==Welcome to the TracCloud User Manual!==
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<big><b>User Detail</big></b>
...ll staff members in the system, including their username, last login time, user level, and assigned group. The results can be used to quickly review staff
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...activate the send notes feature for the Visit's center profile and for the user's group.
...re. The first is the center's send notes preferences and the second is the user's Group send notes activation. This allow administrators to turn on the Sen
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| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''User Detail''' <HR>
...gn:top; font-size:120%; " | <BR />The User Detail report will list all the user accounts created and will list the date they last logged in with the accoun
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<big><b>Log In As Another User</b></big><br>
...loud provides SysAdmin accounts the ability to directly login as any other user in the system. This is an easy way to make sure that other accounts have ap
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...e as well (some of which have been or are going to be merged into the main user manual). The 'Full Changelog' tab is where you can find a complete history
...hole rather than shorter update notes, take a look at our [[TracCloudGuide|User Manual.]]<br><br>
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...font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | '''What is a "User" account?''' <HR>
A user is an account created within an access group. Users can have higher permiss
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With the '''“Login As User”''' feature you can log in as any account in the Trac System to confirm t
In this week’s Newsletter we will discuss how to use the '''“Log in As User”''' feature in your Trac System.
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...size:100%; " | The Restrictions tab in Group Access allows you to restrict user access to sensitive data in the Trac System.
'''''Prevent User from Viewing Student IDs in Appointments and Log Listing'''''<BR />
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...to use the LDAP Tool to test and find the correct configuration to Bind a user to your LDAP or Active Directory server.
...es and cannot be used to authenticate users into your Trac application. No user is authenticated without verifying they have entered valid credentials. Tha
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...that doesn't necessarily need to be included in the welcome message. Each user type of your Trac System (Users, Faculty, Consultants, and Students) can ha
...> Search for “MainMenuCustom”. Select the preference corresponding to the user group you want to create it for.
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...ign a student to the list. ''Search and Edit'' access to the list allows a user to remove or add students to and from the list. Note: any lists that have b
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'''''Allow User to Search by Name on Log Listing Users'''''<BR />
'''''Allow User to Search by Name on Log Listing KIOSKs'''''<BR />
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|style="vertical-align:top; font-size:100%; " | '''''Login as User'''''<BR />
This process allows you to log in as any student, consultants, user or faculty account without the password.
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...threshold for when consecutive appointments will be blocked. If "Prevent [user type]" is checked and this box is left blank, the default value is 2, meani
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<big><b>User Level in Staff Accounts</big></b><br>
Every Staff account in TracCloud is assigned a User Level, <b>SysAdmin</b>, <b>Profile Admin</b>, or <b>Staff</b>. These levels
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...; font-size:120%; " | <BR />Center Profile Detail report will list all the user and consultant accounts created in the Profiles under the Group Access the
| style="width:50%; text-align:right;" | [[Reports:User Detail|Next Page →]]
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'''''Allow User to View Student Visit History'''''<BR />
'''''Allow User to View Student Appointment History'''''<BR />
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'''''Allow User to Manage Resources'''''<BR />
'''''Allow User to View Modifications Logs'''''<BR />
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'''''Allow User to Access Schedule'''''<BR />
'''''Allow User to Create Appointments not linked to Availabilities'''''<BR />
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[[TracCloudGuide|User Manual]] • [[TracCloudReports|Reports]] • [[TracCloudWhatsNew|R
[[User_Manual|User Manual]] • [[Reports:Add_Favorite|Reports]] • [[NewsNewsletters
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TracCloud supports SAML, CAS, and LDAP for user authentication. Information on each of these options is available below.
:*<b>User Name Attribute</b>
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===Viewing as a Consultant/User===
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...30px 0px 0px 0px;" | [[Creating_a_New_User:_User_List|Creating a New User: User List]] <HR>
...llows you to create/delete users and kiosks for the group and view current user/kiosk information.
