TracCloudGuideProfilePrefsSchedule and TracCloudFAQNoAvails: Difference between pages

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<big><b>Scheduling Preferences</b></big><br><br>
==Availabilities not Appearing in Search Results==
Your scheduling preferences allow you to modify appointment booking rules, controlling exactly when a student can book appointments, how many appointments they can book, and much more. These preferences will apply to all centers within the profile.
<hr>
==Time Restrictions==
[[File:1611978.png|800px]]
<br><br>
* <b>Schedule no sooner than...And no later than</b>
::This preference controls how early or late a student can book an appointment.
 
 
* <b>No Cancellation within</b>
::Determines how late the student can cancel an appointment.
 
 
* <b>Minimum and Maximum Appointment Duration</b>
::This preference controls the minimum/maximum possible appointment time. If you exclusively offer 30 or 45-minute appointments, you can set these preferences to match that difference.
 
 
* <b>Default appointment duration</b>
::The default duration of an appointment. Typically used in an open-schedule environment, where consultants are available for many hours at a time, this will be the default duration when a student goes to book an appointment.
 
 
* <b>Appointment start in increments of</b>
::Increments of time that booked appointments can start at. For example, if this preference is set to 15 minutes, appointments could be booked at 9:15, 9:30, 9:45, and so on.
 
 
* <b>Appointment duration in increments of</b>
::Increments of time that an appointment can be booked for. For example, if this is set to 10 minutes, appointments can be booked for 20 minutes, 30 minutes, 40, and so on.
 
 
* <b>Restrict duration to intervals</b>
::The durations specified here will control the appointment durations shown during the appointment booking process.
::[[File:4u3j4h1232rf23.png|400px]]
 


[[File:6313465.png|800px]]
If you've created a new availability for one of your Consultants and it's not showing up as expected when performing a search for appointment times, there are a few possible causes. This article outlines these possibilities, ordered from most to least likely based on what we at Redrock have experienced working with campuses directly.<br><br>


* <b>Prevent booking consecutive appointments same student / consultant:</b>
[[File:5811408.png|700px]]<br><br>
::This prevents students from booking consecutive appointments with a tutor. <b>Prevent Student</b> applies this rule to students booking their own appointments, and <b>Prevent Staff</b> applies this rule to staff members booking on behalf of students. If the staff member's permission group has override permissions, they can override this rule (a warning informs them of this).


<hr><big><b>1. Center and Consultant Course Lists</b></big><br>
The most common cause when an availability isn't appearing in search results is misconfigured Course Lists. Both your Consultant and your Center need to be assigned to the subject you're searching for (unless your Center is set to ignore Consultant Specialties). Make sure you Process Specialties (Step 2) after applying any changes.


* <b>Allow entry into online appointment session</b>
<b>Consultant Course List</b>: <i>Other > Listings > Staff > [Your Staff] > Course List of Specialties</i><br>
::These preferences control how soon/late a student can join a remote tutoring session by restricting when the Join button is available. If you’d like the student to be able to join 5 minutes prior to the start time through to the end, you would need to set “No sooner than” to 00:05 and set “No later than” to a value such as “1:00” (assuming you’re holding 1-hour appointments).
<b>Center Course List:</b> <i>Other > Other Options > Profiles > [Your Profile] > Centers > Course List for this Center</i><br>


A complete list of Course Lists can also be found by simply going to: <i>Other > Listings > Course Lists</i><br>


* <b>QR Codes expire after</b>
[[File:2566764.png|800px]]<br>
::This applies to Batch Visit QR Codes and Ad-hoc Drop-in QR codes. If this is left blank, these codes can be used at any time (but will only create a visit for the time they were originally set for). By setting this to a specific time, you can restrict students from scanning these QR codes too late, preventing them from retroactively creating a visit.
[[TracCloudGuideBasicsCourses|More Course List Information]]
<hr>
==Special Fields==
[[File:9967198.png|800px]]
<br><br>
<br><br>
Each group of settings—Reasons, Locations, Sections, Fund—can be precisely adjusted to control where they show up and whether or not they’re required.<br>
<b>Enter in avail</b> determines whether or not the field shows up within the availability entry window.<br>
<b>Enter in appointment</b> determines whether or not the field shows up within the appointment entry window.<br>
<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>
<b>Required for Save</b> marks the field as required, so it must be filled out prior to booking the appointment. This applies more-so to Staff, as the above option already requires a student to have this field selected before they have the chance to book.<br>


