TracCloudST and TracCloudGuideListingsSymbols: Difference between pages

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<big><b>Search Symbols</big></b><br>
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<div style='text-align: center;'>
<big><b>
==SurveyTrac==
</big></b></div><br>


The SurveyTrac module allows you to send surveys to students and staff, to collect information about their visits, appointments, or otherwise. These surveys can contain an unlimited number of questions, be initiated by over a dozen different scenarios, and be reported on after the fact or be set to immediately email the results of each response to a specified address. There are practically endless combinations of survey types and questions available to create.<br>
"Search Symbols" can be utilized to specify how you want to search for data in TracCloud. Whether that be all <b>MAT%</b> registrations, or students of all Majors except for <b>#Mathematics</b>, these symbols should help to narrow down your search.


[[File:9429636.png|850px]]<br><br>
<b><big>Creating a new Survey</big></b><br>
To create a new survey, head over to your SurveyTrac menu (within the “Other” menu in your Navigation Bar), click the hamburger icon, then select “New Survey.” This will bring you to a survey entry form where you can start configuring basic options relating to your survey. Additional options will become available after saving.
[[File:5047740.png|600px]]<br><br><hr>
<div style='text-align: center;'><big>General</big></div>
[[File:1493219.png|900px]]<br><br>
* <b>Created By</b>
::The staff member who created this survey.<br><br>
* <b>Profile</b>
::The profile that this survey is assigned to.<br>
* <b>Active</b>
::Enables or disables this survey.<br>
* <b>Survey Period From</b> & <b>To</b><br>
::The active period of the survey. Used for “Initiated Via” options that specify "during survey period," such as “Email after 1st visit during survey period.”
* <b>Survey Name</b>
::The name of the survey. This will also appear within emails sent to students and staff.<br>
* <b>Initiated Via</b><br>
::This setting determines the send criteria for this survey, see table below.
{| class="wikitable"
{| class="wikitable"
|+ Alphanumeric
|-
|-
! Initiated Via !! Description
! <b>Symbol</b> !! <b>Description</b> !! <b>Example</b>
|-
|-
| Display during visit entry || displays within the “Surveys” tab of a visit record, allowing you to fill out and submit the survey from the visit record itself
| % || Wildcard / Search for fields that contain this value. || <span style="color:grey">Students.First_Name=</span>Jo<b>%</b>
|-
|-
| Email after visit || will be sent to the student/staff after a visit takes place (immediately after the student is logged out)
| # || Not / Search for fields that don't match this value. || <span style="color:grey">Students.First_Name=</span><b>#</b>John
|-
|-
| Email after 1st visit during survey period || will be sent to the student/staff after a visit takes place, but only after the student’s first visit during the survey period specified
| <nowiki>|</nowiki> || Or / Search for more than one value at a time. Only applies to Power Search. || <span style="color:grey">Students.Major: </span>Biology<b><nowiki>|</nowiki></b>Photography
|-
|-
| Email after new student record || is emailed to the student immediately after their account is created
| [null] || Search for a null value || <span style="color:grey"><nowiki>#sql:In-State#=</nowiki></span><b><nowiki>[null]</nowiki></b>
|-
|}
| Show at entry || displays during the login process.
 
|-
{| class="wikitable"
| Show at entry before 1st visit during survey period || displays during the login process, but only after the student’s first visit during the survey period specified
|+ Numeric
|-
|-
| Show at exit || displays during the logout process
! <b>Symbol</b> !! <b>Description</b> !! <b>Example</b>
|-
|-
| Show at exit after 1st visit during survey period || displays during the logout process, but only after the student’s first visit during the survey period specified
| > || Greater Than || <span style="color:grey">Duration=</span><b>></b>90
|-
|-
| Display as link on Main Menu || displays on student dashboards
| < || Less Than || <span style="color:grey">Duration=</span><b><</b>90
|-
|-
| Do not auto send || prevents the survey from being sent automatically
| <= || Equal to or Less Than || <span style="color:grey">Duration=</span><b><=</b>90
|-
|-
| Link on edit student || appears as an option within each student’s profile. This allows you to manually send a survey when needed
| >= || Equal to or Greater Than || <span style="color:grey">Duration=</span><b>>=</b>90
|-
|-
| Link on edit visit || displays within the “Surveys” tab of a visit record, allowing you to manually email out a survey relating to a specific visit
| ... || Range - (Dates only) || YYYY-MM-DD…YYYY-MM-DD
|-
| Display on document posting || is manually sent to the student from their profile via the Actions > “Survey Document…” prompt
|-
| Display as Student Entry Form || is manually sent to the student from their profile via the Actions > “Complete form…” prompt
|}
|}
<br>
* <b>Email subject</b> & <b>From email</b>
::If <i>Initiated Via</i> is set to an email-type survey, these options will become available allowing you to choose the subject of the email and what address the email is sent from.<br>
* <b>Link to Centers</b>
::Determines which centers this survey is assigned to.<br>
* <b>Instructions and Survey Head Text</b>
::These messages will appear at the very top of the survey entry window. Head Text appears in bold at the top, typically a title for the survey. Instructions appear smaller just beneath Head Text, typically a description for the survey or basic instructions.
* <b>Confirmation Message</b>
::The confirmation message will display at the bottom of the survey after clicking the “Submit” button.


<hr>
<big>Combining Multiple Searches</big><br>
Multiple statements can be used in sequence to find records that match more than one value at a time. The searches are simply separated by a space. The example below shows the process for searching for Major <b>and</b> class.


[[File:4725369.png|700px]]




<hr>
<big>Combining Multiple Symbols</big><br>
Multiple symbols can be used at once as well. In the example below, we're searching for all students with a major that does not contain the phrase "Engineering." This would exclude students who have a major of Electrical Engineering, Chemical Engineering, Etc.


[[File:5979775.png|600px]]




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Revision as of 14:39, 18 November 2021

Listings

• Students

• Attendance

• Appointments

• Courses

• Course Lists

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• Referrals (SAGE)

• Registrations

   • Activate Registrations

• Sections

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• Terms & Conditions

• Work Types

• Custom Views

• Selection Tool

• Saved Searches

• Search Symbols

Search Symbols

"Search Symbols" can be utilized to specify how you want to search for data in TracCloud. Whether that be all MAT% registrations, or students of all Majors except for #Mathematics, these symbols should help to narrow down your search.

Alphanumeric
Symbol Description Example
% Wildcard / Search for fields that contain this value. Students.First_Name=Jo%
# Not / Search for fields that don't match this value. Students.First_Name=#John
| Or / Search for more than one value at a time. Only applies to Power Search. Students.Major: Biology|Photography
[null] Search for a null value #sql:In-State#=[null]
Numeric
Symbol Description Example
> Greater Than Duration=>90
< Less Than Duration=<90
<= Equal to or Less Than Duration=<=90
>= Equal to or Greater Than Duration=>=90
... Range - (Dates only) YYYY-MM-DD…YYYY-MM-DD

Combining Multiple Searches
Multiple statements can be used in sequence to find records that match more than one value at a time. The searches are simply separated by a space. The example below shows the process for searching for Major and class.

File:4725369.png


Combining Multiple Symbols
Multiple symbols can be used at once as well. In the example below, we're searching for all students with a major that does not contain the phrase "Engineering." This would exclude students who have a major of Electrical Engineering, Chemical Engineering, Etc.

5979775.png


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