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The second option to enter Visit information allows a user to simply copy the information already populated on the Appointment Info ta
If this preference is activated and a User “Saves” the Appointment Record, all of the information on the Appointme
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* <b>Checked Out To</b> shows which user currently has this item checked out (if applicable).
...or the other. By default (both unchecked), the item is available to either user type.
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To edit the <span style="color:red"><b>Consultant/User</b></span> main menu message, simply click on the pencil icon on your home
...lass > Center Profiles > [Your Profile] > Prefs > Notices. You’ll see each user type has their own notice field; you can begin editing any of these by clic
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...Any User assigned to the same Group as a Kiosk can switch to Kiosk mode. A User (this might be an administrator, coordinator, supervisor, front desk staff,
'''Allow User to Search by Name on Log Listing KIOSKs''' will allow users to type their n
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* <b>Allow user to view and edit the student field ‘Receive Text Alerts’</b>
* <b>Allow user to send SMS messages to students</b>
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Another setting to consider is your permission group access. If a user needs to have the ability to review these Appointment Requests, their group
...and <b>Reported By</b> shows the time and date of this request, and which user submitted the request (myself as an example in this case).
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...such as SI sessions, Exam reviews, and Orientations, etc..., and allows a User to draw Attendance by Subject or Section. For example, if a Consultant host
...atch Entry will mark the “Selection” attended, based off of the search the user performed.
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...gather additional feedback from your students, consultants or any type of user for your Trac System.
...to allow other Users access to the surveys, simply check the box in their User account privileges.
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...s to search availability widgets is typically based on center access. If a user has scheduling access in their permission group, they will be able to acces
This widget shows all upcoming appointments for the logged in user. The student and consultant versions of this widget can be configured to di
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...start and end times for the display of the schedule for your centers. Each user can set their start and end times individually.
Refers to the Log listing screen. If a user searches for a specific set of visits, that search criteria will be used fo
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...tical-align:top; font-size:160%; color:#7c1911; " | '''Introduction to the User Manual''' <HR>
...ttings that do not control access, but allow for some customization of the user experience within the Trac 4.0 application.<BR /><BR />
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::You can choose which [[TracCloudGuideGlobalLists|student lists]] this user group can view/edit. Just as with the center options, we can change the col
<!-------------------------------------- User List -------------------------------------->
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'''9)''' After the end user is finished using AdvisorTrac/TutorTrac, we can re-direct to a webpage that
...stem that will be used to generate an LDAP binding script that runs when a user attempts to log in. Please send an email to helpdesk@go-redrock.com with th
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Lists may be used to group any population of students together and give the user the ability to quickly display all students that belong to a list. This fun
| style="vertical-align:top; font-size:120%; " | The User List tab shows you the list of users associated with the group. You can edi
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...minister and create these sessions, the user account must have the ''Allow User to Create Online Sessions'' option checked in their preferences. <br />
| style="vertical-align:top; font-size:100%; " | <br /> When the ''Allow User to Create Online Sessions'' preference has been added the Administrator wil
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* <b>User Level</b>
::The user level determines some baseline rules for what this staff member can and can
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...default "from" address when sending batch emails to students (the current user's address, the profile address, or the campus address).
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...d center profile. This button only appears in the appointment entry if the user's group has the Move To option checked and the appointment is an existing a
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...ously set (Max days out or Max Time Out). The “Reserved By” field allows a User to reserve this item for future use by disallowing the item to be checked o
The system then notifies the User that the resource is checked out to our student Sam Smith.
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...ileges to view this information. These screenshots represent the view of a user that has sufficient privileges to see this information.
Any of these options will direct a user towards the Visit Entry window. The Visit Entry window that appears during
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...e right side of the screen. Along the top, links to each center allows the user to regenerate the report for an individual center.
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...ncrypts the response, and then forwards the encrypted response back to the user's browser. With this method, all network traffic from the server to the cli
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...e right side of the screen. Along the top, links to each center allows the user to regenerate the report for an individual center.
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|style="vertical-align:top; font-size:100%; " |If a user has the appropriate privileges, reports can be run based on student lists.