* <b>Appointment Location Choices</b>
<hr><big><b>2. Process Specialties</b></big><br>
::Allows to you to customize the locations available to choose from on Availability and Appointment entry.
This is always recommended after applying changes to Course Lists, but it may also be the case that the specific section you searched for was imported after you created the Course List for your Center/Consultant, and a Course List refresh alone may resolve this issue. We can setup an automated process to Process Specialties daily if this occurs often, reach out to us using the 'Support' tab above for more information.<br>


[[File:9163668.png|800px]]<br><br>


* <b>Appointment Fund Choices</b>
<hr><big><b>3. Reason Assignments</b></big><br>
::Allows you to customize the funds available to choose from on Availability and Appointment entry.
Similar to ensuring that your courses are assigned to the correct Consultant and Center, the same applies for Reasons. This step only applies if you're using Reason as a search criteria.


<b>For Consultants</b>, go to <i>Other > Listings > Staff > [Your Staff] > Reason Specialties</i><br>
<b>For Centers</b>, go to <i>Other > Other Options > Profiles > [Your Profile] > Centers > [Your Center] > Active Reasons</i><br>


* <b>Quick Visit: Consultant Required</b>
[[File:4156153.png|800px]]<br>
::This makes the Consultant field in Visit records required (i.e., you can't save without selecting a consultant).
[[TracCloudGuideProfileReasons|More Reason Information]]
<hr>
==Other Schedule Options==
[[File:5482424.png|800px]]
<br><br>
<br><br>
* <b>Allow students to cancel appointments</b>
::Provides students the option to cancel appointments (as long as they’re outside the time range specified in the first menu.)
* <b>Display consultant alias on availability search</b>
::This will display the consultant’s alias (specified in their staff profile) rather than their full name when students/staff are searching for availabilities. An alias can also be automatically generated based on your [[TracCloudGuideGlobalSystem|System Preferences]] (e.g., First Name Last Initial).
* <b>Display consultant email/phone/photo on appointment entry</b>
::Displays the consultant’s specified information within appointment records.
* <b>Allow group online/in-person per time slot determined by first person that day and time</b>
::If this is enabled, the first student booking an Online-Optional Multi-Person Availability decides if the session will be online or in-person. If this is disabled, each student booking the same time slot can choose online/in-person independently.
* <b>Allow sessions to be marked as ‘live doc’ sessions</b>
::If the [[TracCloudWB|Whiteboard]] module is in use, this preference can be enabled to allow sessions to be marked as "Live doc." This allows consultants and students to join a virtual Whiteboard room with text-chat and a shared document.
* <b>Allow student to upload documents to the appointment</b>
::Controls whether or not students can upload documents to the appointment record.
* <b>Allow staff to upload documents to the appointment</b>
::Controls whether or not staff can upload documents to the appointment record.


* <b>Block students from booking recurring appointments</b>
<hr><big><b>4. Profile Time Restrictions</b></big><br>
::Prevents students from booking recurring appointments.
If your availability is 60-minutes long, but your profile only allows for a maximum of 50-minute appointments, this can unexpectedly filter out availabilities if you haven't updated your profile preferences to match this new limit. The relevant options to check here are <b>Schedule no sooner than</b> and <b>no later than</b>, ensure that you're searching within an allowed range. As well as <b>Minimum</b> and <b>Maximum Appointment Duration</b>, make sure your availability is within the limits defined by your profile.


