User Manual

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User Manual Contents

RgtArr.gif Introduction
RgtArr.gifSetting up your Trac system
RgtArr.gifGroup Settings
RgtArr.gifSections
RgtArr.gifReasons
RgtArr.gifConsultants
RgtArr.gifStudent Records
RgtArr.gifAvailabilities
RgtArr.gifAppointment Scheduling
RgtArr.gifVisits
RgtArr.gifResources
DwnArr.gifList Management
B.gif List Management - Preferences
B.gif Creating a Static Student List
B.gif Modifying a Static Student List
B.gif Creating a Dynamic Student List
B.gif Watchlist Indicators
B.gif Constraining Logins based on Lists
B.gif Running Reports based on Lists
RgtArr.gifKiosk
RgtArr.gifCustomize My Trac

List Management
User groups are customized through the Groups Entry window. The various facets of access are organized by tabs, which are listed below.
List Management - Preferences
The Center Access tab allows you to choose what kind of access you'd like the chosen group to have in which centers. Access is split into Log Visits To, View Schedules, View Visits, Report On, Messages, Post Doc Types, Access to Lists, Access to Surveys, Access to Referrals, and Access to Custom Tabs.
Creating a Static Student List
The User List tab shows you the list of users associated with the group. You can edit existing users or create new users associated with this group.
Modifying a Static Student List
The KIOSK List tab shows all KIOSKs associated with the chosen group. You can edit existing KIOSKSs or create new KOISKs associated with this group.
Creating a Dynamic Student List
The Center Access tab allows you to choose what kind of access you'd like the chosen group to have in which centers. Access is split into Log Visits To, View Schedules, View Visits, Report On, Messages, Post Doc Types, Access to Lists, Access to Surveys, Access to Referrals, and Access to Custom Tabs.
Watchlist Indicators
The User List tab shows you the list of users associated with the group. You can edit existing users or create new users associated with this group.
Constraining Logins based on Lists
The KIOSK List tab shows all KIOSKs associated with the chosen group. You can edit existing KIOSKSs or create new KOISKs associated with this group.
Running Reports based on Lists
The KIOSK List tab shows all KIOSKs associated with the chosen group. You can edit existing KIOSKSs or create new KOISKs associated with this group.