:#8D182B; ">Prior Releases</h2>


* <b>New Reason</b>
|-
::Create a new reason.
| style="" | [[TracCloudWhatsNew2022-12-16_1|&#8226; 2022-12-16 | Hide Reasons from Students]]


* <b>Add Multiple Reasons</b>
|-
::Create multiple reasons at once, each on its own line.
| style="" | [[TracCloudWhatsNew2022-12-09_1|&#8226; 2022-12-09 | List Categories]]
::[[File:4u36j4336khj35.png|400px]]


<hr>
|-
==Creating Reasons==
| style="" | [[TracCloudWhatsNew2022-12-08_1|&#8226; 2022-12-08 | Terms/Conditions Response Listing]]
Click on the hamburger button, then select “New Reason” to be brought to the Reason creation menu.
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[[File:2503632.png|800px]]
<br><br>


* <b>Profile</b>
|-
::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.”
| style="" | [[TracCloudWhatsNew2022-12-07_1|&#8226; 2022-12-07 | Twig in Max Appt Rule Message]]


* <b>Reason</b>
|-
::The name of the reason, this will be what’s selected by students or staff during appointment bookings and kiosk logins.
| style="" | [[TracCloudWhatsNew2022-12-03_1|&#8226; 2022-12-03 | Q2 Visit Custom Fields]]


* <b>Category</b>
|-
::The category this reason is assigned to. More information on this can be found further into this article.
| style="" | [[TracCloudWhatsNew2022-11-16_2|&#8226; 2022-11-16 | Custom Consecutive Appt Limit]]


* <b>Sort Code</b>
|-
::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.
| style="" | [[TracCloudWhatsNew2022-11-16_1|&#8226; 2022-11-16 | Cancellation Grace Period]]


* <b>Log Out Method</b> & <b>Visit Time</b>
|-
::There are three Methods available.
| style="" | [[TracCloudWhatsNew2022-11-04_2|&#8226; 2022-11-04 | Custom Auto-Cancel Threshold]]
::* <b>Auto Logout After Time</b>, which will automatically log the student out of the center when the time specified in Visit Time is reached.
::* <b>Auto Logout Immediately</b> will log the student out immediately after they’re logged in and create a visit record of the length specified in Visit Time.
::* <b>Notify Time Expired</b>, 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 [[TracCloudGuideProfilePrefsEmails|'Visit Duration Notification' email in your Profile Prefs.]]
::[[File:4556u5rn5uh5r.png|600px]]


* <b>Inactive</b>
|-
::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.
| style="" | [[TracCloudWhatsNew2022-11-04_1|&#8226; 2022-11-04 | New Auto Termination Prefs]]


* <b>Work Reason</b>
|-
::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.
| style="" | [[TracCloudWhatsNew2022-10-06_1|&#8226; 2022-10-06 | Late Cancel Options]]


* <b>Ignore Section Specialties when Searching Availabilities with this Reason</b>
|-
::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.
| style="" | [[TracCloudWhatsNew2022-10-04_1|&#8226; 2022-10-04 | Labels in Reasons/Recommends]]


* <b>Do NOT SHOW for Students (staff only)</b>
|-
::If checked, this Reason will only appear for staff who are booking appointments on behalf of students. Students themselves will not see this Reason.
| style="" | [[TracCloudWhatsNew2022-09-29_1|&#8226; 2022-09-29 | Q2 Visit Details on Log Listing]]


* <b>Do NOT SHOW for Appointments
|-
* Do NOT SHOW for KIOSKS
| style="" | [[TracCloudWhatsNew2022-09-27_1|&#8226; 2022-09-27 | Log Visits from Upcoming Appts]]
* Do NOT SHOW for Batch Visits</b>
::Don’t show this reason under these specific circumstances.