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...can choose the question and the confirm button title, as well as allow the user to enter notes.<br><br>
If the user in this group is set to [[TracCloudNewsUserLevel|user level]] "Staff", the only access this will provide is to students' assigned
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|MaxRenews||#B|| ||The number of times a user can renew their checkout, receiving another X days until overdue (based on
...mpted to return the item to the student upon resource check-in.<br>0 = The user can check the item out without providing a collateral item.||1
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...ssion in [[TracCloudGuideProfileGroups|Group Access > Scheduling]], "Allow user to pick repeating schedule dates", allows staff in this group to edit the d
...t users in a certain group from creating batch visits by checking "Prevent user from accessing Batch Visits" in [[TracCloudGuideProfileGroups|the Permissio
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...however, this additionally applies to concluded visits. For example, if a user created a 10-hour visit for one of your students, this process will change
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'''CREATING A QUICK VISIT: USER INFO'''
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...additionally applies to concluded visits that same day. For example, if a user created a 10-hour visit for one of your students, this process will change
* <b>Warn user if visit time is less than (minutes) & Warning message to display</b>
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...licking the icon again will allow them to conclude their visit. The {{#fas:user-check}} icon opens a window that displays currently logged in consultants.
...og In/Out > Uncheck "Allow consultant to login for work on KIOSK where the user logged in is themselves" > Save</i>.
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* <b>{{#fas:user-large-slash}} Hide from Consultants</b>
...of selections a user can make from the set of choices. If left blank, the user can check up to every box.
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...o be added or removed from a list, they will need to be added/removed by a user with the appropriate permissions. Max appointment rules can also be configu
In order for a user to view or edit a student list, the list must be assigned to their [[TracCl
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...sed by the Trac System to help group students by a category and allows the user to run reports or send mass emails to the specified list of students. Follo
...rocess we have created a static list. This will remain unchanged until the user adds a student or takes them off the list manually.
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...in the Search Availability Window. When searching for an Availability, the user who is performing the search has the option of entering a Reason to limit t
...in the Search Availability Window. When searching for an Availability, the user who is performing the search has the option of entering a Location to limit
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...write messages and notices that appear on the main menu for the different user types of the Trac System.
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Activating this preference allows the user who is signing in to select a Consultant during the Login process. The “#
Activating this preference allows the user who is signing in to select a Consultant during the Logout process. The “
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...n as a service allows the Trac application to run automatically without a user logged in to the server. This is often a requirement by IT Departments to
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::When “Choose Date” Is used when searching for availabilities, the user is asked which Profile and Center they want to search in. This option provi
...e|"Schedule no sooner than" preference]] allows, TracCloud will inform the user/student that there are X number of availabilities on that date, and to come
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::This determines the user types that are shown this announcement. If student is checked, you will be
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...aculty|Faculty]]. This allows you to create a unique message for different user-types in TracCloud. Maybe a basic welcome message for your Staff/Consultant
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A Faculty account is one of three user-types in TracCloud, the others being [[TracCloudGuideListingsStudents|Stude
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...oups > [The group you want to update] > Student / Visit tab > Check 'Allow user to create prospective student requests' > Save</i>.
...er > Other Options > Profiles > [Your Profile] > Log In/Out > Check "Allow User to Generate a Prospect" > Save.</i> Once enabled, the following button will
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* [[TracCloudReportsSecurity02|User Detail]] now has date range options, allowing you to search for staff recor
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...sed by the Trac System to help group students by a category and allows the user to run reports or send mass emails to the specified list of students. In th
...rrals can be created for the selected student here as well, as long as the User has the appropriate access.
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...iately upon [[TracCloudGuideListingsAppts|appointment]] cancellation. Each user-type will receive a unique email with information about the cancelled appoi
::This controls which user these emails will be sent to.
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...inactive for too long. Different lengths of time can be specified for each user type, and a warning message can appear a few minutes before they're logged
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The system will then notify the User that the Writing Center has been chosen.
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The Trac System is user friendly and with this guide you will soon be an expert in no time!
