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==Searching for Visits==
==TextAlerts==


Visits are some of the most important records in your Trac System, as they record the history of all of your students’ past attendance. This means that knowing how to search for visits is also important for reviewing notes, reporting, or simply following up with a student. Visit records can be found in Attendance > Attendance Listing.
Did you know that TracCloud has a TextAlerts module? This allows the Trac System to send text messages to students and staff regarding upcoming, missed, or cancelled appointments. These SMS texts can be customized just like your appointment based emails and are sent at the same automated time. Offering an alternate form of notification to your students can ensure that they’re aware of their upcoming appointments.


<b>NavSearch</b> is the search bar that always appears at the top of listings, and it’s the most commonly used for quick searches. You can search directly for a student name or center, or you can right-click this menu to view more selectable options. Additional formatting can be used to further narrow down results, like the date range shown below.
[[File:8085277.png|400px]]<br><br>


[[File:425621.png|500px]]<br><br>
In order for students to receive texts, they must opt into TextAlerts. This can be done through the Confirm Bio prompt on their dashboard (screenshot below, details on setting this up can be found here), or a staff member can opt them in for texts (assuming their permission group allows it). Staff can be opted into Text Alerts from the Contact & Other Data tab in their profile.


Multiple searches can also be used at the same time. Just make sure to quote protect your searches like in the screenshot below.
[[File:3883137.png|800px]]<br><br>


[[File:252135.jpg|500px]]<br><br>
Alongside the automated texts, you can also manually send texts to students from the Student Entry view or even on the log listing to quickly notify them of something regarding their visit, appointment, etc. Texts can also be sent to staff from their staff profile.


Within the hamburger menu in the top-left, you’ll also find the standard Search tool. This provides a simple interface to search for visits by name, ID, center, etc.
[[File:125987.png|800px]]<br><br>


[[File:120524.png|600px]]<br><br>
For more information on TextAlerts, [[TracCloudTA|check out our dedicated wiki article here.]] For pricing information, reach out to Laura Reed at sales@go-redrock.com.
 
Also within the hamburger menu, you can find Power Search. This can be used to string together multiple more complex searches. You can also save these searches for later use or to share with other staff. Additional symbols can also be used, such as % (wildcard) or | (“or” operator). This means you could perform a search like: Reason: %Homework|Prep Test Help, which would return all visits with a reason of “Prep Test Help” or reasons that end with the word “Homework.”
 
[[File:952055.png|600px]]
 
Want more information on searching for visits? [[TracCloudGuideListingsVisits|Check out our wiki article here]].


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Revision as of 16:59, 24 April 2023

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TextAlerts

Did you know that TracCloud has a TextAlerts module? This allows the Trac System to send text messages to students and staff regarding upcoming, missed, or cancelled appointments. These SMS texts can be customized just like your appointment based emails and are sent at the same automated time. Offering an alternate form of notification to your students can ensure that they’re aware of their upcoming appointments.

8085277.png

In order for students to receive texts, they must opt into TextAlerts. This can be done through the Confirm Bio prompt on their dashboard (screenshot below, details on setting this up can be found here), or a staff member can opt them in for texts (assuming their permission group allows it). Staff can be opted into Text Alerts from the Contact & Other Data tab in their profile.

3883137.png

Alongside the automated texts, you can also manually send texts to students from the Student Entry view or even on the log listing to quickly notify them of something regarding their visit, appointment, etc. Texts can also be sent to staff from their staff profile.

File:125987.png

For more information on TextAlerts, check out our dedicated wiki article here. For pricing information, reach out to Laura Reed at sales@go-redrock.com.

More Questions?
We hope that you found this article helpful, and as always if you have any questions about this or any other features, please feel free to let us know by emailing Helpdesk@go-redrock.com or by submitting a ticket.
Thank you for your continued support!