Redrock Wiki - User contributions [en]

TracCloud: Custom Fields

2026-05-11T15:03:18Z

Redrock:

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<div class="pageTitle">Custom Fields</div>

Custom fields can be configured throughout TracCloud to store additional data that your campus may require. These custom fields can be displayed in [[TracCloudGuideListingsStudents|student profiles]], [[TracCloudGuideBasicsSchedule|appointments]], [[TracCloudGuideListingsVisits|visits]], [[TracCloudGuideListingsFaculty|faculty]], [[TracCloudGuideListingsRegistrations|registrations]], and more. 

These fields can be viewed just like other standard fields, and can even be used in reports. This data can also be imported from your Student Information System just like the rest of the standard fields, more information on that can be found in our [[TracCloudTechImport|import]] article. 

Custom Fields can be managed in Other > Other Options > Custom Fields.

[[File:5672897.png|800px]]
 

==Creating a new Custom Field==

To begin creating your new custom field, go to Other > Other Options > Custom Fields and select the Add new field button. This will open the custom field entry screen where you can begin to customize your new field. 

[[File:9612525.png|800px]]
 

* Profile
::Determines which profile this custom field is active for, including “All Profiles” if preferred. 

* Location
::This determines where the field displays. There are several locations available:

::Student – Campus / Other Info / Custom1-5 displays within one of these tabs on student profiles. The name of the “Custom” tabs can be changed in your [[TracCloudGuideGlobalStudentFields|Student Entry Choices]] preferences. 
::[[File:2934944.png|500px]] 

::Visit – Student / Consultant displays in the visit record. Typically used with “Asked on log in/out” enabled, that way the student or staff member can input this information from the Log Listing/Kiosk view.

::Visit - Custom 1/2 displays in separate tabs in the visit record.

::Visit - Q2 Raise Hand displays on the Raise Hand prompt for [[TracCloudQ2|Q2]], applying to Q2Remote and when raising a hand from the Log Listing.

::Appointment – Student / Consultant will appear during the [[TracCloudGuideBasicsSchedule|appointment booking]] process, with separate tabs containing different questions for students or consultants. This location is also unique in that it's the only custom field location that can be center-specific. After selecting this location and a specific profile, additional options will become available to only show this field for a certain center or exclude it from a certain center.

::Appointment Invite will appear inside the [[TracCloud:_Appointment_Invites|appointment invite]] form.

::Availability appears in [[TracCloudGuideBasicsSchedule|availability blocks]] under the 'Notes' tab.

::Center appears in [[TracCloud:_Centers|center records]] under the 'General' tab.

::Consultant appears in [[TracCloudGuideProfileStaff|consultant profiles]] under the “Contact & Other Data” tab.

::Faculty appears within [[TracCloudGuideListingsFaculty|faculty]] profiles.

::Outstanding Requests appears in the [[TracCloud:_Report_Unable_to_Find_Appointment|outstanding appointment requests]] submission form to students and in the request itself.

::Registration appears in [[TracCloudGuideListingsRegistrations|registration]] records. Frequently used for additional enrollment data or midterm grades.

::Reason appears within each of your [[TracCloudGuideProfileReasons|Reasons]]. Possibly a description of the purpose of the reason, or any additional information that staff may need to reference when making changes later.

::Resource appears in each of your [[TracCloudGuideBasicsResources|Resources]]. Typically used for resource location.

::Section appears in each [[TracCloudGuideListingsSections|section]] record.

::Certification appears in [[TracCloudGuideProfileStaff#Certifications|consultant certifications]].

::Document appears in the [[TracCloudGuideGlobalDocs|document entry screen and during document upload]]. 

* Inactive
::Marks the field as inactive. This is recommended if you aren’t planning on utilizing a field anymore, but don’t want to remove the data associated with it. This way the data is still available if you want to re-enable it again in the future, but it won’t be visible throughout general TracCloud use. 

* Field Name
::This is the internal name of this field, shown in the custom fields menu and in report field lists. This needs to be a shorter, unique name without spaces, something like “Student_Notes” instead of “Do you have any notes on your visit today?”. 

* Prompt Text
::This is the text that’s shown to your users when viewed. Continuing from the example above, this one should be “Do you have any notes on your visit today?”. This is visible in the record itself. 

* Field Entry Type
::The type of field. Text boxes, multiple choice questions, etc. A list of options with example screenshots can be found further into this article. 

* Show on KIOSK Login/Logout
::These determine if the field is displayed during the login/logout process on the log listing/kiosk. This even applies to non-visit fields. The student could be asked a question relating to one of their student or registration fields, for example. 

* Required
::Sets the field to required, so an answer must be provided before continuing/saving. 

* Archive
::If checked, the contents of this field will be included in the student term data archive so you can report on what the value of the field was during a prior semester rather than only its current value. 

* Show on Timeline
::Displays this field on the student timeline alongside Visit Notes. 

* Hide from Consultants
::Hides this Custom Field from consultant view (e.g., for Student Visit Remarks). 

* Hide on SI Batch Visit Entry
::Hides this field on [[TracCloudGuideBasicsVisits|batch visit entry]]. 

* Field, Menu, or Radio Choices and # Lines
::Depending on which Field Entry Type is used, this option will change. “Field, Menu, or Radio Choices” allows you to list out your various options for multiple-choice questions. “# Lines” determines the size of text boxes for essay fields. 

* Relative Width
::This determines the size of the field. 100% will span the entire Info box, while 8% will only have enough space for a single letter to be visible. The example screenshot below displays our custom field at 100%, 33%, and 17%.
::[[File:9571770.png|700px]] 

* Start on a New Line
::Custom Fields are formatted automatically. For example, if you have a 50% width field followed by another 50% width field, they will appear on the same line at the same height in the page. If this box is checked, it forces this custom field to start on a new line regardless of the width of the previous field. 

* Maximum # of choices allowed ("Multiple Checkboxes" fields only)
::This field allows you to set the maximum number of selections a user can make from the set of choices. If left blank, the user can check up to every box. 

* Longer prompt (Optional) ("Image Pop Field" fields only)
::Any text entered in this field will display between the prompt text and the answer field. 

* Menu Width ("Image Pop Field" fields only)
::The horizontal size of the icon menu. If left blank, the default is 210. 

* Item Width ("Image Pop Field" fields only)
::The distance between icons. Setting this below 35 is not recommended. If left blank, the default is 50. 

* Delete
::Deletes the custom field. We would recommend deactivating the field instead, but if there’s no data tied to it yet or the data needs to be deleted, then this option is available. 

<hr>

<div class='collapsible'>Field Entry Type Examples</div><div class="mw-collapsible mw-collapsed">
 

::Single line entry field allows us to either type in a custom response or select an option from the drop-down menu.
::[[File:2347267.png|450px]] 

::Text Entry Area provides a text box that we can write anything we’d like in. If this option is selected, we can specify how many lines tall this box is by default.
::[[File:6641678.png|400px]] 

::Checkbox simply provides a checkbox next to your field name.
::[[File:9716451.png|250px]] 

::Multiple Checkboxes provides multiple choices, allowing more than one to be selected at once.
::[[File:5621189.png|325]] 

::Radio Option provides multiple choices, but only allows a single option to be selected.
::[[File:2535104.png|425px]] 

::Push Button Radio functions similarly to "Radio Option," but provides the choices as buttons rather than checkboxes.
::[[File:7154066.png|425px]] 

::Multi Push Button Radio functions similarly to "Multiple Checkboxes," but provides the choices as buttons rather than checkboxes.
::[[File:7756828.png|425px]] 

::Radio Icon Options provides icons that can be selected instead of a checkbox. This requires a specific format in your custom field choices. Sub Delimiter Char should almost always be set to "|" (pipe/vertical bar). The choices must be formatted as:
::<choice value, typically counting up from 1>|<the [https://fontawesome.com/search Font Awesome] icon you want to use>|<title/name of choice>.
::[[File:1749731.png|325px]] [[File:9548710.png|500px]]
 

::Toggle Option displays as a toggleable choice. By default, Yes/No will be used, but custom options can also be specified in the “Field, Menu or Radio Choices” box.
::[[File:7934219.png|425px]] 

::Menu Field provides a drop-down list of options when selected.
::[[File:4388069.png|425px]] 

::Image Menu Field provides a vertically formatted drop-down list of icons rather than text options. This requires a specific format in your custom field choices. Sub Delimiter Char should almost always be set to "|" (pipe/vertical bar). The choices must be formatted as:
::<choice value, typically counting up from 1>|<the unicode value of the [https://fontawesome.com/search Font Awesome] icon you want to use>|<title/name of choice>.
::[[File:3225406.png|325px]] [[File:4203911.png|500px]] 

::Image Pop Field provides a horizontally formatted list of icons rather than text options. If many options are available, icons will wrap to the next line. This requires a specific format in your custom field choices. Sub Delimiter Char should almost always be set to "|" (pipe/vertical bar). The choices must be formatted as:
::<choice value, typically counting up from 1>|<the text value of the field>|<the [https://fontawesome.com/search Font Awesome] icon you want to use>|<title/name of choice, which appears on hover>.
::[[File:7114240.png|325px]] [[File:3378912.png|500px]] 

::Signature provides a box that users can scrawl their signature in.
::[[File:5057544.png|425px]] 

::Document allows users to upload a document to the field. If this entry type is chosen, you can optionally list allowed file types in the Field, Menu or Radio Choices box (e.g., ".txt,.docx"). This custom field type is not compatible with the Appointment, Document, or Visit - Q2 Raise Hand locations.
::[[File:8127138.png|350px]] 

::Label (non-entry) allows you to add text without being tied to an entry field.
::[[File:7063541.png|400px]] 

::Info (non-entry) is a non-entry field like label, but text is in a slightly larger font and text wrapping is supported.
::[[File:4725114.png|400px]] 

::Header (non-entry) is similar to Info, but displays in a larger underlined font. If multiple headers are present in student accounts, hyperlinks will be available along the top of the tab to jump to that section of the page.
::[[File:9140377.png|500px]] 

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<hr>

<div class='collapsible'>Custom Field Groups</div><div class="mw-collapsible mw-collapsed">
 

A custom field "Group" allows you to group other custom fields together in a colored box in any of the normal custom field locations. Creating a custom field group starts like any other custom field in TracCloud (detailed above), except the "Field Entry Type" is set to "Field Group."

[[File:1334278.png|700px]] 

* Group Color
::Choose the background color for the fields placed into this group. 

* Repeating group values
::Enabling this option will allow for multiple values to be recorded for each field in the group, with the entire group having pages to create, delete, or review. When reporting on fields in this group, the most recent value will be shown. Fields in a group with this option enabled cannot be imported and must be filled out manually. 

* Group Border
::Adds an outline to the group box. 

After creating the group, return to the custom field listing and select the location containing your group and the other custom fields (Student - Custom1 in the screenshot below).

[[File:9025349.png|700px]] 

There are two ways to add custom fields to a group. First is by simply clicking and dragging the custom field into the group. Drag the {{#fas:bars}} icon of the custom field over the group in the list.

[[File:4485513.png|600px]] 

Alternatively, you can change the location of the custom field to the group, as the group becomes a location in the drop-down menu.

[[File:4558735.png|600px]] 

After moving the custom fields into the group, you can click the {{#far:square-plus}} button of the group to view them. Additionally, you can drag custom fields to the {{#fas:arrow-up}} to move them back out of the group (or change the location field within the field settings).

[[File:9335654.png|600px]] 

Here is what the example above looks like in a student account.

[[File:9034472.png|600px]]

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<hr>

<div class='collapsible'>Custom Field Listing Options</div><div class="mw-collapsible mw-collapsed">
 

The custom fields listing also offers a few utilities for managing your fields. You can search for specific fields, filter the list by assigned profile or location, or even change custom field options directly from the list with the icons shown. When a specific location is chosen, you will also be able to click and drag custom fields using the {{#fas:bars}} icon to reorder them in the list. This reorders them in the location they appear in.

[[File:5672897.png|700px]] 

* {{#fas:ban}} Inactive

* {{#fas:right-to-bracket}} Show on KIOSK Login

* {{#fas:right-from-bracket}} Show on KIOSK Logout

* {{#fas:exclamation}} Required

* {{#far:comment-dots}} Show on Timeline

* {{#fas:user-large-slash}} Hide from Consultants

* {{#fas:border-none}} Hide on SI Batch Visit Entry 

The listing hamburger {{#fas:bars}} menu also has a couple options relevant to custom fields.

{{#lst:Template:TracCloudListingDescriptions|List_All}}

{{#lst:Template:TracCloudListingDescriptions|Power_Search}}

{{#lst:Template:TracCloudListingDescriptions|Selected}}

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[[Category:TracCloud Manual]]
<hr>
See Also

* [[TracCloudGuideGlobalStudentFields|Student Entry Choices]]

* [[TracCloud:_Confirm_Bio|Confirm Bio]]

* [[TracCloudST|SurveyTrac]]

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TracCloudChangelog

2026-05-10T09:00:03Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.3.36] Current Release
Added
 - Added twig tag support for individual survey questions
 - Added report search filters (#, &&, |, blankornull, etc.) to the Referral Reason and Referral Recommendation search fields in the SAGE Referrals by ?? report and the Referrals by Student and Appointments/Visits report (#3075)
 - Added an option in the Survey Responses report to select specific questions to include in the report (#3128)
 - Added a SurveyTrac option to email a survey to a consultant after a work visit only (#3125)
 - Added group preferences to restrict user from creating Phone, Asynch and Online availability
 - Added Filter Location on Scheduler to support multiple locations or Name separated by commas
 - Added new group privilege to restrict a user from viewing custom kiosks with linked consultants unless user is the consultant (#3131)
 - Added option to referral types to customize name of Submit Referral button
 - Added an option for Roster Referrals to display additional instructions at the top of the roster referral modal
 - Added new group preference to restrict user from seeing Asynchronous messages tab on appointments (and their student as well)
 - Added a new profile preference for overriding work visit log enter work notes
 - Added a new SAGE referral type pref to hide the "Affect All Selected and Shown" button on roster referral modal
 - Added a Reasons and Recommendations title override per Referral type
 - Added twig support for SAGE automated emails, Email From field (#3133)
 - Added a new Initiated Via option for SurveyTrac, Show at exit for first # of visits during survey period (#3055)

Changed
 - Added override rules for Appointment invites to give extra days for certain students

Fixed
 - Fixed a SurveyTrac issue of staff or faculty not being able to access a static QR code survey (#3113)
 - Fixed a SurveyTrac issue where conditional questions based on a radio or multi-check choice with an optional/additional entry field wouldn't show (#3126)
 - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time
 - Fixes an issue where sending a survey to the current listing of students/faculty/staff, after sorting the listing by a column header, fails (#3132)

<hr> [1.3.35] 2026-04-29
Added
 - Added sort by centers to the Log Listing sort options (#3089)
 - Added Skills/Accommodations to the User Detail report as an additional field to show (#3097)
 - Added a new Resource Checkouts per Visit report in Management category
 - Added Center custom fields to the Visits by ?? report as additional fields to show
 - Added an option to the Survey Snapshot report to filter responses in-report and open the listing of recipients based on the filtered responses (#3070)
 - Added Appointment Invites as new feature for general use and especially testing / proctoring centers
 - Added a new group privilege to restrict a user from access certain custom fields (read only vs read/write vs no access)
 - Added the option to clear out the assigned consultant when processing SAGE referrals (#3120)
 - Added completed actions on the modal when a SAGE referral is resolved (#3120)
 - Added the option for prospective student requests to allow only phone, only email, or either; also, option to customize the messages for Prospect Log In and for Create Prospect (#3102)
 - Added Resource Sub-Type, and the option to track resource quantity/availability by sub-type
 - Added Outstanding Requests custom fields as additional fields to show for the Outstanding Appointment Requests report (#3123)
 - Added Steps Reports for Success Plans and Work Plans, for showing past due steps or next steps.
 - Added new Block Students field to Staff records and utilized in the search availabilities
 - Added Section Enrollment to the Workshops batch enroll, for enrolling students registered for the workshop's section

Changed
 - Referrals listing and Timeline now honor the View Own Referrals preference (#3090)
 - Added a new Referral state for the referrals types allowed in Group Prefs: View and Edit, No Listing

Fixed
 - Fixed an issues where KIOSK did not adjust the choices for subjects, consultants or reasons based on linked values
 - Prevent duplicate prospective student requests if the same email/phone number is used (#3107)
 - Fixed an issue where cookie size was limiting the number of students being concurrently helped in Q2 (#3122)
 - Fixed an issue with the Custom Kiosk Static QR Code, confirmation code submit button (#3124)
 - Fixed an issue with the schedule, where clicking on the appointment play button to start the visit might create a duplicate visit if the student already started the visit (#3111)
 - Fixed an issue with the search availabilities using the choices form special needs widget (#3127)

<hr> [1.3.34] 2026-03-01
Added
 - If a Workshop is connected to a staff, show it as a reserved block on the schedule (Also blocks any overlapping availabilities for that staff from availability searches) (#3047)
 - Added an option on the Students Workshops Attendance report to highlight attendance for better visibility (#3050)
 - Added an option for Max Appointment rules to max out the number of seats (for testing centers) (#3054)
 - Added a preference for Touchless QR Codes to require User Name / Password validation
 - Added an option to add Max Hours to the Staff Confirm Bio (#3052)
 - Added an option to SAGE reports to select multiple referral types (#3072) rather than just one. To select multiple options, hold down Ctrl and click on each desired option (or use Ctrl-up/Ctrl-down arrow keys to navigate, and press Space to select/deselect).
 - For creating SI Batch Visits, added Select All and Select None options to the list of students without previous visits (#3073)
 - Added an option to show step prompt notes in the Success Plans report (#3065)
 - Added an option for Workshops to generate a QR code for students to scan, to mark attendance (#3068)
 - Added an option for Workshops, after the workshop is over, to mark all non-attendees as Missed

Changed
 - Use profile preference for allowing asynchronous messages to be composed after an asynchronous session has been concluded in displaying the conclusion message (#3044)

Fixed
 - Minor accessibility fixes
 - Fixed an issue with Registration Listing search criteria being applied to Section Entry -> Enrollment Listing (#3058)
 - Fixed an issue with Appointments in Staff Timelines (#3057)
 - If a Q2 Hand is raised but the main visit record is logged out, the Q2 hand raise will not be counted on the dashboard widget (#3069)
 - Fixed an issue with Faculty Name not being shown on KIOSK and LogListing Login for choosing a Subject when the preference includes faculty (#3071)
 - Fixed an issue with Search Availability Pref inclusion of Faculty (but no faculty assigned) causing the choice to display as null (#3079)
 - Fixed an issue with Confirming Subject and Reason for Q2 after hand is raised for a specific reason (#3080)

<hr> [1.3.33] 2025-12-15
Added
 - Added a new SAGE report, Faculty Referral Activity
 - Added a new preference to allow sysAdmin to disable Mentorship Asynchronous communications
 - Added an option in the survey responses tab to delete a survey response (#3008)
 - Allow Super Admins to use the Login As functionality
 - Allow up to 9 Student Custom Tabs on the Student Entry screen
 - Added Send Email to Staff Entry
 - Added Bi-Weekly to Announcements
 - Allow Success Plan steps to utilize multiple reasons per step
 - Added the option to duplicate a resource from the Resources Listing (#3026)
 - Added the option to reset Student/Staff confirm BIO on term start dates automatically
 - Added new option to allow announcements to be displayed as a Live Poll

Changed
 - If KIOSK number of subjects, reasons, or consultants choices is 1, then display a 'Select a ???...' as the first choice
 - The Other menu has been adjusted to show fewer items, modules are now in a submenu and the version is in a submenu as well
 - In the Reports center picker, you can now search by entering any part of a center name, not just the beginning.

Fixed
 - Fixed an issue in the Appointments/Visits Utilization report where, if showing reserved blocks, some reserved blocks would show if its associated center was not selected in the report settings (#3004)
 - Fixed an issue with the Mentee Linker tool (#3003)
 - Fixed an issue with reports if a search field only contained a space character (#3017)
 - Fixed an issue with stacked availabilities and when an appointment is booked and the center is changed from in-person to online stacked availability (#2998)
 - Fixed a report permissions issue with Students Workshops Attendance, additional fields to show (#3029)
 - Fixed an issue with Sections listing and search active only
 - Fixed an issue with automated Appointment Reminder emails where it would sometimes send a second identical email a couple minutes after the first email
 - Fixed a SurveyTrac issue with surveys sent via "Display as link on main menu" for logged-in staff that also have a student account, that prevented submission (#3042)

<hr> [1.3.32] 2025-11-10
Added
 - Added option for search availability to use the require center option when the center is shown on search availability widget
 - Added Visit Created by in the Initial Visit report as an additional field to show (#2954)
 - Added an option in the Referrals by Student and Appointments/Visits report to search by appointment reason and visit reason (#2959)
 - Added Appointment search section to the Additional Search options in the Center Schedule report (#2948)
 - Added confirmation to consultant logout on KIOSK consultants logged in list
 - Adhoc QR Codes that are generated from an availability now adhere to the allowlist and blocklist options
 - Added a staff preference that allow a new user type, Super Admin, which is similar to Profile admins but also has a few extra options
 - Added a badge to the system audit widget displaying the number of system audit issues that have been found (also show and hide via cookie indicating state)
 - Added a System Audit widget to the dashboard for SysAdmins
 - Added new anchor panel interface on student entry screens to handle many custom fields to reduce scrolling
 - For workshops where visits are created, the visit location will match the workshop location (or for online visits, the workshop online URL) (#2975)
 - Added Location as a required field for Quick Visits
 - Added the Workshop option to send confirmation emails when batch enrolling students (#2968)
 - Allow the Asynchronous title preference to be shown on availability and appointment entry
 - Added CSV output option for the SI Comparison report (#2984)
 - Added an option in surveys directed to students to only direct to students on a student list (#2977)
 - Added Availability Notes as an additional field to show in the Students Visits/Appointments by ?? report (#2994)
 - Added an option in Workshop attendance scan to override maximum attendance, and the roster filter now works with ID besides name (#2983)
 - Added an option to duplicate a workshop in the Workshops listing (#2996)
 - Added more search options to the Workshops listing (#2997)
 - On the payroll report, if Show Student Visits is selected, the report now shows non-duplicated student visit time totals; additionally, if Show Work Visits is also selected, the report now shows percentage of consultant work time spent with students (#2902)
 - Added a new SurveyTrac report, Unanswered Staff/Faculty Surveys (#2965)
 - Added a new Faculty-only report, Faculty Student Appointments (#2999)
 - Added Learning Strategist to list of Consultant types
 - Added Student Other_ID to list of fields in Appointment Find by Values choices
 - Prevent student/staff from booking an appointment if the appointment time conflicts with a current class schedule
 - Added twig processing to send text to student/staff

Changed
 - When user's group pref indicates no viewing visits or work visits, hide the Attendance Listing menu item
 - Adjusted a KIOSK Login to only show Centers for the Profile the KIOSK was created in when no center is chosen
 - The Referral Processed checkbox can now be unchecked to reopen a previously processed SAGE Early Alert Referral
 - Adjusted the SAGE Referral Processed header to Followup and Processed Info
 - Added a 'tighten' and 'expand' option to SAGE Referral entry to allow more information to be displayed at once, uses cookie to remember last setting
 - Changed the method for what are the related profiles when check out resources
 - For Visits -> Linked Documents, new Document modal will hide document types not allowed to staff (instead of showing as disabled)
 - Hide Satisfaction label on Attendance Listing if user isn't allowed to see satisfaction values (#2976)
 - Assessments and SuccessPlans remember to be shrunk or expanded based on the user's last preference

Fixed
 - Fixed an issue with rendering previews
 - Fixed an issue with Q2 Reason updates causing failure if no reason being asked
 - Fixed an issue with search availability using the consDropin and ConsWork preferences
 - Fixed an issue with Staff Confirm BIO Custom fields not saving (#2924)
 - Fixed an issue with reports, not being able to save a favorite if a used student list name contains a single-quote character (#2963)
 - Fixed an issue with search availabilities when large number of slots listed, the date change doesn't search the new date chosen (#2964)
 - Fixed various WCAG issues
 - Fixed an issue with appointment entry - show name to staff and make sure the link is available to staff entry
 - Fixed an issue with table access setting for Staff Entry not being honored on click from Appointment entry
 - Fixed an issue with some report modals where a popup search was sometimes inaccessible (#2970)
 - Fixed a search availability issue with time zones east of GMT: for example Kuwait and Singapore.
 - Fixed issue with the combination of OAUTH, Mail, Microsoft and iCal attachments not auto adding to calendar
 - Fixed an issue with stacked availabilities on the Appointments/Availabilities by Hour by Day of Week report, make sure they only count once (#2985)
 - Fixed an issue with group appointments not counting properly on the Appointments/Availabilities by Hour by Day of Week report (#2995)
 - Fixed an issue with the 'Send Email to' option in the Workshop Roster not working (#3000)
 - SuperAdmins can now see the show my schedule button on the scheduler

<hr> [1.3.31] 2025-09-19
Added
 - Added the Assessments Summary report to the Retention report category
 - Added reverse date sort to Attendance Log Listing
 - Added Assessments tab to the student search
 - Added a new functionality for choosing a staff record in lieu of a student record for appointments
 - Added two new Student types: Staff and Alumni that are protected from deactivation by the system
 - Added a progress spinner to all drop search areas (search for students, etc)
 - Added Center column to the Workshops listing, including the ability to search by center (#2952)
 - Added a new group privilege to limit staff consultants to only see their own peer linked students in the student listing
 - Added ability to batch import staff certificates from ACTP certificate extract file
 - Added ability for stacked availabilities to differentiate recurring appointment settings per center
 - Added Visit Created by in the Visits by ?? report as an additional field to show (#2954)
 - Added new profile pref for overriding date and time changes outside the availability constraints
 - Added QR Codes for Assessments
 - Added Block These and Allow Only icons on schedule for availabilities

Changed
 - For security reasons, the Preview button for twig has been changed to send an email of the preview to the current user's email address
 - Changed the subject listing on Referral entry to only show subjects for the faculty if the current user is a faculty (#2955)
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed an issue with need for Byte Order Marker removal on import files and on previously stored headers (#2919)
 - Fixed an issue with online session notification being displayed to sysadmin that booked an appointment for another staff (#2938)
 - Fixed an issue with the notification window having an issue with visits without a start time (#2940)
 - Fixed an issue with Peer Mentor Linkages expiring
 - Fixed an issue with LogListing Sort menu (#2947)
 - Fixed an issue with changing appointment from in person to online and the URL does not update (#2953)
 - Fixed an issue with Listing sorts, unable to reverse sort (#2956)
 - Fixed an issue with Appointment status icon not updating when a KIOSK visit is logged out (#2957)
 - Sped up the query for showing staff that are currently logged in and are available to KIOSK login
 - Multiple Career Center adjustments/fixes: for Resumes, Job Postings and Reference requests.
 - Fixed an issue with Staff record saving causing Student record to be created.
 - Fixed an issue with Custom View, Base Search, NavSearch and moving to Page 2 (#2961)

<hr> [1.3.30] 2025-08-27
Added
 - Added the Jobs by ?? report for Career Center Management
 - Added Research Jobs tab to the Resume Builder tool
 - Added Links for Research Jobs to Bureau of Labor Statistics, O*NET and My Next Move
 - Added Additional Search to the Jobs by ?? report
 - Added new Module: Assessments. This allows campuses to create any assessment evaluating learning styles, study habits, or exploring cognitive abilities.
 - Added option for Peer Mentor Linkages to expire outside the Term they were created
 - Added reverse date sort to Attendance Log Listing

Changed
 - Changed max number of custom fields in a listing based on location from 100 to 200
 - Security update: not including page URL in code

Fixed
 - Fixed an issue with reserved block override status field not showing if the max students value is 0 (#2911)
 - Fixed an issue where searching peer mentors based on visit data had an issue (#2915)
 - Fixed an issue with attendance tracking for faculty prevented access (#2914)
 - Fixed an issue with Appointment Location field not updating for a stacked availability (#2912)
 - Fixed an issue with availability list selection for block or only allow showing all lists (#2913)
 - Power search after a saved search in a custom view, navigating to page 2 didn't use the power search (#2905)
 - Workshop enrollment list will show a line through the workshops that have been cancelled (#2917)
 - Workshop list of choices will show a message indicating that the workshop was previously enrolled but cancelled (#2916)
 - Fixed an issue with Mentee Search from Staff Entry (#2921)
 - Fixed an issue where editing some saved favorite reports sometimes did not load all previously-saved data (#2923)
 - Fixed an issue where, if global email settings From name is set to Campus - Center, it now gets the correct center per email (#2922)

<hr> [1.3.28] 2025-08-12
Added
 - Added Career Center Management, resume builder, job search, job postings, candidate search functionality
 - Added OIDC SSO
 - Added Sort by Consultant to Log Listing
 - Added STAFF CANCELED for Asynchronous appointments

Changed
 - Custom forms can now receive documents via custom form fields
 - Provided more limitations of twig filter functions

Fixed
 - Fixed an issue with saved searches linked to custom views (#2897)
 - Fixed an issue with required fields not being notified on custom form save (#2901)
 - Fixed an issue with upload document by staff not recomputing Work Plan completion (#2904)
 - Fixed an issue with default files types not set for custom file fields
 - Fixed an issue with wildcard not working with searching CtrNotes on attendance listing (#2909)

<hr> [1.3.27] 2025-07-30
Added
 - Added new tables for Career center including ReferenceStatements
 - Added new consultant types (Academic, Athletic and Career Recruiter)
 - Added a Retention reports submenu with new reports for custom forms: Responses, Snapshot, and Summary
 - Added an option to block students class times during student search availability
 - Added Workshop Labels as an additional field to show in the Visits by ?? report (#2876)
 - Added profile as an option for Staff Reason Specialties screen
 - Added an override date for SAGE Nothing to report Period start
 - Added a new navsearch option to loglisting to show all in progress Q2 table Visits
 - Added user name as an additional field to the Consultant Additional Detail Listing report (#2884)
 - Added new Action in student entry to allow for sending an email to request student confirm BIO
 - Added Asynchronous Appts grouped by Consultant to Consultant Supervisor Widget
 - Added a new Log Listing field option to show an indicator if a student is logged in during class time
 - Added a profile preference to prevent students from signing in during a class time
 - Added a profile preference to filter subjects by saved registration search for KIOSK Login
 - Added an option to the Initial Visit report, to instead show the most recent visit per student within the date range (#2883)
 - Added a new rare profile pref to preserve online links without converting to TracCloud location
 - Added the option to show appointment subject/course in the Students and Appointment Status Crosstab report (#2878)
 - Added a new pref for controlling the maximum vertical size of the KIOSKs and Loglistings menu for campuses large number of centers
 - Added an option for reasons and recommendations to have a maximum number of options checked
 - Added SAGE custom question options to add styling to SAGE custom questions/labels
 - Added Subject/Course/Title as an additional field to show on the Visits by ?? report (#2895)
 - Added the option to sort by date on the Average Wait Time report (#2895)
 - Added an option in the SAGE Referrals By ?? report to email each faculty their part of the report if grouped by faculty (#2881)
 - Added an option to report center selection to include inactive centers

Changed
 - Changed user interface for setting staff as a Mentor, etc.
 - Hide work visits from Staff Reason Specialties
 - Hide Processed and Followed Up from menu for Override And Resend Referral Email options when these items are hidden from entry
 - Hide Phone as a search avail filter option if Phone is not activated as a modality, hide Asynchronous if no active profile uses Asynchronous
 - Student confirm bio with regards to SMS Messages will now show a disclaimer/notification about SMS messages (required for FCC)
 - Removed "Yes: send the full message from SMS" from Asynchronous message sending
 - Added a twig processor function to handle twig from WYSIWYG text where > and < might be converted

Fixed
 - Fixed issue with new Consultant types buttons
 - Fixed an issue with the dashboard utilization dates not reflecting the search criteria actually used
 - Fixed an issue with Q2 Raise Hand on log listing not honoring only show consultants logged in to work (#2877)
 - Fixed an issue where the browser might recursively call "loadAppointmentListPanel" repeatedly
 - Fixed an issue with session timeout not working on staff entry page
 - Fixed an issue with new staff records created from faculty records not having a UUID (#2881)
 - Fixed the CSV with Totals output for the SAGE Referrals by ?? report (#2885)
 - Fixed an issue with fields being hidden on the section schedule page and the enrollment pages when attendance tracking is turned on
 - Fixed an issue with workshop label deletion
 - Fixed an issue with students not being able to delete their uploaded documents (#2891)

<hr> [1.3.26] 2025-06-27
Added
 - Added dataspinner to new search for linker tool and mentor tool
 - Internal library updates
 - Added the option to make a workshop online; the student can join from the self-enroll page (#2791)
 - Added student and visit record links to the Visits by ?? report
 - Added drop-in availability totals to the Appointments/Visits Utilization report (#2833)
 - Added a Choose a Consultant prompt preference for search availability widgets
 - Added a SurveyTrac option to email a survey after a student's 1st booked appointment during the survey period (#2866)
 - Added visit and appointment record links to the Students Visits/Appointments by ?? report
 - Added referral record links to the SAGE Referrals by ?? report
 - Added resource and checkout record links to the Resources reports
 - Added a new management report, Appointments by Assigned Advisor and Student (#2837)
 - Added a new survey option to provide a static URL (initiated via "Static survey URL") that can be used by anonymous recipients, including individuals that are not in the TracCloud system (#2782)
 - Added an option to the Class Attendance Summary report to show percentages of attendance, absences, and excused absences (#2787)
 - Added an option to the Center Schedule report to highlight availabilities with a corresponding color based on availability type (#2805)
 - Added a new system preference to allow staff menus to scroll if too tall
 - Added an option to the Registrations by ?? report to show grade group data (#2839)

Changed
 - Make Random Assignment assigns all the found students evenly to all the selected staff
 - Adjusted consultant work visit logout format for the time in displayed
 - The SurveyTrac option for in-person/online/all now has modality checkboxes for more options (#2789)
 - Allow SysAdmins to override reply to address of student batch emails
 - Moved Processed button down to bottom of floating panel of referrals
 - Changed the behavior when changing from week view to day view, automatically go to today
 - Changed the 'Nothing to Report' sage referral to automatically be processed with the current date.

Fixed
 - Fixed issues with log resource modal, when items not found the listing area does not hide itself automatically on click (#2867)
 - Fixed issue with notification for maximum number of checkbox choices chosen displaying behind the current modal (#2864)
 - Fixed an issue with Profile remove linked groups icon

<hr> [1.3.25] 2025-06-10
Added
 - Added ability to switch 1 on 1 to dropin on KIOSK login
 - Added ability to repeat a reserved meeting block
 - Added Peer Mentoring module and peer linkage tool on the Staff entry
 - Added ability for students who work as tutors to show their classes on the schedule
 - Added At Risk search to the Students listing
 - Added an additional Log in for Work preference if there is any upcoming appointment or availability
 - Added email templates to workshops, for creating email actions (such as sending a follow-up email to students that missed a workshop)
 - Added workshop name as an additional field to show in the Visits by ?? report (#2855)
 - Added Custom Forms to Student Actions menu
 - Added Custom Forms to Faculty Dashboard
 - Added ability to override recurring for students per availability
 - Added the Mentorship Activity report in the Management category
 - Added the option of using historical student term data for the Visits by ?? and Usage Snapshot reports (#2853)
 - Added a system preference for text to display when the appointment is a phone call (#2859)
 - Added sorting options to the student Initial Visits report, allowing sorting by center, consultant, reason, and/or subject (#2788)
 - Added option to depersonalize KIOSK login by not showing student name on KIOSK Sign In
 - Added batch mentor linkage button to mentor linkage tool
 - Added a new report for faculty users, the SAGE Faculty Referrals by ?? report (#2800)
 - Added the ftp export option to the Visits/Appointments Utilization report (#2856)

Changed
 - Change the import modal step 2 to allow for upload of a new file format with column changes
 - Custom fields from forms do not allow the profile from being changed or made different then the parent form

Fixed
 - Fixed an issue with CourseLists picker not showing CourseLists in the Search Appointment Links (#2849)
 - Fixed an issue with Students unable to conclude an asynchronous appointment (#2848)
 - Fixed an issue with rounding to nearest minute for adhoc appointment creation at certain zoom levels and row height sizes (#2850)
 - Fixed an issue with person's name submitted by on custom forms not always being saved with the form data
 - Fixed an issue with quick visits without a section not computing the TermID of the active term (#2851)
 - Fixed an issue with WorkPlans being marked as completed when a step has a fixed start date that hasn't occurred yet (#2852)
 - Fixed an issue with WP Assigned Staff name searches (#2858)
 - Hid some availability fields that have no purpose when the availability is a drop in
 - Fixed an issue with surveys emailed after # of visits, sometimes not connecting to the correct visit (#2843)

<hr> [1.3.24] 2025-05-16
Added
 - Added emailable and QR code links to custom form data
 - Added ability for referrals to have a special skills / accommodations field for input by staff / faculty
 - Added number of Visits per subject to the student time check
 - Added automatic processing of historical student term data 7:15am (and ability to add it to import process)
 - Added ability to enter who completed the item for referral action items
 - Added student first name and student last name as separate additional fields to show in the Visits by ?? report (#2844)
 - Added consultant linker tool for manually assigning consultants to students
 - Added a create staff from faculty tool to help create batch staff from faculty accounts
 - Added the ability to scan students for marking workshop attendance
 - Added referral sequence to the Referrals by ?? report for searching, and as an additional field to show (#2842)
 - Added ability for staff to create new outstanding appt requests
 - Add student term data historical tab (uses registrations permissions)
 - Added additional fields to show on the Payroll report, including staff standard and staff custom fields (#2827)
 - Added 'Archive' as on option on custom fields to automatically store the current value in the appropriate student term data history

Changed
 - Saving an appointment will temporarily disable tabs until the save finishes (or 10 seconds)
 - Group roster appointment status menu will not show if the status is non standard
 - Multiple sql script performance enhancements

Fixed
 - Removed multiple menu choices that should be hidden based on module preference activation (#2713)
 - Fixed an issue with KIOSK MaxStudentsActive setting
 - Fixed an issue with roster referrals causing multiple undesirable records to be created (#2845)
 - Fixed an issue with scheduler menu filter staff menu based on search field
 - Fixed an issue with notifications for tasks when no due date

<hr> [1.3.23] 2025-04-30 (Post-Conference Version)
Added
 - Added option for courselist picker to show active course lists and consultant courselists for active staff
 - Added Resolved By person to the Outstanding Appt Request entry screen (#2790)
 - Added Custom Fields to Outstanding Appointment Requests (#2798)
 - Added a warning message notification when the 'Affect All Selected and Shown' checkbox is selected for batch referrals (#2779)
 - Added an unsent indicator to the mailqueue entry when an email hasn't been sent (#2777)
 - Added Faculty Name to the referral entry for subject menu on referrals (#2778)
 - Added ability to add a menu title text to a menu option for online locations and other menus (#2785)
 - Prevent Inactive Resources from being shown when Logging Resources in the Log Resource modal
 - Added Saved Searches, Selection capability and Show these Students to the Outstanding Appointment requests (#2799)
 - Added attachments to Resource Types terms and conditions emails (#2784)
 - Added ability to embed prefixed HTML before a custom field (advanced option for Redrock)
 - Added a report option in the Students Visits Summary report to display Last Date In as an additional field to show (#2716)
 - Added an option to Resource Types to ask user to rescan the ID of the Resource after having chosen an item from a reservation (#2801)
 - Added linked Registration to twig possibilities for Visit Log Listing
 - Added ability to restrict the number of active visits per center at one time (#2628)
 - Added an option in the Usage Snapshot report to filter fields ad-hoc within the report, and to open a student listing based on the filtered results
 - Added ability for group availabilities to be restricted by special skills (#2808)
 - Added workshop options for student self-enrollment (via QR code / link), to optionally require signing a Terms & Conditions, an option to allow students to cancel their workshop enrollment, and an option to limit how many hours before the workshop starts for allowing cancellation (#2793, #2825)
 - Added Reason Category as an additional field to show in the Visits by ?? report (#2829)

Changed
 - Staff that are checking out resources may only do it for resources linked to profiles that that their user account is linked to (via the centers list) (#2781)
 - Adjusted terminology for Reserved Block Status text
 - Adjusted display of Resource logged out on KIOSK, don't show title if option is not activated
 - Log resource, items are now sorted by availability due to reservation date as well as title and barcode (most available at top)
 - Visits modality menu now replaces the simple online checkbox

Fixed
 - Reapplied ID field formatting to the Student ID on the Listing
 - Fixed an issue with Custom KIOSKs that are linked to a specific center not auto choosing the reason and subject for the visit when the student has a prescheduled appointment (#2813)
 - Fixed an issue with faculty click on student menu at the top navbar (defaults now to search all) (#2812)
 - Fixed an issue with KIOSK Login and Preference for showing consultants that have a drop-in availability and when the drop-in day is overridden (#2792)
 - Fixed an issue where if the original availability type did not include asynchronous, and an appointment was converted to asynchronous, the next save of the appointment will change the modality back to the original shown for that availability (#2803)
 - Fixed an issue where pressing enter in a course list entry as a consultant was saving and blanking the course list (#2809)

<hr> [1.3.22] 2025-04-16
Added
 - Added new Custom Form options for Wellness Check-ins and Reflective Prompts
 - Added new Student Term Data table for historical reporting
 - Added Staff / Student ID on Resource History listing and in check out record
 - Added a report option to highlight busier times in the Logins by Hour by Day of Week report and the Attendance by Hour by Day of Week report
 - Added new module TracInsights for Predictive Analysis of Student Success to the base TracCloud system
 - Added new custom field types: Push Button Radio and Multi Push Button Radio
 - Added Retention summary report for Custom Forms with new Drill-Down filtering capability
 - Added Profile preference to show Outstanding Resources on Logout
 - Added an additional option for marking as attended to split a current visit
 - Added a profile pref to show outstanding resource items on loglisting/KIOSK log out
 - Added Appointment dashboard display options for Cancel, Edit and Enter buttons
 - Added an advanced pref to block Process Activations fro campuses that do not have standard active terms
 - Added the option to export to ftp the following reports: Students Visits/Appointments by ?? and SAGE Referrals by ?? (#2794 and #2811)
 - Added day of week to the timeline for students and staff
 - Added Weekday as an additional field to show for the Students Visits/Appointments by ?? report (#2814)

Changed
 - Changed the look of various Dashboard buttons to use a modern look (Confirm BIO Calendar URL, etc.)

Fixed
 - Fixed a bug with staff alias computation
 - Fixed an issue with staff confirm bio
 - Fixed an issue with Plan Type and Work Plan type popup menu buttons scrolling with the page (#2774)
 - Fixed an issue with SAGE Referral submission with override and Resend Emails (when no email type is chosen) (#2775)
 - Fixed an issue where document notes should contain < and > characters - prevent stripping of the text out (#2776)
 - Fixed an issue with the time check footer message not being displayed when time check required is None
 - Fixed an issue with online appointment url blank and iCal attachment computes a tiny url for it
 - Fixed consultant summary email to include asynchronous appointments (#2802)
 - Fixed action -> upload document notes to include < and > symbols
 - Fixed an issue with the courselist chooser not using the search criteria

<hr> [1.3.21] 2025-03-25
Added
 - Added ability to add Custom Automations to the Quick Student modal for creating new student records
 - Added the option to enter a date range for the Visits/Appointments Export
 - Added a new system preference to allow KIOSK Logins to show the Reasons grouped by their associated Categories
 - Added ability to adjust font and styling for search availability results for Consultant, Time, and Location (generally to allow them to be bigger)
 - Added a SurveyTrac recipient email Twig tag Survey.URL to allow users to customize the survey link text (#2753)
 - Added the average logins per day on the Logins by Hour by Day of Week report (#2752)
 - Added new custom field type imagepopfield
 - Added 'Run Favorite Report' to the TracFlow step options
 - Added Show Active Only to the registrations sublisting on the student entry page
 - Added the Class Attendance report and the Class Attendance Summary report
 - Added Term Code as an additional field to show in the Students Visits/Appointments by ?? report (#2756)
 - Added a new Modality for appointments: Phone, also user can now choose modalities in the search widget
 - Added Location to the search widget functionality
 - Added new preferences to availabilities, they be blocked from certain students and allowed for other students using lists
 - Added new preference to availabilities, override the missed status to set the appointment to during night calculations when the appointment is not attended
 - Added a button to staff entry to open the group entry for the chosen primary group of the staff
 - Added ability to select and show selected group records on group listing
 - Added ability change field values for group records
 - Added Copy and Paste to Change Field Values modal
 - Added Appointment Meeting Type and Visit Meeting Type to the Appointments/Visits Export as additional fields (#2764)
 - Added Availability badges to be linked specifically to phone availabilities (#2766)
 - Added custom real time formatting and custom formatting for columns for Custom Views
 - Added a new Appointments by Hour by Day of Week report in the Students category (#2765)

Changed
 - Added Reasons to the Previous Visits tab list of previous visits by that student (#2747)
 - Default 1st choice for consultants list on search availability widget is now named 'all available'
 - The Visits by ?? report can now optionally be exported to the ftp server
 - For reports, the In-Person/Online drop-down menu option has been reworded to Meeting Type, to accommodate the newer Asynchronous and Phone meeting types. The Online additional field is also reworded to Meeting Type, and will display the meeting type, rather than yes/no for online.

Fixed
 - Fixed an issue with when a Power Search is compounded onto a previous standard search not working (#2745)
 - Fixed an issue where the online link to appointments was still available after the appointment started in a search availability result (#2746)
 - Prevent Custom view names to have apostrophes in their Names (#2750)
 - Fixed a rare issue regarding default modality of search availability widgets (#2754)
 - Fixed an issue with some reports to successfully allow grouping by student flag information
 - Fixed issue with duplicated staff records not recomputing the special alias field (#2755)
 - Fixed an issue with the class schedule showing recently dropped registrations for student schedule (#2751)
 - Fixed an issue with stacked availabilities and overridden single date block
 - Fixed an issue with workshop student self-enrollment, preventing staff or faculty with linked student accounts from using the QR code/link (#2769)

<hr> [1.3.20] 2025-02-20
Added
 - Added ability to have a custom kiosk for all centers accessible via static QRCode (#2712)
 - For student-related reports, student Flag Information is now searchable, and available as an additional field to show (#2710)
 - Added Receive SMS Alerts as an additional field to show in the Student Fields report (#2718)
 - For reports that use a secondary time frame choice (Usage Snapshot Date Comparison, Appointment Slot Utilization Date Comparison, Survey Response Rate Comparison), the secondary time frame now has a new 'Comparison to Previous Year' option, which allows automated reports to regularly compare the first-selected date range, to the same range of the previous year
 - Added the resource image to the resource reservation modal on the dashboard for students
 - Added to the Outstanding Appointment Requests report an option to show resolution info (Resolved by, Resolved Date, Days to Resolve)
 - The Student Search Availabilities report will now report on the number of availabilities found per search (#2648)
 - Added a Batch Enroll Students option to the Workshop roster tab (#2732)
 - Added ability to randomize similar search availability results
 - Added ability to track attendance in certain sections
 - Added ability to utilize TracFlow Queries in TracFlow automations
 - Added an optional Workshop Notification to Student field, which displays on the student self-enrollment page; html and twig fields are allowed
 - Added ability to allow staff to view documents / surveys from the dashboard
 - Added the Payroll Report option to insert a page break between each consultant when using the Show Daily Payroll Hours report option (#2738)
 - Added a name filter filter for workshop rosters
 - Added ability to continuously send a reminder on a success plan step repeatedly until the step is completed or expired (#2730)
 - Added navsearch options for searching for students based on emails sent to students (batch_email or email)

Changed
 - Adjusted consultants list on KIOSKs to ignore the current user if consultant as a default choice (moved to the top of the list) (#2717)
 - Changed the way Appointments link to Sections on Views
 - Added Student ID to Appointment Listings (if user is allowed to view Student ID)
 - For workshop enrollment, if the student search is filtered by a non-enrolled section, workshop enrollment is open to all students (#2731)
 - For workshop student search on the roster tab, you can now search students by email address
 - The Workshop Description field now allows html and twig fields
 - Time check buttons for all profiles are now showing if they have been activated for time check

Fixed
 - Adjusted the staff course list menu to show only active courselists and their own as choices (#2715)
 - Fixed an issue with search availabilities showing double titles when several days of no availabilities is retrieved (#2727)
 - Fixed a modal scrolling issue with edit dates on appointment entry (#2733)
 - Fixed an issue with non Static QR Codes for KIOSK change of code emails being set (#2736)
 - Fixed an issue with center color flags not being drawn on search availability results
 - Fixed an issue with copy email address to clipboard (#2739)
 - Fixed an issue with Process Scans button reappearing too soon before the scan job is finished (#2740)
 - Fixed an issue with Add to Roster for online appointments only not preserving online location (#2743)
 - Fixed an issue where time checks were including table visits (#2742)
 - Fixed an issue with a group having a default view and attempting a powersearch on the non-default view (#2735)

<hr> [1.3.19] 2024-01-08
Added
 - Added ability to auto log a student in at KIOSK if single record found on ID or ID2 match occurs
 - Added an option to the Visits/Appointments Export to not convert the single-quote character to SINGLEQUOTE (#2674)
 - Added new group option for student entry views: Brief with Save
 - Added two new workshop reports: Workshops Roster, and Students Workshops Attendance
 - Added option to save availability blocks (red blocks) to prevent canceling overlapping appointments
 - Added new standard search functionality to search history menus in the listing screens
 - Added an option for preventing KIOSK QRCodes from being clickable
 - Added resource collateral as an additional field in the Resources Listing report (#2691)
 - Added confirmation/cancellation/reminder email options to Workshops
 - If a user, with a favorite report with group access, is reassigned to another group, the favorites listing will indicate so (#2693)
 - Added total visit records count to Center Visits widget for students on main menu
 - Added a duplicate staff user name check when duplicating a staff record from the staff listing
 - Added an option in Workshops to add a linked consultant or faculty
 - Added additional group restrictions from viewing student timeline emails, extra details, and appointment searches (#2687)
 - Added searchable fields to Staff listing: 'is Bio Confirmed' and 'Do Not Show on Schedule' (#2617), allowed to be accessed by change field value
 - Updated the Profile Detail report with newer group settings
 - Added Location field to Workshops, also added location and linked consultant/faculty to workshop reports and email twig tags
 - Added a Workshop option to create a QR code and link, for students to self-enroll in a workshop
 - Added ability to relate multiple courses together so that courselists can auto-add the related courses
 - Added twig tag preference that can display student info in outstanding appointment request form
 - Added group pref that provides the ability to restrict saving changes to own availabilities and appointments
 - Added a Workshop option to set maximum enrollment
 - Added ability to search outstanding requests by this semester as a standard search (#2706)
 - Added ability to give a standard staff the group permission to create student records
 - Added ability to edit / view join information on dynamic list queries
 - Added a Workshop option to manually lock enrollment, or to auto-lock enrollment on a specific date and time
 - Added a Workshop option to send surveys from the workshop roster

Changed
 - For the Students Visits Summary report, user can now optionally choose to show active students without visits, or all students without visits (#2665)
 - For the Visits by Assigned Advisor and Student report, the option to 'include students without visits' now includes students that don't have visits within the date range, but may still have visits outside the date range (#2681)
 - Default duration is now honored for out of slot times when the duration allows for no conflict (#2685)
 - Recompute visit field isSchedDuringClass when the visit is saved from an entry form (#2692)
 - Asynchronous appointments are now sorted more recent at top to older at bottom
 - Revamped the Workshops roster listing, for updating enrollments to attended/missed/canceled/enrolled, or to delete an enrollment
 - Updated Workshop reports to reflect updated enrollment status of enrolled/attended/missed/canceled

Fixed
 - Fixed an issue with Search modal and related record searching and add to selection functionality
 - Fixed an issue where uploading a document with Student Dashboard Document checked was not appearing for students (#2677)
 - Fixed an issue with Student BIO fields not shown when Prospective Student option is turned off (#2678)
 - Fixed an issue with a center linked to a dynamic student list causing search widget to have issues (#2680)
 - Fixed an issue with some reports where grouping by a custom field wouldn't always work (#2690)
 - Fixed an issue with availability reserved blocks checkbox 'Do NOT Cancel any intersecting appointments' not hiding properly
 - Fixed an issue with not being able to delete an attachment from an email template (#2689)
 - Fixed a minor issue with batch SI scans with students multiple registered courses in the same term (rare and unlikely) (#2694)
 - Fixed an issue with android menus disappearing when scrolling down the page
 - Fixed an issue with consultant id being reset to zero after consultant confirmation completed on a WorkPlan (#2695)
 - Fixed an issue with consecutive appointment calculation with same consultant (#2698)
 - Fixed an issue with the Logins by Hour by Day of Week report when searching by consultant subject specialty (#2647)
 - Fixed an issue with double clicking on button to add a student to a standard list (#2708)
 - Fixed an issue with adding students to a list that could generate duplicate assigned-list data (#2707)

<hr> [1.3.17] 2024-10-18
Added
 - Added SAGE Additional Notes to available twig tags
 - Added search active checkbox to the sections listing
 - Added an option in the Visits by ?? report to group by week; this uses the general preference of default start day for the calendar, to determine the start of each week (#2621)
 - Added Collateral to Resources listing search
 - Added Meeting Type as a grouping option in the Students Visits/Appointments by ?? report (#2652)
 - Added DashboardStatus twig tags for Success Plan and Work Plan emails
 - Adjusted formatting of field for Reservation of Resources lead time
 - Added ability to disable notifications for a particular group
 - Added ability to enter HTML into Resource Terms and Conditions notification (#2663)
 - Added a new Workshops Overview report
 - Added an option in the Visits by ?? report to group by month (#2668)
 - Added CreatedByUserName to Batch Visits as well as Regular visits

Changed
 - For the Center Schedule report, if Show Consultant Email is selected, and output format is CSV Raw Data, the consultant email will appear in its own separate column (#2643)
 - For the Students Visits Cleanup Data report, the appointment status selection list now uses the profile pref for appointment statuses to choose from (#2656)
 - Referrals listing on dashboard now have a maximum height with a scrolling panel
 - Moved availability/appointment-related reports from the Management category to a new Scheduling reports category
 - Removed KIOSK Login / out options if the custom field is not for Visits, Students, or Appointments
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed cleanup of deleted courselists: remove old course list item lines
 - Fixed cleanup of deleted staff: removed old specialties
 - Fixed an issue with Find Duplicates on Attendance listing when finding based on Date Entered
 - Fixed an issue with editing saved favorite reports, where sometimes it fails to load the report modal (#2633)
 - Fixed an issue with SurveyTrac conditional questions, where certain types of conditional questions were disabled unless "Display unmet conditional questions as disabled" was checked (#2646)
 - Fixed Resource Status searching on Resources listing
 - Fixed Wildcard searching on Resources listing
 - Fixed an issue where timeline items for appointments could be duplicated when multiple documents are associated with an appointment (#2658)
 - Fixed an issue with the wording of a timeline item for visits that auto terminated after a certain number of minutes (#2657)
 - Fixed search selection searches when the previous search utilized the search form for related records (#2651)
 - Fixed an issue with the Center Schedule report if Online Only is selected and Show Location is unchecked (#2660)
 - Fixed a schedule loading issue when switching back and forth between account types repeatedly (#2649)
 - Fixed an issue with new custom fields not showing on SI Batch Visit entry screen unless all the settings are set (#2661)
 - Fixed an issue with Registration Activation by List when the List uses Registration criteria
 - Fixed an issue with select found availability blocks (#2662)
 - Fixed an issue with the payroll report, where choosing 'Round individual visits first' may calculate time incorrectly (#2664)

<hr> [1.3.16] 2024-09-18
Added
 - Added section custom fields to the SAGE Referrals by ?? report as additional fields to show (#2631)
 - Added ability to specify a lead time needed before a resource reservation can be made (in days, hours minutes) minimum lead time needed
 - Added Processed Notes to Referrals listing (#2635)
 - Added new SAGE delete referral preference to Group: own, all, none (#2634)
 - Success Plan confirmations show instructions on dashboard (#2629)
 - Added Resources due Arbitrary to import fields list
 - Added more options to SurveyTrac conditional questions (initially hidden or initially grayed-out and inactive, alphanumeric numbering options), reports updated to reflect those adjustments

Changed
 - Now showing the Search Appointment Links (QR Codes) subtitle additions when a student scans the QR Code and the code is not shown on dashboard (#2626)
 - Activate / deactivate centers now log the change to the audit log record for that center (#1084)

Fixed
 - Fixed an issue with announcements linked to student linked to dynamic lists (#2618)
 - Fixed an issue with batch assigning success plans and work plans auto-choosing the term code (#2623)
 - Fixed an issue with faculty groups that only allow brief student entry not being able to see the list of students in a course when clicking on the course in the dashboard (#2624)
 - Fixed an issue with announcements linked to a dynamic query that are blank causing an issue with the dashboard.
 - Increased speed of search availabilities query and KIOSK subjects query
 - Fixed an issue with saved group searches not being accessible to certain users (#2636)

<hr> [1.3.15] 2024-09-04
Added
 - Added 'Appointment Has Document' as an additional field to the Students Visits/Appointments by ?? report
 - Added Staff Supervisor and Position or Title fields to Staff records
 - Added the option for the Work Plans report to select centers, to narrow consultants by linked center(s) (#2600)
 - For the Resource Utilization report, added the option to include the email of the student/staff that checked out the resource (#2603)
 - Added found record count to students entry -> Visits, Registrations and Assigned Success Plans
 - Added Reasons custom fields as additional fields to show for the following reports: Initial Visit, Student Visits/Appointments by ??, Usage Snapshot, and Visits by ?? (#2610)
 - Added ability to export Availability listing to CSV file (#2614)
 - Added ability to show a calendar icon on Visit Log Listing when visit is linked to a pre-scheduled appointment
 - Added ability to show student photo for a staff if staff is linked to a student and the staff photo is non-existent (#2612)
 - Added a profile and groups list submenu to the Profile and Groups menus for quicker access to profile and groups entry

Changed
 - Prevent save button from being displayed to Students on old appointments
 - Adjusted list of staff that shows for assigned supervisor for work plans: now shows all active staff (not just consultants)
 - Adjust SI Batch code default expiration date to 4 weeks after the date of the batch visit
 - Adjusted immediate cancellation code when an availability is created that overlaps appointments but no center defined (#2608)
 - Adjusted timecheck units to reflect required time units
 - Sped up the search form for related records by count for Students -> Appointments and Visits.
 - Send SMS Button on Log Listing only shows if the student has opted in to receive text alerts

Fixed
 - Fixed an issue with search availability QR Codes images not working properly with SAML (#2582)
 - Fixed an issue with saving a center causes the center to potentially be added to the group privs multiple times (#2598)
 - Fixed an issue with Profile Reason show Active for a specific center or for all centers (#2599)
 - Fixed an issue with Search Availability Links via QR Code might not show Subtitle Additions properly (#2607)
 - Fixed Recalc these Registrations such that it will recalc all found pages of registration records (not just the current page)
 - Fixed an issue with fitness center day pass with auto registration expiration by number of days not working (#2609)
 - Fixed an issue with success plan steps not showing the confirmation notification to the consultant
 - Fixed an issue with student search - remove from previous selection when no records found (#2613)
 - Fixed an issue with availability listing, certain search fields referenced appointments or visits (#2615)
 - Fixed an issue with Q2 Raise Hand not showing profile custom fields (#2616)

<hr> [1.3.14] 2024-08-06
Added
 - For the Q2 Visits report, added the option so show, and search by, Q2 table name; also added these options to the Visits by ?? report, as well as the option to group by table name (#2547)
 - Added another time format for visit information display (#2552)
 - Added ability to use a center and staff choice in search availability widgets
 - Added ability for Custom Field Headers to be linked to a center (#2562)
 - Added non-duplicated availability hours to the Appointments / Visits Utilization Report (#2564)
 - Added on option to the Consultant Specialties report to show subject specialties that are linked only to active registrations (#2505)
 - Added search options to the favorite reports submenu - search by title, and/or show only own favorite reports (#2561)
 - Added a new system preference for HTML header text for Generic All KIOSKs
 - Added internal preference for maximum search availability widgets
 - Added the option in the Visits by ?? report to email each consultant their part of the report if grouped by consultant (#2563)
 - Added section custom fields to the Visits search category in Additional Search for reports (#2572)
 - Added Student Flag icons as an option for the Log Listings and KIOSK Listings (#2575)
 - Added an option to the Visits/Appointments Export to also include visits that were modified within the selected date range (this option limits the export to 31 days)
 - Added conditional questions to SurveyTrac, that will appear depending on the answer(s) to other question(s) (#2041)
 - Added the option to the Resources Listing report to optionally show future reservation information (if one of the reservation additional fields is selected)
 - Added Collateral to Resources listing (#2567)
 - Added option to allow Resource Returned Confirmations (#2568)
 - Added the Appointments/Availabilities by Hour by Day of Week report option to search by reason (#2566)
 - Added the option to choose This Week or Last Week for dashboard status charts (#2579)
 - Added the Center Schedule report option to show availability notes (#2580)
 - Added Section Code as an additional field to show in the Visits by ?? report
 - Added ability to specify a student dashboard document prior to upload (#2590)
 - Added ability for search appointment link subtitles to have HTML code (#2593)

Changed
 - Hide 'Report unable to find an appointment' button until the user has searched for an appointment (#2549)
 - Improved report security, based on group settings and user type, per report
 - In the Appointments Export csv file, there were two column headers titled 'Status' - the appointment status header has been changed to 'ApptStatus'
 - SAGE Referrals with Roster Annotation enabled will now follow Faculty group permissions (#2588)
 - Staff and Student local account lock button is not shown on new records, it is only shown after record is saved (if preference for local lock is set to allowed)

Fixed
 - Fixed an issue with work visit restrictions not honoring campus / profile time zone (#2542)
 - Fixed an issue where, if the preference to email reports as an attached file is set, some reports were attached with the wrong extension (#2545)
 - Added isSchedDuringClass and isSchedDuringClassID to custom data for Appointments
 - Fixed an issue with save student records and saving custom field data on newly imported records (#2551)
 - Fixed an API linkage between Survey Responses and Students (#2554)
 - Fixed ability to find duplicate students by email (#2560)
 - Fixed the CSV with Groupings/Totals option in the Visits by ?? report (#2574)
 - Fixed an issue with computing the recurring appointments to be sent a cancellation email (when one or more future appointments) (#2584)
 - Fixed an issue with computing the recurring dates for twig functionality (when one or more future appointments) (#2583)
 - Fixed an issue where during KIOSK logout and the validation fails but a survey has caused the continue button to be hidden, reshow the continue button (#2585)
 - Fixed an issue with Concluding an Asynchronous session (#2589)
 - Fixed an issue with custom fields not yet set as 'not for consultant' (#2592)
 - Fixed an issue with local password reset - rejected due to strict comparison (#2595)

<hr> [1.3.13] 2024-06-21
Added
 - Added a group privilege for SysAdmins to ignore required fields
 - Added the new Documents report (in the Management category)
 - Added student user name as an additional field in the Students Visits/Appointments by ?? report (#2512)
 - If the Visits by ?? report is showing a summary view with groupings, total unique students are now included per grouping
 - Added Date Entered to additional fields in the Visits by ?? report (#2515)
 - Added online to custom KIOSK options (#2521)
 - Added the preference option to send a password reset on the student record, or from the login page (#2504)
 - Added student user name as an additional field to show in the Visits by ?? and Student Fields reports (#2527)
 - Added the preference option to allow a staff to request a password reset email from the login page (#2504)
 - Added the SurveyTrac option for an emailed survey link to expire after # days (#2511)
 - Added advanced pref for multiple days on search availability
 - Added print button to search availability
 - Added search avail link twig name override and subtitle
 - Added a new option to the Usage Snapshot report, to show tallies on multiple-checkbox visit custom fields (#2531)
 - Added Sort by Reason to the Log Listing sort options (#2541)
 - Added ability to use barcodes for QRCode Batch Visit logins

Changed
 - Enlarged search availability modal
 - Student BIO Link prompt adjusted visually so the long URL is not displayed

Fixed
 - Fixed an issue with Linked Custom Fields to Centers, not being able to assign it to a particular center (using new interface) (#2509)
 - Fixed an issue with the Reasons menu not being sorted by SortCode in Visit Entry (for Quick Visits) (#2510)
 - Fixed an issue with send emails to Students having an issue when the staff user does not have a valid email address (#2508)
 - Fixed an issue with batch activation and deactivation of Reason specialties in the Profile entry screen
 - Prevent stacked availabilities from being hidden when hide unavailable is checked (#2516)
 - Fixed an issue with prospective student creation on loglist when enter key is pressed (#2523)
 - Fixed sorting on custom field listing (#2520)
 - Fixed issue with quotes in section titles when choosing a section for batch visits and group roster add multiple (#2525)
 - Fixed an issue with radios choices not saving in repeating groups (#2522)
 - Fixed format of message for prevent student booking between times (#2524)
 - Fixed a minor issue with auto choosing a reason on login when multiple choices set but only 1 reason available (#2528)
 - Fixed a few issues with system and profiles prefs not showing the save button automatically when a change is made (#2526)
 - Fixed issue with Resources Listing change field values (#2540)

<hr> [1.3.12] 2024-05-28
Added
 - Added appointment search to most appointment-related reports, and appointment custom fields to grouping options in the Students Visits/Appointments by ?? report
 - Added ability to link Terms and Conditions to Student Lists
 - Added ability to set Custom Views to be the default view or the only view for a table
 - Added ability for students to upload a photo during confirm bio process
 - Added additional checks on Student entry looking for duplicate values in Barcode, ID, Other_ID, and UserName (#2481)
 - Added the option for reports Additional Search to search by Student Other Status
 - Added LastImportedDT field to the Registration Listing nav search (#2480)
 - Added Multi-Data Check for TracFlow task Trigger Conditions
 - Added Log Resource KIOSK option
 - Added arbitrary return dates to resource checkouts
 - Added Resource Image to Log Resource Modal
 - Added custom fields to the Appointments Listing power search (#2478)
 - Added Resource reservations by date functionality
 - Added ability for students to search the resource widget for making reservations for items
 - Added Custom fields to the entry and to searching to the Availabilities and Documents tables
 - Added Custom field searching to Resources listing
 - Added All tables custom fields to be able to be imported
 - Added a new json lookup 'availstaff' for looking up staff that are available during a time period
 - Custom menu fields may now use JSON lookups and twig code to reference the menu items to be displayed
 - Faculty can now see tasks widget and create and assign tasks to their students
 - Added the option to upload documents to surveys (Document Upload is a new question type)
 - Availabilities have a new option called Stacked Availabilities for cases where a consultant needs to be available in multiple centers at the same time
 - Custom Fields may now be grouped together in custom groups.
 - Groups may now have repeating values acting as subforms.

Changed
 - Added more areas where recomputation of the cached Appointment display occurs when appointments are modified
 - Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default and the minimum value for this pref
 - Custom fields have been moved to their own listing - giving more flexibility when working with a larger number of custom fields
 - Appointment listings now honor 'own schedule' group preference, save button honors scheduling restrictions for appointments

Fixed
 - Fixed the sort capability in the label header for Students listing
 - Fixed an issue with 'Search Active Only' not being implemented after searches (#2490)
 - Fixed an issue with dragging upwards to create an availability / appointment block on the schedule (#2491)
 - Fixed issue with consecutive asynchronous appointments not being blocked by consecutive appointment rules (#2492)
 - Fixed an issue with Visit Notes email not using the campus time for email creation (#2494)
 - Fixed an issue with auto-assigned incrementing IDs for new students (#2501)
 - Fixed an issue with sending a password reset code email (#2503)

<hr> [1.3.11] 2024-04-30
Added
 - Added database fields in preparation for allowing SAGE SMS notifications
 - Added the Resources Listing report
 - Added the option to search by profile for the Resource Utilization and Resources Past Due reports
 - You may now double-click on the Reason type in the reason picker chooser to choose it
 - Added Reports Access to group settings to manage reports permissions (full access, limited access (no additional fields and/or custom fields), or no access, per report)
 - Confirm and Reminder emails now have an option to set Reply To as Consultant
 - Added Custom Appointment recurring date options
 - Added visit time totals for the Visits by Faculty and Subject report (the Show Summary Report option includes these totals)
 - Added new group privileges to prevent access to batch visits
 - Added Copy Link as an option for public / admin docs
 - Added the option to show work visit notes in the payroll report (#2446)
 - Added the option to show unattended sessions in the SI Session Listing report
 - Added power search options to the Tasks listing (#2472)
 - Added selection options to the Tasks Listing (#2472)
 - Added more details to the Outstanding Request description in the notifications (#2471)
 - For the Survey Responses report, a new additional field has been added to show Days to Respond (#2473)
 - Added minutes and hours options to max appointment rules regarding number of appointments in # minutes or # hours
 - Adjusted max consecutive appointment rules query (per profile) (#2462)
 - Added batch create for Prospect Requests

Changed
 - The Load more button on search availabilities is colorized to be more noticeable
 - Adjusted the sort order of the Queue Listing (#2466)
 - Appointments with multi-slot booking check each duration to determine if the slot duration is available prior to saving the appointment (#2470)
 - If the Show Inactive Resources option is checked in resource reports, a column will be added to the report to distinguish active from inactive resources
 - Increased the speed of the appointment display on the schedule by pre-computing the display text on appointment save
 - Adjusted top and bottom margins for custom fields used as header titles

Fixed
 - Fixed an issue with resource being checked out until x days before end of semester when x was left blank (assume 0)
 - Fixed an issue with the Send button on mass emails being visible when the subject and content of the email are blank
 - Fixed an issue with Asynchronous appointment status of Missed containing extraneous characters (#2467)
 - Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was not active (#2469)

<hr> [1.3.10] 2024-04-16
Added
 - Added a new Block Type = Meeting and Added the this meeting to populate the calendar URL for staff
 - Added an option for multicheck custom fields to have a maximum number of choices
 - Added the bar chart option to the Average Wait Time report (#2427)
 - Added some additional options to the Usage Snapshot report, for sorting the data and choosing which data set to chart (#2438)
 - Added ability to prevent a staff from logging in to work from off campus if restrictions are imposed (#2436)
 - Added ability to expand the consultant work login to use as a Work KIOSK
 - Added "Learning Specialists" to "Name for Consultants" options (#2444)
 - Added new Prospect Request feature for sending a secure link to a Prospective Student
 - Added +7 days to the default timeline on students and staff
 - Added Availability Blocks to the list of tables that may be accessed
 - Added duplicate staff button to the staff listing for creating new staff records based on existing staff
 - Added send 2nd reminder email to the Profile Email preferences
 - Added ability to set the due date for a checked out resource to be the end of the active term (minus x days)
 - Added Subject Title Faculty as a new display option for courses (#2448)
 - Added 'this semester' to the Attendance Listing (#2453)
 - Added 'Standard View' as an option to navigate to when viewing a Custom View (#2450)
 - Added an option to require consultant on KIOSK Logout of Visit (#2447)
 - Added Visits.CustomData/isLoggedDuringClass for work visits when the Staff is linked to a Student
 - Added new copy file operation to batch for copying a file from admin-doc to ftp
 - Added a group restriction to prevent viewing grades on registration records
 - Added reports implementation of the group restriction to prevent viewing grades
 - Increased the length of the Location and Online URL fields to handle very large URLs (ie Teams)
 - Announcements can now be time-sensitive, DAY (of week) sensitive and Profile dependent
 - Added a new global system pref for allowing appointments to be moved over slots that contain missed appointments
 - Added Resource as an additional location for Custom Fields to appear
 - Added a profile preference to prevent an asynchronous appt message from being composed and appt to be re-opened after the appt is concluded (#2425)
 - Added to SurveyTrac multi-checkbox questions the option of setting max number of choices (#2445)

Changed
 - Changed the display of System Prefs -> Custom Fields. A Location and Profile menu may be used to filter which fields are shown
 - Prevent Availabilities form using Centers or Reasons that a Staff is not linked to (#2439, #2437)
 - Added additional options to the Usage Snapshot Report (#2438)
 - Prevent Custom KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
 - Faculty course list on dash sorts the courses by the active registrations, those with none will appear at bottom in grey text

Fixed
 - Fixed an issue with search availabilities from Roster Referral not working (temporary issue #2422, #2424)
 - Fixed an issue with Q2 'Bump to top of list' choosing a time too early (#2423)
 - Fixed an issue with twig for email address(es) to properly handle line breaks (#2432)
 - Fixed an issue with Show these Registrations from Students listing when the shown is is based on a static list (#2442)
 - Fixed an issue with SI Batch Visit Entry -> Select All not updating the text that displays the number of selected records
 - Fixed the scheduler headers to stay fixed at the top of the page
 - Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
 - Fixed an issue on Modal Search allowing for custom fields to work properly
 - Fixed an issue with duplicating surveys with a question that contains an apostrophe (#2456)

<hr> [1.3.9] 2024-03-14
Added
 - For the SAGE Referrals by ?? report, added the option, when grouping by assigned consultant, to email each consultant their grouped portion of the report (#2372)
 - Added the option in reports to search for 'blankornull' (#2411)
 - Added the new Search Appointment Link feature for allowing students quick access to a search for appointments option
 - Added a new report to the Students category, Visits by Week by Center (#2209)
 - Added new options for text to display when appointment is online or asynchronous (#2416)
 - Added new Resource Management tab to System Preferences

Fixed
 - Fixed an issue where auto-logged-out visits weren't sending any surveys that were set to be initiated by visit conclusion
 - Fixed an issue when sorting visit listings when visit is set to Waiting (#2417)
 - Fixed an issue when the KIOSK login time rounds to nearest x minutes, and immediately logging out might create a negative duration (#2414)
 - Fixed an issue with Moving Appointments and/or searching for Availabilities when only 1 reason to choose (issue was very brief in appearance)
 - Fixed an issue where All Staff blocks that were overridden on a specific day might still block that day (#2418)
 - Fixed an issue in Staff Certifications where sorting by name was not available (#2421)

<hr> [1.3.8] 2024-03-07
Added
 - Allow user to raise Q2 student's hand via Other ID (#2366)
 - Added Section.Title override field to allow sections to override the typical Course.Title
 - Added a View My Schedule button on the scheduler for Consultants to quickly switch back to their own schedule (#2370)
 - Added the Show Summary Report option to the Visits by Faculty and Subject report (#2265)
 - Added an option to the Survey Responses report to sort by consultant or student, besides recipient (#2278)
 - Added additional security recNums tags to all references to q2Config entry pages
 - Added an option to show faculty name/email in the Consultant Specialties by Subject report (#2330)
 - Added a new Manual Badge feature that allows Availabilities to be linked to an Availability Badge (#2376)
 - Added ability for Custom Fields to be sortable in Custom Views (#2382)
 - Added 'semester' button to Search Students modal to quickly fill the dates with current active term dates (#2374)
 - Added an option in the Survey Responses report to automatically send an email to each consultant, containing their portion of the report data (#2380)
 - Added Terms and Conditions to ResourceTypes that may be initialed and then optionally emailed to the Recipient when the Resource is checked out
 - Added a menu option in the faculty listing for sending a survey to the current list of faculty
 - If the system preference is set to mark visits that were logged in during a scheduled class time, the Visits by ?? report can now report on that data, as well as the option to only show those visits (#2392)
 - Added the Average Wait Time report within the Management section (#1266)
 - Added option to add up to 2 custom fields to the Certification listing (#2396)
 - Added ability to prevent duplicate certification types from being created (#2394)
 - Added certification custom fields to the Consultant Certifications report as additional fields to show (#2395)
 - Added hyperlinks to the Asynchronous messages that refer to documents (#2400)
 - Added the Survey Response Rate Comparison report (#2243)
 - Added the option to group by consultant custom fields in the Visits by ?? report (#2401)
 - Added student search fields to the Logins by Hour by Day of Week report, and student and visit search fields to the Attendance by Hour report (#2402)
 - Added 'Save and Close' and 'Save and New' to Resources entry (#2405)
 - Added ability for faculty to create Success Plans if faculty group is given permission
 - Added a new Maximum Appointment rules failure message preference to be displayed to Students Only
 - Added a new table access group preference for giving access to the Appointments listing while controlling access to modifications of appointments

Changed
 - Auto assign TermID to Visits in Quick Visit save visit (#2368)
 - Logging Resources In / Out does not show Inactive items
 - Constrained the Listing pages for Visits, Documents, Referrals, Survey Responses, Appointments, Assigned Success Plans when the user's group has a student list constraint
 - Added same listing constraints for Custom Views for the same tables
 - When duplicating a SurveyTrac survey, the copy is now automatically added to the current user's permission group access (#2379)
 - Favorite Reports Management in global Preferences now has broader owner reassignment, especially for favorites created or duplicated by the logged-in sysadmin (#2173)
 - When Centers are moved from one profile to another, the linked available Reasons are cleared (#2381)
 - Restricting the Visits on the Listing to a Student List now allows work visits not linked to a Student to be shown (#2388)
 - Adjusted the Resources screen to utilize two separate listing windows for Resource Types and Resources
 - Resource listing now has a selection option with associated menu and also a change field values option
 - Students listing has been modified to prevent Faculty from batch assigning Registrations to Students
 - Default search for Attendance Listing and Appointments Listing is now 'month'

Fixed
 - Fixed issue saving Terminate Visits CC Email (#2365)
 - Fixed some of the Find Duplicates fields so they can be expanded after the initial find (#2378)
 - Fixed twig tags for Resource Overdue preview (#2387)
 - Fixed an issue with twig tags not displaying in Visit Duration Warning Message (#2385)
 - Fixed assigning batch certifications after the staff is sorted by center (#2397)
 - Fixed an issue with the Registrations by ?? report, to properly show all registrations when 'Show all registrations' is selected (#2404)
 - Fixed a rare instance of clicking on a Visit in the LogListing causing Q2Config entry to open up (#2410)
 - Fixed an issue with Day Summary on the Schedule not able to allow items to be clickable when Work Visits are shown
 - Fixed an issue with custom fields linked to a center not correctly shown in appointment when 'start on new line' is checked (#2413)
 - Fixed an issue with Center choices not loading when re-opening a custom field linked to a Center (#2412)

<hr> [1.3.7] 2024-01-30
Added
 - Show Subject/Course for all students found in Add Multiple to Class Roster option
 - Added Term Code to sections list when creating a Quick Visit for a student (#2323)
 - Batch assign work plans to Staff (#2327)
 - Added ability to edit the query and query params for a Dynamic List (#2319)
 - Added an option in the SI Comparison report to show standard deviation for mean final GPA comparisons
 - Added an Edit Student button to the Visit Entry page (#2334)
 - Added the option to include consultant custom fields in the Visits/Appointments Export, as well as the option to select student visits only, student and work visits, or work visits only, for the visits export (#2321, #2326)
 - Added the option to search by pay code in the Consultant Additional Detail Listing payroll report (#2349)
 - Added the option to sort by Percentage Completed (high to low, or low to high) in the Success Plans and Work Plans reports (#2346)
 - For the SAGE Referrals by ?? report, showing completed actions now includes dates and notes (#2353)
 - Added ability for Work Plan emails to go out in the mornings (#2354)
 - Added 'Required' option to SAGE Custom Questions

Changed
 - Removed Power Search option from Audit log listing (#2322)
 - Show in person location on popup information for availability
 - Account for Center Specialties when listing subjects for a search availability widget when linked to certain centers (#2318)
 - Deactivated Sections that are linked to an Appointment are now visible in Appointment entry menu choice (#2333)
 - Adjusted the default template for Success Plans (#2336)
 - When the clicking the Appointment.SchedVisitStatusIcon link, the Appointment will be adjusted to attended (#2337)
 - Changed the default for loglisting records to 20
 - Referrals Listing for Admins now honors the Referrals Types group preference (#2362)

Fixed
 - Fixed an issue when attempting to delete a List from Students Listing when the List has an apostrophe in the name (#2325)
 - Fixed an issue where Success Plans were not able to be deleted (#2335)
 - Fixed an issue with Utilization 'This week' search (#2343)
 - Fixed an issue with Faculty being able to view Success Plans in Student entry screen (#2345)
 - Fixed a temporary issue with Custom Views not being able to be loaded due to increased security (#2342, #2345)
 - Fixed a minor issue with Referrals Assigned menu icon not position correctly if zoomed in (#2356)
 - Fixed an issue with CC'ing an address on roster batch send email (#2357)
 - Adjusted the position of the menu that appears when the pencil is clicked in a standard linkfield menu object (#2358)
 - Adjusted the positioning of the Work Buttons on LogListing automatically after the page loads
 - Fixed an issue with Visit Durations allowed to be negative values (#2364)
 - Fixed an issue with using the Move To button to move a student's appointment onto a time where that student has a previously cancelled appointment (#2363)

<hr> [1.3.6] 2024-01-03
Added
 - Added ability to link a Task Trigger Button to specific Group(s) (#2295)
 - Added more optional fields to the User Detail report (#2290)
 - Added sorting options to the Center Schedule report, as well as the option to show the number of appointments per sorting (#2196)
 - Added a report option to Visits by ?? and Students Visits Summary reports to include visit totals by appointment type (Group, 1-on-1, Drop-in) (#2113)
 - Added Watch List indicators to group roster (if Appointment Display preference is checked for the Watch List) (#2308)
 - Added optional Step Start Date (or Days offset) to Success Plan Steps
 - Added the feature to duplicate saved favorite reports (#2104)

Changed
 - Batch visits are now tagged with the REQUEST_ID for auditing purposes (#2297)
 - Visits entry no longer shows Entered date time when the profile does not track waiting time
 - Appointment duration menu choices will be disabled if the time will extend outside the overall availability (#2291)
 - Quick Visits and Workshop visit saving will automatically set the EnteredDT field value to the Time In if no EnteredDT information present (#2302)
 - Automated reports set to use time frame of Last Week, Last 2 Weeks, Next Week, This Week now use the schedule calendar default start day preference for determining the starting day of the week (#2163)

Fixed
 - Fixed an issue with Log Resource button not working for Students with apostrophes in their name on Log Listing (#2299)
 - Fixed an issue with show contact info for students on Appointments not showing when Preferred is not the choice (#2298)
 - Fixed an issue with Manual Track Flows possibly not processing (#2296)
 - Fixed an issue with the Students Visits Center Grid report for showing student pronouns (#2305)
 - Fixed an issue with Chained SuccessPlans

<hr> [1.3.5] 2023-12-06
Added
 - Added Student UserName to SI Batch scan student identifiers (#2247)
 - Added more power to the Profile's Max Appointment rules, allowing multiple search values and the ability to search excluding a value (#2255)
 - Added blank option for Reason and Consultant choices to Custom KIOSKs
 - Added additional sort capabilities to Log Listing (#2267)
 - Added ability to link an inactive section to an old visit record (#2272)
 - Added Work Plans report (#2193)
 - Added ability for Students to Cancel asynchronous appointments (or delete) if within tolerance time
 - Added an additional column to the Workshop Roster displaying the student ID column chosen in Student Entry preferences for which ID to show on drop search (#2279)
 - Added a SurveyTrac option to prevent responses from being submitted after the survey period is over (#2281)
 - Added Student and Consultant satisfaction for Visits as a standard field with group preferences
 - Added new custom field type: Radio Icon Option
 - Added ability to display custom fields in menus with Values different than the displayed title
 - Added new custom field type: Image Menu Field
 - Added Ability to Add Notes to Attended and Selected Visit records form the Class Roster modal (#2286)
 - Added report option for "Students Visits/Appointments by ??" to show deleted appointments, and the option to apply the report date range to the appointment last-modified date (#2282)
 - Added a new option for Students to be auto-registered in a Section based on a List
 - Added the option to display consultant custom fields to the Q2 visits report (#2284)

Changed
 - SAGE Referral buttons are affixed to bottom of window (#2250)
 - Now hide the message on the Q2 Raise hand window saying it's safe to close the window when the location is Q2Remote (#2257)
 - Adjusted the appearance of Currently Logged in Consultants (font size larger) (#2269)
 - Adjusted the display formatting for student list on batch QR Code display (#2274)
 - Adjusted the list of reasons available to a search widget based on the linked centers for the search option widget (#2280)
 - Adjusted the Add Notes to... on the Group Roster to show notes fields for linked profile (#2285)
 - Adjusted the Add to Roster to choose the active registration record when there are multiple registrations for a student similar subject (#2288)
 - Updated Font-Awesome to 6.0, update MUI to latest

Fixed
 - Fixed an issue with sometimes saving a referral causes a blank page to appear (#2249)
 - Fixed an issue with some Listing Names being displayed improperly in the Student List menus (#2253)
 - Fixed an issue with KIOSK QR Code (touchless signin) asking for confirmation of BIO when setting was disabled for KIOSK (#2254)
 - Fixed Error 500 when running Logins by Hour by Day of Week with Additional Searches (#2252)
 - Fixed a temporary issue with inability to create new Staff records (#2245)
 - Fixed the local staff password change success message (#2256)
 - Fixed an issue with quotes in consultant name on Q2 Queue (#2260)
 - Fixed added server level protection against students attempting to book an appointment after the time has expired (#2261)
 - Fixed an issue with Success Plan step computation determining which step is next to complete (#2262)
 - Fixed an issue with appointment saving recalculating the linked overlapping availability (#2258)
 - Fixed an issue with adding multiple students to a group roster (#2270)
 - Fixed an issue with Automated Terminated Visit email not using the preference (#2266)
 - Fixed an issue with hiding a specific appointment status on the Student timeline (#2275)
 - Fixed an issue with survey responses being able to be submitted after a survey is made inactive (#2281)
 - Fixed an issue where the payroll report option of rounding individual visit times first may calculate the wrong total visit time (#2264)
 - Fixed an issue with some reports not including locked group availabilities (#2287)
 - Fixed an issue with the Success Plans report, where it would fail if there were deleted plan steps (#2293)

<hr> [1.3.4] 2023-11-01
Added
 - Added Profile badges for search availabilities
 - The Optional: In-Person vs Online Appointments report now has the option to include asynchronous appointments (#2212)
 - Added a new system preference for hiding the login option from the class roster (#2228)
 - Added a new report, Faculty Student Visits, a faculty-only report showing student visits for sections assigned to the logged-in faculty (#2080)
 - Added the report option to search by student Other ID in Student Search fields for numerous reports (#2206)
 - Added the report option to search by visit reason category in Visit Search fields for numerous reports (#2222)
 - Added the report option to group by "Scheduled by" in the Students Visits/Appointments by ?? report (#2192)
 - Added student missed as a status for Asynchronous appointments
 - Added a new report, Student Fields in the Students category
 - Added Flag Pref text to define flag colors
 - Added search availability widget option to link to arbitrary number of centers

Changed
 - This version finalizes a series of changes and improvements starting with version 1.2 that aimed to enhance performance, reliability, and scalability.
 - Trac Database updated to the latest RDS Aurora 3.04
 - Engine is fully optimized for PHP 8.2 Preloading and JIT
 - PHP Engine tuned for performance and TTFB ("time to first byte")
 - Linux Kernel 6+
 - 15-35% performance improvement per web request
 - 50% more request throughput per server
 - up to 25% faster imports

 - When there's only one reason choice for a Q2 Table, it will be chosen automatically in the raise hand modal
 - Copy the KIOSK Username to the first name field automatically on save (#2227)

Fixed
 - Late cancellation status not using "Status for Missed" preference (#2220)
 - Editing a course list from within another course list causes the added items to be changed to a blank course list (#2218)
 - For the SI Session Listing report, if a visit is connected to an appointment, and the appointment status is then set to Missed, the visit won't be included in the report (#2216)
 - Fixed an issue with All Staff reserved blocks blocking other centers during nightly calc missed (#2225)
 - Fixed an issue with QR Codes for SI Batch visits requiring an enrolled section when no section defined (#2223)
 - Fixed an issue when attempting to add a student to roster, if it fails, it was not showing an error (#2238)
 - Fixed an issue when moving an online appointment from one availability to another, new online location set for appointment (#2240)
 - Appointment move button now appears when the availability is asynchronous-enabled (but the appointment must be online or in-person) (#2251)
 - Fixed a temporary issue with creating new Registration record from Registrations listing (#2244)

<hr> [1.3.3] 2023-10-13
Added
 - Added a new System Preference that allows the system to mark visits that were logged in during a scheduled class time (#2208)
 - Added ability to show watchlist icons on dashboard at the search widgets for those visible to the Appointments (#2213)

Changed
 - Changed default templates for Student / Staff confirmation and Student reminder emails
 - Adjusted student timeline to show only allowed Surveys (#2214)

Fixed
 - When students mark an appointment as Canceled after the grace period, appointment will automatically be marked as Cancel - Missed (#2211)
 - Fixed an issue with Ad Hoc appointments not being able to be saved due to an error saying 'slot already taken' (#2210)
 - Prevent system from logging out a student when visit notes edited from dashboard utilization widget (#2217)
 - Fixed an issue where a batch QR Code might allow a student to log a visit to a section when non-enrolled in that section (#2215)

<hr> [1.2.34] 2023-10-12
Added
 - Added new tracking for students that search for an availability and find 0 results (#2178)
 - Added new functionality, 'Work Plans' which will allow campuses to track consultant work hours for certification / training tracking.
 - Added new functionality for student timeline filtering, added an Emails button (#2186)
 - Added new functionality for max appointment rules, 'with Same Profile' (#2185)
 - Added the count of processed referrals on the SAGE Referral Snapshot report (#2188)
 - Added the currently enrolled status indicator to the Appointments listing as well as a power search field Inactive (#2197)
 - Added a warning when the modality of an appointment is changed from how it was saved as well as a warning profile preference.
 - Added a message to the sections search when no section found in a batch visit entry (#2198)
 - Added Staff Member as a new name for consultants in profile prefs (#2203)
 - Added Recurring Dates tag to Appointment Reminder emails also added Recurring Dates Text to confirmation and reminders (#2200)

Changed
 - Changed the wording of the max appointment rules entry where it references 'All Students' versus 'The Student' (#2175)
 - Adjusted the status assignment for student cancellations of a series of appointments, successive appointment status will be 'CANCELED - DELETED' (#2195)
 - Adjusted the wording for subscribing to a personal calendar via URL to be more generic (removed reference to Outlook)
 - Adjusted Log Listing change visit status dialog to only enable the change status button after the consultants have loaded (#2207)

Fixed
 - Fixed some minor issues in preparation for new Trac Engine release
 - Fixed a potential security issue with document listing being shown on new appointment entry on PHP 8.0+
 - Fixed an issue with Custom Views not being accessible (#2180)
 - Fixed an issue with Saving student data containing only certain custom fields (#2179)
 - Fixed an issue with Q2 QR Codes redirecting to a blank page (#2174)
 - Fixes issue with student cancelling appointment with a reason containing '#' not working (#2182)
 - Fixed an issue with 'yesterday' being chosen in SAFE referrals listing (#2183) (date format issue)
 - Fixed an issue with finding a subject in Quick Visits (#2184)
 - Fixed an issue where Visit Notes may appear when group setting is Hide Notes (#2189)
 - Fixed an issue with SAGE referral additional questions and answers containing quotes (#2190)
 - Fixed an issue with Course List saving and relating to all Faculty, linked to no courses (#2194)
 - Adjusted navSearch options in Attendance Listing to discriminate between isWork for Visits and isWork for Reasons (#2191)
 - Fixed an issue in SurveyTrac's Notify Results Email, to correctly show the name of the survey taker
 - Fixed an issue with utilizing custom searches (#2205)
 - Fixed a message that would diplay about modality changes regarding asynchronous appointments (#2202)
 - Fixed an issue with Terms and Conditions for Students infinitely looping (#2201)
 - Fixed Saving an in-progress work visit caused it to appear in the Log Listing (#2199)

<hr> [1.2.32] 2023-09-26
Added
 - Added an option for Batch QR Codes to auto enter center notes (#2158)
 - Added an option for Batch QR Codes that intersect with existing visit records to auto logout or split the visit (#2159)
 - For SAGE module, SAGE reports can now display referral actions (#2161)
 - Added a profile option to prevent student scanning a QR Code prior to the code being allowed: no sooner than (#2164)

Changed
 - The Move appointment button and dragging appointments will now avoid times where the student is already booked (#2162)

Fixed
 - Fixed an issue with dropin SMS reminders always assuming the dropin location is online (#2160)
 - Fixed some minor availability movement weirdness when the DAYS doesn't match the new date for the availability (#2095)
 - Fixed a SurveyTrac issue where, if a response is connected to a staff and student, make sure to send the response to the recipient based on UID
 - Fixed move button for Appointments shown from the TimeLine (#2171)

<hr> [1.2.31] 2023-09-22
Added
 - Added ability for students to view previously accepted Terms and Conditions (#2121)
 - Added ability to add custom fields to SI Batch Visits (#1219)
 - Added an option to Hide a Center from Center Choices on Work Visit login (#2129)
 - Added ability to add 'with Same Section' to Max Appt Rules (#2133)
 - Added Potential Actions to Referral Types and Completed Actions to Referrals (#2125)
 - Added toggle show/hide capability (with cookie load default value) to the Q2 Help List and Wait List (#2142)
 - Added Reason to Availability blocks on schedule when Reason is assigned to availability (and not subject) (#2134)
 - Added ability to link a student to multiple assigned advisors via a student field with multiple values (#1982)
 - Added Staff.FirstLast to Staff NavQuery and Students.Full_Name2 to Student NavQuery
 - Added ability to hide certain custom fields from the SI Batch Entry
 - Added option to Center Schedule report to show appointment status (#2145)
 - Added student fields, including custom fields, to the Visits by Assigned Advisor and Student report (#2105)
 - Added new option on Watch Lists to enable / disable displaying on KIOSK login / out.

