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...L" accommodation choice, then assign either the availability itself or the consultant’s profile to that skill/accommodation so that the student performing the ...esults. Accommodations can be assigned in the [[TracCloudGuideProfileStaff|consultant’s profile]].

...ity will take place. Students can select a location during the "Search for Availability" process, and only appointments matching the location they selected will ap * '''Enter in avail''' will display the locations choice box in the availability creation window.

...sters/availabilities. The data is grouped by center, then consultant. Each availability block also shows the individual appointment, including whether they were at

...r:#7c1911; padding:30px 0px 0px 0px;" | '''Booking an Appointment''' (as a Consultant, Front Desk Worker, or Administrator)<HR> |style="vertical-align:top; font-size:100%; " |As a Consultant, Front Desk Worker, or Administrator, we can book an Appointment from our A

<b><big>Search Availability Options</b></big><br> ...he dashboard. There are 5 sets of settings, as you can have up to 5 Search Availability widgets at once by default. For example, if you had an AdvisorTrac and a Tu

...r of students that can join an appointment, for what section or reason the consultant is available, and also if the appointment will be scheduled once or repeate '''Which group(s) of Users will be responsible for setting up Consultant Availabilities (the times that your Consultants are available)?'''

...allows us to include/exclude the contents of an entire other course list. Consultant course lists (designated with the sequence number in the name) should not b ...mple, we’re going to create a course list for one of our consultants. This consultant can assist with all Accounting 100 courses, except for section 386. Here’

...then process Appointment records based on Consultant selection. Click on a Consultant’s name in the Personnel List to bring up their weekly Schedule. ...the Appointment, or any other field (if given sufficient privileges). As a Consultant, the fields that are usually the most important are the Status and Notes fi

...s about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individua ...ppears before the center name on the [[TracCloudGuideBasicsSchedule|search availability]] results page.

...-size:100%; " |As a Student, we can book Appointments using the Search for Availability Window, which allows users to Search for Time slots that indicate when Cons ...will log in with their student credentials and navigate to the Search for Availability page using the process shown through the following screenshots. ''

* <b>2023-08-11: Set a default value for availability max students</b> ...Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availability max students</i>. 0 = drop-in, 1 = one-on-one, 2+ = group, just like in the

New reports, per-center appointment fields, manual availability badges, and more in TracCloud for the month of February 2024. [[TracCloudCh ...location has been set to either 'Appointment - Student' or 'Appointment - Consultant' and a profile is selected, the additional options will appear for you to f

...as been added, you can find this listing by going to <i>Other > Listings > Availability Blocks</i>. ...hedule dates", allows staff in this group to edit the dates of a recurring availability during booking.

|Consultant.Username||A80||Yes||The consultant that the student met with, must already exist in TracCloud and be spelled c |Visit.CtrNotes||text|| ||The consultant notes for this session.||"Worked on this and that, etc"

...heir bio has been confirmed, or even add staff bio as an element of search availability.<br><br> ...dit their own Staff Bio. This is ties into the <i>Show Staff BIO on Search Availability</i> setting.<br><br>

...ize:120%; " | <br /> Appointments can be scheduled by filling a consultant availability or by scheduling a standalone appointment. Those appointments and availabil | style="vertical-align:top; font-size:120%; " | As a Consultant, Front Desk Worker, or Administrator, we can book an Appointment from our A

...ers and group they’re assigned to, and what type of staff member they are (consultant or regular staff). ...n [[TracCloudGuideGlobalBio#Staff_Confirm_Bio_Settings|Staff Bio on Search Availability]].<br><br>

...Schedule|availability]] in TracCloud, you will be able to determine if the availability is Online or In-person. If the ability is set to “Online” you will then ...taken to a screen that looks like this. This is where we can talk with our consultant over text chat and begin creating/modifying our document.

