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...st in your center profile, type the new Term code in the “Term” field. The Section Listing will now display all sections in your new term.'' ..."color:#707070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Sections''</span><BR>

...list of courses. In this situation, we have the option of adding a Generic Section, perhaps entitled “Graduate Prep”, that would be available to ALL stude ...p left corner on Main Menu) and select Center Profiles. Select your Center Profile and Navigate to the Sections Tab. Then click on the blue “New” button t

...ose on login, which allows more flexibility compared to selecting a single section.<br><br> ...sks can be managed by going to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log Listing Message,[...] > Custom Kiosk Options</i>. Within you

...top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" |Consultant Section Specialties<HR> ...sultants tab. Click Load to display all of the consultant records for this Profile.

...t Options > Activate These…</i> That will check the box to the left of the Section Term ID. *First Option is to add ALL the sections to ALL Subcenters. From the Profile Sections tab, click on List Options > Subcenter Activation > Choose 'activa

...ct person. You must activate the send notes feature for the Visit's center profile and for the user's group. .... This allow administrators to turn on the Send Notes feature for a center profile, but only allow certain users in various groups to actually have the abilit

...these fields blank will cause the field to display for all centers in the profile as usual. ...existing "Term Code" field continues to be based on the term linked to the section/registration of the visit.<br><br>

...in a List or Listing. Consultants are uniquely organized within the Center Profile. There are a few steps we will need to take to begin to setup Consultant Pr ...Profile. Go to <i>Trac Navigation > Search Glass > Center Profiles > [Your Profile] > General > Name for Consultants.</i>.

...for Tutoring. These options allow you to offer a separate widget for each profile. If your campus needs more than 5 widgets, this can be added at an addition ...e” or “Choose Date.” The latter will prompt staff and students to select a Profile, Center, and Date Range for their search results. <b>Hide Search Option</b>

...students listing for staff with the appropriate permissions. See the next section for information on managing group permissions.<br><br> ...l be "Welcome to the Campus, click the link below to begin setting up your profile record."<br><br>

.... Course Lists can additionally be assigned to availabilities as a form of section group, as seen towards the bottom of this article. ...is allows us to create a course list of all ACTG250 courses, regardless of section/term, or simply all courses for writing center environments.

...going to <i>Other > Other Options > Profiles > [Your Profile] > General > Profile Name / Badge on Scheduler</i>. An example of this can be found in our [[Tra ...ax appointment rules]] can be created to apply to appointments in the same profile.<br><br>

...ection 2, the end result of the merge will be one account enrolled in both section 1 and 2. The same applies to other records like visits, appointments, refer

...and [[TracCloudTech|IT integrations]] (SSO, Mail, Import). Comes with one profile, but more profiles can be added. Each License can be used as a production s * <b>Profile</b>

..."color:#707070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Group Access > [Group] > Log In/Out''</span><BR> ...ence, if activated, will allow this Group of users to create a new Student Profile when an ID number is not found (in the Log Student Window).

..."color:#707070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Group Access > [Group] > Student Entry''</span><BR> ...l allow this Group of users to view the Appointment History of a Student’s Profile. A student’s Appointment History includes a detailed description of each

Go to Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Prefs > Scheduling > Appointment Status & Management. Here, you will fin Scroll down further to the “Other Scheduling Blocks” section of the same menu, and update the dates here as well.

* <b>Linked to Section / Subject</b> ...f selected, an additional entry field will appear where you can choose the section/subject. This will only work with sections that students are registered for

...ons can be managed by going to <i>Other > Other Options > Profiles > [Your Profile] > Reasons</i>. * <b>Profile</b>

...med to find a Group or Selection of students. We may also access a Student Profile directly from the Student Listings, which is essentially a List of All stud ...formation System, or entered manually for each Student (See Student Import section at the end of this chapter). A student’s Username and Password can be mod

* <b>2023-08-01: Subject/Course/Section search added to Appointments/Visits Utilization report</b> ...hange this default by going to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availabi

...ting courses for our Writing Center. First, let’s navigate to our ''Center Profile – Sections Tab''. Here we will click on the ''SubCenter Options'' dropdow ..."color:#707070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Sections''</span><BR>

There are various Profile-specific emails that can be configured in TracCloud. Most are sent automati ''Other > Other Options > Profiles > [Your Profile] > Prefs > Emails''.

|Course.Subject||A40||Maybe||The subject of the visit, only required if section data is being imported.||CHEM |Course.Course||A20||Maybe||The course number of the visit, only required if section data is being imported.||100

...articular Group, go to your Group Access: (TracNav > Search Glass > Center Profile > Group Access) and first check the box next to Log Visits To for the chose ...the Consultant can conveniently draw the student listing for the Math 110 section (i.e. Math 110 – 11370) and mark attendance by simply checking the checkb

...specify a student’s assigned advisor. To begin, open up the Custom Fields section in your System Preferences, scroll to the bottom, and select the <b>+</b> i ...that can be center-specific. After selecting this location and a specific profile, additional options will become available to only show this field for a cer

...sultants, administrative documents and intake applications stored in their profile, or any other files you may want to store in relation to a record. Each doc ...t, and define which Document types they can access in the “Document Types” section.<br>

This section of your profile preferences contains additional options relating to the Log Listing, KIOSKs <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log Listing Message, KIOSKS Notices, and Custom KIOSKs</i><br>

...under a single Center Profile are subject to the rules set for the Center Profile’s Preferences. ...(top left corner of Main Menu). Select Center Profiles, select your Center Profile, and navigate to the Prefs Tab. In the list of subtabs that load underneath

...where you will find your staff/consultants that have been assigned to this profile. From this view, we can see the staff names, the centers and group they’r For a complete list of staff, not just staff assigned to this profile, go to <i>Other > Other Options > Listings > Staff</i>.