Changed
 - Order of Centers listing has been adjusted on KIOSK log in, they are now sorted by Name (#2131)
 - Adjusted how online optional slots are computed when the only booked appointment in a group is cancelled (#2036)
 - Moved the Assigned Success Plans menu from Other menu to the Other -> Listings... submenu
 - Adjusted Resource checkout for always available items (they were never intended to be returned) as auto returned (#2146)
 - Adjusted the search availability to exclude availabilities for otherwise booked consultants due to appointments in centers other than the one(s) searched (#2143)
 - Adjusted the icon for the Q2 Cancel Table help from the X icon to a trash can icon with more descriptive text in the dialog

Fixed
 - Fixed issue with timezone settings causing display of appointment to show correct time but wrong date (#1911)
 - Fixed an issue with security being too restrictive on QR Code logout with visit notes (#2128)
 - Fixed an issue with TimeLine Documents, clicking on the name would open a blank page (#2130)
 - Student Center Visits was not showing today's visit on 'This Week' search (#2135)
 - Fixed an issue with downloading some appointment documents (#2136)
 - Inactive Success Plans no longer send emails (#2139)
 - Fixed an issue with chosen Section not being shown on Referral Types with Annotated Rosters (#2144)
 - Q2 Setup menu now fixed in place no matter the scroll (#2141)
 - Fixed an issue with appointments overlapping a block for same consultant but in another center (#2153)
 - Fixed an issue with work visits linked to a QR Batch Code showing as null (#2151)
 - Fixed an issue with Search Availability widget linked to some Student dynamic lists not working
 - Fixed an issue with Students with no email address causing announcements to not be drawn on KIOSK for those students
 - For SurveyTrac, surveys directed to tutor/advisor/counselor via 'Display during visit entry' going forward, will show student information related to the visit in reports (#2140)
 - Fixed an issue with possible consecutive appointments prevention not being honored in certain cases (#2155)

<hr> [1.2.30] 2023-09-01
Added
 - Added Group Options for Student Entry Tabs 2 - 5 (#2088)
 - Added option to exclude inactive students on SI Batch Visit entry search (#2087)
 - Added option in Profile Scheduling Prefs to default Max Students value on new availabilities (#2086)
 - Added ability to add multiple students to a group roster (#2081)
 - Choose a date & center on search availability now constrains the center choices ot the search availability widget prefs (#2097)
 - Twig tags are now available in Q2 Instructions email (#2094)
 - Added Receive SMS Alerts field to Step 2 of the Import modal (#2093)
 - Added a Load Default button to many of the standard emails in profile preferences (#2077)
 - Fixed an issue on search availability when choosing the group of services menu reverting to 'All Groups' (#2108)
 - Added preference to Q2 configs to confirm the start of a table visit (#2110)
 - Added ability to specify the record sequence of a test record when previewing appointment emails, etc. (#2111)
 - Added ability for Asynchronous 1 on 1 appointments to be booked
 - Added additional modifier 'same consultant' for preventing consecutive appt booking (#711)
 - Added custom email options for termination and modification emails (#2115)
 - Added Student Confirm Bio and Staff Confirm Bio as Location Options for Custom Automations
 - Added automated emails fo batch assignment of Success Plans from Student listing (#2119)
 - Added ability to adjust a single day of an availability by creating a day block and a new availability (#1541)

Changed
 - The Process Activations button in the Terms preferences is now no longer hidden (#2107)
 - When Appointment record saved with No Status (Upcoming), system will unlink from a potentially linked Visit record (#2114)

Fixed
 - SAGE Referral followup date displays the date of the followup (no time) (#2098)
 - Fixed Saved Searches linked to Custom Views (#2078)
 - Fixed an issue Q2 Instructions email having a missing link to Raise Hand (#2109)
 - Fixed an issue with 'or' clauses and numeric fields in navSearch, you may not provide quotes to prevent a wildcard character from being added to the search criteria (#2106)
 - Fixed issue with charts on students listings not working when the search criteria included Appointments or Registrations (#2099)
 - Fixed an issue with reports that used a dynamic list based on a terms search not working (#2112)
 - Fixed an issue with Unselect All option in Attendance and Registrations listing not working (#2118)
 - Fixed an issue with students not being able to cancel all appointments in a series (#2120)

<hr> [1.2.29] 2023-08-11
Added
 - Added a range slider question type to surveys (#2021)
 - Added a secondary enter your ID label preference for batch visits only (#2038)
 - Added a new system preference for consultant work logout prompt for work notes (##2050)
 - Added menu pickers for Survey to link to Reasons and Subjects (#374)
 - Added option for page inactivity timeouts (#2053)
 - Added Last Month option to Utilization widget (#2058)
 - Added a new twig function to add a custom CC email address to an email (#2056)
 - Added an optional Center field for Terms and Conditions (in addition to the Profile field)
 - Added ability to set the calc missed from date to be the start of the current term automatically (#2066)
 - Added subject search option to Appointments/Visits Utilization report (#2048)
 - Added option in Students Visits Cleanup Data report to only show appointments for the center(s) selected (#2070)
 - Added Navigators to list of consultant types (#2073)
 - Added a Show All button to Change Consultant modal to ignore linked consultants only list (#2074)
 - Added Search by Student ID to Document Listing search (#2075)
 - Added subject search option to Appointments/Availabilities by Hour by Day of Week report (#2068)
 - Added option to show student pronouns on numerous reports as an additional field to show
 - Added an additional search availability widget (6 total)
 - Added ability for search availability widgets to be linked to the modality (in-person, online or asynchronous)
 - Added ability to add multiple students to a group roster (#2081)

Changed
 - Added ability to allow Profile admins to access Success Plans listing when table access prefs privileges granted (#2037)
 - When a group appt with optionally by slot online or in-person is deleted, the time slot preference is recalculated (#2036)
 - Q2 Log Off button that displays after a QR Code scan for students adjusted to Close with a message saying it's safe to close (#2044)
 - Compressed the reasons and recommendations in the Referral Type entry so more items may be shown in a smaller area (#2043)
 - Change wording of prevent students / staff booking consecutive appointments to be inline with actual functionality (#2064)
 - In-Person Availabilities that have not been booked after the time period expires become dropins, adjusted to allow online availabilities act the same (#2067)

Fixed
 - Fixed an issue with server timezone different than center timezone and list of appointments appearing with 24 hour offset from midnight to 1am (#1911)
 - Fixed an issue with blank tiles in KIOSK still being clickable to log a student out (#2047)
 - Fixed an issue with an apostrophe in a Centers name preventing it from being selected as the default choice in an Appointment entry (#2046)
 - Fixed an issue with Availabilities in the future (farther than 25 days) expiring too quickly to a student when the 'No Book Later than' preference is blank (#2045)
 - Fixed an issue with Course list items removal using Subject-Course-Section-Term (#2051)
 - Fixed an issue with Work Visit filter on Staff timeline not sowing work visits (#2049)
 - Fixed an issue with Availability badges being shown for all profiles (#2057)
 - Fixed an issue with UTC+1 or more duplicating first day column on a week schedule in the scheduler (#2059)
 - Fixed an issue where a user's group does not have edit schedule capability for a center, yet the appointment move button was being shown (#2061)
 - Fixed an issue with duration emails exceeding a certain number of minutes still being sent out when option is set to off (#2062)
 - Fixed a typo in the description for the search availability preferences
 - Fixed an issue with single quotes in Referral Type Reasons and Recommendation names (#2071)
 - Adjust sort order on loglisting and queue listing so those waiting longer will appear sooner (#2084)

<hr> [1.2.28] 2023-07-11
Added
 - Added Center Fund to Visits Export (#1975)
 - Added option to show visit details on Success Plans report (#1862)
 - Numerous reports can now search sections by Course List (#1977)
 - Added static QR code as a Custom KIOSK option in profiles
 - Added options to Hide Sage Notes and Additional notes from Faculty only (#1997)
 - Added option to include inactive assigned success plans in the success plan report (#2004)
 - For SurveyTrac, added the survey option to send via 'Email after # of visits during survey period' (#1855)
 - Added options for showing subject and reason while in Q2 Queue Mode (#2022)
 - Added twig sidebars for Welcome Messages in System Preferences (#2019)
 - Added twig tag options for Surveys (#2016)
 - Added preliminary version of TracFlow Automations module for beta testing
 - Survey Snapshot report can now display pie charts, bar charts, or line charts of survey answers (#1859)
 - Added Visit Time Out to Utilization widget (#2032)
 - Usage Snapshot report can now also display bar charts or line charts (#1901)
 - Added Preview button for System Preferences colors (#1813)
 - Added availability expiration message to Appointment Save for students (#1852)
 - Added ability to start and stop an appointment's visit for 1-on-1 appointments from the scheduler (#1726)

Changed
 - Dropin notification reminders will not send to student if the availability has been deleted (#1996)
 - Moved blank option to top of list in places where blank choice is allowed (#1985)
 - Increased the font size of Q2 Login modal (#2006)
 - Removed data form appointment - consultant tab from tml structure (#2017)
 - Quick Visit entry: changed timing of loading consultants menu to after centers loaded (#2011)
 - Added Q2 Config option for playing a sound when a student raises their hand (#2014)
 - Adjusted the formatting of table and staff name on queue listing so table and staff name stay inside their appropriate boxes at larger magnifications (#2014)
 - Postpone computation of courselist specialties if courselist is applied to more than 20 consultants or 20 centers (#2025)
 - Running the Visits/Appointments export manually with more than one year of data runs the export as a job (#2010)
 - Removed redundant 'allow user to manage resources', instead base this on ability to edit Resource Types in table access (#2034)

Fixed
 - Fixed an issue with Success Plan emails not opening from Timeline (#1974)
 - Fixed an issue with dots in Campus Codes
 - Dropin notifications for online availabilities go through the secured URL (#1978)
 - Dropin notifications for online availabilities show time in am/pm format (#1978)
 - Inactive centers hidden from Work Reason chooser (#1980)
 - Fixed change field value on Staff (#1986)
 - Allow public doc URLs to be emailed (#1987)
 - Fixed Show these faculty from registrations listing (#1988)
 - Fixed a method of creating a null visit when a visit has been deleted but a user attempts to make a Q2 request based on the old deleted visit (#1989)
 - Fixed an issue when the appointment online enter session rule doesn't have a value for no start later but does have a value for no start before end of appointment (#1990)
 - Send Visit Duration Notifications will now use the templates in hte profile preferences (#1995)
 - Saving a student list for search availabilities did not work for widgets #3 and #5 (#1999)
 - Fixed an issue with KIOSK QRCodes not working due to static QR Codes change (#2007)
 - Fixed an issue when adding a student with an apostrophe in name to Workshop Roster (#2012)
 - Fixed a refresh issue on Q2 Queue where the list is now updated for every student login or out of the queue center (#2015)
 - Hide Inactive Custom KIOSKs from KIOSK menu listing (#2018)
 - Confirmation notifications on timelines are now clickable (#2020)
 - Fixed and issue with editing System Prefs -> Custom Fields in Chrome browser (#1981)
 - Fixed the display of linked Reasons to Centers when the Reason is available for all Profiles (#2033)
 - Fixed issue with Referral Listing columns not being sortable (#2035)

<hr> [1.2.27] 2023-06-01
Added
 - Added multiple change field value fields to Staff listing (#1967)

<hr> [1.2.26] 2023-05-30
Added
 - Added Asynchronous availabilities for asynchronous appointments
 - Added a Duplicate button on the Success Plan entry and the Step Listing for a Plan (#1928)
 - Added Change field value for Admins to the SAGE Referrals Listing (#1934)
 - For SurveyTrac, preference option in 'Dashboard Charts and Dashboard Surveys' allows hiding the surveys panel from the dashboard if there are no pending surveys
 - For the Resource Utilization report, staff that processed the checkout and return have been added (#1930)
 - Added Email and Staff Sequence optional fields to User Detail report, and Last Access field is now being updated (#1951)
 - Added more optional fields to the User Detail report
 - Added a convert appointment to asynchronous button to the appointment entry for staff only for profiles that allow asynchronous profiles
 - Added change field values to Staff listing (#1967)
 - Added 'Subject CRN' to choices for format to display subject (#1968)
 - Added display subject preference using CRN now also causes CRN to be displayed in sections list in batch visit entry
 - Added Consultant Fund and Center Fund to the Visits by ?? report, for grouping by or as an additional field (#1975)
 - For SurveyTrac, there's a new 'Initiated Via' setting: 'Email after 1st visit per consultant during survey period' (#1857)
 - Added option to show visit details on Success Plans report (#1862)
 - Added reports option to search by Course List on numerous reports (in Additional Search, Registrations Search section) (#1977)

Changed
 - Asynchronous widget will now only appear on dashboard if 1 or more profiles have the preference activated
 - Success Plans for students will not be show on student dashboard if the assigned plan is deactivated or the success plan itself is deactivated (#1931)
 - Dropped the display of the unused document field 'Follow Up By' (#1929)
 - Resource reports allow the option of showing checkout notes
 - Adjusted registrations Assignment Grid view to allow searching for Total Points (#1935)
 - Use "KIOSK Enter ID label" for Ad Hoc QR Code text (#1932)

Fixed
 - Fixed an issue with email templates sometime not being editable (#1924)
 - Fixed an issue with max appointment rules and In Person only appointments (#1920)
 - Fixed sorting of reasons on dashboard to use the sort code (#1955)
 - Fixed an issue with Success Plan Step completed email (#1961)
 - Minor security updates (#1956 - #1960)
 - When booking a recurring appointment check to prevent double booking on future dates (#1964)
 - Fixed a couple typos (#1965, #1966)
 - Fixed duplicating a group from profile causing an invalid search bar to appear (#1969)

<hr> [1.2.25] 2023-05-02
Added
 - Added ability to duplicate courselist items (#1851)
 - Added Next and Previous buttons to Student, Staff, Faculty and several other entry page navigation
 - Added Custom Notes to availability blocks for internal staff documentation about availability issues (#1921)
 - Added "Writing Fellow" to "Name for Consultants" options (#1919)
 - AddedCustomizable text on local login screen (#1914)
 - Added option to allow Custom Kiosks to display consultant login button (#1909)

Changed
 - Surveys Listing Active field is sortable (#1899)
 - Students Visits Cleanup Data report now allows changing the visit or appointment consultant (#1867)
 - Changes to sort order of sections in a course list (#1918)
 - Added a conclude icon to Q2 list of helped (#1917)
 - Resources reports now include staff checkouts, with option to sort by staff (#1910)

Fixed
 - Fixed issue with saving an availability block when no meeting type chosen (#1998)
 - Fixed a log resource issue (#1923)

<hr> [1.2.24] 2023-04-17
Added
 - Added some special student fields to Student import field assignment process (#1882)
 - Added new profile preference for the ability to customize the emails that go out when multiple cancellations / misses cause auto cancellations of appointments
 - Added ability to retrieve the Block - Description as a twig tag in an appointment that was blocked on the schedule
 - Added QR Code to Student Confirm BIO on login when email for student is inaccurate or missing (#1866)

Changed
 - Removed the unneeded global preference 'Display Receive SMS' (uses Group preference for access) (#1878)
 - Moved several profile preferences into a new Advanced Preferences category (#1877)
 - New Availability looks activated
 - Next and previous navigation buttons on scheduler are now disabled while the calendar data is loading (#1887)

Fixed
 - Saving a success plan might duplicate the steps (#1894)
 - Ad hoc appointments will allow you to choose In person or online (#1896)

<hr> [1.2.23] 2023-04-07
Added
 - Added new fields to database to handle built-in asynchronous appointments
 - Prepared new interface elements that will in the future display asynchronous appointments
 - Added Custom Views to Appointment Listing (#1846)
 - Added Section and TermCode to Students -> Attendance Listing (#1843)
 - Added indicator badge to scheduler to indicate In-Person availabilities (versus Online) in preparation for asynchronous availabilities in future
 - Added checkbox options in Consultant Max Hours and Non-Duplicated Appointment Time report whether to include missed appointments in the report, as well as showing appointment subject, reason, and location
 - Search by section schedule Day and Time on Registration listing and Via Student search form
 - Added WatchLists to available twig tags
 - Added new Group Preference called 'hide Is Work' to hide Is Work button from Quick Visit entry
 - Added new Group Preference which prevents 1 on 1's from being displayed as drop in when the scheduling time expires
 - Added new preference to search availability widget to prevent similar availabilities from being stacked
 - Added ability for admins to modify the linked person for a document
 - Added new Profile preference affecting KIOSKs that allows the student to log in to an appointment for a center in the same profile as the KIOSK
 - Added a new preference in Appointment scheduling that prevents a visit from being created when entering an online session
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended and a visit already exists that surrounds the appointment start
 - Added Referrals Listing to the Listings menu and Sorted the Listings by Name
 - Added a new report, Optional: In-Person vs Online Appointments (#1453)
 - Added confirm Bio search to student Listing (#1864)
 - Added Minimum duration option for Visit Steps (#1860)
 - Added Birthdate to the list of confirm Bio Student fields (#1865)
 - Added a new report, Student Search Availabilities (#1222)

Changed
 - Changed: do not show Student Blocked by Time message for Drop In blocks
 - Changed: Visits by ?? report and Visits by Faculty and Subject report now allow Faculty Email as an additional field to show (#1870)

Fixed
 - Fixed saving issue from Success Plan entry via popup (regular entry was working properly) (#1849)
 - Fixed a display issue with Documents Listing (showing inactive when not necessarily inactive) (#1845)
 - Fixed an issue with hide DropIns from student per search availability widget
 - Fixed typo in second selection deletion prompt (#1871)
 - Fixed an issue with saving resources showing a resource no longer checked out (#1874)
 - Fixed a script error issue on KIOSK Choose Consultant options (#1844)

<hr> [1.2.22] 2023-03-23
Added
 - Added Appointments listing to Other->Listings menu (for Admins only)
 - Added TimeLineEvents entry screen so the event may be viewed by Admins or deleted by a SysAdmin (#1814)
 - Added Survey option to auto-resend survey emails for unanswered responses (once) after # days (and optionally, after that, continually resend every # days). Also an option in Survey, Responses tab to exclude responses from being re-sent. (#1109)
 - Added categorization option to the notifications modal and ability to hide a notification from the notification listing (#1815).
 - Added ability for Redrock staff when setting up imports to drag and drop to move or copy import batch items from one batch to another.
 - Adjusted the borders or the roster list of the class roster modal to make it look more like other listings.
 - Added a new SAGE report, Referrals by Student and Appointments/Visits (#1816)
 - Added ability to prevent an appointment reminder/confirmation/missed email from being sent if the email body contains: #ACTION:DO NOT SEND#
 - Added a remember student option on batch visits to allow multi-logging for the same student (#1838)
 - Added a new management report, Consultant Max Hours and Non-Duplicated Appointment Time (#1711)

Changed
 - Slots found on search availability grouped (stacked similar) according to time, date, center, type , location... added online (#1825)
 - Adjusted AdHoc QR Code to work when drop in availability is linked to a course list (#1827)
 - Success Plan entry screens nowshow the name of the success plan in the app bar at the top of the screen (#1831)
 - Success Plan email entry: the pop over editor will not activate the full WYSIWYG editor, but clicking on the line to show the full screen version of the email will invoke the WYSIWYG editor (#1830)
 - Visits/Appointments Export, in the Number of Days to Export field, another option is a range of days, i.e. 14...7 would export from 14 days ago through 7 days ago. (#1738)
 - Staff only sections will not appear on KIOSK login for students (#1836)

Fixed
 - Hide inactive custom questions on KIOSK log in / out (#1820)
 - Hide inactive Q2 Configs on dashboard (#1819)
 - Make Continue button on KIOSK log out keyboard accessible (#1818)
 - Surveys marked for Display on Document Posting was causing dashboard to not load for Students (#1821)
 - Group staff listing does not need the selection menu option at top of list - removed (#1824)
 - Some Resource checkouts weren't being shown on student timeline due to the change that allows staff to now be able to check out a resource (#1826)
 - Fixed word wrapping of checkboxes when the label won't fit in the intended area (#1822)
 - Fixed an issue with search availability widget preference to hide profile option not working (#1829)
 - Fixed issue where certain students migh see a duplicated announcements on dashboard (#1834)
 - Fixed an issue with SAGE notes and additional notes hiding when referral type option checked. Also Custom Questions now says Additional Questions (#1835)

<hr> [1.2.21] 2023-03-09
Added
 - Added ability to change consultant time check mode to bi-weekly (#1768)
 - Added Staff LastFirst and FirstLast fields to power search which allows consultant linking to students (#1784)
 - Added new report Appointments/Availabilities by Hour by Day of Week
 - Added Center and Profile to Outstanding Appointment requests (#1787)
 - Added an option to allow student to choose Other when logging in to a center and there is a prescheduled appointment (#1796)
 - Added new system preference to toggle Student Upload documents to their dashboard
 - Added new option for profile preference regarding choosing a consultant on login: you can now make the consultant required (Yes, No, Yes Required) (#1809)

Changed
 - Adjust time line indicator on scheduler when center chosen and time is not the same as current browser time (#1778)
 - Only Redrock developers may now create a system wide announcement to campuses (thank you Billy).
 - Allow registration custom fields to be viewed in Visits by ??, Students Visits/Appointments by ?? and Usage Snapshot reports (#1781)
 - Registrations by ?? report now allows grouping by Subject/Course/CRN (#1807)
 - Reports using Registrations section of Additional Search now includes searching by registration status (#1802)
 - Availbility slots will use availability preference for multi-slots when accessed via search availability (#1810)

Fixed
 - Fixed an issue with outstanding appt requests - followed up by person (#1782)
 - Fixed a too strict logic issue when determining if a consultant can cancel an appointment from the dashboard (#1785)
 - Fixed 'birthdaytoday' phrase search on student listing to additionally honor 'search active' (#1790)
 - Fixed issue with student name with back tick (`) causes not able to search for an availability (#1792)
 - Fixed surveys sending to tutor/advisor/consultant after student visit, when set with 'Email after visit' and Tutor/Advisor option is checked (#1775)
 - Fixed when staff removed from a center the visit entry will now still show the assigned conultant for older visits (#1795)
 - Fixed a typo for student document upload button (#1803)
 - Fixed an issue with annouuncements not showing on Dashboard (#1801)
 - Fixed an issue with visit with First Available originally chosen auto choosing the first consultant on the list (#1805)
 - Fixed an issue with search availability showing Profile choices to the Student (#1806)

<hr> [1.2.20] 2023-02-27
Added
 - Added new Task report
 - Added Subject and Course as separate additional fields to show on Visits by ?? report
 - Added Watch List indicators to Registrations Listing
 - Added Show these Registrations to Students Listing
 - Added various minor changes to Success Plans (#1773) including auto assign consultant and edit record link
 - Added a notification message if roster appt status could not be changed due to network error (#1780)

Changed
 - Modified student & staff timeline items to show light grey background for Extra Detail items
 - KIOSK Sort code for staff can now also sort the staff on the scheduler (#1746)
 - Added a message to SI batch visits area show the total number of SI Visits created (##1753)
 - When adding a new roster appointment, pre-assigned subject and reason are now displayed in the roster item (#1754)
 - Only user-allowed task types are now shown in task entry and listing (#1759)
 - Added a Notes Required option to profile preference to allow Notes to be required in Visit Entry
 - Added a Cancellation Reason required to system preferemces (#1758)
 - Adjust privileges for Staff that are not Admins: no deletion of selected records, no merging records and no change field value (#1760)
 - Adjusted size of Q2 expander button in Q2 Queue listing

Fixed
 - Special Needs customized title now used for availability entry modal
 - When student is in a timezone different than profile and campus, local time is now being displayed and enter online session button works (#1747)
 - Fixed a typo on dashboard for Referrals (#1748)
 - Fixed an issue with Max Appt Rules that use a week start on Sunday (#1749)
 - Fixed an issue with DST adjustment
 - Filtering scheduler with Location filtering and Hide Unavailable now work together (#1756)
 - Reasons shown to Staff only are now hidden on KIOSK signin (#1770)
 - Fixed weird issue with clicking on watch list name on dashboard (#1771)
 - Fixed a location and online issue when moving appointments from one availability to another (#1769)
 - Fixed a time zone issue with appointment notifications when appointment time is different from campus time (#1779)

<hr> [1.2.19] 2023-02-09
Added
 - Added Recompute time for watch lists in the Preferences (#1717)
 - Allow dragging of twig fields for batch emails (#1716)
 - Added ability to choose selected item from group roster to send visit notes, surveys, and emails
 - Entering term 'birthdaytoday' in student nav search shows students with a birthday today
 - Profiles can now block student appointment booking between two times (ie 10pm and 4am)
 - Added 'Consultant Max Hours' as an additional field to show on the Students Visits/Appointments by ?? report (#1705)
 - Added twig to Survey 'Notify results to emails' setting, so each survey recipient can receive their Notify Results email (#1695)
 - Added Students Visits Center Grid report (#1714)
 - Added option to send quiz to students from group appointment/roster
 - Added survey sent via "Email after 1st visit per subject during survey period" option (#1342)
 - Added links to edit visit records in Students Visits Cleanup report (#1494)
 - Added new cookie for controlling if Extra Detail will be automatically checked (#1742)
 - Watch List students on dashboard now have their associated color indicators next to the title

Changed
 - Prevent Switch to account option from switching to an inactive account (#1718)
 - When editing custom fields of an appointment, show Save button as soon as any key is entered in the custom field (#1721)
 - Added duration check after batch duration amount entered to prevent badly formatted durations (#1723)
 - Custom missed appointment statuses are now honored in student appointment timeline extra detail
 - Work visits do not require subject (overrides profile preference for requiring subjects)
 - Display appointment's local time when browser time does not match center's appointment time (#1737, #1740)
 - Adjusted FTE option to specify students with exactly # / # or more / # or fewer hours/visits for Visits by ?? and Students Visits Summary reports (#1598)
 - Moved Profile Pay Basis settings to general Preferences, Payroll section; added link to Work Types listing (#1679)

Fixed
 - Fixed a typo on Group permissions 'this controls which centers the user...' (#1719)
 - Fixed SAGE Emails were dropped from timeline due to null category, they are back (#1720)
 - Fixed reports query using Students On List option for dynamic lists (#1715)
 - Prevent a quiz from being changed back to a normal survey once a response has been recorded (#1741)
 - Show unique students per grouping if one of the groupings is Student (#1632)
 - Fixed issue with consultant reason specialties selection menu not always loading (#1739)

<hr> [1.2.18] 2023-01-07
Added
 - Custom KIOSKs now can have a course list attached (#1689)
 - Add staff display entry link to day summary dialog for a staff record
 - Added Tip of the week menu and tip of the week notification
 - Added ability for students to filter the Center Visits widget by Center and Subject (#1708)

Changed
 - Changed student timeline so emails related to Visit, Success Plans, Appointments, Resource are grouped accordingly and shown when extra detail is checked

Fixed
 - Printing Student Center Visits from dashboard now prints all pages of the students visits (#1707)

<hr> [1.2.17] 2022-12-26
Added
 - New Module: Student Success Plans (#1677)
 - Added ability to share a course list item with other selected course lists (#1681)
 - Added additional overall attendance chart to student attendance (#1514)
 - Added additional Import process to activate solely based on dates from and to (#1674)
 - Added The ability to set a default 'Override From Address' choice in email prompt (#1675)

Changed
 - Changed wording in Staff Entry of Primary Center to Default Center (#1680)
 - Expand 'User Detail' report functionality (#1460)
 - Q2 Custom Field requirement changes (#1684)

Fixed
 - Custom Fields that are required when displayed on Q2 Raise Hand will now honor required attribute (#1684)
 - When a Course List has no items, recalculation of course list will gneerate a list of no items (#1487, #1683)
 - Fixed a typos in Saved Searches modal (#1685)
 - Allow Registration Listing Custom Fields to be reset to blank value (#1682)
 - Fixed an issue when sending batch emails from student listing, Chrome browser for windows didn't always get the last selection of records (#1582)

<hr> [1.2.16] 2022-12-12
Added
 - A searchable Usage column added to the CourseLIst listing
 - Opacity of Reserved Blocks adjusted so visibility of covered items increased
 - Allow checkouts of resources to Staff (#527)
 - Added Staff Only option for Reasons (#1665)
 - Added Barcode field to batch visit scans (#1672)
 - New import process to activate registrations based on date and withdraw codes only (#1674)

Fixed
 - Resource Check In/Out Button On Log Listing Not Working (#1660)
 - Issue with wild cards in power searches for custom fields (#1659)
 - Unrerve Resource button not showing (#1662)
 - Update staff.studentid field when staff user name is changed in staff record (for linking student to staff) (#1668)
 - Students name not appearing on check out history tab of Resource (#1671)

<hr> [1.2.15] 2022-12-03
Added
 - Added Custom Automation scripts to various specific locations (#1607)
 - Added Terms and Conditions Reponses tab to Terms and Conditions Entry (#1636)
 - Drop down menu support in Custom Views for fields with choices and are editable (#999)
 - Sort Lists alphabetically on report picker (#1640)
 - Added activation deactivation of Lists in Custom List entry (#1641)
 - Lists menu is now searchable
 - Max Appointment rule additional message now allows twig processing (#1646)
 - Added ability to search registrations based on a course list
 - Added Reponses to Terms and Conditions entry with Term and Subject listed (#1651)
 - Added Time Check option for required hours per Month (instead of Week)
 - Added keyboard acessibility to Q2 Table interface (#1634)
 - Added Fund Codes prefs to the Pay Codes area in order to predefine fund codes
 - Add ability to group Lists on the menus by using :: (double colons) to separate group name and menu name

Changed
 - Year is always shown on dates of visits in the attendance listing (#1638)
 - Moved general list options menu choices to top of List menu (#1639)
 - Changed wording of max appt rule display when status searched is blank (#1645)
 - New Availabilities will default to profile preferences for multi-slot times (#1647)
 - Dropped 'View Student Info Tab on Visits' preference, now automatically uses Table Access setting from Group prefs (#1655)

Fixed
 - Fixed a typo on special needs instructions (#1648)
 - Fixed a typos on Search availability instructions (#1653)
 - Fixes an issue with saving blank reason on Availability Badges (#1652)

<hr> [1.2.14] 2022-11-22
Fixed
 - Fixed an issue on swift email attachments for iCal REQUEST vs CANCEL (#1594 again)
 - Fixed an issue with SI Batch scans confirmation message (#1613)
 - Fixed an issue with Batch Scans -> ID and Other ID (#1626)
 - Fixed an issue whith student search when trying to find Active Students WITHOUT an active Registration (#1627)
 - Fixed an issue with Q2 Table Visit straddling midnight (#1624)
 - Fixed issue with Course and Section menu on Workshop entry (#1617)
 - Fixed an issue when printing a survey or quiz with text overlapping (#1625)
 - Fixed an issue with Workshop attendance creating a visit (#1629)
 - Fixed an issue when Chrome language set to Korean, not being able to conclude a Q2 Table Visit (#1633)

Changed
 - Removed Consultant name from Q2 Hand Raised on kiosk and log list fields (#1612)
 - Dropped 'Include Wait Time' preference (not being used) (#1621)
 - Added ability to search by workshop name in workshop listing (#1616)
 - Added pagination to Enroll Students listing in Workshop Listing (#1614)
 - When moving an appointment, dropins no longer appear as an option (#1615)
 - When generating attendance for a section, inactive sections are now hidden (#1631)

Added
 - Added a group preference for preventing password editing of student and staff (#1605)
 - Allow multi-check questions for Quizzes
 - Surveys and Quizzes show on timeline under Surveys
 - Ability to display a Quiz on Assignments tab of Registrations entry
 - Surveys, Staff, Students, Faculty, Visits now show message when a change has been made and user wants to close the page (#1608)
 - Report That Only Shows Availabilities That Are Not Booked (#1537)
 - Added new log list field for showing currently request Q2 subject (#1609)
 - Added QR Code for KIOSKs showing for all profiles (and Work Visit login) (#1610)
 - Added new Twig tag for Document Posted By Name (#1622)
 - Added a cancel button to Terms and Conditions modal (#1628)
 - Added ability to force a custom field to display starting on a new line (#1618)
 - Added ability to enroll a student into a workshop via ID, Other ID and Barcode (#1630)
 - Added Custom Fields to Q2 List and Q2 Raise Hand modal (#144)

<hr> [1.2.13] 2022-11-10
Fixed
 - Prevent confirmation emails for cancelled/deleted appointments when availability is changed
 - Fixed list sorting for several fields on several listings
 - Prevent student double booking on group roster
 - Prevent user from adjusting visit's status changes multiple times in a row (via double and triple click)
 - Marking an appointment as logged in from the dashboard now adjusts the appointment status automatically
 - Fixed an issue with appointment missed status being set to the custom student missed status
 - Fixed an issue with change field value record selection (auto checks against previous search)
 - Fixed an issue with certain reserve blocks being ignored on search availability (#1606)
 - Courselists for centers properly utilized for subject choices on appointment entry
 - Added REQUEST=CANCEL method for email attachment for cancelled appintments (#1594)
 - if appt changed and confirmation already sent, resend confirmation.

Changed
 - Center is required on Quick Visits
 - Adjusted the spacing around the Q2 Raise hand button on log listing
 - Added date checks to availability blocks when adjusting from and to dates
 - Q2 Conclude visit now adjusts to server time for q2 table visits
 - Addjusted iCal appointment attachments to be system timezone independant
 - Allow person to change online or in-person on group when only 1 person enrolled so far

Added
 - Consultant time check now uses a preference that controls how many weeks to display on time check
 - Allow faculty to view 'own visit' on student entry
 - Allow location and subject course to be searched on visit log listing
 - Added a new login to center area on Q2 Queue List
 - Added new preference for controlling how many consecutive appointments allowed
 - Added a grace period for cancelling a newly created appointment without penalty
 - Allow blank as a choices for faculty on section entry
 - Added menu for filtering referral types on dashboard referrals widget
 - Added Process Specialties button to Terms area of system preferences
 - Added new feature to Q2 Configs widget showing hands of students that need help that the current user may help

<hr> [1.2.12] 2022-11-8
Added
 - Added PGP encryption to FTP files uploaded for import

<hr> [1.2.11] 2022-10-27
Fixed
 - Preserve online url for group roster appointments
 - Fixed issue with Q2 hand raised modal not closing
 - Fixed log list refresh for Queue listing

Changed
 - Don't show custom fields to consultant on a KIOSK log in / out
 - Added a preference to hide the number of slots found message on searc availability
 - Prevent certain student fields from being searchable when user can only access brief view of student
 - Make sure a concluded visit has the time in field set
 - Visit entry requires Center, Reason, Subject and Consultant
 - Multiple cancellations and misses now have an adjustable tolerance value for auto-cancelling future appointmenmts
 - Followed up referrals nbow show as entries on timeline
 - Additional security to prevent user from viewing referral when they do not have access to that referral type
 - Allow a previously cancelled student to be added to a roster appointment
 - Show attached fiels on mail queue item

Added
 - Added a confirmation on rosters whena changing an appointment to missed or cancelled
 - Added barcode field to Q2 list search
 - Added a paperclip icon to timeline to indicated attached documents for appointment and vsiit records
 - Added a profile preference to control reminder alarm for iCal attachments

<hr> [1.2.10] 2022-10-17
Fixed
 - Fixed an issue with Group Roster subject not displaying correctly (#1491)
 - Prevent double click on log out of visit when survey is displayed (#1492)
 - Fixed iCal appointment uses profile time zone (#1493)
 - Fixed multiple issues with scheduler on iOS (#1473)
 - Fixed Override and Send option on SAGE referral (#1504)
 - Fixed an issue with work visits in time zones not matching campus time zone (#1507)

Changed
 - Added pagination to the student list for resource checkouts (#1511)

Added
 - Added Q2 Consultant Alias to list of KIOSK fields (#1499)
 - Added a blank subject option in edit visit entry (#1495)
 - Added sent notifications to student timeline (#1508)

<hr> [1.2.9] 2022-10-03
Added
 - Added new ReasonsAndLabels and RecommendaitionsAndLabels tags for SAGE Emails (#1444)
 - New prevent double booking procedure for 2 students clicking to book at the exact same time (#1439)
 - New functionality to allow availability blocks for a single staff to be for all centers
 - Added Consultant Alias to Kiosk Field choices
 - New profile preference for CANCEL - MISSED (#1456)
 - Added batch staff notifications and document uploads
 - Added Export to CSV for staff listing
 - Allow termination of work visits at night (#1462)
 - When cancelling multiple appointments in a row, cancellation 'auto cancel' email will go out to student and consultant including iCal (#1463)
 - Added a preference for batch imports to email campus IT on success (#1476)
 - Added a Terminate Visits Now button to profile entry preferences so profile admin can manually terminate all open visits.
 - Added a Q2 Configuration option for requiring a table when raising hand (#1484)
 - Batch scans that fail now show on scan results (#1483)

Fixed
 - Ability to move availability from one day to another (#1445)
 - Fixed Export to CSV for Assignment Grid (#1447)
 - Fixed an issue with time entry for time between 12:00 am and 12:59 am (#1449)
 - Fixed issue with batch referrals for faculty not working if too many (#1451)
 - Prevent double click on roster log visit (#1452)
 - Fixed require reason for Q2 Hand Raise (#1455)
 - Fixed an issue with search availability not ignoring custom delete statuses
 - Prevent double clicking on batch save referrals (#1461)
 - Nightly missed appointment process uses student missed preference (#1471)
 - Assignment grid sorting - force numeric fields to sort numerically (#1474)
 - Fixed an issue with workshop attendance where the student is not enrolled in the course we are linking the attendance to (#1479)
 - Fixed a display issue for faculty linked to a class that has a badly formatted time for the class schedule (#1482)
 - Fixed an issue with marking a workshop as attended sometimes temporarily showing other students in the workshop roster (#1479)

<hr> [1.2.8] 2022-09-28
Added
 - Added Online as a field option for searching visits (#1429)
 - Added new capability to FTP REMOVE import process, allow remove multiple files (#1433)
 - Added new Q2 Config preference to keep a Q2 Remote center visit logged in and remain on log listing

Fixed
 - Fixed an issue with signature fields negatively interacting with fields near by (#1426)
 - Fixed an issue with wait status change functionality not working with advising centers (#1425)
 - Fixed problem displaying the custom location on batch visits editing (#1428)
 - Fixed an issue with batch emails to Faculty and Staff not using the new check system (#1431)
 - Fixed an issue with Q2Remote table visits not being marked as online (#1432)

<hr> [1.2.7] 2022-09-19
Added
 - New search availability rules and badges
 - New Twig Text item on KIOSKs and Log Listings for customized text with tags
 - New search field on scheduler staff menu (#1397)
 - New Search Avail Query counter for students
 - Added Appt Search items to Student Timeline (extra detail appointment items)
 - Added new permission to groups for allowing view schedule but not edit anything (#1395)
 - Added a print button to student center visits widget (#1393)
 - Student tags side bar to email templates and batch student emails (#1379)
 - Added new system preference for sticky start and sticky duration (#1405)
 - Added color picker for availability badges (#1407)
 - Added to Q2 Feature for showing Q2 Table visits on log listing (#1329)
 - Added ability to choose a requested consultant for a q2 table visit (#1329 also)
 - Added consultant name requested in Q2 Queue. Icon flashes if consultant user is the same consultant as requested
 - Log out a visit now has a confirmation modal (#1413)
 - Wait status not reset when wait status not used when changing the consultant from one staff to another in log listing (#1414)
 - When logging out a visit, if no location present, it will use the consultant's location automatically (#1416)
 - Added a new tag for logging a student in and out of their appointment on the staff main menu (#1368 again)
 - Added Sort Code to Reason entry (#1419)
 - Added Q2 Config option for only choosing consultants that are logged in for visits (#1423)
 - Added additional capability for logging a student into an appointment from consultant main menu (#1368 again)
 - Added Reason Sort Code to Reason entry (#1419)
 - Added a confirmation for signing a student out on KIOSK view (#1413)

Changed
 - Changed title of student cancellation reasons (#1399)
 - Center status widget now filters out work visits (#1388)
 - Adjust phrasing of drop-in reminders 'This is not an appointment' (#1378)
 - When booking a recurring appointment, the system now checks the future subjects for any subject conflicts (#1404)
 - When booking an appointment and required fields fails verification, save button now re-enabled immediately (#1415)
 - An error message will now show when student attempts to raise their hand in a queue center for which they are not currently logged in to (#1376)
 - Changed edit availability button on appointment entry closes appointment (#1418)
 - Changed how choose consultant works in tutoring center - no reset wait time (#1414)
 - When a student attempts to remote sign-in for q2 but hasn't signed in to main center - show an error message (#1376)

Fixed
 - Fixed Work Visits log time, now based on profile's time zone (#1383)
 - Fixed show text email button for SAGE referral testing (#1398)
 - Fixed This Semester Visits not filtering properly for student center visits (#1392)
 - Filter out carriage returns in Starfish export (#1370)
 - Fixed Searching for Active Faculty Incorrectly Displays Inactive Status (#1389)
 - If an availability is longer than your max appt limit, booking an appointment for that time slot causes duration to not match time (#1387)
 - Fixed very poor network conditions and pressing 'Confirm' multiple times sometimes can allow students to book duplicate appointments (#1384)
 - Fixed Students Can Book Two Or More Group Appointments At The Same Time With Different Consultants (#1381)
 - Fixed scrolling issue on appointment entry after the center info dialog shown (#1380)
 - Fixed searching by faculty name on sections listing (#1382)
 - Fixed Students' Center Visits widget - "This Month" seems to show "This Semester" data (#1374)
 - Fixed Batch Visits using wildcard subject could create a visit for an inactive registration (#1408)
 - Fixed an error when saving a favorite Payroll report (#1411)
 - Fixed on issue with QR Code KIOSK logins (#1422)
 - Fixed default sticky drag minutes (#1424)
 - Fixed location on log-in being set for drop-ins (#1416)

<hr> [1.2.6] 2022-09-14
Added
 - Added New process for faculty activations based on registrations active
 - Added more messaging for unsupported file upload doc types, added multiple new document types allowed (#1354)
 - Send auto cancellation email for multiple misses or multiple cancellations (#1361)
 - Added preference to not show avail split warning, no new profile creation unless redrock user (#1363)
 - Added new preference for instructions on how to fill out an unable to find an appointment report
 - Added Power Search option to search faculty by inactive / active (#1372)
 - Added ability to log in and out the students from the group roster
 - Added default appointment view (day or week) for dashboard for either students or consultants

Changed
 - Imports opened up to system admins
 - Logging into to center and out of center allow tabbing to buttons (#1355)
 - Moving appt modifies the appointment schedModBy field now (#1364)

Fixed
 - Fixed Issue with Move to button when Online location is stored in Location field
 - Fixed Don't hide those that have hand raised and are filtered. (#1347)
 - Fixed Work indicator doesn't appear when no log in reasons (#1346)
 - Fixed Prevent double click on avail entry save (#1353)
 - Adjusted TinyMCE to not convert urls (#1351)
 - Update course lists for courses that are linked to availabilities during the process specialties process (#1349)
 - Fixed power searches with custom fields and faculty main menu course list search (#1358, #1359)
 - Drop-in 'enter online session here' link now contains the reason and section (#1360)
 - Do not let cancelled appointments on 1-on-1 slots determine the subject for that block
 - Duration not showing similar start end duration time on appointment (#1362)
 - It's not possible to remove an email attachment after uploading (#1356)
 - Fixed an issue with the student center visits query for this month (#1374)
 - Fixed Max appointment rules for 1-on-1s do not apply to appointments not linked to an availability (#1366)
 - Notifications Do Not Adjust to local browser time zone (#1365)
 - Fixed an issue with move an appointment over another appointment that is not linked to an availability (#1367)

<hr> [1.2.5] 2022-09-07
Added
 - Add Staff fields to custom view for visits (#1333)
 - Added indexed to Appointments RecurID, StartDT, Status (query speed improvement 10x)
 - New preference added for limited consultant choices for logged in to work in same center (#1340)
 - Additional explanation for cancel - missed (#1341)
 - Warn user when saving a visit without an entered date and time
 - Allow sys admins access to temp import directory

Changed
 - Allow barcode as login to the SI QR code
 - Allow QR SI Login using user name

Fixed
 - Latest trac, show small navbar menu at less than 1068 pixels
 - Search availability instructions for option 4 and 5 were not being displayed properly (#1336)
 - Survey apostrophe issue (#1337, #1338)
 - Send email attachments to roster fixed, moving an appointment change online location (#525 again, #1344)
 - Fixed a grammar issue (#1345)

<hr> [1.2.4] 2022-09-02
Added
 - Visit / Appointment export has option to include work visits
 - Added new ability to override SMS address for certain cell users
 - Info logging added to import process, also added new campus functions to override imported data if needed
 - Added a custom message for max appt rules failure

Changed
 - Changed default system requirements for local password number of characters for uppercase and lowercase character requirements
 - Changed interval time for Q2 remote checking for help link (adjusted interval to longer duration)
 - Improvement made to Visit query for finding related registration or section (speed improvement increase by 10 times)
 - Only SysAdmins can lock local accounts
 - Course lists with related course lists no longer editable
 - Removed cancelled and deleted appointments from center status summary
 - Cancelled appointments in a group recurring will be used to determine subject if not other appointment present to determine the group's subject
 - Update trac to use new table collation

Fixed
 - Fixed Q2 Logoff button (not always available)
 - Fixed issue on calendar where sometimes chosen consultant would be forgotten
 - If Hide ID chosen on user's group, don't show ID on student pickers
 - Fixed MaxHours computation in Max Appointment rules for group appointments
 - QR code expiration computation fixed
 - Fixed issue of overlapping work visits
 - Adjustment to appointment save to keep button deactivated until save concluded
 - Prevent spam click on log out of center
 - Minor fix for Students Visit Summary report

<hr> [1.2.3] 2022-08-25
Added
 - Added new special needs to preferences for linking special needs to student lists
 - Added Create Visit on Staff entry (#1294)
 - Added host and process id to database import statuses
 - Added HTML support in Search Availability Instructions (#1304)
 - Added a new system preference to allow students to choose a cancellation reason when cancelling an appointment
 - Added a new system preference for search availability widgets to hide the menu 'First Available or Choose Date and Center''

Changed
 - Updated TinyMCE to 4.9.11, jQuery to 3.6.0, Bootstrap 3.4.1, FontAwesom 5.15
 - Changed method for ViewSchedule centers for group preference controlling access to search avail widget
 - Saving a Quick Visit without a duration will now warn the user
 - Clicking on the wait status will now by default show the consultant's name as the first choice if the user is logged in as a consultant
 - Profile Entry -> Consultants will now show consultants linked to other profiles as italics

Fixed
 - Fixed spelling mistake in "Save And Split Into Separate Availabilities (not typically recommended)" (#1297)
 - Fixed issue when availability is an odd length compared to the increment value (#1300)

<hr> [1.2.2] 2022-08-19
Changed
 - Watch list hide email hide phone group prefs are now honored (#1288)
 - Don't show timeline tab on a new record when tab cookie says to show timeline tab (#1289)

<hr> [1.2.0] 2022-08-19
Changed
 - Removed a duplicated struct update

<hr> [1.1.8] 2022-08-16
Added
 - Added Account lock and unlock interface when using local accounts
 - Added preference to control wording of enter online appointment link (#1279)
 - Added lockout when bad passwords entered multiple times (#955)

Changed
 - Increased size of faculty salutation field
 - There are no upcoming classes / appointments wording changed by dropping the word classes (#1280)
 - Student/Consultant tabs auto disappear in appointment records if no custom fields are available (#1281)
 - Change label of profile prefs, 'CC Center' to 'CC Profile' (1287)

Fixed
 - Fixed log out page for SAML
 - Fixed location choices based on profile for staff entry (#1278)
 - Fixed line breaks in preview for consultant schedule reminder emails (#1230 again)
 - Fixed Save notification upon saving visit notes to coach (#1282)
 - Fixed an issues with new appointments overlapping a block, reject new appointment before saving (#1286)
 - Booking appointment that intersects with previous block should reject the appointment (#1286)

<hr> [1.1.7] 2022-08-15
Changed
 - Search availability widget only displayed if the group is associated with a profile associated with a center listed in viewCenterSchedules group pref
 - Appointment.DisplayTime now has a raw tag included automatically (#1276)

Fixed
 - Fixed issue with reason choice on KIOSK not updating list of consultants for that reason (#1273)
 - Fixed handling uploaded documents with periods in filename (not indicating the extension)
 - Fixed Course Lists showing sections listing when including staff course lists (#1258)

<hr> [1.1.6] 2022-08-04
Added
 - Added ability to control display of prompts on the Search Availability choose Date, Profile and Center modal
 - The ability to group by faculty name in Visits by ?? report (#1242)
 - Added navsearch by student ID to the attendance listing (#1251)
 - Added new group pref for staff viewing work visits (#1243)
 - Added option to show or hide work visits on dashboard utilization (if they have access to work visits) (#1244)
 - Added option to enter Work Visit notes on log out of work session (#1245)
 - Added In-Person label to search availability results when availability is In-Person (#1255)
 - Added option to choose a blank subject in batch visit entry modal (#1257)
 - Added new global preference that turns 1 on 1 availabilities into in person availabilities if the time period for allowing students to book has expired (#32)
 - Added new preference for Q2 Configs to lock the student email address for sending the table help instructions
 - Added a weekly and daily chart of visits to Center Usage widget
 - Added Trainers to consultant names (#1271)
 - Added Accum Hours to Student power search (#1265)
 - Added raw attribute to Appointment.DisplayTime tag (#1276)

Fixed
 - Speed up auto scroll animation in search preferences interface (#1249)
 - Fixed Student log out resource buttons not fully clickable (#569 again)
 - Fix title of Date/Time field in Workshop entry (#1246)
 - Dashboard charts preferences, save button stays visible after clicking (#1248)
 - Change label and display type of custom # choices for login choices (#1250)
 - Fixed opening an entry for a layout that had a previous tab that is no longer existent (#1261)
 - Fixed 'Find first immediately' when default date is other than today (#1259)
 - Fixed Student chart issues and added 'Age' as a grouping field for charts (#1260)
 - Fixed 'enter online session' button not working when local time zone different than server time (#1196)
 - Fixed nav search issue with % wildcard followed by digits (#1263)
 - Fixed problems with periods in filenames (#1271)
 - Fixed Student timeline all since option when student record created is after first visit for that student (#1268)
 - Fixed minor issue with Calendar URL for students not showing (#1264)
 - Fixed scrolling issue after choosing reason category in appointment entry (#1269)
 - Fixed issue with creating new student bringing up blank page (#1272)

<hr> [1.1.5] 2022-07-26
Added
 - Log when students search for availabilities, process after the fact if the appointment was ever booked (#1203)
 - Added a popover title showing the query used for Lists in preferences
 - Added new preference for preserving the original physical location on visits even when marked online
 - Added indicator to the schedule that shows breaks in availabilities (#1201)
 - Added Referral.CreatedDT tag to SAGE tags (#1233)
 - Ability to set the week start day for max appointment rules involving weeks (#1132)

Changed
 - Cleaned up the look of Lookup Values listing, added navQuery fields and power search fields. (#1220)
 - Added Log List refresh back to log listing using the profiles log list refresh settings (#1215)
 - Simplified the code for search avail widgets and added 2 more widget groups for a total of 5 options.
 - Removed ability to use & character in Table names and locations for Q2 Remote (#1227)
 - Showing consultant alias instead of name for consultant center visits (#1229)
 - Added preference to control title of 'All Groups' menu in search availability options (#1232)

Fixed
 - Save and split availabilities with complex fractions of time (#1216)
 - Fixed Previews of emails to show line breaks (#1230)
 - Fixed search availability title on search dialog (#1231)
 - Fixed various issues with Workshops entry (#1235)
 - Changing Appointment Display text to defaults was not showing the Save button (#1237)
 - Fixed name of a search availability widget disappears after you click search (#1238)
 - Fixed scrolling of day summary with large amount of data (#1178)
 - Fixed an Issue with deleting Custom KIOSKs in the Profile Entry (#943 reopened)
 - Removed duplicate power search terms from the nav search menu in Attendance Listing (#1241)
 - Prevent students from booking appointments where date time has already occurred (#1124)

<hr> [1.1.4] 2022-07-20
Added
 - Added ability for faculty to schedule appointments from dashboard when SAGE is active
 - Appointment duration twig tag added (#1195)
 - Added staff sequence searches (#1190)
 - Added Custom Staff and Student Edit BIO button label (#1189)
 - Added Save and split preference and renamed save and split button (#1202)
 - Preference for setting default date option for search availability (#1187)

Changed
 - Group prefs for save own visits now honored by batch QR code visit creation (#1188)
 - Change the verbiage of the single sign in log out for KIOSKs
 - Batch selection delete visits now honors group preference for deleting visits (#1183)
 - When Q2 config name is changed, all names in all Q2tableaccess that uses that Q2 config (#1193)
 - Hide the x on an appointment entry when not inside a modal dialog (#1177)
 - Batch Changing field values for receive text alerts fixed, Custom label for report unable to find appointment, search Visits by full name (#1204) (#1200)
 - Change wording of allow user to view student contact field on schedule (#1206)
 - Don't match fields if already have been assigned any (#1180)
 - Only show save button on profile when contact actually changed
 - Visit entry centers pulldown menu needs to view Centers group preference (#1212)
 - Log listing button labels are now clickable
 - Added local account password rules, allow for lockouts, resetting password honors rules, resetting password unlocks account

Fixed
 - Staff record custom fields were not saving (#1184)
 - Fixed duplicated nav query fields for term sequence in registration listing (#1181)
 - Clicking next day on dashboard schedule was moving a week forward (#1192)
 - When moving imported field from one column to another, need to store the old line as blank (#1175)
 - Logout button on Attendance listing fixed, cannot search resource students on schedule (#1290) (#1207)
 - Changing time zones on profile entry doesn't show save button, allow blank time zone (#1198) (#1197)
 - Fixed an issue with KIOSKs and log listings
 - Q2Remote link on student search availability link not working (#1218)

<hr> [1.1.3] 2022-07-07
Fixed
 - Fixed an issue with Custom Lists
 - Fixed assignment of UUID to staff records

<hr> [1.1.2] 2022-06-24
Changed
 - If the scheduler date is today, the today button is highlighted (#1157)

Fixed
 - Fixed job server issue
 - Fixed students seeing cancellation on dashboard but not seeing other attended appointments (#1154)
 - Fixed issue where optional in/person or online slots could not be hidden by location (#1114)
 - Fixed issue with Q2 Tables with colons, ampersands and backslashes not pre-selecting (#1159)
 - Fixed an issue on search availability not allowing all center choices to be available (#1160)

<hr> [1.1.1] 2022-06-24
Changed
 - Minor formatting change to batch visits section field area (added light gray line) (#1152)

Fixed
 - Fixed QR codes for Q2 Tables default table option now working (#1151)

<hr> [1.1.0] 2022-06-15
Added
 - Implemented some changes to job queue
 - Added ability use a KIOSK as a listing
 - Minor mods to resources listing (search by resource type etc.)
 - Utility entry for visits, show only active consultants in popup (#1141)
 - Allow KIOSK, log listing options menu to be searchable (#1138)
 - Added location filtering on scheduler

Changed
 - Center Stats are sorted by Center Name
 - KIOSKs menu sorted alphabetically (#1147)

Fixed
 - Fixed consultant alias on notifications (#11463)
 - Fixed issue to allow students to save an appointment for a time where it was previously canceled (#1145)
 - Fixed student BIO condition problem (#1146)
 - Fixed find by values using a custom field (#1149)

<hr> [1.1.18] 2022-06-08
Added
 - New option in referral type for hiding non-enrolled subjects when choosing a subject for the referral
 - Inactive sections on referral are marked as Inactive

Changed
 - Adjust the wording of the KIOSK Log out message
 - Allow log listings to have a specified number of persons listed (#1130)

Fixed
 - Fixed issue with Saved Searches for groups searches not appearing (#1119)
 - Fixed issue with re-sending emails (#1134)
 - Fixed issue for Faculty only for hide reasons and recommendations

<hr> [1.0.17] 2022-05-31
Added
 - Added An 'Auto Alias' feature (#1094)
 - Added NULL value searching to power searches (and 'blankornull') (#1095)
 - Added An 'Ignore Consultant Section Specialties' option for Reasons (#1106)
 - Added default search fields to the Surveys Listing (#1111)
 - Added button to force send Reminder Emails, Missed Appointment Emails, Consultant Summary Emails (##899)

Fixed
 - Fixed Custom Registration Fields not showing up in 'Registrations by ??' report (#1093)
 - Fixed Staff.OtherID doesn't sync with linked student account (#1096)
 - Fixed 'View Listing (No Edit)' still allowing edits on certain records (#1097)
 - Fixed Sage referrals Hide from Faculty options hide information from all user levels (#1099)
 - Fixed Log listing Outstanding Resources not showing on log listing (#1103)
 - Fixed 'Log Listing/Kiosk for Profile' doesn't display centers if those centers have been recently saved (#1104)
 - Fixed Using email templates does not include attachments for the template (#1115)

<hr> [1.0.16] 2022-05-26
Fixed
 - Fixed Max Appt Rule date ranges are used even if the box is unchecked (#1088)
 - Fixed not possible to edit certain favorite reports (#1089)
 - Fixed Typing a space in a new SAGE referral email subject causes it to immediately save (#1090)
 - Fixed Using the 'Override and Resend Referral Email' option in SAGE always sends every email, regardless of which option is chosen (#1091)
 - Fixed When submitting a roster referral from student listing, changing the roster course doesn't affect the student list (#1092)

<hr> [1.0.15] 2022-05-19
Fixed
 - Fixed After performing a search on a center-specific Log Listing, the next student login/logout displays all centers as available options (#1087)

<hr> [1.0.14] 2022-05-12
Added
 - Added work visits as an option to show on day summary and schedule (view own or all added as a group pref) (#1054)
 - Added photo rotation to student and staff records.
 - Added new functionality where a group online availability's online to in-person is determined by the first booked appt
 - Added Copy Sequences and Copy IDs to allow clicking to open IDs and Sequences in a new download window.
 - Added new menu command Search by Enrollment allowing users to search by enrolled or non-enrolled in the various terms
 - Added TimeOut to Payroll report (#1033)
 - Added new Group Table Access settings: Edit (No Listing) and View Entry (No Listing)

Changed
 - Consultants can't update their own course list without table access to course lists (#1057)
 - 'Document' tab still appears in Appointment Entry, even if students don't have the ability to upload documents (#1067)
 - Centers set to 'Hide on Log / KIOSK Listing Menu' are still displayed when logging into a Profile Kiosk/Log Listing (#1068)
 - Make Assignment Comments possible to edit from the Assignment Grid view (#1064)
 - A Term with the Term Code = '0' will automatically be updated with the earliest 'from' and latest 'to' date of all active terms whenever a term is modified.

Fixed
 - Time check for the semester totals (#1061)
 - If a consultant who isn't assigned to a Course Lists edits their Course List through Confirm Bio, a new list will be created every time (#1059)
 - Multi-group option - Same Section - Does not work. (#1062)
 - Consultant Time Check doesn't follow 'Week Starts on' setting in profile (#1066)
 - 'Q2Remote' doesn't appear as a Location choice if placed in 'Default Online Options' (#1065)

<hr> [1.0.13] 2022-05-04
Added
 - Added 'semester' option to student center visits widget (#1016)
 - Added 'Time From' and 'Time To' for announcements (#1021)
 - Added point total to student time check (#1017)
 - Search by User Name for quick visit entry (#1023)
 - Added 'Proceed to SSO' option when switching to dashboard from kiosk (#1015)
 - Added Visit Notes to Visits Listing 'Change Field Values' utility (#1034)
 - Added option to return to queue for Q2 Remote (#1030)
 - Added OtherID field to Staff BIO update from Student import (#1052)
 - Added ability to use username for student raising their hand in Q2 Remote (#1049)
 - Added ability to search student by terms and conditions accepted (#1047)
 - Added group preference that prevents mass emails from being sent from Student Listing (#1051)

Changed
 - KIOSK Log out does not show a login option for a center the student is already logged in to (#1018)
 - Removed an additional click when logging out a KIOSK (#962)
 - Ignore consultant specialties for this center (i.e. Writing Center) now doesn't filter subjects on appointment creation (#1028)
 - Double-clicking Profile Reason Checkbox assigns the same Reason to a center multiple times (#1035)
 - Search availability widget now constrains the subjects list according to the center specialties of the linked profiles (#1045)

Fixed
 - Move user to group had issues (#1022)
 - Creating a block for a single center was marking all center appointments as cancelled (#1024)
 - Fixed Import process not importing students with apostrophe character in their name (#1007)
 - Fixed interacting with an Upcoming Appointment prevents you from clicking on Availabilities until a refresh (#1026)
 - Fixed Missed appointment emails no longer sending automatically (#1029)
 - Fixed Locking a group availability does not prevent students from booking (#1032)
 - FIxed SAGE Custom Question order is not reflected when submitting the referral (#1027)
 - Fixed Q2 Remote Student still sees their hand as raised even after their visit has been concluded (#1031)
 - Fixed uploading attachments to email template (#1037)
 - Fixed issue with locking course lists to consultants (#1038)
 - Fixed issue with clicking on appointment record from student timeline (#1036)
 - Fixed issue with searching Profile Reasons when reason or category has a space (#1048)
 - Fixed various typos (#1046)
 - Fixed issues with search student before searching resources on resource log out (##1053, #1050)

<hr> [1.0.12] 2022-04-28
Added
 - Added delete button to resource type entry (#1002)
 - Added Re-Send button to email (#978)
 - Added ability to search by student user name for schedule an appointment (#1010)
 - Added ability to log search availability group to a student list (#1011)
 - Added option to hide consultant time check on dashboard (#1012)

Changed
 - Selecting to activate the local accounts setting will no longer deactivate the SSO setting (#998)
 - Profiles listing is sorted alphabetically by default (#1008)
 - Availability entry day toggles changed to system color (#1009)
 - When group assigned to all profiles, now allowed edit to groups assigned to specific profiles (#1013)

Fixed
 - Fixed a typo on time check (#1000)
 - Fixed work visits for consultants - no need to notify consultant that visit has started (#1003)
 - Fixed online session is available notification from being shown for non-online appointments (#1001)
 - Fixed a cosmetic issue with schedule options popover being selected when an appointment modal is shown (#1004)

<hr> [1.0.11] 2022-04-13
Added
 - Added preference for handling students in waitlist when termination process executes (#954)
 - Added an option to add Location to Log List and KIOSK (#981)
 - Added an option to View Student record from Staff Record entry (#982)
 - Added ability to use Custom Views for Staff listings (#979)
 - Added preference to hide certain centers from Log Listing and KIOSK listing menu (#983)
 - Added master lock to system preferences to lock consultant from editing course lists (#980)
 - Added a recalc grades process for batch import scripts (#988)
 - Added ability to lock course lists from staff editing as a global setting (#980)
 - Added an option to hide a center from the log listing center choices menu in attendance listing (#983)

Changed
 - Allow keyboard selection of New Document button on appointments (#957)
 - Student picker on Quick Visit entry is paginated (#876)
 - Person picker on Task entry is paginated (#963)
 - Removed extra click on log out of other center (#962)
 - Click the term activation toggle changes activation immediately (#972)
 - Prevent student from changing any field on task except completed and notes (#968)
 - Allow log in to scheduled appointment, only show appointments within next 45 minutes (#975)
 - Hide SMS options from profile email options if TextAlert module not active (#976)
 - Removed unused preference 'condition code and flag text' (#977)
 - Adjustments to profile notifications displays an indicator that save is needed (#994)
 - Adjusted search availability results to show both online and in-person location when optional online availability (#995)
 - Adjusted all modals for better accessibility (#987, #986)

Fixed
 - Fixed issue with Staff Task creation (#949)
 - Fixed issue with Custom Fields on Log out (#953, #966)
 - Fixed save document type issue (#960)
 - Minor fixes to Notification types clicking (#959)
 - Search availability on linked to Profiles issue (#967)
 - Fixed an issue on clicking remove for availability blocks (#964)
 - Fixed an issue for preventing consecutive student / consultant appointments back-to-back (#970)
 - Send missed email computes all previous missed including current missed now (#965)
 - For Terms and Conditions, when only initials field displayed, pressing enter had an issue (#973)
 - Fixed menu for show activated for staff reason specialties (#974)
 - Fixed SAGE referral's linked list (#989)
 - Fixed when changing staff contact to profile, save button now appears automatically (#991)
 - Fixed typo 'independent' in registration entry (#992)

<hr> [1.0.10] 2022-03-31
Added
 - Added preview for Staff BIO (#917)
 - Added system preference to change term of Group, 1 on 1, and Drop In on search availability
 - Surveys can now differentiate between online and in person visits (#833)
 - Searching staff listing can include group name in criteria (#930)
 - Details button to staff time check (#931)

Changed
 - Welcome messages use WYSIWYG interface (#921)
 - Added preference to profile to require consultant on batch visits (#919)
 - Changed referral follow up date on sage listing on dashboard (#924)
 - Increased ttl for import job time
 - Batch Visits previous attended list of students show full name with middle initial (#928)
 - Added Student ID back to search students on Quick Visits (#933)

Fixed
 - Fixed ability for phones to upload documents (#897)
 - Fixed potential issue with generated links and campus code (#895)
 - Fixed Hide Reasons and Recommendations from Faculty on Full View of Referrals (#935)

<hr> [1.0.9] 2022-03-21
Added
 - Added ability for staff to see students currently logged in to an SI Batch QR Code
 - Added ability to send a group email to all visited students for an SI Batch QR Code
 - Added ability to adjust Term Code sequence
 - Added computation of Student Last Date In for Attended appointments
 - Added Ad Hoc QR Code for In Person Drop-in to scheduler
 - Added new menu to Students Listing to allow copy sequences and ID to clipboard
 - Full caching adding to import procedures
 - Added activate registrations by term button to system prefs

Changed
 - Resource Types and Resources listing modified with new Resource Type editing capabilities.
 - Changed label for Staff Reason Quit / Terminated (#914)
 - Cancelled appt show as dimmed always on schedule (#910)
 - Merge records can identify up to 5 fields (used to be 4)
 - New Ad hoc appointments can now be set to online (#916)
 - Do not allow browser to resubmit appointment save from student (#903)
 - Allow custom locations on batch visits (#918)

Fixed
 - Fixed last date in field for students when batch visits created (#901)
 - Consultant can no longer have two work visits at same time

<hr> [1.0.8] 2022-03-08
Added
 - Added ability to remove multi slot times from the availability (#844)
 - Added Process Specialties for Course List items to batch operations options (#847)
 - Added system pref for calendar start time and duration (#856)
 - Added new Student Action menu to Register student in a course (#849)
 - SurveyTrac Instructions can now have HTML text (#848)
 - Added Confirmation email for Resource checkouts (#859)
 - Added Checkouts options to Student search modal (#860)
 - Added ability to limit who can check out a resource via a master block list and individual allow list for each resource type

Changed
 - Group roster now updates when an appointment in roster is updated (#852)
 - Mark all attended now only marks the appointments with No Status as Attended, skipping Cancels and Misses (#850)
 - Student searching for quick visits and batch visits now limits the student list results to 30 records at a time (#876)
 - Removed Required field for Section ID in batch visits (#875)
 - Removed some field choices for Student Listing -> Create Chart (#863)
 - Increased length of custom question's answer size (#868)
 - Time format of Batch Visit entry changed to am/pm (#864)

Fixed
 - Roster mark all attended can now be used repeatedly (#851)
 - Register In from Student listing worked but displayed an error (#855)
 - Student signin via QR code, Time Check data was too large for portrait orientation, time check reformatted to display properly (#854)
 - Printing a Time check from KIOSK would display extraneous information, that information has been removed (#853)
 - Fixed an issue with QR SI codes not working (#877)
 - Added additional security to student document downloads (#878)
 - Prevent student from clicking on center visit lines (#879)
 - Fixed report Registrations by ?? when student id added (#872)
 - Prevent same student from being added to group roster multiple times (#867)
 - Fixed issue with search availability instructions not being shown (#869)
 - Fixed 'Batch Visit > Batch Scan' - If an incorrect ID is entered, no visits are created for anyone in the list (#885)
 - Fixed Multi-Person Availability Locks apply to all availabilities in the series, not possible to unlock any but the first (#884)
 - Quick and Batch Visit duration not counting towards Registration Total Visit Time (#883)
 - 'Section' field no longer appears when creating Quick Visits, only appears after saving (#882)
 - 'The location for this appointment is here' text allows students to join an online session before booking the appointment (#881)
 - 'Send notes' button on visit entry not displaying consistently (#886)
 - 'Preview' button doesn't work for Resource Emails (#888)
 - SurveyTrac 'Link to Centers' list displays inactive subcenters as options (#892)

<hr> [1.0.7] 2022-03-03
Added
 - Added Visit notes field to be shown on new record entry (#806)
 - Added visit information to survey responses report (#790)
 - Added isTerminated to Visits By report (#812)
 - Added ability to open up Visit and Appointment records from Staff timeline (#822)
 - Added Center Info Preview button to center entry (#820)
 - Added Consultant payroll Time Check button to dashboard of consultants (#817)
 - Added additional options for Status charts (#404)
 - Added ability to send batch emails to Staff and Faculty (#232)
 - Added ability to enter Follow Up notes to Outstanding Appointment Requests (#832)
 - Added ability to add Consultant and Wait Status to KIOSK listing and prevent student from clicking to change (#842)
 - Added ability to lock a group availability's time slot from further booking by student via search availability (#811)

Changed
 - Allow set work type group disposition to '1+' (#801)
 - Increase character length of Location field (#821)
 - Document Types that are not usable for students are now hidden on new document entry (#836)

Fixed
 - Fixed issue where certain fields were being shown even if preference for those fields to be hidden was selected (#799, #800)
 - Fixed an issue with search availability not loading results when dynamic lists utilized data from SAGE referrals (#802)
 - Fixed an issue with Schedule and Appointment widget showing reasons from another profile grouping (#803)
 - Fixed group roster email attachments issue (#805)
 - Fixed wording of 'Drop-in Appointment' to 'Drop-in Availability' (#786)
 - Fixed various lists sort by column (#808)
 - Fixed additional wording of drop in availabilities (#810)
 - Fixed title of the Send Visit notes button for individual visits (#809)
 - Fixed watch list indicators issue for a malformed query (#813)
 - Fixed 'Last Month' for navSearch on Visit Listing (#819)
 - Fixed an invisible reserve block on schedule (#829)
 - Fixed deactivations for Student in List not automatically running (#831)
 - Fixed an issue where Sending an Email to a single student had problems (#834)

<hr> [1.0.6] 2022-02-18
Added
 - Added Other_ID and Other_ID2 fields added to Student SAML login options
 - Added per tutor MaxHours field
 - Added new tag called 'Auto Cancelled' (#795)
 - Added subject identifier in group rosters when same subject/instructor/section chosen (#426)
 - MaxHours field to staff record and a MaxHours tag to the max appointment rules functionality (#785)
-
Changed
 - Changed: enter online session button is hidden when clicked
 - Missed appointment email process only changes student status to Student Missed

Fixed
 - Fixed work button content from wrapping
 - Fixed location of appointment not overridden when opened
 - Fixed New Student visit summary report (#776)
 - Fixed Outstanding Appointment request report (#787)
 - Fixed Drop-in Availability wording
 - Fixed an issue regarding scheduling appointment problems with clicking on the availability time on the schedule (#789)
 - Fixed automated emails adding extra lines breaks (#791)
 - Prevent student from entering online session early (#794)
 - Fixed issue preventing certain user from being able to select a student from the search student prompt (#793)
 - Fixed an issue with appointments Visit Utilization report (#782)
 - Fixed an issue with display of upcoming appointments on dashboard (#797)
 - Fixed an issue with certain users unable to open group roster on scheduler (#798)

<hr> [1.0.5] 2022-02-09
Added
 - Added student ID to sort for Students by report (#752)
 - Added ability to attach an upload document to a Visit record (#739)
 - Added ability to create a Quick Visit from the Student Record (#740)
 - Added ability to specify the online versus in-person location of availability (#438)
 - Added ability to hide certain sections from Student course list options (#770)
 - Added ability to search registrations by sequence in assignment grid (#764)
 - Added Multi-part consultant group appointment reminder prefs
 - Added ability for SysAdmin to lock a CourseList
 - Added ability for Staff to opt out of SMS messages.
 - Added ability to resend survey to students (#783)

Changed
 - Change wording of 'Online Optional' to 'Online or In-Person' (#756)
 - Center status on dashboard no longer displays inactive centers (#753)
 - Staff reasons no longer display inactive reasons (#751)
 - Changed wording of Log in button to Log In / Out on KIOSK (#746)
 - Changed format of visit duration to xh Ym instead of 0:00 (#741)
 - Overridden ID format applied to all reports (#738)
 - Prevent utilization editing visit from opening more than 1 visit popup at a time (#772)
 - Changed look of processed checkbox on listing for outstanding requests (#769)
 - Hide Sign up for SMS Reminder button when school does not have Text Alerts module (#762)
 - Appointments from other centers now display for scheduler when showing all staff (#780)

Fixed
 - Overriding Student ID fixed (#738)
 - Fixed an issue with import header protection when schools send extra characters prior to first quote (#754)
 - Fixed find student button for ad hoc appointment creation (#755)
 - Fixed a whiteboard send image issue with some browser (#398)
 - Fixed issue with appointment duration when profile preference duration increments is 00:00 (#744)
 - Fixed issue with Previous Visits tab on Visit entry, honors consultant security settings (#748)
 - Fixed issue with SAGE triggers and certain emails (#749)
 - Fixed issue with double clicking the join session button creating multiple visits (#750)
 - Fixed issue with deactivated custom fields still showing in visit entry (#743)
 - Fixed issue with editing visit link not working on page 2 of the utilization (#745)
 - SI Comparison report - Percentages not adding up correctly (#747)
 - Fixed permissions issue with booking appointments by staff on group availability (#742)
 - Fixed export of grade assignments to CSV from registrations listing (#767)
 - Fixed selecting a section on Quick Visit when section title contains apostrophe (#771)
 - Fixed issue with certain visits not computed in total visits shown for registration (#765)
 - Fixed issues with recurring appointments being block when block is for all center or all staff (#766)
 - Fixed sort options for outstanding appointment requests (#768)
 - Fixed an issue with Terms and Conditions acceptance when Staff is seeing conditions for a student (#763)
 - Fixed navigation bar display for faulty entry (#775)
 - Selecting consultant on KIOSK login rechecks whether continue button should be enabled (#779)
 - Delay for KIOSK welcome message is reset when the KIOSK modal is closed (#781)
 - Fixed an issue in SI comparison report (#747)

<hr> [1.0.4] 2022-02-01

Added
 - Drag and drop student photo files now convert file names from old format to new.
 - Added preference to control display of numeric ID of student on student listing and entry and in search list
 - Added Students currently being seen to center status area of dashboard
 - Added new functionality during SAGE Email processing to assign referral to a consultant
 - Added availabilities for other centers will now appear on schedule for all persons in a center
 - Added last modified by and scheduled by to bottom of appointment display (#728)
 - Preference to allow future appointments to be auto cancelled is student cancels 2 consecutive appointments
 - Added ability to send visit notes from the Group appointment roster

Fixed
 - Fixed issue with confirm student bio not showing on dashboard for some students (#724)
 - Fixed issue with Quick Visits not showing in utilization tab if no Entered Date Time (#732)
 - Fixed issue with some reserved time blocks not appearing on schedule for all persons in a center (#731)
 - Fixed students unable to upload a document to an appointment (#719)
 - Fixed a display issue with attendance listing in student entry not display until a search is performed (#726)
 - Hide reasons and recommendations from faculty on a roster referral now works (#722)

Changed
 - Changed the display of lists assigned in student entry with searchable option (#706)
 - When SAGE recipient removed, automated emails will display the recipient with a line through (#721)
 - Notifications for outstanding appointment requests now can be shown to any group with privileges (#730)

<hr> [1.0.3] 2022-01-27

Added
 - Added Visit Notes to attendance listing in student entry.
 - Added Send Quiz option for Surveys
 - Added Lab Staff as another Consultant descriptor (#700)
 - Payroll summary export now contains work reasons
 - Added ability to mute notification bell sounds (#710)
 - Upcoming group appointments are shown as a single item on consultant dashboard
 - Added Staff.FirstLast name search to Visit search (#712)

Fixed
 - Change student status to missed in group roster will now send missed appointment email (#703)
 - Only show active sections on registrations entry (#709)

<hr> [1.0.2] 2022-01-24

Fixed
 - Fixed issue when custom missed status was not being used to calculate 2 consecutive missed appointments. (#696)
 - Fixed Reasons sort order on Search Availability reasons menu (#694)
 - Fixed issue with editing groups not showing profile menu for certain user groups
 - Fixed Registration activation for certain conditions when registration record not imported

Added
 - Special Needs added to reports for Appointments
 - Added ability to link a max appointment rule to student on (or not on) a particular list
 - Added display of time when hand was raised to the Q2 Queue (#689)
 - Dashboard for Consultants now has week and day view for appointments
 - Resources listing now uses barcode for searching in nav search field.
 - Added ability to specify section, with wildcard, when adding an item to a course list.
 - Added Semester Dates to Time Line choices for time period.

