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...school logo is by going to Trac Navigation > Trac Man icon > Utilities and Prefs > Custom Utility > Sys Admins > Upload Campus Logo. Click "Execute", and up ...is, go to Trac Navigation > Trac Man icon > Utilities and Prefs > Advanced Prefs > "CampusName". Type your school’s name into the data box, then click sav

...="vertical-align:top; font-size:160%; color:#7c1911; " | '''Center Profile Prefs'''<HR> ...ng of all Center Profiles. Click on a Center Profile to access the Center Profile Entry screens.

'''Student Access''' – Utlities and Prefs > System Prefs > StudentAccess '''Center Notices''' – Center Profile > Prefs > Notices

<i>Trac Navigation > Trac-man > Utilities and Prefs -> System Prefs > CurrentTerm > Change to the new term number.</i> <i>Trac Navigation > Trac-man > Utilities and Prefs > System Prefs > SemesterStart/SemesterEnd</i>

...used to inform certain interested individuals of a students progress at a center. ...re is for athletics. Coaches might want to be informed that a visit at the center occurred and view the notes about the visit. Rather than having the coach l

...r:#7c1911; padding:30px 0px 0px 0px;" | [[Center_Profile-Scheduling|Center Prefs - Appointment Options]] <HR> ...under a single Center Profile are subject to the rules set for the Center Profile’s Preferences.

...all have unique (HTML Supported) messages on their home screen, as well as center notices that appear in the top-right corner of their main menu. Here's how ...sage, go to Trac Navigation > Trac Man icon > Utilities and Prefs > System Prefs > StudentAccess > Message for Full Access Students.

Go to Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Prefs > Scheduling > Appointment Status & Management. Here, you will find the fir ...y be changed if you have 1 Trac Profile. If you have more than 1, only the center status is changed.

Posting Documents allows you to upload important documents to a Student’s profile. Then users that have access to those documents will be able to download an ...the Trac Man icon, and choose Utilities and Prefs. Navigate to the System Prefs tab, and look for the preference category called Document Posting. The pref

==Scheduling Prefs - Enabling the Location Field== ...to '''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Prefs > Scheduling'''.

...t-size:100%; " |Appointment Statuses can be defined in your Center Profile Prefs Tab and fully customized to include any status that your campus deems as ne ..., Appointment records can also be accessed through the Schedule Tab in the Center of your Main Menu.

...ing the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and p [[File:2971581.png|800px|The "General" tab of a TracCloud Profile.]]<br><br>

...e="vertical-align:top; font-size:160%; color:#7c1911; " | '''Utilities and Prefs'''<HR> ...To access this menu, go to Trac Navigation > Trac Man icon > Utilities and Prefs.

...go to Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Prefs > Scheduling > Appointment Custom Field.<BR><BR> ...go to Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Prefs > Emails > Student Reminder Email, add the tag #apptCust1# anywhere in the

Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Prefs > Scheduling > Other Scheduling Blocks. :This applies to both center and special status.

...| In Trac 4.0, you have the ability to create notes to add to a student’s profile, and also to send them messages through your Trac product. ...you may only want Administrators to see disciplinary notes on a student’s profile. Creating these notes as an Administrator type of note can prevent other us

..."color:#707070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Group Access > [Group] > Restrictions''</span><BR> '''''Prevent access to My Prefs to Personalize Main Menu'''''<BR />

..."color:#707070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Group Access > [Group] > Admin / Modules''</span><BR> ...de the Max # of Appointments made per week, Max # of appointments made per center, Max # of missed appointments, or Minimum of 24 hours previous to booking a

...y Staff account in TracCloud is assigned a User Level, <b>SysAdmin</b>, <b>Profile Admin</b>, or <b>Staff</b>. These levels impose restrictions on the selecte ...Permission Groups within a specific Profile, to access only that Profile's Center choices.

* <b>2023-08-02: It's now possible to apply center searches to appointments in the Students Visits Cleanup Data report</b> ...Clicking "Show All" will display all advisors/consultants assigned to your center, instead of only the student's assigned advisor.

