Create Messages and Redrock Conference 2022: Difference between pages

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| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | <span style="color:#7C1911">'''Creating Messages'''
<big><b>Welcome to the 2022 Redrock Workshop</b></big>
</span><HR>


|-
View the workshop schedule and download PowerPoint presentations below.
<hr>
 
<div style="float: left; margin-top: 0em; margin-right: 1em; margin-bottom: 1em">
<br><br>
<b>PowerPoints:</b><br>
* [https://wiki.go-redrock.com/images/a/a2/WORKSHOP_4toTracCloud.pptx Migrating from Trac 4.0 to TracCloud]


|style="vertical-align:top; font-size:100%; " | 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.
* [https://wiki.go-redrock.com/images/e/e7/TracCloud_-_Personalizing_your_TracCloud_Instance.pptx Personalizing TracCloud]
==Creating a Note/Message==


Before we can begin to create notes/messages for students, we need to identify the different types of notes/messages that can be created. This is used to identify which users have access to different types of notes (for example, 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 users from seeing these notes).
* [https://wiki.go-redrock.com/images/5/59/Kiosk_and_log_listings_TracCloud_-_Final.pptx Visits]


To identify the different note types, click on the '''Trac Man''' icon, and choose '''Utilities and Prefs'''. In the '''System Prefs''' tab, click on the '''MessageTypes''' preference. Here you will enter the different types of notes/messages that can be created.
* [https://wiki.go-redrock.com/images/c/c6/Trac_CLOUD_Scheduling-Final.pptx Scheduling Options]


:[[image:Message_Types.jpg‎|none|450px]]
<br><br>
<b>Relevant Wiki Articles:</b><br>
* [[TracCloudMigration|Migrating to TracCloud]]


To create a note or message for a student, you’ll first need to access their Student Profile. On the History tab of the Student profile, there is a Messages tab. Here, you may click on Send Mesg to create the note or message for the student.
* [[TracCloudGuideGlobalAnnouncements|Announcements]] & [[TracCloudGuideGlobalWelcome|Welcome Messages]]
:[[image:Send_Message.jpg‎|none|450px]]
:[[image:Create_Message.jpg‎|none|450px]]


;From
* [[TracCloudGuideProfilePrefsLogListingCustom|Log Listing Customization]]
:This will display who is creating the note/message


;Subject
* [[TracCloudGuideProfilePrefsScheduleDisplay|Appointment Display]] & [[TracCloudGuideProfilePrefsTwig|Twig]]
:Enter the Subject for the Note/Message


;Message
* [[TracCloudGuideBasicsVisits|Visit Tracking]]
:Here you can enter the note/message for the student.


;Type
* [[TracCloudGuideBasicsSchedule|Scheduling]]
:Choose between creating a Note on the student’s profile, sending them a message, or both
;Note Type
:This is where you indicate what type of note/message this is.


</div>




If you need to create a note for a Group of Students, you can first search for the list of Students, then click on List Options and choose Send Note. This will allow you to create a Note for all of the Students at once.
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{| class="wikitable"
|+ Thursday, March 31st, 2022
|-
! Time !! Session !! Location
|-
| 8:30am – 9:00am || Transportation to Workshop Boardroom || Lobby
|-
| 9:00am - 9:50am || TracCloud – Migrating Trac 4.0 to TracCloud || Boardroom
|-
| 10:00am - 10:50am || TracCloud - Personalizing Your TracCloud || Boardroom
|-
| 11:00am - 11:50pm || TracCloud - Visits || Boardroom
|-
| 11:50pm – 1:50pm || Lunch ||
|-
| 2:00pm – 2:50pm || Campus Experience and Best Practices with your Trac System || Boardroom
|-
| 3:00pm - 3:50pm || TracCloud - Pencil Me In: Scheduling Options || Boardroom
|-
| 4:00pm - 4:50pm || Thursday Q&A SESSION || Boardroom
|-
| 4:50pm – 5:00pm || Transportation to Hotel || Lobby
|}
</div>