Changed
 - Change Field Value for Visits / Appointments: other fields adjusted automatically when duration adjusted (#693)
 - SysAdmins now see outstanding appointment requests as notifications items (#678)
 - Adjusted the time display on dashboard visits to show 1h 23m format.
 - Quick Visits Date Entered is no longer required

<hr> [1.0.1] 2022-01-21

Added
 - Consultant main menu shows appointment view options for Day, Week, and List
 - Updating Duration field will now auto update the End Time (for Visits Change field Value) (#693)
 - Show Accommodations in Reports (#423)
 - Outstanding Appointment Requests will notify SysAdmins (#678)
 - Max Appointment Rules now have the ability to link to Lists (#686)
 - Added start time for hand raised in Q2 list (#689)

Fixed
 - Schedule reserved blocks now shown properly on Center Schedule report (#685)
 - Work Visits do not require a student when saving on entry screen (#682)
 - Work Visits Reasons are now scrollable in the work visit menu.
 - Adjusted the entry screen to hide the save button for those without access via the table access preference.

<hr> [1.0.0] 2022-01-15

Changed
 - Code running on AWS

<hr> [0.11.9] 2022-01-13

Added
 - Create batch Work Visits from the Staff listing
 - New preference to Hide Drop In availabilities from Students
 - Upload URL as document record

<hr> [0.11.8] 2022-01-06

Added
 - KIOSK Name search allows for Middle Initial and displays middle initial in results
 - drop-ins allow student to receive an SMS reminder (#661)
 - Ability to add an import process to deactivate students not imported (#658)
 - Search avail widget title pref now used in search dialog title as well (#662)

Changed
 - Roster send emails to All send to all except cancelled appointments (#652)
 - Twig tag Appointment.isCancelled now ignores missed and added new tag isMissed (#657)

Fixed
 - Keep multi-check custom fields from wrapping between checkbox and label (#656)
 - Changing status of appointments to custom missed status was not sending missed email (#655)
 - Fixed issue with dynamic list using related data not showing page entry (#659)
 - Do not auto choose Student ID field for import field matching (#660)

<hr> [0.11.7] 2021-12-28

Added
 - Potential assignments is now a selectable menu
 - Recompute Specialties runs as a job behind the scenes (#646)
 - Appointment reasons now allows for grouped reasons (#643)
 - Added more preferences for title text for Schedule and Appointment widget (#650)

Fixed
 - Minor bug fixes (#649)
 - Availabilities for a staff is based on linkages to centers and the current user's privileges (#631)
 - Search availability choosing student no longer shows inactive students (#648)
 - Fixed issue for reason required to be chosen on schedule an appointment (#651)

<hr> [0.11.6] 2021-12-21

Added
 - Added Queue view to KIOSKs and Log Listings
 - Added minimum visit time in grade calculations
 - Added twig rendering to Confirm BIO text
 - Added center filtering to centers menu on the scheduler and sorted the centers

Fixed
 - Sections listing on Quick Visits
 - Fixed sorting Registrations on Student Entry
 - Sections on search availability

<hr> [0.11.5] 2021-12-19

Added
 - Added Terms and Conditions for Student Main Menu, KIOSK Login, and Booking Appointments. (#484)
 - Remove Course list from the listing for Deactivated Staff members. (#619)

Fixed
 - Fixed: Staff have access to create availabilities in centers they don't have access to. (#616)
 - Fixed: Student group uses the View Schedule group preference for determine the centers shown when searching availabilities. (#617)
 - Fixed: Availabilities created with choosing the DAYS (defaults to null), where being hidden when choosing Hide Unavailable on the scheduler. (#618)
 - Fixed: Batch Visits - Batch Scans and Selected do not record subject when using the wildcard (#620).

<hr> [0.11.4] 2021-12-09

Fixed
 - Fixed Attendance and KIOSK menus, only show Profiles for Centers the user has logging access to
 - Fixed adjust computed end time of appointment when Duration changed (#612)
 - Fixed SAGE Referrals Listing timeframe for Today and Yesterday (#613)

Added
 - Added Live time of Q2 visit updated and expected duration shows warning if over time (#526)
 - Added Profile Preference to prevent consecutive appointments with same student / consultant (#29)

<hr> [0.11.3] 2021-12-07

Added
 - KIOSK Menus will sub group by Profile if more than 5 profiles
 - Added more fields to be used as staff -> student linkages
 - Added special needs / skills to outstanding appointment requests
 - Added grouping by Profile for Schedule Center / Consultant menu for more than 5 profiles
 - Honor missed appointment status for Group Rosters

Fixed
 - Fixed Order profiles by Name
 - Fixed export students to CSV removed non-breaking space characters from email text
 - Fixed search in select after a listing searched

<hr> [0.11.1 2] 2021-12-02

Added
 - Added ability to drop a large number of student photos onto the student photo folder for batch upload
 - Added Subject Faculty display option to subject listing on student main menu for search availability
 - Added requirement for Student to be chosen for a Quick Visit to be saved
 - Added inactive surveys to the surveys list for access preferences
 - Added Assignments to the search Students form

Fixed
 - Fixed Whiteboard issue with blank or single pixel images
 - Boosted the speed of the search student form
 - Search students by Visits will only search active registrations

<hr> [0.11.0] 2021-12-02
Fixed
 - Fixed faculty email report

Added
 - Added more logging for send SMS for future debugging

<hr> [0.10.59] 2021-11-27
Fixed
 - Fixed dynamic dates for status charts (#571)
 - KIOSK Login, update consultant list when subject chosen
 - Fixed charts issue (#574)
 - Fixed issue with custom tab1
 - Fixed Sort Groups by Name
 - Fixed Batch Visits for selected students

Added
 - Assignment Grid now available in Sections Enrollment Entry and Registration Listing
 - Added Group Preference to hide student photos

<hr> [0.10.58] 2021-11-22
Fixed
 - Unable to delete list from Student Listing if the name contains an apostrophe (#559)
 - For a certain campus, Unable to create new Max Appointment Blocks (#560)
 - Fixed Sorting profile listing by email doesn't sort alphabetically (#561)
 - Fixed Saving a large phone number causes blank screen (#562)
 - Fixed select student names in quick visit if the student's name contains an apostrophe (Fixed #565)
 - Fixed Staff members are unable to update their Staff Bio (#566)

Added
 - Added ability to apply location to SI Batch visit and Quick Visit (#563)

<hr> [0.10.57] 2021-11-16
Fixed
 - Sort groups menu on staff entry alphabetically
 - Allow sysAdmins to access public and admin docs in System Preferences
 - Removed preference to staff confirmation BIO that was not needed
 - Cancelling appointments via a block will send cancellation emails if needed

Added
 - Student search form now allows the ability to search for the students via existence or non-existence of a linked record (Appointments, Visits, Registration, Document, Survey, SAGE Referral)

<hr> [0.10.56] 2021-11-12
Fixed
 - Fixed issue with custom views not saving all the fields for power search
 - Dropped Appointment OnlineURL custom tag
 - Fixed issue with opening profile reasons

Added
 - Added auto navigate to last KIOSK if dashboard is loaded with logging in

<hr> [0.10.55] 2021-11-09
Fixed
 - Update link class
 - If the center of a multi-person availability is changed, also change the center of the related appointments (#510)
 - Redirect kiosk accounts back to the kiosk view if dashboard is accessed without logging in (#507)
 - Profile Admins Cannot Save Profile PREFS Settings (#506)
 - Fixed unable to open groups from Profile Entry (#505)
 - Fixed wildcard search in visit location (#504)
 - Fixed Creating a new student from the log listing doesn't follow the "next ID value" preference (#503)
 - Fixed Custom Registration Listing Views - Student custom field data doesn't display (#498)
 - Fixed Appt Missed calculations when covered by a block (#518)
 - Covering an appointment with a block will now cancel the appointment (#519)
 - Fixed Appointments for subjects where subjects no longer active still show as choice (#522)
 - Fixed open term entry issue (#523)
 - Prevent arbitrary center ids from being entered with batch visit entry (#516)

Added
 - Add location drop down to Visit Record (#502)
 - Moving appointment from one consultant to another, change location (if using staff location) (#525)

<hr> [0.10.53-54] 2021-11-09
Fixed
 - Fixed Custom URL issues

<hr> [0.10.52] 2021-11-04
Added
 - Added confirmed datetime and notified datetime to notification entry
 - Added number of students selected during SI Batch student selection (#495)

Changed
 - Notification types that don't require confirmation now display on KIOSK login (#480)
 - Q2 Report menu is available to staff

Fixed
 - Group by referral related data (#442)
 - Roster emails sending to all (#485)
 - Work visit button display weirdness when resizing the screen on KIOSKs (#481)
 - Fixed issue with a blank watch list query causing save on student to show a blank screen (#482)
 - Utilization and Center Visits Widget on Dashboard - Sorting by Name or Center hides all visits (#483)
 - Fixed issue where staff privileged prevent editing students still were able to edit a column in custom view (#487)
 - Fixed with unable to search in nav search area with text that included an apostrophe (#488)
 - Fixed issue with appointment saving, when clicking save and a field is required, save button was not ren-enabled (#490)
 - Fixed issue with new student record showing timeline and registration records, now hidden until save (#492)
 - Fixed marking an appointment as Missed doesn't trigger the Missed Email to be sent (#493)
 - Fixed clicking the X icon to close the "this appointment is part of a series" window soft-locks the dashboard (#494)
 - If a recurring appointment lands on a day with an Availability Block, it still books the appointment, overlapping the blocked time (#489)
 - Added Save button to the Student Custom1 tab (#499)

<hr> [0.10.51] 2021-11-01
Added
 - Added ability to specify current term when creating max appt rules
 - Added ability to specify a course list linked to an availability
 - Added a new twig tag for "Last Modified By" in appointment records (#475)
 - Added RedrockOnly announcements to identify to Redrock staff regarding any special conditions that should be taken into account when adjusting system parameters (i.e., activating students is specially performed)

Changed
 - Custom views have a default search of all records now
 - Center utilization uses the dates of the active terms but ignores null dates in terms

Fixed
 - Fixes 'Last Modified By' in appointment records doesn't update when a student cancels an appointment (#474)
 - Fixed an issue caused by new max appointment rules: current term preventing appointment save
 - Fixed appointment documents being deleted not refreshing the document listing in appointment

<hr> [0.10.50] 2021-10-29
Added
 - Added listing editing capability to certain columns when designated (listings and custom views)

Fixed
 - When staff cancels appointment, message was stating student cancelled (#473)

<hr> [0.10.49] 2021-10-28
Added
 - Added sorting capability to faculty referrals list: sort by first or last (#467)

Fixed
 - Time check after choosing the student from the list didn't show the continue button (#469)
 - Clicking next on utilization listing doesn't hide the navsrch field (#468)
 - Changing availability location was not saving new location in appointments (#458 AGAIN)
 - navSearch previous query shows html for < and > (#471)

<hr> [0.10.48] 2021-10-27
Added
 - Added new profile preferences for Student Time Check

<hr> [0.10.47] 2021-10-26
Added
 - Added student ID, Other_ID and Other_ID2 to field picker for Custom Views (#465)
 - Added view student record button from Outstanding Appointment Request screen (#464)

Fixed
 - Fixed document type toggle buttons appearing over top nav bar (#459)
 - Fixed uploading attachment files to Email templates (#461)
 - Fixed backup link to enter online appointment now passes reason and section to log the visit

<hr> [0.10.46] 2021-10-25
Fixed
 - Fixed Outstanding appointment request reason not showing/saving on entry screen (#463)
 - Fixed batch emails for group roster emailing issue (#460)
 - Fixed availability location change not applying to group appointments when appointment is not online (#458)
 - Fixed issue with new document type button causing a click event for doc type toggle buttons (#457)
 - Fixed issue on appointment entry where editing a custom field value wasn't causing appointment save button to appear
 - Fixed minor positioning issue on whiteboard chat history when page is resized

<hr> [0.10.45] 2021-10-23
Added
 - Added support for the various date time formats on KIOSK and Log listings
 - Added sys pref to display Accum Hours on Student/Campus tab
 - Date time conversion for time zones on KIOSK and Log Listings
 - Added Profile Pref for time zone different from Campus time zone

Fixed
 - Dragging an appointment past the midnight hour fixed (#448)
 - Fixed whiteboard issue with draw sending multiple times on multiple send clicks (#451)
 - After sending, undo options cleared (#462)
 - Clicking the delete button on newly created watch/custom list fixed (#447)
 - Preview for "Warning message to display on early logout" shows a preview of Notice on KIOSK instead (#445)
 - Creating a new document type expands all existing document settings, and inverts whatever they were set to (#444)
 - After creating and deleting a Custom List, it becomes impossible to rename existing lists until a refresh (#443)
 - Changing locations in appointment entry doesn't prompt the save button to appear (#440)
 - Fixed Next staff and previous staff buttons, clicking too fast shows wrong staff (#449)

<hr> [0.10.44] 2021-10-21
Added
 - Added change log list (View Latest Changes menu added for SysAdmins)
 - Added change location on group availability affects appointments (#435)

Changed
 - When creating new document, auto expand the file browser area (#434)

Fixed
 - Typo in section search for availability block sections (#431)
 - Typo in outstanding appointment request title text (#432)
 - Email survey after visit via Join button (#428)
 - Fixed display of student appointment after booking an appointment (#433)

<hr> [0.10.43] 2021-10-20
Added
 - Improvements to navSrch previous search menu (for Students & Registrations)
 - Added color ribbons to search availability results (#427)
 - Announcements for students may be for dash or kiosk of both, also fixed an issue with login dialog disappearing prematurely (#425)

Fixed
 - Choosing consultant on logout was not working properly (issue #424)
 - Fixed custom views for very complicated table traversal (ie Registrations needs data from Courses and Students) also allow Generated fields to be chosen

<hr> [0.10.42] 2021-10-19
Fixed
 - Fixed registration views to show Student fields.
 - Found an issue with visits not logged out that aren't getting terminated (#417)
 - Moved KIOSK choices for all centers that profile and Log listings to last item in list (#416)

<hr> [0.10.41] 2021-10-18
Added
 - Subjects chosen for availabilities are shown in the slots (#260)
 - Appt Visit Utilization report, add csv output option

Changed
 - Availability recurring (optional & selected) interface changed to be more simplified (#335)
 - Less stern warning regarding date and time of appointment when not matching expected values (#414)

Fixed
 - Fixed issue when deleting a multi availability, remove from calendar display
 - Prevent double clicking on appointment save (#413, #412)
 - Fixed certain submenu choices for windows surface table (#401)

<hr> [0.10.39] 2021-10-15
Added
 - Export Registrations to csv (#410)
 - Added ability to re-search previous searches using menu on nav search (#372)
 - Added new feature / system preference: Dash chart choices are now customizable
 - Add option to show summary report for Appt Visit Utilization

Fixed
 - CC center on send email to students listing
 - Switch format of full name on user searches

<hr> [0.10.38] 2021-10-14
Added
 - Update SMS validator to support api key

<hr> [0.10.37] 2021-10-14
Added
 - Saved searches are editable by sysAdmins (#406)
 - Add icon to automated reports in favorites submenu

Fixed
 - Fixed privileges issue when switching to Staff that is Profile Admin from Faculty

<hr> [0.10.36] 2021-10-13
Fixed
 - Fixed typo in search availabilities

<hr> [0.10.35] 2021-10-08
Added
 - Added scheduler cookie prefs to the user preferences (#373)
 - Allow SI Batch codes to work for non-enrolled sections (#397)

Changed
 - Added options parameter to sendConfirmation, when online changed on availability from No to Yes or Yes to No, adjust all future appointments (#394)
 - Moving appointments, set avail id and force confirmation immediate. Recompute duration

Fixed
 - Fixed typo in search availabilities
 - Online location display option fixed (#396)
 - CC Center on Roster batch emails fixed (#380)
 - Moving appointment from one consultant to another fixed email issue (#393)
 - Fixed a bug with courselist sql when blank data in search criteria
 - Your online session is available needs to be removed if appointment is canceled or deleted (#395)
 - Prevent double clicks to enter online appointment (#392)

<hr> [0.10.34] 2021-10-07
Added
 - Trap double clicks on links on scheduler

Changed
 - Outstanding appointment requests are now accessed via Table Access preference (#389)

Fixed
 - Roster buttons became unresponsive after clicking (#384)
 - Fixed formatting of move and edit availability buttons in appt entry (#385)
 - Choose a different date on move appt (or search availabilities)... format to look like a button, fixed bug with not choosing last date chosen (#388, #387)
 - Fixed datetime format on mailqueue display (#386)

<hr> [0.10.33] 2021-10-06
Added
 - New integration functionality for merging multiple campus licenses into one
 - Faculty email report allowed for Admin (#377)

Fixed
 - Fixed Views became broken from previous adjustment (#383)
 - Fixed drawing availabilities with DAYS = null
 - Scanning SI batch codes other than Student Sequence is fixed (#383)
 - Fixed OFF/ON CAMPUS/ZONE calculation (#379)
 - Fix missing csv header (#371)

<hr> [0.10.32] 2021-10-01
Added
 - Minor documentation, latest trac

Changed
 - Group pref override scheduling prefs allows search Avail find any availability during move process (#370)

<hr> [0.10.31] 2021-09-30
Fixed
 - Process SI and Batch fixed online checkbox option (#369)
 - Fixed the CourseList course item issue when expanding an item, search didn't account for text values (#367)

Added
 - Update PinStatus during imports, remove old pins automatically, allow user to remove a status pin if they dont need to see it any longer (Gears turn during long processes)
 - Added a KIOSK option for All Profiles (#365)
 - Added a few more power search phrases for the visits listing (#366)
 - Nightly terminate removes any non-started visits

<hr> [0.10.30] 2021-09-29
Fixed
 - Fixed a typo in student nav search choices: Birthdate
 - Batch visits create for non-online batches properly (#361)
 - Prevent appointments with duration <= 0 from being booked
 - Addition appointment security checks added to prevent user from hacking the appointment values

Changed
 - Auto cancel future appointments when 2 consecutive missed in a recurring series
 - Add survey instructions to the survey link email

Added
 - Add watch list indicators to referral list to faculty (#352)
 - Profile admins can create student records in the student listing screen
 - Referrals Assigned, student name is now clickable to view student entry (#363)

<hr> [0.10.29] 2021-09-28
Fixed
 - Latest trac for menu slider fix (#354)
 - Don't allow students to override a conflict with a blocked time (#355)
 - Fixed appointment layout issues when viewing from a phone (#349)

Changed
 - Referrals listing on dashboard, add student name and added ability to filter

Added
 - Added search active only to registrations listing (#356)

<hr> [0.10.28] 2021-09-24
Fixed
 - Fixed appointment layout issues when viewing from a phone (#349)
 - Fixed issue with choosing a section for an availability (#348)
 - Moved get student bio to a helper proc. Fixed issue when showing students before opening batch visits (#350)
 - Another fix (#329) - applied to group appointments
 - Fix for issues (#322, #339) - appt scheduled by and modified by

<hr> [0.10.27] 2021-09-23
Fixed
 - Click continue multiple times creates multiple logins, hide button to prevent (#347)
 - Date format for search availability problem (#342)
 - Fixed an issue with Static lists being non-editable (#338)
 - Converting seconds to HH:MM format, rounding fix

Added
 - Add a message to top of appointment when appointment is saved (#)
 - Add logging to survey and report email attempts
 - Allow required fields that are toggle fields to be highlighted when not chosen (during validation process) (#344)
 - Added ability to test an IP address to understand if IP is in block range or not.
 - Add SchedModBy field to Appointments table
 - Error logging on appointment email send
 - Faculty email report - add reply-to email address

Changed
 - Email: Only allow From override if not using mail.cordernet.com or office365
 - Adjusted wording of Reason Not Required override (#341)
 - Differentiate between visit location and appt location for student visit/appt report (#336)

<hr> [0.10.26] 2021-09-21
Added
 - Add a RegStatus field to Registrations allowing a different field to be used for deactivating a registration record (#334)
 - Additional Logging on calc_Missed
 - add ability to process additional merges, cleanup, after a merge operation has been performed using an optional function 'app_processAfterMerge'

<hr> [0.10.25] 2021-09-20
Fixed
 - Fixed a bad SQL statement having to do with blocked availabilities

<hr> [0.10.24] 2021-09-20
Added
 - Added ability to collapse the filter text on KIOSKs (#328)
 - Add document uploaded Notifications that appear under alarm bell (#180)

Changed
 - Preference for work button now control consultants logged in button
 - Obscured placeholder will now use a label is text to be displayed

Fixed
 - Fixed a bad SQL statement
 - All uses of count check for countable
 - Cancelling an appointment might mark status as undefined (#326)
 - Fix for automated reports - even if bad email address, update favorite as processed
 - Fix import batch item process to not automatically have a batch file name, so the user has to enter it.

<hr> [0.10.23] 2021-09-20
Changed
 - Adjusted cleanup report - use record class so changes are auto logged

<hr> [0.10.22] 2021-09-18
Added
 - Added ability to pull linked student data into staff record when viewing/updating (#146)
 - Allow max appointment rules for blank status (#317)
 - Added Bi-Weekly to repeating appointment

Changed
 - Group multi slot booking should not use time intervals (#323)
 - Don't notify Staff when their own work visit appears (#321)
 - Show FTP versus School Imports Test file name
 - Query student subjects is faster now on search availability

Fixed
 - New Custom fields had an issue with saving before extra clicks (#250)
 - Latest trac and fixed dashboard links on entry forms
 - Cancel - missed status wasn't being applied properly (#324)
 - Fixed Show These students from the Visits listing after having found visits for this week (#320)
 - Prevent student double booking re-fixed (#318)
 - Set appointment status as attended when online session entered (#319)

<hr> [0.10.21] 2021-09-17
<hr> [0.10.20] 2021-09-17
Added
 - Batch assign UUID for faculty if not already assigned.
 - Added php Uuid::uuid4() assignment to import process for any record that has a UUID field
 - Students can use the multi-slot booking now

<hr> [0.10.19] 2021-09-16
Added
 - Added ability to remove calendar iCal attachments (#279)
 - TotalTime in Visits Export (#307)
 - Log out consultants button added to list of consultants logged in (#306)
 - Latest trac
 - Ability to override max merge records found limit
 - Conclude work visits from visit listing (#303)
 - Reports are now run as job on the job server
 - Added ability to Log visit to only staff who are logged in to work (302)
 - Added Section CRN to various reports (#298)
 - New profile pref to require reason and section on save appt only
 - When logging in at KIOSK for an appointment, the Subject and Reason and Time are displayed
 - Allow section to be specified in a Custom KIOSK (#280)

Changed
 - Allow uses to remove a list even if linked to student records
 - Show only staff in a center if there is a linkage for that staff in that center
 - Custom KIOSK assigning a Reason, removed any duplicate choices
 - Hide work visits from KIOSK (#308)
 - Writing centers don't use specialties for subject list for consultant (#304)
 - Roster status updates are now done using record object for logging purposes
 - Changing online for an appointment in a series now applies the value to all in the series (#254)
 - Last import status with mismatched columns or column data has better error display
 - Only output headers right before json output (for the API)

Fixed
 - Fixed issue with blocks not completely obscuring availabilities
 - Multi-slot booking fixed when hour start increments is 0 (#310, 309)
 - Don't show inactive registrations on search availabilities subject choices (#313)
 - Wait time reports: if WaitTime is null, use 0 (#305)
 - Fix resource images load/uploadto
 - Fixed bug with login to appointment text showing subject reason and time.
 - RecurID of undefined is not a real recurID
 - Max Appt Rules for Subject needs to query for same CourseID

<hr> [0.10.18] 2021-09-14
Added
 - Added #id of conflicting subject section appointment for debugging purposes
 - Added go to dashboard icon to some of the entry screens

Changed
 - Use NIL UUID for default User, check for null user before loading groups
 - Group appointments with slot prefs (same subject, same faculty, same section), now do a check before saving a new appointment (#246)
 - Split automated_reports into two scripts - reports and exports

Fixed
 - Adjust z-index of nav so magnifying glass isn't on top of menu above (#248)
 - Fixed typo, report calculation (#296, #301, #300)
 - Students can't override adding more to a multi-person slot (#296)
 - Don't show work visits (or visits with null for student id in Log List or kiosk)
 - Removed duplicated appointments based on related table search
 - Fix, in case a later-deleted customData field is in use in a saved favorite report
 - SchedCheck bug fixed
 - Move To dialog now appears over existing appointment dialog
 - Get proper campus code for sso logins

<hr> [0.10.17] 2021-09-13
Added
 - Referrals widget default open/close via cookie
 - Added CRN to Student's Registrations List
 - Added CRN field to various reports (#287)

Changed
 - Removed 'Email' from User Login prompt
 - Removed PHP Mailer
 - Automated reports use new CRON and jobs system

Fixed
 - Appt SectionID and ReasonID properly copied to group roster visit when attended
 - View these Students from Registrations listing (#293)
 - Roster attended was duplicating visits, fixed
 - Also attended now sets the enteredDT to same as TimeIn for roster visits
 - Latest trac with str_toHours fixed
 - Fix link in email for emailed reports
 - Work visits menu needed a unique id to differentiate from nav menu work visit menu
 - Fixed issue with faculty courses not showing students enrolled

<hr> [0.10.16] 2021-09-10
Added
 - Added Section CRN to main Registration listing

Changed
 - Make sure appointment's section and reason override availability
 - Availabilities dropsearch for sections show only active sections, minor cleanup of count of selected records

Fixed
 - Mark a group appointment item as attended applies sectionID to the visit record (#283)
 - Fixed issue where TimeOut wasn't being computed on an SI Login. Fixed issue when number of students in current selection filled up memory (#281)

<hr> [0.10.15] 2021-09-10
Added
 - Added Redrock Pref, to set how many days of data for reports to run as a job

Changed
 - Use new Redrock IP detection
 - Update import status when file not found or FTP Path is nonexistent
 - Update automated_reports.php - added logging, and better null checking

Fixed
 - Hide availabilities fixed when availability was for DAYS not shown

<hr> [0.10.14] 2021-09-10
Added
 - Added display for import file location (test or FTP)
 - Added ability to use caching for certain record types during the import process to increase speed of imports by 300%
 - Add limitation message for Office 365 email (#38)

Changed
 - Import now allows for Student record caching, adjusted to track memory usage
 - Import status while importing, show latest record count
 - Importing: switched the default cache setting from no to yes

<hr> [0.10.13] 2021-09-09
Added
 - Added more clarification notices/descriptions to all system preferences
 - Added handling of SSO de-auths
 - Add SAML/CAS settings for de-auth

<hr> [0.10.11] 2021-09-09
Added
 - New system pref to control format of subject when searching availabilities (#215)
 - Hover over log listing images makes them enlarge
 - New appointment group pref added (#262)
 - Photo image sizes can be controlled on the log listing (#268)

Changed
 - Student Touchless signin in using phone: auto select first subject to help fix iOS issue (#276)
 - Faculty view: related courses now default to active only (#275)
 - After a staff record merge operation we remove any duplicate entries in the CenterStaff table (#270)
 - Adjustment to the interface for the merge records functionality

Fixed
 - Sections: find duplicate records fixed
 - Consultant Schedule Summary Emails is now working (#263)
 - Fixed import status issue
 - Don't try to delete a non existent document (#274)
 - Subject courses on search availability sorted properly (#249)
 - Resolve issues with cookie settings not being honored (#259)
 - Fixed custom KIOSK reasons and consultants (#253)
 - Don't send terminate message to student if preference is not checked (#241)
 - Blank announcement bodies fixed (#261)
 - Cleanup appointment code, save user who modified it and date and time modified
 - Dont allow adhoc creation of avail when no center / staff chosen on pulldowns
 - Hide availabilities when not linked to staff on search availability

<hr> [0.10.10] 2021-09-08
Changed
 - Get default time zone of America/Phoenix when Prefs doesn't exist yet
 - Update manual cron runner with modern code, specifically changeCampus
 - Add cleanup script for emails with massive attachment lists
 - Check if email can be tried before trying
 - Smaller email batch sizes when sending plain emails
 - Email updates: a bit more reply-to implementation
 - Adjust SAGE referral emails recipients display

Fixed
 - Fix issue with email attachments growing to absurd levels
 - Fix twig rendering error logging

<hr> [0.10.9] 2021-09-08
Added
 - New not Online pref to display when Online checkbox is NOT checked
 - Additional options for SAGE date filter
 - Dashboard widget: SAGE Referrals uses filters and also use cookies for default open/close display
 - More LDAP validation preferences for functionality

Changed
 - Adjust handling of sender reply tos

Fixed
 - SAGE automated emails listing formatting issue

<hr> [0.10.8] 2021-09-03
Added
 - Provide user feedback after duplicating a survey

Changed
 - Set UUID for all students without a UUID during process activations script
 - Hide term sequence: its confusing

<hr> [0.10.7] 2021-09-02
Added
 - Staff listing on profiles now has a search active only option
 - Option for new time format that is not military time (for log listings)
 - Send Survey to students in current student listing

Changed
 - Import jobs allowed to take longer amount of time to finish (for now)
 - Consultant save own record will only load self as choice on new recs

Fixed
 - Fixed Wildcard subjects now appear in Center Schedule report (#239)

<hr> [0.10.6] 2021-09-01
Added
 - For reports being emailed (by auto-favorites, job, manual, etc.) implement reply-to for schools using our mail server
 - Next and Previous scheduler buttons can use enter key to activate
 - For TracCloud schools using our Redrock mail server, for emailed reports, set reply-to

Changed
 - Consultants default to their own schedule for their default center when they click the Scheduler link
 - Show only active reasons to choose from for visits cleanup report

Fixed
 - QR kiosk code not allowing students to login (#238)
 - Prevent multiple appointments for a single student in same multi-person group (#235)
 - Prevent double click on update specialties (#236)
 - Referral custom questions need to be handled differently when applying annotated referral values to selected referrals (fixed issue where all custom questions were being updated)
 - Fixes privileges: SysAdmin group overrides Admin, Staff or Consultant privs
 - Visits by FTE report fix
 - Access own schedule should only show own consultant info (#216)

<hr> [0.10.5] 2021-08-31
Added
 - Record when visit notes sent, show an indicator (#226)

Changed
 - Appointment location on calendar is obfuscated (#230)
 - Center staff list uses own setsuffix to utilize own search filters (#224)
 - When barcode lookup occurs and only 1 student found, auto select

Fixed
 - Fixed a display issue with Cancelled or Missed appointments (#229)
 - When document not yet saved, but new doc ready to be uploaded: fixed issue with it showing are you sure you want to upload with no doc (#225)

<hr> [0.10.4] 2021-08-30
Added
 - Added expired time to display of sessions that no longer are available
 - Added 2 new names for consultants (Educators & Academic Coaches) (#218)

Changed
 - Show current time bar on schedule as blue and server time when server time does not match local time on scheduler
 - Block non-redrock sysAdmins from editing import batches
 - Added more functionality to merge faculty. Fixed issues (#210, #212, #213, #151)
 - Visit / Appt Export refinements

Fixed
 - Set the initial check value for items with isNewOnly checked for assignment field list

<hr> [0.10.2] 2021-08-27
Added
 - Log json apptcenters when no records found
 - Added error message to apptcenters when returns blank json

Changed
 - HTTP_X_FORWARDED_FOR as the user's IP address
 - Visits report FTE improvement
 - Change logging to info level and do it every time apptcenters json is called

Fixed
 - Fix issue with appointment centers json call failing

<hr> [0.10.1] 2021-08-26
Added
 - Added new removeDuplicateFaculty job and associated menus

Changed
 - LDAP Tweaks, fallback to local accounts when ldap fails
 - Simplified notification code for URL link copy
 - Prevent entry in online dropin session before it's time

Fixed
 - Fix some issues with LDAP settings not making sense
 - Online URLs from the search availability maybe copied to the clipboard now
 - Fixed online copy URL for older params

<hr> [0.10.0] 2021-08-26
Added
 - Added Appointment.OnlineLink tag to retrieve a URL that can be emailed for an online session appointment

Changed
 - Return to original url when doing SSO redirect logins
 - Cleaned up and standardized online session link to go through a single form that rejects or redirects based on whether or not the session is available

Fixed
 - Fix retrieval of staffPhotos directory
 - Fix issue with retrieving empty url overrides
 - Use proper job return types

TracCloud: Advanced Preferences

2026-05-08T19:33:07Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
<div class="categoryDynamic">
{{TracCloudGuideProfileTOC}}
</div>
<div class="pageTitle">Advanced (or rarely used) Preferences</div>

The Advanced Prefs tab contains rarely used options, or options that we recommend against for typical use-cases. We recommend leaving these preferences blank unless instructed otherwise. While the documentation below explains what each of these preferences do, we still recommend reaching out to us before making changes.
 
[[File:1999950.png|800px]] 

* Number of Recs Shown per Page
::This limits the number of students shown on one page of the Log Listing/Kiosk. Blank is unlimited, any other number will paginate this listing automatically. 

* Allow cancellation/deletion of new appointment within x minutes
::This option assumes you penalize students who cancel a certain number of appointments via [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks|max appointment rules]]. The value entered here acts as a buffer for when cancelled appointments will be deleted instead of set to a cancelled status. For example, if a student books an appointment and cancels 5 minutes later, you may not want to penalize that since the student wasn't holding the appointment for very long. If this preference was set to at least 5 minutes, the appointment would be deleted and would not count against your max appointment rules for that student.
::This preference is dangerous as if the value is set to high, it can inadvertently delete appointments that should've been recorded as cancelled. 

* Create visit when entering an online session
::If blank or "yes," a visit will be recorded when a student joins an online session through the Trac System. Disabling this means that TracCloud will not automatically record the visit, so it must be recorded manually by a staff member. 

* Create visit when marking an appointment as attended
::If blank or "yes," a visit will be created when marking an appointment as attended, assuming a visit doesn't already exist. Disabling this means that TracCloud will not create a visit when an appointment is marked as attended, it must be created elsewhere. 

* Preserve the raw online link as is (for Ical) (no login thru traccloud (default is no)
::The online location in calendar invites from TracCloud will be an online link that automatically marks appointments as attended when the student joins. Setting this option to 'Yes' means that it will instead provide the online URL link directly (e.g., Zoom link). This prevents TracCloud from recording that the student attended, but bypasses the need for the student to login to TracCloud to join. 

* Create visit for manually attended appointment during separate student visit
::There are three options for this preference, each determining how TracCloud handles a case where an appointment is marked as attended while the student is already logged into the center. For example, if a student is logged in from 1pm to 4pm and has an appointment in the middle from 2pm to 3pm.
:: • "Do not create overlapping visit" - TracCloud will not create an overlapping visit in the above scenario. The student's only visit would be their 1pm to 4pm visit.
:: • "Create overlapping visit (default)" - TracCloud will create an overlapping visit in the above scenario. The student will have a visit from 1pm to 4pm and an additional visit from 2pm to 3pm.
:: • "Split the current visit, create a new visit" - TracCloud will split the existing visit to fit the new visit in the above scenario. The student will have a 1pm to 2pm visit, a 2pm to 3pm visit linked to their appointment, and a 3pm to 4pm visit. 

* Status for late cancellation
::If left blank, a late cancellation will be recorded as "CANCEL - MISSED" (or your Profile's version of the "Missed" phrasing). You can use this to change the phrasing of this status entirely, but make sure to include the word "Cancel" somewhere in the status otherwise TracCloud will not send a cancellation email or open the time slot for other students.
::One valid reason to change this would be your Auto Cancellation from Student Cancellations preference in your email settings, as this will only apply when a status contains both the word "Student" and "Cancel." In this case, you may want to change this preference to something like "Student Cancel - Missed" if these appointments should count towards auto cancellation. 

* Override Alarm Trigger & Override Alarm Duration
::These options allow you to set custom alarm timings for calendar clients. The format must be "-PT24H" and "PT15M" for the trigger and duration respectively. If left blank, 24H and 15M will be used. 

* Allow complete override of appointment start and duration
::If checked, it will become possible to manually change an appointment to a different time. You will need to first click the day to override, it will change to red to indicate this. You can then click the start time and end time to modify them. Moving an appointment in this way will ignore profile time restrictions.
::[[File:66236236.png|400px]] [[File:12236237643.png|360px]] 

* Override Global Preference for Work Visit Enter Notes on Logout
::Allows you to override the [[TracCloud:_System_Preferences|global preference]] for asking for notes during work visit logout. Allowing for asking for notes on work visit logout when the global preference is disabled, or vice versa.

[[Category:TracCloud Manual]]
</div>

File:1999950.png

2026-05-08T19:31:10Z

Redrock: Redrock uploaded a new version of File:1999950.png

1271074

TracCloudChangelog

2026-05-08T09:00:03Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.3.36] Current Release
Added
 - Added twig tag support for individual survey questions
 - Added report search filters (#, &&, |, blankornull, etc.) to the Referral Reason and Referral Recommendation search fields in the SAGE Referrals by ?? report and the Referrals by Student and Appointments/Visits report (#3075)
 - Added an option in the Survey Responses report to select specific questions to include in the report (#3128)
 - Added a SurveyTrac option to email a survey to a consultant after a work visit only (#3125)
 - Added group preferences to restrict user from creating Phone, Asynch and Online availability
 - Added Filter Location on Scheduler to support multiple locations or Name separated by commas
 - Added new group privilege to restrict a user from viewing custom kiosks with linked consultants unless user is the consultant (#3131)
 - Added option to referral types to customize name of Submit Referral button
 - Added an option for Roster Referrals to display additional instructions at the top of the roster referral modal
 - Added new group preference to restrict user from seeing Asynchronous messages tab on appointments (and their student as well)
 - Added a new profile preference for overriding work visit log enter work notes
 - Added a new SAGE referral type pref to hide the "Affect All Selected and Shown" button on roster referral modal
 - Added a Reasons and Recommendations title override per Referral type

Changed
 - Added override rules for Appointment invites to give extra days for certain students

Fixed
 - Fixed a SurveyTrac issue of staff or faculty not being able to access a static QR code survey (#3113)
 - Fixed a SurveyTrac issue where conditional questions based on a radio or multi-check choice with an optional/additional entry field wouldn't show (#3126)
 - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time
 - Fixes an issue where sending a survey to the current listing of students/faculty/staff, after sorting the listing by a column header, fails (#3132)

<hr> [1.3.35] 2026-04-29
Added
 - Added sort by centers to the Log Listing sort options (#3089)
 - Added Skills/Accommodations to the User Detail report as an additional field to show (#3097)
 - Added a new Resource Checkouts per Visit report in Management category
 - Added Center custom fields to the Visits by ?? report as additional fields to show
 - Added an option to the Survey Snapshot report to filter responses in-report and open the listing of recipients based on the filtered responses (#3070)
 - Added Appointment Invites as new feature for general use and especially testing / proctoring centers
 - Added a new group privilege to restrict a user from access certain custom fields (read only vs read/write vs no access)
 - Added the option to clear out the assigned consultant when processing SAGE referrals (#3120)
 - Added completed actions on the modal when a SAGE referral is resolved (#3120)
 - Added the option for prospective student requests to allow only phone, only email, or either; also, option to customize the messages for Prospect Log In and for Create Prospect (#3102)
 - Added Resource Sub-Type, and the option to track resource quantity/availability by sub-type
 - Added Outstanding Requests custom fields as additional fields to show for the Outstanding Appointment Requests report (#3123)
 - Added Steps Reports for Success Plans and Work Plans, for showing past due steps or next steps.
 - Added new Block Students field to Staff records and utilized in the search availabilities
 - Added Section Enrollment to the Workshops batch enroll, for enrolling students registered for the workshop's section

Changed
 - Referrals listing and Timeline now honor the View Own Referrals preference (#3090)
 - Added a new Referral state for the referrals types allowed in Group Prefs: View and Edit, No Listing

Fixed
 - Fixed an issues where KIOSK did not adjust the choices for subjects, consultants or reasons based on linked values
 - Prevent duplicate prospective student requests if the same email/phone number is used (#3107)
 - Fixed an issue where cookie size was limiting the number of students being concurrently helped in Q2 (#3122)
 - Fixed an issue with the Custom Kiosk Static QR Code, confirmation code submit button (#3124)
 - Fixed an issue with the schedule, where clicking on the appointment play button to start the visit might create a duplicate visit if the student already started the visit (#3111)
 - Fixed an issue with the search availabilities using the choices form special needs widget (#3127)

<hr> [1.3.34] 2026-03-01
Added
 - If a Workshop is connected to a staff, show it as a reserved block on the schedule (Also blocks any overlapping availabilities for that staff from availability searches) (#3047)
 - Added an option on the Students Workshops Attendance report to highlight attendance for better visibility (#3050)
 - Added an option for Max Appointment rules to max out the number of seats (for testing centers) (#3054)
 - Added a preference for Touchless QR Codes to require User Name / Password validation
 - Added an option to add Max Hours to the Staff Confirm Bio (#3052)
 - Added an option to SAGE reports to select multiple referral types (#3072) rather than just one. To select multiple options, hold down Ctrl and click on each desired option (or use Ctrl-up/Ctrl-down arrow keys to navigate, and press Space to select/deselect).
 - For creating SI Batch Visits, added Select All and Select None options to the list of students without previous visits (#3073)
 - Added an option to show step prompt notes in the Success Plans report (#3065)
 - Added an option for Workshops to generate a QR code for students to scan, to mark attendance (#3068)
 - Added an option for Workshops, after the workshop is over, to mark all non-attendees as Missed

Changed
 - Use profile preference for allowing asynchronous messages to be composed after an asynchronous session has been concluded in displaying the conclusion message (#3044)

Fixed
 - Minor accessibility fixes
 - Fixed an issue with Registration Listing search criteria being applied to Section Entry -> Enrollment Listing (#3058)
 - Fixed an issue with Appointments in Staff Timelines (#3057)
 - If a Q2 Hand is raised but the main visit record is logged out, the Q2 hand raise will not be counted on the dashboard widget (#3069)
 - Fixed an issue with Faculty Name not being shown on KIOSK and LogListing Login for choosing a Subject when the preference includes faculty (#3071)
 - Fixed an issue with Search Availability Pref inclusion of Faculty (but no faculty assigned) causing the choice to display as null (#3079)
 - Fixed an issue with Confirming Subject and Reason for Q2 after hand is raised for a specific reason (#3080)

<hr> [1.3.33] 2025-12-15
Added
 - Added a new SAGE report, Faculty Referral Activity
 - Added a new preference to allow sysAdmin to disable Mentorship Asynchronous communications
 - Added an option in the survey responses tab to delete a survey response (#3008)
 - Allow Super Admins to use the Login As functionality
 - Allow up to 9 Student Custom Tabs on the Student Entry screen
 - Added Send Email to Staff Entry
 - Added Bi-Weekly to Announcements
 - Allow Success Plan steps to utilize multiple reasons per step
 - Added the option to duplicate a resource from the Resources Listing (#3026)
 - Added the option to reset Student/Staff confirm BIO on term start dates automatically
 - Added new option to allow announcements to be displayed as a Live Poll

Changed
 - If KIOSK number of subjects, reasons, or consultants choices is 1, then display a 'Select a ???...' as the first choice
 - The Other menu has been adjusted to show fewer items, modules are now in a submenu and the version is in a submenu as well
 - In the Reports center picker, you can now search by entering any part of a center name, not just the beginning.

Fixed
 - Fixed an issue in the Appointments/Visits Utilization report where, if showing reserved blocks, some reserved blocks would show if its associated center was not selected in the report settings (#3004)
 - Fixed an issue with the Mentee Linker tool (#3003)
 - Fixed an issue with reports if a search field only contained a space character (#3017)
 - Fixed an issue with stacked availabilities and when an appointment is booked and the center is changed from in-person to online stacked availability (#2998)
 - Fixed a report permissions issue with Students Workshops Attendance, additional fields to show (#3029)
 - Fixed an issue with Sections listing and search active only
 - Fixed an issue with automated Appointment Reminder emails where it would sometimes send a second identical email a couple minutes after the first email
 - Fixed a SurveyTrac issue with surveys sent via "Display as link on main menu" for logged-in staff that also have a student account, that prevented submission (#3042)

<hr> [1.3.32] 2025-11-10
Added
 - Added option for search availability to use the require center option when the center is shown on search availability widget
 - Added Visit Created by in the Initial Visit report as an additional field to show (#2954)
 - Added an option in the Referrals by Student and Appointments/Visits report to search by appointment reason and visit reason (#2959)
 - Added Appointment search section to the Additional Search options in the Center Schedule report (#2948)
 - Added confirmation to consultant logout on KIOSK consultants logged in list
 - Adhoc QR Codes that are generated from an availability now adhere to the allowlist and blocklist options
 - Added a staff preference that allow a new user type, Super Admin, which is similar to Profile admins but also has a few extra options
 - Added a badge to the system audit widget displaying the number of system audit issues that have been found (also show and hide via cookie indicating state)
 - Added a System Audit widget to the dashboard for SysAdmins
 - Added new anchor panel interface on student entry screens to handle many custom fields to reduce scrolling
 - For workshops where visits are created, the visit location will match the workshop location (or for online visits, the workshop online URL) (#2975)
 - Added Location as a required field for Quick Visits
 - Added the Workshop option to send confirmation emails when batch enrolling students (#2968)
 - Allow the Asynchronous title preference to be shown on availability and appointment entry
 - Added CSV output option for the SI Comparison report (#2984)
 - Added an option in surveys directed to students to only direct to students on a student list (#2977)
 - Added Availability Notes as an additional field to show in the Students Visits/Appointments by ?? report (#2994)
 - Added an option in Workshop attendance scan to override maximum attendance, and the roster filter now works with ID besides name (#2983)
 - Added an option to duplicate a workshop in the Workshops listing (#2996)
 - Added more search options to the Workshops listing (#2997)
 - On the payroll report, if Show Student Visits is selected, the report now shows non-duplicated student visit time totals; additionally, if Show Work Visits is also selected, the report now shows percentage of consultant work time spent with students (#2902)
 - Added a new SurveyTrac report, Unanswered Staff/Faculty Surveys (#2965)
 - Added a new Faculty-only report, Faculty Student Appointments (#2999)
 - Added Learning Strategist to list of Consultant types
 - Added Student Other_ID to list of fields in Appointment Find by Values choices
 - Prevent student/staff from booking an appointment if the appointment time conflicts with a current class schedule
 - Added twig processing to send text to student/staff

Changed
 - When user's group pref indicates no viewing visits or work visits, hide the Attendance Listing menu item
 - Adjusted a KIOSK Login to only show Centers for the Profile the KIOSK was created in when no center is chosen
 - The Referral Processed checkbox can now be unchecked to reopen a previously processed SAGE Early Alert Referral
 - Adjusted the SAGE Referral Processed header to Followup and Processed Info
 - Added a 'tighten' and 'expand' option to SAGE Referral entry to allow more information to be displayed at once, uses cookie to remember last setting
 - Changed the method for what are the related profiles when check out resources
 - For Visits -> Linked Documents, new Document modal will hide document types not allowed to staff (instead of showing as disabled)
 - Hide Satisfaction label on Attendance Listing if user isn't allowed to see satisfaction values (#2976)
 - Assessments and SuccessPlans remember to be shrunk or expanded based on the user's last preference

Fixed
 - Fixed an issue with rendering previews
 - Fixed an issue with Q2 Reason updates causing failure if no reason being asked
 - Fixed an issue with search availability using the consDropin and ConsWork preferences
 - Fixed an issue with Staff Confirm BIO Custom fields not saving (#2924)
 - Fixed an issue with reports, not being able to save a favorite if a used student list name contains a single-quote character (#2963)
 - Fixed an issue with search availabilities when large number of slots listed, the date change doesn't search the new date chosen (#2964)
 - Fixed various WCAG issues
 - Fixed an issue with appointment entry - show name to staff and make sure the link is available to staff entry
 - Fixed an issue with table access setting for Staff Entry not being honored on click from Appointment entry
 - Fixed an issue with some report modals where a popup search was sometimes inaccessible (#2970)
 - Fixed a search availability issue with time zones east of GMT: for example Kuwait and Singapore.
 - Fixed issue with the combination of OAUTH, Mail, Microsoft and iCal attachments not auto adding to calendar
 - Fixed an issue with stacked availabilities on the Appointments/Availabilities by Hour by Day of Week report, make sure they only count once (#2985)
 - Fixed an issue with group appointments not counting properly on the Appointments/Availabilities by Hour by Day of Week report (#2995)
 - Fixed an issue with the 'Send Email to' option in the Workshop Roster not working (#3000)
 - SuperAdmins can now see the show my schedule button on the scheduler

<hr> [1.3.31] 2025-09-19
Added
 - Added the Assessments Summary report to the Retention report category
 - Added reverse date sort to Attendance Log Listing
 - Added Assessments tab to the student search
 - Added a new functionality for choosing a staff record in lieu of a student record for appointments
 - Added two new Student types: Staff and Alumni that are protected from deactivation by the system
 - Added a progress spinner to all drop search areas (search for students, etc)
 - Added Center column to the Workshops listing, including the ability to search by center (#2952)
 - Added a new group privilege to limit staff consultants to only see their own peer linked students in the student listing
 - Added ability to batch import staff certificates from ACTP certificate extract file
 - Added ability for stacked availabilities to differentiate recurring appointment settings per center
 - Added Visit Created by in the Visits by ?? report as an additional field to show (#2954)
 - Added new profile pref for overriding date and time changes outside the availability constraints
 - Added QR Codes for Assessments
 - Added Block These and Allow Only icons on schedule for availabilities

Changed
 - For security reasons, the Preview button for twig has been changed to send an email of the preview to the current user's email address
 - Changed the subject listing on Referral entry to only show subjects for the faculty if the current user is a faculty (#2955)
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed an issue with need for Byte Order Marker removal on import files and on previously stored headers (#2919)
 - Fixed an issue with online session notification being displayed to sysadmin that booked an appointment for another staff (#2938)
 - Fixed an issue with the notification window having an issue with visits without a start time (#2940)
 - Fixed an issue with Peer Mentor Linkages expiring
 - Fixed an issue with LogListing Sort menu (#2947)
 - Fixed an issue with changing appointment from in person to online and the URL does not update (#2953)
 - Fixed an issue with Listing sorts, unable to reverse sort (#2956)
 - Fixed an issue with Appointment status icon not updating when a KIOSK visit is logged out (#2957)
 - Sped up the query for showing staff that are currently logged in and are available to KIOSK login
 - Multiple Career Center adjustments/fixes: for Resumes, Job Postings and Reference requests.
 - Fixed an issue with Staff record saving causing Student record to be created.
 - Fixed an issue with Custom View, Base Search, NavSearch and moving to Page 2 (#2961)

<hr> [1.3.30] 2025-08-27
Added
 - Added the Jobs by ?? report for Career Center Management
 - Added Research Jobs tab to the Resume Builder tool
 - Added Links for Research Jobs to Bureau of Labor Statistics, O*NET and My Next Move
 - Added Additional Search to the Jobs by ?? report
 - Added new Module: Assessments. This allows campuses to create any assessment evaluating learning styles, study habits, or exploring cognitive abilities.
 - Added option for Peer Mentor Linkages to expire outside the Term they were created
 - Added reverse date sort to Attendance Log Listing

Changed
 - Changed max number of custom fields in a listing based on location from 100 to 200
 - Security update: not including page URL in code

Fixed
 - Fixed an issue with reserved block override status field not showing if the max students value is 0 (#2911)
 - Fixed an issue where searching peer mentors based on visit data had an issue (#2915)
 - Fixed an issue with attendance tracking for faculty prevented access (#2914)
 - Fixed an issue with Appointment Location field not updating for a stacked availability (#2912)
 - Fixed an issue with availability list selection for block or only allow showing all lists (#2913)
 - Power search after a saved search in a custom view, navigating to page 2 didn't use the power search (#2905)
 - Workshop enrollment list will show a line through the workshops that have been cancelled (#2917)
 - Workshop list of choices will show a message indicating that the workshop was previously enrolled but cancelled (#2916)
 - Fixed an issue with Mentee Search from Staff Entry (#2921)
 - Fixed an issue where editing some saved favorite reports sometimes did not load all previously-saved data (#2923)
 - Fixed an issue where, if global email settings From name is set to Campus - Center, it now gets the correct center per email (#2922)

<hr> [1.3.28] 2025-08-12
Added
 - Added Career Center Management, resume builder, job search, job postings, candidate search functionality
 - Added OIDC SSO
 - Added Sort by Consultant to Log Listing
 - Added STAFF CANCELED for Asynchronous appointments

Changed
 - Custom forms can now receive documents via custom form fields
 - Provided more limitations of twig filter functions

Fixed
 - Fixed an issue with saved searches linked to custom views (#2897)
 - Fixed an issue with required fields not being notified on custom form save (#2901)
 - Fixed an issue with upload document by staff not recomputing Work Plan completion (#2904)
 - Fixed an issue with default files types not set for custom file fields
 - Fixed an issue with wildcard not working with searching CtrNotes on attendance listing (#2909)

<hr> [1.3.27] 2025-07-30
Added
 - Added new tables for Career center including ReferenceStatements
 - Added new consultant types (Academic, Athletic and Career Recruiter)
 - Added a Retention reports submenu with new reports for custom forms: Responses, Snapshot, and Summary
 - Added an option to block students class times during student search availability
 - Added Workshop Labels as an additional field to show in the Visits by ?? report (#2876)
 - Added profile as an option for Staff Reason Specialties screen
 - Added an override date for SAGE Nothing to report Period start
 - Added a new navsearch option to loglisting to show all in progress Q2 table Visits
 - Added user name as an additional field to the Consultant Additional Detail Listing report (#2884)
 - Added new Action in student entry to allow for sending an email to request student confirm BIO
 - Added Asynchronous Appts grouped by Consultant to Consultant Supervisor Widget
 - Added a new Log Listing field option to show an indicator if a student is logged in during class time
 - Added a profile preference to prevent students from signing in during a class time
 - Added a profile preference to filter subjects by saved registration search for KIOSK Login
 - Added an option to the Initial Visit report, to instead show the most recent visit per student within the date range (#2883)
 - Added a new rare profile pref to preserve online links without converting to TracCloud location
 - Added the option to show appointment subject/course in the Students and Appointment Status Crosstab report (#2878)
 - Added a new pref for controlling the maximum vertical size of the KIOSKs and Loglistings menu for campuses large number of centers
 - Added an option for reasons and recommendations to have a maximum number of options checked
 - Added SAGE custom question options to add styling to SAGE custom questions/labels
 - Added Subject/Course/Title as an additional field to show on the Visits by ?? report (#2895)
 - Added the option to sort by date on the Average Wait Time report (#2895)
 - Added an option in the SAGE Referrals By ?? report to email each faculty their part of the report if grouped by faculty (#2881)
 - Added an option to report center selection to include inactive centers

Changed
 - Changed user interface for setting staff as a Mentor, etc.
 - Hide work visits from Staff Reason Specialties
 - Hide Processed and Followed Up from menu for Override And Resend Referral Email options when these items are hidden from entry
 - Hide Phone as a search avail filter option if Phone is not activated as a modality, hide Asynchronous if no active profile uses Asynchronous
 - Student confirm bio with regards to SMS Messages will now show a disclaimer/notification about SMS messages (required for FCC)
 - Removed "Yes: send the full message from SMS" from Asynchronous message sending
 - Added a twig processor function to handle twig from WYSIWYG text where > and < might be converted

Fixed
 - Fixed issue with new Consultant types buttons
 - Fixed an issue with the dashboard utilization dates not reflecting the search criteria actually used
 - Fixed an issue with Q2 Raise Hand on log listing not honoring only show consultants logged in to work (#2877)
 - Fixed an issue where the browser might recursively call "loadAppointmentListPanel" repeatedly
 - Fixed an issue with session timeout not working on staff entry page
 - Fixed an issue with new staff records created from faculty records not having a UUID (#2881)
 - Fixed the CSV with Totals output for the SAGE Referrals by ?? report (#2885)
 - Fixed an issue with fields being hidden on the section schedule page and the enrollment pages when attendance tracking is turned on
 - Fixed an issue with workshop label deletion
 - Fixed an issue with students not being able to delete their uploaded documents (#2891)

<hr> [1.3.26] 2025-06-27
Added
 - Added dataspinner to new search for linker tool and mentor tool
 - Internal library updates
 - Added the option to make a workshop online; the student can join from the self-enroll page (#2791)
 - Added student and visit record links to the Visits by ?? report
 - Added drop-in availability totals to the Appointments/Visits Utilization report (#2833)
 - Added a Choose a Consultant prompt preference for search availability widgets
 - Added a SurveyTrac option to email a survey after a student's 1st booked appointment during the survey period (#2866)
 - Added visit and appointment record links to the Students Visits/Appointments by ?? report
 - Added referral record links to the SAGE Referrals by ?? report
 - Added resource and checkout record links to the Resources reports
 - Added a new management report, Appointments by Assigned Advisor and Student (#2837)
 - Added a new survey option to provide a static URL (initiated via "Static survey URL") that can be used by anonymous recipients, including individuals that are not in the TracCloud system (#2782)
 - Added an option to the Class Attendance Summary report to show percentages of attendance, absences, and excused absences (#2787)
 - Added an option to the Center Schedule report to highlight availabilities with a corresponding color based on availability type (#2805)
 - Added a new system preference to allow staff menus to scroll if too tall
 - Added an option to the Registrations by ?? report to show grade group data (#2839)

Changed
 - Make Random Assignment assigns all the found students evenly to all the selected staff
 - Adjusted consultant work visit logout format for the time in displayed
 - The SurveyTrac option for in-person/online/all now has modality checkboxes for more options (#2789)
 - Allow SysAdmins to override reply to address of student batch emails
 - Moved Processed button down to bottom of floating panel of referrals
 - Changed the behavior when changing from week view to day view, automatically go to today
 - Changed the 'Nothing to Report' sage referral to automatically be processed with the current date.

Fixed
 - Fixed issues with log resource modal, when items not found the listing area does not hide itself automatically on click (#2867)
 - Fixed issue with notification for maximum number of checkbox choices chosen displaying behind the current modal (#2864)
 - Fixed an issue with Profile remove linked groups icon

<hr> [1.3.25] 2025-06-10
Added
 - Added ability to switch 1 on 1 to dropin on KIOSK login
 - Added ability to repeat a reserved meeting block
 - Added Peer Mentoring module and peer linkage tool on the Staff entry
 - Added ability for students who work as tutors to show their classes on the schedule
 - Added At Risk search to the Students listing
 - Added an additional Log in for Work preference if there is any upcoming appointment or availability
 - Added email templates to workshops, for creating email actions (such as sending a follow-up email to students that missed a workshop)
 - Added workshop name as an additional field to show in the Visits by ?? report (#2855)
 - Added Custom Forms to Student Actions menu
 - Added Custom Forms to Faculty Dashboard
 - Added ability to override recurring for students per availability
 - Added the Mentorship Activity report in the Management category
 - Added the option of using historical student term data for the Visits by ?? and Usage Snapshot reports (#2853)
 - Added a system preference for text to display when the appointment is a phone call (#2859)
 - Added sorting options to the student Initial Visits report, allowing sorting by center, consultant, reason, and/or subject (#2788)
 - Added option to depersonalize KIOSK login by not showing student name on KIOSK Sign In
 - Added batch mentor linkage button to mentor linkage tool
 - Added a new report for faculty users, the SAGE Faculty Referrals by ?? report (#2800)
 - Added the ftp export option to the Visits/Appointments Utilization report (#2856)

Changed
 - Change the import modal step 2 to allow for upload of a new file format with column changes
 - Custom fields from forms do not allow the profile from being changed or made different then the parent form

Fixed
 - Fixed an issue with CourseLists picker not showing CourseLists in the Search Appointment Links (#2849)
 - Fixed an issue with Students unable to conclude an asynchronous appointment (#2848)
 - Fixed an issue with rounding to nearest minute for adhoc appointment creation at certain zoom levels and row height sizes (#2850)
 - Fixed an issue with person's name submitted by on custom forms not always being saved with the form data
 - Fixed an issue with quick visits without a section not computing the TermID of the active term (#2851)
 - Fixed an issue with WorkPlans being marked as completed when a step has a fixed start date that hasn't occurred yet (#2852)
 - Fixed an issue with WP Assigned Staff name searches (#2858)
 - Hid some availability fields that have no purpose when the availability is a drop in
 - Fixed an issue with surveys emailed after # of visits, sometimes not connecting to the correct visit (#2843)

<hr> [1.3.24] 2025-05-16
Added
 - Added emailable and QR code links to custom form data
 - Added ability for referrals to have a special skills / accommodations field for input by staff / faculty
 - Added number of Visits per subject to the student time check
 - Added automatic processing of historical student term data 7:15am (and ability to add it to import process)
 - Added ability to enter who completed the item for referral action items
 - Added student first name and student last name as separate additional fields to show in the Visits by ?? report (#2844)
 - Added consultant linker tool for manually assigning consultants to students
 - Added a create staff from faculty tool to help create batch staff from faculty accounts
 - Added the ability to scan students for marking workshop attendance
 - Added referral sequence to the Referrals by ?? report for searching, and as an additional field to show (#2842)
 - Added ability for staff to create new outstanding appt requests
 - Add student term data historical tab (uses registrations permissions)
 - Added additional fields to show on the Payroll report, including staff standard and staff custom fields (#2827)
 - Added 'Archive' as on option on custom fields to automatically store the current value in the appropriate student term data history

Changed
 - Saving an appointment will temporarily disable tabs until the save finishes (or 10 seconds)
 - Group roster appointment status menu will not show if the status is non standard
 - Multiple sql script performance enhancements

Fixed
 - Removed multiple menu choices that should be hidden based on module preference activation (#2713)
 - Fixed an issue with KIOSK MaxStudentsActive setting
 - Fixed an issue with roster referrals causing multiple undesirable records to be created (#2845)
 - Fixed an issue with scheduler menu filter staff menu based on search field
 - Fixed an issue with notifications for tasks when no due date

<hr> [1.3.23] 2025-04-30 (Post-Conference Version)
Added
 - Added option for courselist picker to show active course lists and consultant courselists for active staff
 - Added Resolved By person to the Outstanding Appt Request entry screen (#2790)
 - Added Custom Fields to Outstanding Appointment Requests (#2798)
 - Added a warning message notification when the 'Affect All Selected and Shown' checkbox is selected for batch referrals (#2779)
 - Added an unsent indicator to the mailqueue entry when an email hasn't been sent (#2777)
 - Added Faculty Name to the referral entry for subject menu on referrals (#2778)
 - Added ability to add a menu title text to a menu option for online locations and other menus (#2785)
 - Prevent Inactive Resources from being shown when Logging Resources in the Log Resource modal
 - Added Saved Searches, Selection capability and Show these Students to the Outstanding Appointment requests (#2799)
 - Added attachments to Resource Types terms and conditions emails (#2784)
 - Added ability to embed prefixed HTML before a custom field (advanced option for Redrock)
 - Added a report option in the Students Visits Summary report to display Last Date In as an additional field to show (#2716)
 - Added an option to Resource Types to ask user to rescan the ID of the Resource after having chosen an item from a reservation (#2801)
 - Added linked Registration to twig possibilities for Visit Log Listing
 - Added ability to restrict the number of active visits per center at one time (#2628)
 - Added an option in the Usage Snapshot report to filter fields ad-hoc within the report, and to open a student listing based on the filtered results
 - Added ability for group availabilities to be restricted by special skills (#2808)
 - Added workshop options for student self-enrollment (via QR code / link), to optionally require signing a Terms & Conditions, an option to allow students to cancel their workshop enrollment, and an option to limit how many hours before the workshop starts for allowing cancellation (#2793, #2825)
 - Added Reason Category as an additional field to show in the Visits by ?? report (#2829)

Changed
 - Staff that are checking out resources may only do it for resources linked to profiles that that their user account is linked to (via the centers list) (#2781)
 - Adjusted terminology for Reserved Block Status text
 - Adjusted display of Resource logged out on KIOSK, don't show title if option is not activated
 - Log resource, items are now sorted by availability due to reservation date as well as title and barcode (most available at top)
 - Visits modality menu now replaces the simple online checkbox

Fixed
 - Reapplied ID field formatting to the Student ID on the Listing
 - Fixed an issue with Custom KIOSKs that are linked to a specific center not auto choosing the reason and subject for the visit when the student has a prescheduled appointment (#2813)
 - Fixed an issue with faculty click on student menu at the top navbar (defaults now to search all) (#2812)
 - Fixed an issue with KIOSK Login and Preference for showing consultants that have a drop-in availability and when the drop-in day is overridden (#2792)
 - Fixed an issue where if the original availability type did not include asynchronous, and an appointment was converted to asynchronous, the next save of the appointment will change the modality back to the original shown for that availability (#2803)
 - Fixed an issue where pressing enter in a course list entry as a consultant was saving and blanking the course list (#2809)

<hr> [1.3.22] 2025-04-16
Added
 - Added new Custom Form options for Wellness Check-ins and Reflective Prompts
 - Added new Student Term Data table for historical reporting
 - Added Staff / Student ID on Resource History listing and in check out record
 - Added a report option to highlight busier times in the Logins by Hour by Day of Week report and the Attendance by Hour by Day of Week report
 - Added new module TracInsights for Predictive Analysis of Student Success to the base TracCloud system
 - Added new custom field types: Push Button Radio and Multi Push Button Radio
 - Added Retention summary report for Custom Forms with new Drill-Down filtering capability
 - Added Profile preference to show Outstanding Resources on Logout
 - Added an additional option for marking as attended to split a current visit
 - Added a profile pref to show outstanding resource items on loglisting/KIOSK log out
 - Added Appointment dashboard display options for Cancel, Edit and Enter buttons
 - Added an advanced pref to block Process Activations fro campuses that do not have standard active terms
 - Added the option to export to ftp the following reports: Students Visits/Appointments by ?? and SAGE Referrals by ?? (#2794 and #2811)
 - Added day of week to the timeline for students and staff
 - Added Weekday as an additional field to show for the Students Visits/Appointments by ?? report (#2814)

Changed
 - Changed the look of various Dashboard buttons to use a modern look (Confirm BIO Calendar URL, etc.)

Fixed
 - Fixed a bug with staff alias computation
 - Fixed an issue with staff confirm bio
 - Fixed an issue with Plan Type and Work Plan type popup menu buttons scrolling with the page (#2774)
 - Fixed an issue with SAGE Referral submission with override and Resend Emails (when no email type is chosen) (#2775)
 - Fixed an issue where document notes should contain < and > characters - prevent stripping of the text out (#2776)
 - Fixed an issue with the time check footer message not being displayed when time check required is None
 - Fixed an issue with online appointment url blank and iCal attachment computes a tiny url for it
 - Fixed consultant summary email to include asynchronous appointments (#2802)
 - Fixed action -> upload document notes to include < and > symbols
 - Fixed an issue with the courselist chooser not using the search criteria

<hr> [1.3.21] 2025-03-25
Added
 - Added ability to add Custom Automations to the Quick Student modal for creating new student records
 - Added the option to enter a date range for the Visits/Appointments Export
 - Added a new system preference to allow KIOSK Logins to show the Reasons grouped by their associated Categories
 - Added ability to adjust font and styling for search availability results for Consultant, Time, and Location (generally to allow them to be bigger)
 - Added a SurveyTrac recipient email Twig tag Survey.URL to allow users to customize the survey link text (#2753)
 - Added the average logins per day on the Logins by Hour by Day of Week report (#2752)
 - Added new custom field type imagepopfield
 - Added 'Run Favorite Report' to the TracFlow step options
 - Added Show Active Only to the registrations sublisting on the student entry page
 - Added the Class Attendance report and the Class Attendance Summary report
 - Added Term Code as an additional field to show in the Students Visits/Appointments by ?? report (#2756)
 - Added a new Modality for appointments: Phone, also user can now choose modalities in the search widget
 - Added Location to the search widget functionality
 - Added new preferences to availabilities, they be blocked from certain students and allowed for other students using lists
 - Added new preference to availabilities, override the missed status to set the appointment to during night calculations when the appointment is not attended
 - Added a button to staff entry to open the group entry for the chosen primary group of the staff
 - Added ability to select and show selected group records on group listing
 - Added ability change field values for group records
 - Added Copy and Paste to Change Field Values modal
 - Added Appointment Meeting Type and Visit Meeting Type to the Appointments/Visits Export as additional fields (#2764)
 - Added Availability badges to be linked specifically to phone availabilities (#2766)
 - Added custom real time formatting and custom formatting for columns for Custom Views
 - Added a new Appointments by Hour by Day of Week report in the Students category (#2765)

Changed
 - Added Reasons to the Previous Visits tab list of previous visits by that student (#2747)
 - Default 1st choice for consultants list on search availability widget is now named 'all available'
 - The Visits by ?? report can now optionally be exported to the ftp server
 - For reports, the In-Person/Online drop-down menu option has been reworded to Meeting Type, to accommodate the newer Asynchronous and Phone meeting types. The Online additional field is also reworded to Meeting Type, and will display the meeting type, rather than yes/no for online.

Fixed
 - Fixed an issue with when a Power Search is compounded onto a previous standard search not working (#2745)
 - Fixed an issue where the online link to appointments was still available after the appointment started in a search availability result (#2746)
 - Prevent Custom view names to have apostrophes in their Names (#2750)
 - Fixed a rare issue regarding default modality of search availability widgets (#2754)
 - Fixed an issue with some reports to successfully allow grouping by student flag information
 - Fixed issue with duplicated staff records not recomputing the special alias field (#2755)
 - Fixed an issue with the class schedule showing recently dropped registrations for student schedule (#2751)
 - Fixed an issue with stacked availabilities and overridden single date block
 - Fixed an issue with workshop student self-enrollment, preventing staff or faculty with linked student accounts from using the QR code/link (#2769)

<hr> [1.3.20] 2025-02-20
Added
 - Added ability to have a custom kiosk for all centers accessible via static QRCode (#2712)
 - For student-related reports, student Flag Information is now searchable, and available as an additional field to show (#2710)
 - Added Receive SMS Alerts as an additional field to show in the Student Fields report (#2718)
 - For reports that use a secondary time frame choice (Usage Snapshot Date Comparison, Appointment Slot Utilization Date Comparison, Survey Response Rate Comparison), the secondary time frame now has a new 'Comparison to Previous Year' option, which allows automated reports to regularly compare the first-selected date range, to the same range of the previous year
 - Added the resource image to the resource reservation modal on the dashboard for students
 - Added to the Outstanding Appointment Requests report an option to show resolution info (Resolved by, Resolved Date, Days to Resolve)
 - The Student Search Availabilities report will now report on the number of availabilities found per search (#2648)
 - Added a Batch Enroll Students option to the Workshop roster tab (#2732)
 - Added ability to randomize similar search availability results
 - Added ability to track attendance in certain sections
 - Added ability to utilize TracFlow Queries in TracFlow automations
 - Added an optional Workshop Notification to Student field, which displays on the student self-enrollment page; html and twig fields are allowed
 - Added ability to allow staff to view documents / surveys from the dashboard
 - Added the Payroll Report option to insert a page break between each consultant when using the Show Daily Payroll Hours report option (#2738)
 - Added a name filter filter for workshop rosters
 - Added ability to continuously send a reminder on a success plan step repeatedly until the step is completed or expired (#2730)
 - Added navsearch options for searching for students based on emails sent to students (batch_email or email)

Changed
 - Adjusted consultants list on KIOSKs to ignore the current user if consultant as a default choice (moved to the top of the list) (#2717)
 - Changed the way Appointments link to Sections on Views
 - Added Student ID to Appointment Listings (if user is allowed to view Student ID)
 - For workshop enrollment, if the student search is filtered by a non-enrolled section, workshop enrollment is open to all students (#2731)
 - For workshop student search on the roster tab, you can now search students by email address
 - The Workshop Description field now allows html and twig fields
 - Time check buttons for all profiles are now showing if they have been activated for time check

Fixed
 - Adjusted the staff course list menu to show only active courselists and their own as choices (#2715)
 - Fixed an issue with search availabilities showing double titles when several days of no availabilities is retrieved (#2727)
 - Fixed a modal scrolling issue with edit dates on appointment entry (#2733)
 - Fixed an issue with non Static QR Codes for KIOSK change of code emails being set (#2736)
 - Fixed an issue with center color flags not being drawn on search availability results
 - Fixed an issue with copy email address to clipboard (#2739)
 - Fixed an issue with Process Scans button reappearing too soon before the scan job is finished (#2740)
 - Fixed an issue with Add to Roster for online appointments only not preserving online location (#2743)
 - Fixed an issue where time checks were including table visits (#2742)
 - Fixed an issue with a group having a default view and attempting a powersearch on the non-default view (#2735)

<hr> [1.3.19] 2024-01-08
Added
 - Added ability to auto log a student in at KIOSK if single record found on ID or ID2 match occurs
 - Added an option to the Visits/Appointments Export to not convert the single-quote character to SINGLEQUOTE (#2674)
 - Added new group option for student entry views: Brief with Save
 - Added two new workshop reports: Workshops Roster, and Students Workshops Attendance
 - Added option to save availability blocks (red blocks) to prevent canceling overlapping appointments
 - Added new standard search functionality to search history menus in the listing screens
 - Added an option for preventing KIOSK QRCodes from being clickable
 - Added resource collateral as an additional field in the Resources Listing report (#2691)
 - Added confirmation/cancellation/reminder email options to Workshops
 - If a user, with a favorite report with group access, is reassigned to another group, the favorites listing will indicate so (#2693)
 - Added total visit records count to Center Visits widget for students on main menu
 - Added a duplicate staff user name check when duplicating a staff record from the staff listing
 - Added an option in Workshops to add a linked consultant or faculty
 - Added additional group restrictions from viewing student timeline emails, extra details, and appointment searches (#2687)
 - Added searchable fields to Staff listing: 'is Bio Confirmed' and 'Do Not Show on Schedule' (#2617), allowed to be accessed by change field value
 - Updated the Profile Detail report with newer group settings
 - Added Location field to Workshops, also added location and linked consultant/faculty to workshop reports and email twig tags
 - Added a Workshop option to create a QR code and link, for students to self-enroll in a workshop
 - Added ability to relate multiple courses together so that courselists can auto-add the related courses
 - Added twig tag preference that can display student info in outstanding appointment request form
 - Added group pref that provides the ability to restrict saving changes to own availabilities and appointments
 - Added a Workshop option to set maximum enrollment
 - Added ability to search outstanding requests by this semester as a standard search (#2706)
 - Added ability to give a standard staff the group permission to create student records
 - Added ability to edit / view join information on dynamic list queries
 - Added a Workshop option to manually lock enrollment, or to auto-lock enrollment on a specific date and time
 - Added a Workshop option to send surveys from the workshop roster

Changed
 - For the Students Visits Summary report, user can now optionally choose to show active students without visits, or all students without visits (#2665)
 - For the Visits by Assigned Advisor and Student report, the option to 'include students without visits' now includes students that don't have visits within the date range, but may still have visits outside the date range (#2681)
 - Default duration is now honored for out of slot times when the duration allows for no conflict (#2685)
 - Recompute visit field isSchedDuringClass when the visit is saved from an entry form (#2692)
 - Asynchronous appointments are now sorted more recent at top to older at bottom
 - Revamped the Workshops roster listing, for updating enrollments to attended/missed/canceled/enrolled, or to delete an enrollment
 - Updated Workshop reports to reflect updated enrollment status of enrolled/attended/missed/canceled

Fixed
 - Fixed an issue with Search modal and related record searching and add to selection functionality
 - Fixed an issue where uploading a document with Student Dashboard Document checked was not appearing for students (#2677)
 - Fixed an issue with Student BIO fields not shown when Prospective Student option is turned off (#2678)
 - Fixed an issue with a center linked to a dynamic student list causing search widget to have issues (#2680)
 - Fixed an issue with some reports where grouping by a custom field wouldn't always work (#2690)
 - Fixed an issue with availability reserved blocks checkbox 'Do NOT Cancel any intersecting appointments' not hiding properly
 - Fixed an issue with not being able to delete an attachment from an email template (#2689)
 - Fixed a minor issue with batch SI scans with students multiple registered courses in the same term (rare and unlikely) (#2694)
 - Fixed an issue with android menus disappearing when scrolling down the page
 - Fixed an issue with consultant id being reset to zero after consultant confirmation completed on a WorkPlan (#2695)
 - Fixed an issue with consecutive appointment calculation with same consultant (#2698)
 - Fixed an issue with the Logins by Hour by Day of Week report when searching by consultant subject specialty (#2647)
 - Fixed an issue with double clicking on button to add a student to a standard list (#2708)
 - Fixed an issue with adding students to a list that could generate duplicate assigned-list data (#2707)

<hr> [1.3.17] 2024-10-18
Added
 - Added SAGE Additional Notes to available twig tags
 - Added search active checkbox to the sections listing
 - Added an option in the Visits by ?? report to group by week; this uses the general preference of default start day for the calendar, to determine the start of each week (#2621)
 - Added Collateral to Resources listing search
 - Added Meeting Type as a grouping option in the Students Visits/Appointments by ?? report (#2652)
 - Added DashboardStatus twig tags for Success Plan and Work Plan emails
 - Adjusted formatting of field for Reservation of Resources lead time
 - Added ability to disable notifications for a particular group
 - Added ability to enter HTML into Resource Terms and Conditions notification (#2663)
 - Added a new Workshops Overview report
 - Added an option in the Visits by ?? report to group by month (#2668)
 - Added CreatedByUserName to Batch Visits as well as Regular visits

Changed
 - For the Center Schedule report, if Show Consultant Email is selected, and output format is CSV Raw Data, the consultant email will appear in its own separate column (#2643)
 - For the Students Visits Cleanup Data report, the appointment status selection list now uses the profile pref for appointment statuses to choose from (#2656)
 - Referrals listing on dashboard now have a maximum height with a scrolling panel
 - Moved availability/appointment-related reports from the Management category to a new Scheduling reports category
 - Removed KIOSK Login / out options if the custom field is not for Visits, Students, or Appointments
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed cleanup of deleted courselists: remove old course list item lines
 - Fixed cleanup of deleted staff: removed old specialties
 - Fixed an issue with Find Duplicates on Attendance listing when finding based on Date Entered
 - Fixed an issue with editing saved favorite reports, where sometimes it fails to load the report modal (#2633)
 - Fixed an issue with SurveyTrac conditional questions, where certain types of conditional questions were disabled unless "Display unmet conditional questions as disabled" was checked (#2646)
 - Fixed Resource Status searching on Resources listing
 - Fixed Wildcard searching on Resources listing
 - Fixed an issue where timeline items for appointments could be duplicated when multiple documents are associated with an appointment (#2658)
 - Fixed an issue with the wording of a timeline item for visits that auto terminated after a certain number of minutes (#2657)
 - Fixed search selection searches when the previous search utilized the search form for related records (#2651)
 - Fixed an issue with the Center Schedule report if Online Only is selected and Show Location is unchecked (#2660)
 - Fixed a schedule loading issue when switching back and forth between account types repeatedly (#2649)
 - Fixed an issue with new custom fields not showing on SI Batch Visit entry screen unless all the settings are set (#2661)
 - Fixed an issue with Registration Activation by List when the List uses Registration criteria
 - Fixed an issue with select found availability blocks (#2662)
 - Fixed an issue with the payroll report, where choosing 'Round individual visits first' may calculate time incorrectly (#2664)

<hr> [1.3.16] 2024-09-18
Added
 - Added section custom fields to the SAGE Referrals by ?? report as additional fields to show (#2631)
 - Added ability to specify a lead time needed before a resource reservation can be made (in days, hours minutes) minimum lead time needed
 - Added Processed Notes to Referrals listing (#2635)
 - Added new SAGE delete referral preference to Group: own, all, none (#2634)
 - Success Plan confirmations show instructions on dashboard (#2629)
 - Added Resources due Arbitrary to import fields list
 - Added more options to SurveyTrac conditional questions (initially hidden or initially grayed-out and inactive, alphanumeric numbering options), reports updated to reflect those adjustments

Changed
 - Now showing the Search Appointment Links (QR Codes) subtitle additions when a student scans the QR Code and the code is not shown on dashboard (#2626)
 - Activate / deactivate centers now log the change to the audit log record for that center (#1084)

Fixed
 - Fixed an issue with announcements linked to student linked to dynamic lists (#2618)
 - Fixed an issue with batch assigning success plans and work plans auto-choosing the term code (#2623)
 - Fixed an issue with faculty groups that only allow brief student entry not being able to see the list of students in a course when clicking on the course in the dashboard (#2624)
 - Fixed an issue with announcements linked to a dynamic query that are blank causing an issue with the dashboard.
 - Increased speed of search availabilities query and KIOSK subjects query
 - Fixed an issue with saved group searches not being accessible to certain users (#2636)

<hr> [1.3.15] 2024-09-04
Added
 - Added 'Appointment Has Document' as an additional field to the Students Visits/Appointments by ?? report
 - Added Staff Supervisor and Position or Title fields to Staff records
 - Added the option for the Work Plans report to select centers, to narrow consultants by linked center(s) (#2600)
 - For the Resource Utilization report, added the option to include the email of the student/staff that checked out the resource (#2603)
 - Added found record count to students entry -> Visits, Registrations and Assigned Success Plans
 - Added Reasons custom fields as additional fields to show for the following reports: Initial Visit, Student Visits/Appointments by ??, Usage Snapshot, and Visits by ?? (#2610)
 - Added ability to export Availability listing to CSV file (#2614)
 - Added ability to show a calendar icon on Visit Log Listing when visit is linked to a pre-scheduled appointment
 - Added ability to show student photo for a staff if staff is linked to a student and the staff photo is non-existent (#2612)
 - Added a profile and groups list submenu to the Profile and Groups menus for quicker access to profile and groups entry

Changed
 - Prevent save button from being displayed to Students on old appointments
 - Adjusted list of staff that shows for assigned supervisor for work plans: now shows all active staff (not just consultants)
 - Adjust SI Batch code default expiration date to 4 weeks after the date of the batch visit
 - Adjusted immediate cancellation code when an availability is created that overlaps appointments but no center defined (#2608)
 - Adjusted timecheck units to reflect required time units
 - Sped up the search form for related records by count for Students -> Appointments and Visits.
 - Send SMS Button on Log Listing only shows if the student has opted in to receive text alerts

Fixed
 - Fixed an issue with search availability QR Codes images not working properly with SAML (#2582)
 - Fixed an issue with saving a center causes the center to potentially be added to the group privs multiple times (#2598)
 - Fixed an issue with Profile Reason show Active for a specific center or for all centers (#2599)
 - Fixed an issue with Search Availability Links via QR Code might not show Subtitle Additions properly (#2607)
 - Fixed Recalc these Registrations such that it will recalc all found pages of registration records (not just the current page)
 - Fixed an issue with fitness center day pass with auto registration expiration by number of days not working (#2609)
 - Fixed an issue with success plan steps not showing the confirmation notification to the consultant
 - Fixed an issue with student search - remove from previous selection when no records found (#2613)
 - Fixed an issue with availability listing, certain search fields referenced appointments or visits (#2615)
 - Fixed an issue with Q2 Raise Hand not showing profile custom fields (#2616)

<hr> [1.3.14] 2024-08-06
Added
 - For the Q2 Visits report, added the option so show, and search by, Q2 table name; also added these options to the Visits by ?? report, as well as the option to group by table name (#2547)
 - Added another time format for visit information display (#2552)
 - Added ability to use a center and staff choice in search availability widgets
 - Added ability for Custom Field Headers to be linked to a center (#2562)
 - Added non-duplicated availability hours to the Appointments / Visits Utilization Report (#2564)
 - Added on option to the Consultant Specialties report to show subject specialties that are linked only to active registrations (#2505)
 - Added search options to the favorite reports submenu - search by title, and/or show only own favorite reports (#2561)
 - Added a new system preference for HTML header text for Generic All KIOSKs
 - Added internal preference for maximum search availability widgets
 - Added the option in the Visits by ?? report to email each consultant their part of the report if grouped by consultant (#2563)
 - Added section custom fields to the Visits search category in Additional Search for reports (#2572)
 - Added Student Flag icons as an option for the Log Listings and KIOSK Listings (#2575)
 - Added an option to the Visits/Appointments Export to also include visits that were modified within the selected date range (this option limits the export to 31 days)
 - Added conditional questions to SurveyTrac, that will appear depending on the answer(s) to other question(s) (#2041)
 - Added the option to the Resources Listing report to optionally show future reservation information (if one of the reservation additional fields is selected)
 - Added Collateral to Resources listing (#2567)
 - Added option to allow Resource Returned Confirmations (#2568)
 - Added the Appointments/Availabilities by Hour by Day of Week report option to search by reason (#2566)
 - Added the option to choose This Week or Last Week for dashboard status charts (#2579)
 - Added the Center Schedule report option to show availability notes (#2580)
 - Added Section Code as an additional field to show in the Visits by ?? report
 - Added ability to specify a student dashboard document prior to upload (#2590)
 - Added ability for search appointment link subtitles to have HTML code (#2593)

Changed
 - Hide 'Report unable to find an appointment' button until the user has searched for an appointment (#2549)
 - Improved report security, based on group settings and user type, per report
 - In the Appointments Export csv file, there were two column headers titled 'Status' - the appointment status header has been changed to 'ApptStatus'
 - SAGE Referrals with Roster Annotation enabled will now follow Faculty group permissions (#2588)
 - Staff and Student local account lock button is not shown on new records, it is only shown after record is saved (if preference for local lock is set to allowed)

Fixed
 - Fixed an issue with work visit restrictions not honoring campus / profile time zone (#2542)
 - Fixed an issue where, if the preference to email reports as an attached file is set, some reports were attached with the wrong extension (#2545)
 - Added isSchedDuringClass and isSchedDuringClassID to custom data for Appointments
 - Fixed an issue with save student records and saving custom field data on newly imported records (#2551)
 - Fixed an API linkage between Survey Responses and Students (#2554)
 - Fixed ability to find duplicate students by email (#2560)
 - Fixed the CSV with Groupings/Totals option in the Visits by ?? report (#2574)
 - Fixed an issue with computing the recurring appointments to be sent a cancellation email (when one or more future appointments) (#2584)
 - Fixed an issue with computing the recurring dates for twig functionality (when one or more future appointments) (#2583)
 - Fixed an issue where during KIOSK logout and the validation fails but a survey has caused the continue button to be hidden, reshow the continue button (#2585)
 - Fixed an issue with Concluding an Asynchronous session (#2589)
 - Fixed an issue with custom fields not yet set as 'not for consultant' (#2592)
 - Fixed an issue with local password reset - rejected due to strict comparison (#2595)

<hr> [1.3.13] 2024-06-21
Added
 - Added a group privilege for SysAdmins to ignore required fields
 - Added the new Documents report (in the Management category)
 - Added student user name as an additional field in the Students Visits/Appointments by ?? report (#2512)
 - If the Visits by ?? report is showing a summary view with groupings, total unique students are now included per grouping
 - Added Date Entered to additional fields in the Visits by ?? report (#2515)
 - Added online to custom KIOSK options (#2521)
 - Added the preference option to send a password reset on the student record, or from the login page (#2504)
 - Added student user name as an additional field to show in the Visits by ?? and Student Fields reports (#2527)
 - Added the preference option to allow a staff to request a password reset email from the login page (#2504)
 - Added the SurveyTrac option for an emailed survey link to expire after # days (#2511)
 - Added advanced pref for multiple days on search availability
 - Added print button to search availability
 - Added search avail link twig name override and subtitle
 - Added a new option to the Usage Snapshot report, to show tallies on multiple-checkbox visit custom fields (#2531)
 - Added Sort by Reason to the Log Listing sort options (#2541)
 - Added ability to use barcodes for QRCode Batch Visit logins

Changed
 - Enlarged search availability modal
 - Student BIO Link prompt adjusted visually so the long URL is not displayed

Fixed
 - Fixed an issue with Linked Custom Fields to Centers, not being able to assign it to a particular center (using new interface) (#2509)
 - Fixed an issue with the Reasons menu not being sorted by SortCode in Visit Entry (for Quick Visits) (#2510)
 - Fixed an issue with send emails to Students having an issue when the staff user does not have a valid email address (#2508)
 - Fixed an issue with batch activation and deactivation of Reason specialties in the Profile entry screen
 - Prevent stacked availabilities from being hidden when hide unavailable is checked (#2516)
 - Fixed an issue with prospective student creation on loglist when enter key is pressed (#2523)
 - Fixed sorting on custom field listing (#2520)
 - Fixed issue with quotes in section titles when choosing a section for batch visits and group roster add multiple (#2525)
 - Fixed an issue with radios choices not saving in repeating groups (#2522)
 - Fixed format of message for prevent student booking between times (#2524)
 - Fixed a minor issue with auto choosing a reason on login when multiple choices set but only 1 reason available (#2528)
 - Fixed a few issues with system and profiles prefs not showing the save button automatically when a change is made (#2526)
 - Fixed issue with Resources Listing change field values (#2540)

<hr> [1.3.12] 2024-05-28
Added
 - Added appointment search to most appointment-related reports, and appointment custom fields to grouping options in the Students Visits/Appointments by ?? report
 - Added ability to link Terms and Conditions to Student Lists
 - Added ability to set Custom Views to be the default view or the only view for a table
 - Added ability for students to upload a photo during confirm bio process
 - Added additional checks on Student entry looking for duplicate values in Barcode, ID, Other_ID, and UserName (#2481)
 - Added the option for reports Additional Search to search by Student Other Status
 - Added LastImportedDT field to the Registration Listing nav search (#2480)
 - Added Multi-Data Check for TracFlow task Trigger Conditions
 - Added Log Resource KIOSK option
 - Added arbitrary return dates to resource checkouts
 - Added Resource Image to Log Resource Modal
 - Added custom fields to the Appointments Listing power search (#2478)
 - Added Resource reservations by date functionality
 - Added ability for students to search the resource widget for making reservations for items
 - Added Custom fields to the entry and to searching to the Availabilities and Documents tables
 - Added Custom field searching to Resources listing
 - Added All tables custom fields to be able to be imported
 - Added a new json lookup 'availstaff' for looking up staff that are available during a time period
 - Custom menu fields may now use JSON lookups and twig code to reference the menu items to be displayed
 - Faculty can now see tasks widget and create and assign tasks to their students
 - Added the option to upload documents to surveys (Document Upload is a new question type)
 - Availabilities have a new option called Stacked Availabilities for cases where a consultant needs to be available in multiple centers at the same time
 - Custom Fields may now be grouped together in custom groups.
 - Groups may now have repeating values acting as subforms.