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...0px;" | [[Booking_an_Appointment_(as_a_user)|Booking an Appointment (as a user)]] <HR>
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* <b>Allow user to adjust chosen special skills</b>
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:* '''as text''' will allow the user creating the availability to type in a custom value in the location box.
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Faculty Members are typically the primary user-type submitting referrals, and as such, they have a streamlined view of the
* <b>Notes Instructions</b> is a message that appears to the user submitting this referral, providing information above the Notes box.
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In addition to accessing documents from appointments, visits, or user timelines, there's also a dedicated listing page for them. This can be acce
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Yes, the Trac application can be run as a service so a user is not required to remain logged on to the server for the Trac application
==User FAQs==
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| ScheduledBy || A100 || The user who booked this appointment || SysAdmin Dave Smith
| ApptModifiedBy (Optional) || A80 || The user who last modified this appointment || SysAdmin dsmith
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The end-user perspective of Q2. Students requesting and receiving help, with staff manag
:* {{#fas:qrcode}} allows the user to quickly access all of the QR codes relating to this Q2 config.
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::The name of the center, which is typically displayed to all user types in regards to visit tracking and scheduling.<br><br>
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...d through the sessions we are offering. There is a great variety including user presentations, presentations by the Redrock staff, question and answer sess
* [[TracCloudGuide|User Manual]]
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...can choose the question and the confirm button title, as well as allow the user to enter notes.<br><br>
...s > Add "Work Plans" & "Assigned Work Plans" > Save</i>. Staff must have a user level of [[TracCloudNewsUserLevel|profile admin]] or higher to access eithe
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...ients, but you can also just type in a normal email address for a specific user. Here's a list of email tags available:
If a user needs access to a referral type, you will need to give their permission gro
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...e added to [[TracCloudGuideBasicsResources|resource types]], requiring the user agree to the written terms before checking the item out.<br><br>
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...sit Entry</b> and <b>Allow consultant to login for work on KIOSK where the user logged in is themself</b> options to manage every method of recording work
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...cates the same for appointments. Consultant accounts can also see a {{#fas:user}} button, which will return them to their personal calendar.<br>
...with each other, and documents can be uploaded to the appointment for each user to download and review. This functionality must be enabled in your profile
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| Appointment.SchedUser || The user type and username of who booked this appointment, formatted as "SysAdmin ds
| Appointment.SchedModBy || The user type and username of who last modified this appointment, formatted as "SysA
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* <b>Allow User to Generate a Prospect</b>
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:Spaces are now trimmed from beginning and end of user name on log in.
:Changed how the appointment screen queries for sections and reasons if user came from the search availability form and had searched for a specific sect
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...nerate codes for students -> Admin/Modules tab -> Check the box for “Allow User to Generate Activation Code for Student” -> Click Save. This is also wher
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...d through the sessions we are offering. There is a great variety including user presentations, presentations by the Redrock staff, and question and answer
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...have a Schedule is the Consultant Group, or in other words, in order for a User to have their own Schedule, they must be a part of the Consultant Group.
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...racCloudGuideProfileGroups|Permission Group]] and [[TracCloudNewsUserLevel|User Level]]. The latter option sets baseline rules for the account. <b>Staff</b
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::* <b>Display as link on Main Menu:</b> For each day that a user logs in, a new survey is created and will display as a link in the "Surveys
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...to use the LDAP Tool to test and find the correct configuration to Bind a user to your LDAP or Active Directory server.<br />
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::Both of these user types can view their upcoming and past appointments on the main menu. This
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...area where emails can be customized, designed and formatted for different user groups. Use the tables located at the end of this section as reference to f
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...KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
<br> - Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
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...VEYPATH setting allows you to specify the path in the URL that directs the user to the correct SurveyTrac files. The default value for this field is /surve
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...orkshop</span></nowiki></code> would result in <code><i class="fa-solid fa-user-group"></i> <span style="color:green; font-weight:bold">Math Workshop</span
...oups > [The group you want to update] > Scheduling</i>, and check <b>Allow user to generate a dynamic search appointment QR Code based on an existing searc
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