...to take place in. This would typically be the [[TracCloudGuideProfileStaff|consultant’s assigned static link]] (found in their profile), but you can also have ...gth of the block that you create. This can always be overridden within the availability options.<br><br>

...be set up. The “Consultant Schedule Summary” email is what will go to the consultant the day before the appointment with a student. Click on the icon to expand ...day before their appointment, it doubles as the confirmation email for the consultant as well. Because of the nature of this email, it is recommended to keep it

...ay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Fund ...eir own hours (i.e., logging in and out for work visits), you would use <b>Consultant Work Time</b> as your pay basis. It all depends on which metric you want to

<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Search Availability</b></big></div><div class="mw-collapsible"> ...in their permission group, they will be able to access the relevant search availability widget. <span style="color: brown">Faculty</span> are only able to access t

...anage your [[TracCloudGuideProfileStaff|consultant]]’s availabilities. The availability blocks created here will appear when staff or students are searching for ap ...n so that you can select a specific day or week (depending on your current consultant selection), and you can cycle through past/upcoming dates using the arrow b

*'''Email schedule summary to Consultant''' *'''Email confirmation to Consultant'''

* <b>Choose Consultant on Login</b> ...options. If Subject and Reason are enabled, they are inherently required. Consultant is optional unless "Yes (Required)" is chosen.

...y offer 30 or 60 minute availabilities, this should be set to match. If an availability is created with time slots outside of the limit specified here, it will not * <b>Prevent students from booking consecutive appointments same student (any consultant)</b>

...ot Times allow users to book multiple appointment slots. For example, if a Consultant was available for 1 hour appointments Monday Afternoon from 1 to 4 pm, a st ...the Reason field in the Search Availability Window. When searching for an Availability, the user who is performing the search has the option of entering a Reason

::AdvisorTrac profiles are more commonly used to track visits by consultant and reason. Students are typically only allowed to book with their assigned * <b>Staff (Consultant)</b>

...our students. These links can be preassigned to a center, subject, reason, consultant, modality, or type so that your students only see the results you want them ...existing <b>Hide 'Is Work' for Quick Visits / Visit Entry</b> and <b>Allow consultant to login for work on KIOSK where the user logged in is themself</b> options

To edit the <span style="color:red"><b>Consultant/User</b></span> main menu message, simply click on the pencil icon on your ...n:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | Search Availability Message<HR>

* <b>[[TracCloudGuideBasicsStaff|Creating Staff/Consultant Accounts]]</b> (Homework) * [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]

...during the appointment. Alternatively, a document could be uploaded to the availability, allowing students to view it after booking the time slot. Visit documents ...aded to an appointment, an email can be automatically sent to the student, consultant, and/or center notifying them of this action. These emails support Twig and

Record that a student reserved a time to meet with a consultant. An appointment may be assigned a status to identify the outcome of the '''''Availability'''''<BR />

...racCloudGuideListingsStudents|student]] and a [[TracCloudGuideProfileStaff|consultant]]. The student intends to show up at your [[TracCloudGuideProfileCenters|ce

...ent information as they are logging in. When a student is searching for an Availability to book an Appointment, his/her section data can automatically load into th ...lor:#7c1911; padding:30px 0px 0px 0px;" | [[Consultant_Section_Specialties|Consultant Section Specialties]] <HR>

| <span style="color:grey">{{#fas:magnifying-glass}} Search Availability Only</span> || No || No || No || Yes * <b>Show Consultant Location on Day Schedule</b>

...OSK_Options|custom kiosks]], which are already linked to a specific center/consultant/reason/etc. These are frequently used for workshops or SI events, but they ...[[TracCloudGuideListingsAppts|scheduled appointment]], the subject/reason/consultant will be selected automatically to match that appointment.<br>

...hat the student has requested help for a subject they can assist with. The consultant will go to that table (or send an online invite link for a virtual session) * 3. Once the student has received all the assistance they need, the consultant will conclude the table visit. This process can repeat if the student needs

Your {{Appointment.OnlineText}} appointment with {{Consultant.FirstLast}} at questions prior to your appointment, feel free to reach out to {{Consultant.Email}}

*1. Click on the "Consutlants/Tutors/Advisors" tab, and select a consultant. ...otes 2" box will be placed here in the email. Repeat steps 1 to 3 for each consultant.

* <b>Linked Consultant:</b> <nowiki>{{Consultant.Email}}</nowiki> ...ments on behalf of students, or assign multiple students to the same Group Availability.

:Fixed Consultant Pay by Work Reason to show chosen work reason. ...d shoulders icon to only display for the primary profile subcenters of the consultant.

<br> - Confirm and Reminder emails now have an option to set Reply To as Consultant <br> - Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was no