Changed
 - Added more areas where recomputation of the cached Appointment display occurs when appointments are modified
 - Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default and the minimum value for this pref
 - Custom fields have been moved to their own listing - giving more flexibility when working with a larger number of custom fields
 - Appointment listings now honor 'own schedule' group preference, save button honors scheduling restrictions for appointments

Fixed
 - Fixed the sort capability in the label header for Students listing
 - Fixed an issue with 'Search Active Only' not being implemented after searches (#2490)
 - Fixed an issue with dragging upwards to create an availability / appointment block on the schedule (#2491)
 - Fixed issue with consecutive asynchronous appointments not being blocked by consecutive appointment rules (#2492)
 - Fixed an issue with Visit Notes email not using the campus time for email creation (#2494)
 - Fixed an issue with auto-assigned incrementing IDs for new students (#2501)
 - Fixed an issue with sending a password reset code email (#2503)

<hr> [1.3.11] 2024-04-30
Added
 - Added database fields in preparation for allowing SAGE SMS notifications
 - Added the Resources Listing report
 - Added the option to search by profile for the Resource Utilization and Resources Past Due reports
 - You may now double-click on the Reason type in the reason picker chooser to choose it
 - Added Reports Access to group settings to manage reports permissions (full access, limited access (no additional fields and/or custom fields), or no access, per report)
 - Confirm and Reminder emails now have an option to set Reply To as Consultant
 - Added Custom Appointment recurring date options
 - Added visit time totals for the Visits by Faculty and Subject report (the Show Summary Report option includes these totals)
 - Added new group privileges to prevent access to batch visits
 - Added Copy Link as an option for public / admin docs
 - Added the option to show work visit notes in the payroll report (#2446)
 - Added the option to show unattended sessions in the SI Session Listing report
 - Added power search options to the Tasks listing (#2472)
 - Added selection options to the Tasks Listing (#2472)
 - Added more details to the Outstanding Request description in the notifications (#2471)
 - For the Survey Responses report, a new additional field has been added to show Days to Respond (#2473)
 - Added minutes and hours options to max appointment rules regarding number of appointments in # minutes or # hours
 - Adjusted max consecutive appointment rules query (per profile) (#2462)
 - Added batch create for Prospect Requests

Changed
 - The Load more button on search availabilities is colorized to be more noticeable
 - Adjusted the sort order of the Queue Listing (#2466)
 - Appointments with multi-slot booking check each duration to determine if the slot duration is available prior to saving the appointment (#2470)
 - If the Show Inactive Resources option is checked in resource reports, a column will be added to the report to distinguish active from inactive resources
 - Increased the speed of the appointment display on the schedule by pre-computing the display text on appointment save
 - Adjusted top and bottom margins for custom fields used as header titles

Fixed
 - Fixed an issue with resource being checked out until x days before end of semester when x was left blank (assume 0)
 - Fixed an issue with the Send button on mass emails being visible when the subject and content of the email are blank
 - Fixed an issue with Asynchronous appointment status of Missed containing extraneous characters (#2467)
 - Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was not active (#2469)

<hr> [1.3.10] 2024-04-16
Added
 - Added a new Block Type = Meeting and Added the this meeting to populate the calendar URL for staff
 - Added an option for multicheck custom fields to have a maximum number of choices
 - Added the bar chart option to the Average Wait Time report (#2427)
 - Added some additional options to the Usage Snapshot report, for sorting the data and choosing which data set to chart (#2438)
 - Added ability to prevent a staff from logging in to work from off campus if restrictions are imposed (#2436)
 - Added ability to expand the consultant work login to use as a Work KIOSK
 - Added "Learning Specialists" to "Name for Consultants" options (#2444)
 - Added new Prospect Request feature for sending a secure link to a Prospective Student
 - Added +7 days to the default timeline on students and staff
 - Added Availability Blocks to the list of tables that may be accessed
 - Added duplicate staff button to the staff listing for creating new staff records based on existing staff
 - Added send 2nd reminder email to the Profile Email preferences
 - Added ability to set the due date for a checked out resource to be the end of the active term (minus x days)
 - Added Subject Title Faculty as a new display option for courses (#2448)
 - Added 'this semester' to the Attendance Listing (#2453)
 - Added 'Standard View' as an option to navigate to when viewing a Custom View (#2450)
 - Added an option to require consultant on KIOSK Logout of Visit (#2447)
 - Added Visits.CustomData/isLoggedDuringClass for work visits when the Staff is linked to a Student
 - Added new copy file operation to batch for copying a file from admin-doc to ftp
 - Added a group restriction to prevent viewing grades on registration records
 - Added reports implementation of the group restriction to prevent viewing grades
 - Increased the length of the Location and Online URL fields to handle very large URLs (ie Teams)
 - Announcements can now be time-sensitive, DAY (of week) sensitive and Profile dependent
 - Added a new global system pref for allowing appointments to be moved over slots that contain missed appointments
 - Added Resource as an additional location for Custom Fields to appear
 - Added a profile preference to prevent an asynchronous appt message from being composed and appt to be re-opened after the appt is concluded (#2425)
 - Added to SurveyTrac multi-checkbox questions the option of setting max number of choices (#2445)

Changed
 - Changed the display of System Prefs -> Custom Fields. A Location and Profile menu may be used to filter which fields are shown
 - Prevent Availabilities form using Centers or Reasons that a Staff is not linked to (#2439, #2437)
 - Added additional options to the Usage Snapshot Report (#2438)
 - Prevent Custom KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
 - Faculty course list on dash sorts the courses by the active registrations, those with none will appear at bottom in grey text

Fixed
 - Fixed an issue with search availabilities from Roster Referral not working (temporary issue #2422, #2424)
 - Fixed an issue with Q2 'Bump to top of list' choosing a time too early (#2423)
 - Fixed an issue with twig for email address(es) to properly handle line breaks (#2432)
 - Fixed an issue with Show these Registrations from Students listing when the shown is is based on a static list (#2442)
 - Fixed an issue with SI Batch Visit Entry -> Select All not updating the text that displays the number of selected records
 - Fixed the scheduler headers to stay fixed at the top of the page
 - Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
 - Fixed an issue on Modal Search allowing for custom fields to work properly
 - Fixed an issue with duplicating surveys with a question that contains an apostrophe (#2456)

<hr> [1.3.9] 2024-03-14
Added
 - For the SAGE Referrals by ?? report, added the option, when grouping by assigned consultant, to email each consultant their grouped portion of the report (#2372)
 - Added the option in reports to search for 'blankornull' (#2411)
 - Added the new Search Appointment Link feature for allowing students quick access to a search for appointments option
 - Added a new report to the Students category, Visits by Week by Center (#2209)
 - Added new options for text to display when appointment is online or asynchronous (#2416)
 - Added new Resource Management tab to System Preferences

Fixed
 - Fixed an issue where auto-logged-out visits weren't sending any surveys that were set to be initiated by visit conclusion
 - Fixed an issue when sorting visit listings when visit is set to Waiting (#2417)
 - Fixed an issue when the KIOSK login time rounds to nearest x minutes, and immediately logging out might create a negative duration (#2414)
 - Fixed an issue with Moving Appointments and/or searching for Availabilities when only 1 reason to choose (issue was very brief in appearance)
 - Fixed an issue where All Staff blocks that were overridden on a specific day might still block that day (#2418)
 - Fixed an issue in Staff Certifications where sorting by name was not available (#2421)

<hr> [1.3.8] 2024-03-07
Added
 - Allow user to raise Q2 student's hand via Other ID (#2366)
 - Added Section.Title override field to allow sections to override the typical Course.Title
 - Added a View My Schedule button on the scheduler for Consultants to quickly switch back to their own schedule (#2370)
 - Added the Show Summary Report option to the Visits by Faculty and Subject report (#2265)
 - Added an option to the Survey Responses report to sort by consultant or student, besides recipient (#2278)
 - Added additional security recNums tags to all references to q2Config entry pages
 - Added an option to show faculty name/email in the Consultant Specialties by Subject report (#2330)
 - Added a new Manual Badge feature that allows Availabilities to be linked to an Availability Badge (#2376)
 - Added ability for Custom Fields to be sortable in Custom Views (#2382)
 - Added 'semester' button to Search Students modal to quickly fill the dates with current active term dates (#2374)
 - Added an option in the Survey Responses report to automatically send an email to each consultant, containing their portion of the report data (#2380)
 - Added Terms and Conditions to ResourceTypes that may be initialed and then optionally emailed to the Recipient when the Resource is checked out
 - Added a menu option in the faculty listing for sending a survey to the current list of faculty
 - If the system preference is set to mark visits that were logged in during a scheduled class time, the Visits by ?? report can now report on that data, as well as the option to only show those visits (#2392)
 - Added the Average Wait Time report within the Management section (#1266)
 - Added option to add up to 2 custom fields to the Certification listing (#2396)
 - Added ability to prevent duplicate certification types from being created (#2394)
 - Added certification custom fields to the Consultant Certifications report as additional fields to show (#2395)
 - Added hyperlinks to the Asynchronous messages that refer to documents (#2400)
 - Added the Survey Response Rate Comparison report (#2243)
 - Added the option to group by consultant custom fields in the Visits by ?? report (#2401)
 - Added student search fields to the Logins by Hour by Day of Week report, and student and visit search fields to the Attendance by Hour report (#2402)
 - Added 'Save and Close' and 'Save and New' to Resources entry (#2405)
 - Added ability for faculty to create Success Plans if faculty group is given permission
 - Added a new Maximum Appointment rules failure message preference to be displayed to Students Only
 - Added a new table access group preference for giving access to the Appointments listing while controlling access to modifications of appointments

Changed
 - Auto assign TermID to Visits in Quick Visit save visit (#2368)
 - Logging Resources In / Out does not show Inactive items
 - Constrained the Listing pages for Visits, Documents, Referrals, Survey Responses, Appointments, Assigned Success Plans when the user's group has a student list constraint
 - Added same listing constraints for Custom Views for the same tables
 - When duplicating a SurveyTrac survey, the copy is now automatically added to the current user's permission group access (#2379)
 - Favorite Reports Management in global Preferences now has broader owner reassignment, especially for favorites created or duplicated by the logged-in sysadmin (#2173)
 - When Centers are moved from one profile to another, the linked available Reasons are cleared (#2381)
 - Restricting the Visits on the Listing to a Student List now allows work visits not linked to a Student to be shown (#2388)
 - Adjusted the Resources screen to utilize two separate listing windows for Resource Types and Resources
 - Resource listing now has a selection option with associated menu and also a change field values option
 - Students listing has been modified to prevent Faculty from batch assigning Registrations to Students
 - Default search for Attendance Listing and Appointments Listing is now 'month'

Fixed
 - Fixed issue saving Terminate Visits CC Email (#2365)
 - Fixed some of the Find Duplicates fields so they can be expanded after the initial find (#2378)
 - Fixed twig tags for Resource Overdue preview (#2387)
 - Fixed an issue with twig tags not displaying in Visit Duration Warning Message (#2385)
 - Fixed assigning batch certifications after the staff is sorted by center (#2397)
 - Fixed an issue with the Registrations by ?? report, to properly show all registrations when 'Show all registrations' is selected (#2404)
 - Fixed a rare instance of clicking on a Visit in the LogListing causing Q2Config entry to open up (#2410)
 - Fixed an issue with Day Summary on the Schedule not able to allow items to be clickable when Work Visits are shown
 - Fixed an issue with custom fields linked to a center not correctly shown in appointment when 'start on new line' is checked (#2413)
 - Fixed an issue with Center choices not loading when re-opening a custom field linked to a Center (#2412)

<hr> [1.3.7] 2024-01-30
Added
 - Show Subject/Course for all students found in Add Multiple to Class Roster option
 - Added Term Code to sections list when creating a Quick Visit for a student (#2323)
 - Batch assign work plans to Staff (#2327)
 - Added ability to edit the query and query params for a Dynamic List (#2319)
 - Added an option in the SI Comparison report to show standard deviation for mean final GPA comparisons
 - Added an Edit Student button to the Visit Entry page (#2334)
 - Added the option to include consultant custom fields in the Visits/Appointments Export, as well as the option to select student visits only, student and work visits, or work visits only, for the visits export (#2321, #2326)
 - Added the option to search by pay code in the Consultant Additional Detail Listing payroll report (#2349)
 - Added the option to sort by Percentage Completed (high to low, or low to high) in the Success Plans and Work Plans reports (#2346)
 - For the SAGE Referrals by ?? report, showing completed actions now includes dates and notes (#2353)
 - Added ability for Work Plan emails to go out in the mornings (#2354)
 - Added 'Required' option to SAGE Custom Questions

Changed
 - Removed Power Search option from Audit log listing (#2322)
 - Show in person location on popup information for availability
 - Account for Center Specialties when listing subjects for a search availability widget when linked to certain centers (#2318)
 - Deactivated Sections that are linked to an Appointment are now visible in Appointment entry menu choice (#2333)
 - Adjusted the default template for Success Plans (#2336)
 - When the clicking the Appointment.SchedVisitStatusIcon link, the Appointment will be adjusted to attended (#2337)
 - Changed the default for loglisting records to 20
 - Referrals Listing for Admins now honors the Referrals Types group preference (#2362)

Fixed
 - Fixed an issue when attempting to delete a List from Students Listing when the List has an apostrophe in the name (#2325)
 - Fixed an issue where Success Plans were not able to be deleted (#2335)
 - Fixed an issue with Utilization 'This week' search (#2343)
 - Fixed an issue with Faculty being able to view Success Plans in Student entry screen (#2345)
 - Fixed a temporary issue with Custom Views not being able to be loaded due to increased security (#2342, #2345)
 - Fixed a minor issue with Referrals Assigned menu icon not position correctly if zoomed in (#2356)
 - Fixed an issue with CC'ing an address on roster batch send email (#2357)
 - Adjusted the position of the menu that appears when the pencil is clicked in a standard linkfield menu object (#2358)
 - Adjusted the positioning of the Work Buttons on LogListing automatically after the page loads
 - Fixed an issue with Visit Durations allowed to be negative values (#2364)
 - Fixed an issue with using the Move To button to move a student's appointment onto a time where that student has a previously cancelled appointment (#2363)

<hr> [1.3.6] 2024-01-03
Added
 - Added ability to link a Task Trigger Button to specific Group(s) (#2295)
 - Added more optional fields to the User Detail report (#2290)
 - Added sorting options to the Center Schedule report, as well as the option to show the number of appointments per sorting (#2196)
 - Added a report option to Visits by ?? and Students Visits Summary reports to include visit totals by appointment type (Group, 1-on-1, Drop-in) (#2113)
 - Added Watch List indicators to group roster (if Appointment Display preference is checked for the Watch List) (#2308)
 - Added optional Step Start Date (or Days offset) to Success Plan Steps
 - Added the feature to duplicate saved favorite reports (#2104)

Changed
 - Batch visits are now tagged with the REQUEST_ID for auditing purposes (#2297)
 - Visits entry no longer shows Entered date time when the profile does not track waiting time
 - Appointment duration menu choices will be disabled if the time will extend outside the overall availability (#2291)
 - Quick Visits and Workshop visit saving will automatically set the EnteredDT field value to the Time In if no EnteredDT information present (#2302)
 - Automated reports set to use time frame of Last Week, Last 2 Weeks, Next Week, This Week now use the schedule calendar default start day preference for determining the starting day of the week (#2163)

Fixed
 - Fixed an issue with Log Resource button not working for Students with apostrophes in their name on Log Listing (#2299)
 - Fixed an issue with show contact info for students on Appointments not showing when Preferred is not the choice (#2298)
 - Fixed an issue with Manual Track Flows possibly not processing (#2296)
 - Fixed an issue with the Students Visits Center Grid report for showing student pronouns (#2305)
 - Fixed an issue with Chained SuccessPlans

<hr> [1.3.5] 2023-12-06
Added
 - Added Student UserName to SI Batch scan student identifiers (#2247)
 - Added more power to the Profile's Max Appointment rules, allowing multiple search values and the ability to search excluding a value (#2255)
 - Added blank option for Reason and Consultant choices to Custom KIOSKs
 - Added additional sort capabilities to Log Listing (#2267)
 - Added ability to link an inactive section to an old visit record (#2272)
 - Added Work Plans report (#2193)
 - Added ability for Students to Cancel asynchronous appointments (or delete) if within tolerance time
 - Added an additional column to the Workshop Roster displaying the student ID column chosen in Student Entry preferences for which ID to show on drop search (#2279)
 - Added a SurveyTrac option to prevent responses from being submitted after the survey period is over (#2281)
 - Added Student and Consultant satisfaction for Visits as a standard field with group preferences
 - Added new custom field type: Radio Icon Option
 - Added ability to display custom fields in menus with Values different than the displayed title
 - Added new custom field type: Image Menu Field
 - Added Ability to Add Notes to Attended and Selected Visit records form the Class Roster modal (#2286)
 - Added report option for "Students Visits/Appointments by ??" to show deleted appointments, and the option to apply the report date range to the appointment last-modified date (#2282)
 - Added a new option for Students to be auto-registered in a Section based on a List
 - Added the option to display consultant custom fields to the Q2 visits report (#2284)

Changed
 - SAGE Referral buttons are affixed to bottom of window (#2250)
 - Now hide the message on the Q2 Raise hand window saying it's safe to close the window when the location is Q2Remote (#2257)
 - Adjusted the appearance of Currently Logged in Consultants (font size larger) (#2269)
 - Adjusted the display formatting for student list on batch QR Code display (#2274)
 - Adjusted the list of reasons available to a search widget based on the linked centers for the search option widget (#2280)
 - Adjusted the Add Notes to... on the Group Roster to show notes fields for linked profile (#2285)
 - Adjusted the Add to Roster to choose the active registration record when there are multiple registrations for a student similar subject (#2288)
 - Updated Font-Awesome to 6.0, update MUI to latest

Fixed
 - Fixed an issue with sometimes saving a referral causes a blank page to appear (#2249)
 - Fixed an issue with some Listing Names being displayed improperly in the Student List menus (#2253)
 - Fixed an issue with KIOSK QR Code (touchless signin) asking for confirmation of BIO when setting was disabled for KIOSK (#2254)
 - Fixed Error 500 when running Logins by Hour by Day of Week with Additional Searches (#2252)
 - Fixed a temporary issue with inability to create new Staff records (#2245)
 - Fixed the local staff password change success message (#2256)
 - Fixed an issue with quotes in consultant name on Q2 Queue (#2260)
 - Fixed added server level protection against students attempting to book an appointment after the time has expired (#2261)
 - Fixed an issue with Success Plan step computation determining which step is next to complete (#2262)
 - Fixed an issue with appointment saving recalculating the linked overlapping availability (#2258)
 - Fixed an issue with adding multiple students to a group roster (#2270)
 - Fixed an issue with Automated Terminated Visit email not using the preference (#2266)
 - Fixed an issue with hiding a specific appointment status on the Student timeline (#2275)
 - Fixed an issue with survey responses being able to be submitted after a survey is made inactive (#2281)
 - Fixed an issue where the payroll report option of rounding individual visit times first may calculate the wrong total visit time (#2264)
 - Fixed an issue with some reports not including locked group availabilities (#2287)
 - Fixed an issue with the Success Plans report, where it would fail if there were deleted plan steps (#2293)

<hr> [1.3.4] 2023-11-01
Added
 - Added Profile badges for search availabilities
 - The Optional: In-Person vs Online Appointments report now has the option to include asynchronous appointments (#2212)
 - Added a new system preference for hiding the login option from the class roster (#2228)
 - Added a new report, Faculty Student Visits, a faculty-only report showing student visits for sections assigned to the logged-in faculty (#2080)
 - Added the report option to search by student Other ID in Student Search fields for numerous reports (#2206)
 - Added the report option to search by visit reason category in Visit Search fields for numerous reports (#2222)
 - Added the report option to group by "Scheduled by" in the Students Visits/Appointments by ?? report (#2192)
 - Added student missed as a status for Asynchronous appointments
 - Added a new report, Student Fields in the Students category
 - Added Flag Pref text to define flag colors
 - Added search availability widget option to link to arbitrary number of centers

Changed
 - This version finalizes a series of changes and improvements starting with version 1.2 that aimed to enhance performance, reliability, and scalability.
 - Trac Database updated to the latest RDS Aurora 3.04
 - Engine is fully optimized for PHP 8.2 Preloading and JIT
 - PHP Engine tuned for performance and TTFB ("time to first byte")
 - Linux Kernel 6+
 - 15-35% performance improvement per web request
 - 50% more request throughput per server
 - up to 25% faster imports

 - When there's only one reason choice for a Q2 Table, it will be chosen automatically in the raise hand modal
 - Copy the KIOSK Username to the first name field automatically on save (#2227)

Fixed
 - Late cancellation status not using "Status for Missed" preference (#2220)
 - Editing a course list from within another course list causes the added items to be changed to a blank course list (#2218)
 - For the SI Session Listing report, if a visit is connected to an appointment, and the appointment status is then set to Missed, the visit won't be included in the report (#2216)
 - Fixed an issue with All Staff reserved blocks blocking other centers during nightly calc missed (#2225)
 - Fixed an issue with QR Codes for SI Batch visits requiring an enrolled section when no section defined (#2223)
 - Fixed an issue when attempting to add a student to roster, if it fails, it was not showing an error (#2238)
 - Fixed an issue when moving an online appointment from one availability to another, new online location set for appointment (#2240)
 - Appointment move button now appears when the availability is asynchronous-enabled (but the appointment must be online or in-person) (#2251)
 - Fixed a temporary issue with creating new Registration record from Registrations listing (#2244)

<hr> [1.3.3] 2023-10-13
Added
 - Added a new System Preference that allows the system to mark visits that were logged in during a scheduled class time (#2208)
 - Added ability to show watchlist icons on dashboard at the search widgets for those visible to the Appointments (#2213)

Changed
 - Changed default templates for Student / Staff confirmation and Student reminder emails
 - Adjusted student timeline to show only allowed Surveys (#2214)

Fixed
 - When students mark an appointment as Canceled after the grace period, appointment will automatically be marked as Cancel - Missed (#2211)
 - Fixed an issue with Ad Hoc appointments not being able to be saved due to an error saying 'slot already taken' (#2210)
 - Prevent system from logging out a student when visit notes edited from dashboard utilization widget (#2217)
 - Fixed an issue where a batch QR Code might allow a student to log a visit to a section when non-enrolled in that section (#2215)

<hr> [1.2.34] 2023-10-12
Added
 - Added new tracking for students that search for an availability and find 0 results (#2178)
 - Added new functionality, 'Work Plans' which will allow campuses to track consultant work hours for certification / training tracking.
 - Added new functionality for student timeline filtering, added an Emails button (#2186)
 - Added new functionality for max appointment rules, 'with Same Profile' (#2185)
 - Added the count of processed referrals on the SAGE Referral Snapshot report (#2188)
 - Added the currently enrolled status indicator to the Appointments listing as well as a power search field Inactive (#2197)
 - Added a warning when the modality of an appointment is changed from how it was saved as well as a warning profile preference.
 - Added a message to the sections search when no section found in a batch visit entry (#2198)
 - Added Staff Member as a new name for consultants in profile prefs (#2203)
 - Added Recurring Dates tag to Appointment Reminder emails also added Recurring Dates Text to confirmation and reminders (#2200)

Changed
 - Changed the wording of the max appointment rules entry where it references 'All Students' versus 'The Student' (#2175)
 - Adjusted the status assignment for student cancellations of a series of appointments, successive appointment status will be 'CANCELED - DELETED' (#2195)
 - Adjusted the wording for subscribing to a personal calendar via URL to be more generic (removed reference to Outlook)
 - Adjusted Log Listing change visit status dialog to only enable the change status button after the consultants have loaded (#2207)

Fixed
 - Fixed some minor issues in preparation for new Trac Engine release
 - Fixed a potential security issue with document listing being shown on new appointment entry on PHP 8.0+
 - Fixed an issue with Custom Views not being accessible (#2180)
 - Fixed an issue with Saving student data containing only certain custom fields (#2179)
 - Fixed an issue with Q2 QR Codes redirecting to a blank page (#2174)
 - Fixes issue with student cancelling appointment with a reason containing '#' not working (#2182)
 - Fixed an issue with 'yesterday' being chosen in SAFE referrals listing (#2183) (date format issue)
 - Fixed an issue with finding a subject in Quick Visits (#2184)
 - Fixed an issue where Visit Notes may appear when group setting is Hide Notes (#2189)
 - Fixed an issue with SAGE referral additional questions and answers containing quotes (#2190)
 - Fixed an issue with Course List saving and relating to all Faculty, linked to no courses (#2194)
 - Adjusted navSearch options in Attendance Listing to discriminate between isWork for Visits and isWork for Reasons (#2191)
 - Fixed an issue in SurveyTrac's Notify Results Email, to correctly show the name of the survey taker
 - Fixed an issue with utilizing custom searches (#2205)
 - Fixed a message that would diplay about modality changes regarding asynchronous appointments (#2202)
 - Fixed an issue with Terms and Conditions for Students infinitely looping (#2201)
 - Fixed Saving an in-progress work visit caused it to appear in the Log Listing (#2199)

<hr> [1.2.32] 2023-09-26
Added
 - Added an option for Batch QR Codes to auto enter center notes (#2158)
 - Added an option for Batch QR Codes that intersect with existing visit records to auto logout or split the visit (#2159)
 - For SAGE module, SAGE reports can now display referral actions (#2161)
 - Added a profile option to prevent student scanning a QR Code prior to the code being allowed: no sooner than (#2164)

Changed
 - The Move appointment button and dragging appointments will now avoid times where the student is already booked (#2162)

Fixed
 - Fixed an issue with dropin SMS reminders always assuming the dropin location is online (#2160)
 - Fixed some minor availability movement weirdness when the DAYS doesn't match the new date for the availability (#2095)
 - Fixed a SurveyTrac issue where, if a response is connected to a staff and student, make sure to send the response to the recipient based on UID
 - Fixed move button for Appointments shown from the TimeLine (#2171)

<hr> [1.2.31] 2023-09-22
Added
 - Added ability for students to view previously accepted Terms and Conditions (#2121)
 - Added ability to add custom fields to SI Batch Visits (#1219)
 - Added an option to Hide a Center from Center Choices on Work Visit login (#2129)
 - Added ability to add 'with Same Section' to Max Appt Rules (#2133)
 - Added Potential Actions to Referral Types and Completed Actions to Referrals (#2125)
 - Added toggle show/hide capability (with cookie load default value) to the Q2 Help List and Wait List (#2142)
 - Added Reason to Availability blocks on schedule when Reason is assigned to availability (and not subject) (#2134)
 - Added ability to link a student to multiple assigned advisors via a student field with multiple values (#1982)
 - Added Staff.FirstLast to Staff NavQuery and Students.Full_Name2 to Student NavQuery
 - Added ability to hide certain custom fields from the SI Batch Entry
 - Added option to Center Schedule report to show appointment status (#2145)
 - Added student fields, including custom fields, to the Visits by Assigned Advisor and Student report (#2105)
 - Added new option on Watch Lists to enable / disable displaying on KIOSK login / out.

Changed
 - Order of Centers listing has been adjusted on KIOSK log in, they are now sorted by Name (#2131)
 - Adjusted how online optional slots are computed when the only booked appointment in a group is cancelled (#2036)
 - Moved the Assigned Success Plans menu from Other menu to the Other -> Listings... submenu
 - Adjusted Resource checkout for always available items (they were never intended to be returned) as auto returned (#2146)
 - Adjusted the search availability to exclude availabilities for otherwise booked consultants due to appointments in centers other than the one(s) searched (#2143)
 - Adjusted the icon for the Q2 Cancel Table help from the X icon to a trash can icon with more descriptive text in the dialog

Fixed
 - Fixed issue with timezone settings causing display of appointment to show correct time but wrong date (#1911)
 - Fixed an issue with security being too restrictive on QR Code logout with visit notes (#2128)
 - Fixed an issue with TimeLine Documents, clicking on the name would open a blank page (#2130)
 - Student Center Visits was not showing today's visit on 'This Week' search (#2135)
 - Fixed an issue with downloading some appointment documents (#2136)
 - Inactive Success Plans no longer send emails (#2139)
 - Fixed an issue with chosen Section not being shown on Referral Types with Annotated Rosters (#2144)
 - Q2 Setup menu now fixed in place no matter the scroll (#2141)
 - Fixed an issue with appointments overlapping a block for same consultant but in another center (#2153)
 - Fixed an issue with work visits linked to a QR Batch Code showing as null (#2151)
 - Fixed an issue with Search Availability widget linked to some Student dynamic lists not working
 - Fixed an issue with Students with no email address causing announcements to not be drawn on KIOSK for those students
 - For SurveyTrac, surveys directed to tutor/advisor/counselor via 'Display during visit entry' going forward, will show student information related to the visit in reports (#2140)
 - Fixed an issue with possible consecutive appointments prevention not being honored in certain cases (#2155)

<hr> [1.2.30] 2023-09-01
Added
 - Added Group Options for Student Entry Tabs 2 - 5 (#2088)
 - Added option to exclude inactive students on SI Batch Visit entry search (#2087)
 - Added option in Profile Scheduling Prefs to default Max Students value on new availabilities (#2086)
 - Added ability to add multiple students to a group roster (#2081)
 - Choose a date & center on search availability now constrains the center choices ot the search availability widget prefs (#2097)
 - Twig tags are now available in Q2 Instructions email (#2094)
 - Added Receive SMS Alerts field to Step 2 of the Import modal (#2093)
 - Added a Load Default button to many of the standard emails in profile preferences (#2077)
 - Fixed an issue on search availability when choosing the group of services menu reverting to 'All Groups' (#2108)
 - Added preference to Q2 configs to confirm the start of a table visit (#2110)
 - Added ability to specify the record sequence of a test record when previewing appointment emails, etc. (#2111)
 - Added ability for Asynchronous 1 on 1 appointments to be booked
 - Added additional modifier 'same consultant' for preventing consecutive appt booking (#711)
 - Added custom email options for termination and modification emails (#2115)
 - Added Student Confirm Bio and Staff Confirm Bio as Location Options for Custom Automations
 - Added automated emails fo batch assignment of Success Plans from Student listing (#2119)
 - Added ability to adjust a single day of an availability by creating a day block and a new availability (#1541)

Changed
 - The Process Activations button in the Terms preferences is now no longer hidden (#2107)
 - When Appointment record saved with No Status (Upcoming), system will unlink from a potentially linked Visit record (#2114)

Fixed
 - SAGE Referral followup date displays the date of the followup (no time) (#2098)
 - Fixed Saved Searches linked to Custom Views (#2078)
 - Fixed an issue Q2 Instructions email having a missing link to Raise Hand (#2109)
 - Fixed an issue with 'or' clauses and numeric fields in navSearch, you may not provide quotes to prevent a wildcard character from being added to the search criteria (#2106)
 - Fixed issue with charts on students listings not working when the search criteria included Appointments or Registrations (#2099)
 - Fixed an issue with reports that used a dynamic list based on a terms search not working (#2112)
 - Fixed an issue with Unselect All option in Attendance and Registrations listing not working (#2118)
 - Fixed an issue with students not being able to cancel all appointments in a series (#2120)

<hr> [1.2.29] 2023-08-11
Added
 - Added a range slider question type to surveys (#2021)
 - Added a secondary enter your ID label preference for batch visits only (#2038)
 - Added a new system preference for consultant work logout prompt for work notes (##2050)
 - Added menu pickers for Survey to link to Reasons and Subjects (#374)
 - Added option for page inactivity timeouts (#2053)
 - Added Last Month option to Utilization widget (#2058)
 - Added a new twig function to add a custom CC email address to an email (#2056)
 - Added an optional Center field for Terms and Conditions (in addition to the Profile field)
 - Added ability to set the calc missed from date to be the start of the current term automatically (#2066)
 - Added subject search option to Appointments/Visits Utilization report (#2048)
 - Added option in Students Visits Cleanup Data report to only show appointments for the center(s) selected (#2070)
 - Added Navigators to list of consultant types (#2073)
 - Added a Show All button to Change Consultant modal to ignore linked consultants only list (#2074)
 - Added Search by Student ID to Document Listing search (#2075)
 - Added subject search option to Appointments/Availabilities by Hour by Day of Week report (#2068)
 - Added option to show student pronouns on numerous reports as an additional field to show
 - Added an additional search availability widget (6 total)
 - Added ability for search availability widgets to be linked to the modality (in-person, online or asynchronous)
 - Added ability to add multiple students to a group roster (#2081)

Changed
 - Added ability to allow Profile admins to access Success Plans listing when table access prefs privileges granted (#2037)
 - When a group appt with optionally by slot online or in-person is deleted, the time slot preference is recalculated (#2036)
 - Q2 Log Off button that displays after a QR Code scan for students adjusted to Close with a message saying it's safe to close (#2044)
 - Compressed the reasons and recommendations in the Referral Type entry so more items may be shown in a smaller area (#2043)
 - Change wording of prevent students / staff booking consecutive appointments to be inline with actual functionality (#2064)
 - In-Person Availabilities that have not been booked after the time period expires become dropins, adjusted to allow online availabilities act the same (#2067)

Fixed
 - Fixed an issue with server timezone different than center timezone and list of appointments appearing with 24 hour offset from midnight to 1am (#1911)
 - Fixed an issue with blank tiles in KIOSK still being clickable to log a student out (#2047)
 - Fixed an issue with an apostrophe in a Centers name preventing it from being selected as the default choice in an Appointment entry (#2046)
 - Fixed an issue with Availabilities in the future (farther than 25 days) expiring too quickly to a student when the 'No Book Later than' preference is blank (#2045)
 - Fixed an issue with Course list items removal using Subject-Course-Section-Term (#2051)
 - Fixed an issue with Work Visit filter on Staff timeline not sowing work visits (#2049)
 - Fixed an issue with Availability badges being shown for all profiles (#2057)
 - Fixed an issue with UTC+1 or more duplicating first day column on a week schedule in the scheduler (#2059)
 - Fixed an issue where a user's group does not have edit schedule capability for a center, yet the appointment move button was being shown (#2061)
 - Fixed an issue with duration emails exceeding a certain number of minutes still being sent out when option is set to off (#2062)
 - Fixed a typo in the description for the search availability preferences
 - Fixed an issue with single quotes in Referral Type Reasons and Recommendation names (#2071)
 - Adjust sort order on loglisting and queue listing so those waiting longer will appear sooner (#2084)

<hr> [1.2.28] 2023-07-11
Added
 - Added Center Fund to Visits Export (#1975)
 - Added option to show visit details on Success Plans report (#1862)
 - Numerous reports can now search sections by Course List (#1977)
 - Added static QR code as a Custom KIOSK option in profiles
 - Added options to Hide Sage Notes and Additional notes from Faculty only (#1997)
 - Added option to include inactive assigned success plans in the success plan report (#2004)
 - For SurveyTrac, added the survey option to send via 'Email after # of visits during survey period' (#1855)
 - Added options for showing subject and reason while in Q2 Queue Mode (#2022)
 - Added twig sidebars for Welcome Messages in System Preferences (#2019)
 - Added twig tag options for Surveys (#2016)
 - Added preliminary version of TracFlow Automations module for beta testing
 - Survey Snapshot report can now display pie charts, bar charts, or line charts of survey answers (#1859)
 - Added Visit Time Out to Utilization widget (#2032)
 - Usage Snapshot report can now also display bar charts or line charts (#1901)
 - Added Preview button for System Preferences colors (#1813)
 - Added availability expiration message to Appointment Save for students (#1852)
 - Added ability to start and stop an appointment's visit for 1-on-1 appointments from the scheduler (#1726)

Changed
 - Dropin notification reminders will not send to student if the availability has been deleted (#1996)
 - Moved blank option to top of list in places where blank choice is allowed (#1985)
 - Increased the font size of Q2 Login modal (#2006)
 - Removed data form appointment - consultant tab from tml structure (#2017)
 - Quick Visit entry: changed timing of loading consultants menu to after centers loaded (#2011)
 - Added Q2 Config option for playing a sound when a student raises their hand (#2014)
 - Adjusted the formatting of table and staff name on queue listing so table and staff name stay inside their appropriate boxes at larger magnifications (#2014)
 - Postpone computation of courselist specialties if courselist is applied to more than 20 consultants or 20 centers (#2025)
 - Running the Visits/Appointments export manually with more than one year of data runs the export as a job (#2010)
 - Removed redundant 'allow user to manage resources', instead base this on ability to edit Resource Types in table access (#2034)

Fixed
 - Fixed an issue with Success Plan emails not opening from Timeline (#1974)
 - Fixed an issue with dots in Campus Codes
 - Dropin notifications for online availabilities go through the secured URL (#1978)
 - Dropin notifications for online availabilities show time in am/pm format (#1978)
 - Inactive centers hidden from Work Reason chooser (#1980)
 - Fixed change field value on Staff (#1986)
 - Allow public doc URLs to be emailed (#1987)
 - Fixed Show these faculty from registrations listing (#1988)
 - Fixed a method of creating a null visit when a visit has been deleted but a user attempts to make a Q2 request based on the old deleted visit (#1989)
 - Fixed an issue when the appointment online enter session rule doesn't have a value for no start later but does have a value for no start before end of appointment (#1990)
 - Send Visit Duration Notifications will now use the templates in hte profile preferences (#1995)
 - Saving a student list for search availabilities did not work for widgets #3 and #5 (#1999)
 - Fixed an issue with KIOSK QRCodes not working due to static QR Codes change (#2007)
 - Fixed an issue when adding a student with an apostrophe in name to Workshop Roster (#2012)
 - Fixed a refresh issue on Q2 Queue where the list is now updated for every student login or out of the queue center (#2015)
 - Hide Inactive Custom KIOSKs from KIOSK menu listing (#2018)
 - Confirmation notifications on timelines are now clickable (#2020)
 - Fixed and issue with editing System Prefs -> Custom Fields in Chrome browser (#1981)
 - Fixed the display of linked Reasons to Centers when the Reason is available for all Profiles (#2033)
 - Fixed issue with Referral Listing columns not being sortable (#2035)

<hr> [1.2.27] 2023-06-01
Added
 - Added multiple change field value fields to Staff listing (#1967)

<hr> [1.2.26] 2023-05-30
Added
 - Added Asynchronous availabilities for asynchronous appointments
 - Added a Duplicate button on the Success Plan entry and the Step Listing for a Plan (#1928)
 - Added Change field value for Admins to the SAGE Referrals Listing (#1934)
 - For SurveyTrac, preference option in 'Dashboard Charts and Dashboard Surveys' allows hiding the surveys panel from the dashboard if there are no pending surveys
 - For the Resource Utilization report, staff that processed the checkout and return have been added (#1930)
 - Added Email and Staff Sequence optional fields to User Detail report, and Last Access field is now being updated (#1951)
 - Added more optional fields to the User Detail report
 - Added a convert appointment to asynchronous button to the appointment entry for staff only for profiles that allow asynchronous profiles
 - Added change field values to Staff listing (#1967)
 - Added 'Subject CRN' to choices for format to display subject (#1968)
 - Added display subject preference using CRN now also causes CRN to be displayed in sections list in batch visit entry
 - Added Consultant Fund and Center Fund to the Visits by ?? report, for grouping by or as an additional field (#1975)
 - For SurveyTrac, there's a new 'Initiated Via' setting: 'Email after 1st visit per consultant during survey period' (#1857)
 - Added option to show visit details on Success Plans report (#1862)
 - Added reports option to search by Course List on numerous reports (in Additional Search, Registrations Search section) (#1977)

Changed
 - Asynchronous widget will now only appear on dashboard if 1 or more profiles have the preference activated
 - Success Plans for students will not be show on student dashboard if the assigned plan is deactivated or the success plan itself is deactivated (#1931)
 - Dropped the display of the unused document field 'Follow Up By' (#1929)
 - Resource reports allow the option of showing checkout notes
 - Adjusted registrations Assignment Grid view to allow searching for Total Points (#1935)
 - Use "KIOSK Enter ID label" for Ad Hoc QR Code text (#1932)

Fixed
 - Fixed an issue with email templates sometime not being editable (#1924)
 - Fixed an issue with max appointment rules and In Person only appointments (#1920)
 - Fixed sorting of reasons on dashboard to use the sort code (#1955)
 - Fixed an issue with Success Plan Step completed email (#1961)
 - Minor security updates (#1956 - #1960)
 - When booking a recurring appointment check to prevent double booking on future dates (#1964)
 - Fixed a couple typos (#1965, #1966)
 - Fixed duplicating a group from profile causing an invalid search bar to appear (#1969)

<hr> [1.2.25] 2023-05-02
Added
 - Added ability to duplicate courselist items (#1851)
 - Added Next and Previous buttons to Student, Staff, Faculty and several other entry page navigation
 - Added Custom Notes to availability blocks for internal staff documentation about availability issues (#1921)
 - Added "Writing Fellow" to "Name for Consultants" options (#1919)
 - AddedCustomizable text on local login screen (#1914)
 - Added option to allow Custom Kiosks to display consultant login button (#1909)

Changed
 - Surveys Listing Active field is sortable (#1899)
 - Students Visits Cleanup Data report now allows changing the visit or appointment consultant (#1867)
 - Changes to sort order of sections in a course list (#1918)
 - Added a conclude icon to Q2 list of helped (#1917)
 - Resources reports now include staff checkouts, with option to sort by staff (#1910)

Fixed
 - Fixed issue with saving an availability block when no meeting type chosen (#1998)
 - Fixed a log resource issue (#1923)

<hr> [1.2.24] 2023-04-17
Added
 - Added some special student fields to Student import field assignment process (#1882)
 - Added new profile preference for the ability to customize the emails that go out when multiple cancellations / misses cause auto cancellations of appointments
 - Added ability to retrieve the Block - Description as a twig tag in an appointment that was blocked on the schedule
 - Added QR Code to Student Confirm BIO on login when email for student is inaccurate or missing (#1866)

Changed
 - Removed the unneeded global preference 'Display Receive SMS' (uses Group preference for access) (#1878)
 - Moved several profile preferences into a new Advanced Preferences category (#1877)
 - New Availability looks activated
 - Next and previous navigation buttons on scheduler are now disabled while the calendar data is loading (#1887)

Fixed
 - Saving a success plan might duplicate the steps (#1894)
 - Ad hoc appointments will allow you to choose In person or online (#1896)

<hr> [1.2.23] 2023-04-07
Added
 - Added new fields to database to handle built-in asynchronous appointments
 - Prepared new interface elements that will in the future display asynchronous appointments
 - Added Custom Views to Appointment Listing (#1846)
 - Added Section and TermCode to Students -> Attendance Listing (#1843)
 - Added indicator badge to scheduler to indicate In-Person availabilities (versus Online) in preparation for asynchronous availabilities in future
 - Added checkbox options in Consultant Max Hours and Non-Duplicated Appointment Time report whether to include missed appointments in the report, as well as showing appointment subject, reason, and location
 - Search by section schedule Day and Time on Registration listing and Via Student search form
 - Added WatchLists to available twig tags
 - Added new Group Preference called 'hide Is Work' to hide Is Work button from Quick Visit entry
 - Added new Group Preference which prevents 1 on 1's from being displayed as drop in when the scheduling time expires
 - Added new preference to search availability widget to prevent similar availabilities from being stacked
 - Added ability for admins to modify the linked person for a document
 - Added new Profile preference affecting KIOSKs that allows the student to log in to an appointment for a center in the same profile as the KIOSK
 - Added a new preference in Appointment scheduling that prevents a visit from being created when entering an online session
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended and a visit already exists that surrounds the appointment start
 - Added Referrals Listing to the Listings menu and Sorted the Listings by Name
 - Added a new report, Optional: In-Person vs Online Appointments (#1453)
 - Added confirm Bio search to student Listing (#1864)
 - Added Minimum duration option for Visit Steps (#1860)
 - Added Birthdate to the list of confirm Bio Student fields (#1865)
 - Added a new report, Student Search Availabilities (#1222)

Changed
 - Changed: do not show Student Blocked by Time message for Drop In blocks
 - Changed: Visits by ?? report and Visits by Faculty and Subject report now allow Faculty Email as an additional field to show (#1870)

Fixed
 - Fixed saving issue from Success Plan entry via popup (regular entry was working properly) (#1849)
 - Fixed a display issue with Documents Listing (showing inactive when not necessarily inactive) (#1845)
 - Fixed an issue with hide DropIns from student per search availability widget
 - Fixed typo in second selection deletion prompt (#1871)
 - Fixed an issue with saving resources showing a resource no longer checked out (#1874)
 - Fixed a script error issue on KIOSK Choose Consultant options (#1844)

<hr> [1.2.22] 2023-03-23
Added
 - Added Appointments listing to Other->Listings menu (for Admins only)
 - Added TimeLineEvents entry screen so the event may be viewed by Admins or deleted by a SysAdmin (#1814)
 - Added Survey option to auto-resend survey emails for unanswered responses (once) after # days (and optionally, after that, continually resend every # days). Also an option in Survey, Responses tab to exclude responses from being re-sent. (#1109)
 - Added categorization option to the notifications modal and ability to hide a notification from the notification listing (#1815).
 - Added ability for Redrock staff when setting up imports to drag and drop to move or copy import batch items from one batch to another.
 - Adjusted the borders or the roster list of the class roster modal to make it look more like other listings.
 - Added a new SAGE report, Referrals by Student and Appointments/Visits (#1816)
 - Added ability to prevent an appointment reminder/confirmation/missed email from being sent if the email body contains: #ACTION:DO NOT SEND#
 - Added a remember student option on batch visits to allow multi-logging for the same student (#1838)
 - Added a new management report, Consultant Max Hours and Non-Duplicated Appointment Time (#1711)

Changed
 - Slots found on search availability grouped (stacked similar) according to time, date, center, type , location... added online (#1825)
 - Adjusted AdHoc QR Code to work when drop in availability is linked to a course list (#1827)
 - Success Plan entry screens nowshow the name of the success plan in the app bar at the top of the screen (#1831)
 - Success Plan email entry: the pop over editor will not activate the full WYSIWYG editor, but clicking on the line to show the full screen version of the email will invoke the WYSIWYG editor (#1830)
 - Visits/Appointments Export, in the Number of Days to Export field, another option is a range of days, i.e. 14...7 would export from 14 days ago through 7 days ago. (#1738)
 - Staff only sections will not appear on KIOSK login for students (#1836)

Fixed
 - Hide inactive custom questions on KIOSK log in / out (#1820)
 - Hide inactive Q2 Configs on dashboard (#1819)
 - Make Continue button on KIOSK log out keyboard accessible (#1818)
 - Surveys marked for Display on Document Posting was causing dashboard to not load for Students (#1821)
 - Group staff listing does not need the selection menu option at top of list - removed (#1824)
 - Some Resource checkouts weren't being shown on student timeline due to the change that allows staff to now be able to check out a resource (#1826)
 - Fixed word wrapping of checkboxes when the label won't fit in the intended area (#1822)
 - Fixed an issue with search availability widget preference to hide profile option not working (#1829)
 - Fixed issue where certain students migh see a duplicated announcements on dashboard (#1834)
 - Fixed an issue with SAGE notes and additional notes hiding when referral type option checked. Also Custom Questions now says Additional Questions (#1835)

<hr> [1.2.21] 2023-03-09
Added
 - Added ability to change consultant time check mode to bi-weekly (#1768)
 - Added Staff LastFirst and FirstLast fields to power search which allows consultant linking to students (#1784)
 - Added new report Appointments/Availabilities by Hour by Day of Week
 - Added Center and Profile to Outstanding Appointment requests (#1787)
 - Added an option to allow student to choose Other when logging in to a center and there is a prescheduled appointment (#1796)
 - Added new system preference to toggle Student Upload documents to their dashboard
 - Added new option for profile preference regarding choosing a consultant on login: you can now make the consultant required (Yes, No, Yes Required) (#1809)

Changed
 - Adjust time line indicator on scheduler when center chosen and time is not the same as current browser time (#1778)
 - Only Redrock developers may now create a system wide announcement to campuses (thank you Billy).
 - Allow registration custom fields to be viewed in Visits by ??, Students Visits/Appointments by ?? and Usage Snapshot reports (#1781)
 - Registrations by ?? report now allows grouping by Subject/Course/CRN (#1807)
 - Reports using Registrations section of Additional Search now includes searching by registration status (#1802)
 - Availbility slots will use availability preference for multi-slots when accessed via search availability (#1810)

Fixed
 - Fixed an issue with outstanding appt requests - followed up by person (#1782)
 - Fixed a too strict logic issue when determining if a consultant can cancel an appointment from the dashboard (#1785)
 - Fixed 'birthdaytoday' phrase search on student listing to additionally honor 'search active' (#1790)
 - Fixed issue with student name with back tick (`) causes not able to search for an availability (#1792)
 - Fixed surveys sending to tutor/advisor/consultant after student visit, when set with 'Email after visit' and Tutor/Advisor option is checked (#1775)
 - Fixed when staff removed from a center the visit entry will now still show the assigned conultant for older visits (#1795)
 - Fixed a typo for student document upload button (#1803)
 - Fixed an issue with annouuncements not showing on Dashboard (#1801)
 - Fixed an issue with visit with First Available originally chosen auto choosing the first consultant on the list (#1805)
 - Fixed an issue with search availability showing Profile choices to the Student (#1806)

<hr> [1.2.20] 2023-02-27
Added
 - Added new Task report
 - Added Subject and Course as separate additional fields to show on Visits by ?? report
 - Added Watch List indicators to Registrations Listing
 - Added Show these Registrations to Students Listing
 - Added various minor changes to Success Plans (#1773) including auto assign consultant and edit record link
 - Added a notification message if roster appt status could not be changed due to network error (#1780)

Changed
 - Modified student & staff timeline items to show light grey background for Extra Detail items
 - KIOSK Sort code for staff can now also sort the staff on the scheduler (#1746)
 - Added a message to SI batch visits area show the total number of SI Visits created (##1753)
 - When adding a new roster appointment, pre-assigned subject and reason are now displayed in the roster item (#1754)
 - Only user-allowed task types are now shown in task entry and listing (#1759)
 - Added a Notes Required option to profile preference to allow Notes to be required in Visit Entry
 - Added a Cancellation Reason required to system preferemces (#1758)
 - Adjust privileges for Staff that are not Admins: no deletion of selected records, no merging records and no change field value (#1760)
 - Adjusted size of Q2 expander button in Q2 Queue listing

Fixed
 - Special Needs customized title now used for availability entry modal
 - When student is in a timezone different than profile and campus, local time is now being displayed and enter online session button works (#1747)
 - Fixed a typo on dashboard for Referrals (#1748)
 - Fixed an issue with Max Appt Rules that use a week start on Sunday (#1749)
 - Fixed an issue with DST adjustment
 - Filtering scheduler with Location filtering and Hide Unavailable now work together (#1756)
 - Reasons shown to Staff only are now hidden on KIOSK signin (#1770)
 - Fixed weird issue with clicking on watch list name on dashboard (#1771)
 - Fixed a location and online issue when moving appointments from one availability to another (#1769)
 - Fixed a time zone issue with appointment notifications when appointment time is different from campus time (#1779)

<hr> [1.2.19] 2023-02-09
Added
 - Added Recompute time for watch lists in the Preferences (#1717)
 - Allow dragging of twig fields for batch emails (#1716)
 - Added ability to choose selected item from group roster to send visit notes, surveys, and emails
 - Entering term 'birthdaytoday' in student nav search shows students with a birthday today
 - Profiles can now block student appointment booking between two times (ie 10pm and 4am)
 - Added 'Consultant Max Hours' as an additional field to show on the Students Visits/Appointments by ?? report (#1705)
 - Added twig to Survey 'Notify results to emails' setting, so each survey recipient can receive their Notify Results email (#1695)
 - Added Students Visits Center Grid report (#1714)
 - Added option to send quiz to students from group appointment/roster
 - Added survey sent via "Email after 1st visit per subject during survey period" option (#1342)
 - Added links to edit visit records in Students Visits Cleanup report (#1494)
 - Added new cookie for controlling if Extra Detail will be automatically checked (#1742)
 - Watch List students on dashboard now have their associated color indicators next to the title

Changed
 - Prevent Switch to account option from switching to an inactive account (#1718)
 - When editing custom fields of an appointment, show Save button as soon as any key is entered in the custom field (#1721)
 - Added duration check after batch duration amount entered to prevent badly formatted durations (#1723)
 - Custom missed appointment statuses are now honored in student appointment timeline extra detail
 - Work visits do not require subject (overrides profile preference for requiring subjects)
 - Display appointment's local time when browser time does not match center's appointment time (#1737, #1740)
 - Adjusted FTE option to specify students with exactly # / # or more / # or fewer hours/visits for Visits by ?? and Students Visits Summary reports (#1598)
 - Moved Profile Pay Basis settings to general Preferences, Payroll section; added link to Work Types listing (#1679)

Fixed
 - Fixed a typo on Group permissions 'this controls which centers the user...' (#1719)
 - Fixed SAGE Emails were dropped from timeline due to null category, they are back (#1720)
 - Fixed reports query using Students On List option for dynamic lists (#1715)
 - Prevent a quiz from being changed back to a normal survey once a response has been recorded (#1741)
 - Show unique students per grouping if one of the groupings is Student (#1632)
 - Fixed issue with consultant reason specialties selection menu not always loading (#1739)

<hr> [1.2.18] 2023-01-07
Added
 - Custom KIOSKs now can have a course list attached (#1689)
 - Add staff display entry link to day summary dialog for a staff record
 - Added Tip of the week menu and tip of the week notification
 - Added ability for students to filter the Center Visits widget by Center and Subject (#1708)

Changed
 - Changed student timeline so emails related to Visit, Success Plans, Appointments, Resource are grouped accordingly and shown when extra detail is checked

Fixed
 - Printing Student Center Visits from dashboard now prints all pages of the students visits (#1707)

<hr> [1.2.17] 2022-12-26
Added
 - New Module: Student Success Plans (#1677)
 - Added ability to share a course list item with other selected course lists (#1681)
 - Added additional overall attendance chart to student attendance (#1514)
 - Added additional Import process to activate solely based on dates from and to (#1674)
 - Added The ability to set a default 'Override From Address' choice in email prompt (#1675)

Changed
 - Changed wording in Staff Entry of Primary Center to Default Center (#1680)
 - Expand 'User Detail' report functionality (#1460)
 - Q2 Custom Field requirement changes (#1684)

Fixed
 - Custom Fields that are required when displayed on Q2 Raise Hand will now honor required attribute (#1684)
 - When a Course List has no items, recalculation of course list will gneerate a list of no items (#1487, #1683)
 - Fixed a typos in Saved Searches modal (#1685)
 - Allow Registration Listing Custom Fields to be reset to blank value (#1682)
 - Fixed an issue when sending batch emails from student listing, Chrome browser for windows didn't always get the last selection of records (#1582)

<hr> [1.2.16] 2022-12-12
Added
 - A searchable Usage column added to the CourseLIst listing
 - Opacity of Reserved Blocks adjusted so visibility of covered items increased
 - Allow checkouts of resources to Staff (#527)
 - Added Staff Only option for Reasons (#1665)
 - Added Barcode field to batch visit scans (#1672)
 - New import process to activate registrations based on date and withdraw codes only (#1674)

Fixed
 - Resource Check In/Out Button On Log Listing Not Working (#1660)
 - Issue with wild cards in power searches for custom fields (#1659)
 - Unrerve Resource button not showing (#1662)
 - Update staff.studentid field when staff user name is changed in staff record (for linking student to staff) (#1668)
 - Students name not appearing on check out history tab of Resource (#1671)

<hr> [1.2.15] 2022-12-03
Added
 - Added Custom Automation scripts to various specific locations (#1607)
 - Added Terms and Conditions Reponses tab to Terms and Conditions Entry (#1636)
 - Drop down menu support in Custom Views for fields with choices and are editable (#999)
 - Sort Lists alphabetically on report picker (#1640)
 - Added activation deactivation of Lists in Custom List entry (#1641)
 - Lists menu is now searchable
 - Max Appointment rule additional message now allows twig processing (#1646)
 - Added ability to search registrations based on a course list
 - Added Reponses to Terms and Conditions entry with Term and Subject listed (#1651)
 - Added Time Check option for required hours per Month (instead of Week)
 - Added keyboard acessibility to Q2 Table interface (#1634)
 - Added Fund Codes prefs to the Pay Codes area in order to predefine fund codes
 - Add ability to group Lists on the menus by using :: (double colons) to separate group name and menu name

Changed
 - Year is always shown on dates of visits in the attendance listing (#1638)
 - Moved general list options menu choices to top of List menu (#1639)
 - Changed wording of max appt rule display when status searched is blank (#1645)
 - New Availabilities will default to profile preferences for multi-slot times (#1647)
 - Dropped 'View Student Info Tab on Visits' preference, now automatically uses Table Access setting from Group prefs (#1655)

Fixed
 - Fixed a typo on special needs instructions (#1648)
 - Fixed a typos on Search availability instructions (#1653)
 - Fixes an issue with saving blank reason on Availability Badges (#1652)

<hr> [1.2.14] 2022-11-22
Fixed
 - Fixed an issue on swift email attachments for iCal REQUEST vs CANCEL (#1594 again)
 - Fixed an issue with SI Batch scans confirmation message (#1613)
 - Fixed an issue with Batch Scans -> ID and Other ID (#1626)
 - Fixed an issue whith student search when trying to find Active Students WITHOUT an active Registration (#1627)
 - Fixed an issue with Q2 Table Visit straddling midnight (#1624)
 - Fixed issue with Course and Section menu on Workshop entry (#1617)
 - Fixed an issue when printing a survey or quiz with text overlapping (#1625)
 - Fixed an issue with Workshop attendance creating a visit (#1629)
 - Fixed an issue when Chrome language set to Korean, not being able to conclude a Q2 Table Visit (#1633)

Changed
 - Removed Consultant name from Q2 Hand Raised on kiosk and log list fields (#1612)
 - Dropped 'Include Wait Time' preference (not being used) (#1621)
 - Added ability to search by workshop name in workshop listing (#1616)
 - Added pagination to Enroll Students listing in Workshop Listing (#1614)
 - When moving an appointment, dropins no longer appear as an option (#1615)
 - When generating attendance for a section, inactive sections are now hidden (#1631)

Added
 - Added a group preference for preventing password editing of student and staff (#1605)
 - Allow multi-check questions for Quizzes
 - Surveys and Quizzes show on timeline under Surveys
 - Ability to display a Quiz on Assignments tab of Registrations entry
 - Surveys, Staff, Students, Faculty, Visits now show message when a change has been made and user wants to close the page (#1608)
 - Report That Only Shows Availabilities That Are Not Booked (#1537)
 - Added new log list field for showing currently request Q2 subject (#1609)
 - Added QR Code for KIOSKs showing for all profiles (and Work Visit login) (#1610)
 - Added new Twig tag for Document Posted By Name (#1622)
 - Added a cancel button to Terms and Conditions modal (#1628)
 - Added ability to force a custom field to display starting on a new line (#1618)
 - Added ability to enroll a student into a workshop via ID, Other ID and Barcode (#1630)
 - Added Custom Fields to Q2 List and Q2 Raise Hand modal (#144)

<hr> [1.2.13] 2022-11-10
Fixed
 - Prevent confirmation emails for cancelled/deleted appointments when availability is changed
 - Fixed list sorting for several fields on several listings
 - Prevent student double booking on group roster
 - Prevent user from adjusting visit's status changes multiple times in a row (via double and triple click)
 - Marking an appointment as logged in from the dashboard now adjusts the appointment status automatically
 - Fixed an issue with appointment missed status being set to the custom student missed status
 - Fixed an issue with change field value record selection (auto checks against previous search)
 - Fixed an issue with certain reserve blocks being ignored on search availability (#1606)
 - Courselists for centers properly utilized for subject choices on appointment entry
 - Added REQUEST=CANCEL method for email attachment for cancelled appintments (#1594)
 - if appt changed and confirmation already sent, resend confirmation.

Changed
 - Center is required on Quick Visits
 - Adjusted the spacing around the Q2 Raise hand button on log listing
 - Added date checks to availability blocks when adjusting from and to dates
 - Q2 Conclude visit now adjusts to server time for q2 table visits
 - Addjusted iCal appointment attachments to be system timezone independant
 - Allow person to change online or in-person on group when only 1 person enrolled so far

Added
 - Consultant time check now uses a preference that controls how many weeks to display on time check
 - Allow faculty to view 'own visit' on student entry
 - Allow location and subject course to be searched on visit log listing
 - Added a new login to center area on Q2 Queue List
 - Added new preference for controlling how many consecutive appointments allowed
 - Added a grace period for cancelling a newly created appointment without penalty
 - Allow blank as a choices for faculty on section entry
 - Added menu for filtering referral types on dashboard referrals widget
 - Added Process Specialties button to Terms area of system preferences
 - Added new feature to Q2 Configs widget showing hands of students that need help that the current user may help

<hr> [1.2.12] 2022-11-8
Added
 - Added PGP encryption to FTP files uploaded for import

<hr> [1.2.11] 2022-10-27
Fixed
 - Preserve online url for group roster appointments
 - Fixed issue with Q2 hand raised modal not closing
 - Fixed log list refresh for Queue listing

Changed
 - Don't show custom fields to consultant on a KIOSK log in / out
 - Added a preference to hide the number of slots found message on searc availability
 - Prevent certain student fields from being searchable when user can only access brief view of student
 - Make sure a concluded visit has the time in field set
 - Visit entry requires Center, Reason, Subject and Consultant
 - Multiple cancellations and misses now have an adjustable tolerance value for auto-cancelling future appointmenmts
 - Followed up referrals nbow show as entries on timeline
 - Additional security to prevent user from viewing referral when they do not have access to that referral type
 - Allow a previously cancelled student to be added to a roster appointment
 - Show attached fiels on mail queue item

Added
 - Added a confirmation on rosters whena changing an appointment to missed or cancelled
 - Added barcode field to Q2 list search
 - Added a paperclip icon to timeline to indicated attached documents for appointment and vsiit records
 - Added a profile preference to control reminder alarm for iCal attachments

<hr> [1.2.10] 2022-10-17
Fixed
 - Fixed an issue with Group Roster subject not displaying correctly (#1491)
 - Prevent double click on log out of visit when survey is displayed (#1492)
 - Fixed iCal appointment uses profile time zone (#1493)
 - Fixed multiple issues with scheduler on iOS (#1473)
 - Fixed Override and Send option on SAGE referral (#1504)
 - Fixed an issue with work visits in time zones not matching campus time zone (#1507)

Changed
 - Added pagination to the student list for resource checkouts (#1511)

Added
 - Added Q2 Consultant Alias to list of KIOSK fields (#1499)
 - Added a blank subject option in edit visit entry (#1495)
 - Added sent notifications to student timeline (#1508)

<hr> [1.2.9] 2022-10-03
Added
 - Added new ReasonsAndLabels and RecommendaitionsAndLabels tags for SAGE Emails (#1444)
 - New prevent double booking procedure for 2 students clicking to book at the exact same time (#1439)
 - New functionality to allow availability blocks for a single staff to be for all centers
 - Added Consultant Alias to Kiosk Field choices
 - New profile preference for CANCEL - MISSED (#1456)
 - Added batch staff notifications and document uploads
 - Added Export to CSV for staff listing
 - Allow termination of work visits at night (#1462)
 - When cancelling multiple appointments in a row, cancellation 'auto cancel' email will go out to student and consultant including iCal (#1463)
 - Added a preference for batch imports to email campus IT on success (#1476)
 - Added a Terminate Visits Now button to profile entry preferences so profile admin can manually terminate all open visits.
 - Added a Q2 Configuration option for requiring a table when raising hand (#1484)
 - Batch scans that fail now show on scan results (#1483)

Fixed
 - Ability to move availability from one day to another (#1445)
 - Fixed Export to CSV for Assignment Grid (#1447)
 - Fixed an issue with time entry for time between 12:00 am and 12:59 am (#1449)
 - Fixed issue with batch referrals for faculty not working if too many (#1451)
 - Prevent double click on roster log visit (#1452)
 - Fixed require reason for Q2 Hand Raise (#1455)
 - Fixed an issue with search availability not ignoring custom delete statuses
 - Prevent double clicking on batch save referrals (#1461)
 - Nightly missed appointment process uses student missed preference (#1471)
 - Assignment grid sorting - force numeric fields to sort numerically (#1474)
 - Fixed an issue with workshop attendance where the student is not enrolled in the course we are linking the attendance to (#1479)
 - Fixed a display issue for faculty linked to a class that has a badly formatted time for the class schedule (#1482)
 - Fixed an issue with marking a workshop as attended sometimes temporarily showing other students in the workshop roster (#1479)

<hr> [1.2.8] 2022-09-28
Added
 - Added Online as a field option for searching visits (#1429)
 - Added new capability to FTP REMOVE import process, allow remove multiple files (#1433)
 - Added new Q2 Config preference to keep a Q2 Remote center visit logged in and remain on log listing

Fixed
 - Fixed an issue with signature fields negatively interacting with fields near by (#1426)
 - Fixed an issue with wait status change functionality not working with advising centers (#1425)
 - Fixed problem displaying the custom location on batch visits editing (#1428)
 - Fixed an issue with batch emails to Faculty and Staff not using the new check system (#1431)
 - Fixed an issue with Q2Remote table visits not being marked as online (#1432)

<hr> [1.2.7] 2022-09-19
Added
 - New search availability rules and badges
 - New Twig Text item on KIOSKs and Log Listings for customized text with tags
 - New search field on scheduler staff menu (#1397)
 - New Search Avail Query counter for students
 - Added Appt Search items to Student Timeline (extra detail appointment items)
 - Added new permission to groups for allowing view schedule but not edit anything (#1395)
 - Added a print button to student center visits widget (#1393)
 - Student tags side bar to email templates and batch student emails (#1379)
 - Added new system preference for sticky start and sticky duration (#1405)
 - Added color picker for availability badges (#1407)
 - Added to Q2 Feature for showing Q2 Table visits on log listing (#1329)
 - Added ability to choose a requested consultant for a q2 table visit (#1329 also)
 - Added consultant name requested in Q2 Queue. Icon flashes if consultant user is the same consultant as requested
 - Log out a visit now has a confirmation modal (#1413)
 - Wait status not reset when wait status not used when changing the consultant from one staff to another in log listing (#1414)
 - When logging out a visit, if no location present, it will use the consultant's location automatically (#1416)
 - Added a new tag for logging a student in and out of their appointment on the staff main menu (#1368 again)
 - Added Sort Code to Reason entry (#1419)
 - Added Q2 Config option for only choosing consultants that are logged in for visits (#1423)
 - Added additional capability for logging a student into an appointment from consultant main menu (#1368 again)
 - Added Reason Sort Code to Reason entry (#1419)
 - Added a confirmation for signing a student out on KIOSK view (#1413)

Changed
 - Changed title of student cancellation reasons (#1399)
 - Center status widget now filters out work visits (#1388)
 - Adjust phrasing of drop-in reminders 'This is not an appointment' (#1378)
 - When booking a recurring appointment, the system now checks the future subjects for any subject conflicts (#1404)
 - When booking an appointment and required fields fails verification, save button now re-enabled immediately (#1415)
 - An error message will now show when student attempts to raise their hand in a queue center for which they are not currently logged in to (#1376)
 - Changed edit availability button on appointment entry closes appointment (#1418)
 - Changed how choose consultant works in tutoring center - no reset wait time (#1414)
 - When a student attempts to remote sign-in for q2 but hasn't signed in to main center - show an error message (#1376)

Fixed
 - Fixed Work Visits log time, now based on profile's time zone (#1383)
 - Fixed show text email button for SAGE referral testing (#1398)
 - Fixed This Semester Visits not filtering properly for student center visits (#1392)
 - Filter out carriage returns in Starfish export (#1370)
 - Fixed Searching for Active Faculty Incorrectly Displays Inactive Status (#1389)
 - If an availability is longer than your max appt limit, booking an appointment for that time slot causes duration to not match time (#1387)
 - Fixed very poor network conditions and pressing 'Confirm' multiple times sometimes can allow students to book duplicate appointments (#1384)
 - Fixed Students Can Book Two Or More Group Appointments At The Same Time With Different Consultants (#1381)
 - Fixed scrolling issue on appointment entry after the center info dialog shown (#1380)
 - Fixed searching by faculty name on sections listing (#1382)
 - Fixed Students' Center Visits widget - "This Month" seems to show "This Semester" data (#1374)
 - Fixed Batch Visits using wildcard subject could create a visit for an inactive registration (#1408)
 - Fixed an error when saving a favorite Payroll report (#1411)
 - Fixed on issue with QR Code KIOSK logins (#1422)
 - Fixed default sticky drag minutes (#1424)
 - Fixed location on log-in being set for drop-ins (#1416)

<hr> [1.2.6] 2022-09-14
Added
 - Added New process for faculty activations based on registrations active
 - Added more messaging for unsupported file upload doc types, added multiple new document types allowed (#1354)
 - Send auto cancellation email for multiple misses or multiple cancellations (#1361)
 - Added preference to not show avail split warning, no new profile creation unless redrock user (#1363)
 - Added new preference for instructions on how to fill out an unable to find an appointment report
 - Added Power Search option to search faculty by inactive / active (#1372)
 - Added ability to log in and out the students from the group roster
 - Added default appointment view (day or week) for dashboard for either students or consultants

Changed
 - Imports opened up to system admins
 - Logging into to center and out of center allow tabbing to buttons (#1355)
 - Moving appt modifies the appointment schedModBy field now (#1364)

Fixed
 - Fixed Issue with Move to button when Online location is stored in Location field
 - Fixed Don't hide those that have hand raised and are filtered. (#1347)
 - Fixed Work indicator doesn't appear when no log in reasons (#1346)
 - Fixed Prevent double click on avail entry save (#1353)
 - Adjusted TinyMCE to not convert urls (#1351)
 - Update course lists for courses that are linked to availabilities during the process specialties process (#1349)
 - Fixed power searches with custom fields and faculty main menu course list search (#1358, #1359)
 - Drop-in 'enter online session here' link now contains the reason and section (#1360)
 - Do not let cancelled appointments on 1-on-1 slots determine the subject for that block
 - Duration not showing similar start end duration time on appointment (#1362)
 - It's not possible to remove an email attachment after uploading (#1356)
 - Fixed an issue with the student center visits query for this month (#1374)
 - Fixed Max appointment rules for 1-on-1s do not apply to appointments not linked to an availability (#1366)
 - Notifications Do Not Adjust to local browser time zone (#1365)
 - Fixed an issue with move an appointment over another appointment that is not linked to an availability (#1367)

<hr> [1.2.5] 2022-09-07
Added
 - Add Staff fields to custom view for visits (#1333)
 - Added indexed to Appointments RecurID, StartDT, Status (query speed improvement 10x)
 - New preference added for limited consultant choices for logged in to work in same center (#1340)
 - Additional explanation for cancel - missed (#1341)
 - Warn user when saving a visit without an entered date and time
 - Allow sys admins access to temp import directory

Changed
 - Allow barcode as login to the SI QR code
 - Allow QR SI Login using user name

Fixed
 - Latest trac, show small navbar menu at less than 1068 pixels
 - Search availability instructions for option 4 and 5 were not being displayed properly (#1336)
 - Survey apostrophe issue (#1337, #1338)
 - Send email attachments to roster fixed, moving an appointment change online location (#525 again, #1344)
 - Fixed a grammar issue (#1345)

<hr> [1.2.4] 2022-09-02
Added
 - Visit / Appointment export has option to include work visits
 - Added new ability to override SMS address for certain cell users
 - Info logging added to import process, also added new campus functions to override imported data if needed
 - Added a custom message for max appt rules failure

Changed
 - Changed default system requirements for local password number of characters for uppercase and lowercase character requirements
 - Changed interval time for Q2 remote checking for help link (adjusted interval to longer duration)
 - Improvement made to Visit query for finding related registration or section (speed improvement increase by 10 times)
 - Only SysAdmins can lock local accounts
 - Course lists with related course lists no longer editable
 - Removed cancelled and deleted appointments from center status summary
 - Cancelled appointments in a group recurring will be used to determine subject if not other appointment present to determine the group's subject
 - Update trac to use new table collation

Fixed
 - Fixed Q2 Logoff button (not always available)
 - Fixed issue on calendar where sometimes chosen consultant would be forgotten
 - If Hide ID chosen on user's group, don't show ID on student pickers
 - Fixed MaxHours computation in Max Appointment rules for group appointments
 - QR code expiration computation fixed
 - Fixed issue of overlapping work visits
 - Adjustment to appointment save to keep button deactivated until save concluded
 - Prevent spam click on log out of center
 - Minor fix for Students Visit Summary report

<hr> [1.2.3] 2022-08-25
Added
 - Added new special needs to preferences for linking special needs to student lists
 - Added Create Visit on Staff entry (#1294)
 - Added host and process id to database import statuses
 - Added HTML support in Search Availability Instructions (#1304)
 - Added a new system preference to allow students to choose a cancellation reason when cancelling an appointment
 - Added a new system preference for search availability widgets to hide the menu 'First Available or Choose Date and Center''

Changed
 - Updated TinyMCE to 4.9.11, jQuery to 3.6.0, Bootstrap 3.4.1, FontAwesom 5.15
 - Changed method for ViewSchedule centers for group preference controlling access to search avail widget
 - Saving a Quick Visit without a duration will now warn the user
 - Clicking on the wait status will now by default show the consultant's name as the first choice if the user is logged in as a consultant
 - Profile Entry -> Consultants will now show consultants linked to other profiles as italics

Fixed
 - Fixed spelling mistake in "Save And Split Into Separate Availabilities (not typically recommended)" (#1297)
 - Fixed issue when availability is an odd length compared to the increment value (#1300)

<hr> [1.2.2] 2022-08-19
Changed
 - Watch list hide email hide phone group prefs are now honored (#1288)
 - Don't show timeline tab on a new record when tab cookie says to show timeline tab (#1289)

<hr> [1.2.0] 2022-08-19
Changed
 - Removed a duplicated struct update

<hr> [1.1.8] 2022-08-16
Added
 - Added Account lock and unlock interface when using local accounts
 - Added preference to control wording of enter online appointment link (#1279)
 - Added lockout when bad passwords entered multiple times (#955)

Changed
 - Increased size of faculty salutation field
 - There are no upcoming classes / appointments wording changed by dropping the word classes (#1280)
 - Student/Consultant tabs auto disappear in appointment records if no custom fields are available (#1281)
 - Change label of profile prefs, 'CC Center' to 'CC Profile' (1287)

Fixed
 - Fixed log out page for SAML
 - Fixed location choices based on profile for staff entry (#1278)
 - Fixed line breaks in preview for consultant schedule reminder emails (#1230 again)
 - Fixed Save notification upon saving visit notes to coach (#1282)
 - Fixed an issues with new appointments overlapping a block, reject new appointment before saving (#1286)
 - Booking appointment that intersects with previous block should reject the appointment (#1286)

<hr> [1.1.7] 2022-08-15
Changed
 - Search availability widget only displayed if the group is associated with a profile associated with a center listed in viewCenterSchedules group pref
 - Appointment.DisplayTime now has a raw tag included automatically (#1276)

Fixed
 - Fixed issue with reason choice on KIOSK not updating list of consultants for that reason (#1273)
 - Fixed handling uploaded documents with periods in filename (not indicating the extension)
 - Fixed Course Lists showing sections listing when including staff course lists (#1258)

<hr> [1.1.6] 2022-08-04
Added
 - Added ability to control display of prompts on the Search Availability choose Date, Profile and Center modal
 - The ability to group by faculty name in Visits by ?? report (#1242)
 - Added navsearch by student ID to the attendance listing (#1251)
 - Added new group pref for staff viewing work visits (#1243)
 - Added option to show or hide work visits on dashboard utilization (if they have access to work visits) (#1244)
 - Added option to enter Work Visit notes on log out of work session (#1245)
 - Added In-Person label to search availability results when availability is In-Person (#1255)
 - Added option to choose a blank subject in batch visit entry modal (#1257)
 - Added new global preference that turns 1 on 1 availabilities into in person availabilities if the time period for allowing students to book has expired (#32)
 - Added new preference for Q2 Configs to lock the student email address for sending the table help instructions
 - Added a weekly and daily chart of visits to Center Usage widget
 - Added Trainers to consultant names (#1271)
 - Added Accum Hours to Student power search (#1265)
 - Added raw attribute to Appointment.DisplayTime tag (#1276)

Fixed
 - Speed up auto scroll animation in search preferences interface (#1249)
 - Fixed Student log out resource buttons not fully clickable (#569 again)
 - Fix title of Date/Time field in Workshop entry (#1246)
 - Dashboard charts preferences, save button stays visible after clicking (#1248)
 - Change label and display type of custom # choices for login choices (#1250)
 - Fixed opening an entry for a layout that had a previous tab that is no longer existent (#1261)
 - Fixed 'Find first immediately' when default date is other than today (#1259)
 - Fixed Student chart issues and added 'Age' as a grouping field for charts (#1260)
 - Fixed 'enter online session' button not working when local time zone different than server time (#1196)
 - Fixed nav search issue with % wildcard followed by digits (#1263)
 - Fixed problems with periods in filenames (#1271)
 - Fixed Student timeline all since option when student record created is after first visit for that student (#1268)
 - Fixed minor issue with Calendar URL for students not showing (#1264)
 - Fixed scrolling issue after choosing reason category in appointment entry (#1269)
 - Fixed issue with creating new student bringing up blank page (#1272)

<hr> [1.1.5] 2022-07-26
Added
 - Log when students search for availabilities, process after the fact if the appointment was ever booked (#1203)
 - Added a popover title showing the query used for Lists in preferences
 - Added new preference for preserving the original physical location on visits even when marked online
 - Added indicator to the schedule that shows breaks in availabilities (#1201)
 - Added Referral.CreatedDT tag to SAGE tags (#1233)
 - Ability to set the week start day for max appointment rules involving weeks (#1132)

Changed
 - Cleaned up the look of Lookup Values listing, added navQuery fields and power search fields. (#1220)
 - Added Log List refresh back to log listing using the profiles log list refresh settings (#1215)
 - Simplified the code for search avail widgets and added 2 more widget groups for a total of 5 options.
 - Removed ability to use & character in Table names and locations for Q2 Remote (#1227)
 - Showing consultant alias instead of name for consultant center visits (#1229)
 - Added preference to control title of 'All Groups' menu in search availability options (#1232)

Fixed
 - Save and split availabilities with complex fractions of time (#1216)
 - Fixed Previews of emails to show line breaks (#1230)
 - Fixed search availability title on search dialog (#1231)
 - Fixed various issues with Workshops entry (#1235)
 - Changing Appointment Display text to defaults was not showing the Save button (#1237)
 - Fixed name of a search availability widget disappears after you click search (#1238)
 - Fixed scrolling of day summary with large amount of data (#1178)
 - Fixed an Issue with deleting Custom KIOSKs in the Profile Entry (#943 reopened)
 - Removed duplicate power search terms from the nav search menu in Attendance Listing (#1241)
 - Prevent students from booking appointments where date time has already occurred (#1124)

<hr> [1.1.4] 2022-07-20
Added
 - Added ability for faculty to schedule appointments from dashboard when SAGE is active
 - Appointment duration twig tag added (#1195)
 - Added staff sequence searches (#1190)
 - Added Custom Staff and Student Edit BIO button label (#1189)
 - Added Save and split preference and renamed save and split button (#1202)
 - Preference for setting default date option for search availability (#1187)

Changed
 - Group prefs for save own visits now honored by batch QR code visit creation (#1188)
 - Change the verbiage of the single sign in log out for KIOSKs
 - Batch selection delete visits now honors group preference for deleting visits (#1183)
 - When Q2 config name is changed, all names in all Q2tableaccess that uses that Q2 config (#1193)
 - Hide the x on an appointment entry when not inside a modal dialog (#1177)
 - Batch Changing field values for receive text alerts fixed, Custom label for report unable to find appointment, search Visits by full name (#1204) (#1200)
 - Change wording of allow user to view student contact field on schedule (#1206)
 - Don't match fields if already have been assigned any (#1180)
 - Only show save button on profile when contact actually changed
 - Visit entry centers pulldown menu needs to view Centers group preference (#1212)
 - Log listing button labels are now clickable
 - Added local account password rules, allow for lockouts, resetting password honors rules, resetting password unlocks account

Fixed
 - Staff record custom fields were not saving (#1184)
 - Fixed duplicated nav query fields for term sequence in registration listing (#1181)
 - Clicking next day on dashboard schedule was moving a week forward (#1192)
 - When moving imported field from one column to another, need to store the old line as blank (#1175)
 - Logout button on Attendance listing fixed, cannot search resource students on schedule (#1290) (#1207)
 - Changing time zones on profile entry doesn't show save button, allow blank time zone (#1198) (#1197)
 - Fixed an issue with KIOSKs and log listings
 - Q2Remote link on student search availability link not working (#1218)

<hr> [1.1.3] 2022-07-07
Fixed
 - Fixed an issue with Custom Lists
 - Fixed assignment of UUID to staff records

<hr> [1.1.2] 2022-06-24
Changed
 - If the scheduler date is today, the today button is highlighted (#1157)

Fixed
 - Fixed job server issue
 - Fixed students seeing cancellation on dashboard but not seeing other attended appointments (#1154)
 - Fixed issue where optional in/person or online slots could not be hidden by location (#1114)
 - Fixed issue with Q2 Tables with colons, ampersands and backslashes not pre-selecting (#1159)
 - Fixed an issue on search availability not allowing all center choices to be available (#1160)

<hr> [1.1.1] 2022-06-24
Changed
 - Minor formatting change to batch visits section field area (added light gray line) (#1152)

Fixed
 - Fixed QR codes for Q2 Tables default table option now working (#1151)

<hr> [1.1.0] 2022-06-15
Added
 - Implemented some changes to job queue
 - Added ability use a KIOSK as a listing
 - Minor mods to resources listing (search by resource type etc.)
 - Utility entry for visits, show only active consultants in popup (#1141)
 - Allow KIOSK, log listing options menu to be searchable (#1138)
 - Added location filtering on scheduler

Changed
 - Center Stats are sorted by Center Name
 - KIOSKs menu sorted alphabetically (#1147)

Fixed
 - Fixed consultant alias on notifications (#11463)
 - Fixed issue to allow students to save an appointment for a time where it was previously canceled (#1145)
 - Fixed student BIO condition problem (#1146)
 - Fixed find by values using a custom field (#1149)

<hr> [1.1.18] 2022-06-08
Added
 - New option in referral type for hiding non-enrolled subjects when choosing a subject for the referral
 - Inactive sections on referral are marked as Inactive

Changed
 - Adjust the wording of the KIOSK Log out message
 - Allow log listings to have a specified number of persons listed (#1130)

Fixed
 - Fixed issue with Saved Searches for groups searches not appearing (#1119)
 - Fixed issue with re-sending emails (#1134)
 - Fixed issue for Faculty only for hide reasons and recommendations

<hr> [1.0.17] 2022-05-31
Added
 - Added An 'Auto Alias' feature (#1094)
 - Added NULL value searching to power searches (and 'blankornull') (#1095)
 - Added An 'Ignore Consultant Section Specialties' option for Reasons (#1106)
 - Added default search fields to the Surveys Listing (#1111)
 - Added button to force send Reminder Emails, Missed Appointment Emails, Consultant Summary Emails (##899)

Fixed
 - Fixed Custom Registration Fields not showing up in 'Registrations by ??' report (#1093)
 - Fixed Staff.OtherID doesn't sync with linked student account (#1096)
 - Fixed 'View Listing (No Edit)' still allowing edits on certain records (#1097)
 - Fixed Sage referrals Hide from Faculty options hide information from all user levels (#1099)
 - Fixed Log listing Outstanding Resources not showing on log listing (#1103)
 - Fixed 'Log Listing/Kiosk for Profile' doesn't display centers if those centers have been recently saved (#1104)
 - Fixed Using email templates does not include attachments for the template (#1115)

<hr> [1.0.16] 2022-05-26
Fixed
 - Fixed Max Appt Rule date ranges are used even if the box is unchecked (#1088)
 - Fixed not possible to edit certain favorite reports (#1089)
 - Fixed Typing a space in a new SAGE referral email subject causes it to immediately save (#1090)
 - Fixed Using the 'Override and Resend Referral Email' option in SAGE always sends every email, regardless of which option is chosen (#1091)
 - Fixed When submitting a roster referral from student listing, changing the roster course doesn't affect the student list (#1092)

<hr> [1.0.15] 2022-05-19
Fixed
 - Fixed After performing a search on a center-specific Log Listing, the next student login/logout displays all centers as available options (#1087)

<hr> [1.0.14] 2022-05-12
Added
 - Added work visits as an option to show on day summary and schedule (view own or all added as a group pref) (#1054)
 - Added photo rotation to student and staff records.
 - Added new functionality where a group online availability's online to in-person is determined by the first booked appt
 - Added Copy Sequences and Copy IDs to allow clicking to open IDs and Sequences in a new download window.
 - Added new menu command Search by Enrollment allowing users to search by enrolled or non-enrolled in the various terms
 - Added TimeOut to Payroll report (#1033)
 - Added new Group Table Access settings: Edit (No Listing) and View Entry (No Listing)

Changed
 - Consultants can't update their own course list without table access to course lists (#1057)
 - 'Document' tab still appears in Appointment Entry, even if students don't have the ability to upload documents (#1067)
 - Centers set to 'Hide on Log / KIOSK Listing Menu' are still displayed when logging into a Profile Kiosk/Log Listing (#1068)
 - Make Assignment Comments possible to edit from the Assignment Grid view (#1064)
 - A Term with the Term Code = '0' will automatically be updated with the earliest 'from' and latest 'to' date of all active terms whenever a term is modified.