...p; font-size:120%; " | '''Auto Termination Function: Make it Work for Your Center''' ...SysAdmin- Go to the Magnifying Glass-> Choose your Profile -> Select the “Prefs” tab -> Click the “Log in/out” Tab. Scroll down the list of settings

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

...ve input from your students. You can have up to 8 custom fields per Center Profile. These custom fields/questions can be integrated into your Login process or ...070">''Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Prefs > Custom Fields''</span><BR>

...o true, if a pay rate could change based on many different combinations of center, reason, fund, etc, you can create as many work types as you need. Both of ...uideProfileStaff|consultant]] profiles. The is as simple as going to their profile and choosing the correct pay code from the drop-down menu. Save after makin

<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log Listing Message[...] > Auto Termination.</i><br> * <b>Send Email Notification to Student / Center Admin</b>

<div style='text-align: center;'> 2nd Training: Creating Staff, Reasons, Starting profile prefs.

In Trac Navigation > Trac Man icon > Utilities and Prefs > System Prefs, click on Mail Settings. This will allow you to fill out the fields for the ...ls are sent out, you’ll need to go to Trac Nav. > Trac Man > Utilities and Prefs > Auto Events. There are preferences named "Send Email Reminders" and "miss

The first tab found in Utilities and Prefs is Custom Utilities. Custom Utilities provide access to special utilities t '''''Reset Center Status/Missed'''''<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>

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

...ter]](s) and lent to students or staff. The borrowing of resources at your center(s) can be tracked, recorded, and the data collected can be displayed throug * <b>Profile</b> is the linked [[TracCloudGuideProfileGeneral|Profile]] for this resource.

...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>.

Go to Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Group Access. Navigate to the group you want to create a new user for, c :*[ ] Prefs next log in – This will prompt them to update their “My Prefs” menu the next time they log in.

...p; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | '''Advanced Prefs''' <HR> ...enter, or Group. The Advanced Preferences are found from the Utilities and Prefs…

From a profile perspective, this tab displays the groups assigned to the profile, allowing you to manage your staff permissions to ensure they only have the ...ng the hamburger icon. New group will prompt us to choose a name and which profile it’s assigned to. After saving, you will be brought to the settings menu

...n also choose your selected center, which applies to both the "all of this center" view as well as individual consultants who work across multiple centers. ...utilized for. If left blank, which is a typical choice, the consultant and center course lists will be used. If you wanted to restrict the availability to a

...ers have closed. The Termination settings are set up in the Center Profile Prefs. ...chools with high activity on their system. The systems with an AdvisorTrac Profile are also recommended to run the Nightly Restart script because advisors acc

...ts themselves. Access to search availability widgets is typically based on center access. If a user has scheduling access in their permission group, they wil <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Center Status</b></big></div><div class="mw-collapsible">

...under a single Center Profile are subject to the rules set for the Center Profile’s Preferences. ...). Select Center Profiles, select your Center Profile, and navigate to the Prefs Tab. In the list of subtabs that load underneath, select the Log In/Out tab

<div style='text-align: center;'> ...ts</i> where students received help from consultants. Students begin their center visit studying independently, while having the ability to request assistanc

The Center Profile Prefs: Emails Tab is where the majority of email messages/formats are defined. Ea ...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

...codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than</i>. By d * The [[TracCloudReportsManagement03|Center Schedule report]] has a new option to show appointment statuses in results.

...gn:top; font-size:160%; color:#7c1911; padding:30px 0px 0px 0px;" | System Prefs<HR> |style="vertical-align:top; font-size:120%; " | System Prefs contains several global system preferences, including mail server settings,

...he Trac application directory. You can use WordPad or Notepad to edit the Prefs.INI file. Locate ServerPort=80. Change 80 to 81 to serve the Trac applica *2. [[Center_Profile-Scheduling|Scheduling Prefs]]

| 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.

...ces 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>

...ngs can be found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out</i>. Your Kiosk, Queue, and Visit Log List views can be custom ::The center color can be used by entering: {#Center Color#}<br><br>

.... Go to Trac Navigation > Search Glass > Center Profiles > [Your Center] > Prefs > Scheduling > Other Schedule Options. Change "Appt and Linked Docs" to "Li ...oard or both, the ''from'' and ''to'' dates and times for the session, the center the session is limited to (if any), and whether the session is active or no

:Fixed Appointments/Students by ?? Report to Group by 'Center'. ...ity to to control on a Zoom appointment whether or not the survey for that center goes to the student (add noSurvey=true) to zoom link.

:This field, along with some advanced prefs, can be used to change the question to a drop-down format. ::'''Advanced Prefs'''

...the email or message based on why it was sent. Add an extra paragraph if X center was selected, send a follow-up email after a visit if the student chose Y, Twig (and HTML) are supported in [[TracCloudGuideProfilePrefsEmails|profile emails]], [[TracCloudGuideGlobalWelcome|welcome messages]], [[TracCloudGuid

<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