...ppointment. "View Student Record" allows you to quickly open the student's profile to retrieve contact information, etc. * <b>Section</b>, <b>Reason</b>, <b>Profile</b>, and <b>Center</b> show what was selected when performing the search.

.... The formatting of these appointment info boxes can be customized in your profile settings, allowing you to provide the necessary information in a visually a ...r Students, Staff, and the Schedule view for Staff. There's also a preview section beneath each text box allowing you to easily see how your changes will disp

| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Center Profile Scheduling Preferences''' <HR> ...under a single Center Profile are subject to the rules set for the Center Profile’s Preferences.

...n ad-hoc QR codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than< ...Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>

The first section of our “Prefs” tab contains our Log In/Out preferences. These preferenc ...itle (<i>Introduction to Example</i>), or you can include the full Subject Section Title (<i>MAT100 01 Introduction to Example</i>) if needed.<br><br>

...le preferences can be found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling</i>. <b>Required for Search</b> means that in order for appointments in this profile to appear in search results, this field must not be empty.<br>

...croll down the list of settings to the “Auto Terminate Visits Longer Than” Section to begin the configuration. ...well as adjust visit durations based on the settings set up in the center Profile Prefs. This Auto Event is typically ran each day after all of the centers h

::* <b>Log Listing for [Profile]</b> ...g on which fields are [[TracCloudGuideProfilePrefsLogInOut|enabled in your profile]]. Additionally, [[TracCloudGuideGlobalCustom|custom questions]] can be con

...st every report in TracCloud can be exported as a .CSV file. For Staff and Profile admins, this may be the preferred option for exporting data. For more infor | Section || A80 || Section code || 04

...l have a new option in the upper-right corner of their main menu. This new section allows the students to activate the TextAlerts for themselves, by clicking ...g to the Trac Navigation -> Search Glass -> Center Profiles -> Select your Profile -> Group Access tab -> Select the group that you would like to generate cod

...the students listing showing only students who are enrolled in the chosen section. Roster referrals will only appear as part of the SAGE module and allows th ...espond to them. The second is to show any documents uploaded to the user's profile that they have [[TracCloudGuideProfileGroups|permission]] to view.

..., but not for MATH200. Both <b>Same Subject and Instructor</b> and <b>Same Section</b> can be used to be more strict as needed.<br><br> ...time slot determined by first person that day and time" is enabled in your profile schedule prefs.]]<br><br>

...pdate the SysAdmin permission group as detailed in the "Group Permissions" section of this article below. ...deBasicsPayroll|work visits]]. You can choose which Center(s), Reason, and Section/Course List must be selected for the visit to count towards Plan completion

...on regarding the number of students that can join an appointment, for what section or reason the consultant is available, and also if the appointment will be ...y block for and click on this Subcenter. In the bottom half of the Center Profile window that appears, the system will list any Availability blocks that curr

Then you'll need to enable it in your center profile settings. Go to Trac Navigation > Search Glass > Center Profiles > [Your Ce ...link, (you will need to specify a reason) or allow someone access to the section who was previously removed with the ''Clear Kick'' option. This list is so

The defaultProfile setting determines what profile view will be displayed for the Default Login Screen, the Students, and the ...not related to a specific profile and need this setting to determine what profile view they will see.

...atted for different user groups. Use the tables located at the end of this section as reference to format these emails. ...em will send emails to the email address listed in the student’s record or profile. The create message field determines whether this message will also be sent

...found by going to Trac Navigation > Search Glass > Center Profiles > [Your Profile] =====[[Definitions|What is a Profile?]]=====

Twig (and HTML) are supported in [[TracCloudGuideProfilePrefsEmails|profile emails]], [[TracCloudGuideGlobalWelcome|welcome messages]], [[TracCloudGuid ...|SAGE]] emails, but can also be used in [[TracCloudGuideProfilePrefsEmails|profile emails]] if needed. For example, this could be useful in situations where n

...are system-wide settings that control the Trac system regardless of Center Profile, Subcenter, or Group. The Advanced Preferences are found from the Utilities ...anced Preferences that could be customized for your Trac application. This section will highlight only some more commonly used advanced preferences. Many of t

...e student's visit. You can choose which Center(s), Reason, Consultant, and Section/Course List must be selected for the visit to count towards Plan completion ...assigned to individual students from the <i>Success Plans</i> tab of their profile. Click on <b>Assign Plan to Student</b> and choose the Plan type that you w

:Fixed schedule head and shoulders icon to only display for the primary profile subcenters of the consultant. ...tem Preference orderReasonsByActive to order the Reason List in the Center Profile by Active status.

<br> - Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default <br> - Added the option to search by profile for the Resource Utilization and Resources Past Due reports

...ate new referral types, and run reports on our SAGE data. The bulk of this section will be spent going over SAGE configuration. ..."color:#707070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Group Access > [Permission Group]''</span><BR>