Fixed
 - Time check for the semester totals (#1061)
 - If a consultant who isn't assigned to a Course Lists edits their Course List through Confirm Bio, a new list will be created every time (#1059)
 - Multi-group option - Same Section - Does not work. (#1062)
 - Consultant Time Check doesn't follow 'Week Starts on' setting in profile (#1066)
 - 'Q2Remote' doesn't appear as a Location choice if placed in 'Default Online Options' (#1065)

<hr> [1.0.13] 2022-05-04
Added
 - Added 'semester' option to student center visits widget (#1016)
 - Added 'Time From' and 'Time To' for announcements (#1021)
 - Added point total to student time check (#1017)
 - Search by User Name for quick visit entry (#1023)
 - Added 'Proceed to SSO' option when switching to dashboard from kiosk (#1015)
 - Added Visit Notes to Visits Listing 'Change Field Values' utility (#1034)
 - Added option to return to queue for Q2 Remote (#1030)
 - Added OtherID field to Staff BIO update from Student import (#1052)
 - Added ability to use username for student raising their hand in Q2 Remote (#1049)
 - Added ability to search student by terms and conditions accepted (#1047)
 - Added group preference that prevents mass emails from being sent from Student Listing (#1051)

Changed
 - KIOSK Log out does not show a login option for a center the student is already logged in to (#1018)
 - Removed an additional click when logging out a KIOSK (#962)
 - Ignore consultant specialties for this center (i.e. Writing Center) now doesn't filter subjects on appointment creation (#1028)
 - Double-clicking Profile Reason Checkbox assigns the same Reason to a center multiple times (#1035)
 - Search availability widget now constrains the subjects list according to the center specialties of the linked profiles (#1045)

Fixed
 - Move user to group had issues (#1022)
 - Creating a block for a single center was marking all center appointments as cancelled (#1024)
 - Fixed Import process not importing students with apostrophe character in their name (#1007)
 - Fixed interacting with an Upcoming Appointment prevents you from clicking on Availabilities until a refresh (#1026)
 - Fixed Missed appointment emails no longer sending automatically (#1029)
 - Fixed Locking a group availability does not prevent students from booking (#1032)
 - FIxed SAGE Custom Question order is not reflected when submitting the referral (#1027)
 - Fixed Q2 Remote Student still sees their hand as raised even after their visit has been concluded (#1031)
 - Fixed uploading attachments to email template (#1037)
 - Fixed issue with locking course lists to consultants (#1038)
 - Fixed issue with clicking on appointment record from student timeline (#1036)
 - Fixed issue with searching Profile Reasons when reason or category has a space (#1048)
 - Fixed various typos (#1046)
 - Fixed issues with search student before searching resources on resource log out (##1053, #1050)

<hr> [1.0.12] 2022-04-28
Added
 - Added delete button to resource type entry (#1002)
 - Added Re-Send button to email (#978)
 - Added ability to search by student user name for schedule an appointment (#1010)
 - Added ability to log search availability group to a student list (#1011)
 - Added option to hide consultant time check on dashboard (#1012)

Changed
 - Selecting to activate the local accounts setting will no longer deactivate the SSO setting (#998)
 - Profiles listing is sorted alphabetically by default (#1008)
 - Availability entry day toggles changed to system color (#1009)
 - When group assigned to all profiles, now allowed edit to groups assigned to specific profiles (#1013)

Fixed
 - Fixed a typo on time check (#1000)
 - Fixed work visits for consultants - no need to notify consultant that visit has started (#1003)
 - Fixed online session is available notification from being shown for non-online appointments (#1001)
 - Fixed a cosmetic issue with schedule options popover being selected when an appointment modal is shown (#1004)

<hr> [1.0.11] 2022-04-13
Added
 - Added preference for handling students in waitlist when termination process executes (#954)
 - Added an option to add Location to Log List and KIOSK (#981)
 - Added an option to View Student record from Staff Record entry (#982)
 - Added ability to use Custom Views for Staff listings (#979)
 - Added preference to hide certain centers from Log Listing and KIOSK listing menu (#983)
 - Added master lock to system preferences to lock consultant from editing course lists (#980)
 - Added a recalc grades process for batch import scripts (#988)
 - Added ability to lock course lists from staff editing as a global setting (#980)
 - Added an option to hide a center from the log listing center choices menu in attendance listing (#983)

Changed
 - Allow keyboard selection of New Document button on appointments (#957)
 - Student picker on Quick Visit entry is paginated (#876)
 - Person picker on Task entry is paginated (#963)
 - Removed extra click on log out of other center (#962)
 - Click the term activation toggle changes activation immediately (#972)
 - Prevent student from changing any field on task except completed and notes (#968)
 - Allow log in to scheduled appointment, only show appointments within next 45 minutes (#975)
 - Hide SMS options from profile email options if TextAlert module not active (#976)
 - Removed unused preference 'condition code and flag text' (#977)
 - Adjustments to profile notifications displays an indicator that save is needed (#994)
 - Adjusted search availability results to show both online and in-person location when optional online availability (#995)
 - Adjusted all modals for better accessibility (#987, #986)

Fixed
 - Fixed issue with Staff Task creation (#949)
 - Fixed issue with Custom Fields on Log out (#953, #966)
 - Fixed save document type issue (#960)
 - Minor fixes to Notification types clicking (#959)
 - Search availability on linked to Profiles issue (#967)
 - Fixed an issue on clicking remove for availability blocks (#964)
 - Fixed an issue for preventing consecutive student / consultant appointments back-to-back (#970)
 - Send missed email computes all previous missed including current missed now (#965)
 - For Terms and Conditions, when only initials field displayed, pressing enter had an issue (#973)
 - Fixed menu for show activated for staff reason specialties (#974)
 - Fixed SAGE referral's linked list (#989)
 - Fixed when changing staff contact to profile, save button now appears automatically (#991)
 - Fixed typo 'independent' in registration entry (#992)

<hr> [1.0.10] 2022-03-31
Added
 - Added preview for Staff BIO (#917)
 - Added system preference to change term of Group, 1 on 1, and Drop In on search availability
 - Surveys can now differentiate between online and in person visits (#833)
 - Searching staff listing can include group name in criteria (#930)
 - Details button to staff time check (#931)

Changed
 - Welcome messages use WYSIWYG interface (#921)
 - Added preference to profile to require consultant on batch visits (#919)
 - Changed referral follow up date on sage listing on dashboard (#924)
 - Increased ttl for import job time
 - Batch Visits previous attended list of students show full name with middle initial (#928)
 - Added Student ID back to search students on Quick Visits (#933)

Fixed
 - Fixed ability for phones to upload documents (#897)
 - Fixed potential issue with generated links and campus code (#895)
 - Fixed Hide Reasons and Recommendations from Faculty on Full View of Referrals (#935)

<hr> [1.0.9] 2022-03-21
Added
 - Added ability for staff to see students currently logged in to an SI Batch QR Code
 - Added ability to send a group email to all visited students for an SI Batch QR Code
 - Added ability to adjust Term Code sequence
 - Added computation of Student Last Date In for Attended appointments
 - Added Ad Hoc QR Code for In Person Drop-in to scheduler
 - Added new menu to Students Listing to allow copy sequences and ID to clipboard
 - Full caching adding to import procedures
 - Added activate registrations by term button to system prefs

Changed
 - Resource Types and Resources listing modified with new Resource Type editing capabilities.
 - Changed label for Staff Reason Quit / Terminated (#914)
 - Cancelled appt show as dimmed always on schedule (#910)
 - Merge records can identify up to 5 fields (used to be 4)
 - New Ad hoc appointments can now be set to online (#916)
 - Do not allow browser to resubmit appointment save from student (#903)
 - Allow custom locations on batch visits (#918)

Fixed
 - Fixed last date in field for students when batch visits created (#901)
 - Consultant can no longer have two work visits at same time

<hr> [1.0.8] 2022-03-08
Added
 - Added ability to remove multi slot times from the availability (#844)
 - Added Process Specialties for Course List items to batch operations options (#847)
 - Added system pref for calendar start time and duration (#856)
 - Added new Student Action menu to Register student in a course (#849)
 - SurveyTrac Instructions can now have HTML text (#848)
 - Added Confirmation email for Resource checkouts (#859)
 - Added Checkouts options to Student search modal (#860)
 - Added ability to limit who can check out a resource via a master block list and individual allow list for each resource type

Changed
 - Group roster now updates when an appointment in roster is updated (#852)
 - Mark all attended now only marks the appointments with No Status as Attended, skipping Cancels and Misses (#850)
 - Student searching for quick visits and batch visits now limits the student list results to 30 records at a time (#876)
 - Removed Required field for Section ID in batch visits (#875)
 - Removed some field choices for Student Listing -> Create Chart (#863)
 - Increased length of custom question's answer size (#868)
 - Time format of Batch Visit entry changed to am/pm (#864)

Fixed
 - Roster mark all attended can now be used repeatedly (#851)
 - Register In from Student listing worked but displayed an error (#855)
 - Student signin via QR code, Time Check data was too large for portrait orientation, time check reformatted to display properly (#854)
 - Printing a Time check from KIOSK would display extraneous information, that information has been removed (#853)
 - Fixed an issue with QR SI codes not working (#877)
 - Added additional security to student document downloads (#878)
 - Prevent student from clicking on center visit lines (#879)
 - Fixed report Registrations by ?? when student id added (#872)
 - Prevent same student from being added to group roster multiple times (#867)
 - Fixed issue with search availability instructions not being shown (#869)
 - Fixed 'Batch Visit > Batch Scan' - If an incorrect ID is entered, no visits are created for anyone in the list (#885)
 - Fixed Multi-Person Availability Locks apply to all availabilities in the series, not possible to unlock any but the first (#884)
 - Quick and Batch Visit duration not counting towards Registration Total Visit Time (#883)
 - 'Section' field no longer appears when creating Quick Visits, only appears after saving (#882)
 - 'The location for this appointment is here' text allows students to join an online session before booking the appointment (#881)
 - 'Send notes' button on visit entry not displaying consistently (#886)
 - 'Preview' button doesn't work for Resource Emails (#888)
 - SurveyTrac 'Link to Centers' list displays inactive subcenters as options (#892)

<hr> [1.0.7] 2022-03-03
Added
 - Added Visit notes field to be shown on new record entry (#806)
 - Added visit information to survey responses report (#790)
 - Added isTerminated to Visits By report (#812)
 - Added ability to open up Visit and Appointment records from Staff timeline (#822)
 - Added Center Info Preview button to center entry (#820)
 - Added Consultant payroll Time Check button to dashboard of consultants (#817)
 - Added additional options for Status charts (#404)
 - Added ability to send batch emails to Staff and Faculty (#232)
 - Added ability to enter Follow Up notes to Outstanding Appointment Requests (#832)
 - Added ability to add Consultant and Wait Status to KIOSK listing and prevent student from clicking to change (#842)
 - Added ability to lock a group availability's time slot from further booking by student via search availability (#811)

Changed
 - Allow set work type group disposition to '1+' (#801)
 - Increase character length of Location field (#821)
 - Document Types that are not usable for students are now hidden on new document entry (#836)

Fixed
 - Fixed issue where certain fields were being shown even if preference for those fields to be hidden was selected (#799, #800)
 - Fixed an issue with search availability not loading results when dynamic lists utilized data from SAGE referrals (#802)
 - Fixed an issue with Schedule and Appointment widget showing reasons from another profile grouping (#803)
 - Fixed group roster email attachments issue (#805)
 - Fixed wording of 'Drop-in Appointment' to 'Drop-in Availability' (#786)
 - Fixed various lists sort by column (#808)
 - Fixed additional wording of drop in availabilities (#810)
 - Fixed title of the Send Visit notes button for individual visits (#809)
 - Fixed watch list indicators issue for a malformed query (#813)
 - Fixed 'Last Month' for navSearch on Visit Listing (#819)
 - Fixed an invisible reserve block on schedule (#829)
 - Fixed deactivations for Student in List not automatically running (#831)
 - Fixed an issue where Sending an Email to a single student had problems (#834)

<hr> [1.0.6] 2022-02-18
Added
 - Added Other_ID and Other_ID2 fields added to Student SAML login options
 - Added per tutor MaxHours field
 - Added new tag called 'Auto Cancelled' (#795)
 - Added subject identifier in group rosters when same subject/instructor/section chosen (#426)
 - MaxHours field to staff record and a MaxHours tag to the max appointment rules functionality (#785)
-
Changed
 - Changed: enter online session button is hidden when clicked
 - Missed appointment email process only changes student status to Student Missed

Fixed
 - Fixed work button content from wrapping
 - Fixed location of appointment not overridden when opened
 - Fixed New Student visit summary report (#776)
 - Fixed Outstanding Appointment request report (#787)
 - Fixed Drop-in Availability wording
 - Fixed an issue regarding scheduling appointment problems with clicking on the availability time on the schedule (#789)
 - Fixed automated emails adding extra lines breaks (#791)
 - Prevent student from entering online session early (#794)
 - Fixed issue preventing certain user from being able to select a student from the search student prompt (#793)
 - Fixed an issue with appointments Visit Utilization report (#782)
 - Fixed an issue with display of upcoming appointments on dashboard (#797)
 - Fixed an issue with certain users unable to open group roster on scheduler (#798)

<hr> [1.0.5] 2022-02-09
Added
 - Added student ID to sort for Students by report (#752)
 - Added ability to attach an upload document to a Visit record (#739)
 - Added ability to create a Quick Visit from the Student Record (#740)
 - Added ability to specify the online versus in-person location of availability (#438)
 - Added ability to hide certain sections from Student course list options (#770)
 - Added ability to search registrations by sequence in assignment grid (#764)
 - Added Multi-part consultant group appointment reminder prefs
 - Added ability for SysAdmin to lock a CourseList
 - Added ability for Staff to opt out of SMS messages.
 - Added ability to resend survey to students (#783)

Changed
 - Change wording of 'Online Optional' to 'Online or In-Person' (#756)
 - Center status on dashboard no longer displays inactive centers (#753)
 - Staff reasons no longer display inactive reasons (#751)
 - Changed wording of Log in button to Log In / Out on KIOSK (#746)
 - Changed format of visit duration to xh Ym instead of 0:00 (#741)
 - Overridden ID format applied to all reports (#738)
 - Prevent utilization editing visit from opening more than 1 visit popup at a time (#772)
 - Changed look of processed checkbox on listing for outstanding requests (#769)
 - Hide Sign up for SMS Reminder button when school does not have Text Alerts module (#762)
 - Appointments from other centers now display for scheduler when showing all staff (#780)

Fixed
 - Overriding Student ID fixed (#738)
 - Fixed an issue with import header protection when schools send extra characters prior to first quote (#754)
 - Fixed find student button for ad hoc appointment creation (#755)
 - Fixed a whiteboard send image issue with some browser (#398)
 - Fixed issue with appointment duration when profile preference duration increments is 00:00 (#744)
 - Fixed issue with Previous Visits tab on Visit entry, honors consultant security settings (#748)
 - Fixed issue with SAGE triggers and certain emails (#749)
 - Fixed issue with double clicking the join session button creating multiple visits (#750)
 - Fixed issue with deactivated custom fields still showing in visit entry (#743)
 - Fixed issue with editing visit link not working on page 2 of the utilization (#745)
 - SI Comparison report - Percentages not adding up correctly (#747)
 - Fixed permissions issue with booking appointments by staff on group availability (#742)
 - Fixed export of grade assignments to CSV from registrations listing (#767)
 - Fixed selecting a section on Quick Visit when section title contains apostrophe (#771)
 - Fixed issue with certain visits not computed in total visits shown for registration (#765)
 - Fixed issues with recurring appointments being block when block is for all center or all staff (#766)
 - Fixed sort options for outstanding appointment requests (#768)
 - Fixed an issue with Terms and Conditions acceptance when Staff is seeing conditions for a student (#763)
 - Fixed navigation bar display for faulty entry (#775)
 - Selecting consultant on KIOSK login rechecks whether continue button should be enabled (#779)
 - Delay for KIOSK welcome message is reset when the KIOSK modal is closed (#781)
 - Fixed an issue in SI comparison report (#747)

<hr> [1.0.4] 2022-02-01

Added
 - Drag and drop student photo files now convert file names from old format to new.
 - Added preference to control display of numeric ID of student on student listing and entry and in search list
 - Added Students currently being seen to center status area of dashboard
 - Added new functionality during SAGE Email processing to assign referral to a consultant
 - Added availabilities for other centers will now appear on schedule for all persons in a center
 - Added last modified by and scheduled by to bottom of appointment display (#728)
 - Preference to allow future appointments to be auto cancelled is student cancels 2 consecutive appointments
 - Added ability to send visit notes from the Group appointment roster

Fixed
 - Fixed issue with confirm student bio not showing on dashboard for some students (#724)
 - Fixed issue with Quick Visits not showing in utilization tab if no Entered Date Time (#732)
 - Fixed issue with some reserved time blocks not appearing on schedule for all persons in a center (#731)
 - Fixed students unable to upload a document to an appointment (#719)
 - Fixed a display issue with attendance listing in student entry not display until a search is performed (#726)
 - Hide reasons and recommendations from faculty on a roster referral now works (#722)

Changed
 - Changed the display of lists assigned in student entry with searchable option (#706)
 - When SAGE recipient removed, automated emails will display the recipient with a line through (#721)
 - Notifications for outstanding appointment requests now can be shown to any group with privileges (#730)

<hr> [1.0.3] 2022-01-27

Added
 - Added Visit Notes to attendance listing in student entry.
 - Added Send Quiz option for Surveys
 - Added Lab Staff as another Consultant descriptor (#700)
 - Payroll summary export now contains work reasons
 - Added ability to mute notification bell sounds (#710)
 - Upcoming group appointments are shown as a single item on consultant dashboard
 - Added Staff.FirstLast name search to Visit search (#712)

Fixed
 - Change student status to missed in group roster will now send missed appointment email (#703)
 - Only show active sections on registrations entry (#709)

<hr> [1.0.2] 2022-01-24

Fixed
 - Fixed issue when custom missed status was not being used to calculate 2 consecutive missed appointments. (#696)
 - Fixed Reasons sort order on Search Availability reasons menu (#694)
 - Fixed issue with editing groups not showing profile menu for certain user groups
 - Fixed Registration activation for certain conditions when registration record not imported

Added
 - Special Needs added to reports for Appointments
 - Added ability to link a max appointment rule to student on (or not on) a particular list
 - Added display of time when hand was raised to the Q2 Queue (#689)
 - Dashboard for Consultants now has week and day view for appointments
 - Resources listing now uses barcode for searching in nav search field.
 - Added ability to specify section, with wildcard, when adding an item to a course list.
 - Added Semester Dates to Time Line choices for time period.

Changed
 - Change Field Value for Visits / Appointments: other fields adjusted automatically when duration adjusted (#693)
 - SysAdmins now see outstanding appointment requests as notifications items (#678)
 - Adjusted the time display on dashboard visits to show 1h 23m format.
 - Quick Visits Date Entered is no longer required

<hr> [1.0.1] 2022-01-21

Added
 - Consultant main menu shows appointment view options for Day, Week, and List
 - Updating Duration field will now auto update the End Time (for Visits Change field Value) (#693)
 - Show Accommodations in Reports (#423)
 - Outstanding Appointment Requests will notify SysAdmins (#678)
 - Max Appointment Rules now have the ability to link to Lists (#686)
 - Added start time for hand raised in Q2 list (#689)

Fixed
 - Schedule reserved blocks now shown properly on Center Schedule report (#685)
 - Work Visits do not require a student when saving on entry screen (#682)
 - Work Visits Reasons are now scrollable in the work visit menu.
 - Adjusted the entry screen to hide the save button for those without access via the table access preference.

<hr> [1.0.0] 2022-01-15

Changed
 - Code running on AWS

<hr> [0.11.9] 2022-01-13

Added
 - Create batch Work Visits from the Staff listing
 - New preference to Hide Drop In availabilities from Students
 - Upload URL as document record

<hr> [0.11.8] 2022-01-06

Added
 - KIOSK Name search allows for Middle Initial and displays middle initial in results
 - drop-ins allow student to receive an SMS reminder (#661)
 - Ability to add an import process to deactivate students not imported (#658)
 - Search avail widget title pref now used in search dialog title as well (#662)

Changed
 - Roster send emails to All send to all except cancelled appointments (#652)
 - Twig tag Appointment.isCancelled now ignores missed and added new tag isMissed (#657)

Fixed
 - Keep multi-check custom fields from wrapping between checkbox and label (#656)
 - Changing status of appointments to custom missed status was not sending missed email (#655)
 - Fixed issue with dynamic list using related data not showing page entry (#659)
 - Do not auto choose Student ID field for import field matching (#660)

<hr> [0.11.7] 2021-12-28

Added
 - Potential assignments is now a selectable menu
 - Recompute Specialties runs as a job behind the scenes (#646)
 - Appointment reasons now allows for grouped reasons (#643)
 - Added more preferences for title text for Schedule and Appointment widget (#650)

Fixed
 - Minor bug fixes (#649)
 - Availabilities for a staff is based on linkages to centers and the current user's privileges (#631)
 - Search availability choosing student no longer shows inactive students (#648)
 - Fixed issue for reason required to be chosen on schedule an appointment (#651)

<hr> [0.11.6] 2021-12-21

Added
 - Added Queue view to KIOSKs and Log Listings
 - Added minimum visit time in grade calculations
 - Added twig rendering to Confirm BIO text
 - Added center filtering to centers menu on the scheduler and sorted the centers

Fixed
 - Sections listing on Quick Visits
 - Fixed sorting Registrations on Student Entry
 - Sections on search availability

<hr> [0.11.5] 2021-12-19

Added
 - Added Terms and Conditions for Student Main Menu, KIOSK Login, and Booking Appointments. (#484)
 - Remove Course list from the listing for Deactivated Staff members. (#619)

Fixed
 - Fixed: Staff have access to create availabilities in centers they don't have access to. (#616)
 - Fixed: Student group uses the View Schedule group preference for determine the centers shown when searching availabilities. (#617)
 - Fixed: Availabilities created with choosing the DAYS (defaults to null), where being hidden when choosing Hide Unavailable on the scheduler. (#618)
 - Fixed: Batch Visits - Batch Scans and Selected do not record subject when using the wildcard (#620).

<hr> [0.11.4] 2021-12-09

Fixed
 - Fixed Attendance and KIOSK menus, only show Profiles for Centers the user has logging access to
 - Fixed adjust computed end time of appointment when Duration changed (#612)
 - Fixed SAGE Referrals Listing timeframe for Today and Yesterday (#613)

Added
 - Added Live time of Q2 visit updated and expected duration shows warning if over time (#526)
 - Added Profile Preference to prevent consecutive appointments with same student / consultant (#29)

<hr> [0.11.3] 2021-12-07

Added
 - KIOSK Menus will sub group by Profile if more than 5 profiles
 - Added more fields to be used as staff -> student linkages
 - Added special needs / skills to outstanding appointment requests
 - Added grouping by Profile for Schedule Center / Consultant menu for more than 5 profiles
 - Honor missed appointment status for Group Rosters

Fixed
 - Fixed Order profiles by Name
 - Fixed export students to CSV removed non-breaking space characters from email text
 - Fixed search in select after a listing searched

<hr> [0.11.1 2] 2021-12-02

Added
 - Added ability to drop a large number of student photos onto the student photo folder for batch upload
 - Added Subject Faculty display option to subject listing on student main menu for search availability
 - Added requirement for Student to be chosen for a Quick Visit to be saved
 - Added inactive surveys to the surveys list for access preferences
 - Added Assignments to the search Students form

Fixed
 - Fixed Whiteboard issue with blank or single pixel images
 - Boosted the speed of the search student form
 - Search students by Visits will only search active registrations

<hr> [0.11.0] 2021-12-02
Fixed
 - Fixed faculty email report

Added
 - Added more logging for send SMS for future debugging

<hr> [0.10.59] 2021-11-27
Fixed
 - Fixed dynamic dates for status charts (#571)
 - KIOSK Login, update consultant list when subject chosen
 - Fixed charts issue (#574)
 - Fixed issue with custom tab1
 - Fixed Sort Groups by Name
 - Fixed Batch Visits for selected students

Added
 - Assignment Grid now available in Sections Enrollment Entry and Registration Listing
 - Added Group Preference to hide student photos

<hr> [0.10.58] 2021-11-22
Fixed
 - Unable to delete list from Student Listing if the name contains an apostrophe (#559)
 - For a certain campus, Unable to create new Max Appointment Blocks (#560)
 - Fixed Sorting profile listing by email doesn't sort alphabetically (#561)
 - Fixed Saving a large phone number causes blank screen (#562)
 - Fixed select student names in quick visit if the student's name contains an apostrophe (Fixed #565)
 - Fixed Staff members are unable to update their Staff Bio (#566)

Added
 - Added ability to apply location to SI Batch visit and Quick Visit (#563)

<hr> [0.10.57] 2021-11-16
Fixed
 - Sort groups menu on staff entry alphabetically
 - Allow sysAdmins to access public and admin docs in System Preferences
 - Removed preference to staff confirmation BIO that was not needed
 - Cancelling appointments via a block will send cancellation emails if needed

Added
 - Student search form now allows the ability to search for the students via existence or non-existence of a linked record (Appointments, Visits, Registration, Document, Survey, SAGE Referral)

<hr> [0.10.56] 2021-11-12
Fixed
 - Fixed issue with custom views not saving all the fields for power search
 - Dropped Appointment OnlineURL custom tag
 - Fixed issue with opening profile reasons

Added
 - Added auto navigate to last KIOSK if dashboard is loaded with logging in

<hr> [0.10.55] 2021-11-09
Fixed
 - Update link class
 - If the center of a multi-person availability is changed, also change the center of the related appointments (#510)
 - Redirect kiosk accounts back to the kiosk view if dashboard is accessed without logging in (#507)
 - Profile Admins Cannot Save Profile PREFS Settings (#506)
 - Fixed unable to open groups from Profile Entry (#505)
 - Fixed wildcard search in visit location (#504)
 - Fixed Creating a new student from the log listing doesn't follow the "next ID value" preference (#503)
 - Fixed Custom Registration Listing Views - Student custom field data doesn't display (#498)
 - Fixed Appt Missed calculations when covered by a block (#518)
 - Covering an appointment with a block will now cancel the appointment (#519)
 - Fixed Appointments for subjects where subjects no longer active still show as choice (#522)
 - Fixed open term entry issue (#523)
 - Prevent arbitrary center ids from being entered with batch visit entry (#516)

Added
 - Add location drop down to Visit Record (#502)
 - Moving appointment from one consultant to another, change location (if using staff location) (#525)

<hr> [0.10.53-54] 2021-11-09
Fixed
 - Fixed Custom URL issues

<hr> [0.10.52] 2021-11-04
Added
 - Added confirmed datetime and notified datetime to notification entry
 - Added number of students selected during SI Batch student selection (#495)

Changed
 - Notification types that don't require confirmation now display on KIOSK login (#480)
 - Q2 Report menu is available to staff

Fixed
 - Group by referral related data (#442)
 - Roster emails sending to all (#485)
 - Work visit button display weirdness when resizing the screen on KIOSKs (#481)
 - Fixed issue with a blank watch list query causing save on student to show a blank screen (#482)
 - Utilization and Center Visits Widget on Dashboard - Sorting by Name or Center hides all visits (#483)
 - Fixed issue where staff privileged prevent editing students still were able to edit a column in custom view (#487)
 - Fixed with unable to search in nav search area with text that included an apostrophe (#488)
 - Fixed issue with appointment saving, when clicking save and a field is required, save button was not ren-enabled (#490)
 - Fixed issue with new student record showing timeline and registration records, now hidden until save (#492)
 - Fixed marking an appointment as Missed doesn't trigger the Missed Email to be sent (#493)
 - Fixed clicking the X icon to close the "this appointment is part of a series" window soft-locks the dashboard (#494)
 - If a recurring appointment lands on a day with an Availability Block, it still books the appointment, overlapping the blocked time (#489)
 - Added Save button to the Student Custom1 tab (#499)

<hr> [0.10.51] 2021-11-01
Added
 - Added ability to specify current term when creating max appt rules
 - Added ability to specify a course list linked to an availability
 - Added a new twig tag for "Last Modified By" in appointment records (#475)
 - Added RedrockOnly announcements to identify to Redrock staff regarding any special conditions that should be taken into account when adjusting system parameters (i.e., activating students is specially performed)

Changed
 - Custom views have a default search of all records now
 - Center utilization uses the dates of the active terms but ignores null dates in terms

Fixed
 - Fixes 'Last Modified By' in appointment records doesn't update when a student cancels an appointment (#474)
 - Fixed an issue caused by new max appointment rules: current term preventing appointment save
 - Fixed appointment documents being deleted not refreshing the document listing in appointment

<hr> [0.10.50] 2021-10-29
Added
 - Added listing editing capability to certain columns when designated (listings and custom views)

Fixed
 - When staff cancels appointment, message was stating student cancelled (#473)

<hr> [0.10.49] 2021-10-28
Added
 - Added sorting capability to faculty referrals list: sort by first or last (#467)

Fixed
 - Time check after choosing the student from the list didn't show the continue button (#469)
 - Clicking next on utilization listing doesn't hide the navsrch field (#468)
 - Changing availability location was not saving new location in appointments (#458 AGAIN)
 - navSearch previous query shows html for < and > (#471)

<hr> [0.10.48] 2021-10-27
Added
 - Added new profile preferences for Student Time Check

<hr> [0.10.47] 2021-10-26
Added
 - Added student ID, Other_ID and Other_ID2 to field picker for Custom Views (#465)
 - Added view student record button from Outstanding Appointment Request screen (#464)

Fixed
 - Fixed document type toggle buttons appearing over top nav bar (#459)
 - Fixed uploading attachment files to Email templates (#461)
 - Fixed backup link to enter online appointment now passes reason and section to log the visit

<hr> [0.10.46] 2021-10-25
Fixed
 - Fixed Outstanding appointment request reason not showing/saving on entry screen (#463)
 - Fixed batch emails for group roster emailing issue (#460)
 - Fixed availability location change not applying to group appointments when appointment is not online (#458)
 - Fixed issue with new document type button causing a click event for doc type toggle buttons (#457)
 - Fixed issue on appointment entry where editing a custom field value wasn't causing appointment save button to appear
 - Fixed minor positioning issue on whiteboard chat history when page is resized

<hr> [0.10.45] 2021-10-23
Added
 - Added support for the various date time formats on KIOSK and Log listings
 - Added sys pref to display Accum Hours on Student/Campus tab
 - Date time conversion for time zones on KIOSK and Log Listings
 - Added Profile Pref for time zone different from Campus time zone

Fixed
 - Dragging an appointment past the midnight hour fixed (#448)
 - Fixed whiteboard issue with draw sending multiple times on multiple send clicks (#451)
 - After sending, undo options cleared (#462)
 - Clicking the delete button on newly created watch/custom list fixed (#447)
 - Preview for "Warning message to display on early logout" shows a preview of Notice on KIOSK instead (#445)
 - Creating a new document type expands all existing document settings, and inverts whatever they were set to (#444)
 - After creating and deleting a Custom List, it becomes impossible to rename existing lists until a refresh (#443)
 - Changing locations in appointment entry doesn't prompt the save button to appear (#440)
 - Fixed Next staff and previous staff buttons, clicking too fast shows wrong staff (#449)

<hr> [0.10.44] 2021-10-21
Added
 - Added change log list (View Latest Changes menu added for SysAdmins)
 - Added change location on group availability affects appointments (#435)

Changed
 - When creating new document, auto expand the file browser area (#434)

Fixed
 - Typo in section search for availability block sections (#431)
 - Typo in outstanding appointment request title text (#432)
 - Email survey after visit via Join button (#428)
 - Fixed display of student appointment after booking an appointment (#433)

<hr> [0.10.43] 2021-10-20
Added
 - Improvements to navSrch previous search menu (for Students & Registrations)
 - Added color ribbons to search availability results (#427)
 - Announcements for students may be for dash or kiosk of both, also fixed an issue with login dialog disappearing prematurely (#425)

Fixed
 - Choosing consultant on logout was not working properly (issue #424)
 - Fixed custom views for very complicated table traversal (ie Registrations needs data from Courses and Students) also allow Generated fields to be chosen

<hr> [0.10.42] 2021-10-19
Fixed
 - Fixed registration views to show Student fields.
 - Found an issue with visits not logged out that aren't getting terminated (#417)
 - Moved KIOSK choices for all centers that profile and Log listings to last item in list (#416)

<hr> [0.10.41] 2021-10-18
Added
 - Subjects chosen for availabilities are shown in the slots (#260)
 - Appt Visit Utilization report, add csv output option

Changed
 - Availability recurring (optional & selected) interface changed to be more simplified (#335)
 - Less stern warning regarding date and time of appointment when not matching expected values (#414)

Fixed
 - Fixed issue when deleting a multi availability, remove from calendar display
 - Prevent double clicking on appointment save (#413, #412)
 - Fixed certain submenu choices for windows surface table (#401)

<hr> [0.10.39] 2021-10-15
Added
 - Export Registrations to csv (#410)
 - Added ability to re-search previous searches using menu on nav search (#372)
 - Added new feature / system preference: Dash chart choices are now customizable
 - Add option to show summary report for Appt Visit Utilization

Fixed
 - CC center on send email to students listing
 - Switch format of full name on user searches

<hr> [0.10.38] 2021-10-14
Added
 - Update SMS validator to support api key

<hr> [0.10.37] 2021-10-14
Added
 - Saved searches are editable by sysAdmins (#406)
 - Add icon to automated reports in favorites submenu

Fixed
 - Fixed privileges issue when switching to Staff that is Profile Admin from Faculty

<hr> [0.10.36] 2021-10-13
Fixed
 - Fixed typo in search availabilities

<hr> [0.10.35] 2021-10-08
Added
 - Added scheduler cookie prefs to the user preferences (#373)
 - Allow SI Batch codes to work for non-enrolled sections (#397)

Changed
 - Added options parameter to sendConfirmation, when online changed on availability from No to Yes or Yes to No, adjust all future appointments (#394)
 - Moving appointments, set avail id and force confirmation immediate. Recompute duration

Fixed
 - Fixed typo in search availabilities
 - Online location display option fixed (#396)
 - CC Center on Roster batch emails fixed (#380)
 - Moving appointment from one consultant to another fixed email issue (#393)
 - Fixed a bug with courselist sql when blank data in search criteria
 - Your online session is available needs to be removed if appointment is canceled or deleted (#395)
 - Prevent double clicks to enter online appointment (#392)

<hr> [0.10.34] 2021-10-07
Added
 - Trap double clicks on links on scheduler

Changed
 - Outstanding appointment requests are now accessed via Table Access preference (#389)

Fixed
 - Roster buttons became unresponsive after clicking (#384)
 - Fixed formatting of move and edit availability buttons in appt entry (#385)
 - Choose a different date on move appt (or search availabilities)... format to look like a button, fixed bug with not choosing last date chosen (#388, #387)
 - Fixed datetime format on mailqueue display (#386)

<hr> [0.10.33] 2021-10-06
Added
 - New integration functionality for merging multiple campus licenses into one
 - Faculty email report allowed for Admin (#377)

Fixed
 - Fixed Views became broken from previous adjustment (#383)
 - Fixed drawing availabilities with DAYS = null
 - Scanning SI batch codes other than Student Sequence is fixed (#383)
 - Fixed OFF/ON CAMPUS/ZONE calculation (#379)
 - Fix missing csv header (#371)

<hr> [0.10.32] 2021-10-01
Added
 - Minor documentation, latest trac

Changed
 - Group pref override scheduling prefs allows search Avail find any availability during move process (#370)

<hr> [0.10.31] 2021-09-30
Fixed
 - Process SI and Batch fixed online checkbox option (#369)
 - Fixed the CourseList course item issue when expanding an item, search didn't account for text values (#367)

Added
 - Update PinStatus during imports, remove old pins automatically, allow user to remove a status pin if they dont need to see it any longer (Gears turn during long processes)
 - Added a KIOSK option for All Profiles (#365)
 - Added a few more power search phrases for the visits listing (#366)
 - Nightly terminate removes any non-started visits

<hr> [0.10.30] 2021-09-29
Fixed
 - Fixed a typo in student nav search choices: Birthdate
 - Batch visits create for non-online batches properly (#361)
 - Prevent appointments with duration <= 0 from being booked
 - Addition appointment security checks added to prevent user from hacking the appointment values

Changed
 - Auto cancel future appointments when 2 consecutive missed in a recurring series
 - Add survey instructions to the survey link email

Added
 - Add watch list indicators to referral list to faculty (#352)
 - Profile admins can create student records in the student listing screen
 - Referrals Assigned, student name is now clickable to view student entry (#363)

<hr> [0.10.29] 2021-09-28
Fixed
 - Latest trac for menu slider fix (#354)
 - Don't allow students to override a conflict with a blocked time (#355)
 - Fixed appointment layout issues when viewing from a phone (#349)

Changed
 - Referrals listing on dashboard, add student name and added ability to filter

Added
 - Added search active only to registrations listing (#356)

<hr> [0.10.28] 2021-09-24
Fixed
 - Fixed appointment layout issues when viewing from a phone (#349)
 - Fixed issue with choosing a section for an availability (#348)
 - Moved get student bio to a helper proc. Fixed issue when showing students before opening batch visits (#350)
 - Another fix (#329) - applied to group appointments
 - Fix for issues (#322, #339) - appt scheduled by and modified by

<hr> [0.10.27] 2021-09-23
Fixed
 - Click continue multiple times creates multiple logins, hide button to prevent (#347)
 - Date format for search availability problem (#342)
 - Fixed an issue with Static lists being non-editable (#338)
 - Converting seconds to HH:MM format, rounding fix

Added
 - Add a message to top of appointment when appointment is saved (#)
 - Add logging to survey and report email attempts
 - Allow required fields that are toggle fields to be highlighted when not chosen (during validation process) (#344)
 - Added ability to test an IP address to understand if IP is in block range or not.
 - Add SchedModBy field to Appointments table
 - Error logging on appointment email send
 - Faculty email report - add reply-to email address

Changed
 - Email: Only allow From override if not using mail.cordernet.com or office365
 - Adjusted wording of Reason Not Required override (#341)
 - Differentiate between visit location and appt location for student visit/appt report (#336)

<hr> [0.10.26] 2021-09-21
Added
 - Add a RegStatus field to Registrations allowing a different field to be used for deactivating a registration record (#334)
 - Additional Logging on calc_Missed
 - add ability to process additional merges, cleanup, after a merge operation has been performed using an optional function 'app_processAfterMerge'

<hr> [0.10.25] 2021-09-20
Fixed
 - Fixed a bad SQL statement having to do with blocked availabilities

<hr> [0.10.24] 2021-09-20
Added
 - Added ability to collapse the filter text on KIOSKs (#328)
 - Add document uploaded Notifications that appear under alarm bell (#180)

Changed
 - Preference for work button now control consultants logged in button
 - Obscured placeholder will now use a label is text to be displayed

Fixed
 - Fixed a bad SQL statement
 - All uses of count check for countable
 - Cancelling an appointment might mark status as undefined (#326)
 - Fix for automated reports - even if bad email address, update favorite as processed
 - Fix import batch item process to not automatically have a batch file name, so the user has to enter it.

<hr> [0.10.23] 2021-09-20
Changed
 - Adjusted cleanup report - use record class so changes are auto logged

<hr> [0.10.22] 2021-09-18
Added
 - Added ability to pull linked student data into staff record when viewing/updating (#146)
 - Allow max appointment rules for blank status (#317)
 - Added Bi-Weekly to repeating appointment

Changed
 - Group multi slot booking should not use time intervals (#323)
 - Don't notify Staff when their own work visit appears (#321)
 - Show FTP versus School Imports Test file name
 - Query student subjects is faster now on search availability

Fixed
 - New Custom fields had an issue with saving before extra clicks (#250)
 - Latest trac and fixed dashboard links on entry forms
 - Cancel - missed status wasn't being applied properly (#324)
 - Fixed Show These students from the Visits listing after having found visits for this week (#320)
 - Prevent student double booking re-fixed (#318)
 - Set appointment status as attended when online session entered (#319)

<hr> [0.10.21] 2021-09-17
<hr> [0.10.20] 2021-09-17
Added
 - Batch assign UUID for faculty if not already assigned.
 - Added php Uuid::uuid4() assignment to import process for any record that has a UUID field
 - Students can use the multi-slot booking now

<hr> [0.10.19] 2021-09-16
Added
 - Added ability to remove calendar iCal attachments (#279)
 - TotalTime in Visits Export (#307)
 - Log out consultants button added to list of consultants logged in (#306)
 - Latest trac
 - Ability to override max merge records found limit
 - Conclude work visits from visit listing (#303)
 - Reports are now run as job on the job server
 - Added ability to Log visit to only staff who are logged in to work (302)
 - Added Section CRN to various reports (#298)
 - New profile pref to require reason and section on save appt only
 - When logging in at KIOSK for an appointment, the Subject and Reason and Time are displayed
 - Allow section to be specified in a Custom KIOSK (#280)

Changed
 - Allow uses to remove a list even if linked to student records
 - Show only staff in a center if there is a linkage for that staff in that center
 - Custom KIOSK assigning a Reason, removed any duplicate choices
 - Hide work visits from KIOSK (#308)
 - Writing centers don't use specialties for subject list for consultant (#304)
 - Roster status updates are now done using record object for logging purposes
 - Changing online for an appointment in a series now applies the value to all in the series (#254)
 - Last import status with mismatched columns or column data has better error display
 - Only output headers right before json output (for the API)

Fixed
 - Fixed issue with blocks not completely obscuring availabilities
 - Multi-slot booking fixed when hour start increments is 0 (#310, 309)
 - Don't show inactive registrations on search availabilities subject choices (#313)
 - Wait time reports: if WaitTime is null, use 0 (#305)
 - Fix resource images load/uploadto
 - Fixed bug with login to appointment text showing subject reason and time.
 - RecurID of undefined is not a real recurID
 - Max Appt Rules for Subject needs to query for same CourseID

<hr> [0.10.18] 2021-09-14
Added
 - Added #id of conflicting subject section appointment for debugging purposes
 - Added go to dashboard icon to some of the entry screens

Changed
 - Use NIL UUID for default User, check for null user before loading groups
 - Group appointments with slot prefs (same subject, same faculty, same section), now do a check before saving a new appointment (#246)
 - Split automated_reports into two scripts - reports and exports

Fixed
 - Adjust z-index of nav so magnifying glass isn't on top of menu above (#248)
 - Fixed typo, report calculation (#296, #301, #300)
 - Students can't override adding more to a multi-person slot (#296)
 - Don't show work visits (or visits with null for student id in Log List or kiosk)
 - Removed duplicated appointments based on related table search
 - Fix, in case a later-deleted customData field is in use in a saved favorite report
 - SchedCheck bug fixed
 - Move To dialog now appears over existing appointment dialog
 - Get proper campus code for sso logins

<hr> [0.10.17] 2021-09-13
Added
 - Referrals widget default open/close via cookie
 - Added CRN to Student's Registrations List
 - Added CRN field to various reports (#287)

Changed
 - Removed 'Email' from User Login prompt
 - Removed PHP Mailer
 - Automated reports use new CRON and jobs system

Fixed
 - Appt SectionID and ReasonID properly copied to group roster visit when attended
 - View these Students from Registrations listing (#293)
 - Roster attended was duplicating visits, fixed
 - Also attended now sets the enteredDT to same as TimeIn for roster visits
 - Latest trac with str_toHours fixed
 - Fix link in email for emailed reports
 - Work visits menu needed a unique id to differentiate from nav menu work visit menu
 - Fixed issue with faculty courses not showing students enrolled

<hr> [0.10.16] 2021-09-10
Added
 - Added Section CRN to main Registration listing

Changed
 - Make sure appointment's section and reason override availability
 - Availabilities dropsearch for sections show only active sections, minor cleanup of count of selected records

Fixed
 - Mark a group appointment item as attended applies sectionID to the visit record (#283)
 - Fixed issue where TimeOut wasn't being computed on an SI Login. Fixed issue when number of students in current selection filled up memory (#281)

<hr> [0.10.15] 2021-09-10
Added
 - Added Redrock Pref, to set how many days of data for reports to run as a job

Changed
 - Use new Redrock IP detection
 - Update import status when file not found or FTP Path is nonexistent
 - Update automated_reports.php - added logging, and better null checking

Fixed
 - Hide availabilities fixed when availability was for DAYS not shown

<hr> [0.10.14] 2021-09-10
Added
 - Added display for import file location (test or FTP)
 - Added ability to use caching for certain record types during the import process to increase speed of imports by 300%
 - Add limitation message for Office 365 email (#38)

Changed
 - Import now allows for Student record caching, adjusted to track memory usage
 - Import status while importing, show latest record count
 - Importing: switched the default cache setting from no to yes

<hr> [0.10.13] 2021-09-09
Added
 - Added more clarification notices/descriptions to all system preferences
 - Added handling of SSO de-auths
 - Add SAML/CAS settings for de-auth

<hr> [0.10.11] 2021-09-09
Added
 - New system pref to control format of subject when searching availabilities (#215)
 - Hover over log listing images makes them enlarge
 - New appointment group pref added (#262)
 - Photo image sizes can be controlled on the log listing (#268)

Changed
 - Student Touchless signin in using phone: auto select first subject to help fix iOS issue (#276)
 - Faculty view: related courses now default to active only (#275)
 - After a staff record merge operation we remove any duplicate entries in the CenterStaff table (#270)
 - Adjustment to the interface for the merge records functionality

Fixed
 - Sections: find duplicate records fixed
 - Consultant Schedule Summary Emails is now working (#263)
 - Fixed import status issue
 - Don't try to delete a non existent document (#274)
 - Subject courses on search availability sorted properly (#249)
 - Resolve issues with cookie settings not being honored (#259)
 - Fixed custom KIOSK reasons and consultants (#253)
 - Don't send terminate message to student if preference is not checked (#241)
 - Blank announcement bodies fixed (#261)
 - Cleanup appointment code, save user who modified it and date and time modified
 - Dont allow adhoc creation of avail when no center / staff chosen on pulldowns
 - Hide availabilities when not linked to staff on search availability

<hr> [0.10.10] 2021-09-08
Changed
 - Get default time zone of America/Phoenix when Prefs doesn't exist yet
 - Update manual cron runner with modern code, specifically changeCampus
 - Add cleanup script for emails with massive attachment lists
 - Check if email can be tried before trying
 - Smaller email batch sizes when sending plain emails
 - Email updates: a bit more reply-to implementation
 - Adjust SAGE referral emails recipients display

Fixed
 - Fix issue with email attachments growing to absurd levels
 - Fix twig rendering error logging

<hr> [0.10.9] 2021-09-08
Added
 - New not Online pref to display when Online checkbox is NOT checked
 - Additional options for SAGE date filter
 - Dashboard widget: SAGE Referrals uses filters and also use cookies for default open/close display
 - More LDAP validation preferences for functionality

Changed
 - Adjust handling of sender reply tos

Fixed
 - SAGE automated emails listing formatting issue

<hr> [0.10.8] 2021-09-03
Added
 - Provide user feedback after duplicating a survey

Changed
 - Set UUID for all students without a UUID during process activations script
 - Hide term sequence: its confusing

<hr> [0.10.7] 2021-09-02
Added
 - Staff listing on profiles now has a search active only option
 - Option for new time format that is not military time (for log listings)
 - Send Survey to students in current student listing

Changed
 - Import jobs allowed to take longer amount of time to finish (for now)
 - Consultant save own record will only load self as choice on new recs

Fixed
 - Fixed Wildcard subjects now appear in Center Schedule report (#239)

<hr> [0.10.6] 2021-09-01
Added
 - For reports being emailed (by auto-favorites, job, manual, etc.) implement reply-to for schools using our mail server
 - Next and Previous scheduler buttons can use enter key to activate
 - For TracCloud schools using our Redrock mail server, for emailed reports, set reply-to

Changed
 - Consultants default to their own schedule for their default center when they click the Scheduler link
 - Show only active reasons to choose from for visits cleanup report

Fixed
 - QR kiosk code not allowing students to login (#238)
 - Prevent multiple appointments for a single student in same multi-person group (#235)
 - Prevent double click on update specialties (#236)
 - Referral custom questions need to be handled differently when applying annotated referral values to selected referrals (fixed issue where all custom questions were being updated)
 - Fixes privileges: SysAdmin group overrides Admin, Staff or Consultant privs
 - Visits by FTE report fix
 - Access own schedule should only show own consultant info (#216)

<hr> [0.10.5] 2021-08-31
Added
 - Record when visit notes sent, show an indicator (#226)

Changed
 - Appointment location on calendar is obfuscated (#230)
 - Center staff list uses own setsuffix to utilize own search filters (#224)
 - When barcode lookup occurs and only 1 student found, auto select

Fixed
 - Fixed a display issue with Cancelled or Missed appointments (#229)
 - When document not yet saved, but new doc ready to be uploaded: fixed issue with it showing are you sure you want to upload with no doc (#225)

<hr> [0.10.4] 2021-08-30
Added
 - Added expired time to display of sessions that no longer are available
 - Added 2 new names for consultants (Educators & Academic Coaches) (#218)

Changed
 - Show current time bar on schedule as blue and server time when server time does not match local time on scheduler
 - Block non-redrock sysAdmins from editing import batches
 - Added more functionality to merge faculty. Fixed issues (#210, #212, #213, #151)
 - Visit / Appt Export refinements

Fixed
 - Set the initial check value for items with isNewOnly checked for assignment field list

<hr> [0.10.2] 2021-08-27
Added
 - Log json apptcenters when no records found
 - Added error message to apptcenters when returns blank json

Changed
 - HTTP_X_FORWARDED_FOR as the user's IP address
 - Visits report FTE improvement
 - Change logging to info level and do it every time apptcenters json is called

Fixed
 - Fix issue with appointment centers json call failing

<hr> [0.10.1] 2021-08-26
Added
 - Added new removeDuplicateFaculty job and associated menus

Changed
 - LDAP Tweaks, fallback to local accounts when ldap fails
 - Simplified notification code for URL link copy
 - Prevent entry in online dropin session before it's time

Fixed
 - Fix some issues with LDAP settings not making sense
 - Online URLs from the search availability maybe copied to the clipboard now
 - Fixed online copy URL for older params

<hr> [0.10.0] 2021-08-26
Added
 - Added Appointment.OnlineLink tag to retrieve a URL that can be emailed for an online session appointment

Changed
 - Return to original url when doing SSO redirect logins
 - Cleaned up and standardized online session link to go through a single form that rejects or redirects based on whether or not the session is available

Fixed
 - Fix retrieval of staffPhotos directory
 - Fix issue with retrieving empty url overrides
 - Use proper job return types

TracCloud: SAGE

2026-05-07T21:16:31Z

Redrock:

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</div>
<div class="pageTitle">SAGE Early Alerts</div>

The SAGE Early Alert module is TracCloud’s early-alert referral system. It allows faculty and support center staff to submit referrals or progress reports for students who may be struggling academically or have other concerns. Through an online form, a professor can flag a student and indicate the issue (e.g., poor attendance, low grades, personal concern) and SAGE will route that information to the appropriate support staff. Based on how the referral is configured, TracCloud can automatically notify relevant parties – for example, send an email to the student’s academic advisor or to a tutoring center coordinator to reach out proactively. SAGE basically creates a case for the student: support staff can record follow-ups, note whether the student was contacted, and close the loop. This helps colleges be proactive in connecting at-risk students with resources. This early-warning systems ensures no student “falls through the cracks” when faculty raise a concern.

You can think of SAGE like a three-step process.
:'''1. Creation, a referral is submitted, emails are sent out.'''
:These emails could be sent to advisors, professors, or the student themselves, notifying us of something the student may be struggling with.

:'''2. Follow-up, more information is given, new emails are sent out.'''
:The follow-up email lets relevant users know how this referral is going, what has been done, and what we are doing to help this student.

:'''3. Resolution, a final email is sent out to wrap everything up.'''
:Once the referral has been processed, we can fill out some additional information letting the relevant users know what we did to help this student.

<hr>
==Creating and Completing Referrals==

There are multiple ways to create referrals for students, depending on which method best fits your campus workflow. Referrals can be created by faculty via the class roster, or by advisors or other staff from student profiles.

<hr>

<div class='collapsible'>Faculty View: Roster Annotations</div><div class="mw-collapsible mw-collapsed">
 
Faculty Members are typically the primary user-type submitting referrals, and as such, they have a streamlined view of the referral submission process. On the faculty dashboard, you'll find their class rosters along with the referrals that have been designated as Roster Annotations (which will be covered later in this article). This allows faculty to immediately access important referrals for each of their rosters.

[[File:2782382.png|900px]] 

As a faculty member, let's say we wanted to submit a referral for one of our classes. We can simply click on the referral we want to submit for any given roster, then we'll be given access to a batch referral tool.

[[File:8435382.png|900px]] 

From this menu, we can click on individual students and fill out unique referrals for each without leaving this screen. Once we've filled out referrals for the specific students, we click save and we're all set. The referral process has begun for each of these students that we filled out a referral for and emails will be sent.

[[File:2335678.png|900px]] 

If the referral is configured as a roster annotation for [X] days (covered later in this article), we can even open this batch referral tool later (but within the day limit) and continue where we left off by updating existing referrals. The green check-marks indicate a referral that has already been opened. Clicking it again lets us pick up right where we left off.

[[File:1308519.png|900px]] 

We also have the ability to apply the same Reason/Recommendation to multiple students at once. Select Affect All Selected and Shown and check the checkboxes for each student we want to assign this reason/recommendation to. Now when we make a recommendation or apply a reason to one student, it will also affect all other checked students. We will see that all other students now have a ... icon, which indicates that a referral is in progress.

[[File:7205192.png|900px]] 

As a faculty member, we can also book an appointment for the student from this screen as well (assuming our permission group allows it). This can be accomplished by clicking on the calendar icon on the right-hand side for the relevant student.

[[File:6205497.png|900px]] 

Lastly, faculty can submit a "Nothing to Report" referral from this screen. This will immediately create a generic referral for the current date labeled as "[Nothing to Report]."
</div>
<hr>

<div class='collapsible'>Student Profiles: Individual Referrals</div><div class="mw-collapsible mw-collapsed">
 

Referrals can be submitted individually from student profiles as well. As non-faculty staff don't have access to the class roster view, this will be their primary utility for submitting referrals, but faculty can of course use this method too. New referrals can be created through the Actions button, past referrals can be viewed on the student timeline.

[[File:3092325.png|900px]] 

After selecting the referral type that we want to submit, we're taken to the full referral submission screen. We'll cover more on configuring this side of SAGE later in this article.

[[File:8037497.png|900px]]
</div>
<hr>

<div class='collapsible'>Student Listing: Batch Referrals</div><div class="mw-collapsible mw-collapsed">
 

It's also possible to submit referrals from the student listing in bulk. This allows us to search for students enrolled in a specific course, [[TracCloudGuideGlobalLists|load a list]], or just search for a couple students manually and create referrals as a batch. This screen will operate in the same way as the faculty roster referral tool. Students are selected with the checkboxes on the right-side.

[[File:4781587.png|900px]] 

[[File:2946252.png|900px]]
</div>
<hr>

<div class='collapsible'>Processing/Completing Referrals</div><div class="mw-collapsible mw-collapsed">
 
After a referral is marked as processed, we will see the following screen summarizing basic information about this referral, and providing a location to write additional notes about how this situation was resolved. Once saved, the final "Processed" email will be sent out, as configured in your Automated Emails. A referral can be re-opened by unchecking the "Processed" box.

[[File:8734417.png|900px]]
</div>
<hr>

<div class='collapsible'>Referrals Listing</div><div class="mw-collapsible mw-collapsed">
 
If a permission group allows it, it's also possible to utilize the Referrals Listing to quickly access all referrals in your TracCloud instance. This can be accessed by going to Other > Listings > Referrals.

[[File:8390835.png|900px]]

<hr>
{{#lst:Template:TracCloudListingDescriptions|Hamburger_Menu}}

{{#lst:Template:TracCloudListingDescriptions|List_All}}

{{#lst:Template:TracCloudListingDescriptions|Power_Search}}

{{#lst:Template:TracCloudListingDescriptions|Selected}}

{{#lst:Template:TracCloudListingDescriptions|Change_Field_Values}}

{{#lst:Template:TracCloudListingDescriptions|Show_these}}

{{#lst:Template:TracCloudListingDescriptions|Print}}

</div>

<hr>
==SAGE Configuration==

The following chapters of this wiki article will cover how you can create your SAGE referral types, including the reasons, recommendations, emails, custom questions, and more.
<hr>

<div class='collapsible'>Creating SAGE Referral Types</div><div class="mw-collapsible mw-collapsed">
 

To create new SAGE Referral Types, modify existing, or simply review your current configuration, go to Other > Modules > SAGE Referral Types. This will bring you to the Referral Type Listing. To create a new Referral Type, you would click the hamburger icon ({{#fas:bars}}), then select New Referral Type.

[[File:4222337.png|900px]] 

After opening a referral or creating a new one, you will be able to access the following options.

[[File:1919543.png|900px]] 

* Name is the name of this referral type.

* Profiles is the linked profile for this referral type, primarily used to determine linked advisor in reports. 

* Active will toggle this referral on or off, allowing you to deactivate it when unneeded, and reactivate it when necessary.

* Test Mode will send all emails to the Test Email Address rather than the actual recipient. This should be enabled when testing emails to prevent your end users from receiving referral notices for test referrals.

* Condense Roster Referral View will display Reasons and Recommendations in a more tightly packed view for faculty. This may be preferred if many referrals are being created at once. Does not affect visible data fields.

* Roster Annotation designates this referral type as a Roster Annotation, meaning it appears as an option for class rosters from the faculty dashboard perspective.

::* Days is the time-frame provided to the faculty member where they can edit an existing roster referral. After this window has passed, the faculty member will create a new referral rather than editing an existing one.

* Linked List allows you to assign this referral type to a specific student list. Faculty and other users will only be able to create this referral for students on that list. [https://wiki.go-redrock.com/index.php/TracCloudGuideGlobalLists More information on student lists].

* Referral to Testing Center is a bigger topic, which can be found further into this wiki article.

* Roster Annotation Settings For Faculty Viewing
::Link to Section or Course allows you to link this referral type to a specific subject. The referral will then only appear in contexts of that subject/course/section from the roster referral perspective.
::Roster Instructions allows you to add a custom message to the roster referral menu for faculty and staff.
::Hide: Affect All Selected and Shown will remove the ability to apply referral reasons, recommendations, etc to more than 1 student at a time from the roster referral menu.

* Notes Instructions is a message that appears to the user submitting this referral, providing information above the Notes box.

[[File:8328146.png|900px]] 

* Additional Notes Instructions is a message that appears to the user submitting this referral, providing information above the Additional Notes box.

* Processed Button Title determines the name of the "Processed" option, "Complete," "Resolved," etc.

* Hide Options allows you to toggle certain elements/features of your Referral Type off if preferred. Some fields can also be hidden from faculty specifically, while remaining visible to staff.

* Require Notes / Additional Notes will require that whoever is submitting this referral enter notes in one or both of these fields.

* Ask for Special Needs / Accommodations will provide a question in the referral entry form (for both staff and faculty) to fill out [[TracCloud:_Special_Needs,_Skills,_and_Accommodations|special needs, skills, or accommodations]] for the student. You can configure your search availability widget to automatically select that skill/accommodation when the student next tries to schedule an appointment for the same subject as what the referral was created for. This requires additional configuration in your [[TracCloud:_Search_Availability_Options|Search Availability Widget settings]] to enable.
</div>
<hr>

<div class='collapsible'>Reasons & Recommendations</div><div class="mw-collapsible mw-collapsed">
 
Reasons and Recommendations can be one of the most important aspects in creating these referrals, as these options can also dictate which emails get sent out to whom. Typically, these would be configured to allow your faculty to quickly describe where the student is struggling and what they recommend as a solution. However, since these are entirely customizable, you can ask any questions you can think of to help make the referral creation process as straightforward as possible. 

Click the Add Reasons / Recommendations box to add a new option. Setting a Reason/Recommendation as a "Label" will turn that item into a header for the following list, to help categorize your different options. By entering "(max: #)" with a number in place of #, you can limit how many choices can be made from the options following your header. For example, the label "Attendance (max: 1)" means only one of the following attendance-related reasons can be chosen during referral creation. These options can also be reorganized by dragging the hamburger icon ({{#fas:bars}}) on the right-side up/down.

The "Reason" and "Recommendation" titles can also be overridden with the corresponding Override fields, if you would prefer to label these options differently.

[[File:2280863.png|900px]] 
</div>
<hr>

<div class='collapsible'>Custom Questions</div><div class="mw-collapsible mw-collapsed">
 
Custom questions allow you to add additional fields to your referrals. These questions can be formatted as a "Pulldown" menu with preset options, a small "Fill In" text box, or a larger "Essay" text field.

To create your custom question, click Add New Question.

[[File:5051253.png|600px]] 

* Question Type determines the question format. Pulldown (text box with preset options), Fill-in (small text field), or Essay (large text field).

* Required makes the question required to be filled out in order to save the referral.

* Code Reference is used to pull this information into your emails or for additional logic around what email content is sent. Typically, something short and unique like "GradeQuestion1."

* Question is the prompt itself, displayed to users when submitting this referral.

* Choices are the available response options, only applicable to Pulldown format questions. Put each choice on its own line.

* Options can be used for style overrides on the field label. If you aren't sure what to enter here, it should be left blank. Here is an example of what the above will look like in practice.
::[[File:23742374.png|400px]]
</div>
<hr>

<div class='collapsible'>Potential Email Recipients</div><div class="mw-collapsible mw-collapsed">
 
These are the possible recipients of alert emails relating to this referral. For example, if this referral's automated emails can be sent to students, then you will need to add students to the list, as seen in the screenshot below. The name of this field is only used for reference when choosing who will receive alerts when managing your automated emails, using the correct twig tag or entering a valid email is important.

[[File:5438124.png|900px]] 

* Student: <nowiki>{{Student.Email}}</nowiki>

* Faculty: <nowiki>{{Faculty.Email}}</nowiki>

* Assigned Advisor/Other <nowiki>{{Student.CustomData.cf_18}}</nowiki>
::Student Custom Fields can also be referred to here to pull email addresses, such as in the case of an Assigned Advisor. [[TracCloud:_Custom_Fields|More information.]]

* Linked Consultant: <nowiki>{{Consultant.Email}}</nowiki>

* Specific email addresses can also be entered instead of twig tags.
</div>
<hr>

<div class='collapsible'>Referral to Testing Center</div><div class="mw-collapsible mw-collapsed">
 
This allows you to provide faculty the ability to book appointments for students that they're creating referrals for during the roster referral creation process. Typically used for Testing Centers or Lab environments, where faculty would need to book appointments on behalf of students, or assign multiple students to the same Group Availability.

[[File:8146523.png|900px]] 

* Referral to Testing Center enables this feature.

* Book in Center determines which center appears when faculty are searching for appointments on behalf of students.

* Search Reason determines which reason is used for the search availability process. Leave blank for all reasons.

* Group Schedule Button Label is the name of the button to search for availabilities.

* Allow Single Appointments provides faculty the ability to book sessions for students one at a time.

* Allow Group Appointments provides faculty the ability to select multiple students, and book a group availability for all at once. 

From the faculty perspective, there's a Schedule icon for each student in the roster referral listing, and/or the option to select multiple students and click "Book Testing Center Appointment" to schedule a group appointment for all selected students.

[[File:1969004.png|800px]]
</div>
<hr>

<div class='collapsible'>Potential Actions</div><div class="mw-collapsible mw-collapsed">
 

Potential Actions will be available in each submitted referral, with each action being available to add with a date and notes. These actions can be used to piece together a timeline of events relating to each referral and can additionally trigger automated emails.

[[File:6046618.png|600px]] 

Here's how this appears during referral creation. Each action can be added or re-added using the "Add New Completed Action" button. The text box can be resized by clicking-and-dragging the bottom-right corner.

[[File:3005704.png|600px]]

</div>
<hr>

<div class='collapsible'>Automated Emails & Twig</div><div class="mw-collapsible mw-collapsed">
 

The Automated Emails tab allows you to create custom emails that can be sent to one or more of your Potential Email Recipients upon referral submission, follow-up, or completion. Common examples might be an email that is sent to the student when a referral is created for them, with a separate email being sent to an assigned advisor or faculty. The recipients, number of emails, and email contents are up to you.

[[File:7163775.png|800px]] 

To create your first Email, click Create New Email, type in your subject line, then click Save. This will add the email to your Automated Emails listing. Click the Pencil Icon for the email you just created, and you should end up at a page like this.

[[File:6896918.png|800px]] 

* Email Subject determines the subject line of the email, as you entered previously. This can be changed at any time.

* Email From lets you change which email address this email is sent from. Uses system address if left blank.

* Add Email Recipient allows you to define which users could possibly receive a copy of this email, based on your Potential Email Recipients.

* Email Sends On Referral Action Based Upon Selected Trigger(s) allows you to decide under what context this email is sent. On initial creation, on follow-up, on completion, and on action completed. The first 3 are detailed further in the next portion of this article, the latter is detailed above.

* Email Body is the actual contents of your email. 

* SMS Recipient (Requires [[TracCloud:_TextAlerts|TextAlerts]])
::If you additionally want to send an SMS message along with this email, choose the recipient and write your message below. The "Consultant" choice will primarily use the consultant linked to the referral. If that field is blank, it will use the student's assigned advisor. If that isn't available, it will send the message to the consultant who created the referral.

==Twig==

One of the key elements of configuring your SAGE emails is Twig. Twig plays two key roles, providing tags for the information displayed, and adding logic to your email to determine what content is sent. Before reading this section, it's recommended to read the [[TracCloud:_Twig|Twig Guide]] to have a general understanding of how to write your emails with tags and conditions using Twig. A complete list of Twig tags can be found [[TracCloud:_Rosetta|here]].

Here's an example email. Note that arrays such as Reasons and Recommendations must be iterated over using the for tag in Twig.

<syntaxhighlight lang="twig">
Hello, {{Student.First_Name}}, this {{ReferralType.Name}} was submitted by {{Faculty.FirstName}}.

Here's why this alert was created: 
{% for item in Reasons %}
{{item}} 
{% endfor %} 

Here's what we recommend: 
{% for key,value in Recommendations %}
{{ value }} 
{% endfor %} 
</syntaxhighlight>

If you wanted to conditionally include text based on Reasons or Recommendations, you can do something like this.

<syntaxhighlight lang="twig">
{% if "Poor Attendance" in Reasons %}
Online Tutoring is now available! See example.edu/remote/ for more information.
{% endif %}
</syntaxhighlight>

Another common case in SAGE emails is wanting to not send the email in certain cases. For this, you can use the special keyword #ACTION:DO NOT SEND#. Here's how that might look in practice. If the first statement is true, the entire email doesn't send.

<syntaxhighlight lang="twig">
{% if "No recommendations at this time" in Recommendations %}
#ACTION:DO NOT SEND#
{% endif %}
</syntaxhighlight>

Another complicating factor in SAGE emails is custom questions and answers. These can be used emails, but you will need to use the "Code Reference" value that you set earlier. For example, if your Code Reference was "GradeQuestion," the format of this tag would be <nowiki>{{Questions.GradeQuestion}} and {{Answers.GradeQuestion}}</nowiki> for the question and answer respectively.

<syntaxhighlight lang="twig">
The answer to {{Questions.GradeQuestion}} was {{Answers.GradeQuestion}}.
</syntaxhighlight>

If we want to go through all of our answers to all of our questions, this would be an array just like Reasons and Recommendations and is formatted similarly.

<syntaxhighlight lang="twig">
{% for key,value in Answers %}
The answer to question {{ attribute(Questions, key) }} is {{ value }} 
{% endfor %}
</syntaxhighlight>

The rest of this section covers unique tags for SAGE. [[TracCloud:_SAGE_Email_Example|A more complete example of a SAGE email can be found here.]] You're welcome to take that and modify it for use in your system.

Here is a list of SAGE-specific Twig tags from [[TracCloud:_Rosetta|TracCloud Rosetta]].

{{#lst:TracCloud:_Rosetta|SAGE}}

Here are some additional unique tags and functions available in SAGE emails.

{| class="wikitable"
|-
| Trigger || The trigger for this email, “Created”, “Followed Up”, or “Processed”
|-
| Email.Subject || The contents of the email subject line
|-
| Questions.CODE || Questions.[Your custom question code]
|-
| Answers.CODE || Answers.[Your custom question code]
|-
| <nowiki>{{ setResultActions('AssignConsultant', '</nowiki>123<nowiki>') }}</nowiki> || If this line is reached within a SAGE email, the assigned staff member will be changed to the specified sequence. The example below shows how you can use this script to link a student's assigned advisor to the referral.
|-
| || <nowiki>{% set staffSeq = getRecordFieldData('Staff','Email', Student.CustomData.cf_1,'Sequence') %}</nowiki> <nowiki>
{{ setResultActions('AssignConsultant', staffSeq) }}</nowiki>
|-
| <nowiki>{{ setResultActions('SetProcessed', '1') }}</nowiki> || If this line is reached within an email, the referral will be marked as processed/completed.
|-
| <nowiki>{{ setResultActions('SetProcessedNotes', 'Example notes') }}</nowiki> || Typically used alongside the tag above. Used to automatically add notes to the processed referral.
|-
| <nowiki>{{NewCompletedActions[0].id}}</nowiki> || The ID of the most recently completed action. Only for use in emails with the "On Actions Completed" trigger.
|-
| <nowiki>{{NewCompletedActions[0].name}}</nowiki> || The name of the most recently completed action. Same use restriction as above.
|-
| <nowiki>{{NewCompletedActions[0].date}}</nowiki> || The date of the most recently completed action. Same use restriction as above.
|-
| <nowiki>{{NewCompletedActions[0].notes}}</nowiki> || The notes of the most recently completed action. Same use restriction as above.
|-
| <nowiki>{% for actions in Referral.CustomData.completedActions %}</nowiki> <nowiki>{{actions.name}}</nowiki> <nowiki>{% endfor %}</nowiki> || Use this to display every completed action of a referral. Replace 'name' with one of the other values above as needed.
|}

</div>
<hr>

<div class='collapsible'>Created, Followed Up, Processed</div><div class="mw-collapsible mw-collapsed">
 

In each automated email, you can determine when the email is sent based on a trigger. Created, Followed up, or Processed. Here's what each of those options mean in practice. 

On Created 
Emails configured to send "On Created" will send the first time you hit the “Submit Referral” button at the bottom of a student referral or when a faculty member first submits a roster referral. This email type will only send automatically once during initial referral creation and can only be re-sent by using the Override and Resend Referral Email utility and selecting "Saved Referral" as the send option.

[[File:9766154.png|700px]] 

On Followed-up 
Emails configured to send "On Followed Up" will send the first time data is saved in the "Follow Up Date" field. If this email type needs to be sent again for the same referral, the Override and Resend Referral Email utility must be with the "Followed Up" send option.

[[File:4742951.png|700px]] 

On Processed 

Emails configured to send "On Processed" will send when the referral is marked as processed/completed/resolved (this phrasing may be configured differently for your system). This button will open a pop-up window to record additional information, the email sends when that pop-up is saved. Like the previous triggers, this email can only be resent by using Override and Resend with the "Processed" option.

[[File:3624980.png|700px]]

</div>
<hr>

<div class='collapsible'>Permission Group Options</div><div class="mw-collapsible mw-collapsed">
 
In order for staff members to view and/or edit referrals, they must be provided access in their permission group. This also gives you the ability to fine-tune what they can and can't do in relation to these referrals.

Other > Other Options > Groups > [The Group you want to modify] > Admin / Modules
[[File:9621451.png|900px]] 

* Allow user to view referrals on Dashboard adds a utility to their dashboard allowing the staff member to quickly review/access relevant referrals.
::[[File:9749885.png|500px]] 

* User may view which referrals determines if they can view all referrals, or only their own.

* User may DELETE which referrals determines which referrals they're allowed to delete, all, their own, or none.

* Referral Type Access determines which referral types they can view. The icon within each entry can be clicked to cycle between View and Edit or just View. The former allows the user to view and edit referrals of this type, while the latter only allows them to view. 

To provide access to the referrals listing, add "Referrals" to table access as well. This is also required to give staff the ability to delete referrals.

[[File:5145633.png|900px]]

</div>
<hr>

For information on purchasing the SAGE Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com] 
For SAGE functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

<hr>
See Also:

[[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Report: Sage Referrals by ??]]

[[TracCloud_Report:_SAGE_Referral_Snapshot|Report: Referral Snapshot]]

[[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Report: Referrals by Student and Appointments/Visits]]

[[TracCloud_Report:_Faculty_Referral_Activity|Report: Faculty Referral Activity]]

[[Category:TracCloud Manual]]
</div>

File:2280863.png

2026-05-07T21:14:56Z

Redrock: Redrock uploaded a new version of File:2280863.png

4283697

TracCloud: Permission Groups

2026-05-07T19:26:17Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
<div class="categoryDynamic">
{{TracCloudGuideProfileTOC}}
</div>
<div class="pageTitle">Groups</div>

Permission groups determine what kind of access your staff have to various elements of TracCloud. Each group represents a set of permissions. Do you want this group to access the [[TracCloud:_Schedule_Management|schedule]]? Which [[TracCloudGuideProfileCenters|centers]]? Can they create students? Can they manage [[TracCloudGuideBasicsResources|resources]]? These options and many more are available to modify in your permission groups. 

From a profile perspective, this tab displays the groups assigned to the profile, allowing you to manage your staff permissions to ensure they only have the information they need, and nothing more. Groups can also be managed from their own dedicated list by going to Other > Other Options > Groups.
 
[[File:Oinwouig3ng2482y5.png|800px]]
 
We can create a new, or add an existing permission group to the profile by clicking the hamburger icon. New group will prompt us to choose a name and which profile it’s assigned to. After saving, you will be brought to the settings menu where we can configure the permissions of this group.
 
[[File:3t2yu3546j4j634.png|400px]] 

Within each permission group, you will find multiple tabs to categorize different types of preferences. Details on each of these tabs and the preferences within can be found below.

[[File:5617519.png|800px]]

<hr>

<div class='collapsible'>Center Access</div><div class="mw-collapsible mw-collapsed">
 
[[File:4777554.png|800px]]
 
* Color/Icon Code
::Some of these options have multiple permissions based on the icon selected for each field. Click on the icon to cycle through the available options. The key for what each icon represents is within the preference name. For example, “Scheduling: View Sched and Edit All or View Sched…” in the screenshot below.
::[[File:6766l3875lk57.png|500px]] 

* Scheduling
::These are the center schedules that staff assigned to this group can view/manage.

{| class="wikitable"
|+ Schedule Access Options
|-
| || View Staff Schedule || Edit Appts on Staff Schedule || Edit Avails on Staff Schedule || Book Avail on Dashboard
|-
| {{#fas:pen-to-square}} View Sched and Edit All || {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#fas:circle}} Yes
|-
| {{#fas:eye}} View Sched - Edit Avail || {{#fas:circle}} Yes || {{#far:circle}} No || {{#fas:circle}} Yes || {{#far:circle}} No
|-
| {{#fas:magnifying-glass}} Search Availability Only || {{#far:circle}} No || {{#far:circle}} No || {{#far:circle}} No || {{#fas:circle}} Yes
|-
| {{#fas:calendar-minus}} View Sched - No Edits || {{#fas:circle}} Yes || {{#far:circle}} No || {{#far:circle}} No || {{#far:circle}} No
|-
| {{#fas:calendar-plus}} View Sched - Edit Appt|| {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#far:circle}} No || {{#fas:circle}} Yes
|}
 

* Only access own schedule
::Restrict consultants in this group to only being able to access their personal calendar (for the centers they’re assigned to). This also applies to which appointments they can view on the [[TracCloudGuideListingsAppts|Appointments Listing]], if that access is provided via table access. 

* Prevent create new appointments
::Prevents users in this group from creating new appointments, independent of the center view/edit choice. 

* Viewing, Logging, Reporting Visits
::This determines which centers the staff in this group can view or record visits in. The View Visit - Hide Notes access option can be used to restrict this group from viewing or editing the notes field in visit records. 

* Show the Center Status Tab on Main Menu
::The Center Status tab appears on the staff main menu and provides a brief summary of visit/appointment totals as well as how many students are waiting in each of your centers. This checkbox enables or disables this feature for staff in this group.
::[[File:G423h35j34j553.png|400px]] 

* Lists
::You can choose which [[TracCloudGuideGlobalLists|student lists]] this user group can view/edit. Just as with the center options, we can change the color of the squares to determine their level of access to each list (only search or search and edit). 

* Task Types
::Which [[TracCloudGuideGlobalTasks|task types]] can this staff member view? 

* Notification Types
::Which [[TracCloudGuideGlobalNotifications|notification types]] can this staff member view? 

* Document Types
::Which [[TracCloudGuideGlobalDocs|document types]] can this staff member view/edit? Editing permissions are required in order to upload documents. 

* Allow dashboard document upload
::If enabled, staff in this group can upload documents to their account via a widget on the dashboard.
</div>
<hr>

<div class='collapsible'>User List</div><div class="mw-collapsible mw-collapsed">
 
[[File:Hj46j4j4464634hg3.png|800px]]
 
The User List contains all staff accounts that have been assigned to this profile. At a glance, we can see their name, email, and phone, but we can also click the entry to start editing their staff profile. We’ll go into more detail on this process in another article. 

* Move Selected Users to...
::Allows you to easily select and move staff members to another permission group. 

* Delete Selected User(s)
::Allows you to quickly select and delete staff members.
</div>
<hr>

<div class='collapsible'>Scheduling</div><div class="mw-collapsible mw-collapsed">
 
[[File:7927738.png|800px]]
 

* Show Consultant Location on Day Schedule
::Displays the consultant’s location beneath their name on the day schedule view.
::[[File:4u365j46k4jh4gf334.png|400px]] 

* Show which student contact field on Schedule
::Displays the student’s email or phone number in the top-left corner of appointments.
::[[File:35j46k4j6h54h433.png|400px]] 

* Allow user to override any scheduling rules
::If this is checked, staff in this group will be able to bypass [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks|scheduling restrictions]] to book appointments for students regardless of the scheduling rules in place. A warning will still display notifying the user that they are booking beyond what a max appointment rule allows. 

* Allow user to pick repeating schedule dates
::If checked, users in this group can modify the included dates when booking a recurring appointment for a student.
::[[File:7172443.png|350px]] [[File:5959270.png|450px]]
 

* If this is a consultant, do not cause one on one availabilities to be converted to drop in on search results
::If the [[TracCloudGuideGlobalSearchAvail|related global preference]] to convert unbooked 1-on-1s to drop-ins is enabled, this checkbox makes the consultants in this group an exception. These consultants will no longer have their availabilities converted to drop-ins, their availabilities will simply disappear from the available time slots when the [[TracCloudGuideProfilePrefsSchedule|schedule no later than]] threshold is reached. 

* Allow user to generate a dynamic search appointment QR Code based on an existing search appointment link
::If enabled, users in this group will be allowed to create dynamic QR codes for custom appointment links. More information on this feature can be found in the [[TracCloudGuideProfilePrefsSchedule|scheduling prefs]] article. 

* Only allow links for self
::Continuing from the option above, this option prevents consultants in this group from creating availability links for other consultant's schedules. 

* Only allow saving changes to own availabilities
::If checked, even if consultants in this group have edit access for an entire center, they will only be able to save changes to their own availabilities.

* Only allow saving changes to own appointments
::Same as above, but in relation to appointment records instead.

</div>
<hr>

<div class='collapsible'>Student / Visit</div><div class="mw-collapsible mw-collapsed">
 
[[File:1761507.png|800px]]
 
Student Access Preferences

* View/Edit Student using form [Standard/Brief]
::This option affects what fields are visible in the General > Info tab of student profiles. "Standard" allows these staff members view student profiles as usual, with access to every field (based on [[TracCloudGuideGlobalStudentFields|global preferences]] and the options below). While “Brief” limits access to only a handful of fields, as seen in the comparison below.
::[[File:43j46k578l667.png|600px]] 

* Allow user (non admins) to create student records
::By default, only staff assigned to the Profile Admin [[TracCloud:_Staff_User_Level|user level]] or higher are allowed to manually create student accounts. This option can be enabled to grant that permission to regular staff. 

* Allow user to delete student records [Standard Only]
::This determines if staff members in this group can delete student profiles. It is recommended to leave this unchecked for non-administrative groups. 

* Allow user to create prospective student requests
::Allows users in this group to create prospective student records from the students listing. Requires additional configuration in global settings, [[TracCloudProspectStudents|click here to learn more.]] 

* Prevent mass emailing from Student Listing
::This prevents these users from sending batch emails to multiple students at once. 

* Prevent Action Send Email to Single Student
::This prevents users from sending emails to individual students. 

* Hide [field] of student
::These options allow you to toggle certain fields on or off depending on what these users should have access to, such as IDs and phone numbers. Some of these are only available if the “View/Edit Student using form” option is set to “Brief.” 

* Show Student Flag Information (Flag Text)
::This enables a "Flag Information" text field in the "Other Info" tab of student profiles. If data is entered in that field, a grey flag icon will appear next to the student's name on the [[TracCloudGuideListingsStudents|students listing]]. 

