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==Saved Searches==
==Create Generic Sections==


Is there a particular search that you find yourself repeating often, such as finding a particular group or students or maybe a specific date range from your attendance listing? TracCloud allows you to take your search criteria and save it for future use, that way you can save time when performing this search again in the future.
Most sections in your Trac System are created as a result of data imports from your student information system. However, there may be exceptions where you need to create generic sections that any student can come in for.  


To create a saved search, start by performing your search as usual. For me, I want to find for all students with a major of Astrophysics.  
In the following example, I want to create a new generic course named "Other" that all students can select. There are four steps that need to be completed in order to create this course, those being creating a generic term (if there is not one already), creating a new course, and creating a new section.
 
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Next, click the hamburger menu ([[File:Hamburger.png|17px]]) in the top-left corner, hover over the <i>Saved Searches</i> option and select <b>Save Current as…</b>. From there, you can give your saved search a name to help distinguish what the search is for.
 
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Currently, I have saved my search and can now access it from that Saved Searches menu at any time. However, an important aspect to remember is that right after you create that saved search, only you are able to access and use it. If you want other users or groups to use your saved search as well, you can go to <i>Other > Other Options > Groups > Select the group you wish to share your saved search with > Admin/Modules</b>. From there, you can select whichever saved searches you want that group to have access to.
 
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Revision as of 16:08, 23 March 2023

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Create Generic Sections

Most sections in your Trac System are created as a result of data imports from your student information system. However, there may be exceptions where you need to create generic sections that any student can come in for.

In the following example, I want to create a new generic course named "Other" that all students can select. There are four steps that need to be completed in order to create this course, those being creating a generic term (if there is not one already), creating a new course, and creating a new section.

1. Creating a Course

First, we need to create the course that our section is going to be assigned to.
Start by going to Other > Listings > Courses > New Course.
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In the Course Entry window, the Subject field is required, and will be the name of our non-enrolled course. In this example, we’ll be calling our course “Other.” The remaining fields are optional and will be left blank for this scenario. Save once you’re ready to move on to step 2.
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2. Creating a Term

Our section will need to be assigned to a term. While we could technically assign it to our currently active term, this may not be ideal, since we would need to create a new non-enrolled section each semester. For a case such as this, let’s create a generic term that we can leave active.

For the name of the term, you can name it anything you'd like. However, naming it "0" has the added benefit that the dates will be copied from your active terms automatically, so there is no extra work needed to update this term later on.
Other > Other Options > Preferences > Terms > New Term.
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3. Creating a Section

Next up, we need to create the section that staff and students can select.
Go to Other > Listings > Sections > New Section.
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Select the Course and Term that you just created, check the Non-Enrolled and Active box, then save. The other fields are optional.
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4. Update your Course Lists

Lastly, you’ll need to update your course lists to ensure that your course is assigned to your Centers and your Consultants. If you need to assign this new subject to multiple course lists at once, check out this article. Other > Listings > Course Lists > [Your Course List]
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You’ll also want to select Process Specialties to update your existing Course Lists.
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And you’re all set! Students and staff can now select your non-enrolled course when searching for availabilities or creating visits.
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More Questions?
We hope that you found this article helpful, and as always if you have any questions about this or any other features, please feel free to let us know by emailing Helpdesk@go-redrock.com or by submitting a ticket.
Thank you for your continued support!