<hr>
|-
==Assigning Reasons to Centers==
| style="" | [[TracCloudWhatsNew2022-09-21_2|&#8226; 2022-09-21 | Group Pref: View Sched - No Edits]]
There are two ways to assign Reasons to your Centers, first is directly from this tab of 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.
[[File:785kj4hg3jk75.png|800px]]
<br><br>
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.
[[File:6009469.png|800px]]


<hr>
|-
==Reason Categories==
| style="" | [[TracCloudWhatsNew2022-09-21_1|&#8226; 2022-09-21 | Student Search Avail Counter]]


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.
|-
| style="" | [[TracCloudWhatsNew2022-09-20_1|&#8226; 2022-09-20 | Search Availability Badges]]


These Categories will appear followed by “…”, which when clicked will prompt you to choose a Reason within the category.
|-
<br><br>
| style="" | [[TracCloudWhatsNew2022-09-16_1|&#8226; 2022-09-16 | Log Visits from Group Rosters]]
[[File:5757k57k5l5l5.png|450px]][[File:Yh65j57k5k57k463.png|358px]]
 
<br><br>
|-
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.
| style="" | [[TracCloudWhatsNew2022-09-14_2|&#8226; 2022-09-14 | Custom Past or Next Report Range]]
 
|-
| style="" | [[TracCloudWhatsNew2022-09-14_1|&#8226; 2022-09-14 | Custom Auto Report Messages]]
 
|-
| style="" | [[TracCloudWhatsNew2022-09-12_1|&#8226; 2022-09-12 | New Signature Custom Field]]
 
|-
| style="" | [[TracCloudWhatsNew2022-09-07_1|&#8226; 2022-09-07 | Custom Cancellation Reasons]]
 
|-
| style="" | [[TracCloudWhatsNew2022-08-17_1|&#8226; 2022-08-17 | Custom 'Join Online Session' Text]]
 
|-
| style="" | [[TracCloudWhatsNew2022-08-09_1|&#8226; 2022-08-09 | Unbooked Avails Become Drop-ins]]
 
|-
| style="" | [[TracCloudWhatsNew2022-07-27_2|&#8226; 2022-07-27 | Default 'Choose Date' Option]]
 
|-
| style="" | [[TracCloudWhatsNew2022-07-27_1|&#8226; 2022-07-27 | Additional Search Availability Widgets]]
 
|-
| style="" | [[TracCloudWhatsNew2022-07-26_1|&#8226; 2022-07-26 | Search Students by Student Searches]]
 
|-
| style="" | [[TracCloudWhatsNew2022-07-21_1|&#8226; 2022-07-21 | Change 'Edit Bio' label]]
 
|-
| style="" | [[TracCloudWhatsNew2022-06-16_1|&#8226; 2022-06-16 | Location Search on Schedule]]
 
|-
| style="" | [[TracCloudWhatsNew2022-05-31_2|&#8226; 2022-05-31 | Reasons: Ignore Section Specialties]]
 
|-
| style="" | [[TracCloudWhatsNew2022-05-31_1|&#8226; 2022-05-31 | Automatic Alias Format]]
 
|-
| style="" | [[TracCloudWhatsNew2022-05-18_1|&#8226; 2022-05-18 | Show Work Visits on Schedule]]
 
|-
| style="" | [[TracCloudWhatsNew2022-05-16_1|&#8226; 2022-05-16 | Search by Term Enrollment]]
 
|-
| style="" | [[TracCloudWhatsNew2022-05-12_1|&#8226; 2022-05-12 | First Student sets Online Status]]
 
|-
| style="" | [[TracCloudWhatsNew2022-04-28_1|&#8226; 2022-04-28 | Resend Student Emails]]
 
|-
| style="" | [[TracCloudWhatsNew2022-03-21_1|&#8226; 2022-03-21 | Ad hoc Drop-in QR Codes]]
 
|-
| style="" | [[TracCloudWhatsNew2022-03-14_1|&#8226; 2022-03-14 | New Resource Functionality]]
 
|-
| style="" | [[TracCloudWhatsNew2022-03-08_2|&#8226; 2022-03-08 | Default Calendar Time]]
 
|-
| style="" | [[TracCloudWhatsNew2022-03-08_1|&#8226; 2022-03-08 | Locking Group Rosters]]
 
|-
| style="" | [[TracCloudWhatsNew2022-03-06_1|&#8226; 2022-03-06 | Send Emails to Staff]]
 