* Hide [tab] of student
::These options allow you to disable the additional tabs in student profiles. The "Campus" tab contains some preset fields that have been enabled in [[TracCloudGuideGlobalStudentFields|Student Entry Choices under Global Preferences]], and the custom tabs can be renamed in that same menu. Other Info and all custom tabs exclusively contain [[TracCloudGuideGlobalCustom|custom fields]]. 

* Limit Student listings to the chosen list
::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists|student list]]. If a list is chosen, an addition option will be made available: Additionally Limit student listing only linked consultant. If that option is checked, then the consultants in this profile will further only be able to view students linked to them via [[TracCloud:_General_Profile_Options|'Linked Staff to Student.']] 

Visit Access Preferences
* Allow user to view student visit satisfaction & Allow user to view consultant visit satisfaction
::If visit satisfaction questions are enabled in your [[TracCloudGuideProfilePrefsLogInOut|profile's log in/out preferences]], these options allow you to control which groups can access the responses that were recorded. View and Edit allows this group to change the satisfaction rating for visits, while View only allows them to access what was previously saved. No Access hides these fields entirely in visit records. The visit satisfaction question will still appear during logout if View/No Access is selected, these options only affect concluded visit records. 

* Allow user to send notes to coach/advisor
::Provides these staff members the ability to initiate the [[TracCloudGuideProfilePrefsEmails|Visit Notes]] email from visit records, and enables automatic sending of the Visit Notes email if it's configured to do so in your [[TracCloudGuideProfilePrefsEmails|Profile Prefs]]. 

* Prevent log in/out from KIOSK and Log Listing
::If checked, these staff members will not be able to log students in/out on the [[TracCloudGuideBasicsVisits|Kiosk or Log Listing]] pages. 

* Allow user to save changes to visit records (and which visits)
::This controls whether or not these staff members can save changes to visit records. If enabled, you can specify if they can save changes to their own visits or all visits. 

* Allow user to delete visit records (and which visits)
::This determines if staff members in this group can delete visit records. If enabled, you can specify if they can delete their own visits or all visits. 

* Prevent user from accessing Batch Visits
::If checked, users in this group will be unable to record visits with the [[TracCloudGuideBasicsVisits|Batch Visits]] utility. 

* User may view which visits
::This determines if these staff members can view all visits, only their own, or none. 

* User may view which work visits
::Similar to student version of this option, but for [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)|work visits]] instead. 

* Show the Utilization Tab on Main Menu
::Enables the Utilization widget, allowing quick access to recent visits from the dashboard. Consultant accounts will also have the ability to quickly filter to only their own visits. All visit access permissions are still used, this does not provide additional privileges, only faster access to these records. 

* Show the Status Charts on Main Menu
::Enables access to Status Charts, essentially menu reports that you can run from the dashboard. [[TracCloudGuideGlobalDashCharts|Click here for more information on Status Charts.]] 

* Show the Watch Lists on Main Menu
::Allows access to the Watch Lists from the dashboard. This only displays the lists that this group has access to. [[TracCloudGuideGlobalLists#Creating_Watch_Lists|Click here for more information on Watch Lists.]] 

* Show the Tasks & Create Task on Main Menu
::Enables access to the Create Task widget on the dashboard. [[TracCloudGuideGlobalTasks|Click here for more information.]]
</div>
<hr>

<div class='collapsible'>Log In/Out</div><div class="mw-collapsible mw-collapsed">
 
[[File:4883583.png|800px]]
 
* Allow user to create student when not found in Log in Lookup
::If a student record isn’t found based on the ID entered on the Log Listing, staff members can be given the ability to immediately create a new account for the student they’re logging in. This is generally not recommended as it can lead to duplicate students being created if someone was entering the wrong identifier in the first place.
::[[File:46k5756k67k6j.png|500px]] 

* Show KIOSK for Generic All Profiles option
::This adds an additional Kiosk option for these users that allows students to login to any Profile's center from the same Kiosk. 

* Lock all KIOSKs and Log Listings to IP Zone for this Group
::This option allows you to restrict [[TracCloudGuideBasicsVisits|kiosk/log listing]] access based on IP address. You can define IP address zones or simply an "On Campus" IP address in [[TracCloud:_Campus_IP_Address_Blocks|system preferences]]. The default value of blank will not restrict access based on IP. 

* Allow user to log resources in and out
::This allows these staff members to log [[TracCloudGuideBasicsResources|resources]] in/out via a “Log Resource” button within the “Other” tab in the navigation bar. 

* Allow user to view what resource the student has logged out
::This allows staff members in this profile view [[TracCloudGuideBasicsResources|resources]] that students have logged out. 

* Allow consultant to login for work at their main menu
::Provides consultant accounts the ability to login for [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)|work visits]] from the dashboard. This will appear as a clock icon in the navigation bar where they can initiate or conclude their work visit without going through the log listing or a kiosk. 

* Hide 'Is Work' for Quick Visits / Visit Entry
::If enabled, these users will not be allowed to create quick work visits. Work visits must be recorded by logging in and logging out. 

* Allow consultant to login for work on KIOSK where the user logged in is themself
::By default, staff members are not allowed to login for work visits on kiosks that they initiate. If this option is enabled, that restriction is lifted, allowing them to login for work on their own kiosks/log listings. 

* Allow staff to view work visits on schedule
::If enabled, users in this group can view work time on the staff schedule, visualized as a red line overlaying the schedule. This can be restricted to only their own work visits, or all.
::[[File:5696989.png|500px]] 

* Log In to Work: On/Off Campus Restriction
::Both of these options allow you to restrict whether or not this user can start a work visit from their dashboard depending on their IP address. After you designate an on campus IP address in your [[TracCloud:_Campus_IP_Address_Blocks|system preferences]], you can set these preferences to one of 4 values:
:::No Restriction - No additional restrictions regardless of IP.
:::Only with Appointments - Can only login for work during an appointment or drop-in availability time, with the allowed login window being determined by No sooner than x minutes before appointment starts and No later than x minutes after appointment starts.
:::Only with Appointments and Availabilities - Same as above, but also including availabilities in general. This is typically used if consultants are available for drop-in if their availabilities are not booked.
:::Only with Appointments same modality ('Off Campus' only) - Same as above, but only if the appointment or drop-in availability is online.
:::Appointments/Availability same Modality ('Off Campus' only) - Same to above, additionally including any availabilities even if unbooked.
:::Not Allowed - Block work visit login entirely for that IP zone.

</div>
<hr>

<div class='collapsible'>Admin / Modules</div><div class="mw-collapsible mw-collapsed">
 
[[File:2105468.png|800px]]
 
* Table Access
::This primarily determines which Listings these staff members can access. For example, you could entirely prevent a group from accessing the student listing, course listing, etc. Each table can be set to a different access level:
::{{#fas:pen-to-square}} View Listing and Edit provides full access to this listing, along with editing permissions.
::{{#fas:magnifying-glass}} View Listing (No Edit) means that these staff can view the Listing page and the records within it, but can't save any changes.
::{{#fas:id-card}} Edit (No Listing) allows staff to edit records, but not browse the Listing page. A common example here would be Course Lists, where Consultants may be able to edit their own Course List, but you don't want them browsing to or editing others.
::{{#far:eye}} View Entry (No Listing) will prevent users from accessing the Listing or applying changes to individual records, but they are allowed to view individual records if provided a link.
::[[File:G4557k57k5j4h54g.png|450px]] 

* Custom Views
::[[TracCloudGuideListingsViews|Custom listing views]] can be shared to groups, allowing staff in this group to select these alternate views when needed.
::{{#far:square}} Normal View will be available to switch to from that listing, but will not be the default.
::{{#fas:clipboard-list}} Default View - will be the default when these staff members open the listing, but they can still switch to other views (or standard).
::{{#fas:minimize}} Only this View will be the only view this group can see for the related listing, they will not be allowed to switch to other views. 

* Limit users to certain custom fields
::By default, staff can access all [[TracCloud:_Custom_Fields|custom fields]] for the records they have access to. E.g., if they have access to view and edit appointments, they can view and edit appointment custom fields. By checking this box, you can pick and choose which custom fields they can access and individually provide view or view and edit permissions. 

* Custom Searches
::Custom [[TracCloudGuideListingsSavedSearches|Saved Searches]] can be saved and shared to groups. 

* Allow user to access reports
::This enables or disables access to reports. Some reports are restricted to certain User Levels independent of group, [[TracCloudNewsUserLevel|click here for more information.]] Choose the specific reports that users in this group can generate using the menu below. 

* Allow user to access payroll reports
::This enables or disables access to payroll reports specifically. The above option also needs to be enabled for a staff member to view these reports. These reports are also only available to users designated as "Profile Admin" or higher. 

Module Options 
[[File:9765y57k567l5.png|800px]]
 

* [ [[TracCloudST|SurveyTrac]] ] SurveyTrac Access
::Controls which surveys these accounts have access to. 

* [ [[TracCloudSAGE|SAGE]] ] Allow user to view referrals on Dashboard
::Adds a Referrals tab on the Dashboard providing quick access to referrals assigned to themselves, including information such as the Type, Date created, Date Followed-up, and Date Processed. 

* [ [[TracCloudSAGE|SAGE]] ] User may view which referrals
::This option allows you to choose whether staff members can view all referrals or exclusively referrals they personally created. 

* [ [[TracCloudSAGE|SAGE]] ] User may DELETE which referrals
::Choose which referrals staff in this group can delete. All, their own, or none. 

* [ [[TracCloudSAGE|SAGE]] ] Referral Type Access
::This determines which referrals these staff members can access. View and Edit allows this group to create, search for, and view referrals of this type. View (No Edit) allows this group to search for and view referrals but not create or modify. View & Edit (No Listing) allows this group to create referrals of this type, but not search for or view them. 

* [ [[TracCloudQ2|Q2]] ] Q2 Module Group Access
::This determines which Q2 Configs these staff members can access. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to view and edit the student field ‘Receive Text Alerts’
::This option gives staff in this group the ability to enable or disable text alerts for students from the student’s profile. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to send SMS messages to students
::This option provides staff the ability to send students messages directly, either from the Log Listing or the Student’s Profile under the “Actions” tab. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to send SMS messages to staff
::Just like students, staff can also be sent SMS messages from their profile via the “Actions” tab. This option determines whether or not this option is available for staff in this group. 
</div>
<hr>

<div class='collapsible'>Restrictions</div><div class="mw-collapsible mw-collapsed">
 
[[File:5197122.png|800px]]
 
* [Prevent user from] Viewing Scheduler widget
::If checked, these users will not be able to access [[TracCloud:_Search_Availability_Options|search availability widgets]]. 

* [Prevent user from] Creating Online/Phone/Asynchronous Availabilities
::By checking any of these boxes, users in this group will no longer be allowed to create availabilities of that modality. In-person is always allowed. 

* [Prevent user from] Using Asynchronous Messages
::If checked, consultants in this group will no longer have the 'Messages' tab on their [[TracCloud:_Schedule_Management|asynchronous]] appointments. Students will also not be able to access the messages tab of their appointment if their consultant is in a group with this box checked. 

* [Prevent user from] Viewing Attendance menu
::If checked, these users will not be able to access the "Attendance" menu in the navigation bar, including utilities such as kiosks, log listings, batch visits, etc. 

* [Prevent user from] Creating Staff Records
::If checked, these staff members will not be able to create additional staff accounts. 

* [Prevent user from] Editing Staff/Student Passwords
::If checked, these users will not be allowed to set new passwords for students/staff. 

* Prevent User Viewing Grades
::If checked, these users will be unable to view the grade field in [[TracCloudGuideListingsRegistrations|registration records]]. 

* [Disable] Notifications
::By default, staff will receive notifications about visits, appointments, [[TracCloudGuideGlobalTasks|tasks]], [[TracCloudGuideListingsApptRequest|outstanding appointment requests]], and more in a bell icon in their navigation bar. This box can be checked to disable this feature for staff in this group.
::[[File:9140618.png|400px]] 

* [Disable] Student Timeline Emails Option/Extra Details/Appt Searches
::If this group has access to student records, the student timeline can display email history, extra details (canceled/missed appointments, exact login/out times), and appointment searches. These options can be checked to block access to those details. 

* Override Required Field Validation (SysAdmin only)
::If checked, SysAdmins will be allowed to save records without filling out required fields (standard or custom fields). This option can only be enabled in the SysAdmin group.
</div>
<hr>
==Add existing group==
If you already have a group assigned to another profile (or no profile at all) that you want to provide profile access to, you can use the "Add existing group" utility. This allows us to provide staff members assigned to that group the ability to schedule and manage visits in centers outside of their own profile.
 
To accomplish this, click the hamburger icon again, and choose “Add Existing Group.” Next, select the group you want to add, which adds it to the list of groups. When clicking on this group (that still primarily exists in another profile), we’re given a restricted set of options, as it’s only displaying options relevant to this secondary profile.
 
[[File:4i57h4g56uj5.png|500px]]
 
[[File:4356i786juyhtg.png|700px]]
 
* Group Name
::Changing the name here will also change its name in the primary profile. 

* Profile
::This shows the primary profile this group is assigned. 

* Scheduling and Visits access
::This is exactly the same as assigning center permissions in standard groups. This controls which centers staff members can view/edit visits and schedules in.

[[Category:TracCloud Manual]]
</div>

File:5197122.png

2026-05-07T19:24:08Z

Redrock: Redrock uploaded a new version of File:5197122.png

8674761

TracCloud: SAGE

2026-05-07T19:18:51Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
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<div class="categoryDynamic">
{{TracCloudModulesTOC}}
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<div class="pageTitle">SAGE Early Alerts</div>

The SAGE Early Alert module is TracCloud’s early-alert referral system. It allows faculty and support center staff to submit referrals or progress reports for students who may be struggling academically or have other concerns. Through an online form, a professor can flag a student and indicate the issue (e.g., poor attendance, low grades, personal concern) and SAGE will route that information to the appropriate support staff. Based on how the referral is configured, TracCloud can automatically notify relevant parties – for example, send an email to the student’s academic advisor or to a tutoring center coordinator to reach out proactively. SAGE basically creates a case for the student: support staff can record follow-ups, note whether the student was contacted, and close the loop. This helps colleges be proactive in connecting at-risk students with resources. This early-warning systems ensures no student “falls through the cracks” when faculty raise a concern.

You can think of SAGE like a three-step process.
:'''1. Creation, a referral is submitted, emails are sent out.'''
:These emails could be sent to advisors, professors, or the student themselves, notifying us of something the student may be struggling with.

:'''2. Follow-up, more information is given, new emails are sent out.'''
:The follow-up email lets relevant users know how this referral is going, what has been done, and what we are doing to help this student.

:'''3. Resolution, a final email is sent out to wrap everything up.'''
:Once the referral has been processed, we can fill out some additional information letting the relevant users know what we did to help this student.

<hr>
==Creating and Completing Referrals==

There are multiple ways to create referrals for students, depending on which method best fits your campus workflow. Referrals can be created by faculty via the class roster, or by advisors or other staff from student profiles.

<hr>

<div class='collapsible'>Faculty View: Roster Annotations</div><div class="mw-collapsible mw-collapsed">
 
Faculty Members are typically the primary user-type submitting referrals, and as such, they have a streamlined view of the referral submission process. On the faculty dashboard, you'll find their class rosters along with the referrals that have been designated as Roster Annotations (which will be covered later in this article). This allows faculty to immediately access important referrals for each of their rosters.

[[File:2782382.png|900px]] 

As a faculty member, let's say we wanted to submit a referral for one of our classes. We can simply click on the referral we want to submit for any given roster, then we'll be given access to a batch referral tool.

[[File:8435382.png|900px]] 

From this menu, we can click on individual students and fill out unique referrals for each without leaving this screen. Once we've filled out referrals for the specific students, we click save and we're all set. The referral process has begun for each of these students that we filled out a referral for and emails will be sent.

[[File:2335678.png|900px]] 

If the referral is configured as a roster annotation for [X] days (covered later in this article), we can even open this batch referral tool later (but within the day limit) and continue where we left off by updating existing referrals. The green check-marks indicate a referral that has already been opened. Clicking it again lets us pick up right where we left off.

[[File:1308519.png|900px]] 

We also have the ability to apply the same Reason/Recommendation to multiple students at once. Select Affect All Selected and Shown and check the checkboxes for each student we want to assign this reason/recommendation to. Now when we make a recommendation or apply a reason to one student, it will also affect all other checked students. We will see that all other students now have a ... icon, which indicates that a referral is in progress.

[[File:7205192.png|900px]] 

As a faculty member, we can also book an appointment for the student from this screen as well (assuming our permission group allows it). This can be accomplished by clicking on the calendar icon on the right-hand side for the relevant student.

[[File:6205497.png|900px]] 

Lastly, faculty can submit a "Nothing to Report" referral from this screen. This will immediately create a generic referral for the current date labeled as "[Nothing to Report]."
</div>
<hr>

<div class='collapsible'>Student Profiles: Individual Referrals</div><div class="mw-collapsible mw-collapsed">
 

Referrals can be submitted individually from student profiles as well. As non-faculty staff don't have access to the class roster view, this will be their primary utility for submitting referrals, but faculty can of course use this method too. New referrals can be created through the Actions button, past referrals can be viewed on the student timeline.

[[File:3092325.png|900px]] 

After selecting the referral type that we want to submit, we're taken to the full referral submission screen. We'll cover more on configuring this side of SAGE later in this article.

[[File:8037497.png|900px]]
</div>
<hr>

<div class='collapsible'>Student Listing: Batch Referrals</div><div class="mw-collapsible mw-collapsed">
 

It's also possible to submit referrals from the student listing in bulk. This allows us to search for students enrolled in a specific course, [[TracCloudGuideGlobalLists|load a list]], or just search for a couple students manually and create referrals as a batch. This screen will operate in the same way as the faculty roster referral tool. Students are selected with the checkboxes on the right-side.

[[File:4781587.png|900px]] 

[[File:2946252.png|900px]]
</div>
<hr>

<div class='collapsible'>Processing/Completing Referrals</div><div class="mw-collapsible mw-collapsed">
 
After a referral is marked as processed, we will see the following screen summarizing basic information about this referral, and providing a location to write additional notes about how this situation was resolved. Once saved, the final "Processed" email will be sent out, as configured in your Automated Emails. A referral can be re-opened by unchecking the "Processed" box.

[[File:8734417.png|900px]]
</div>
<hr>

<div class='collapsible'>Referrals Listing</div><div class="mw-collapsible mw-collapsed">
 
If a permission group allows it, it's also possible to utilize the Referrals Listing to quickly access all referrals in your TracCloud instance. This can be accessed by going to Other > Listings > Referrals.

[[File:8390835.png|900px]]

<hr>
{{#lst:Template:TracCloudListingDescriptions|Hamburger_Menu}}

{{#lst:Template:TracCloudListingDescriptions|List_All}}

{{#lst:Template:TracCloudListingDescriptions|Power_Search}}

{{#lst:Template:TracCloudListingDescriptions|Selected}}

{{#lst:Template:TracCloudListingDescriptions|Change_Field_Values}}

{{#lst:Template:TracCloudListingDescriptions|Show_these}}

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</div>

<hr>
==SAGE Configuration==

The following chapters of this wiki article will cover how you can create your SAGE referral types, including the reasons, recommendations, emails, custom questions, and more.
<hr>

<div class='collapsible'>Creating SAGE Referral Types</div><div class="mw-collapsible mw-collapsed">
 

To create new SAGE Referral Types, modify existing, or simply review your current configuration, go to Other > Modules > SAGE Referral Types. This will bring you to the Referral Type Listing. To create a new Referral Type, you would click the hamburger icon ({{#fas:bars}}), then select New Referral Type.

[[File:4222337.png|900px]] 

After opening a referral or creating a new one, you will be able to access the following options.

[[File:1919543.png|900px]] 

* Name is the name of this referral type.

* Profiles is the linked profile for this referral type, primarily used to determine linked advisor in reports. 

* Active will toggle this referral on or off, allowing you to deactivate it when unneeded, and reactivate it when necessary.

* Test Mode will send all emails to the Test Email Address rather than the actual recipient. This should be enabled when testing emails to prevent your end users from receiving referral notices for test referrals.

* Condense Roster Referral View will display Reasons and Recommendations in a more tightly packed view for faculty. This may be preferred if many referrals are being created at once. Does not affect visible data fields.

* Roster Annotation designates this referral type as a Roster Annotation, meaning it appears as an option for class rosters from the faculty dashboard perspective.

::* Days is the time-frame provided to the faculty member where they can edit an existing roster referral. After this window has passed, the faculty member will create a new referral rather than editing an existing one.

* Linked List allows you to assign this referral type to a specific student list. Faculty and other users will only be able to create this referral for students on that list. [https://wiki.go-redrock.com/index.php/TracCloudGuideGlobalLists More information on student lists].

* Referral to Testing Center is a bigger topic, which can be found further into this wiki article.

* Roster Annotation Settings For Faculty Viewing
::Link to Section or Course allows you to link this referral type to a specific subject. The referral will then only appear in contexts of that subject/course/section from the roster referral perspective.
::Roster Instructions allows you to add a custom message to the roster referral menu for faculty and staff.
::Hide: Affect All Selected and Shown will remove the ability to apply referral reasons, recommendations, etc to more than 1 student at a time from the roster referral menu.

* Notes Instructions is a message that appears to the user submitting this referral, providing information above the Notes box.

[[File:8328146.png|900px]] 

* Additional Notes Instructions is a message that appears to the user submitting this referral, providing information above the Additional Notes box.

* Processed Button Title determines the name of the "Processed" option, "Complete," "Resolved," etc.

* Hide Options allows you to toggle certain elements/features of your Referral Type off if preferred. Some fields can also be hidden from faculty specifically, while remaining visible to staff.

* Require Notes / Additional Notes will require that whoever is submitting this referral enter notes in one or both of these fields.

* Ask for Special Needs / Accommodations will provide a question in the referral entry form (for both staff and faculty) to fill out [[TracCloud:_Special_Needs,_Skills,_and_Accommodations|special needs, skills, or accommodations]] for the student. You can configure your search availability widget to automatically select that skill/accommodation when the student next tries to schedule an appointment for the same subject as what the referral was created for. This requires additional configuration in your [[TracCloud:_Search_Availability_Options|Search Availability Widget settings]] to enable.
</div>
<hr>

<div class='collapsible'>Reasons & Recommendations</div><div class="mw-collapsible mw-collapsed">
 
Reasons and Recommendations can be one of the most important aspects in creating these referrals, as these options can also dictate which emails get sent out to whom. Typically, these would be configured to allow your faculty to quickly describe where the student is struggling and what they recommend as a solution. However, since these are entirely customizable, you can ask any questions you can think of to help make the referral creation process as straightforward as possible. 

Click the Add Reasons / Recommendations box to add a new option. Setting a Reason/Recommendation as a "Label" will turn that item into a header for the following list, to help categorize your different options. By entering "(max: #)" with a number in place of #, you can limit how many choices can be made from the options following your header. For example, the label "Attendance (max: 1)" means only one of the following attendance-related reasons can be chosen during referral creation. These options can also be reorganized by dragging the hamburger icon ({{#fas:bars}}) on the right-side up/down.

[[File:2280863.png|900px]] 
</div>
<hr>

<div class='collapsible'>Custom Questions</div><div class="mw-collapsible mw-collapsed">
 
Custom questions allow you to add additional fields to your referrals. These questions can be formatted as a "Pulldown" menu with preset options, a small "Fill In" text box, or a larger "Essay" text field.

To create your custom question, click Add New Question.

[[File:5051253.png|600px]] 

* Question Type determines the question format. Pulldown (text box with preset options), Fill-in (small text field), or Essay (large text field).

* Required makes the question required to be filled out in order to save the referral.

* Code Reference is used to pull this information into your emails or for additional logic around what email content is sent. Typically, something short and unique like "GradeQuestion1."

* Question is the prompt itself, displayed to users when submitting this referral.

* Choices are the available response options, only applicable to Pulldown format questions. Put each choice on its own line.

* Options can be used for style overrides on the field label. If you aren't sure what to enter here, it should be left blank. Here is an example of what the above will look like in practice.
::[[File:23742374.png|400px]]
</div>
<hr>

<div class='collapsible'>Potential Email Recipients</div><div class="mw-collapsible mw-collapsed">
 
These are the possible recipients of alert emails relating to this referral. For example, if this referral's automated emails can be sent to students, then you will need to add students to the list, as seen in the screenshot below. The name of this field is only used for reference when choosing who will receive alerts when managing your automated emails, using the correct twig tag or entering a valid email is important.

[[File:5438124.png|900px]] 

* Student: <nowiki>{{Student.Email}}</nowiki>

* Faculty: <nowiki>{{Faculty.Email}}</nowiki>

* Assigned Advisor/Other <nowiki>{{Student.CustomData.cf_18}}</nowiki>
::Student Custom Fields can also be referred to here to pull email addresses, such as in the case of an Assigned Advisor. [[TracCloud:_Custom_Fields|More information.]]

* Linked Consultant: <nowiki>{{Consultant.Email}}</nowiki>

* Specific email addresses can also be entered instead of twig tags.
</div>
<hr>

<div class='collapsible'>Referral to Testing Center</div><div class="mw-collapsible mw-collapsed">
 
This allows you to provide faculty the ability to book appointments for students that they're creating referrals for during the roster referral creation process. Typically used for Testing Centers or Lab environments, where faculty would need to book appointments on behalf of students, or assign multiple students to the same Group Availability.

[[File:8146523.png|900px]] 

* Referral to Testing Center enables this feature.

* Book in Center determines which center appears when faculty are searching for appointments on behalf of students.

* Search Reason determines which reason is used for the search availability process. Leave blank for all reasons.

* Group Schedule Button Label is the name of the button to search for availabilities.

* Allow Single Appointments provides faculty the ability to book sessions for students one at a time.

* Allow Group Appointments provides faculty the ability to select multiple students, and book a group availability for all at once. 

From the faculty perspective, there's a Schedule icon for each student in the roster referral listing, and/or the option to select multiple students and click "Book Testing Center Appointment" to schedule a group appointment for all selected students.

[[File:1969004.png|800px]]
</div>
<hr>

<div class='collapsible'>Potential Actions</div><div class="mw-collapsible mw-collapsed">
 

Potential Actions will be available in each submitted referral, with each action being available to add with a date and notes. These actions can be used to piece together a timeline of events relating to each referral and can additionally trigger automated emails.

[[File:6046618.png|600px]] 

Here's how this appears during referral creation. Each action can be added or re-added using the "Add New Completed Action" button. The text box can be resized by clicking-and-dragging the bottom-right corner.

[[File:3005704.png|600px]]

</div>
<hr>

<div class='collapsible'>Automated Emails & Twig</div><div class="mw-collapsible mw-collapsed">
 

The Automated Emails tab allows you to create custom emails that can be sent to one or more of your Potential Email Recipients upon referral submission, follow-up, or completion. Common examples might be an email that is sent to the student when a referral is created for them, with a separate email being sent to an assigned advisor or faculty. The recipients, number of emails, and email contents are up to you.

[[File:7163775.png|800px]] 

To create your first Email, click Create New Email, type in your subject line, then click Save. This will add the email to your Automated Emails listing. Click the Pencil Icon for the email you just created, and you should end up at a page like this.

[[File:6896918.png|800px]] 

* Email Subject determines the subject line of the email, as you entered previously. This can be changed at any time.

* Email From lets you change which email address this email is sent from. Uses system address if left blank.

* Add Email Recipient allows you to define which users could possibly receive a copy of this email, based on your Potential Email Recipients.

* Email Sends On Referral Action Based Upon Selected Trigger(s) allows you to decide under what context this email is sent. On initial creation, on follow-up, on completion, and on action completed. The first 3 are detailed further in the next portion of this article, the latter is detailed above.

* Email Body is the actual contents of your email. 

* SMS Recipient (Requires [[TracCloud:_TextAlerts|TextAlerts]])
::If you additionally want to send an SMS message along with this email, choose the recipient and write your message below. The "Consultant" choice will primarily use the consultant linked to the referral. If that field is blank, it will use the student's assigned advisor. If that isn't available, it will send the message to the consultant who created the referral.

==Twig==

One of the key elements of configuring your SAGE emails is Twig. Twig plays two key roles, providing tags for the information displayed, and adding logic to your email to determine what content is sent. Before reading this section, it's recommended to read the [[TracCloud:_Twig|Twig Guide]] to have a general understanding of how to write your emails with tags and conditions using Twig. A complete list of Twig tags can be found [[TracCloud:_Rosetta|here]].

Here's an example email. Note that arrays such as Reasons and Recommendations must be iterated over using the for tag in Twig.

<syntaxhighlight lang="twig">
Hello, {{Student.First_Name}}, this {{ReferralType.Name}} was submitted by {{Faculty.FirstName}}.

Here's why this alert was created: 
{% for item in Reasons %}
{{item}} 
{% endfor %} 

Here's what we recommend: 
{% for key,value in Recommendations %}
{{ value }} 
{% endfor %} 
</syntaxhighlight>

If you wanted to conditionally include text based on Reasons or Recommendations, you can do something like this.

<syntaxhighlight lang="twig">
{% if "Poor Attendance" in Reasons %}
Online Tutoring is now available! See example.edu/remote/ for more information.
{% endif %}
</syntaxhighlight>

Another common case in SAGE emails is wanting to not send the email in certain cases. For this, you can use the special keyword #ACTION:DO NOT SEND#. Here's how that might look in practice. If the first statement is true, the entire email doesn't send.

<syntaxhighlight lang="twig">
{% if "No recommendations at this time" in Recommendations %}
#ACTION:DO NOT SEND#
{% endif %}
</syntaxhighlight>

Another complicating factor in SAGE emails is custom questions and answers. These can be used emails, but you will need to use the "Code Reference" value that you set earlier. For example, if your Code Reference was "GradeQuestion," the format of this tag would be <nowiki>{{Questions.GradeQuestion}} and {{Answers.GradeQuestion}}</nowiki> for the question and answer respectively.

<syntaxhighlight lang="twig">
The answer to {{Questions.GradeQuestion}} was {{Answers.GradeQuestion}}.
</syntaxhighlight>

If we want to go through all of our answers to all of our questions, this would be an array just like Reasons and Recommendations and is formatted similarly.

<syntaxhighlight lang="twig">
{% for key,value in Answers %}
The answer to question {{ attribute(Questions, key) }} is {{ value }} 
{% endfor %}
</syntaxhighlight>

The rest of this section covers unique tags for SAGE. [[TracCloud:_SAGE_Email_Example|A more complete example of a SAGE email can be found here.]] You're welcome to take that and modify it for use in your system.

Here is a list of SAGE-specific Twig tags from [[TracCloud:_Rosetta|TracCloud Rosetta]].

{{#lst:TracCloud:_Rosetta|SAGE}}

Here are some additional unique tags and functions available in SAGE emails.

{| class="wikitable"
|-
| Trigger || The trigger for this email, “Created”, “Followed Up”, or “Processed”
|-
| Email.Subject || The contents of the email subject line
|-
| Questions.CODE || Questions.[Your custom question code]
|-
| Answers.CODE || Answers.[Your custom question code]
|-
| <nowiki>{{ setResultActions('AssignConsultant', '</nowiki>123<nowiki>') }}</nowiki> || If this line is reached within a SAGE email, the assigned staff member will be changed to the specified sequence. The example below shows how you can use this script to link a student's assigned advisor to the referral.
|-
| || <nowiki>{% set staffSeq = getRecordFieldData('Staff','Email', Student.CustomData.cf_1,'Sequence') %}</nowiki> <nowiki>
{{ setResultActions('AssignConsultant', staffSeq) }}</nowiki>
|-
| <nowiki>{{ setResultActions('SetProcessed', '1') }}</nowiki> || If this line is reached within an email, the referral will be marked as processed/completed.
|-
| <nowiki>{{ setResultActions('SetProcessedNotes', 'Example notes') }}</nowiki> || Typically used alongside the tag above. Used to automatically add notes to the processed referral.
|-
| <nowiki>{{NewCompletedActions[0].id}}</nowiki> || The ID of the most recently completed action. Only for use in emails with the "On Actions Completed" trigger.
|-
| <nowiki>{{NewCompletedActions[0].name}}</nowiki> || The name of the most recently completed action. Same use restriction as above.
|-
| <nowiki>{{NewCompletedActions[0].date}}</nowiki> || The date of the most recently completed action. Same use restriction as above.
|-
| <nowiki>{{NewCompletedActions[0].notes}}</nowiki> || The notes of the most recently completed action. Same use restriction as above.
|-
| <nowiki>{% for actions in Referral.CustomData.completedActions %}</nowiki> <nowiki>{{actions.name}}</nowiki> <nowiki>{% endfor %}</nowiki> || Use this to display every completed action of a referral. Replace 'name' with one of the other values above as needed.
|}

</div>
<hr>

<div class='collapsible'>Created, Followed Up, Processed</div><div class="mw-collapsible mw-collapsed">
 

In each automated email, you can determine when the email is sent based on a trigger. Created, Followed up, or Processed. Here's what each of those options mean in practice. 

On Created 
Emails configured to send "On Created" will send the first time you hit the “Submit Referral” button at the bottom of a student referral or when a faculty member first submits a roster referral. This email type will only send automatically once during initial referral creation and can only be re-sent by using the Override and Resend Referral Email utility and selecting "Saved Referral" as the send option.

[[File:9766154.png|700px]] 

On Followed-up 
Emails configured to send "On Followed Up" will send the first time data is saved in the "Follow Up Date" field. If this email type needs to be sent again for the same referral, the Override and Resend Referral Email utility must be with the "Followed Up" send option.

[[File:4742951.png|700px]] 

On Processed 

Emails configured to send "On Processed" will send when the referral is marked as processed/completed/resolved (this phrasing may be configured differently for your system). This button will open a pop-up window to record additional information, the email sends when that pop-up is saved. Like the previous triggers, this email can only be resent by using Override and Resend with the "Processed" option.

[[File:3624980.png|700px]]

</div>
<hr>

<div class='collapsible'>Permission Group Options</div><div class="mw-collapsible mw-collapsed">
 
In order for staff members to view and/or edit referrals, they must be provided access in their permission group. This also gives you the ability to fine-tune what they can and can't do in relation to these referrals.

Other > Other Options > Groups > [The Group you want to modify] > Admin / Modules
[[File:9621451.png|900px]] 

* Allow user to view referrals on Dashboard adds a utility to their dashboard allowing the staff member to quickly review/access relevant referrals.
::[[File:9749885.png|500px]] 

* User may view which referrals determines if they can view all referrals, or only their own.

* User may DELETE which referrals determines which referrals they're allowed to delete, all, their own, or none.

* Referral Type Access determines which referral types they can view. The icon within each entry can be clicked to cycle between View and Edit or just View. The former allows the user to view and edit referrals of this type, while the latter only allows them to view. 

To provide access to the referrals listing, add "Referrals" to table access as well. This is also required to give staff the ability to delete referrals.

[[File:5145633.png|900px]]

</div>
<hr>

For information on purchasing the SAGE Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com] 
For SAGE functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

<hr>
See Also:

[[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Report: Sage Referrals by ??]]

[[TracCloud_Report:_SAGE_Referral_Snapshot|Report: Referral Snapshot]]

[[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Report: Referrals by Student and Appointments/Visits]]

[[TracCloud_Report:_Faculty_Referral_Activity|Report: Faculty Referral Activity]]

[[Category:TracCloud Manual]]
</div>

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TracCloud: Permission Groups

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Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
<div class="categoryDynamic">
{{TracCloudGuideProfileTOC}}
</div>
<div class="pageTitle">Groups</div>

Permission groups determine what kind of access your staff have to various elements of TracCloud. Each group represents a set of permissions. Do you want this group to access the [[TracCloud:_Schedule_Management|schedule]]? Which [[TracCloudGuideProfileCenters|centers]]? Can they create students? Can they manage [[TracCloudGuideBasicsResources|resources]]? These options and many more are available to modify in your permission groups. 

From a profile perspective, this tab displays the groups assigned to the profile, allowing you to manage your staff permissions to ensure they only have the information they need, and nothing more. Groups can also be managed from their own dedicated list by going to Other > Other Options > Groups.
 
[[File:Oinwouig3ng2482y5.png|800px]]
 
We can create a new, or add an existing permission group to the profile by clicking the hamburger icon. New group will prompt us to choose a name and which profile it’s assigned to. After saving, you will be brought to the settings menu where we can configure the permissions of this group.
 
[[File:3t2yu3546j4j634.png|400px]] 

Within each permission group, you will find multiple tabs to categorize different types of preferences. Details on each of these tabs and the preferences within can be found below.

[[File:5617519.png|800px]]

<hr>

<div class='collapsible'>Center Access</div><div class="mw-collapsible mw-collapsed">
 
[[File:4777554.png|800px]]
 
* Color/Icon Code
::Some of these options have multiple permissions based on the icon selected for each field. Click on the icon to cycle through the available options. The key for what each icon represents is within the preference name. For example, “Scheduling: View Sched and Edit All or View Sched…” in the screenshot below.
::[[File:6766l3875lk57.png|500px]] 

* Scheduling
::These are the center schedules that staff assigned to this group can view/manage.

{| class="wikitable"
|+ Schedule Access Options
|-
| || View Staff Schedule || Edit Appts on Staff Schedule || Edit Avails on Staff Schedule || Book Avail on Dashboard
|-
| {{#fas:pen-to-square}} View Sched and Edit All || {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#fas:circle}} Yes
|-
| {{#fas:eye}} View Sched - Edit Avail || {{#fas:circle}} Yes || {{#far:circle}} No || {{#fas:circle}} Yes || {{#far:circle}} No
|-
| {{#fas:magnifying-glass}} Search Availability Only || {{#far:circle}} No || {{#far:circle}} No || {{#far:circle}} No || {{#fas:circle}} Yes
|-
| {{#fas:calendar-minus}} View Sched - No Edits || {{#fas:circle}} Yes || {{#far:circle}} No || {{#far:circle}} No || {{#far:circle}} No
|-
| {{#fas:calendar-plus}} View Sched - Edit Appt|| {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#far:circle}} No || {{#fas:circle}} Yes
|}
 

* Only access own schedule
::Restrict consultants in this group to only being able to access their personal calendar (for the centers they’re assigned to). This also applies to which appointments they can view on the [[TracCloudGuideListingsAppts|Appointments Listing]], if that access is provided via table access. 

* Prevent create new appointments
::Prevents users in this group from creating new appointments, independent of the center view/edit choice. 

* Viewing, Logging, Reporting Visits
::This determines which centers the staff in this group can view or record visits in. The View Visit - Hide Notes access option can be used to restrict this group from viewing or editing the notes field in visit records. 

* Show the Center Status Tab on Main Menu
::The Center Status tab appears on the staff main menu and provides a brief summary of visit/appointment totals as well as how many students are waiting in each of your centers. This checkbox enables or disables this feature for staff in this group.
::[[File:G423h35j34j553.png|400px]] 

* Lists
::You can choose which [[TracCloudGuideGlobalLists|student lists]] this user group can view/edit. Just as with the center options, we can change the color of the squares to determine their level of access to each list (only search or search and edit). 

* Task Types
::Which [[TracCloudGuideGlobalTasks|task types]] can this staff member view? 

* Notification Types
::Which [[TracCloudGuideGlobalNotifications|notification types]] can this staff member view? 

* Document Types
::Which [[TracCloudGuideGlobalDocs|document types]] can this staff member view/edit? Editing permissions are required in order to upload documents. 

* Allow dashboard document upload
::If enabled, staff in this group can upload documents to their account via a widget on the dashboard.
</div>
<hr>

<div class='collapsible'>User List</div><div class="mw-collapsible mw-collapsed">
 
[[File:Hj46j4j4464634hg3.png|800px]]
 
The User List contains all staff accounts that have been assigned to this profile. At a glance, we can see their name, email, and phone, but we can also click the entry to start editing their staff profile. We’ll go into more detail on this process in another article. 

* Move Selected Users to...
::Allows you to easily select and move staff members to another permission group. 

* Delete Selected User(s)
::Allows you to quickly select and delete staff members.
</div>
<hr>

<div class='collapsible'>Scheduling</div><div class="mw-collapsible mw-collapsed">
 
[[File:7927738.png|800px]]
 

* Show Consultant Location on Day Schedule
::Displays the consultant’s location beneath their name on the day schedule view.
::[[File:4u365j46k4jh4gf334.png|400px]] 

* Show which student contact field on Schedule
::Displays the student’s email or phone number in the top-left corner of appointments.
::[[File:35j46k4j6h54h433.png|400px]] 

* Allow user to override any scheduling rules
::If this is checked, staff in this group will be able to bypass [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks|scheduling restrictions]] to book appointments for students regardless of the scheduling rules in place. A warning will still display notifying the user that they are booking beyond what a max appointment rule allows. 

* Allow user to pick repeating schedule dates
::If checked, users in this group can modify the included dates when booking a recurring appointment for a student.
::[[File:7172443.png|350px]] [[File:5959270.png|450px]]
 

* If this is a consultant, do not cause one on one availabilities to be converted to drop in on search results
::If the [[TracCloudGuideGlobalSearchAvail|related global preference]] to convert unbooked 1-on-1s to drop-ins is enabled, this checkbox makes the consultants in this group an exception. These consultants will no longer have their availabilities converted to drop-ins, their availabilities will simply disappear from the available time slots when the [[TracCloudGuideProfilePrefsSchedule|schedule no later than]] threshold is reached. 

* Allow user to generate a dynamic search appointment QR Code based on an existing search appointment link
::If enabled, users in this group will be allowed to create dynamic QR codes for custom appointment links. More information on this feature can be found in the [[TracCloudGuideProfilePrefsSchedule|scheduling prefs]] article. 

* Only allow links for self
::Continuing from the option above, this option prevents consultants in this group from creating availability links for other consultant's schedules. 

* Only allow saving changes to own availabilities
::If checked, even if consultants in this group have edit access for an entire center, they will only be able to save changes to their own availabilities.

* Only allow saving changes to own appointments
::Same as above, but in relation to appointment records instead.

</div>
<hr>

<div class='collapsible'>Student / Visit</div><div class="mw-collapsible mw-collapsed">
 
[[File:1761507.png|800px]]
 
Student Access Preferences

* View/Edit Student using form [Standard/Brief]
::This option affects what fields are visible in the General > Info tab of student profiles. "Standard" allows these staff members view student profiles as usual, with access to every field (based on [[TracCloudGuideGlobalStudentFields|global preferences]] and the options below). While “Brief” limits access to only a handful of fields, as seen in the comparison below.
::[[File:43j46k578l667.png|600px]] 

* Allow user (non admins) to create student records
::By default, only staff assigned to the Profile Admin [[TracCloud:_Staff_User_Level|user level]] or higher are allowed to manually create student accounts. This option can be enabled to grant that permission to regular staff. 

* Allow user to delete student records [Standard Only]
::This determines if staff members in this group can delete student profiles. It is recommended to leave this unchecked for non-administrative groups. 

* Allow user to create prospective student requests
::Allows users in this group to create prospective student records from the students listing. Requires additional configuration in global settings, [[TracCloudProspectStudents|click here to learn more.]] 

* Prevent mass emailing from Student Listing
::This prevents these users from sending batch emails to multiple students at once. 

* Prevent Action Send Email to Single Student
::This prevents users from sending emails to individual students. 

* Hide [field] of student
::These options allow you to toggle certain fields on or off depending on what these users should have access to, such as IDs and phone numbers. Some of these are only available if the “View/Edit Student using form” option is set to “Brief.” 

* Show Student Flag Information (Flag Text)
::This enables a "Flag Information" text field in the "Other Info" tab of student profiles. If data is entered in that field, a grey flag icon will appear next to the student's name on the [[TracCloudGuideListingsStudents|students listing]]. 

* Hide [tab] of student
::These options allow you to disable the additional tabs in student profiles. The "Campus" tab contains some preset fields that have been enabled in [[TracCloudGuideGlobalStudentFields|Student Entry Choices under Global Preferences]], and the custom tabs can be renamed in that same menu. Other Info and all custom tabs exclusively contain [[TracCloudGuideGlobalCustom|custom fields]]. 

* Limit Student listings to the chosen list
::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists|student list]]. If a list is chosen, an addition option will be made available: Additionally Limit student listing only linked consultant. If that option is checked, then the consultants in this profile will further only be able to view students linked to them via [[TracCloud:_General_Profile_Options|'Linked Staff to Student.']] 

Visit Access Preferences
* Allow user to view student visit satisfaction & Allow user to view consultant visit satisfaction
::If visit satisfaction questions are enabled in your [[TracCloudGuideProfilePrefsLogInOut|profile's log in/out preferences]], these options allow you to control which groups can access the responses that were recorded. View and Edit allows this group to change the satisfaction rating for visits, while View only allows them to access what was previously saved. No Access hides these fields entirely in visit records. The visit satisfaction question will still appear during logout if View/No Access is selected, these options only affect concluded visit records. 

* Allow user to send notes to coach/advisor
::Provides these staff members the ability to initiate the [[TracCloudGuideProfilePrefsEmails|Visit Notes]] email from visit records, and enables automatic sending of the Visit Notes email if it's configured to do so in your [[TracCloudGuideProfilePrefsEmails|Profile Prefs]]. 

* Prevent log in/out from KIOSK and Log Listing
::If checked, these staff members will not be able to log students in/out on the [[TracCloudGuideBasicsVisits|Kiosk or Log Listing]] pages. 

* Allow user to save changes to visit records (and which visits)
::This controls whether or not these staff members can save changes to visit records. If enabled, you can specify if they can save changes to their own visits or all visits. 

* Allow user to delete visit records (and which visits)
::This determines if staff members in this group can delete visit records. If enabled, you can specify if they can delete their own visits or all visits. 

* Prevent user from accessing Batch Visits
::If checked, users in this group will be unable to record visits with the [[TracCloudGuideBasicsVisits|Batch Visits]] utility. 

* User may view which visits
::This determines if these staff members can view all visits, only their own, or none. 

* User may view which work visits
::Similar to student version of this option, but for [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)|work visits]] instead. 

* Show the Utilization Tab on Main Menu
::Enables the Utilization widget, allowing quick access to recent visits from the dashboard. Consultant accounts will also have the ability to quickly filter to only their own visits. All visit access permissions are still used, this does not provide additional privileges, only faster access to these records. 

* Show the Status Charts on Main Menu
::Enables access to Status Charts, essentially menu reports that you can run from the dashboard. [[TracCloudGuideGlobalDashCharts|Click here for more information on Status Charts.]] 

* Show the Watch Lists on Main Menu
::Allows access to the Watch Lists from the dashboard. This only displays the lists that this group has access to. [[TracCloudGuideGlobalLists#Creating_Watch_Lists|Click here for more information on Watch Lists.]] 

* Show the Tasks & Create Task on Main Menu
::Enables access to the Create Task widget on the dashboard. [[TracCloudGuideGlobalTasks|Click here for more information.]]
</div>
<hr>

<div class='collapsible'>Log In/Out</div><div class="mw-collapsible mw-collapsed">
 
[[File:4883583.png|800px]]
 
* Allow user to create student when not found in Log in Lookup
::If a student record isn’t found based on the ID entered on the Log Listing, staff members can be given the ability to immediately create a new account for the student they’re logging in. This is generally not recommended as it can lead to duplicate students being created if someone was entering the wrong identifier in the first place.
::[[File:46k5756k67k6j.png|500px]] 

* Show KIOSK for Generic All Profiles option
::This adds an additional Kiosk option for these users that allows students to login to any Profile's center from the same Kiosk. 

* Lock all KIOSKs and Log Listings to IP Zone for this Group
::This option allows you to restrict [[TracCloudGuideBasicsVisits|kiosk/log listing]] access based on IP address. You can define IP address zones or simply an "On Campus" IP address in [[TracCloud:_Campus_IP_Address_Blocks|system preferences]]. The default value of blank will not restrict access based on IP. 

* Allow user to log resources in and out
::This allows these staff members to log [[TracCloudGuideBasicsResources|resources]] in/out via a “Log Resource” button within the “Other” tab in the navigation bar. 

* Allow user to view what resource the student has logged out
::This allows staff members in this profile view [[TracCloudGuideBasicsResources|resources]] that students have logged out. 

* Allow consultant to login for work at their main menu
::Provides consultant accounts the ability to login for [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)|work visits]] from the dashboard. This will appear as a clock icon in the navigation bar where they can initiate or conclude their work visit without going through the log listing or a kiosk. 

* Hide 'Is Work' for Quick Visits / Visit Entry
::If enabled, these users will not be allowed to create quick work visits. Work visits must be recorded by logging in and logging out. 

* Allow consultant to login for work on KIOSK where the user logged in is themself
::By default, staff members are not allowed to login for work visits on kiosks that they initiate. If this option is enabled, that restriction is lifted, allowing them to login for work on their own kiosks/log listings. 

* Allow staff to view work visits on schedule
::If enabled, users in this group can view work time on the staff schedule, visualized as a red line overlaying the schedule. This can be restricted to only their own work visits, or all.
::[[File:5696989.png|500px]] 

* Log In to Work: On/Off Campus Restriction
::Both of these options allow you to restrict whether or not this user can start a work visit from their dashboard depending on their IP address. After you designate an on campus IP address in your [[TracCloud:_Campus_IP_Address_Blocks|system preferences]], you can set these preferences to one of 4 values:
:::No Restriction - No additional restrictions regardless of IP.
:::Only with Appointments - Can only login for work during an appointment or drop-in availability time, with the allowed login window being determined by No sooner than x minutes before appointment starts and No later than x minutes after appointment starts.
:::Only with Appointments and Availabilities - Same as above, but also including availabilities in general. This is typically used if consultants are available for drop-in if their availabilities are not booked.
:::Only with Appointments same modality ('Off Campus' only) - Same as above, but only if the appointment or drop-in availability is online.
:::Appointments/Availability same Modality ('Off Campus' only) - Same to above, additionally including any availabilities even if unbooked.
:::Not Allowed - Block work visit login entirely for that IP zone.

</div>
<hr>

<div class='collapsible'>Admin / Modules</div><div class="mw-collapsible mw-collapsed">
 
[[File:2105468.png|800px]]
 
* Table Access
::This primarily determines which Listings these staff members can access. For example, you could entirely prevent a group from accessing the student listing, course listing, etc. Each table can be set to a different access level:
::{{#fas:pen-to-square}} View Listing and Edit provides full access to this listing, along with editing permissions.
::{{#fas:magnifying-glass}} View Listing (No Edit) means that these staff can view the Listing page and the records within it, but can't save any changes.
::{{#fas:id-card}} Edit (No Listing) allows staff to edit records, but not browse the Listing page. A common example here would be Course Lists, where Consultants may be able to edit their own Course List, but you don't want them browsing to or editing others.
::{{#far:eye}} View Entry (No Listing) will prevent users from accessing the Listing or applying changes to individual records, but they are allowed to view individual records if provided a link.
::[[File:G4557k57k5j4h54g.png|450px]] 

* Custom Views
::[[TracCloudGuideListingsViews|Custom listing views]] can be shared to groups, allowing staff in this group to select these alternate views when needed.
::{{#far:square}} Normal View will be available to switch to from that listing, but will not be the default.
::{{#fas:clipboard-list}} Default View - will be the default when these staff members open the listing, but they can still switch to other views (or standard).
::{{#fas:minimize}} Only this View will be the only view this group can see for the related listing, they will not be allowed to switch to other views. 

* Limit users to certain custom fields
::By default, staff can access all [[TracCloud:_Custom_Fields|custom fields]] for the records they have access to. E.g., if they have access to view and edit appointments, they can view and edit appointment custom fields. By checking this box, you can pick and choose which custom fields they can access and individually provide view or view and edit permissions. 

* Custom Searches
::Custom [[TracCloudGuideListingsSavedSearches|Saved Searches]] can be saved and shared to groups. 

* Allow user to access reports
::This enables or disables access to reports. Some reports are restricted to certain User Levels independent of group, [[TracCloudNewsUserLevel|click here for more information.]] Choose the specific reports that users in this group can generate using the menu below. 

* Allow user to access payroll reports
::This enables or disables access to payroll reports specifically. The above option also needs to be enabled for a staff member to view these reports. These reports are also only available to users designated as "Profile Admin" or higher. 

Module Options 
[[File:9765y57k567l5.png|800px]]
 

* [ [[TracCloudST|SurveyTrac]] ] SurveyTrac Access
::Controls which surveys these accounts have access to. 

* [ [[TracCloudSAGE|SAGE]] ] Allow user to view referrals on Dashboard
::Adds a Referrals tab on the Dashboard providing quick access to referrals assigned to themselves, including information such as the Type, Date created, Date Followed-up, and Date Processed. 

* [ [[TracCloudSAGE|SAGE]] ] User may view which referrals
::This option allows you to choose whether staff members can view all referrals or exclusively referrals they personally created. 

* [ [[TracCloudSAGE|SAGE]] ] User may DELETE which referrals
::Choose which referrals staff in this group can delete. All, their own, or none. 

* [ [[TracCloudSAGE|SAGE]] ] Referral Type Access
::This determines which referrals these staff members can access. View and Edit allows this group to create, search for, and view referrals of this type. View (No Edit) allows this group to search for and view referrals but not create or modify. View & Edit (No Listing) allows this group to create referrals of this type, but not search for or view them. 

* [ [[TracCloudQ2|Q2]] ] Q2 Module Group Access
::This determines which Q2 Configs these staff members can access. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to view and edit the student field ‘Receive Text Alerts’
::This option gives staff in this group the ability to enable or disable text alerts for students from the student’s profile. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to send SMS messages to students
::This option provides staff the ability to send students messages directly, either from the Log Listing or the Student’s Profile under the “Actions” tab. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to send SMS messages to staff
::Just like students, staff can also be sent SMS messages from their profile via the “Actions” tab. This option determines whether or not this option is available for staff in this group. 
</div>
<hr>

<div class='collapsible'>Restrictions</div><div class="mw-collapsible mw-collapsed">
 
[[File:5197122.png|800px]]
 
* [Prevent user from] Viewing Scheduler widget
::If checked, these users will not be able to access [[TracCloud:_Search_Availability_Options|search availability widgets]]. 

* [Prevent user from] Creating Online/Phone/Asynchronous Availabilities
::By checking any of these boxes, users in this group will no longer be allowed to create availabilities of that modality. In-person is always allowed. 

* [Prevent user from] Viewing Attendance menu
::If checked, these users will not be able to access the "Attendance" menu in the navigation bar, including utilities such as kiosks, log listings, batch visits, etc. 

* [Prevent user from] Creating Staff Records
::If checked, these staff members will not be able to create additional staff accounts. 

* [Prevent user from] Editing Staff/Student Passwords
::If checked, these users will not be allowed to set new passwords for students/staff. 

* Prevent User Viewing Grades
::If checked, these users will be unable to view the grade field in [[TracCloudGuideListingsRegistrations|registration records]]. 

* [Disable] Notifications
::By default, staff will receive notifications about visits, appointments, [[TracCloudGuideGlobalTasks|tasks]], [[TracCloudGuideListingsApptRequest|outstanding appointment requests]], and more in a bell icon in their navigation bar. This box can be checked to disable this feature for staff in this group.
::[[File:9140618.png|400px]] 

* [Disable] Student Timeline Emails Option/Extra Details/Appt Searches
::If this group has access to student records, the student timeline can display email history, extra details (canceled/missed appointments, exact login/out times), and appointment searches. These options can be checked to block access to those details. 

* Override Required Field Validation (SysAdmin only)
::If checked, SysAdmins will be allowed to save records without filling out required fields (standard or custom fields). This option can only be enabled in the SysAdmin group.
</div>
<hr>
==Add existing group==
If you already have a group assigned to another profile (or no profile at all) that you want to provide profile access to, you can use the "Add existing group" utility. This allows us to provide staff members assigned to that group the ability to schedule and manage visits in centers outside of their own profile.
 
To accomplish this, click the hamburger icon again, and choose “Add Existing Group.” Next, select the group you want to add, which adds it to the list of groups. When clicking on this group (that still primarily exists in another profile), we’re given a restricted set of options, as it’s only displaying options relevant to this secondary profile.
 
[[File:4i57h4g56uj5.png|500px]]
 
[[File:4356i786juyhtg.png|700px]]
 
* Group Name
::Changing the name here will also change its name in the primary profile. 

* Profile
::This shows the primary profile this group is assigned. 

* Scheduling and Visits access
::This is exactly the same as assigning center permissions in standard groups. This controls which centers staff members can view/edit visits and schedules in.

[[Category:TracCloud Manual]]
</div>

TracCloud: Permission Groups

2026-05-07T15:17:00Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
<div class="categoryDynamic">
{{TracCloudGuideProfileTOC}}
</div>
<div class="pageTitle">Groups</div>

Permission groups determine what kind of access your staff have to various elements of TracCloud. Each group represents a set of permissions. Do you want this group to access the [[TracCloud:_Schedule_Management|schedule]]? Which [[TracCloudGuideProfileCenters|centers]]? Can they create students? Can they manage [[TracCloudGuideBasicsResources|resources]]? These options and many more are available to modify in your permission groups. 

From a profile perspective, this tab displays the groups assigned to the profile, allowing you to manage your staff permissions to ensure they only have the information they need, and nothing more. Groups can also be managed from their own dedicated list by going to Other > Other Options > Groups.
 
[[File:Oinwouig3ng2482y5.png|800px]]
 
We can create a new, or add an existing permission group to the profile by clicking the hamburger icon. New group will prompt us to choose a name and which profile it’s assigned to. After saving, you will be brought to the settings menu where we can configure the permissions of this group.
 
[[File:3t2yu3546j4j634.png|400px]] 

Within each permission group, you will find multiple tabs to categorize different types of preferences. Details on each of these tabs and the preferences within can be found below.

[[File:5617519.png|800px]]

<hr>

<div class='collapsible'>Center Access</div><div class="mw-collapsible mw-collapsed">
 
[[File:4777554.png|800px]]
 
* Color/Icon Code
::Some of these options have multiple permissions based on the icon selected for each field. Click on the icon to cycle through the available options. The key for what each icon represents is within the preference name. For example, “Scheduling: View Sched and Edit All or View Sched…” in the screenshot below.
::[[File:6766l3875lk57.png|500px]] 

* Scheduling
::These are the center schedules that staff assigned to this group can view/manage.

{| class="wikitable"
|+ Schedule Access Options
|-
| || View Staff Schedule || Edit Appts on Staff Schedule || Edit Avails on Staff Schedule || Book Avail on Dashboard
|-
| {{#fas:pen-to-square}} View Sched and Edit All || {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#fas:circle}} Yes
|-
| {{#fas:eye}} View Sched - Edit Avail || {{#fas:circle}} Yes || {{#far:circle}} No || {{#fas:circle}} Yes || {{#far:circle}} No
|-
| {{#fas:magnifying-glass}} Search Availability Only || {{#far:circle}} No || {{#far:circle}} No || {{#far:circle}} No || {{#fas:circle}} Yes
|-
| {{#fas:calendar-minus}} View Sched - No Edits || {{#fas:circle}} Yes || {{#far:circle}} No || {{#far:circle}} No || {{#far:circle}} No
|-
| {{#fas:calendar-plus}} View Sched - Edit Appt|| {{#fas:circle}} Yes || {{#fas:circle}} Yes || {{#far:circle}} No || {{#fas:circle}} Yes
|}
 

* Only access own schedule
::Restrict consultants in this group to only being able to access their personal calendar (for the centers they’re assigned to). This also applies to which appointments they can view on the [[TracCloudGuideListingsAppts|Appointments Listing]], if that access is provided via table access. 

* Prevent create new appointments
::Prevents users in this group from creating new appointments, independent of the center view/edit choice. 

* Viewing, Logging, Reporting Visits
::This determines which centers the staff in this group can view or record visits in. The View Visit - Hide Notes access option can be used to restrict this group from viewing or editing the notes field in visit records. 

* Show the Center Status Tab on Main Menu
::The Center Status tab appears on the staff main menu and provides a brief summary of visit/appointment totals as well as how many students are waiting in each of your centers. This checkbox enables or disables this feature for staff in this group.
::[[File:G423h35j34j553.png|400px]] 

* Lists
::You can choose which [[TracCloudGuideGlobalLists|student lists]] this user group can view/edit. Just as with the center options, we can change the color of the squares to determine their level of access to each list (only search or search and edit). 

* Task Types
::Which [[TracCloudGuideGlobalTasks|task types]] can this staff member view? 

* Notification Types
::Which [[TracCloudGuideGlobalNotifications|notification types]] can this staff member view? 

* Document Types
::Which [[TracCloudGuideGlobalDocs|document types]] can this staff member view/edit? Editing permissions are required in order to upload documents. 

* Allow dashboard document upload
::If enabled, staff in this group can upload documents to their account via a widget on the dashboard.
</div>
<hr>

<div class='collapsible'>User List</div><div class="mw-collapsible mw-collapsed">
 
[[File:Hj46j4j4464634hg3.png|800px]]
 
The User List contains all staff accounts that have been assigned to this profile. At a glance, we can see their name, email, and phone, but we can also click the entry to start editing their staff profile. We’ll go into more detail on this process in another article. 

* Move Selected Users to...
::Allows you to easily select and move staff members to another permission group. 

* Delete Selected User(s)
::Allows you to quickly select and delete staff members.
</div>
<hr>

<div class='collapsible'>Scheduling</div><div class="mw-collapsible mw-collapsed">
 
[[File:7927738.png|800px]]
 

* Show Consultant Location on Day Schedule
::Displays the consultant’s location beneath their name on the day schedule view.
::[[File:4u365j46k4jh4gf334.png|400px]] 

* Show which student contact field on Schedule
::Displays the student’s email or phone number in the top-left corner of appointments.
::[[File:35j46k4j6h54h433.png|400px]] 

* Allow user to override any scheduling rules
::If this is checked, staff in this group will be able to bypass [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks|scheduling restrictions]] to book appointments for students regardless of the scheduling rules in place. A warning will still display notifying the user that they are booking beyond what a max appointment rule allows. 

* Allow user to pick repeating schedule dates
::If checked, users in this group can modify the included dates when booking a recurring appointment for a student.
::[[File:7172443.png|350px]] [[File:5959270.png|450px]]
 

* If this is a consultant, do not cause one on one availabilities to be converted to drop in on search results
::If the [[TracCloudGuideGlobalSearchAvail|related global preference]] to convert unbooked 1-on-1s to drop-ins is enabled, this checkbox makes the consultants in this group an exception. These consultants will no longer have their availabilities converted to drop-ins, their availabilities will simply disappear from the available time slots when the [[TracCloudGuideProfilePrefsSchedule|schedule no later than]] threshold is reached. 

* Allow user to generate a dynamic search appointment QR Code based on an existing search appointment link
::If enabled, users in this group will be allowed to create dynamic QR codes for custom appointment links. More information on this feature can be found in the [[TracCloudGuideProfilePrefsSchedule|scheduling prefs]] article. 

* Only allow links for self
::Continuing from the option above, this option prevents consultants in this group from creating availability links for other consultant's schedules. 

* Only allow saving changes to own availabilities
::If checked, even if consultants in this group have edit access for an entire center, they will only be able to save changes to their own availabilities.

* Only allow saving changes to own appointments
::Same as above, but in relation to appointment records instead.

</div>
<hr>

<div class='collapsible'>Student / Visit</div><div class="mw-collapsible mw-collapsed">
 
[[File:1761507.png|800px]]
 
Student Access Preferences

* View/Edit Student using form [Standard/Brief]
::This option affects what fields are visible in the General > Info tab of student profiles. "Standard" allows these staff members view student profiles as usual, with access to every field (based on [[TracCloudGuideGlobalStudentFields|global preferences]] and the options below). While “Brief” limits access to only a handful of fields, as seen in the comparison below.
::[[File:43j46k578l667.png|600px]] 

* Allow user (non admins) to create student records
::By default, only staff assigned to the Profile Admin [[TracCloud:_Staff_User_Level|user level]] or higher are allowed to manually create student accounts. This option can be enabled to grant that permission to regular staff. 

* Allow user to delete student records [Standard Only]
::This determines if staff members in this group can delete student profiles. It is recommended to leave this unchecked for non-administrative groups. 

* Allow user to create prospective student requests
::Allows users in this group to create prospective student records from the students listing. Requires additional configuration in global settings, [[TracCloudProspectStudents|click here to learn more.]] 

* Prevent mass emailing from Student Listing
::This prevents these users from sending batch emails to multiple students at once. 

* Prevent Action Send Email to Single Student
::This prevents users from sending emails to individual students. 

* Hide [field] of student
::These options allow you to toggle certain fields on or off depending on what these users should have access to, such as IDs and phone numbers. Some of these are only available if the “View/Edit Student using form” option is set to “Brief.” 

* Show Student Flag Information (Flag Text)
::This enables a "Flag Information" text field in the "Other Info" tab of student profiles. If data is entered in that field, a grey flag icon will appear next to the student's name on the [[TracCloudGuideListingsStudents|students listing]]. 

* Hide [tab] of student
::These options allow you to disable the additional tabs in student profiles. The "Campus" tab contains some preset fields that have been enabled in [[TracCloudGuideGlobalStudentFields|Student Entry Choices under Global Preferences]], and the custom tabs can be renamed in that same menu. Other Info and all custom tabs exclusively contain [[TracCloudGuideGlobalCustom|custom fields]]. 

* Limit Student listings to the chosen list
::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists|student list]]. If a list is chosen, an addition option will be made available: Additionally Limit student listing only linked consultant. If that option is checked, then the consultants in this profile will further only be able to view students linked to them via [[TracCloud:_General_Profile_Options|'Linked Staff to Student.']] 

Visit Access Preferences
* Allow user to view student visit satisfaction & Allow user to view consultant visit satisfaction
::If visit satisfaction questions are enabled in your [[TracCloudGuideProfilePrefsLogInOut|profile's log in/out preferences]], these options allow you to control which groups can access the responses that were recorded. View and Edit allows this group to change the satisfaction rating for visits, while View only allows them to access what was previously saved. No Access hides these fields entirely in visit records. The visit satisfaction question will still appear during logout if View/No Access is selected, these options only affect concluded visit records. 

* Allow user to send notes to coach/advisor
::Provides these staff members the ability to initiate the [[TracCloudGuideProfilePrefsEmails|Visit Notes]] email from visit records, and enables automatic sending of the Visit Notes email if it's configured to do so in your [[TracCloudGuideProfilePrefsEmails|Profile Prefs]]. 

* Prevent log in/out from KIOSK and Log Listing
::If checked, these staff members will not be able to log students in/out on the [[TracCloudGuideBasicsVisits|Kiosk or Log Listing]] pages. 

* Allow user to save changes to visit records (and which visits)
::This controls whether or not these staff members can save changes to visit records. If enabled, you can specify if they can save changes to their own visits or all visits. 

* Allow user to delete visit records (and which visits)
::This determines if staff members in this group can delete visit records. If enabled, you can specify if they can delete their own visits or all visits. 

* Prevent user from accessing Batch Visits
::If checked, users in this group will be unable to record visits with the [[TracCloudGuideBasicsVisits|Batch Visits]] utility. 

* User may view which visits
::This determines if these staff members can view all visits, only their own, or none. 

* User may view which work visits
::Similar to student version of this option, but for [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)|work visits]] instead. 

* Show the Utilization Tab on Main Menu
::Enables the Utilization widget, allowing quick access to recent visits from the dashboard. Consultant accounts will also have the ability to quickly filter to only their own visits. All visit access permissions are still used, this does not provide additional privileges, only faster access to these records. 

* Show the Status Charts on Main Menu
::Enables access to Status Charts, essentially menu reports that you can run from the dashboard. [[TracCloudGuideGlobalDashCharts|Click here for more information on Status Charts.]] 

* Show the Watch Lists on Main Menu
::Allows access to the Watch Lists from the dashboard. This only displays the lists that this group has access to. [[TracCloudGuideGlobalLists#Creating_Watch_Lists|Click here for more information on Watch Lists.]] 

* Show the Tasks & Create Task on Main Menu
::Enables access to the Create Task widget on the dashboard. [[TracCloudGuideGlobalTasks|Click here for more information.]]
</div>
<hr>

<div class='collapsible'>Log In/Out</div><div class="mw-collapsible mw-collapsed">
 
[[File:4883583.png|800px]]
 
* Allow user to create student when not found in Log in Lookup
::If a student record isn’t found based on the ID entered on the Log Listing, staff members can be given the ability to immediately create a new account for the student they’re logging in. This is generally not recommended as it can lead to duplicate students being created if someone was entering the wrong identifier in the first place.
::[[File:46k5756k67k6j.png|500px]] 

* Show KIOSK for Generic All Profiles option
::This adds an additional Kiosk option for these users that allows students to login to any Profile's center from the same Kiosk. 

* Lock all KIOSKs and Log Listings to IP Zone for this Group
::This option allows you to restrict [[TracCloudGuideBasicsVisits|kiosk/log listing]] access based on IP address. You can define IP address zones or simply an "On Campus" IP address in [[TracCloud:_Campus_IP_Address_Blocks|system preferences]]. The default value of blank will not restrict access based on IP. 

* Allow user to log resources in and out
::This allows these staff members to log [[TracCloudGuideBasicsResources|resources]] in/out via a “Log Resource” button within the “Other” tab in the navigation bar. 

* Allow user to view what resource the student has logged out
::This allows staff members in this profile view [[TracCloudGuideBasicsResources|resources]] that students have logged out. 

* Allow consultant to login for work at their main menu
::Provides consultant accounts the ability to login for [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)|work visits]] from the dashboard. This will appear as a clock icon in the navigation bar where they can initiate or conclude their work visit without going through the log listing or a kiosk. 

* Hide 'Is Work' for Quick Visits / Visit Entry
::If enabled, these users will not be allowed to create quick work visits. Work visits must be recorded by logging in and logging out. 

* Allow consultant to login for work on KIOSK where the user logged in is themself
::By default, staff members are not allowed to login for work visits on kiosks that they initiate. If this option is enabled, that restriction is lifted, allowing them to login for work on their own kiosks/log listings. 

* Allow staff to view work visits on schedule
::If enabled, users in this group can view work time on the staff schedule, visualized as a red line overlaying the schedule. This can be restricted to only their own work visits, or all.
::[[File:5696989.png|500px]] 

* Log In to Work: On/Off Campus Restriction
::Both of these options allow you to restrict whether or not this user can start a work visit from their dashboard depending on their IP address. After you designate an on campus IP address in your [[TracCloud:_Campus_IP_Address_Blocks|system preferences]], you can set these preferences to one of 4 values:
:::No Restriction - No additional restrictions regardless of IP.
:::Only with Appointments - Can only login for work during an appointment or drop-in availability time, with the allowed login window being determined by No sooner than x minutes before appointment starts and No later than x minutes after appointment starts.
:::Only with Appointments and Availabilities - Same as above, but also including availabilities in general. This is typically used if consultants are available for drop-in if their availabilities are not booked.
:::Only with Appointments same modality ('Off Campus' only) - Same as above, but only if the appointment or drop-in availability is online.
:::Appointments/Availability same Modality ('Off Campus' only) - Same to above, additionally including any availabilities even if unbooked.
:::Not Allowed - Block work visit login entirely for that IP zone.

</div>
<hr>

<div class='collapsible'>Admin / Modules</div><div class="mw-collapsible mw-collapsed">
 
[[File:2105468.png|800px]]
 
* Table Access
::This primarily determines which Listings these staff members can access. For example, you could entirely prevent a group from accessing the student listing, course listing, etc. Each table can be set to a different access level:
::{{#fas:pen-to-square}} View Listing and Edit provides full access to this listing, along with editing permissions.
::{{#fas:magnifying-glass}} View Listing (No Edit) means that these staff can view the Listing page and the records within it, but can't save any changes.
::{{#fas:id-card}} Edit (No Listing) allows staff to edit records, but not browse the Listing page. A common example here would be Course Lists, where Consultants may be able to edit their own Course List, but you don't want them browsing to or editing others.
::{{#far:eye}} View Entry (No Listing) will prevent users from accessing the Listing or applying changes to individual records, but they are allowed to view individual records if provided a link.
::[[File:G4557k57k5j4h54g.png|450px]] 

* Custom Views
::[[TracCloudGuideListingsViews|Custom listing views]] can be shared to groups, allowing staff in this group to select these alternate views when needed.
::{{#far:square}} Normal View will be available to switch to from that listing, but will not be the default.
::{{#fas:clipboard-list}} Default View - will be the default when these staff members open the listing, but they can still switch to other views (or standard).
::{{#fas:minimize}} Only this View will be the only view this group can see for the related listing, they will not be allowed to switch to other views. 

* Limit users to certain custom fields
::By default, staff can access all [[TracCloud:_Custom_Fields|custom fields]] for the records they have access to. E.g., if they have access to view and edit appointments, they can view and edit appointment custom fields. By checking this box, you can pick and choose which custom fields they can access and individually provide view or view and edit permissions. 

* Custom Searches
::Custom [[TracCloudGuideListingsSavedSearches|Saved Searches]] can be saved and shared to groups. 

* Allow user to access reports
::This enables or disables access to reports. Some reports are restricted to certain User Levels independent of group, [[TracCloudNewsUserLevel|click here for more information.]] Choose the specific reports that users in this group can generate using the menu below. 

* Allow user to access payroll reports
::This enables or disables access to payroll reports specifically. The above option also needs to be enabled for a staff member to view these reports. These reports are also only available to users designated as "Profile Admin" or higher. 

Module Options 
[[File:9765y57k567l5.png|800px]]
 

* [ [[TracCloudST|SurveyTrac]] ] SurveyTrac Access
::Controls which surveys these accounts have access to. 

* [ [[TracCloudSAGE|SAGE]] ] Allow user to view referrals on Dashboard
::Adds a Referrals tab on the Dashboard providing quick access to referrals assigned to themselves, including information such as the Type, Date created, Date Followed-up, and Date Processed. 

* [ [[TracCloudSAGE|SAGE]] ] User may view which referrals
::This option allows you to choose whether staff members can view all referrals or exclusively referrals they personally created. 

* [ [[TracCloudSAGE|SAGE]] ] User may DELETE which referrals
::Choose which referrals staff in this group can delete. All, their own, or none. 

* [ [[TracCloudSAGE|SAGE]] ] Referral Type Access
::This determines which referrals these staff members can access. View and Edit allows this group to create, search for, and view referrals of this type. View (No Edit) allows this group to search for and view referrals but not create or modify. View & Edit (No Listing) allows this group to create referrals of this type, but not search for or view them. 

* [ [[TracCloudQ2|Q2]] ] Q2 Module Group Access
::This determines which Q2 Configs these staff members can access. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to view and edit the student field ‘Receive Text Alerts’
::This option gives staff in this group the ability to enable or disable text alerts for students from the student’s profile. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to send SMS messages to students
::This option provides staff the ability to send students messages directly, either from the Log Listing or the Student’s Profile under the “Actions” tab. 

* [ [[TracCloud:_TextAlerts|Text Alerts]] ] Allow user to send SMS messages to staff
::Just like students, staff can also be sent SMS messages from their profile via the “Actions” tab. This option determines whether or not this option is available for staff in this group. 
</div>
<hr>

<div class='collapsible'>Restrictions</div><div class="mw-collapsible mw-collapsed">
 
[[File:5197122.png|800px]]
 
* [Prevent user from] Viewing Scheduler widget
::If checked, these users will not be able to access [[TracCloud:_Search_Availability_Options|search availability widgets]]. 

* [Prevent user from] Creating Online/Phone/Asynchronous Availabilities
::By checking any of these boxes, users in this group will no longer be allowed to create availabilities of that modality. In-person is always allowed. 

* Prevent User from Viewing Attendance menu
::If checked, these users will not be able to access the "Attendance" menu in the navigation bar, including utilities such as kiosks, log listings, batch visits, etc. 

* Prevent User from Creating Staff Records
::If checked, these staff members will not be able to create additional staff accounts. 

* Prevent User from Editing Staff/Student Passwords
::If checked, these users will not be allowed to set new passwords for students/staff. 

* Prevent User Viewing Grades
::If checked, these users will be unable to view the grade field in [[TracCloudGuideListingsRegistrations|registration records]]. 

* Disable Notifications
::By default, staff will receive notifications about visits, appointments, [[TracCloudGuideGlobalTasks|tasks]], [[TracCloudGuideListingsApptRequest|outstanding appointment requests]], and more in a bell icon in their navigation bar. This box can be checked to disable this feature for staff in this group.
::[[File:9140618.png|400px]] 

* Disable Student Timeline Emails Option/Extra Details/Appt Searches
::If this group has access to student records, the student timeline can display email history, extra details (canceled/missed appointments, exact login/out times), and appointment searches. These options can be checked to block access to those details. 

* Override Required Field Validation (SysAdmin only)
::If checked, SysAdmins will be allowed to save records without filling out required fields (standard or custom fields). This option can only be enabled in the SysAdmin group.
</div>
<hr>
==Add existing group==
If you already have a group assigned to another profile (or no profile at all) that you want to provide profile access to, you can use the "Add existing group" utility. This allows us to provide staff members assigned to that group the ability to schedule and manage visits in centers outside of their own profile.
 
To accomplish this, click the hamburger icon again, and choose “Add Existing Group.” Next, select the group you want to add, which adds it to the list of groups. When clicking on this group (that still primarily exists in another profile), we’re given a restricted set of options, as it’s only displaying options relevant to this secondary profile.
 
[[File:4i57h4g56uj5.png|500px]]
 
[[File:4356i786juyhtg.png|700px]]
 
* Group Name
::Changing the name here will also change its name in the primary profile. 

* Profile
::This shows the primary profile this group is assigned. 

* Scheduling and Visits access
::This is exactly the same as assigning center permissions in standard groups. This controls which centers staff members can view/edit visits and schedules in.

[[Category:TracCloud Manual]]
</div>

File:5197122.png

2026-05-07T15:15:23Z

Redrock: Redrock uploaded a new version of File:5197122.png

8674761

TracCloud: Schedule Management

2026-05-07T15:08:28Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
<div class="categoryDynamic">
{{TracCloudGuideBasicsTOC}}
</div>
<div class="pageTitle">Schedule Management</div>

The TracCloud schedule is where you can create and manage your [[TracCloudGuideProfileStaff|consultant]]’s availabilities. The availability blocks created here will appear when staff or students are searching for appointments based on the criteria chosen during the search process. This article will walk you through how to utilize these features, from creating availabilities to booking appointments. 

The schedule can be reached by clicking the “Schedule” button at the top of the dashboard. Click the "Expand" options below to view more information on different parts of the schedule management process.

<hr>

<div class='collapsible'>Navigating the Staff Schedule</div><div class="mw-collapsible mw-collapsed"> 
Navigating the staff schedule is a crucial part of managing your Trac System if you host appointment-based sessions. This is where you can create new availabilities/time slots, review past and future appointments, and even book new appointments on behalf of students.
[[File:4062955.png|900px]]
 
Starting at the top of the schedule view, you'll find options for changing your date range and selected consultant. The date field can be clicked on so that you can select a specific day or week (depending on your current consultant selection), and you can cycle through past/upcoming dates using the arrow buttons. The "Today" button will always take you to the current date. 

Following this is the [[TracCloudGuideProfileStaff|consultant]] menu. Your consultants will be grouped by the [[TracCloudGuideProfileCenters|centers]] they're assigned to (or profiles then centers for systems with 5+ profiles). Selecting an individual consultant will display their schedule for the selected week. You can alternatively select "All of this center" to view all of your consultant schedules for a single day. This option also allows you to hide unavailable consultants with a checkbox along the schedule settings bar. You can also choose your selected center, which applies to both the "all of this center" view as well as individual consultants who work across multiple centers.

[[File:2492377.png|440px]] [[File:4782273.png|440px]] 

Next, you will find your Schedule Display Options. These can be used to change your visible time on the calendar, as well as hide certain record types. Changes made here will only affect your own account, and only in your current browser session. The {{#fas:calendar-days}} icon indicates whether or not you have the ability to modify availabilities, and the {{#far:calendar-check}} icon indicates the same for appointments. Consultant accounts can also see a {{#fas:user}} button, which will return them to their personal calendar.

[[File:4613107.png|400px]] 

Lastly, the "All of this center" view also has a search field in the top bar, allowing you to filter by consultant names or the location field [[TracCloud:_Staff_and_Consultants|in consultant records]]. Preceding your search with "=" will look for an exact match. E.g., "red" will return "red" and "redrock", but "=red" will only return "red." You can also search for multiple values with commas (when not using '='), such as "dave,jane" to return both Dave and Jane's schedules. The latter is commonly used if you need to click-and-drag an appointment between their calendars.
</div>
<hr>

<div class='collapsible'>Creating Availabilities / 1-on-1, group, and drop-in</div><div class="mw-collapsible mw-collapsed"> 
After selecting the consultant you want to create an availability for, click-and-drag to begin creating an availability block in an open space on their schedule. Before you let go of left-click, tapping the 'a' key on your keyboard will cycle through different options. Adhoc appointments (white), reserve blocks (red), and standard availabilities (green). Standard availability is what you'll want to select to create a new time slot on your consultant schedule. 

[[File:Y43u5j3j425jh23h.png|400px]] 

Once you release left-click, you will be brought to the availability entry window where you can configure the time slot. 

[[File:6132639.png|600px]] 

In the top-right corner of the availability, you can choose the block type. Availability is a regular availability linked to a single center. A Stacked Availability can be linked to multiple centers, essentially allowing you to create multiple overlapping availabilities at the same time. When stacking an availability, you can choose which fields are ignored and not shared between stacked blocks. For example, you can ignore the Meeting Type field so that the Learning Center block can be online and the Writing Center block can be in-person, otherwise non-ignored options will be shared across the entire stack. Reserve Blocks are covered further into this article. 

[[TracCloudGuideListingsSections|Subject]] and [[TracCloudGuideProfileReasons|Reason]] allow you to restrict what this time slot can be utilized for. If left blank, which is a typical choice, the consultant and center course lists will be used. If you wanted to restrict the availability to a specific subject, you can select it from the search menu, or use a wildcard entry (such as "MATH*" for all sections that start with "MATH) or a course list if your preferences allow it. 

The following option, Meeting Type, determines if this is a remote/online availability, in-person, or asynchronous. The latter option will be covered in the next portion of this wiki article. Depending on which option you choose, additional Location fields will be made available. In-person availabilities may be assigned to a specific room or building number, while online sessions will be assigned a specific online invite link. That link can be the consultant's specific invite link from [[TracCloudGuideProfileStaff|their account]], a breakout room, or a new invite can be copy/pasted directly into the "Online URL" field. Students can join these online appointments from their dashboard, as TracCloud will provide a hyperlink to them at the appointment start time. 

The Max Students option determines the availability type. 0 would be a drop-in event, 1 is a one-on-one meeting, and 2 or more would be a multi-person group. 

The date range and days of the week fields allow you to determine how this availability will repeat going forward. By default, just the one day you created the block on will be active, however, you can push the “To” date farther out and deselect the days of the week that this availability shouldn’t be active for to create a schedule such as “Every Monday, Tuesday, and Friday until May 30th.” 

Increments and Breaks control how the block is split into different times. If you create a 5-hour block on the schedule, setting the Increments to 60 minutes will split that into 5 1-hour blocks instead. Breaks allow you to schedule breaks for your consultants in-between appointments. For example, you could set Increments to 55 and Breaks to 5 to give your consultants 5-minute breaks in between their 55-minute appointments. The minimum increment length is 10 minutes. 

Override Missed Status allows you to choose a different status for students that miss this appointment compared to your [[TracCloud:_Emails|profile configuration]]. Only allow/Block these on the other hand allows you to restrict who is allowed to see this appointment based on [[TracCloud:_Student_Lists|student lists]]. If no lists are chosen in either field, there will be no restriction.

Allow student recurring makes it possible for students to book this recurring availability even if your profile is configured to prevent students from booking recurring appointments.

Overrides will show you gaps in the series. For example, if you have an availability that repeats for some time, but a block in that series is removed (maybe the consultant isn't available that week or their time changes on that one day), that will appear as an override date for the rest of the series. An availability can also be manually overridden if you want to make changes to it independently from the rest of the series by clicking the {{#fas:minimize}} button as seen in the screenshot below.
::[[File:9515945.png|600px]] 

[[TracCloud:_Documents|Documents]] can be uploaded to the availability, which will automatically be carried through to booked appointments so that students can access them. 

Notes is an internal notes field for staff to share information about this availability with each other. This field is not shown to students, and can be used for any purpose. 

Group sessions also offer a couple of unique settings for your availabilities, detailed below.

* Group Slot Restriction
::This determines what subject students can book compared to the first student's selection. Any Subject means that one student could book for MATH100, and another for ACTG100, any subject is allowed (within consultant and center specialties). Same Subject means that one student could book for MATH100 01, and another for MATH100 02, but not for MATH200. Both Same Subject and Instructor and Same Section can be used to be more strict as needed. 

* First booked appt determines online / in person for that time slot on that day
::This option only appears if the availability offers both in-person and online meeting types. If checked, the first student who books the appointment decides if it will take replace in-person or online. Otherwise, each individual student can independently select online/in-person for a hybrid environment. This option only appears if [[TracCloudGuideProfilePrefsSchedule|"Allow group online/in-person per time slot determined by first person that day and time" is enabled in your profile schedule prefs.]] 

* Group Slot Skill Locks
::If enabled in [[TracCloud:_Scheduling_Preferences|scheduling prefs]], {{#lst::TracCloud:_Scheduling_Preferences|skillLockDesc}} 

Click “Save” once you’re happy with the availability configuration.
</div>
<hr>

<div class='collapsible'>Asynchronous Availabilities / Document sharing & asynchronous messaging</div><div class="mw-collapsible mw-collapsed"> 
Asynchronous is an additional meeting type available for availabilities. These are created like normal availabilities, but appointments are held asynchronously. A text chat will be provided for a student and consultant to communicate with each other, and documents can be uploaded to the appointment for each user to download and review. This functionality must be enabled in your profile before it can be used, go to Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Allow availabilities to be asynchronous 

This meeting type can be selected just like In-Person or Online, and can be combined with those meeting types to give students more choices when booking appointments.