<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions</i><br>


* <b>Cancel recurring appointments after 2 consecutive misses/cancellations</b>
[[File:3887765.png|800px]]<br>
::These options only apply to recurring appointments. In the event that a student misses/cancels 2 appointments in a row in their appointment series, the Trac System will automatically cancel the remaining sessions.
[[TracCloudGuideProfilePrefsSchedule|More Scheduling Prefs Information]]
 
<hr>
==Appointment Status and Management==
[[File:75kl5k75577557757557.png|800px]]
<br><br>
<br><br>
* <b>Appointment Status Choices</b>
::These are the statuses that appointments can be set to. Typically, this would be set to something similar to the above example, with an Attended, Missed, and Canceled status, however, you can modify the choices if needed. Statuses containing the phrase “Cancel” will always cancel the appointment, making it available for other users to book (provided they’re still within the “schedule no later than” time limit.)
* <b>Status for attended</b>
::This is the status that TracCloud views as “Attended.” When students log in and log out during their appointment time, this is the status that the appointment will be automatically set to. If a staff member manually marks an appointment as this Attended status, a visit record will be automatically created.


<hr><big><b>5. Reason/Subject Required for Search</b></big><br>
In the event that you aren't searching for both Reason and Subject, and the previous steps haven't resolved your issue, it's worth double-checking to make sure your Profile hasn't been mistakenly set to require a Subject/Reason to show availabilities. Make sure the highlighted settings match the search you're performing on the dashboard.


* <b>Status for missed</b>
<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Special Fields</i><br>
::This is the status that TracCloud views as “Missed.” Just like the above preference, this is the status that appointments without matching visits will be automatically set to.


[[File:4060060.png|800px]]<br>
[[TracCloudGuideProfilePrefsSchedule|More Scheduling Prefs Information]]


* <b>Calc Missed Appointments Since</b>
<hr><big><b>6. Skills and Accommodations</b></big><br>
::A student’s total number of missed appointments can be utilized in emails via the Twig tag “CalcMissedAppointments(Student.Sequence, Center.ProfileID)”. This date determines how far back TracCloud searches for missed appointments. If this preference is blank, the global System Preferences date is used instead. More information on Twig can be found in our dedicated Twig document.
If your campus utilizes the Skills/Accommodations feature, with 'Excluded when not chosen' enabled, make sure your consultant/availability is assigned to that Skill/Accommodation.<br>
Consultants: <i>Other > Listings > Staff > [Staff Account] > Special Needs/Skills/Accommodations</i><br>
Availabilities: <i>Schedule > [Availability] > Special Needs > Special Needs/Skills/Accommodations</i><br>
[[File:5480047.png|800px]]
<hr>
<hr>
==Max Appointment Rules and Blocks==
[[File:755745578hf65l5675.png|800px]]
<br><br>
These preferences allow you to restrict students from booking excessive appointments, or prevent booking/logins altogether. “Max Appointment Rules” allow you to create restrictions that will dynamically block students from booking appointments if their appointment threshold his met, while “Block Students to this Profile” allows you to outright remove access to TracCloud features based whether or not the student is on a specified List.
==Max Appointment Rules==
[[File:9940690.png|600px]]
<br><br>
* <b>Allow a maximum of X [hours/appointments] with:</b>
::Choose how many appointments/total hours a student can book within the restrictions assigned below.
* <b>Same: [Consultant / Reason / Center / Subject / Location]</b>
::This allows you to narrow down the restriction to specific fields. Maybe you don’t want a student booking excessively with a specific consultant, or booking too many appointments for a specific reason, this is where you would apply these rules.
* <b>add a search clause…</b>
::Search clauses allow you to be much more specific beyond the “Same:” settings. Here you can add a specific Reason, rather than reasons as a whole. You can only apply this rule to a specific center by adding a center clause. You can even select Student fields here, such as Status, Grad, and Major, that way you can apply this rule to only a specific set of students.
* <b>in X [Days / Weeks / Months / Terms / Years]</b>
::The time period for this rule. This lets you choose when this rule is put into effect, maybe you want to restrict students from booking more than 3 appointments per week, or 10 appointments per month. This preference is where you’ll make that decision.
::If “1 week” is used, this will be on a Sunday to Saturday schedule, if “1 month” is used, this will be the first to last day of the month. If you would prefer any 7 or 30-day window, you will need to use something like “7 Days” rather than “1 Week”.
* <b>Appointment dates in the time period</b>
::The date range that this rule is effective for. Maybe the start of the semester, or a yearly period.
* <b>This rule applies to</b>
::<b>This Student</b> applies to only the student booking the appointment. John Doe (a student) can’t book more than 3 appointments with the same consultant per week.
::<b>All Students</b> applies to every student. Jane Smith (a tutor) can’t be booked more than 3 appointments per day (by students).
*<b>For student</b>
::Allows you to only apply this rule to a certain list of students (or students not on a specific list).
* <b>And also applies to</b>
::Which appointment types should this apply do? If left blank, this rule is applied to all courses. However, you can also only apply this rule to one-on-one or in-person appointments if needed.
==Block Students to this Profile==
* <b>Prevent Scheduling</b> is where you will select a list of students that you want to prevent from booking appointments.
* <b>Message to Display to a Blocked Student</b> is the message displayed when a student on that list tries to book an appointment.
:[[File:Oinwouigng2482y5.png|400px]]
* <b>Prevent Login</b> prevents the student from being logged in on the Log Listing or a Kiosk.
* <b>Message to Display to a Blocked Student</b> is the message displayed when the student tries to login on a Kiosk or a staff member tries to log them in on the Log Listing.
:[[File:35j35j43k46k4k4635g.png|400px]]