|-
| style="" | [[TracCloudWhatsNew2022-02-18_1|&#8226; 2022-02-18 | Tutor Maximum Hours]]
 
|-
| style="" | [[TracCloudWhatsNew2022-02-09_2|&#8226; 2022-02-09 | Upload Documents to Visits]]
 
|-
| style="" | [[TracCloudWhatsNew2022-02-09_1|&#8226; 2022-02-09 | Online and In-Person Locations]]
 
|-
| style="" | [[TracCloudWhatsNew2022-02-01_1|&#8226; 2022-02-01 | Send Notes on Group Roster]]
 
|-
| style="" | [[TracCloudWhatsNew2022-01-06_1|&#8226; 2022-01-06 | Drop-in SMS Reminders]]
 
|-
| style="" | [[TracCloudWhatsNew2021-12-21_1|&#8226; 2021-12-21 | KIOSK Queue Mode]]
 
|-
| style="" | [[TracCloudWhatsNew2021-12-27_1|&#8226; 2021-12-27 | Terms and Conditions]]
 
|-
| style="" | [[TracCloudWhatsNew2021-12-08_1|&#8226; 2021-12-08 | "This Semester" on Student Timelines]]
 
|-
| style="" | [[TracCloudWhatsNew2021-12-02_1|&#8226; 2021-12-02 | "Subject Faculty" on Appt Search]]


|}
|}
__NOTOC__

Revision as of 11:10, 19 December 2022

Prior Releases

• 2022-12-16 | Hide Reasons from Students
• 2022-12-09 | List Categories
• 2022-12-08 | Terms/Conditions Response Listing
• 2022-12-07 | Twig in Max Appt Rule Message
• 2022-12-03 | Q2 Visit Custom Fields
• 2022-11-16 | Custom Consecutive Appt Limit
• 2022-11-16 | Cancellation Grace Period
• 2022-11-04 | Custom Auto-Cancel Threshold
• 2022-11-04 | New Auto Termination Prefs
• 2022-10-06 | Late Cancel Options
• 2022-10-04 | Labels in Reasons/Recommends
• 2022-09-29 | Q2 Visit Details on Log Listing
• 2022-09-27 | Log Visits from Upcoming Appts
• 2022-09-21 | Group Pref: View Sched - No Edits
• 2022-09-21 | Student Search Avail Counter
• 2022-09-20 | Search Availability Badges
• 2022-09-16 | Log Visits from Group Rosters
• 2022-09-14 | Custom Past or Next Report Range
• 2022-09-14 | Custom Auto Report Messages
• 2022-09-12 | New Signature Custom Field
• 2022-09-07 | Custom Cancellation Reasons
• 2022-08-17 | Custom 'Join Online Session' Text
• 2022-08-09 | Unbooked Avails Become Drop-ins
• 2022-07-27 | Default 'Choose Date' Option
• 2022-07-27 | Additional Search Availability Widgets
• 2022-07-26 | Search Students by Student Searches
• 2022-07-21 | Change 'Edit Bio' label
• 2022-06-16 | Location Search on Schedule
• 2022-05-31 | Reasons: Ignore Section Specialties
• 2022-05-31 | Automatic Alias Format
• 2022-05-18 | Show Work Visits on Schedule
• 2022-05-16 | Search by Term Enrollment
• 2022-05-12 | First Student sets Online Status
• 2022-04-28 | Resend Student Emails
• 2022-03-21 | Ad hoc Drop-in QR Codes
• 2022-03-14 | New Resource Functionality
• 2022-03-08 | Default Calendar Time
• 2022-03-08 | Locking Group Rosters
• 2022-03-06 | Send Emails to Staff
• 2022-02-18 | Tutor Maximum Hours
• 2022-02-09 | Upload Documents to Visits
• 2022-02-09 | Online and In-Person Locations
• 2022-02-01 | Send Notes on Group Roster
• 2022-01-06 | Drop-in SMS Reminders
• 2021-12-21 | KIOSK Queue Mode
• 2021-12-27 | Terms and Conditions
• 2021-12-08 | "This Semester" on Student Timelines
• 2021-12-02 | "Subject Faculty" on Appt Search


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