[[File:7515788.png|600px]] 

Asynchronous availabilities are shown on the schedule view as a purple box with a {{#far:comments}} icon. Students will see the same color in their availability searches.

[[File:2401863.png|400px]] 

[[File:7491176.png|600px]] 

After the appointment has been booked, you will notice a couple differences compared to standard appointments. The Status field now only contains "In Progress" and "Concluded" plus a missed and two canceled statuses, as standard synchronous statuses no longer apply. An additional Messages tab has also been added, which will contain all communications between the consultant and the student. 

[[File:1127095.png|600px]] 

Students and consultants will primarily be communicating and managing the session from the dashboard. This will display all "In Progress" asynchronous sessions that you (a consultant or student) are a part of. Clicking "Show Previous Concluded" will let you review past asynchronous sessions, download documents, or even reopen the session if needed. The "Asynchronous Communications" phrasing in the title of this widget can be overridden in your [[TracCloud:_System_Preferences|system preferences]]. 

[[File:6417001.png|400px]] 

Clicking on one of these entries will open the appointment record with two tabs available. Appointment Information contains the current status of the appointment, any [[TracCloudGuideGlobalCustom|custom fields]], as well as uploaded documents. Messages (pictured below) shows the current discussion between the student and their consultant, along with a log of document uploads/deletions. Either party can conclude or reopen the session at any time with the button in the lower-right corner. 

[[File:7156891.png|600px]] 
</div>
<hr>

<div class='collapsible'>Reserve Blocks / Prevent booking and cancel appointments</div><div class="mw-collapsible mw-collapsed"> 
Reserve Blocks can be created over existing availabilities and appointments, to prevent booking and automatically cancel conflicting appointments. This is typically used for holiday breaks, sick days, or to block off specific times of the day when a consultant will not be available. 

There are two ways to create a reserve block. You can click-and-drag an availability as usual, then tap the 'a' key to cycle to a reserve block, or create a normal availability then change the block type to "Reserve Block" in the top-right corner. 

[[File:7288779.png|400px]] [[File:5861695.png|400px]] 

Once you've started creating your reserve block, you will find a few options that don't exist in normal availabilities which have been detailed below. If only one center is chosen, the block will only apply to availabilities in that one center. 

[[File:9957871.png|600px]] 

* All Staff this Center is used to create a block for all consultants across your selected center, rather than exclusively for the consultant account that you had originally selected.

* All Staff for All Centers goes beyond what the "this center" option does, placing this block on all consultant schedules across all centers.

* Show on schedule as meeting will change how this block visually displays on the schedule and will be shared to the consultant's calendar via the "Calendar URL" button on the staff dashboard. This does not have an effect on blocking availabilities or cancelling appointments, that functionality will be the same regardless of if this is checked.

* Do NOT Cancel any intersecting appointments will prevent overlapping/conflicting appointments from being automatically canceled when this block is saved, which is otherwise the default behavior of reserve blocks.

* Description can be used to record why this reserve block exits. For example, "Time off for holiday."

* Status will apply to all overlapping appointments. For example, "Canceled - Holiday" to differentiate these cancellations when running reports. If this field is left blank, a generic "Canceled" status will be used instead. 

The rest of the reserve block is created like a standard availability, set the time and days that should be blocked, then click "Save" to add it to the schedule. 

[[File:3436868.png|800px]] 

A Recurring reserve block can also be created, allowing you to pick and choose dates to apply the block on. To create reserve blocks with this method, the block must only be on one day and it must be a meeting block. If these conditions are met, you will see the following options.

[[File:9013949.png|600px]] 

* Recurring Meeting
::Choose if this block repeats on a daily, weekly, biweekly, or monthly basis.

* Recurs Until
::Choose the end date of the recurring series.

* Edit Dates
::Choose the dates to create reserve blocks on from the recurring schedule. After saving your dates and then saving the reserve block, TracCloud will create distinct reserve blocks on every date you chose on this screen.
::[[File:4526608.png|500px]]

</div>
<hr>

<div class='collapsible'>Booking Appointments</div><div class="mw-collapsible mw-collapsed"> 
Appointments can be booked from the staff schedule directly, or from the dashboard. The former can only be accessed by staff, while the latter can be accessed by both students and staff if their [[TracCloud:_Permission_Groups|permission group]] allows it. Regardless of which option is used, [[TracCloudGuideProfilePrefsEmails|emails]] will be sent out as usual and the records will appear in [[TracCloudReports|reports]] as expected.
<hr>
<big>Staff Schedule</big> 
From the staff schedule, there are 3 ways to book an appointment for a students, depending on what's easiest for that particular session. 

Ad-hoc appointments can be created by clicking-and-dragging (as if you're creating an availability), but before you let go of left-click, tap the 'a' key on your keyboard to cycle to the appointment option (white). After you let go, TracCloud will prompt you to choose a student before taking you to the appointment entry screen (detailed further into this article). 
[[File:7007810.png|500px]] 

Booking availabilities can be accomplished by clicking on the start time of the availability (group or 1-on-1) and searching for a student. After making your selection, you will be brought to the appointment entry screen. You can also click on the {{#far:calendar-plus}} icon to set a custom start and end time for your appointment. 
[[File:2414258.png|400px]] [[File:9079004.png|400px]] 

<hr>
<big>Dashboard</big> 

Both students and staff have access to the dashboard appointment search widget. The primary difference (aside from the appointment entry page itself) is that staff will need to select a student in the widget, while students do not since they're already logged in on their browser. The exact options available in this widget will be based on your [[TracCloudGuideProfilePrefsSchedule|profile preferences]] and [[TracCloudGuideGlobalSearchAvail|search availability widget settings]].

[[File:1163748.png|400px]] [[File:6162464.png|400px]] 

If “Choose a Date & Center” is selected ([[TracCloudGuideGlobalSearchAvail|or was made the default for your system]]), an additional window will appear after clicking "Search" to choose a center/profile, as well as the specific date of the appointment you want to book. The phrasing of text shown here is based on your [[TracCloudGuideGlobalSearchAvail|search availability widget settings]]. 

[[File:7483429.png|800px]] 

After searching, you will be brought to a results screen such as this, allowing you to view the time of the appointment, which center it takes place in, whether it’s a Group, 1 on 1, Drop-In, or Asynchronous time slot, and the consultant. The results will load one day at a time, more results can be loaded by clicking the “Load more for [the following day]” at the bottom of the screen. Clicking on the time slot will open the appointment entry window where you can book that time slot. 

[[File:2652554.png|800px]] 

<hr>
<big>Appointment Entry</big> 

After clicking on the availability that you want to book, the appointment entry screen where you can fill out [[TracCloudGuideGlobalCustom|custom fields]] and confirm your appointment will differ depending on if you're logged in as a staff or a student.

The student view is very restricted. The student can only edit fields that your system (or individual availability, depending on the field) allows to be edited. Student custom fields, meeting type, recurring status, and duration. 

[[File:3386821.png|700px]] 

The staff perspective shows all appointment fields, including status. 

[[File:6327021.png|700px]] 

Once the appointment is saved, appointment [[TracCloudGuideProfilePrefsEmails|confirmation emails]] (and [[TracCloudTA|SMS texts via TextAlerts]]) will be sent to both the student and consultant.
</div>
<hr>

<div class='collapsible'>Group Roster</div><div class="mw-collapsible mw-collapsed"> 

Group rosters are exclusive to group availabilities, where multiple appointments need to be viewed or managed at once. This utility offers several unique features compared to the 1-on-1 appointments seen directly on the staff schedule. To open the group roster, you can click on the {{#fas:user}} 0 / 0 icon on the availability block.

[[File:8623317.png|300px]] 

[[File:2505673.png|600px]] 

* {{#fas:lock}} / {{#fas:lock-open}}
::If a group is locked by a staff member, it cannot be found or booked in availability searches. This feature can be used if you want to reserve the remaining slots or to prevent further appointments at this time to provide more attention to a smaller roster. Staff can still book new appointments from the roster view even if it's locked. 

* Documents
::If a document is uploaded to the group roster, it will be linked to all appointments at that time. Students will be able to view this document in their appointment record if they have access to the chosen [[TracCloud:_Documents|document type]]. 

* Roster List
::In the center of the group roster, you'll see a list of students who have appointments at this time. This includes their name, reason, and subject.
::{{#far:square}} / {{#far:square-check}} / {{#fas:x}} / {{#far:square-minus}} indicates the status of the appointment, and can be clicked to quickly change the status to a different value.
:: {{#fas:right-to-bracket}} Not logged in / {{#fas:right-from-bracket}} Logged in at can be clicked to start or conclude the student's visit, similar to the functionality of the [[TracCloudGuideBasicsVisits|log listing]]. This feature can be disabled in [[TracCloud:_System_Preferences|system preferences]] (General Appointment Settings) if preferred.
:: {{#fas:pen-to-square}} will open the full appointment record for viewing or editing.
:: {{#fas:mobile-screen-button}} can be clicked to send a text message to the student if they're opted into SMS alerts. Requires the [[TracCloud:_TextAlerts|TextAlerts]] module.
:: {{#far:square}} / {{#fas:square-check}} can be clicked to select the appointments. This can be used alongside the "Send Email to" and "Add Notes to" options to only affect the selected records. 

* Add to Roster
::Click this button to search for and immediately book an appointment for a student. 

* Add Multiple
::This will open a new window where you can add students as a batch process. Search for and select students based on enrollments, name, or a list of IDs. When searching by enrollments, students will only appear if the consultant is assigned to that course in their [[TracCloudGuideBasicsCourses|course list]].
::[[File:1961752.png|600px]] 

* Mark All as Attended
::This will mark all appointments in the roster that don't already have a status as attended. 

* Send Email to
::Send an email to students in the roster. You can choose to send the email to all students, cancels, misses, attended appointments, or selected appointments. 

* Add Notes to
::This option can be used to enter notes in attended visits or appointment [[TracCloudGuideGlobalCustom|custom fields]], either based on status or the selected appointments. 

* Send Notes
::This option may be labelled differently depending on your profile preferences. Click this button to initiate the [[TracCloudGuideProfilePrefsEmails|Send Visits Notes to]] email for attended appointments.

</div>
<hr>

<div class='collapsible'>Moving Appointments</div><div class="mw-collapsible mw-collapsed"> 
If an appointments needs to be moved, you can either cancel the appointment and book it at a new time, or you can move the appointment record. There are two ways to accomplish this, both will send a new [[TracCloudGuideProfilePrefsEmails|confirmation email]] to the student and consultant informing them of this change. 

1. Click-and-drag the top-left corner of an appointment to move it to another time slot on the visible schedule. This can be done from an individual staff schedule or from the "all of this center" view. The latter also allows you to move an appointment to another consultant's schedule. 
[[File:2981685.png|700px]] 

2. The "Move" button within each appointment can be used to initiate an appointment search, just like on the dashboard. Click on the new time slot you want to book and save your changes. 
[[File:6215056.png|700px]] 
[[File:9024870.png|700px]]
</div>
<hr>

<div class='collapsible'>Availability Blocks Listing</div><div class="mw-collapsible mw-collapsed"> 

The Availability Listing can be viewed by going to Other > Listings > Availability Blocks. Access to this listing can be provided by adding "Availability Blocks" table access to a [[TracCloud:_Permission_Groups|permission group under 'Admin / Modules']]. This listing contains all availability records that you have permission to view, including the ability to make batch changes or simply search for and few individual records. The {{#fas:toggle-on}} icon shows if the availability is a reserve block or not. 

Each column of information displayed has a clickable header that will sort the listing accordingly. Clicking once sorts ascending, a second click will sort descending. 

[[File:7742610.png|800px]] 

Using the Search Bar on this screen, we can easily perform quick searches to find specific availability records. Right clicking in the search bar (shown below) will provide a list of availability fields to search by, click any of these to auto-fill the search bar. 

<div style="float: left; margin-right: 2em; margin-bottom: 1em">
[[File:9435329.png|300px]]
</div>

Example Searches:

* Find an availability by a single value, such as the consultant's name.
:::Staff.LastFirst="Smith, Dave" 

* Search multiple fields at once, separate your searches by a space. If a value you're searching for contains a space, make sure to surround the value with quotes like with the consultant's name below.
:::Staff.LastFirst="Smith, Dave" AvailBlocks.isOnline=1 

* Date searches such as this are required to be formatted as YYYY-MM-DD.
:::#sql:FromDate#=2024-04-16 

* You can also search for records where a date is greater than or less than a value like this.
:::#sql:FromDate#=<2024-04-16 

* You can also search by a date range with ...
:::#sql:FromDate#=2024-04-01...2024-04-30 

* You can search by recurring type like this. Example values would be "Daily", "Optional Daily", "Optional Daily Chosen", "Weekly", etc.
::AvailBlocks.RecurType="Optional Bi-Weekly" 

<hr>
{{#lst:Template:TracCloudListingDescriptions|Hamburger_Menu}}

{{#lst:Template:TracCloudListingDescriptions|List_All}}

{{#lst:Template:TracCloudListingDescriptions|Power_Search}}

{{#lst:Template:TracCloudListingDescriptions|Saved_Searches}}

{{#lst:Template:TracCloudListingDescriptions|Export_CSV}}

{{#lst:Template:TracCloudListingDescriptions|Show_these}}

{{#lst:Template:TracCloudListingDescriptions|FindMerge_Duplicates}}

{{#lst:Template:TracCloudListingDescriptions|Find_by_Values}}

{{#lst:Template:TracCloudListingDescriptions|Change_Field_Values}}

{{#lst:Template:TracCloudListingDescriptions|Selected}}

{{#lst:Template:TracCloudListingDescriptions|Print}}

</div>
<hr>

<div class='collapsible'>Troubleshooting Availability Searches</div><div class="mw-collapsible mw-collapsed"> 
<onlyinclude>
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 portion of the wiki outlines these possibilities, ordered from most to least likely based on what we at Redrock have experienced working with campuses directly. 

[[File:5811408.png|700px]] 

<hr><big>1. Center and Consultant Course Lists</big> 
The most common cause when an availability isn't appearing in search results is misconfigured [[TracCloudGuideBasicsCourses|Course Lists]]. Both your Consultant and your Center need to be assigned to the subject you're searching for (unless your Center or Reason 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 

[[File:2566764.png|800px]] 
[[TracCloudGuideBasicsCourses|More Course List Information]]

<hr><big>2. Process Specialties</big> 
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. 

[[File:9163668.png|800px]]

<hr><big>3. Reason Assignments</big> 
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 

[[File:4156153.png|800px]] 
[[TracCloudGuideProfileReasons|More Reason Information]]

<hr><big>4. Availability Subject/Reason</big> 
If your availability is assigned to the wrong subject or reason, this can cause it to be unintentionally filtered out of results. Make sure the value entered here is correct, especially if you're using wildcards. If these are blank (i.e., available for all specialties), you can skip this troubleshooting step.

Schedule > [Consultant] > Availability 

[[File:7228037.png|600px]]

<hr><big>5. Profile Time Restrictions</big> 
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 

[[File:3887765.png|800px]] 
[[TracCloudGuideProfilePrefsSchedule|More Scheduling Prefs Information]]

<hr><big>6. Reason/Subject Required for Search</big> 
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 

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

<hr><big>7. Skills and Accommodations</big> 
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 
[[File:5480047.png|800px]]
<hr>
</onlyinclude>
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.
</div>
<hr>

<div class='collapsible'>Appointment Statuses</div><div class="mw-collapsible mw-collapsed"> 

Each appointment has a status to show its current state. For example, when a student attends their appointment, it gets marked as "ATTENDED." If they don't attend, it will be marked as missed, etc. Some statuses can be customized in [[TracCloud:_Scheduling_Preferences|Scheduling preferences]], but others are standard in the system. The table below shows what statuses you can expect to see in your data.

{| class="wikitable"
|-
! Status !! Usage
|-
| ATTENDED || Used when a student visits for their appointment. This status is automatically applied when the student logs in, joins their online session, or when TracCloud links a visit to their appointment.
|-
| Blocked || Used when an appointment is created over a reserve block and the status isn't changed by the time the missed appointment process runs.
|-
| [[TracCloud:_Scheduling_Preferences|Status for missed]] || Used when appointments are automatically marked as missed, or when marking an asynchronous appointment as missed. Typically "Missed" or "No Show," but possible to change in scheduling preferences.
|-
| CANCELED || Used when a reserve block is placed over an appointment, or when canceling appointments from the group roster.
|-
| "CANCEL - " + [[TracCloud:_Scheduling_Preferences|Status for missed]] || Used when a student cancels an appointment late. Can be overridden in [[TracCloud:_Advanced_Preferences|Advanced Prefs]].
|-
| AUTO CANCELED - DELETED || Used when a recurring appointment is automatically canceled due to [[TracCloud:_Emails|consecutive misses/cancellations.]]
|-
| CANCELED - DELETED || Used when a staff member deletes an appointment from the staff schedule, or when a student cancels shortly after booking (if configured in [[TracCloud:_Advanced_Preferences|Advanced Prefs]]).
|-
| STUDENT CANCELED || Used when a student cancels their own appointment.
|-
| In Progress || Default status for on-going asynchronous appointments.
|-
| Concluded || Status for concluded/archived asynchronous appointments.
|}

</div>
<hr>
See Also
* [[TracCloudGuideProfilePrefsSchedule|Schedule Preferences]]

* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]

* [[TracCloudGuideProfilePrefsScheduleDisplay|Appointment Display Preferences]]

* [[TracCloudGuideProfilePrefsEmails|Emails]] - Appointment confirmations, reminders, etc.
[[Category:TracCloud Manual]]
</div>

TracCloudChangelog

2026-05-07T09:00:02Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.3.36] Current Release
Added
 - Added twig tag support for individual survey questions
 - Added report search filters (#, &&, |, blankornull, etc.) to the Referral Reason and Referral Recommendation search fields in the SAGE Referrals by ?? report and the Referrals by Student and Appointments/Visits report (#3075)
 - Added an option in the Survey Responses report to select specific questions to include in the report (#3128)
 - Added a SurveyTrac option to email a survey to a consultant after a work visit only (#3125)
 - Added group preferences to restrict user from creating Phone, Asynch and Online availability
 - Added Filter Location on Scheduler to support multiple locations or Name separated by commas

Changed
 - Added override rules for Appointment invites to give extra days for certain students

Fixed
 - Fixed a SurveyTrac issue of staff or faculty not being able to access a static QR code survey (#3113)
 - Fixed a SurveyTrac issue where conditional questions based on a radio or multi-check choice with an optional/additional entry field wouldn't show (#3126)
 - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time

<hr> [1.3.35] 2026-04-29
Added
 - Added sort by centers to the Log Listing sort options (#3089)
 - Added Skills/Accommodations to the User Detail report as an additional field to show (#3097)
 - Added a new Resource Checkouts per Visit report in Management category
 - Added Center custom fields to the Visits by ?? report as additional fields to show
 - Added an option to the Survey Snapshot report to filter responses in-report and open the listing of recipients based on the filtered responses (#3070)
 - Added Appointment Invites as new feature for general use and especially testing / proctoring centers
 - Added a new group privilege to restrict a user from access certain custom fields (read only vs read/write vs no access)
 - Added the option to clear out the assigned consultant when processing SAGE referrals (#3120)
 - Added completed actions on the modal when a SAGE referral is resolved (#3120)
 - Added the option for prospective student requests to allow only phone, only email, or either; also, option to customize the messages for Prospect Log In and for Create Prospect (#3102)
 - Added Resource Sub-Type, and the option to track resource quantity/availability by sub-type
 - Added Outstanding Requests custom fields as additional fields to show for the Outstanding Appointment Requests report (#3123)
 - Added Steps Reports for Success Plans and Work Plans, for showing past due steps or next steps.
 - Added new Block Students field to Staff records and utilized in the search availabilities
 - Added Section Enrollment to the Workshops batch enroll, for enrolling students registered for the workshop's section

Changed
 - Referrals listing and Timeline now honor the View Own Referrals preference (#3090)
 - Added a new Referral state for the referrals types allowed in Group Prefs: View and Edit, No Listing

Fixed
 - Fixed an issues where KIOSK did not adjust the choices for subjects, consultants or reasons based on linked values
 - Prevent duplicate prospective student requests if the same email/phone number is used (#3107)
 - Fixed an issue where cookie size was limiting the number of students being concurrently helped in Q2 (#3122)
 - Fixed an issue with the Custom Kiosk Static QR Code, confirmation code submit button (#3124)
 - Fixed an issue with the schedule, where clicking on the appointment play button to start the visit might create a duplicate visit if the student already started the visit (#3111)
 - Fixed an issue with the search availabilities using the choices form special needs widget (#3127)

<hr> [1.3.34] 2026-03-01
Added
 - If a Workshop is connected to a staff, show it as a reserved block on the schedule (Also blocks any overlapping availabilities for that staff from availability searches) (#3047)
 - Added an option on the Students Workshops Attendance report to highlight attendance for better visibility (#3050)
 - Added an option for Max Appointment rules to max out the number of seats (for testing centers) (#3054)
 - Added a preference for Touchless QR Codes to require User Name / Password validation
 - Added an option to add Max Hours to the Staff Confirm Bio (#3052)
 - Added an option to SAGE reports to select multiple referral types (#3072) rather than just one. To select multiple options, hold down Ctrl and click on each desired option (or use Ctrl-up/Ctrl-down arrow keys to navigate, and press Space to select/deselect).
 - For creating SI Batch Visits, added Select All and Select None options to the list of students without previous visits (#3073)
 - Added an option to show step prompt notes in the Success Plans report (#3065)
 - Added an option for Workshops to generate a QR code for students to scan, to mark attendance (#3068)
 - Added an option for Workshops, after the workshop is over, to mark all non-attendees as Missed

Changed
 - Use profile preference for allowing asynchronous messages to be composed after an asynchronous session has been concluded in displaying the conclusion message (#3044)

Fixed
 - Minor accessibility fixes
 - Fixed an issue with Registration Listing search criteria being applied to Section Entry -> Enrollment Listing (#3058)
 - Fixed an issue with Appointments in Staff Timelines (#3057)
 - If a Q2 Hand is raised but the main visit record is logged out, the Q2 hand raise will not be counted on the dashboard widget (#3069)
 - Fixed an issue with Faculty Name not being shown on KIOSK and LogListing Login for choosing a Subject when the preference includes faculty (#3071)
 - Fixed an issue with Search Availability Pref inclusion of Faculty (but no faculty assigned) causing the choice to display as null (#3079)
 - Fixed an issue with Confirming Subject and Reason for Q2 after hand is raised for a specific reason (#3080)

<hr> [1.3.33] 2025-12-15
Added
 - Added a new SAGE report, Faculty Referral Activity
 - Added a new preference to allow sysAdmin to disable Mentorship Asynchronous communications
 - Added an option in the survey responses tab to delete a survey response (#3008)
 - Allow Super Admins to use the Login As functionality
 - Allow up to 9 Student Custom Tabs on the Student Entry screen
 - Added Send Email to Staff Entry
 - Added Bi-Weekly to Announcements
 - Allow Success Plan steps to utilize multiple reasons per step
 - Added the option to duplicate a resource from the Resources Listing (#3026)
 - Added the option to reset Student/Staff confirm BIO on term start dates automatically
 - Added new option to allow announcements to be displayed as a Live Poll

Changed
 - If KIOSK number of subjects, reasons, or consultants choices is 1, then display a 'Select a ???...' as the first choice
 - The Other menu has been adjusted to show fewer items, modules are now in a submenu and the version is in a submenu as well
 - In the Reports center picker, you can now search by entering any part of a center name, not just the beginning.

Fixed
 - Fixed an issue in the Appointments/Visits Utilization report where, if showing reserved blocks, some reserved blocks would show if its associated center was not selected in the report settings (#3004)
 - Fixed an issue with the Mentee Linker tool (#3003)
 - Fixed an issue with reports if a search field only contained a space character (#3017)
 - Fixed an issue with stacked availabilities and when an appointment is booked and the center is changed from in-person to online stacked availability (#2998)
 - Fixed a report permissions issue with Students Workshops Attendance, additional fields to show (#3029)
 - Fixed an issue with Sections listing and search active only
 - Fixed an issue with automated Appointment Reminder emails where it would sometimes send a second identical email a couple minutes after the first email
 - Fixed a SurveyTrac issue with surveys sent via "Display as link on main menu" for logged-in staff that also have a student account, that prevented submission (#3042)

<hr> [1.3.32] 2025-11-10
Added
 - Added option for search availability to use the require center option when the center is shown on search availability widget
 - Added Visit Created by in the Initial Visit report as an additional field to show (#2954)
 - Added an option in the Referrals by Student and Appointments/Visits report to search by appointment reason and visit reason (#2959)
 - Added Appointment search section to the Additional Search options in the Center Schedule report (#2948)
 - Added confirmation to consultant logout on KIOSK consultants logged in list
 - Adhoc QR Codes that are generated from an availability now adhere to the allowlist and blocklist options
 - Added a staff preference that allow a new user type, Super Admin, which is similar to Profile admins but also has a few extra options
 - Added a badge to the system audit widget displaying the number of system audit issues that have been found (also show and hide via cookie indicating state)
 - Added a System Audit widget to the dashboard for SysAdmins
 - Added new anchor panel interface on student entry screens to handle many custom fields to reduce scrolling
 - For workshops where visits are created, the visit location will match the workshop location (or for online visits, the workshop online URL) (#2975)
 - Added Location as a required field for Quick Visits
 - Added the Workshop option to send confirmation emails when batch enrolling students (#2968)
 - Allow the Asynchronous title preference to be shown on availability and appointment entry
 - Added CSV output option for the SI Comparison report (#2984)
 - Added an option in surveys directed to students to only direct to students on a student list (#2977)
 - Added Availability Notes as an additional field to show in the Students Visits/Appointments by ?? report (#2994)
 - Added an option in Workshop attendance scan to override maximum attendance, and the roster filter now works with ID besides name (#2983)
 - Added an option to duplicate a workshop in the Workshops listing (#2996)
 - Added more search options to the Workshops listing (#2997)
 - On the payroll report, if Show Student Visits is selected, the report now shows non-duplicated student visit time totals; additionally, if Show Work Visits is also selected, the report now shows percentage of consultant work time spent with students (#2902)
 - Added a new SurveyTrac report, Unanswered Staff/Faculty Surveys (#2965)
 - Added a new Faculty-only report, Faculty Student Appointments (#2999)
 - Added Learning Strategist to list of Consultant types
 - Added Student Other_ID to list of fields in Appointment Find by Values choices
 - Prevent student/staff from booking an appointment if the appointment time conflicts with a current class schedule
 - Added twig processing to send text to student/staff

Changed
 - When user's group pref indicates no viewing visits or work visits, hide the Attendance Listing menu item
 - Adjusted a KIOSK Login to only show Centers for the Profile the KIOSK was created in when no center is chosen
 - The Referral Processed checkbox can now be unchecked to reopen a previously processed SAGE Early Alert Referral
 - Adjusted the SAGE Referral Processed header to Followup and Processed Info
 - Added a 'tighten' and 'expand' option to SAGE Referral entry to allow more information to be displayed at once, uses cookie to remember last setting
 - Changed the method for what are the related profiles when check out resources
 - For Visits -> Linked Documents, new Document modal will hide document types not allowed to staff (instead of showing as disabled)
 - Hide Satisfaction label on Attendance Listing if user isn't allowed to see satisfaction values (#2976)
 - Assessments and SuccessPlans remember to be shrunk or expanded based on the user's last preference

Fixed
 - Fixed an issue with rendering previews
 - Fixed an issue with Q2 Reason updates causing failure if no reason being asked
 - Fixed an issue with search availability using the consDropin and ConsWork preferences
 - Fixed an issue with Staff Confirm BIO Custom fields not saving (#2924)
 - Fixed an issue with reports, not being able to save a favorite if a used student list name contains a single-quote character (#2963)
 - Fixed an issue with search availabilities when large number of slots listed, the date change doesn't search the new date chosen (#2964)
 - Fixed various WCAG issues
 - Fixed an issue with appointment entry - show name to staff and make sure the link is available to staff entry
 - Fixed an issue with table access setting for Staff Entry not being honored on click from Appointment entry
 - Fixed an issue with some report modals where a popup search was sometimes inaccessible (#2970)
 - Fixed a search availability issue with time zones east of GMT: for example Kuwait and Singapore.
 - Fixed issue with the combination of OAUTH, Mail, Microsoft and iCal attachments not auto adding to calendar
 - Fixed an issue with stacked availabilities on the Appointments/Availabilities by Hour by Day of Week report, make sure they only count once (#2985)
 - Fixed an issue with group appointments not counting properly on the Appointments/Availabilities by Hour by Day of Week report (#2995)
 - Fixed an issue with the 'Send Email to' option in the Workshop Roster not working (#3000)
 - SuperAdmins can now see the show my schedule button on the scheduler

<hr> [1.3.31] 2025-09-19
Added
 - Added the Assessments Summary report to the Retention report category
 - Added reverse date sort to Attendance Log Listing
 - Added Assessments tab to the student search
 - Added a new functionality for choosing a staff record in lieu of a student record for appointments
 - Added two new Student types: Staff and Alumni that are protected from deactivation by the system
 - Added a progress spinner to all drop search areas (search for students, etc)
 - Added Center column to the Workshops listing, including the ability to search by center (#2952)
 - Added a new group privilege to limit staff consultants to only see their own peer linked students in the student listing
 - Added ability to batch import staff certificates from ACTP certificate extract file
 - Added ability for stacked availabilities to differentiate recurring appointment settings per center
 - Added Visit Created by in the Visits by ?? report as an additional field to show (#2954)
 - Added new profile pref for overriding date and time changes outside the availability constraints
 - Added QR Codes for Assessments
 - Added Block These and Allow Only icons on schedule for availabilities

Changed
 - For security reasons, the Preview button for twig has been changed to send an email of the preview to the current user's email address
 - Changed the subject listing on Referral entry to only show subjects for the faculty if the current user is a faculty (#2955)
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed an issue with need for Byte Order Marker removal on import files and on previously stored headers (#2919)
 - Fixed an issue with online session notification being displayed to sysadmin that booked an appointment for another staff (#2938)
 - Fixed an issue with the notification window having an issue with visits without a start time (#2940)
 - Fixed an issue with Peer Mentor Linkages expiring
 - Fixed an issue with LogListing Sort menu (#2947)
 - Fixed an issue with changing appointment from in person to online and the URL does not update (#2953)
 - Fixed an issue with Listing sorts, unable to reverse sort (#2956)
 - Fixed an issue with Appointment status icon not updating when a KIOSK visit is logged out (#2957)
 - Sped up the query for showing staff that are currently logged in and are available to KIOSK login
 - Multiple Career Center adjustments/fixes: for Resumes, Job Postings and Reference requests.
 - Fixed an issue with Staff record saving causing Student record to be created.
 - Fixed an issue with Custom View, Base Search, NavSearch and moving to Page 2 (#2961)

<hr> [1.3.30] 2025-08-27
Added
 - Added the Jobs by ?? report for Career Center Management
 - Added Research Jobs tab to the Resume Builder tool
 - Added Links for Research Jobs to Bureau of Labor Statistics, O*NET and My Next Move
 - Added Additional Search to the Jobs by ?? report
 - Added new Module: Assessments. This allows campuses to create any assessment evaluating learning styles, study habits, or exploring cognitive abilities.
 - Added option for Peer Mentor Linkages to expire outside the Term they were created
 - Added reverse date sort to Attendance Log Listing

Changed
 - Changed max number of custom fields in a listing based on location from 100 to 200
 - Security update: not including page URL in code

Fixed
 - Fixed an issue with reserved block override status field not showing if the max students value is 0 (#2911)
 - Fixed an issue where searching peer mentors based on visit data had an issue (#2915)
 - Fixed an issue with attendance tracking for faculty prevented access (#2914)
 - Fixed an issue with Appointment Location field not updating for a stacked availability (#2912)
 - Fixed an issue with availability list selection for block or only allow showing all lists (#2913)
 - Power search after a saved search in a custom view, navigating to page 2 didn't use the power search (#2905)
 - Workshop enrollment list will show a line through the workshops that have been cancelled (#2917)
 - Workshop list of choices will show a message indicating that the workshop was previously enrolled but cancelled (#2916)
 - Fixed an issue with Mentee Search from Staff Entry (#2921)
 - Fixed an issue where editing some saved favorite reports sometimes did not load all previously-saved data (#2923)
 - Fixed an issue where, if global email settings From name is set to Campus - Center, it now gets the correct center per email (#2922)

<hr> [1.3.28] 2025-08-12
Added
 - Added Career Center Management, resume builder, job search, job postings, candidate search functionality
 - Added OIDC SSO
 - Added Sort by Consultant to Log Listing
 - Added STAFF CANCELED for Asynchronous appointments

Changed
 - Custom forms can now receive documents via custom form fields
 - Provided more limitations of twig filter functions

Fixed
 - Fixed an issue with saved searches linked to custom views (#2897)
 - Fixed an issue with required fields not being notified on custom form save (#2901)
 - Fixed an issue with upload document by staff not recomputing Work Plan completion (#2904)
 - Fixed an issue with default files types not set for custom file fields
 - Fixed an issue with wildcard not working with searching CtrNotes on attendance listing (#2909)

<hr> [1.3.27] 2025-07-30
Added
 - Added new tables for Career center including ReferenceStatements
 - Added new consultant types (Academic, Athletic and Career Recruiter)
 - Added a Retention reports submenu with new reports for custom forms: Responses, Snapshot, and Summary
 - Added an option to block students class times during student search availability
 - Added Workshop Labels as an additional field to show in the Visits by ?? report (#2876)
 - Added profile as an option for Staff Reason Specialties screen
 - Added an override date for SAGE Nothing to report Period start
 - Added a new navsearch option to loglisting to show all in progress Q2 table Visits
 - Added user name as an additional field to the Consultant Additional Detail Listing report (#2884)
 - Added new Action in student entry to allow for sending an email to request student confirm BIO
 - Added Asynchronous Appts grouped by Consultant to Consultant Supervisor Widget
 - Added a new Log Listing field option to show an indicator if a student is logged in during class time
 - Added a profile preference to prevent students from signing in during a class time
 - Added a profile preference to filter subjects by saved registration search for KIOSK Login
 - Added an option to the Initial Visit report, to instead show the most recent visit per student within the date range (#2883)
 - Added a new rare profile pref to preserve online links without converting to TracCloud location
 - Added the option to show appointment subject/course in the Students and Appointment Status Crosstab report (#2878)
 - Added a new pref for controlling the maximum vertical size of the KIOSKs and Loglistings menu for campuses large number of centers
 - Added an option for reasons and recommendations to have a maximum number of options checked
 - Added SAGE custom question options to add styling to SAGE custom questions/labels
 - Added Subject/Course/Title as an additional field to show on the Visits by ?? report (#2895)
 - Added the option to sort by date on the Average Wait Time report (#2895)
 - Added an option in the SAGE Referrals By ?? report to email each faculty their part of the report if grouped by faculty (#2881)
 - Added an option to report center selection to include inactive centers

Changed
 - Changed user interface for setting staff as a Mentor, etc.
 - Hide work visits from Staff Reason Specialties
 - Hide Processed and Followed Up from menu for Override And Resend Referral Email options when these items are hidden from entry
 - Hide Phone as a search avail filter option if Phone is not activated as a modality, hide Asynchronous if no active profile uses Asynchronous
 - Student confirm bio with regards to SMS Messages will now show a disclaimer/notification about SMS messages (required for FCC)
 - Removed "Yes: send the full message from SMS" from Asynchronous message sending
 - Added a twig processor function to handle twig from WYSIWYG text where > and < might be converted

Fixed
 - Fixed issue with new Consultant types buttons
 - Fixed an issue with the dashboard utilization dates not reflecting the search criteria actually used
 - Fixed an issue with Q2 Raise Hand on log listing not honoring only show consultants logged in to work (#2877)
 - Fixed an issue where the browser might recursively call "loadAppointmentListPanel" repeatedly
 - Fixed an issue with session timeout not working on staff entry page
 - Fixed an issue with new staff records created from faculty records not having a UUID (#2881)
 - Fixed the CSV with Totals output for the SAGE Referrals by ?? report (#2885)
 - Fixed an issue with fields being hidden on the section schedule page and the enrollment pages when attendance tracking is turned on
 - Fixed an issue with workshop label deletion
 - Fixed an issue with students not being able to delete their uploaded documents (#2891)

<hr> [1.3.26] 2025-06-27
Added
 - Added dataspinner to new search for linker tool and mentor tool
 - Internal library updates
 - Added the option to make a workshop online; the student can join from the self-enroll page (#2791)
 - Added student and visit record links to the Visits by ?? report
 - Added drop-in availability totals to the Appointments/Visits Utilization report (#2833)
 - Added a Choose a Consultant prompt preference for search availability widgets
 - Added a SurveyTrac option to email a survey after a student's 1st booked appointment during the survey period (#2866)
 - Added visit and appointment record links to the Students Visits/Appointments by ?? report
 - Added referral record links to the SAGE Referrals by ?? report
 - Added resource and checkout record links to the Resources reports
 - Added a new management report, Appointments by Assigned Advisor and Student (#2837)
 - Added a new survey option to provide a static URL (initiated via "Static survey URL") that can be used by anonymous recipients, including individuals that are not in the TracCloud system (#2782)
 - Added an option to the Class Attendance Summary report to show percentages of attendance, absences, and excused absences (#2787)
 - Added an option to the Center Schedule report to highlight availabilities with a corresponding color based on availability type (#2805)
 - Added a new system preference to allow staff menus to scroll if too tall
 - Added an option to the Registrations by ?? report to show grade group data (#2839)

Changed
 - Make Random Assignment assigns all the found students evenly to all the selected staff
 - Adjusted consultant work visit logout format for the time in displayed
 - The SurveyTrac option for in-person/online/all now has modality checkboxes for more options (#2789)
 - Allow SysAdmins to override reply to address of student batch emails
 - Moved Processed button down to bottom of floating panel of referrals
 - Changed the behavior when changing from week view to day view, automatically go to today
 - Changed the 'Nothing to Report' sage referral to automatically be processed with the current date.

Fixed
 - Fixed issues with log resource modal, when items not found the listing area does not hide itself automatically on click (#2867)
 - Fixed issue with notification for maximum number of checkbox choices chosen displaying behind the current modal (#2864)
 - Fixed an issue with Profile remove linked groups icon

<hr> [1.3.25] 2025-06-10
Added
 - Added ability to switch 1 on 1 to dropin on KIOSK login
 - Added ability to repeat a reserved meeting block
 - Added Peer Mentoring module and peer linkage tool on the Staff entry
 - Added ability for students who work as tutors to show their classes on the schedule
 - Added At Risk search to the Students listing
 - Added an additional Log in for Work preference if there is any upcoming appointment or availability
 - Added email templates to workshops, for creating email actions (such as sending a follow-up email to students that missed a workshop)
 - Added workshop name as an additional field to show in the Visits by ?? report (#2855)
 - Added Custom Forms to Student Actions menu
 - Added Custom Forms to Faculty Dashboard
 - Added ability to override recurring for students per availability
 - Added the Mentorship Activity report in the Management category
 - Added the option of using historical student term data for the Visits by ?? and Usage Snapshot reports (#2853)
 - Added a system preference for text to display when the appointment is a phone call (#2859)
 - Added sorting options to the student Initial Visits report, allowing sorting by center, consultant, reason, and/or subject (#2788)
 - Added option to depersonalize KIOSK login by not showing student name on KIOSK Sign In
 - Added batch mentor linkage button to mentor linkage tool
 - Added a new report for faculty users, the SAGE Faculty Referrals by ?? report (#2800)
 - Added the ftp export option to the Visits/Appointments Utilization report (#2856)

Changed
 - Change the import modal step 2 to allow for upload of a new file format with column changes
 - Custom fields from forms do not allow the profile from being changed or made different then the parent form

Fixed
 - Fixed an issue with CourseLists picker not showing CourseLists in the Search Appointment Links (#2849)
 - Fixed an issue with Students unable to conclude an asynchronous appointment (#2848)
 - Fixed an issue with rounding to nearest minute for adhoc appointment creation at certain zoom levels and row height sizes (#2850)
 - Fixed an issue with person's name submitted by on custom forms not always being saved with the form data
 - Fixed an issue with quick visits without a section not computing the TermID of the active term (#2851)
 - Fixed an issue with WorkPlans being marked as completed when a step has a fixed start date that hasn't occurred yet (#2852)
 - Fixed an issue with WP Assigned Staff name searches (#2858)
 - Hid some availability fields that have no purpose when the availability is a drop in
 - Fixed an issue with surveys emailed after # of visits, sometimes not connecting to the correct visit (#2843)

<hr> [1.3.24] 2025-05-16
Added
 - Added emailable and QR code links to custom form data
 - Added ability for referrals to have a special skills / accommodations field for input by staff / faculty
 - Added number of Visits per subject to the student time check
 - Added automatic processing of historical student term data 7:15am (and ability to add it to import process)
 - Added ability to enter who completed the item for referral action items
 - Added student first name and student last name as separate additional fields to show in the Visits by ?? report (#2844)
 - Added consultant linker tool for manually assigning consultants to students
 - Added a create staff from faculty tool to help create batch staff from faculty accounts
 - Added the ability to scan students for marking workshop attendance
 - Added referral sequence to the Referrals by ?? report for searching, and as an additional field to show (#2842)
 - Added ability for staff to create new outstanding appt requests
 - Add student term data historical tab (uses registrations permissions)
 - Added additional fields to show on the Payroll report, including staff standard and staff custom fields (#2827)
 - Added 'Archive' as on option on custom fields to automatically store the current value in the appropriate student term data history

Changed
 - Saving an appointment will temporarily disable tabs until the save finishes (or 10 seconds)
 - Group roster appointment status menu will not show if the status is non standard
 - Multiple sql script performance enhancements

Fixed
 - Removed multiple menu choices that should be hidden based on module preference activation (#2713)
 - Fixed an issue with KIOSK MaxStudentsActive setting
 - Fixed an issue with roster referrals causing multiple undesirable records to be created (#2845)
 - Fixed an issue with scheduler menu filter staff menu based on search field
 - Fixed an issue with notifications for tasks when no due date

<hr> [1.3.23] 2025-04-30 (Post-Conference Version)
Added
 - Added option for courselist picker to show active course lists and consultant courselists for active staff
 - Added Resolved By person to the Outstanding Appt Request entry screen (#2790)
 - Added Custom Fields to Outstanding Appointment Requests (#2798)
 - Added a warning message notification when the 'Affect All Selected and Shown' checkbox is selected for batch referrals (#2779)
 - Added an unsent indicator to the mailqueue entry when an email hasn't been sent (#2777)
 - Added Faculty Name to the referral entry for subject menu on referrals (#2778)
 - Added ability to add a menu title text to a menu option for online locations and other menus (#2785)
 - Prevent Inactive Resources from being shown when Logging Resources in the Log Resource modal
 - Added Saved Searches, Selection capability and Show these Students to the Outstanding Appointment requests (#2799)
 - Added attachments to Resource Types terms and conditions emails (#2784)
 - Added ability to embed prefixed HTML before a custom field (advanced option for Redrock)
 - Added a report option in the Students Visits Summary report to display Last Date In as an additional field to show (#2716)
 - Added an option to Resource Types to ask user to rescan the ID of the Resource after having chosen an item from a reservation (#2801)
 - Added linked Registration to twig possibilities for Visit Log Listing
 - Added ability to restrict the number of active visits per center at one time (#2628)
 - Added an option in the Usage Snapshot report to filter fields ad-hoc within the report, and to open a student listing based on the filtered results
 - Added ability for group availabilities to be restricted by special skills (#2808)
 - Added workshop options for student self-enrollment (via QR code / link), to optionally require signing a Terms & Conditions, an option to allow students to cancel their workshop enrollment, and an option to limit how many hours before the workshop starts for allowing cancellation (#2793, #2825)
 - Added Reason Category as an additional field to show in the Visits by ?? report (#2829)

Changed
 - Staff that are checking out resources may only do it for resources linked to profiles that that their user account is linked to (via the centers list) (#2781)
 - Adjusted terminology for Reserved Block Status text
 - Adjusted display of Resource logged out on KIOSK, don't show title if option is not activated
 - Log resource, items are now sorted by availability due to reservation date as well as title and barcode (most available at top)
 - Visits modality menu now replaces the simple online checkbox

Fixed
 - Reapplied ID field formatting to the Student ID on the Listing
 - Fixed an issue with Custom KIOSKs that are linked to a specific center not auto choosing the reason and subject for the visit when the student has a prescheduled appointment (#2813)
 - Fixed an issue with faculty click on student menu at the top navbar (defaults now to search all) (#2812)
 - Fixed an issue with KIOSK Login and Preference for showing consultants that have a drop-in availability and when the drop-in day is overridden (#2792)
 - Fixed an issue where if the original availability type did not include asynchronous, and an appointment was converted to asynchronous, the next save of the appointment will change the modality back to the original shown for that availability (#2803)
 - Fixed an issue where pressing enter in a course list entry as a consultant was saving and blanking the course list (#2809)

<hr> [1.3.22] 2025-04-16
Added
 - Added new Custom Form options for Wellness Check-ins and Reflective Prompts
 - Added new Student Term Data table for historical reporting
 - Added Staff / Student ID on Resource History listing and in check out record
 - Added a report option to highlight busier times in the Logins by Hour by Day of Week report and the Attendance by Hour by Day of Week report
 - Added new module TracInsights for Predictive Analysis of Student Success to the base TracCloud system
 - Added new custom field types: Push Button Radio and Multi Push Button Radio
 - Added Retention summary report for Custom Forms with new Drill-Down filtering capability
 - Added Profile preference to show Outstanding Resources on Logout
 - Added an additional option for marking as attended to split a current visit
 - Added a profile pref to show outstanding resource items on loglisting/KIOSK log out
 - Added Appointment dashboard display options for Cancel, Edit and Enter buttons
 - Added an advanced pref to block Process Activations fro campuses that do not have standard active terms
 - Added the option to export to ftp the following reports: Students Visits/Appointments by ?? and SAGE Referrals by ?? (#2794 and #2811)
 - Added day of week to the timeline for students and staff
 - Added Weekday as an additional field to show for the Students Visits/Appointments by ?? report (#2814)

Changed
 - Changed the look of various Dashboard buttons to use a modern look (Confirm BIO Calendar URL, etc.)

Fixed
 - Fixed a bug with staff alias computation
 - Fixed an issue with staff confirm bio
 - Fixed an issue with Plan Type and Work Plan type popup menu buttons scrolling with the page (#2774)
 - Fixed an issue with SAGE Referral submission with override and Resend Emails (when no email type is chosen) (#2775)
 - Fixed an issue where document notes should contain < and > characters - prevent stripping of the text out (#2776)
 - Fixed an issue with the time check footer message not being displayed when time check required is None
 - Fixed an issue with online appointment url blank and iCal attachment computes a tiny url for it
 - Fixed consultant summary email to include asynchronous appointments (#2802)
 - Fixed action -> upload document notes to include < and > symbols
 - Fixed an issue with the courselist chooser not using the search criteria

<hr> [1.3.21] 2025-03-25
Added
 - Added ability to add Custom Automations to the Quick Student modal for creating new student records
 - Added the option to enter a date range for the Visits/Appointments Export
 - Added a new system preference to allow KIOSK Logins to show the Reasons grouped by their associated Categories
 - Added ability to adjust font and styling for search availability results for Consultant, Time, and Location (generally to allow them to be bigger)
 - Added a SurveyTrac recipient email Twig tag Survey.URL to allow users to customize the survey link text (#2753)
 - Added the average logins per day on the Logins by Hour by Day of Week report (#2752)
 - Added new custom field type imagepopfield
 - Added 'Run Favorite Report' to the TracFlow step options
 - Added Show Active Only to the registrations sublisting on the student entry page
 - Added the Class Attendance report and the Class Attendance Summary report
 - Added Term Code as an additional field to show in the Students Visits/Appointments by ?? report (#2756)
 - Added a new Modality for appointments: Phone, also user can now choose modalities in the search widget
 - Added Location to the search widget functionality
 - Added new preferences to availabilities, they be blocked from certain students and allowed for other students using lists
 - Added new preference to availabilities, override the missed status to set the appointment to during night calculations when the appointment is not attended
 - Added a button to staff entry to open the group entry for the chosen primary group of the staff
 - Added ability to select and show selected group records on group listing
 - Added ability change field values for group records
 - Added Copy and Paste to Change Field Values modal
 - Added Appointment Meeting Type and Visit Meeting Type to the Appointments/Visits Export as additional fields (#2764)
 - Added Availability badges to be linked specifically to phone availabilities (#2766)
 - Added custom real time formatting and custom formatting for columns for Custom Views
 - Added a new Appointments by Hour by Day of Week report in the Students category (#2765)

Changed
 - Added Reasons to the Previous Visits tab list of previous visits by that student (#2747)
 - Default 1st choice for consultants list on search availability widget is now named 'all available'
 - The Visits by ?? report can now optionally be exported to the ftp server
 - For reports, the In-Person/Online drop-down menu option has been reworded to Meeting Type, to accommodate the newer Asynchronous and Phone meeting types. The Online additional field is also reworded to Meeting Type, and will display the meeting type, rather than yes/no for online.

Fixed
 - Fixed an issue with when a Power Search is compounded onto a previous standard search not working (#2745)
 - Fixed an issue where the online link to appointments was still available after the appointment started in a search availability result (#2746)
 - Prevent Custom view names to have apostrophes in their Names (#2750)
 - Fixed a rare issue regarding default modality of search availability widgets (#2754)
 - Fixed an issue with some reports to successfully allow grouping by student flag information
 - Fixed issue with duplicated staff records not recomputing the special alias field (#2755)
 - Fixed an issue with the class schedule showing recently dropped registrations for student schedule (#2751)
 - Fixed an issue with stacked availabilities and overridden single date block
 - Fixed an issue with workshop student self-enrollment, preventing staff or faculty with linked student accounts from using the QR code/link (#2769)

<hr> [1.3.20] 2025-02-20
Added
 - Added ability to have a custom kiosk for all centers accessible via static QRCode (#2712)
 - For student-related reports, student Flag Information is now searchable, and available as an additional field to show (#2710)
 - Added Receive SMS Alerts as an additional field to show in the Student Fields report (#2718)
 - For reports that use a secondary time frame choice (Usage Snapshot Date Comparison, Appointment Slot Utilization Date Comparison, Survey Response Rate Comparison), the secondary time frame now has a new 'Comparison to Previous Year' option, which allows automated reports to regularly compare the first-selected date range, to the same range of the previous year
 - Added the resource image to the resource reservation modal on the dashboard for students
 - Added to the Outstanding Appointment Requests report an option to show resolution info (Resolved by, Resolved Date, Days to Resolve)
 - The Student Search Availabilities report will now report on the number of availabilities found per search (#2648)
 - Added a Batch Enroll Students option to the Workshop roster tab (#2732)
 - Added ability to randomize similar search availability results
 - Added ability to track attendance in certain sections
 - Added ability to utilize TracFlow Queries in TracFlow automations
 - Added an optional Workshop Notification to Student field, which displays on the student self-enrollment page; html and twig fields are allowed
 - Added ability to allow staff to view documents / surveys from the dashboard
 - Added the Payroll Report option to insert a page break between each consultant when using the Show Daily Payroll Hours report option (#2738)
 - Added a name filter filter for workshop rosters
 - Added ability to continuously send a reminder on a success plan step repeatedly until the step is completed or expired (#2730)
 - Added navsearch options for searching for students based on emails sent to students (batch_email or email)

Changed
 - Adjusted consultants list on KIOSKs to ignore the current user if consultant as a default choice (moved to the top of the list) (#2717)
 - Changed the way Appointments link to Sections on Views
 - Added Student ID to Appointment Listings (if user is allowed to view Student ID)
 - For workshop enrollment, if the student search is filtered by a non-enrolled section, workshop enrollment is open to all students (#2731)
 - For workshop student search on the roster tab, you can now search students by email address
 - The Workshop Description field now allows html and twig fields
 - Time check buttons for all profiles are now showing if they have been activated for time check

Fixed
 - Adjusted the staff course list menu to show only active courselists and their own as choices (#2715)
 - Fixed an issue with search availabilities showing double titles when several days of no availabilities is retrieved (#2727)
 - Fixed a modal scrolling issue with edit dates on appointment entry (#2733)
 - Fixed an issue with non Static QR Codes for KIOSK change of code emails being set (#2736)
 - Fixed an issue with center color flags not being drawn on search availability results
 - Fixed an issue with copy email address to clipboard (#2739)
 - Fixed an issue with Process Scans button reappearing too soon before the scan job is finished (#2740)
 - Fixed an issue with Add to Roster for online appointments only not preserving online location (#2743)
 - Fixed an issue where time checks were including table visits (#2742)
 - Fixed an issue with a group having a default view and attempting a powersearch on the non-default view (#2735)

<hr> [1.3.19] 2024-01-08
Added
 - Added ability to auto log a student in at KIOSK if single record found on ID or ID2 match occurs
 - Added an option to the Visits/Appointments Export to not convert the single-quote character to SINGLEQUOTE (#2674)
 - Added new group option for student entry views: Brief with Save
 - Added two new workshop reports: Workshops Roster, and Students Workshops Attendance
 - Added option to save availability blocks (red blocks) to prevent canceling overlapping appointments
 - Added new standard search functionality to search history menus in the listing screens
 - Added an option for preventing KIOSK QRCodes from being clickable
 - Added resource collateral as an additional field in the Resources Listing report (#2691)
 - Added confirmation/cancellation/reminder email options to Workshops
 - If a user, with a favorite report with group access, is reassigned to another group, the favorites listing will indicate so (#2693)
 - Added total visit records count to Center Visits widget for students on main menu
 - Added a duplicate staff user name check when duplicating a staff record from the staff listing
 - Added an option in Workshops to add a linked consultant or faculty
 - Added additional group restrictions from viewing student timeline emails, extra details, and appointment searches (#2687)
 - Added searchable fields to Staff listing: 'is Bio Confirmed' and 'Do Not Show on Schedule' (#2617), allowed to be accessed by change field value
 - Updated the Profile Detail report with newer group settings
 - Added Location field to Workshops, also added location and linked consultant/faculty to workshop reports and email twig tags
 - Added a Workshop option to create a QR code and link, for students to self-enroll in a workshop
 - Added ability to relate multiple courses together so that courselists can auto-add the related courses
 - Added twig tag preference that can display student info in outstanding appointment request form
 - Added group pref that provides the ability to restrict saving changes to own availabilities and appointments
 - Added a Workshop option to set maximum enrollment
 - Added ability to search outstanding requests by this semester as a standard search (#2706)
 - Added ability to give a standard staff the group permission to create student records
 - Added ability to edit / view join information on dynamic list queries
 - Added a Workshop option to manually lock enrollment, or to auto-lock enrollment on a specific date and time
 - Added a Workshop option to send surveys from the workshop roster

Changed
 - For the Students Visits Summary report, user can now optionally choose to show active students without visits, or all students without visits (#2665)
 - For the Visits by Assigned Advisor and Student report, the option to 'include students without visits' now includes students that don't have visits within the date range, but may still have visits outside the date range (#2681)
 - Default duration is now honored for out of slot times when the duration allows for no conflict (#2685)
 - Recompute visit field isSchedDuringClass when the visit is saved from an entry form (#2692)
 - Asynchronous appointments are now sorted more recent at top to older at bottom
 - Revamped the Workshops roster listing, for updating enrollments to attended/missed/canceled/enrolled, or to delete an enrollment
 - Updated Workshop reports to reflect updated enrollment status of enrolled/attended/missed/canceled

Fixed
 - Fixed an issue with Search modal and related record searching and add to selection functionality
 - Fixed an issue where uploading a document with Student Dashboard Document checked was not appearing for students (#2677)
 - Fixed an issue with Student BIO fields not shown when Prospective Student option is turned off (#2678)
 - Fixed an issue with a center linked to a dynamic student list causing search widget to have issues (#2680)
 - Fixed an issue with some reports where grouping by a custom field wouldn't always work (#2690)
 - Fixed an issue with availability reserved blocks checkbox 'Do NOT Cancel any intersecting appointments' not hiding properly
 - Fixed an issue with not being able to delete an attachment from an email template (#2689)
 - Fixed a minor issue with batch SI scans with students multiple registered courses in the same term (rare and unlikely) (#2694)
 - Fixed an issue with android menus disappearing when scrolling down the page
 - Fixed an issue with consultant id being reset to zero after consultant confirmation completed on a WorkPlan (#2695)
 - Fixed an issue with consecutive appointment calculation with same consultant (#2698)
 - Fixed an issue with the Logins by Hour by Day of Week report when searching by consultant subject specialty (#2647)
 - Fixed an issue with double clicking on button to add a student to a standard list (#2708)
 - Fixed an issue with adding students to a list that could generate duplicate assigned-list data (#2707)

<hr> [1.3.17] 2024-10-18
Added
 - Added SAGE Additional Notes to available twig tags
 - Added search active checkbox to the sections listing
 - Added an option in the Visits by ?? report to group by week; this uses the general preference of default start day for the calendar, to determine the start of each week (#2621)
 - Added Collateral to Resources listing search
 - Added Meeting Type as a grouping option in the Students Visits/Appointments by ?? report (#2652)
 - Added DashboardStatus twig tags for Success Plan and Work Plan emails
 - Adjusted formatting of field for Reservation of Resources lead time
 - Added ability to disable notifications for a particular group
 - Added ability to enter HTML into Resource Terms and Conditions notification (#2663)
 - Added a new Workshops Overview report
 - Added an option in the Visits by ?? report to group by month (#2668)
 - Added CreatedByUserName to Batch Visits as well as Regular visits

Changed
 - For the Center Schedule report, if Show Consultant Email is selected, and output format is CSV Raw Data, the consultant email will appear in its own separate column (#2643)
 - For the Students Visits Cleanup Data report, the appointment status selection list now uses the profile pref for appointment statuses to choose from (#2656)
 - Referrals listing on dashboard now have a maximum height with a scrolling panel
 - Moved availability/appointment-related reports from the Management category to a new Scheduling reports category
 - Removed KIOSK Login / out options if the custom field is not for Visits, Students, or Appointments
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed cleanup of deleted courselists: remove old course list item lines
 - Fixed cleanup of deleted staff: removed old specialties
 - Fixed an issue with Find Duplicates on Attendance listing when finding based on Date Entered
 - Fixed an issue with editing saved favorite reports, where sometimes it fails to load the report modal (#2633)
 - Fixed an issue with SurveyTrac conditional questions, where certain types of conditional questions were disabled unless "Display unmet conditional questions as disabled" was checked (#2646)
 - Fixed Resource Status searching on Resources listing
 - Fixed Wildcard searching on Resources listing
 - Fixed an issue where timeline items for appointments could be duplicated when multiple documents are associated with an appointment (#2658)
 - Fixed an issue with the wording of a timeline item for visits that auto terminated after a certain number of minutes (#2657)
 - Fixed search selection searches when the previous search utilized the search form for related records (#2651)
 - Fixed an issue with the Center Schedule report if Online Only is selected and Show Location is unchecked (#2660)
 - Fixed a schedule loading issue when switching back and forth between account types repeatedly (#2649)
 - Fixed an issue with new custom fields not showing on SI Batch Visit entry screen unless all the settings are set (#2661)
 - Fixed an issue with Registration Activation by List when the List uses Registration criteria
 - Fixed an issue with select found availability blocks (#2662)
 - Fixed an issue with the payroll report, where choosing 'Round individual visits first' may calculate time incorrectly (#2664)

<hr> [1.3.16] 2024-09-18
Added
 - Added section custom fields to the SAGE Referrals by ?? report as additional fields to show (#2631)
 - Added ability to specify a lead time needed before a resource reservation can be made (in days, hours minutes) minimum lead time needed
 - Added Processed Notes to Referrals listing (#2635)
 - Added new SAGE delete referral preference to Group: own, all, none (#2634)
 - Success Plan confirmations show instructions on dashboard (#2629)
 - Added Resources due Arbitrary to import fields list
 - Added more options to SurveyTrac conditional questions (initially hidden or initially grayed-out and inactive, alphanumeric numbering options), reports updated to reflect those adjustments

Changed
 - Now showing the Search Appointment Links (QR Codes) subtitle additions when a student scans the QR Code and the code is not shown on dashboard (#2626)
 - Activate / deactivate centers now log the change to the audit log record for that center (#1084)

Fixed
 - Fixed an issue with announcements linked to student linked to dynamic lists (#2618)
 - Fixed an issue with batch assigning success plans and work plans auto-choosing the term code (#2623)
 - Fixed an issue with faculty groups that only allow brief student entry not being able to see the list of students in a course when clicking on the course in the dashboard (#2624)
 - Fixed an issue with announcements linked to a dynamic query that are blank causing an issue with the dashboard.
 - Increased speed of search availabilities query and KIOSK subjects query
 - Fixed an issue with saved group searches not being accessible to certain users (#2636)

<hr> [1.3.15] 2024-09-04
Added
 - Added 'Appointment Has Document' as an additional field to the Students Visits/Appointments by ?? report
 - Added Staff Supervisor and Position or Title fields to Staff records
 - Added the option for the Work Plans report to select centers, to narrow consultants by linked center(s) (#2600)
 - For the Resource Utilization report, added the option to include the email of the student/staff that checked out the resource (#2603)
 - Added found record count to students entry -> Visits, Registrations and Assigned Success Plans
 - Added Reasons custom fields as additional fields to show for the following reports: Initial Visit, Student Visits/Appointments by ??, Usage Snapshot, and Visits by ?? (#2610)
 - Added ability to export Availability listing to CSV file (#2614)
 - Added ability to show a calendar icon on Visit Log Listing when visit is linked to a pre-scheduled appointment
 - Added ability to show student photo for a staff if staff is linked to a student and the staff photo is non-existent (#2612)
 - Added a profile and groups list submenu to the Profile and Groups menus for quicker access to profile and groups entry

Changed
 - Prevent save button from being displayed to Students on old appointments
 - Adjusted list of staff that shows for assigned supervisor for work plans: now shows all active staff (not just consultants)
 - Adjust SI Batch code default expiration date to 4 weeks after the date of the batch visit
 - Adjusted immediate cancellation code when an availability is created that overlaps appointments but no center defined (#2608)
 - Adjusted timecheck units to reflect required time units
 - Sped up the search form for related records by count for Students -> Appointments and Visits.
 - Send SMS Button on Log Listing only shows if the student has opted in to receive text alerts

Fixed
 - Fixed an issue with search availability QR Codes images not working properly with SAML (#2582)
 - Fixed an issue with saving a center causes the center to potentially be added to the group privs multiple times (#2598)
 - Fixed an issue with Profile Reason show Active for a specific center or for all centers (#2599)
 - Fixed an issue with Search Availability Links via QR Code might not show Subtitle Additions properly (#2607)
 - Fixed Recalc these Registrations such that it will recalc all found pages of registration records (not just the current page)
 - Fixed an issue with fitness center day pass with auto registration expiration by number of days not working (#2609)
 - Fixed an issue with success plan steps not showing the confirmation notification to the consultant
 - Fixed an issue with student search - remove from previous selection when no records found (#2613)
 - Fixed an issue with availability listing, certain search fields referenced appointments or visits (#2615)
 - Fixed an issue with Q2 Raise Hand not showing profile custom fields (#2616)

<hr> [1.3.14] 2024-08-06
Added
 - For the Q2 Visits report, added the option so show, and search by, Q2 table name; also added these options to the Visits by ?? report, as well as the option to group by table name (#2547)
 - Added another time format for visit information display (#2552)
 - Added ability to use a center and staff choice in search availability widgets
 - Added ability for Custom Field Headers to be linked to a center (#2562)
 - Added non-duplicated availability hours to the Appointments / Visits Utilization Report (#2564)
 - Added on option to the Consultant Specialties report to show subject specialties that are linked only to active registrations (#2505)
 - Added search options to the favorite reports submenu - search by title, and/or show only own favorite reports (#2561)
 - Added a new system preference for HTML header text for Generic All KIOSKs
 - Added internal preference for maximum search availability widgets
 - Added the option in the Visits by ?? report to email each consultant their part of the report if grouped by consultant (#2563)
 - Added section custom fields to the Visits search category in Additional Search for reports (#2572)
 - Added Student Flag icons as an option for the Log Listings and KIOSK Listings (#2575)
 - Added an option to the Visits/Appointments Export to also include visits that were modified within the selected date range (this option limits the export to 31 days)
 - Added conditional questions to SurveyTrac, that will appear depending on the answer(s) to other question(s) (#2041)
 - Added the option to the Resources Listing report to optionally show future reservation information (if one of the reservation additional fields is selected)
 - Added Collateral to Resources listing (#2567)
 - Added option to allow Resource Returned Confirmations (#2568)
 - Added the Appointments/Availabilities by Hour by Day of Week report option to search by reason (#2566)
 - Added the option to choose This Week or Last Week for dashboard status charts (#2579)
 - Added the Center Schedule report option to show availability notes (#2580)
 - Added Section Code as an additional field to show in the Visits by ?? report
 - Added ability to specify a student dashboard document prior to upload (#2590)
 - Added ability for search appointment link subtitles to have HTML code (#2593)

Changed
 - Hide 'Report unable to find an appointment' button until the user has searched for an appointment (#2549)
 - Improved report security, based on group settings and user type, per report
 - In the Appointments Export csv file, there were two column headers titled 'Status' - the appointment status header has been changed to 'ApptStatus'
 - SAGE Referrals with Roster Annotation enabled will now follow Faculty group permissions (#2588)
 - Staff and Student local account lock button is not shown on new records, it is only shown after record is saved (if preference for local lock is set to allowed)

Fixed
 - Fixed an issue with work visit restrictions not honoring campus / profile time zone (#2542)
 - Fixed an issue where, if the preference to email reports as an attached file is set, some reports were attached with the wrong extension (#2545)
 - Added isSchedDuringClass and isSchedDuringClassID to custom data for Appointments
 - Fixed an issue with save student records and saving custom field data on newly imported records (#2551)
 - Fixed an API linkage between Survey Responses and Students (#2554)
 - Fixed ability to find duplicate students by email (#2560)
 - Fixed the CSV with Groupings/Totals option in the Visits by ?? report (#2574)
 - Fixed an issue with computing the recurring appointments to be sent a cancellation email (when one or more future appointments) (#2584)
 - Fixed an issue with computing the recurring dates for twig functionality (when one or more future appointments) (#2583)
 - Fixed an issue where during KIOSK logout and the validation fails but a survey has caused the continue button to be hidden, reshow the continue button (#2585)
 - Fixed an issue with Concluding an Asynchronous session (#2589)
 - Fixed an issue with custom fields not yet set as 'not for consultant' (#2592)
 - Fixed an issue with local password reset - rejected due to strict comparison (#2595)

<hr> [1.3.13] 2024-06-21
Added
 - Added a group privilege for SysAdmins to ignore required fields
 - Added the new Documents report (in the Management category)
 - Added student user name as an additional field in the Students Visits/Appointments by ?? report (#2512)
 - If the Visits by ?? report is showing a summary view with groupings, total unique students are now included per grouping
 - Added Date Entered to additional fields in the Visits by ?? report (#2515)
 - Added online to custom KIOSK options (#2521)
 - Added the preference option to send a password reset on the student record, or from the login page (#2504)
 - Added student user name as an additional field to show in the Visits by ?? and Student Fields reports (#2527)
 - Added the preference option to allow a staff to request a password reset email from the login page (#2504)
 - Added the SurveyTrac option for an emailed survey link to expire after # days (#2511)
 - Added advanced pref for multiple days on search availability
 - Added print button to search availability
 - Added search avail link twig name override and subtitle
 - Added a new option to the Usage Snapshot report, to show tallies on multiple-checkbox visit custom fields (#2531)
 - Added Sort by Reason to the Log Listing sort options (#2541)
 - Added ability to use barcodes for QRCode Batch Visit logins

Changed
 - Enlarged search availability modal
 - Student BIO Link prompt adjusted visually so the long URL is not displayed

Fixed
 - Fixed an issue with Linked Custom Fields to Centers, not being able to assign it to a particular center (using new interface) (#2509)
 - Fixed an issue with the Reasons menu not being sorted by SortCode in Visit Entry (for Quick Visits) (#2510)
 - Fixed an issue with send emails to Students having an issue when the staff user does not have a valid email address (#2508)
 - Fixed an issue with batch activation and deactivation of Reason specialties in the Profile entry screen
 - Prevent stacked availabilities from being hidden when hide unavailable is checked (#2516)
 - Fixed an issue with prospective student creation on loglist when enter key is pressed (#2523)
 - Fixed sorting on custom field listing (#2520)
 - Fixed issue with quotes in section titles when choosing a section for batch visits and group roster add multiple (#2525)
 - Fixed an issue with radios choices not saving in repeating groups (#2522)
 - Fixed format of message for prevent student booking between times (#2524)
 - Fixed a minor issue with auto choosing a reason on login when multiple choices set but only 1 reason available (#2528)
 - Fixed a few issues with system and profiles prefs not showing the save button automatically when a change is made (#2526)
 - Fixed issue with Resources Listing change field values (#2540)

<hr> [1.3.12] 2024-05-28
Added
 - Added appointment search to most appointment-related reports, and appointment custom fields to grouping options in the Students Visits/Appointments by ?? report
 - Added ability to link Terms and Conditions to Student Lists
 - Added ability to set Custom Views to be the default view or the only view for a table
 - Added ability for students to upload a photo during confirm bio process
 - Added additional checks on Student entry looking for duplicate values in Barcode, ID, Other_ID, and UserName (#2481)
 - Added the option for reports Additional Search to search by Student Other Status
 - Added LastImportedDT field to the Registration Listing nav search (#2480)
 - Added Multi-Data Check for TracFlow task Trigger Conditions
 - Added Log Resource KIOSK option
 - Added arbitrary return dates to resource checkouts
 - Added Resource Image to Log Resource Modal
 - Added custom fields to the Appointments Listing power search (#2478)
 - Added Resource reservations by date functionality
 - Added ability for students to search the resource widget for making reservations for items
 - Added Custom fields to the entry and to searching to the Availabilities and Documents tables
 - Added Custom field searching to Resources listing
 - Added All tables custom fields to be able to be imported
 - Added a new json lookup 'availstaff' for looking up staff that are available during a time period
 - Custom menu fields may now use JSON lookups and twig code to reference the menu items to be displayed
 - Faculty can now see tasks widget and create and assign tasks to their students
 - Added the option to upload documents to surveys (Document Upload is a new question type)
 - Availabilities have a new option called Stacked Availabilities for cases where a consultant needs to be available in multiple centers at the same time
 - Custom Fields may now be grouped together in custom groups.
 - Groups may now have repeating values acting as subforms.

Changed
 - Added more areas where recomputation of the cached Appointment display occurs when appointments are modified
 - Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default and the minimum value for this pref
 - Custom fields have been moved to their own listing - giving more flexibility when working with a larger number of custom fields
 - Appointment listings now honor 'own schedule' group preference, save button honors scheduling restrictions for appointments

Fixed
 - Fixed the sort capability in the label header for Students listing
 - Fixed an issue with 'Search Active Only' not being implemented after searches (#2490)
 - Fixed an issue with dragging upwards to create an availability / appointment block on the schedule (#2491)
 - Fixed issue with consecutive asynchronous appointments not being blocked by consecutive appointment rules (#2492)
 - Fixed an issue with Visit Notes email not using the campus time for email creation (#2494)
 - Fixed an issue with auto-assigned incrementing IDs for new students (#2501)
 - Fixed an issue with sending a password reset code email (#2503)

<hr> [1.3.11] 2024-04-30
Added
 - Added database fields in preparation for allowing SAGE SMS notifications
 - Added the Resources Listing report
 - Added the option to search by profile for the Resource Utilization and Resources Past Due reports
 - You may now double-click on the Reason type in the reason picker chooser to choose it
 - Added Reports Access to group settings to manage reports permissions (full access, limited access (no additional fields and/or custom fields), or no access, per report)
 - Confirm and Reminder emails now have an option to set Reply To as Consultant
 - Added Custom Appointment recurring date options
 - Added visit time totals for the Visits by Faculty and Subject report (the Show Summary Report option includes these totals)
 - Added new group privileges to prevent access to batch visits
 - Added Copy Link as an option for public / admin docs
 - Added the option to show work visit notes in the payroll report (#2446)
 - Added the option to show unattended sessions in the SI Session Listing report
 - Added power search options to the Tasks listing (#2472)
 - Added selection options to the Tasks Listing (#2472)
 - Added more details to the Outstanding Request description in the notifications (#2471)
 - For the Survey Responses report, a new additional field has been added to show Days to Respond (#2473)
 - Added minutes and hours options to max appointment rules regarding number of appointments in # minutes or # hours
 - Adjusted max consecutive appointment rules query (per profile) (#2462)
 - Added batch create for Prospect Requests

Changed
 - The Load more button on search availabilities is colorized to be more noticeable
 - Adjusted the sort order of the Queue Listing (#2466)
 - Appointments with multi-slot booking check each duration to determine if the slot duration is available prior to saving the appointment (#2470)
 - If the Show Inactive Resources option is checked in resource reports, a column will be added to the report to distinguish active from inactive resources
 - Increased the speed of the appointment display on the schedule by pre-computing the display text on appointment save
 - Adjusted top and bottom margins for custom fields used as header titles

Fixed
 - Fixed an issue with resource being checked out until x days before end of semester when x was left blank (assume 0)
 - Fixed an issue with the Send button on mass emails being visible when the subject and content of the email are blank
 - Fixed an issue with Asynchronous appointment status of Missed containing extraneous characters (#2467)
 - Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was not active (#2469)

<hr> [1.3.10] 2024-04-16
Added
 - Added a new Block Type = Meeting and Added the this meeting to populate the calendar URL for staff
 - Added an option for multicheck custom fields to have a maximum number of choices
 - Added the bar chart option to the Average Wait Time report (#2427)
 - Added some additional options to the Usage Snapshot report, for sorting the data and choosing which data set to chart (#2438)
 - Added ability to prevent a staff from logging in to work from off campus if restrictions are imposed (#2436)
 - Added ability to expand the consultant work login to use as a Work KIOSK
 - Added "Learning Specialists" to "Name for Consultants" options (#2444)
 - Added new Prospect Request feature for sending a secure link to a Prospective Student
 - Added +7 days to the default timeline on students and staff
 - Added Availability Blocks to the list of tables that may be accessed
 - Added duplicate staff button to the staff listing for creating new staff records based on existing staff
 - Added send 2nd reminder email to the Profile Email preferences
 - Added ability to set the due date for a checked out resource to be the end of the active term (minus x days)
 - Added Subject Title Faculty as a new display option for courses (#2448)
 - Added 'this semester' to the Attendance Listing (#2453)
 - Added 'Standard View' as an option to navigate to when viewing a Custom View (#2450)
 - Added an option to require consultant on KIOSK Logout of Visit (#2447)
 - Added Visits.CustomData/isLoggedDuringClass for work visits when the Staff is linked to a Student
 - Added new copy file operation to batch for copying a file from admin-doc to ftp
 - Added a group restriction to prevent viewing grades on registration records
 - Added reports implementation of the group restriction to prevent viewing grades
 - Increased the length of the Location and Online URL fields to handle very large URLs (ie Teams)
 - Announcements can now be time-sensitive, DAY (of week) sensitive and Profile dependent
 - Added a new global system pref for allowing appointments to be moved over slots that contain missed appointments
 - Added Resource as an additional location for Custom Fields to appear
 - Added a profile preference to prevent an asynchronous appt message from being composed and appt to be re-opened after the appt is concluded (#2425)
 - Added to SurveyTrac multi-checkbox questions the option of setting max number of choices (#2445)

Changed
 - Changed the display of System Prefs -> Custom Fields. A Location and Profile menu may be used to filter which fields are shown
 - Prevent Availabilities form using Centers or Reasons that a Staff is not linked to (#2439, #2437)
 - Added additional options to the Usage Snapshot Report (#2438)
 - Prevent Custom KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
 - Faculty course list on dash sorts the courses by the active registrations, those with none will appear at bottom in grey text

Fixed
 - Fixed an issue with search availabilities from Roster Referral not working (temporary issue #2422, #2424)
 - Fixed an issue with Q2 'Bump to top of list' choosing a time too early (#2423)
 - Fixed an issue with twig for email address(es) to properly handle line breaks (#2432)
 - Fixed an issue with Show these Registrations from Students listing when the shown is is based on a static list (#2442)
 - Fixed an issue with SI Batch Visit Entry -> Select All not updating the text that displays the number of selected records
 - Fixed the scheduler headers to stay fixed at the top of the page
 - Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
 - Fixed an issue on Modal Search allowing for custom fields to work properly
 - Fixed an issue with duplicating surveys with a question that contains an apostrophe (#2456)

<hr> [1.3.9] 2024-03-14
Added
 - For the SAGE Referrals by ?? report, added the option, when grouping by assigned consultant, to email each consultant their grouped portion of the report (#2372)
 - Added the option in reports to search for 'blankornull' (#2411)
 - Added the new Search Appointment Link feature for allowing students quick access to a search for appointments option
 - Added a new report to the Students category, Visits by Week by Center (#2209)
 - Added new options for text to display when appointment is online or asynchronous (#2416)
 - Added new Resource Management tab to System Preferences

Fixed
 - Fixed an issue where auto-logged-out visits weren't sending any surveys that were set to be initiated by visit conclusion
 - Fixed an issue when sorting visit listings when visit is set to Waiting (#2417)
 - Fixed an issue when the KIOSK login time rounds to nearest x minutes, and immediately logging out might create a negative duration (#2414)
 - Fixed an issue with Moving Appointments and/or searching for Availabilities when only 1 reason to choose (issue was very brief in appearance)
 - Fixed an issue where All Staff blocks that were overridden on a specific day might still block that day (#2418)
 - Fixed an issue in Staff Certifications where sorting by name was not available (#2421)

<hr> [1.3.8] 2024-03-07
Added
 - Allow user to raise Q2 student's hand via Other ID (#2366)
 - Added Section.Title override field to allow sections to override the typical Course.Title
 - Added a View My Schedule button on the scheduler for Consultants to quickly switch back to their own schedule (#2370)
 - Added the Show Summary Report option to the Visits by Faculty and Subject report (#2265)
 - Added an option to the Survey Responses report to sort by consultant or student, besides recipient (#2278)
 - Added additional security recNums tags to all references to q2Config entry pages
 - Added an option to show faculty name/email in the Consultant Specialties by Subject report (#2330)
 - Added a new Manual Badge feature that allows Availabilities to be linked to an Availability Badge (#2376)
 - Added ability for Custom Fields to be sortable in Custom Views (#2382)
 - Added 'semester' button to Search Students modal to quickly fill the dates with current active term dates (#2374)
 - Added an option in the Survey Responses report to automatically send an email to each consultant, containing their portion of the report data (#2380)
 - Added Terms and Conditions to ResourceTypes that may be initialed and then optionally emailed to the Recipient when the Resource is checked out
 - Added a menu option in the faculty listing for sending a survey to the current list of faculty
 - If the system preference is set to mark visits that were logged in during a scheduled class time, the Visits by ?? report can now report on that data, as well as the option to only show those visits (#2392)
 - Added the Average Wait Time report within the Management section (#1266)
 - Added option to add up to 2 custom fields to the Certification listing (#2396)
 - Added ability to prevent duplicate certification types from being created (#2394)
 - Added certification custom fields to the Consultant Certifications report as additional fields to show (#2395)
 - Added hyperlinks to the Asynchronous messages that refer to documents (#2400)
 - Added the Survey Response Rate Comparison report (#2243)
 - Added the option to group by consultant custom fields in the Visits by ?? report (#2401)
 - Added student search fields to the Logins by Hour by Day of Week report, and student and visit search fields to the Attendance by Hour report (#2402)
 - Added 'Save and Close' and 'Save and New' to Resources entry (#2405)
 - Added ability for faculty to create Success Plans if faculty group is given permission
 - Added a new Maximum Appointment rules failure message preference to be displayed to Students Only
 - Added a new table access group preference for giving access to the Appointments listing while controlling access to modifications of appointments

Changed
 - Auto assign TermID to Visits in Quick Visit save visit (#2368)
 - Logging Resources In / Out does not show Inactive items
 - Constrained the Listing pages for Visits, Documents, Referrals, Survey Responses, Appointments, Assigned Success Plans when the user's group has a student list constraint
 - Added same listing constraints for Custom Views for the same tables
 - When duplicating a SurveyTrac survey, the copy is now automatically added to the current user's permission group access (#2379)
 - Favorite Reports Management in global Preferences now has broader owner reassignment, especially for favorites created or duplicated by the logged-in sysadmin (#2173)
 - When Centers are moved from one profile to another, the linked available Reasons are cleared (#2381)
 - Restricting the Visits on the Listing to a Student List now allows work visits not linked to a Student to be shown (#2388)
 - Adjusted the Resources screen to utilize two separate listing windows for Resource Types and Resources
 - Resource listing now has a selection option with associated menu and also a change field values option
 - Students listing has been modified to prevent Faculty from batch assigning Registrations to Students
 - Default search for Attendance Listing and Appointments Listing is now 'month'

Fixed
 - Fixed issue saving Terminate Visits CC Email (#2365)
 - Fixed some of the Find Duplicates fields so they can be expanded after the initial find (#2378)
 - Fixed twig tags for Resource Overdue preview (#2387)
 - Fixed an issue with twig tags not displaying in Visit Duration Warning Message (#2385)
 - Fixed assigning batch certifications after the staff is sorted by center (#2397)
 - Fixed an issue with the Registrations by ?? report, to properly show all registrations when 'Show all registrations' is selected (#2404)
 - Fixed a rare instance of clicking on a Visit in the LogListing causing Q2Config entry to open up (#2410)
 - Fixed an issue with Day Summary on the Schedule not able to allow items to be clickable when Work Visits are shown
 - Fixed an issue with custom fields linked to a center not correctly shown in appointment when 'start on new line' is checked (#2413)
 - Fixed an issue with Center choices not loading when re-opening a custom field linked to a Center (#2412)

<hr> [1.3.7] 2024-01-30
Added
 - Show Subject/Course for all students found in Add Multiple to Class Roster option
 - Added Term Code to sections list when creating a Quick Visit for a student (#2323)
 - Batch assign work plans to Staff (#2327)
 - Added ability to edit the query and query params for a Dynamic List (#2319)
 - Added an option in the SI Comparison report to show standard deviation for mean final GPA comparisons
 - Added an Edit Student button to the Visit Entry page (#2334)
 - Added the option to include consultant custom fields in the Visits/Appointments Export, as well as the option to select student visits only, student and work visits, or work visits only, for the visits export (#2321, #2326)
 - Added the option to search by pay code in the Consultant Additional Detail Listing payroll report (#2349)
 - Added the option to sort by Percentage Completed (high to low, or low to high) in the Success Plans and Work Plans reports (#2346)
 - For the SAGE Referrals by ?? report, showing completed actions now includes dates and notes (#2353)
 - Added ability for Work Plan emails to go out in the mornings (#2354)
 - Added 'Required' option to SAGE Custom Questions

Changed
 - Removed Power Search option from Audit log listing (#2322)
 - Show in person location on popup information for availability
 - Account for Center Specialties when listing subjects for a search availability widget when linked to certain centers (#2318)
 - Deactivated Sections that are linked to an Appointment are now visible in Appointment entry menu choice (#2333)
 - Adjusted the default template for Success Plans (#2336)
 - When the clicking the Appointment.SchedVisitStatusIcon link, the Appointment will be adjusted to attended (#2337)
 - Changed the default for loglisting records to 20
 - Referrals Listing for Admins now honors the Referrals Types group preference (#2362)

Fixed
 - Fixed an issue when attempting to delete a List from Students Listing when the List has an apostrophe in the name (#2325)
 - Fixed an issue where Success Plans were not able to be deleted (#2335)
 - Fixed an issue with Utilization 'This week' search (#2343)
 - Fixed an issue with Faculty being able to view Success Plans in Student entry screen (#2345)
 - Fixed a temporary issue with Custom Views not being able to be loaded due to increased security (#2342, #2345)
 - Fixed a minor issue with Referrals Assigned menu icon not position correctly if zoomed in (#2356)
 - Fixed an issue with CC'ing an address on roster batch send email (#2357)
 - Adjusted the position of the menu that appears when the pencil is clicked in a standard linkfield menu object (#2358)
 - Adjusted the positioning of the Work Buttons on LogListing automatically after the page loads
 - Fixed an issue with Visit Durations allowed to be negative values (#2364)
 - Fixed an issue with using the Move To button to move a student's appointment onto a time where that student has a previously cancelled appointment (#2363)

<hr> [1.3.6] 2024-01-03
Added
 - Added ability to link a Task Trigger Button to specific Group(s) (#2295)
 - Added more optional fields to the User Detail report (#2290)
 - Added sorting options to the Center Schedule report, as well as the option to show the number of appointments per sorting (#2196)
 - Added a report option to Visits by ?? and Students Visits Summary reports to include visit totals by appointment type (Group, 1-on-1, Drop-in) (#2113)
 - Added Watch List indicators to group roster (if Appointment Display preference is checked for the Watch List) (#2308)
 - Added optional Step Start Date (or Days offset) to Success Plan Steps
 - Added the feature to duplicate saved favorite reports (#2104)

Changed
 - Batch visits are now tagged with the REQUEST_ID for auditing purposes (#2297)
 - Visits entry no longer shows Entered date time when the profile does not track waiting time
 - Appointment duration menu choices will be disabled if the time will extend outside the overall availability (#2291)
 - Quick Visits and Workshop visit saving will automatically set the EnteredDT field value to the Time In if no EnteredDT information present (#2302)
 - Automated reports set to use time frame of Last Week, Last 2 Weeks, Next Week, This Week now use the schedule calendar default start day preference for determining the starting day of the week (#2163)

Fixed
 - Fixed an issue with Log Resource button not working for Students with apostrophes in their name on Log Listing (#2299)
 - Fixed an issue with show contact info for students on Appointments not showing when Preferred is not the choice (#2298)
 - Fixed an issue with Manual Track Flows possibly not processing (#2296)
 - Fixed an issue with the Students Visits Center Grid report for showing student pronouns (#2305)
 - Fixed an issue with Chained SuccessPlans

<hr> [1.3.5] 2023-12-06
Added
 - Added Student UserName to SI Batch scan student identifiers (#2247)
 - Added more power to the Profile's Max Appointment rules, allowing multiple search values and the ability to search excluding a value (#2255)
 - Added blank option for Reason and Consultant choices to Custom KIOSKs
 - Added additional sort capabilities to Log Listing (#2267)
 - Added ability to link an inactive section to an old visit record (#2272)
 - Added Work Plans report (#2193)
 - Added ability for Students to Cancel asynchronous appointments (or delete) if within tolerance time
 - Added an additional column to the Workshop Roster displaying the student ID column chosen in Student Entry preferences for which ID to show on drop search (#2279)
 - Added a SurveyTrac option to prevent responses from being submitted after the survey period is over (#2281)
 - Added Student and Consultant satisfaction for Visits as a standard field with group preferences
 - Added new custom field type: Radio Icon Option
 - Added ability to display custom fields in menus with Values different than the displayed title
 - Added new custom field type: Image Menu Field
 - Added Ability to Add Notes to Attended and Selected Visit records form the Class Roster modal (#2286)
 - Added report option for "Students Visits/Appointments by ??" to show deleted appointments, and the option to apply the report date range to the appointment last-modified date (#2282)
 - Added a new option for Students to be auto-registered in a Section based on a List
 - Added the option to display consultant custom fields to the Q2 visits report (#2284)

Changed
 - SAGE Referral buttons are affixed to bottom of window (#2250)
 - Now hide the message on the Q2 Raise hand window saying it's safe to close the window when the location is Q2Remote (#2257)
 - Adjusted the appearance of Currently Logged in Consultants (font size larger) (#2269)
 - Adjusted the display formatting for student list on batch QR Code display (#2274)
 - Adjusted the list of reasons available to a search widget based on the linked centers for the search option widget (#2280)
 - Adjusted the Add Notes to... on the Group Roster to show notes fields for linked profile (#2285)
 - Adjusted the Add to Roster to choose the active registration record when there are multiple registrations for a student similar subject (#2288)
 - Updated Font-Awesome to 6.0, update MUI to latest

Fixed
 - Fixed an issue with sometimes saving a referral causes a blank page to appear (#2249)
 - Fixed an issue with some Listing Names being displayed improperly in the Student List menus (#2253)
 - Fixed an issue with KIOSK QR Code (touchless signin) asking for confirmation of BIO when setting was disabled for KIOSK (#2254)
 - Fixed Error 500 when running Logins by Hour by Day of Week with Additional Searches (#2252)
 - Fixed a temporary issue with inability to create new Staff records (#2245)
 - Fixed the local staff password change success message (#2256)
 - Fixed an issue with quotes in consultant name on Q2 Queue (#2260)
 - Fixed added server level protection against students attempting to book an appointment after the time has expired (#2261)
 - Fixed an issue with Success Plan step computation determining which step is next to complete (#2262)
 - Fixed an issue with appointment saving recalculating the linked overlapping availability (#2258)
 - Fixed an issue with adding multiple students to a group roster (#2270)
 - Fixed an issue with Automated Terminated Visit email not using the preference (#2266)
 - Fixed an issue with hiding a specific appointment status on the Student timeline (#2275)
 - Fixed an issue with survey responses being able to be submitted after a survey is made inactive (#2281)
 - Fixed an issue where the payroll report option of rounding individual visit times first may calculate the wrong total visit time (#2264)
 - Fixed an issue with some reports not including locked group availabilities (#2287)
 - Fixed an issue with the Success Plans report, where it would fail if there were deleted plan steps (#2293)

<hr> [1.3.4] 2023-11-01
Added
 - Added Profile badges for search availabilities
 - The Optional: In-Person vs Online Appointments report now has the option to include asynchronous appointments (#2212)
 - Added a new system preference for hiding the login option from the class roster (#2228)
 - Added a new report, Faculty Student Visits, a faculty-only report showing student visits for sections assigned to the logged-in faculty (#2080)
 - Added the report option to search by student Other ID in Student Search fields for numerous reports (#2206)
 - Added the report option to search by visit reason category in Visit Search fields for numerous reports (#2222)
 - Added the report option to group by "Scheduled by" in the Students Visits/Appointments by ?? report (#2192)
 - Added student missed as a status for Asynchronous appointments
 - Added a new report, Student Fields in the Students category
 - Added Flag Pref text to define flag colors
 - Added search availability widget option to link to arbitrary number of centers

Changed
 - This version finalizes a series of changes and improvements starting with version 1.2 that aimed to enhance performance, reliability, and scalability.
 - Trac Database updated to the latest RDS Aurora 3.04
 - Engine is fully optimized for PHP 8.2 Preloading and JIT
 - PHP Engine tuned for performance and TTFB ("time to first byte")
 - Linux Kernel 6+
 - 15-35% performance improvement per web request
 - 50% more request throughput per server
 - up to 25% faster imports

 - When there's only one reason choice for a Q2 Table, it will be chosen automatically in the raise hand modal
 - Copy the KIOSK Username to the first name field automatically on save (#2227)

Fixed
 - Late cancellation status not using "Status for Missed" preference (#2220)
 - Editing a course list from within another course list causes the added items to be changed to a blank course list (#2218)
 - For the SI Session Listing report, if a visit is connected to an appointment, and the appointment status is then set to Missed, the visit won't be included in the report (#2216)
 - Fixed an issue with All Staff reserved blocks blocking other centers during nightly calc missed (#2225)
 - Fixed an issue with QR Codes for SI Batch visits requiring an enrolled section when no section defined (#2223)
 - Fixed an issue when attempting to add a student to roster, if it fails, it was not showing an error (#2238)
 - Fixed an issue when moving an online appointment from one availability to another, new online location set for appointment (#2240)
 - Appointment move button now appears when the availability is asynchronous-enabled (but the appointment must be online or in-person) (#2251)
 - Fixed a temporary issue with creating new Registration record from Registrations listing (#2244)

<hr> [1.3.3] 2023-10-13
Added
 - Added a new System Preference that allows the system to mark visits that were logged in during a scheduled class time (#2208)
 - Added ability to show watchlist icons on dashboard at the search widgets for those visible to the Appointments (#2213)

Changed
 - Changed default templates for Student / Staff confirmation and Student reminder emails
 - Adjusted student timeline to show only allowed Surveys (#2214)

Fixed
 - When students mark an appointment as Canceled after the grace period, appointment will automatically be marked as Cancel - Missed (#2211)
 - Fixed an issue with Ad Hoc appointments not being able to be saved due to an error saying 'slot already taken' (#2210)
 - Prevent system from logging out a student when visit notes edited from dashboard utilization widget (#2217)
 - Fixed an issue where a batch QR Code might allow a student to log a visit to a section when non-enrolled in that section (#2215)

<hr> [1.2.34] 2023-10-12
Added
 - Added new tracking for students that search for an availability and find 0 results (#2178)
 - Added new functionality, 'Work Plans' which will allow campuses to track consultant work hours for certification / training tracking.
 - Added new functionality for student timeline filtering, added an Emails button (#2186)
 - Added new functionality for max appointment rules, 'with Same Profile' (#2185)
 - Added the count of processed referrals on the SAGE Referral Snapshot report (#2188)
 - Added the currently enrolled status indicator to the Appointments listing as well as a power search field Inactive (#2197)
 - Added a warning when the modality of an appointment is changed from how it was saved as well as a warning profile preference.
 - Added a message to the sections search when no section found in a batch visit entry (#2198)
 - Added Staff Member as a new name for consultants in profile prefs (#2203)
 - Added Recurring Dates tag to Appointment Reminder emails also added Recurring Dates Text to confirmation and reminders (#2200)

Changed
 - Changed the wording of the max appointment rules entry where it references 'All Students' versus 'The Student' (#2175)
 - Adjusted the status assignment for student cancellations of a series of appointments, successive appointment status will be 'CANCELED - DELETED' (#2195)
 - Adjusted the wording for subscribing to a personal calendar via URL to be more generic (removed reference to Outlook)
 - Adjusted Log Listing change visit status dialog to only enable the change status button after the consultants have loaded (#2207)

Fixed
 - Fixed some minor issues in preparation for new Trac Engine release
 - Fixed a potential security issue with document listing being shown on new appointment entry on PHP 8.0+
 - Fixed an issue with Custom Views not being accessible (#2180)
 - Fixed an issue with Saving student data containing only certain custom fields (#2179)
 - Fixed an issue with Q2 QR Codes redirecting to a blank page (#2174)
 - Fixes issue with student cancelling appointment with a reason containing '#' not working (#2182)
 - Fixed an issue with 'yesterday' being chosen in SAFE referrals listing (#2183) (date format issue)
 - Fixed an issue with finding a subject in Quick Visits (#2184)
 - Fixed an issue where Visit Notes may appear when group setting is Hide Notes (#2189)
 - Fixed an issue with SAGE referral additional questions and answers containing quotes (#2190)
 - Fixed an issue with Course List saving and relating to all Faculty, linked to no courses (#2194)
 - Adjusted navSearch options in Attendance Listing to discriminate between isWork for Visits and isWork for Reasons (#2191)
 - Fixed an issue in SurveyTrac's Notify Results Email, to correctly show the name of the survey taker
 - Fixed an issue with utilizing custom searches (#2205)
 - Fixed a message that would diplay about modality changes regarding asynchronous appointments (#2202)
 - Fixed an issue with Terms and Conditions for Students infinitely looping (#2201)
 - Fixed Saving an in-progress work visit caused it to appear in the Log Listing (#2199)

<hr> [1.2.32] 2023-09-26
Added
 - Added an option for Batch QR Codes to auto enter center notes (#2158)
 - Added an option for Batch QR Codes that intersect with existing visit records to auto logout or split the visit (#2159)
 - For SAGE module, SAGE reports can now display referral actions (#2161)
 - Added a profile option to prevent student scanning a QR Code prior to the code being allowed: no sooner than (#2164)

Changed
 - The Move appointment button and dragging appointments will now avoid times where the student is already booked (#2162)

Fixed
 - Fixed an issue with dropin SMS reminders always assuming the dropin location is online (#2160)
 - Fixed some minor availability movement weirdness when the DAYS doesn't match the new date for the availability (#2095)
 - Fixed a SurveyTrac issue where, if a response is connected to a staff and student, make sure to send the response to the recipient based on UID
 - Fixed move button for Appointments shown from the TimeLine (#2171)

<hr> [1.2.31] 2023-09-22
Added
 - Added ability for students to view previously accepted Terms and Conditions (#2121)
 - Added ability to add custom fields to SI Batch Visits (#1219)
 - Added an option to Hide a Center from Center Choices on Work Visit login (#2129)
 - Added ability to add 'with Same Section' to Max Appt Rules (#2133)
 - Added Potential Actions to Referral Types and Completed Actions to Referrals (#2125)
 - Added toggle show/hide capability (with cookie load default value) to the Q2 Help List and Wait List (#2142)
 - Added Reason to Availability blocks on schedule when Reason is assigned to availability (and not subject) (#2134)
 - Added ability to link a student to multiple assigned advisors via a student field with multiple values (#1982)
 - Added Staff.FirstLast to Staff NavQuery and Students.Full_Name2 to Student NavQuery
 - Added ability to hide certain custom fields from the SI Batch Entry
 - Added option to Center Schedule report to show appointment status (#2145)
 - Added student fields, including custom fields, to the Visits by Assigned Advisor and Student report (#2105)
 - Added new option on Watch Lists to enable / disable displaying on KIOSK login / out.

