<b>2023-02-09 | Block Students from Booking Appointments Between Two Static Times<br><br></b>
It's now possible to prevent students from booking appointments in a specific time range during the day. This applies in addition to the st
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<b>2023-05-04 | Asynchronous Availabilities and Appointments<br><br></b>
...be concluded and reopened at any time, as opposed to standard synchronous appointments which have a designated start and end time.<br><br>
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...e default value is 2, meaning students are not allowed to book consecutive appointments. 3 would allow 2 consecutive and block the third.
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<b>2022-09-27 | Log Visits from Consultants' Upcoming Appointments<br><br></b>
...ants the ability to start and conclude visits directly from their Upcoming Appointments list.
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<b><big>Optional: In-Person vs Online Appointments</big></b>
This report displays a count of appointments with their meeting type, for availabilities that were optionally in-person
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<big><b>Students Visits/Appointments by ??</big></b>
This report will display the Visits and/or Appointments in your system that match the criteria you search by. This data can be grou
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<b><big>Appointments/Availabilities by Hour by Day of Week</big></b>
This report will show you the number of appointments compared to the number of availabilities in the date range you specify. The
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| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Students/Appointments Status Cross Tab''' <HR>
| style="vertical-align:top; font-size:120%; " | <BR />The Students and Appointments Status Cross Tab shows an alphabetical list of Sort Preference and will dis
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| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Appointments/Students by ??''' <HR>
...20%; " | <BR />The Appointments/Students by report shows a listing of the appointments by “Group Appointment By” and “Group 2” For each group selected, t
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<b><big>Referrals by Student and Appointments/Visits</big></b>
...ferrals by ??]], but additionally shows information for related visits and appointments. Additional details on those records can also be displayed, along with link
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| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Appointments/Students by ??''' <HR>
...ize:120%; " | <BR />The Appointments/Students By displays a listing of the appointments with the data that is grouped by chosen field. For each grouped data, the d
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...:top; font-size:160%; color:#7c1911; " | '''Blocking Students from Booking Appointments''' <HR>
...nt-size:120%; " | There are two options for blocking students from booking appointments in the Trac System.
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...of Days you are limiting your students booking ability to a set number of appointments that can not be exceeded.
In the example below, we are setting our rule as "Maximum of 2 Appointments in 5 Days". If the student attempts to book the a third appointment in a 5
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| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Consultant Appointments/Visits''' <HR>
| style="vertical-align:top; font-size:120%; " | <BR />The '''Consultant Appointments/Visits''' report displays the students the tutor saw and the time they work
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<big><b>Appointments Listing</b></big><br>
...created, and the status will be recorded as cancelled or missed as needed. Appointments can additionally contain [[TracCloudGuideGlobalCustom|custom fields]] that
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...a consultant availability or by scheduling a standalone appointment. Those appointments and availabilities can then be viewed on the Schedule or through the Appoin
...ilities, students are unable to access any sensitive data such as existing appointments with other students, Consultants, or any irrelevant contact info.
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...ys the number of appointments for the day and how many students booked the appointments.
| style="width:50%; text-align:left;" | [[Reports:Consultant Appointments/Visits|← Previous Page]]
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...hours associated with the appointment, and total hours scheduled in the appointments.
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...ss from the Group Roster view. This will send visit notes for any attended appointments, without requiring that you access each visit individually.<br><br>
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...op; font-size:100%; " | The second major area of Configuration Options for Appointments is located in your Group Access Preferences. Group Access settings determin
'''''Allow User to Create Appointments not linked to Availabilities'''''<BR />
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You can now change your threshold of missed/canceled appointments to auto-cancel the remainder of an appointment series. This can be found in
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...an now be provided a default set of options to choose from when cancelling appointments, in addition to the standard text field.<br>
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...udents in and out, through Quick Visits, through Batch Visits, and through Appointments.
...0px;" | [[Recording_Visits_Through:_Appointments|Recording Visits Through: Appointments]] <HR>
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...ointment itself. Additionally, another option was added to include deleted appointments in this report.<br><br>
...tment group roster screen, it's now possible to only add notes to selected appointments' visits.