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{| class="wikitable"
|+ Friday, April 1st, 2022
|-
! Time !! Session !! Location
|-
| 9:00am - 9:50am || Transportation to Workshop Boardroom || Lobby
|-
| 9:00am - 9:50am || TracCloud - Emails &  TextAlerts || Boardroom
|-
| 10:00am - 10:50am || TracCloud - Global Settings || Boardroom
|-
| 11:00am - 11:50pm || TracCloud - Reports || Boardroom
|-
| 11:50pm – 1:50pm || Lunch ||
|-
| 2:00pm – 2:50pm || TracCloud - SAGE || Boardroom
|-
| 3:00pm - 3:50pm || TracCloud - SurveyTrac || Boardroom
|-
| 4:00pm - 4:50pm || Friday Q&A SESSION || Boardroom
|-
| 4:50pm – 5:00pm || Transportation to Hotel || Lobby
|-
| 6:00pm || Dinner with Redrock at The Old Spaghetti Factory ||
|}
</div>
<div style="float: left; margin-top: 0em; margin-right: 1em; margin-bottom: 1em">
<b>PowerPoints:</b><br>
* [https://wiki.go-redrock.com/images/e/ef/TracCloud_-_Emails_%26_TextAlerts.pptx Emails & Text Alerts]


==Viewing Notes/Messages==
* [https://wiki.go-redrock.com/images/b/b2/WORKSHOP_Global_Prefs.pptx Global Settings]


===Viewing as a Student===
* [https://wiki.go-redrock.com/images/3/3f/TracCloud_-_Let%27s_Review_the_Data_-_Final-.pptx Reports]


In order for a student to see a note/message, it needs to be given a type of either blank, Student Msg, or Message. Any other note/message type will be restricted from student view. Here are the ways that a student can view their messages:
* [https://wiki.go-redrock.com/images/9/94/WORKSHOP_SAGE.pptx SAGE]


;Through email
* [https://wiki.go-redrock.com/images/b/b6/TracCloud_-_SurveySays.pptx SurveyTrac]
:When a message is sent to a student, it is sent to them through an email. They can then read the message on their own time


;Main Menu
:If you allow students to log in to their accounts in order to book appointments or perform other tasks, then they would be able to view any notes/messages on their main menu.


:[[image:Messages_Main.jpg‎|none|450px]]
<b>Relevant Wiki Articles:</b><br>


;Login for Visit
* [[TracCloudGuideProfilePrefsEmails|Emails]]
:When a student logs in for a visit to a Center, the Confirmation page of the login will display any notes or messages for the student that have not been marked as read.


:[[image:Message_Login.jpg‎|none|450px]]
* [[TracCloudTA|TextAlerts]]


===Viewing as a Consultant/User===
* [[TracCloudGuideProfilePrefsTwig|Twig]]


Groups that Consultants and Users are assigned to have the access preference that determines which Message types their Group is allowed to see.
* [[TracCloudGuideGlobalSystem|Global Preferences]]


:[[image:Message_Access.jpg‎|none|450px]]
* [[TracCloudReports|Reports]]


Consultants and Users may then access a Student’s profile, and view Messages of the same Message type.
* [[TracCloudSAGE|SAGE]]


:[[image:Message_Students.jpg‎|none|450px]]
* [[TracCloudST|SurveyTrac]]


__NOTOC__
</div>

Revision as of 11:37, 30 March 2022

TracCloudLogo.png

Welcome to the 2022 Redrock Workshop

View the workshop schedule and download PowerPoint presentations below.


Thursday, March 31st, 2022
Time Session Location
8:30am – 9:00am Transportation to Workshop Boardroom Lobby
9:00am - 9:50am TracCloud – Migrating Trac 4.0 to TracCloud Boardroom
10:00am - 10:50am TracCloud - Personalizing Your TracCloud Boardroom
11:00am - 11:50pm TracCloud - Visits Boardroom
11:50pm – 1:50pm Lunch
2:00pm – 2:50pm Campus Experience and Best Practices with your Trac System Boardroom
3:00pm - 3:50pm TracCloud - Pencil Me In: Scheduling Options Boardroom
4:00pm - 4:50pm Thursday Q&A SESSION Boardroom
4:50pm – 5:00pm Transportation to Hotel Lobby
Friday, April 1st, 2022
Time Session Location
9:00am - 9:50am Transportation to Workshop Boardroom Lobby
9:00am - 9:50am TracCloud - Emails & TextAlerts Boardroom
10:00am - 10:50am TracCloud - Global Settings Boardroom
11:00am - 11:50pm TracCloud - Reports Boardroom
11:50pm – 1:50pm Lunch
2:00pm – 2:50pm TracCloud - SAGE Boardroom
3:00pm - 3:50pm TracCloud - SurveyTrac Boardroom
4:00pm - 4:50pm Friday Q&A SESSION Boardroom
4:50pm – 5:00pm Transportation to Hotel Lobby
6:00pm Dinner with Redrock at The Old Spaghetti Factory
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