Reports Guide

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User Manual Contents

RgtArr.gif Introduction
DwnArr.gifSetting up your Trac system
B.gif RgtArr.gif Utilities and Prefs
B.gif RgtArr.gif Center Profile Entry
B.gif RgtArr.gif Center Profile Prefs
B.gif My Prefs Entry
RgtArr.gif Group Settings
RgtArr.gifSections
RgtArr.gifReasons
RgtArr.gifConsultants
RgtArr.gifStudent Records
RgtArr.gifAvailabilities
RgtArr.gifAppointment Scheduling
RgtArr.gifVisits
RgtArr.gifResources
RgtArr.gifList Management
RgtArr.gifKiosk
RgtArr.gifCustomize My Trac

Setting up your Trac system

When you log in for the first time, your Main Menu will not contain much information or direction. In the upper-left corner of the screen, you have the Trac Navigation menu and search options. In the Main Menu window, you will have a large blank area (you can add messages and instructions here later). Now that we are logged in, let's go through some of the essential settings. Because the Trac system has levels of settings and privileges, we will find these settings in a few different areas on the program.
Utilities and Prefs
The first area of settings is found in the Utilities and Prefs. The Utilities and Prefs contains the System Prefs, Advanced Prefs, LDAP Tool, Email Tool, and Automated Events. These are system-wide settings that are applied to the Trac system regardless of Center Profile, Subcenter, or Group. Because these settings have global implications, they are accessible only to the Sys Admin Group. A user in the Sys Admin Group can access the Utilities and Prefs... from the Trac Navigation Menu. Click on the TracMan Icon on the left side of the Trac Navigation Menu and select Utilities and Prefs...
Center Profile Entry
The second area of settings is the Center Profile(s) and are only accessible to users in groups with Center Admin level privileges. The Center Profile contains preferences specific to the Center Profile and its related Groups, Users, and Consultants. Because these settings have Profile-wide implications, the Center Profile Entry is only accessible to Center Admin and Sys Admin Groups.
Center Profile Prefs
The third area of settings is found in the Center Profile. The Center Profile(s) are only accessible to users in groups with Center Admin level privileges. The Center Profile contains preferences specific to the Center Profile and its related Groups, Users, and Consultants. Because these settings have Profile-wide implications, the Center Profile Entry is only accessible to Center Admin and Sys Admin Groups. Move your cursor to the Trac Navigation Menu and mouse over the search glass in the search bar. Select Centers to access a listing of all Center Profiles. Click on a Center Profile to access the Center Profile Entry screens.
My Prefs Entry
The fourth area of settings involves the personal preferences that users can choose to customize the Trac system for themselves. The My Prefs menu is also found from the Trac Navigation Menu. Click on the TracMan Icon and select My Prefs. The My Prefs options include adding some Widgets to the Main Menu, such as a Mini Log Listing, Reports, custom window colors, Weekly Tip, and a custom RSS news feed. The user's ability to enable some of these preferences is dependent upon the access provided them through their assigned Group.