<b>Still having trouble getting the results you expect? Reach out to us using the 'Support' tab at the very top of this page, we'd be happy to help.</b>


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Revision as of 17:37, 20 September 2022

Template:TracCloudNewsTOC

Availabilities not Appearing in Search Results

If you've created a new availability for one of your Consultants and it's not showing up as expected when performing a search for appointment times, there are a few possible causes. This article outlines these possibilities, ordered from most to least likely based on what we at Redrock have experienced working with campuses directly.

5811408.png

1. Center and Consultant Course Lists

The most common cause when an availability isn't appearing in search results is misconfigured Course Lists. Both your Consultant and your Center need to be assigned to the subject you're searching for (unless your Center is set to ignore Consultant Specialties). Make sure you Process Specialties (Step 2) after applying any changes.

Consultant Course List: Other > Listings > Staff > [Your Staff] > Course List of Specialties
Center Course List: Other > Other Options > Profiles > [Your Profile] > Centers > Course List for this Center

A complete list of Course Lists can also be found by simply going to: Other > Listings > Course Lists

2566764.png
More Course List Information

2. Process Specialties

This is always recommended after applying changes to Course Lists, but it may also be the case that the specific section you searched for was imported after you created the Course List for your Center/Consultant, and a Course List refresh alone may resolve this issue. We can setup an automated process to Process Specialties daily if this occurs often, reach out to us using the 'Support' tab above for more information.

9163668.png

3. Reason Assignments

Similar to ensuring that your courses are assigned to the correct Consultant and Center, the same applies for Reasons. This step only applies if you're using Reason as a search criteria.

For Consultants, go to Other > Listings > Staff > [Your Staff] > Reason Specialties
For Centers, go to Other > Other Options > Profiles > [Your Profile] > Centers > [Your Center] > Active Reasons

4156153.png
More Reason Information

4. Profile Time Restrictions

If your availability is 60-minutes long, but your profile only allows for a maximum of 50-minute appointments, this can unexpectedly filter out availabilities if you haven't updated your profile preferences to match this new limit. The relevant options to check here are Schedule no sooner than and no later than, ensure that you're searching within an allowed range. As well as Minimum and Maximum Appointment Duration, make sure your availability is within the limits defined by your profile.

Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions

3887765.png
More Scheduling Prefs Information

5. Reason/Subject Required for Search

In the event that you aren't searching for both Reason and Subject, and the previous steps haven't resolved your issue, it's worth double-checking to make sure your Profile hasn't been mistakenly set to require a Subject/Reason to show availabilities. Make sure the highlighted settings match the search you're performing on the dashboard.

Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Special Fields

4060060.png
More Scheduling Prefs Information

6. Skills and Accommodations

If your campus utilizes the Skills/Accommodations feature, with 'Excluded when not chosen' enabled, make sure your consultant/availability is assigned to that Skill/Accommodation.
Consultants: Other > Listings > Staff > [Staff Account] > Special Needs/Skills/Accommodations
Availabilities: Schedule > [Availability] > Special Needs > Special Needs/Skills/Accommodations
5480047.png

Still having trouble getting the results you expect? Reach out to us using the 'Support' tab at the very top of this page, we'd be happy to help.

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