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<b><big>Appointments/Visits Utilization</big></b>
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* [[TracCloudGuideBasicsSchedule|Asynchronous appointments]] can now be canceled by students or staff.<br><br>
...arch by appointment status in [[TracCloudReportsStudents03|Students Visits/Appointments by ??]]<br><br>
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Similar to appointments and registrations, it's now possible to open student accounts directly from
...lds can now be included in the [[TracCloudTechExport#2._SFTP_Export|Visits/Appointments SFTP Export]] as additional fields.<br><br>
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'''''Prevent User from Viewing Student IDs in Appointments and Log Listing'''''<BR />
...selected Group of Users from being able to view Student ID #s both in the Appointments Entries and Log Listing pages. Activating this preference will hide Student
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...vs Online Appointments]] report now has an option to include Asynchronous Appointments in the results.
...scheduled the appointment in [[TracCloudReportsStudents03|Students Visits/Appointments by ??]].
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...tments. If you would like to ONLY allow students who are on a list to book appointments, click the '''Constrain Student Booking''' to dropdown menu and select the
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...ntment rules]]. The value entered here acts as a buffer for when cancelled appointments will be deleted instead of set to a cancelled status. For example, if a stu
...e is dangerous as if the value is set to high, it can inadvertently delete appointments that should've been recorded as cancelled.<br><br>
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...s grouped by appointment status. For each student, you can see their total appointments of said status, total appointment hours, and total visit hours.<br><br>
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...listed with their number of visits, Appointments, Students, and status of appointments that logged into that particular center. The tutor logins can be regenerate
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...upload files to student and staff accounts, [[TracCloudGuideListingsAppts|
appointments]], [[TracCloudGuideListingsVisits|visits]], and even [[TracCloudGuideBasics
...margin-bottom: 1em"><big><b>Uploading and Viewing Documents</b> / Visits &
Appointments</big></div><div class="mw-collapsible mw-collapsed"><br><br>
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This report shows a list of students and their total appointments separated by status. This report can be filtered by appointment status and
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This report will show you consultants and their appointments, along with the consultants' [[TracCloudWhatsNew2022-02-18_1|maximum hours]
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...e calendar. This block simple allows you to put a block over the scheduled appointments and “blocks” those permission rules.
...ing reasons. If instead the appointment was deleted, information on booked appointments and the students that booked them, would be lost. With that being said, ava
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...listed with their number of visits, Appointments, Students, and status of appointments that logged into that particular center. The tutor logins can be regenerate
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...ting centers in TracCloud, as this will remove the related records (Visits/Appointments/etc) from reports and student/staff histories. Instead, we recommend settin
...vailabilities from the dashboard, and does not have an effect when booking appointments from the staff schedule. The center course list still applies as usual.<br>
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...ocking students with excessive missed appointments, timings around booking appointments, and what search criteria options show up and whether or not they're requir
...students or tutors confirming appointments, notifying missed or cancelled appointments, and a whole range of other reasons. There are a couple of steps that we ne
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...globally for the Profile in order to be an available option for visits and appointments. The checkbox on the left column determines whether the course is active or
The section is now an option for visits and appointments in this center.
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This report will list student visits and appointments, providing the ability to clean up these records if needed. You can modify
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*Appointments / Students by ??
*Appointments / Students by ??
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* <b>2023-07-10: Start or stop one-on-one visits for appointments from the staff schedule</b>
...to the visit start/stop option found in group rosters, just for one-on-one appointments instead.
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...hen a staff member logged in for work compared to their availabilities and appointments. This will display as a vertical red line overlaying availabilities.<br><br
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...hat they searched for and whether or not they booked. TracCloud checks for appointments that were booked on the same day as the search, so you will not see results
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...oudGuideProfilePrefsSchedule#Appointment_Status_and_Management|Calc Missed Appointments Since]]</b>
...<i>Other > Other Options > Preferences > System Preferences > Calc Missed Appointments Since</i>
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...ilities, students are unable to access any sensitive data such as existing appointments with other students, Consultants, or any irrelevant contact info.
...over the Search Glass Icon on the right side of the Trac Navigation. Click Appointments to access the Search for Availability Window. Keep in mind that this path t
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...that your campus deems as necessary. The three major default statuses for Appointments are Attended, Missed, and Cancelled. However, campuses commonly add additio
From the student record, select the History Tab and navigate to the Appointments subtab.
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...; color:#7c1911; padding:30px 0px 0px 0px;" | '''Recording Visits Through: Appointments''' <HR>
...-size:100%; " |Visit Data may also be recorded through Appointments. While appointments are scheduled and appointment data is recorded, the associated Visit still
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