Changed
 - Order of Centers listing has been adjusted on KIOSK log in, they are now sorted by Name (#2131)
 - Adjusted how online optional slots are computed when the only booked appointment in a group is cancelled (#2036)
 - Moved the Assigned Success Plans menu from Other menu to the Other -> Listings... submenu
 - Adjusted Resource checkout for always available items (they were never intended to be returned) as auto returned (#2146)
 - Adjusted the search availability to exclude availabilities for otherwise booked consultants due to appointments in centers other than the one(s) searched (#2143)
 - Adjusted the icon for the Q2 Cancel Table help from the X icon to a trash can icon with more descriptive text in the dialog

Fixed
 - Fixed issue with timezone settings causing display of appointment to show correct time but wrong date (#1911)
 - Fixed an issue with security being too restrictive on QR Code logout with visit notes (#2128)
 - Fixed an issue with TimeLine Documents, clicking on the name would open a blank page (#2130)
 - Student Center Visits was not showing today's visit on 'This Week' search (#2135)
 - Fixed an issue with downloading some appointment documents (#2136)
 - Inactive Success Plans no longer send emails (#2139)
 - Fixed an issue with chosen Section not being shown on Referral Types with Annotated Rosters (#2144)
 - Q2 Setup menu now fixed in place no matter the scroll (#2141)
 - Fixed an issue with appointments overlapping a block for same consultant but in another center (#2153)
 - Fixed an issue with work visits linked to a QR Batch Code showing as null (#2151)
 - Fixed an issue with Search Availability widget linked to some Student dynamic lists not working
 - Fixed an issue with Students with no email address causing announcements to not be drawn on KIOSK for those students
 - For SurveyTrac, surveys directed to tutor/advisor/counselor via 'Display during visit entry' going forward, will show student information related to the visit in reports (#2140)
 - Fixed an issue with possible consecutive appointments prevention not being honored in certain cases (#2155)

<hr> [1.2.30] 2023-09-01
Added
 - Added Group Options for Student Entry Tabs 2 - 5 (#2088)
 - Added option to exclude inactive students on SI Batch Visit entry search (#2087)
 - Added option in Profile Scheduling Prefs to default Max Students value on new availabilities (#2086)
 - Added ability to add multiple students to a group roster (#2081)
 - Choose a date & center on search availability now constrains the center choices ot the search availability widget prefs (#2097)
 - Twig tags are now available in Q2 Instructions email (#2094)
 - Added Receive SMS Alerts field to Step 2 of the Import modal (#2093)
 - Added a Load Default button to many of the standard emails in profile preferences (#2077)
 - Fixed an issue on search availability when choosing the group of services menu reverting to 'All Groups' (#2108)
 - Added preference to Q2 configs to confirm the start of a table visit (#2110)
 - Added ability to specify the record sequence of a test record when previewing appointment emails, etc. (#2111)
 - Added ability for Asynchronous 1 on 1 appointments to be booked
 - Added additional modifier 'same consultant' for preventing consecutive appt booking (#711)
 - Added custom email options for termination and modification emails (#2115)
 - Added Student Confirm Bio and Staff Confirm Bio as Location Options for Custom Automations
 - Added automated emails fo batch assignment of Success Plans from Student listing (#2119)
 - Added ability to adjust a single day of an availability by creating a day block and a new availability (#1541)

Changed
 - The Process Activations button in the Terms preferences is now no longer hidden (#2107)
 - When Appointment record saved with No Status (Upcoming), system will unlink from a potentially linked Visit record (#2114)

Fixed
 - SAGE Referral followup date displays the date of the followup (no time) (#2098)
 - Fixed Saved Searches linked to Custom Views (#2078)
 - Fixed an issue Q2 Instructions email having a missing link to Raise Hand (#2109)
 - Fixed an issue with 'or' clauses and numeric fields in navSearch, you may not provide quotes to prevent a wildcard character from being added to the search criteria (#2106)
 - Fixed issue with charts on students listings not working when the search criteria included Appointments or Registrations (#2099)
 - Fixed an issue with reports that used a dynamic list based on a terms search not working (#2112)
 - Fixed an issue with Unselect All option in Attendance and Registrations listing not working (#2118)
 - Fixed an issue with students not being able to cancel all appointments in a series (#2120)

<hr> [1.2.29] 2023-08-11
Added
 - Added a range slider question type to surveys (#2021)
 - Added a secondary enter your ID label preference for batch visits only (#2038)
 - Added a new system preference for consultant work logout prompt for work notes (##2050)
 - Added menu pickers for Survey to link to Reasons and Subjects (#374)
 - Added option for page inactivity timeouts (#2053)
 - Added Last Month option to Utilization widget (#2058)
 - Added a new twig function to add a custom CC email address to an email (#2056)
 - Added an optional Center field for Terms and Conditions (in addition to the Profile field)
 - Added ability to set the calc missed from date to be the start of the current term automatically (#2066)
 - Added subject search option to Appointments/Visits Utilization report (#2048)
 - Added option in Students Visits Cleanup Data report to only show appointments for the center(s) selected (#2070)
 - Added Navigators to list of consultant types (#2073)
 - Added a Show All button to Change Consultant modal to ignore linked consultants only list (#2074)
 - Added Search by Student ID to Document Listing search (#2075)
 - Added subject search option to Appointments/Availabilities by Hour by Day of Week report (#2068)
 - Added option to show student pronouns on numerous reports as an additional field to show
 - Added an additional search availability widget (6 total)
 - Added ability for search availability widgets to be linked to the modality (in-person, online or asynchronous)
 - Added ability to add multiple students to a group roster (#2081)

Changed
 - Added ability to allow Profile admins to access Success Plans listing when table access prefs privileges granted (#2037)
 - When a group appt with optionally by slot online or in-person is deleted, the time slot preference is recalculated (#2036)
 - Q2 Log Off button that displays after a QR Code scan for students adjusted to Close with a message saying it's safe to close (#2044)
 - Compressed the reasons and recommendations in the Referral Type entry so more items may be shown in a smaller area (#2043)
 - Change wording of prevent students / staff booking consecutive appointments to be inline with actual functionality (#2064)
 - In-Person Availabilities that have not been booked after the time period expires become dropins, adjusted to allow online availabilities act the same (#2067)

Fixed
 - Fixed an issue with server timezone different than center timezone and list of appointments appearing with 24 hour offset from midnight to 1am (#1911)
 - Fixed an issue with blank tiles in KIOSK still being clickable to log a student out (#2047)
 - Fixed an issue with an apostrophe in a Centers name preventing it from being selected as the default choice in an Appointment entry (#2046)
 - Fixed an issue with Availabilities in the future (farther than 25 days) expiring too quickly to a student when the 'No Book Later than' preference is blank (#2045)
 - Fixed an issue with Course list items removal using Subject-Course-Section-Term (#2051)
 - Fixed an issue with Work Visit filter on Staff timeline not sowing work visits (#2049)
 - Fixed an issue with Availability badges being shown for all profiles (#2057)
 - Fixed an issue with UTC+1 or more duplicating first day column on a week schedule in the scheduler (#2059)
 - Fixed an issue where a user's group does not have edit schedule capability for a center, yet the appointment move button was being shown (#2061)
 - Fixed an issue with duration emails exceeding a certain number of minutes still being sent out when option is set to off (#2062)
 - Fixed a typo in the description for the search availability preferences
 - Fixed an issue with single quotes in Referral Type Reasons and Recommendation names (#2071)
 - Adjust sort order on loglisting and queue listing so those waiting longer will appear sooner (#2084)

<hr> [1.2.28] 2023-07-11
Added
 - Added Center Fund to Visits Export (#1975)
 - Added option to show visit details on Success Plans report (#1862)
 - Numerous reports can now search sections by Course List (#1977)
 - Added static QR code as a Custom KIOSK option in profiles
 - Added options to Hide Sage Notes and Additional notes from Faculty only (#1997)
 - Added option to include inactive assigned success plans in the success plan report (#2004)
 - For SurveyTrac, added the survey option to send via 'Email after # of visits during survey period' (#1855)
 - Added options for showing subject and reason while in Q2 Queue Mode (#2022)
 - Added twig sidebars for Welcome Messages in System Preferences (#2019)
 - Added twig tag options for Surveys (#2016)
 - Added preliminary version of TracFlow Automations module for beta testing
 - Survey Snapshot report can now display pie charts, bar charts, or line charts of survey answers (#1859)
 - Added Visit Time Out to Utilization widget (#2032)
 - Usage Snapshot report can now also display bar charts or line charts (#1901)
 - Added Preview button for System Preferences colors (#1813)
 - Added availability expiration message to Appointment Save for students (#1852)
 - Added ability to start and stop an appointment's visit for 1-on-1 appointments from the scheduler (#1726)

Changed
 - Dropin notification reminders will not send to student if the availability has been deleted (#1996)
 - Moved blank option to top of list in places where blank choice is allowed (#1985)
 - Increased the font size of Q2 Login modal (#2006)
 - Removed data form appointment - consultant tab from tml structure (#2017)
 - Quick Visit entry: changed timing of loading consultants menu to after centers loaded (#2011)
 - Added Q2 Config option for playing a sound when a student raises their hand (#2014)
 - Adjusted the formatting of table and staff name on queue listing so table and staff name stay inside their appropriate boxes at larger magnifications (#2014)
 - Postpone computation of courselist specialties if courselist is applied to more than 20 consultants or 20 centers (#2025)
 - Running the Visits/Appointments export manually with more than one year of data runs the export as a job (#2010)
 - Removed redundant 'allow user to manage resources', instead base this on ability to edit Resource Types in table access (#2034)

Fixed
 - Fixed an issue with Success Plan emails not opening from Timeline (#1974)
 - Fixed an issue with dots in Campus Codes
 - Dropin notifications for online availabilities go through the secured URL (#1978)
 - Dropin notifications for online availabilities show time in am/pm format (#1978)
 - Inactive centers hidden from Work Reason chooser (#1980)
 - Fixed change field value on Staff (#1986)
 - Allow public doc URLs to be emailed (#1987)
 - Fixed Show these faculty from registrations listing (#1988)
 - Fixed a method of creating a null visit when a visit has been deleted but a user attempts to make a Q2 request based on the old deleted visit (#1989)
 - Fixed an issue when the appointment online enter session rule doesn't have a value for no start later but does have a value for no start before end of appointment (#1990)
 - Send Visit Duration Notifications will now use the templates in hte profile preferences (#1995)
 - Saving a student list for search availabilities did not work for widgets #3 and #5 (#1999)
 - Fixed an issue with KIOSK QRCodes not working due to static QR Codes change (#2007)
 - Fixed an issue when adding a student with an apostrophe in name to Workshop Roster (#2012)
 - Fixed a refresh issue on Q2 Queue where the list is now updated for every student login or out of the queue center (#2015)
 - Hide Inactive Custom KIOSKs from KIOSK menu listing (#2018)
 - Confirmation notifications on timelines are now clickable (#2020)
 - Fixed and issue with editing System Prefs -> Custom Fields in Chrome browser (#1981)
 - Fixed the display of linked Reasons to Centers when the Reason is available for all Profiles (#2033)
 - Fixed issue with Referral Listing columns not being sortable (#2035)

<hr> [1.2.27] 2023-06-01
Added
 - Added multiple change field value fields to Staff listing (#1967)

<hr> [1.2.26] 2023-05-30
Added
 - Added Asynchronous availabilities for asynchronous appointments
 - Added a Duplicate button on the Success Plan entry and the Step Listing for a Plan (#1928)
 - Added Change field value for Admins to the SAGE Referrals Listing (#1934)
 - For SurveyTrac, preference option in 'Dashboard Charts and Dashboard Surveys' allows hiding the surveys panel from the dashboard if there are no pending surveys
 - For the Resource Utilization report, staff that processed the checkout and return have been added (#1930)
 - Added Email and Staff Sequence optional fields to User Detail report, and Last Access field is now being updated (#1951)
 - Added more optional fields to the User Detail report
 - Added a convert appointment to asynchronous button to the appointment entry for staff only for profiles that allow asynchronous profiles
 - Added change field values to Staff listing (#1967)
 - Added 'Subject CRN' to choices for format to display subject (#1968)
 - Added display subject preference using CRN now also causes CRN to be displayed in sections list in batch visit entry
 - Added Consultant Fund and Center Fund to the Visits by ?? report, for grouping by or as an additional field (#1975)
 - For SurveyTrac, there's a new 'Initiated Via' setting: 'Email after 1st visit per consultant during survey period' (#1857)
 - Added option to show visit details on Success Plans report (#1862)
 - Added reports option to search by Course List on numerous reports (in Additional Search, Registrations Search section) (#1977)

Changed
 - Asynchronous widget will now only appear on dashboard if 1 or more profiles have the preference activated
 - Success Plans for students will not be show on student dashboard if the assigned plan is deactivated or the success plan itself is deactivated (#1931)
 - Dropped the display of the unused document field 'Follow Up By' (#1929)
 - Resource reports allow the option of showing checkout notes
 - Adjusted registrations Assignment Grid view to allow searching for Total Points (#1935)
 - Use "KIOSK Enter ID label" for Ad Hoc QR Code text (#1932)

Fixed
 - Fixed an issue with email templates sometime not being editable (#1924)
 - Fixed an issue with max appointment rules and In Person only appointments (#1920)
 - Fixed sorting of reasons on dashboard to use the sort code (#1955)
 - Fixed an issue with Success Plan Step completed email (#1961)
 - Minor security updates (#1956 - #1960)
 - When booking a recurring appointment check to prevent double booking on future dates (#1964)
 - Fixed a couple typos (#1965, #1966)
 - Fixed duplicating a group from profile causing an invalid search bar to appear (#1969)

<hr> [1.2.25] 2023-05-02
Added
 - Added ability to duplicate courselist items (#1851)
 - Added Next and Previous buttons to Student, Staff, Faculty and several other entry page navigation
 - Added Custom Notes to availability blocks for internal staff documentation about availability issues (#1921)
 - Added "Writing Fellow" to "Name for Consultants" options (#1919)
 - AddedCustomizable text on local login screen (#1914)
 - Added option to allow Custom Kiosks to display consultant login button (#1909)

Changed
 - Surveys Listing Active field is sortable (#1899)
 - Students Visits Cleanup Data report now allows changing the visit or appointment consultant (#1867)
 - Changes to sort order of sections in a course list (#1918)
 - Added a conclude icon to Q2 list of helped (#1917)
 - Resources reports now include staff checkouts, with option to sort by staff (#1910)

Fixed
 - Fixed issue with saving an availability block when no meeting type chosen (#1998)
 - Fixed a log resource issue (#1923)

<hr> [1.2.24] 2023-04-17
Added
 - Added some special student fields to Student import field assignment process (#1882)
 - Added new profile preference for the ability to customize the emails that go out when multiple cancellations / misses cause auto cancellations of appointments
 - Added ability to retrieve the Block - Description as a twig tag in an appointment that was blocked on the schedule
 - Added QR Code to Student Confirm BIO on login when email for student is inaccurate or missing (#1866)

Changed
 - Removed the unneeded global preference 'Display Receive SMS' (uses Group preference for access) (#1878)
 - Moved several profile preferences into a new Advanced Preferences category (#1877)
 - New Availability looks activated
 - Next and previous navigation buttons on scheduler are now disabled while the calendar data is loading (#1887)

Fixed
 - Saving a success plan might duplicate the steps (#1894)
 - Ad hoc appointments will allow you to choose In person or online (#1896)

<hr> [1.2.23] 2023-04-07
Added
 - Added new fields to database to handle built-in asynchronous appointments
 - Prepared new interface elements that will in the future display asynchronous appointments
 - Added Custom Views to Appointment Listing (#1846)
 - Added Section and TermCode to Students -> Attendance Listing (#1843)
 - Added indicator badge to scheduler to indicate In-Person availabilities (versus Online) in preparation for asynchronous availabilities in future
 - Added checkbox options in Consultant Max Hours and Non-Duplicated Appointment Time report whether to include missed appointments in the report, as well as showing appointment subject, reason, and location
 - Search by section schedule Day and Time on Registration listing and Via Student search form
 - Added WatchLists to available twig tags
 - Added new Group Preference called 'hide Is Work' to hide Is Work button from Quick Visit entry
 - Added new Group Preference which prevents 1 on 1's from being displayed as drop in when the scheduling time expires
 - Added new preference to search availability widget to prevent similar availabilities from being stacked
 - Added ability for admins to modify the linked person for a document
 - Added new Profile preference affecting KIOSKs that allows the student to log in to an appointment for a center in the same profile as the KIOSK
 - Added a new preference in Appointment scheduling that prevents a visit from being created when entering an online session
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended and a visit already exists that surrounds the appointment start
 - Added Referrals Listing to the Listings menu and Sorted the Listings by Name
 - Added a new report, Optional: In-Person vs Online Appointments (#1453)
 - Added confirm Bio search to student Listing (#1864)
 - Added Minimum duration option for Visit Steps (#1860)
 - Added Birthdate to the list of confirm Bio Student fields (#1865)
 - Added a new report, Student Search Availabilities (#1222)

Changed
 - Changed: do not show Student Blocked by Time message for Drop In blocks
 - Changed: Visits by ?? report and Visits by Faculty and Subject report now allow Faculty Email as an additional field to show (#1870)

Fixed
 - Fixed saving issue from Success Plan entry via popup (regular entry was working properly) (#1849)
 - Fixed a display issue with Documents Listing (showing inactive when not necessarily inactive) (#1845)
 - Fixed an issue with hide DropIns from student per search availability widget
 - Fixed typo in second selection deletion prompt (#1871)
 - Fixed an issue with saving resources showing a resource no longer checked out (#1874)
 - Fixed a script error issue on KIOSK Choose Consultant options (#1844)

<hr> [1.2.22] 2023-03-23
Added
 - Added Appointments listing to Other->Listings menu (for Admins only)
 - Added TimeLineEvents entry screen so the event may be viewed by Admins or deleted by a SysAdmin (#1814)
 - Added Survey option to auto-resend survey emails for unanswered responses (once) after # days (and optionally, after that, continually resend every # days). Also an option in Survey, Responses tab to exclude responses from being re-sent. (#1109)
 - Added categorization option to the notifications modal and ability to hide a notification from the notification listing (#1815).
 - Added ability for Redrock staff when setting up imports to drag and drop to move or copy import batch items from one batch to another.
 - Adjusted the borders or the roster list of the class roster modal to make it look more like other listings.
 - Added a new SAGE report, Referrals by Student and Appointments/Visits (#1816)
 - Added ability to prevent an appointment reminder/confirmation/missed email from being sent if the email body contains: #ACTION:DO NOT SEND#
 - Added a remember student option on batch visits to allow multi-logging for the same student (#1838)
 - Added a new management report, Consultant Max Hours and Non-Duplicated Appointment Time (#1711)

Changed
 - Slots found on search availability grouped (stacked similar) according to time, date, center, type , location... added online (#1825)
 - Adjusted AdHoc QR Code to work when drop in availability is linked to a course list (#1827)
 - Success Plan entry screens nowshow the name of the success plan in the app bar at the top of the screen (#1831)
 - Success Plan email entry: the pop over editor will not activate the full WYSIWYG editor, but clicking on the line to show the full screen version of the email will invoke the WYSIWYG editor (#1830)
 - Visits/Appointments Export, in the Number of Days to Export field, another option is a range of days, i.e. 14...7 would export from 14 days ago through 7 days ago. (#1738)
 - Staff only sections will not appear on KIOSK login for students (#1836)

Fixed
 - Hide inactive custom questions on KIOSK log in / out (#1820)
 - Hide inactive Q2 Configs on dashboard (#1819)
 - Make Continue button on KIOSK log out keyboard accessible (#1818)
 - Surveys marked for Display on Document Posting was causing dashboard to not load for Students (#1821)
 - Group staff listing does not need the selection menu option at top of list - removed (#1824)
 - Some Resource checkouts weren't being shown on student timeline due to the change that allows staff to now be able to check out a resource (#1826)
 - Fixed word wrapping of checkboxes when the label won't fit in the intended area (#1822)
 - Fixed an issue with search availability widget preference to hide profile option not working (#1829)
 - Fixed issue where certain students migh see a duplicated announcements on dashboard (#1834)
 - Fixed an issue with SAGE notes and additional notes hiding when referral type option checked. Also Custom Questions now says Additional Questions (#1835)

<hr> [1.2.21] 2023-03-09
Added
 - Added ability to change consultant time check mode to bi-weekly (#1768)
 - Added Staff LastFirst and FirstLast fields to power search which allows consultant linking to students (#1784)
 - Added new report Appointments/Availabilities by Hour by Day of Week
 - Added Center and Profile to Outstanding Appointment requests (#1787)
 - Added an option to allow student to choose Other when logging in to a center and there is a prescheduled appointment (#1796)
 - Added new system preference to toggle Student Upload documents to their dashboard
 - Added new option for profile preference regarding choosing a consultant on login: you can now make the consultant required (Yes, No, Yes Required) (#1809)

Changed
 - Adjust time line indicator on scheduler when center chosen and time is not the same as current browser time (#1778)
 - Only Redrock developers may now create a system wide announcement to campuses (thank you Billy).
 - Allow registration custom fields to be viewed in Visits by ??, Students Visits/Appointments by ?? and Usage Snapshot reports (#1781)
 - Registrations by ?? report now allows grouping by Subject/Course/CRN (#1807)
 - Reports using Registrations section of Additional Search now includes searching by registration status (#1802)
 - Availbility slots will use availability preference for multi-slots when accessed via search availability (#1810)

Fixed
 - Fixed an issue with outstanding appt requests - followed up by person (#1782)
 - Fixed a too strict logic issue when determining if a consultant can cancel an appointment from the dashboard (#1785)
 - Fixed 'birthdaytoday' phrase search on student listing to additionally honor 'search active' (#1790)
 - Fixed issue with student name with back tick (`) causes not able to search for an availability (#1792)
 - Fixed surveys sending to tutor/advisor/consultant after student visit, when set with 'Email after visit' and Tutor/Advisor option is checked (#1775)
 - Fixed when staff removed from a center the visit entry will now still show the assigned conultant for older visits (#1795)
 - Fixed a typo for student document upload button (#1803)
 - Fixed an issue with annouuncements not showing on Dashboard (#1801)
 - Fixed an issue with visit with First Available originally chosen auto choosing the first consultant on the list (#1805)
 - Fixed an issue with search availability showing Profile choices to the Student (#1806)

<hr> [1.2.20] 2023-02-27
Added
 - Added new Task report
 - Added Subject and Course as separate additional fields to show on Visits by ?? report
 - Added Watch List indicators to Registrations Listing
 - Added Show these Registrations to Students Listing
 - Added various minor changes to Success Plans (#1773) including auto assign consultant and edit record link
 - Added a notification message if roster appt status could not be changed due to network error (#1780)

Changed
 - Modified student & staff timeline items to show light grey background for Extra Detail items
 - KIOSK Sort code for staff can now also sort the staff on the scheduler (#1746)
 - Added a message to SI batch visits area show the total number of SI Visits created (##1753)
 - When adding a new roster appointment, pre-assigned subject and reason are now displayed in the roster item (#1754)
 - Only user-allowed task types are now shown in task entry and listing (#1759)
 - Added a Notes Required option to profile preference to allow Notes to be required in Visit Entry
 - Added a Cancellation Reason required to system preferemces (#1758)
 - Adjust privileges for Staff that are not Admins: no deletion of selected records, no merging records and no change field value (#1760)
 - Adjusted size of Q2 expander button in Q2 Queue listing

Fixed
 - Special Needs customized title now used for availability entry modal
 - When student is in a timezone different than profile and campus, local time is now being displayed and enter online session button works (#1747)
 - Fixed a typo on dashboard for Referrals (#1748)
 - Fixed an issue with Max Appt Rules that use a week start on Sunday (#1749)
 - Fixed an issue with DST adjustment
 - Filtering scheduler with Location filtering and Hide Unavailable now work together (#1756)
 - Reasons shown to Staff only are now hidden on KIOSK signin (#1770)
 - Fixed weird issue with clicking on watch list name on dashboard (#1771)
 - Fixed a location and online issue when moving appointments from one availability to another (#1769)
 - Fixed a time zone issue with appointment notifications when appointment time is different from campus time (#1779)

<hr> [1.2.19] 2023-02-09
Added
 - Added Recompute time for watch lists in the Preferences (#1717)
 - Allow dragging of twig fields for batch emails (#1716)
 - Added ability to choose selected item from group roster to send visit notes, surveys, and emails
 - Entering term 'birthdaytoday' in student nav search shows students with a birthday today
 - Profiles can now block student appointment booking between two times (ie 10pm and 4am)
 - Added 'Consultant Max Hours' as an additional field to show on the Students Visits/Appointments by ?? report (#1705)
 - Added twig to Survey 'Notify results to emails' setting, so each survey recipient can receive their Notify Results email (#1695)
 - Added Students Visits Center Grid report (#1714)
 - Added option to send quiz to students from group appointment/roster
 - Added survey sent via "Email after 1st visit per subject during survey period" option (#1342)
 - Added links to edit visit records in Students Visits Cleanup report (#1494)
 - Added new cookie for controlling if Extra Detail will be automatically checked (#1742)
 - Watch List students on dashboard now have their associated color indicators next to the title

Changed
 - Prevent Switch to account option from switching to an inactive account (#1718)
 - When editing custom fields of an appointment, show Save button as soon as any key is entered in the custom field (#1721)
 - Added duration check after batch duration amount entered to prevent badly formatted durations (#1723)
 - Custom missed appointment statuses are now honored in student appointment timeline extra detail
 - Work visits do not require subject (overrides profile preference for requiring subjects)
 - Display appointment's local time when browser time does not match center's appointment time (#1737, #1740)
 - Adjusted FTE option to specify students with exactly # / # or more / # or fewer hours/visits for Visits by ?? and Students Visits Summary reports (#1598)
 - Moved Profile Pay Basis settings to general Preferences, Payroll section; added link to Work Types listing (#1679)

Fixed
 - Fixed a typo on Group permissions 'this controls which centers the user...' (#1719)
 - Fixed SAGE Emails were dropped from timeline due to null category, they are back (#1720)
 - Fixed reports query using Students On List option for dynamic lists (#1715)
 - Prevent a quiz from being changed back to a normal survey once a response has been recorded (#1741)
 - Show unique students per grouping if one of the groupings is Student (#1632)
 - Fixed issue with consultant reason specialties selection menu not always loading (#1739)

<hr> [1.2.18] 2023-01-07
Added
 - Custom KIOSKs now can have a course list attached (#1689)
 - Add staff display entry link to day summary dialog for a staff record
 - Added Tip of the week menu and tip of the week notification
 - Added ability for students to filter the Center Visits widget by Center and Subject (#1708)

Changed
 - Changed student timeline so emails related to Visit, Success Plans, Appointments, Resource are grouped accordingly and shown when extra detail is checked

Fixed
 - Printing Student Center Visits from dashboard now prints all pages of the students visits (#1707)

<hr> [1.2.17] 2022-12-26
Added
 - New Module: Student Success Plans (#1677)
 - Added ability to share a course list item with other selected course lists (#1681)
 - Added additional overall attendance chart to student attendance (#1514)
 - Added additional Import process to activate solely based on dates from and to (#1674)
 - Added The ability to set a default 'Override From Address' choice in email prompt (#1675)

Changed
 - Changed wording in Staff Entry of Primary Center to Default Center (#1680)
 - Expand 'User Detail' report functionality (#1460)
 - Q2 Custom Field requirement changes (#1684)

Fixed
 - Custom Fields that are required when displayed on Q2 Raise Hand will now honor required attribute (#1684)
 - When a Course List has no items, recalculation of course list will gneerate a list of no items (#1487, #1683)
 - Fixed a typos in Saved Searches modal (#1685)
 - Allow Registration Listing Custom Fields to be reset to blank value (#1682)
 - Fixed an issue when sending batch emails from student listing, Chrome browser for windows didn't always get the last selection of records (#1582)

<hr> [1.2.16] 2022-12-12
Added
 - A searchable Usage column added to the CourseLIst listing
 - Opacity of Reserved Blocks adjusted so visibility of covered items increased
 - Allow checkouts of resources to Staff (#527)
 - Added Staff Only option for Reasons (#1665)
 - Added Barcode field to batch visit scans (#1672)
 - New import process to activate registrations based on date and withdraw codes only (#1674)

Fixed
 - Resource Check In/Out Button On Log Listing Not Working (#1660)
 - Issue with wild cards in power searches for custom fields (#1659)
 - Unrerve Resource button not showing (#1662)
 - Update staff.studentid field when staff user name is changed in staff record (for linking student to staff) (#1668)
 - Students name not appearing on check out history tab of Resource (#1671)

<hr> [1.2.15] 2022-12-03
Added
 - Added Custom Automation scripts to various specific locations (#1607)
 - Added Terms and Conditions Reponses tab to Terms and Conditions Entry (#1636)
 - Drop down menu support in Custom Views for fields with choices and are editable (#999)
 - Sort Lists alphabetically on report picker (#1640)
 - Added activation deactivation of Lists in Custom List entry (#1641)
 - Lists menu is now searchable
 - Max Appointment rule additional message now allows twig processing (#1646)
 - Added ability to search registrations based on a course list
 - Added Reponses to Terms and Conditions entry with Term and Subject listed (#1651)
 - Added Time Check option for required hours per Month (instead of Week)
 - Added keyboard acessibility to Q2 Table interface (#1634)
 - Added Fund Codes prefs to the Pay Codes area in order to predefine fund codes
 - Add ability to group Lists on the menus by using :: (double colons) to separate group name and menu name

Changed
 - Year is always shown on dates of visits in the attendance listing (#1638)
 - Moved general list options menu choices to top of List menu (#1639)
 - Changed wording of max appt rule display when status searched is blank (#1645)
 - New Availabilities will default to profile preferences for multi-slot times (#1647)
 - Dropped 'View Student Info Tab on Visits' preference, now automatically uses Table Access setting from Group prefs (#1655)

Fixed
 - Fixed a typo on special needs instructions (#1648)
 - Fixed a typos on Search availability instructions (#1653)
 - Fixes an issue with saving blank reason on Availability Badges (#1652)

<hr> [1.2.14] 2022-11-22
Fixed
 - Fixed an issue on swift email attachments for iCal REQUEST vs CANCEL (#1594 again)
 - Fixed an issue with SI Batch scans confirmation message (#1613)
 - Fixed an issue with Batch Scans -> ID and Other ID (#1626)
 - Fixed an issue whith student search when trying to find Active Students WITHOUT an active Registration (#1627)
 - Fixed an issue with Q2 Table Visit straddling midnight (#1624)
 - Fixed issue with Course and Section menu on Workshop entry (#1617)
 - Fixed an issue when printing a survey or quiz with text overlapping (#1625)
 - Fixed an issue with Workshop attendance creating a visit (#1629)
 - Fixed an issue when Chrome language set to Korean, not being able to conclude a Q2 Table Visit (#1633)

Changed
 - Removed Consultant name from Q2 Hand Raised on kiosk and log list fields (#1612)
 - Dropped 'Include Wait Time' preference (not being used) (#1621)
 - Added ability to search by workshop name in workshop listing (#1616)
 - Added pagination to Enroll Students listing in Workshop Listing (#1614)
 - When moving an appointment, dropins no longer appear as an option (#1615)
 - When generating attendance for a section, inactive sections are now hidden (#1631)

Added
 - Added a group preference for preventing password editing of student and staff (#1605)
 - Allow multi-check questions for Quizzes
 - Surveys and Quizzes show on timeline under Surveys
 - Ability to display a Quiz on Assignments tab of Registrations entry
 - Surveys, Staff, Students, Faculty, Visits now show message when a change has been made and user wants to close the page (#1608)
 - Report That Only Shows Availabilities That Are Not Booked (#1537)
 - Added new log list field for showing currently request Q2 subject (#1609)
 - Added QR Code for KIOSKs showing for all profiles (and Work Visit login) (#1610)
 - Added new Twig tag for Document Posted By Name (#1622)
 - Added a cancel button to Terms and Conditions modal (#1628)
 - Added ability to force a custom field to display starting on a new line (#1618)
 - Added ability to enroll a student into a workshop via ID, Other ID and Barcode (#1630)
 - Added Custom Fields to Q2 List and Q2 Raise Hand modal (#144)

<hr> [1.2.13] 2022-11-10
Fixed
 - Prevent confirmation emails for cancelled/deleted appointments when availability is changed
 - Fixed list sorting for several fields on several listings
 - Prevent student double booking on group roster
 - Prevent user from adjusting visit's status changes multiple times in a row (via double and triple click)
 - Marking an appointment as logged in from the dashboard now adjusts the appointment status automatically
 - Fixed an issue with appointment missed status being set to the custom student missed status
 - Fixed an issue with change field value record selection (auto checks against previous search)
 - Fixed an issue with certain reserve blocks being ignored on search availability (#1606)
 - Courselists for centers properly utilized for subject choices on appointment entry
 - Added REQUEST=CANCEL method for email attachment for cancelled appintments (#1594)
 - if appt changed and confirmation already sent, resend confirmation.

Changed
 - Center is required on Quick Visits
 - Adjusted the spacing around the Q2 Raise hand button on log listing
 - Added date checks to availability blocks when adjusting from and to dates
 - Q2 Conclude visit now adjusts to server time for q2 table visits
 - Addjusted iCal appointment attachments to be system timezone independant
 - Allow person to change online or in-person on group when only 1 person enrolled so far

Added
 - Consultant time check now uses a preference that controls how many weeks to display on time check
 - Allow faculty to view 'own visit' on student entry
 - Allow location and subject course to be searched on visit log listing
 - Added a new login to center area on Q2 Queue List
 - Added new preference for controlling how many consecutive appointments allowed
 - Added a grace period for cancelling a newly created appointment without penalty
 - Allow blank as a choices for faculty on section entry
 - Added menu for filtering referral types on dashboard referrals widget
 - Added Process Specialties button to Terms area of system preferences
 - Added new feature to Q2 Configs widget showing hands of students that need help that the current user may help

<hr> [1.2.12] 2022-11-8
Added
 - Added PGP encryption to FTP files uploaded for import

<hr> [1.2.11] 2022-10-27
Fixed
 - Preserve online url for group roster appointments
 - Fixed issue with Q2 hand raised modal not closing
 - Fixed log list refresh for Queue listing

Changed
 - Don't show custom fields to consultant on a KIOSK log in / out
 - Added a preference to hide the number of slots found message on searc availability
 - Prevent certain student fields from being searchable when user can only access brief view of student
 - Make sure a concluded visit has the time in field set
 - Visit entry requires Center, Reason, Subject and Consultant
 - Multiple cancellations and misses now have an adjustable tolerance value for auto-cancelling future appointmenmts
 - Followed up referrals nbow show as entries on timeline
 - Additional security to prevent user from viewing referral when they do not have access to that referral type
 - Allow a previously cancelled student to be added to a roster appointment
 - Show attached fiels on mail queue item

Added
 - Added a confirmation on rosters whena changing an appointment to missed or cancelled
 - Added barcode field to Q2 list search
 - Added a paperclip icon to timeline to indicated attached documents for appointment and vsiit records
 - Added a profile preference to control reminder alarm for iCal attachments

<hr> [1.2.10] 2022-10-17
Fixed
 - Fixed an issue with Group Roster subject not displaying correctly (#1491)
 - Prevent double click on log out of visit when survey is displayed (#1492)
 - Fixed iCal appointment uses profile time zone (#1493)
 - Fixed multiple issues with scheduler on iOS (#1473)
 - Fixed Override and Send option on SAGE referral (#1504)
 - Fixed an issue with work visits in time zones not matching campus time zone (#1507)

Changed
 - Added pagination to the student list for resource checkouts (#1511)

Added
 - Added Q2 Consultant Alias to list of KIOSK fields (#1499)
 - Added a blank subject option in edit visit entry (#1495)
 - Added sent notifications to student timeline (#1508)

<hr> [1.2.9] 2022-10-03
Added
 - Added new ReasonsAndLabels and RecommendaitionsAndLabels tags for SAGE Emails (#1444)
 - New prevent double booking procedure for 2 students clicking to book at the exact same time (#1439)
 - New functionality to allow availability blocks for a single staff to be for all centers
 - Added Consultant Alias to Kiosk Field choices
 - New profile preference for CANCEL - MISSED (#1456)
 - Added batch staff notifications and document uploads
 - Added Export to CSV for staff listing
 - Allow termination of work visits at night (#1462)
 - When cancelling multiple appointments in a row, cancellation 'auto cancel' email will go out to student and consultant including iCal (#1463)
 - Added a preference for batch imports to email campus IT on success (#1476)
 - Added a Terminate Visits Now button to profile entry preferences so profile admin can manually terminate all open visits.
 - Added a Q2 Configuration option for requiring a table when raising hand (#1484)
 - Batch scans that fail now show on scan results (#1483)

Fixed
 - Ability to move availability from one day to another (#1445)
 - Fixed Export to CSV for Assignment Grid (#1447)
 - Fixed an issue with time entry for time between 12:00 am and 12:59 am (#1449)
 - Fixed issue with batch referrals for faculty not working if too many (#1451)
 - Prevent double click on roster log visit (#1452)
 - Fixed require reason for Q2 Hand Raise (#1455)
 - Fixed an issue with search availability not ignoring custom delete statuses
 - Prevent double clicking on batch save referrals (#1461)
 - Nightly missed appointment process uses student missed preference (#1471)
 - Assignment grid sorting - force numeric fields to sort numerically (#1474)
 - Fixed an issue with workshop attendance where the student is not enrolled in the course we are linking the attendance to (#1479)
 - Fixed a display issue for faculty linked to a class that has a badly formatted time for the class schedule (#1482)
 - Fixed an issue with marking a workshop as attended sometimes temporarily showing other students in the workshop roster (#1479)

<hr> [1.2.8] 2022-09-28
Added
 - Added Online as a field option for searching visits (#1429)
 - Added new capability to FTP REMOVE import process, allow remove multiple files (#1433)
 - Added new Q2 Config preference to keep a Q2 Remote center visit logged in and remain on log listing

Fixed
 - Fixed an issue with signature fields negatively interacting with fields near by (#1426)
 - Fixed an issue with wait status change functionality not working with advising centers (#1425)
 - Fixed problem displaying the custom location on batch visits editing (#1428)
 - Fixed an issue with batch emails to Faculty and Staff not using the new check system (#1431)
 - Fixed an issue with Q2Remote table visits not being marked as online (#1432)

<hr> [1.2.7] 2022-09-19
Added
 - New search availability rules and badges
 - New Twig Text item on KIOSKs and Log Listings for customized text with tags
 - New search field on scheduler staff menu (#1397)
 - New Search Avail Query counter for students
 - Added Appt Search items to Student Timeline (extra detail appointment items)
 - Added new permission to groups for allowing view schedule but not edit anything (#1395)
 - Added a print button to student center visits widget (#1393)
 - Student tags side bar to email templates and batch student emails (#1379)
 - Added new system preference for sticky start and sticky duration (#1405)
 - Added color picker for availability badges (#1407)
 - Added to Q2 Feature for showing Q2 Table visits on log listing (#1329)
 - Added ability to choose a requested consultant for a q2 table visit (#1329 also)
 - Added consultant name requested in Q2 Queue. Icon flashes if consultant user is the same consultant as requested
 - Log out a visit now has a confirmation modal (#1413)
 - Wait status not reset when wait status not used when changing the consultant from one staff to another in log listing (#1414)
 - When logging out a visit, if no location present, it will use the consultant's location automatically (#1416)
 - Added a new tag for logging a student in and out of their appointment on the staff main menu (#1368 again)
 - Added Sort Code to Reason entry (#1419)
 - Added Q2 Config option for only choosing consultants that are logged in for visits (#1423)
 - Added additional capability for logging a student into an appointment from consultant main menu (#1368 again)
 - Added Reason Sort Code to Reason entry (#1419)
 - Added a confirmation for signing a student out on KIOSK view (#1413)

Changed
 - Changed title of student cancellation reasons (#1399)
 - Center status widget now filters out work visits (#1388)
 - Adjust phrasing of drop-in reminders 'This is not an appointment' (#1378)
 - When booking a recurring appointment, the system now checks the future subjects for any subject conflicts (#1404)
 - When booking an appointment and required fields fails verification, save button now re-enabled immediately (#1415)
 - An error message will now show when student attempts to raise their hand in a queue center for which they are not currently logged in to (#1376)
 - Changed edit availability button on appointment entry closes appointment (#1418)
 - Changed how choose consultant works in tutoring center - no reset wait time (#1414)
 - When a student attempts to remote sign-in for q2 but hasn't signed in to main center - show an error message (#1376)

Fixed
 - Fixed Work Visits log time, now based on profile's time zone (#1383)
 - Fixed show text email button for SAGE referral testing (#1398)
 - Fixed This Semester Visits not filtering properly for student center visits (#1392)
 - Filter out carriage returns in Starfish export (#1370)
 - Fixed Searching for Active Faculty Incorrectly Displays Inactive Status (#1389)
 - If an availability is longer than your max appt limit, booking an appointment for that time slot causes duration to not match time (#1387)
 - Fixed very poor network conditions and pressing 'Confirm' multiple times sometimes can allow students to book duplicate appointments (#1384)
 - Fixed Students Can Book Two Or More Group Appointments At The Same Time With Different Consultants (#1381)
 - Fixed scrolling issue on appointment entry after the center info dialog shown (#1380)
 - Fixed searching by faculty name on sections listing (#1382)
 - Fixed Students' Center Visits widget - "This Month" seems to show "This Semester" data (#1374)
 - Fixed Batch Visits using wildcard subject could create a visit for an inactive registration (#1408)
 - Fixed an error when saving a favorite Payroll report (#1411)
 - Fixed on issue with QR Code KIOSK logins (#1422)
 - Fixed default sticky drag minutes (#1424)
 - Fixed location on log-in being set for drop-ins (#1416)

<hr> [1.2.6] 2022-09-14
Added
 - Added New process for faculty activations based on registrations active
 - Added more messaging for unsupported file upload doc types, added multiple new document types allowed (#1354)
 - Send auto cancellation email for multiple misses or multiple cancellations (#1361)
 - Added preference to not show avail split warning, no new profile creation unless redrock user (#1363)
 - Added new preference for instructions on how to fill out an unable to find an appointment report
 - Added Power Search option to search faculty by inactive / active (#1372)
 - Added ability to log in and out the students from the group roster
 - Added default appointment view (day or week) for dashboard for either students or consultants

Changed
 - Imports opened up to system admins
 - Logging into to center and out of center allow tabbing to buttons (#1355)
 - Moving appt modifies the appointment schedModBy field now (#1364)

Fixed
 - Fixed Issue with Move to button when Online location is stored in Location field
 - Fixed Don't hide those that have hand raised and are filtered. (#1347)
 - Fixed Work indicator doesn't appear when no log in reasons (#1346)
 - Fixed Prevent double click on avail entry save (#1353)
 - Adjusted TinyMCE to not convert urls (#1351)
 - Update course lists for courses that are linked to availabilities during the process specialties process (#1349)
 - Fixed power searches with custom fields and faculty main menu course list search (#1358, #1359)
 - Drop-in 'enter online session here' link now contains the reason and section (#1360)
 - Do not let cancelled appointments on 1-on-1 slots determine the subject for that block
 - Duration not showing similar start end duration time on appointment (#1362)
 - It's not possible to remove an email attachment after uploading (#1356)
 - Fixed an issue with the student center visits query for this month (#1374)
 - Fixed Max appointment rules for 1-on-1s do not apply to appointments not linked to an availability (#1366)
 - Notifications Do Not Adjust to local browser time zone (#1365)
 - Fixed an issue with move an appointment over another appointment that is not linked to an availability (#1367)

<hr> [1.2.5] 2022-09-07
Added
 - Add Staff fields to custom view for visits (#1333)
 - Added indexed to Appointments RecurID, StartDT, Status (query speed improvement 10x)
 - New preference added for limited consultant choices for logged in to work in same center (#1340)
 - Additional explanation for cancel - missed (#1341)
 - Warn user when saving a visit without an entered date and time
 - Allow sys admins access to temp import directory

Changed
 - Allow barcode as login to the SI QR code
 - Allow QR SI Login using user name

Fixed
 - Latest trac, show small navbar menu at less than 1068 pixels
 - Search availability instructions for option 4 and 5 were not being displayed properly (#1336)
 - Survey apostrophe issue (#1337, #1338)
 - Send email attachments to roster fixed, moving an appointment change online location (#525 again, #1344)
 - Fixed a grammar issue (#1345)

<hr> [1.2.4] 2022-09-02
Added
 - Visit / Appointment export has option to include work visits
 - Added new ability to override SMS address for certain cell users
 - Info logging added to import process, also added new campus functions to override imported data if needed
 - Added a custom message for max appt rules failure

Changed
 - Changed default system requirements for local password number of characters for uppercase and lowercase character requirements
 - Changed interval time for Q2 remote checking for help link (adjusted interval to longer duration)
 - Improvement made to Visit query for finding related registration or section (speed improvement increase by 10 times)
 - Only SysAdmins can lock local accounts
 - Course lists with related course lists no longer editable
 - Removed cancelled and deleted appointments from center status summary
 - Cancelled appointments in a group recurring will be used to determine subject if not other appointment present to determine the group's subject
 - Update trac to use new table collation

Fixed
 - Fixed Q2 Logoff button (not always available)
 - Fixed issue on calendar where sometimes chosen consultant would be forgotten
 - If Hide ID chosen on user's group, don't show ID on student pickers
 - Fixed MaxHours computation in Max Appointment rules for group appointments
 - QR code expiration computation fixed
 - Fixed issue of overlapping work visits
 - Adjustment to appointment save to keep button deactivated until save concluded
 - Prevent spam click on log out of center
 - Minor fix for Students Visit Summary report

<hr> [1.2.3] 2022-08-25
Added
 - Added new special needs to preferences for linking special needs to student lists
 - Added Create Visit on Staff entry (#1294)
 - Added host and process id to database import statuses
 - Added HTML support in Search Availability Instructions (#1304)
 - Added a new system preference to allow students to choose a cancellation reason when cancelling an appointment
 - Added a new system preference for search availability widgets to hide the menu 'First Available or Choose Date and Center''

Changed
 - Updated TinyMCE to 4.9.11, jQuery to 3.6.0, Bootstrap 3.4.1, FontAwesom 5.15
 - Changed method for ViewSchedule centers for group preference controlling access to search avail widget
 - Saving a Quick Visit without a duration will now warn the user
 - Clicking on the wait status will now by default show the consultant's name as the first choice if the user is logged in as a consultant
 - Profile Entry -> Consultants will now show consultants linked to other profiles as italics

Fixed
 - Fixed spelling mistake in "Save And Split Into Separate Availabilities (not typically recommended)" (#1297)
 - Fixed issue when availability is an odd length compared to the increment value (#1300)

<hr> [1.2.2] 2022-08-19
Changed
 - Watch list hide email hide phone group prefs are now honored (#1288)
 - Don't show timeline tab on a new record when tab cookie says to show timeline tab (#1289)

<hr> [1.2.0] 2022-08-19
Changed
 - Removed a duplicated struct update

<hr> [1.1.8] 2022-08-16
Added
 - Added Account lock and unlock interface when using local accounts
 - Added preference to control wording of enter online appointment link (#1279)
 - Added lockout when bad passwords entered multiple times (#955)

Changed
 - Increased size of faculty salutation field
 - There are no upcoming classes / appointments wording changed by dropping the word classes (#1280)
 - Student/Consultant tabs auto disappear in appointment records if no custom fields are available (#1281)
 - Change label of profile prefs, 'CC Center' to 'CC Profile' (1287)

Fixed
 - Fixed log out page for SAML
 - Fixed location choices based on profile for staff entry (#1278)
 - Fixed line breaks in preview for consultant schedule reminder emails (#1230 again)
 - Fixed Save notification upon saving visit notes to coach (#1282)
 - Fixed an issues with new appointments overlapping a block, reject new appointment before saving (#1286)
 - Booking appointment that intersects with previous block should reject the appointment (#1286)

<hr> [1.1.7] 2022-08-15
Changed
 - Search availability widget only displayed if the group is associated with a profile associated with a center listed in viewCenterSchedules group pref
 - Appointment.DisplayTime now has a raw tag included automatically (#1276)

Fixed
 - Fixed issue with reason choice on KIOSK not updating list of consultants for that reason (#1273)
 - Fixed handling uploaded documents with periods in filename (not indicating the extension)
 - Fixed Course Lists showing sections listing when including staff course lists (#1258)

<hr> [1.1.6] 2022-08-04
Added
 - Added ability to control display of prompts on the Search Availability choose Date, Profile and Center modal
 - The ability to group by faculty name in Visits by ?? report (#1242)
 - Added navsearch by student ID to the attendance listing (#1251)
 - Added new group pref for staff viewing work visits (#1243)
 - Added option to show or hide work visits on dashboard utilization (if they have access to work visits) (#1244)
 - Added option to enter Work Visit notes on log out of work session (#1245)
 - Added In-Person label to search availability results when availability is In-Person (#1255)
 - Added option to choose a blank subject in batch visit entry modal (#1257)
 - Added new global preference that turns 1 on 1 availabilities into in person availabilities if the time period for allowing students to book has expired (#32)
 - Added new preference for Q2 Configs to lock the student email address for sending the table help instructions
 - Added a weekly and daily chart of visits to Center Usage widget
 - Added Trainers to consultant names (#1271)
 - Added Accum Hours to Student power search (#1265)
 - Added raw attribute to Appointment.DisplayTime tag (#1276)

Fixed
 - Speed up auto scroll animation in search preferences interface (#1249)
 - Fixed Student log out resource buttons not fully clickable (#569 again)
 - Fix title of Date/Time field in Workshop entry (#1246)
 - Dashboard charts preferences, save button stays visible after clicking (#1248)
 - Change label and display type of custom # choices for login choices (#1250)
 - Fixed opening an entry for a layout that had a previous tab that is no longer existent (#1261)
 - Fixed 'Find first immediately' when default date is other than today (#1259)
 - Fixed Student chart issues and added 'Age' as a grouping field for charts (#1260)
 - Fixed 'enter online session' button not working when local time zone different than server time (#1196)
 - Fixed nav search issue with % wildcard followed by digits (#1263)
 - Fixed problems with periods in filenames (#1271)
 - Fixed Student timeline all since option when student record created is after first visit for that student (#1268)
 - Fixed minor issue with Calendar URL for students not showing (#1264)
 - Fixed scrolling issue after choosing reason category in appointment entry (#1269)
 - Fixed issue with creating new student bringing up blank page (#1272)

<hr> [1.1.5] 2022-07-26
Added
 - Log when students search for availabilities, process after the fact if the appointment was ever booked (#1203)
 - Added a popover title showing the query used for Lists in preferences
 - Added new preference for preserving the original physical location on visits even when marked online
 - Added indicator to the schedule that shows breaks in availabilities (#1201)
 - Added Referral.CreatedDT tag to SAGE tags (#1233)
 - Ability to set the week start day for max appointment rules involving weeks (#1132)

Changed
 - Cleaned up the look of Lookup Values listing, added navQuery fields and power search fields. (#1220)
 - Added Log List refresh back to log listing using the profiles log list refresh settings (#1215)
 - Simplified the code for search avail widgets and added 2 more widget groups for a total of 5 options.
 - Removed ability to use & character in Table names and locations for Q2 Remote (#1227)
 - Showing consultant alias instead of name for consultant center visits (#1229)
 - Added preference to control title of 'All Groups' menu in search availability options (#1232)

Fixed
 - Save and split availabilities with complex fractions of time (#1216)
 - Fixed Previews of emails to show line breaks (#1230)
 - Fixed search availability title on search dialog (#1231)
 - Fixed various issues with Workshops entry (#1235)
 - Changing Appointment Display text to defaults was not showing the Save button (#1237)
 - Fixed name of a search availability widget disappears after you click search (#1238)
 - Fixed scrolling of day summary with large amount of data (#1178)
 - Fixed an Issue with deleting Custom KIOSKs in the Profile Entry (#943 reopened)
 - Removed duplicate power search terms from the nav search menu in Attendance Listing (#1241)
 - Prevent students from booking appointments where date time has already occurred (#1124)

<hr> [1.1.4] 2022-07-20
Added
 - Added ability for faculty to schedule appointments from dashboard when SAGE is active
 - Appointment duration twig tag added (#1195)
 - Added staff sequence searches (#1190)
 - Added Custom Staff and Student Edit BIO button label (#1189)
 - Added Save and split preference and renamed save and split button (#1202)
 - Preference for setting default date option for search availability (#1187)

Changed
 - Group prefs for save own visits now honored by batch QR code visit creation (#1188)
 - Change the verbiage of the single sign in log out for KIOSKs
 - Batch selection delete visits now honors group preference for deleting visits (#1183)
 - When Q2 config name is changed, all names in all Q2tableaccess that uses that Q2 config (#1193)
 - Hide the x on an appointment entry when not inside a modal dialog (#1177)
 - Batch Changing field values for receive text alerts fixed, Custom label for report unable to find appointment, search Visits by full name (#1204) (#1200)
 - Change wording of allow user to view student contact field on schedule (#1206)
 - Don't match fields if already have been assigned any (#1180)
 - Only show save button on profile when contact actually changed
 - Visit entry centers pulldown menu needs to view Centers group preference (#1212)
 - Log listing button labels are now clickable
 - Added local account password rules, allow for lockouts, resetting password honors rules, resetting password unlocks account

Fixed
 - Staff record custom fields were not saving (#1184)
 - Fixed duplicated nav query fields for term sequence in registration listing (#1181)
 - Clicking next day on dashboard schedule was moving a week forward (#1192)
 - When moving imported field from one column to another, need to store the old line as blank (#1175)
 - Logout button on Attendance listing fixed, cannot search resource students on schedule (#1290) (#1207)
 - Changing time zones on profile entry doesn't show save button, allow blank time zone (#1198) (#1197)
 - Fixed an issue with KIOSKs and log listings
 - Q2Remote link on student search availability link not working (#1218)

<hr> [1.1.3] 2022-07-07
Fixed
 - Fixed an issue with Custom Lists
 - Fixed assignment of UUID to staff records

<hr> [1.1.2] 2022-06-24
Changed
 - If the scheduler date is today, the today button is highlighted (#1157)

Fixed
 - Fixed job server issue
 - Fixed students seeing cancellation on dashboard but not seeing other attended appointments (#1154)
 - Fixed issue where optional in/person or online slots could not be hidden by location (#1114)
 - Fixed issue with Q2 Tables with colons, ampersands and backslashes not pre-selecting (#1159)
 - Fixed an issue on search availability not allowing all center choices to be available (#1160)

<hr> [1.1.1] 2022-06-24
Changed
 - Minor formatting change to batch visits section field area (added light gray line) (#1152)

Fixed
 - Fixed QR codes for Q2 Tables default table option now working (#1151)

<hr> [1.1.0] 2022-06-15
Added
 - Implemented some changes to job queue
 - Added ability use a KIOSK as a listing
 - Minor mods to resources listing (search by resource type etc.)
 - Utility entry for visits, show only active consultants in popup (#1141)
 - Allow KIOSK, log listing options menu to be searchable (#1138)
 - Added location filtering on scheduler

Changed
 - Center Stats are sorted by Center Name
 - KIOSKs menu sorted alphabetically (#1147)

Fixed
 - Fixed consultant alias on notifications (#11463)
 - Fixed issue to allow students to save an appointment for a time where it was previously canceled (#1145)
 - Fixed student BIO condition problem (#1146)
 - Fixed find by values using a custom field (#1149)

<hr> [1.1.18] 2022-06-08
Added
 - New option in referral type for hiding non-enrolled subjects when choosing a subject for the referral
 - Inactive sections on referral are marked as Inactive

Changed
 - Adjust the wording of the KIOSK Log out message
 - Allow log listings to have a specified number of persons listed (#1130)

Fixed
 - Fixed issue with Saved Searches for groups searches not appearing (#1119)
 - Fixed issue with re-sending emails (#1134)
 - Fixed issue for Faculty only for hide reasons and recommendations

<hr> [1.0.17] 2022-05-31
Added
 - Added An 'Auto Alias' feature (#1094)
 - Added NULL value searching to power searches (and 'blankornull') (#1095)
 - Added An 'Ignore Consultant Section Specialties' option for Reasons (#1106)
 - Added default search fields to the Surveys Listing (#1111)
 - Added button to force send Reminder Emails, Missed Appointment Emails, Consultant Summary Emails (##899)

Fixed
 - Fixed Custom Registration Fields not showing up in 'Registrations by ??' report (#1093)
 - Fixed Staff.OtherID doesn't sync with linked student account (#1096)
 - Fixed 'View Listing (No Edit)' still allowing edits on certain records (#1097)
 - Fixed Sage referrals Hide from Faculty options hide information from all user levels (#1099)
 - Fixed Log listing Outstanding Resources not showing on log listing (#1103)
 - Fixed 'Log Listing/Kiosk for Profile' doesn't display centers if those centers have been recently saved (#1104)
 - Fixed Using email templates does not include attachments for the template (#1115)

<hr> [1.0.16] 2022-05-26
Fixed
 - Fixed Max Appt Rule date ranges are used even if the box is unchecked (#1088)
 - Fixed not possible to edit certain favorite reports (#1089)
 - Fixed Typing a space in a new SAGE referral email subject causes it to immediately save (#1090)
 - Fixed Using the 'Override and Resend Referral Email' option in SAGE always sends every email, regardless of which option is chosen (#1091)
 - Fixed When submitting a roster referral from student listing, changing the roster course doesn't affect the student list (#1092)

<hr> [1.0.15] 2022-05-19
Fixed
 - Fixed After performing a search on a center-specific Log Listing, the next student login/logout displays all centers as available options (#1087)

<hr> [1.0.14] 2022-05-12
Added
 - Added work visits as an option to show on day summary and schedule (view own or all added as a group pref) (#1054)
 - Added photo rotation to student and staff records.
 - Added new functionality where a group online availability's online to in-person is determined by the first booked appt
 - Added Copy Sequences and Copy IDs to allow clicking to open IDs and Sequences in a new download window.
 - Added new menu command Search by Enrollment allowing users to search by enrolled or non-enrolled in the various terms
 - Added TimeOut to Payroll report (#1033)
 - Added new Group Table Access settings: Edit (No Listing) and View Entry (No Listing)

Changed
 - Consultants can't update their own course list without table access to course lists (#1057)
 - 'Document' tab still appears in Appointment Entry, even if students don't have the ability to upload documents (#1067)
 - Centers set to 'Hide on Log / KIOSK Listing Menu' are still displayed when logging into a Profile Kiosk/Log Listing (#1068)
 - Make Assignment Comments possible to edit from the Assignment Grid view (#1064)
 - A Term with the Term Code = '0' will automatically be updated with the earliest 'from' and latest 'to' date of all active terms whenever a term is modified.

Fixed
 - Time check for the semester totals (#1061)
 - If a consultant who isn't assigned to a Course Lists edits their Course List through Confirm Bio, a new list will be created every time (#1059)
 - Multi-group option - Same Section - Does not work. (#1062)
 - Consultant Time Check doesn't follow 'Week Starts on' setting in profile (#1066)
 - 'Q2Remote' doesn't appear as a Location choice if placed in 'Default Online Options' (#1065)

<hr> [1.0.13] 2022-05-04
Added
 - Added 'semester' option to student center visits widget (#1016)
 - Added 'Time From' and 'Time To' for announcements (#1021)
 - Added point total to student time check (#1017)
 - Search by User Name for quick visit entry (#1023)
 - Added 'Proceed to SSO' option when switching to dashboard from kiosk (#1015)
 - Added Visit Notes to Visits Listing 'Change Field Values' utility (#1034)
 - Added option to return to queue for Q2 Remote (#1030)
 - Added OtherID field to Staff BIO update from Student import (#1052)
 - Added ability to use username for student raising their hand in Q2 Remote (#1049)
 - Added ability to search student by terms and conditions accepted (#1047)
 - Added group preference that prevents mass emails from being sent from Student Listing (#1051)

Changed
 - KIOSK Log out does not show a login option for a center the student is already logged in to (#1018)
 - Removed an additional click when logging out a KIOSK (#962)
 - Ignore consultant specialties for this center (i.e. Writing Center) now doesn't filter subjects on appointment creation (#1028)
 - Double-clicking Profile Reason Checkbox assigns the same Reason to a center multiple times (#1035)
 - Search availability widget now constrains the subjects list according to the center specialties of the linked profiles (#1045)

Fixed
 - Move user to group had issues (#1022)
 - Creating a block for a single center was marking all center appointments as cancelled (#1024)
 - Fixed Import process not importing students with apostrophe character in their name (#1007)
 - Fixed interacting with an Upcoming Appointment prevents you from clicking on Availabilities until a refresh (#1026)
 - Fixed Missed appointment emails no longer sending automatically (#1029)
 - Fixed Locking a group availability does not prevent students from booking (#1032)
 - FIxed SAGE Custom Question order is not reflected when submitting the referral (#1027)
 - Fixed Q2 Remote Student still sees their hand as raised even after their visit has been concluded (#1031)
 - Fixed uploading attachments to email template (#1037)
 - Fixed issue with locking course lists to consultants (#1038)
 - Fixed issue with clicking on appointment record from student timeline (#1036)
 - Fixed issue with searching Profile Reasons when reason or category has a space (#1048)
 - Fixed various typos (#1046)
 - Fixed issues with search student before searching resources on resource log out (##1053, #1050)

<hr> [1.0.12] 2022-04-28
Added
 - Added delete button to resource type entry (#1002)
 - Added Re-Send button to email (#978)
 - Added ability to search by student user name for schedule an appointment (#1010)
 - Added ability to log search availability group to a student list (#1011)
 - Added option to hide consultant time check on dashboard (#1012)

Changed
 - Selecting to activate the local accounts setting will no longer deactivate the SSO setting (#998)
 - Profiles listing is sorted alphabetically by default (#1008)
 - Availability entry day toggles changed to system color (#1009)
 - When group assigned to all profiles, now allowed edit to groups assigned to specific profiles (#1013)

Fixed
 - Fixed a typo on time check (#1000)
 - Fixed work visits for consultants - no need to notify consultant that visit has started (#1003)
 - Fixed online session is available notification from being shown for non-online appointments (#1001)
 - Fixed a cosmetic issue with schedule options popover being selected when an appointment modal is shown (#1004)

<hr> [1.0.11] 2022-04-13
Added
 - Added preference for handling students in waitlist when termination process executes (#954)
 - Added an option to add Location to Log List and KIOSK (#981)
 - Added an option to View Student record from Staff Record entry (#982)
 - Added ability to use Custom Views for Staff listings (#979)
 - Added preference to hide certain centers from Log Listing and KIOSK listing menu (#983)
 - Added master lock to system preferences to lock consultant from editing course lists (#980)
 - Added a recalc grades process for batch import scripts (#988)
 - Added ability to lock course lists from staff editing as a global setting (#980)
 - Added an option to hide a center from the log listing center choices menu in attendance listing (#983)

Changed
 - Allow keyboard selection of New Document button on appointments (#957)
 - Student picker on Quick Visit entry is paginated (#876)
 - Person picker on Task entry is paginated (#963)
 - Removed extra click on log out of other center (#962)
 - Click the term activation toggle changes activation immediately (#972)
 - Prevent student from changing any field on task except completed and notes (#968)
 - Allow log in to scheduled appointment, only show appointments within next 45 minutes (#975)
 - Hide SMS options from profile email options if TextAlert module not active (#976)
 - Removed unused preference 'condition code and flag text' (#977)
 - Adjustments to profile notifications displays an indicator that save is needed (#994)
 - Adjusted search availability results to show both online and in-person location when optional online availability (#995)
 - Adjusted all modals for better accessibility (#987, #986)

Fixed
 - Fixed issue with Staff Task creation (#949)
 - Fixed issue with Custom Fields on Log out (#953, #966)
 - Fixed save document type issue (#960)
 - Minor fixes to Notification types clicking (#959)
 - Search availability on linked to Profiles issue (#967)
 - Fixed an issue on clicking remove for availability blocks (#964)
 - Fixed an issue for preventing consecutive student / consultant appointments back-to-back (#970)
 - Send missed email computes all previous missed including current missed now (#965)
 - For Terms and Conditions, when only initials field displayed, pressing enter had an issue (#973)
 - Fixed menu for show activated for staff reason specialties (#974)
 - Fixed SAGE referral's linked list (#989)
 - Fixed when changing staff contact to profile, save button now appears automatically (#991)
 - Fixed typo 'independent' in registration entry (#992)

<hr> [1.0.10] 2022-03-31
Added
 - Added preview for Staff BIO (#917)
 - Added system preference to change term of Group, 1 on 1, and Drop In on search availability
 - Surveys can now differentiate between online and in person visits (#833)
 - Searching staff listing can include group name in criteria (#930)
 - Details button to staff time check (#931)

Changed
 - Welcome messages use WYSIWYG interface (#921)
 - Added preference to profile to require consultant on batch visits (#919)
 - Changed referral follow up date on sage listing on dashboard (#924)
 - Increased ttl for import job time
 - Batch Visits previous attended list of students show full name with middle initial (#928)
 - Added Student ID back to search students on Quick Visits (#933)

Fixed
 - Fixed ability for phones to upload documents (#897)
 - Fixed potential issue with generated links and campus code (#895)
 - Fixed Hide Reasons and Recommendations from Faculty on Full View of Referrals (#935)

<hr> [1.0.9] 2022-03-21
Added
 - Added ability for staff to see students currently logged in to an SI Batch QR Code
 - Added ability to send a group email to all visited students for an SI Batch QR Code
 - Added ability to adjust Term Code sequence
 - Added computation of Student Last Date In for Attended appointments
 - Added Ad Hoc QR Code for In Person Drop-in to scheduler
 - Added new menu to Students Listing to allow copy sequences and ID to clipboard
 - Full caching adding to import procedures
 - Added activate registrations by term button to system prefs

Changed
 - Resource Types and Resources listing modified with new Resource Type editing capabilities.
 - Changed label for Staff Reason Quit / Terminated (#914)
 - Cancelled appt show as dimmed always on schedule (#910)
 - Merge records can identify up to 5 fields (used to be 4)
 - New Ad hoc appointments can now be set to online (#916)
 - Do not allow browser to resubmit appointment save from student (#903)
 - Allow custom locations on batch visits (#918)

Fixed
 - Fixed last date in field for students when batch visits created (#901)
 - Consultant can no longer have two work visits at same time

<hr> [1.0.8] 2022-03-08
Added
 - Added ability to remove multi slot times from the availability (#844)
 - Added Process Specialties for Course List items to batch operations options (#847)
 - Added system pref for calendar start time and duration (#856)
 - Added new Student Action menu to Register student in a course (#849)
 - SurveyTrac Instructions can now have HTML text (#848)
 - Added Confirmation email for Resource checkouts (#859)
 - Added Checkouts options to Student search modal (#860)
 - Added ability to limit who can check out a resource via a master block list and individual allow list for each resource type

Changed
 - Group roster now updates when an appointment in roster is updated (#852)
 - Mark all attended now only marks the appointments with No Status as Attended, skipping Cancels and Misses (#850)
 - Student searching for quick visits and batch visits now limits the student list results to 30 records at a time (#876)
 - Removed Required field for Section ID in batch visits (#875)
 - Removed some field choices for Student Listing -> Create Chart (#863)
 - Increased length of custom question's answer size (#868)
 - Time format of Batch Visit entry changed to am/pm (#864)

Fixed
 - Roster mark all attended can now be used repeatedly (#851)
 - Register In from Student listing worked but displayed an error (#855)
 - Student signin via QR code, Time Check data was too large for portrait orientation, time check reformatted to display properly (#854)
 - Printing a Time check from KIOSK would display extraneous information, that information has been removed (#853)
 - Fixed an issue with QR SI codes not working (#877)
 - Added additional security to student document downloads (#878)
 - Prevent student from clicking on center visit lines (#879)
 - Fixed report Registrations by ?? when student id added (#872)
 - Prevent same student from being added to group roster multiple times (#867)
 - Fixed issue with search availability instructions not being shown (#869)
 - Fixed 'Batch Visit > Batch Scan' - If an incorrect ID is entered, no visits are created for anyone in the list (#885)
 - Fixed Multi-Person Availability Locks apply to all availabilities in the series, not possible to unlock any but the first (#884)
 - Quick and Batch Visit duration not counting towards Registration Total Visit Time (#883)
 - 'Section' field no longer appears when creating Quick Visits, only appears after saving (#882)
 - 'The location for this appointment is here' text allows students to join an online session before booking the appointment (#881)
 - 'Send notes' button on visit entry not displaying consistently (#886)
 - 'Preview' button doesn't work for Resource Emails (#888)
 - SurveyTrac 'Link to Centers' list displays inactive subcenters as options (#892)

<hr> [1.0.7] 2022-03-03
Added
 - Added Visit notes field to be shown on new record entry (#806)
 - Added visit information to survey responses report (#790)
 - Added isTerminated to Visits By report (#812)
 - Added ability to open up Visit and Appointment records from Staff timeline (#822)
 - Added Center Info Preview button to center entry (#820)
 - Added Consultant payroll Time Check button to dashboard of consultants (#817)
 - Added additional options for Status charts (#404)
 - Added ability to send batch emails to Staff and Faculty (#232)
 - Added ability to enter Follow Up notes to Outstanding Appointment Requests (#832)
 - Added ability to add Consultant and Wait Status to KIOSK listing and prevent student from clicking to change (#842)
 - Added ability to lock a group availability's time slot from further booking by student via search availability (#811)

Changed
 - Allow set work type group disposition to '1+' (#801)
 - Increase character length of Location field (#821)
 - Document Types that are not usable for students are now hidden on new document entry (#836)

Fixed
 - Fixed issue where certain fields were being shown even if preference for those fields to be hidden was selected (#799, #800)
 - Fixed an issue with search availability not loading results when dynamic lists utilized data from SAGE referrals (#802)
 - Fixed an issue with Schedule and Appointment widget showing reasons from another profile grouping (#803)
 - Fixed group roster email attachments issue (#805)
 - Fixed wording of 'Drop-in Appointment' to 'Drop-in Availability' (#786)
 - Fixed various lists sort by column (#808)
 - Fixed additional wording of drop in availabilities (#810)
 - Fixed title of the Send Visit notes button for individual visits (#809)
 - Fixed watch list indicators issue for a malformed query (#813)
 - Fixed 'Last Month' for navSearch on Visit Listing (#819)
 - Fixed an invisible reserve block on schedule (#829)
 - Fixed deactivations for Student in List not automatically running (#831)
 - Fixed an issue where Sending an Email to a single student had problems (#834)

<hr> [1.0.6] 2022-02-18
Added
 - Added Other_ID and Other_ID2 fields added to Student SAML login options
 - Added per tutor MaxHours field
 - Added new tag called 'Auto Cancelled' (#795)
 - Added subject identifier in group rosters when same subject/instructor/section chosen (#426)
 - MaxHours field to staff record and a MaxHours tag to the max appointment rules functionality (#785)
-
Changed
 - Changed: enter online session button is hidden when clicked
 - Missed appointment email process only changes student status to Student Missed

Fixed
 - Fixed work button content from wrapping
 - Fixed location of appointment not overridden when opened
 - Fixed New Student visit summary report (#776)
 - Fixed Outstanding Appointment request report (#787)
 - Fixed Drop-in Availability wording
 - Fixed an issue regarding scheduling appointment problems with clicking on the availability time on the schedule (#789)
 - Fixed automated emails adding extra lines breaks (#791)
 - Prevent student from entering online session early (#794)
 - Fixed issue preventing certain user from being able to select a student from the search student prompt (#793)
 - Fixed an issue with appointments Visit Utilization report (#782)
 - Fixed an issue with display of upcoming appointments on dashboard (#797)
 - Fixed an issue with certain users unable to open group roster on scheduler (#798)

<hr> [1.0.5] 2022-02-09
Added
 - Added student ID to sort for Students by report (#752)
 - Added ability to attach an upload document to a Visit record (#739)
 - Added ability to create a Quick Visit from the Student Record (#740)
 - Added ability to specify the online versus in-person location of availability (#438)
 - Added ability to hide certain sections from Student course list options (#770)
 - Added ability to search registrations by sequence in assignment grid (#764)
 - Added Multi-part consultant group appointment reminder prefs
 - Added ability for SysAdmin to lock a CourseList
 - Added ability for Staff to opt out of SMS messages.
 - Added ability to resend survey to students (#783)

Changed
 - Change wording of 'Online Optional' to 'Online or In-Person' (#756)
 - Center status on dashboard no longer displays inactive centers (#753)
 - Staff reasons no longer display inactive reasons (#751)
 - Changed wording of Log in button to Log In / Out on KIOSK (#746)
 - Changed format of visit duration to xh Ym instead of 0:00 (#741)
 - Overridden ID format applied to all reports (#738)
 - Prevent utilization editing visit from opening more than 1 visit popup at a time (#772)
 - Changed look of processed checkbox on listing for outstanding requests (#769)
 - Hide Sign up for SMS Reminder button when school does not have Text Alerts module (#762)
 - Appointments from other centers now display for scheduler when showing all staff (#780)

Fixed
 - Overriding Student ID fixed (#738)
 - Fixed an issue with import header protection when schools send extra characters prior to first quote (#754)
 - Fixed find student button for ad hoc appointment creation (#755)
 - Fixed a whiteboard send image issue with some browser (#398)
 - Fixed issue with appointment duration when profile preference duration increments is 00:00 (#744)
 - Fixed issue with Previous Visits tab on Visit entry, honors consultant security settings (#748)
 - Fixed issue with SAGE triggers and certain emails (#749)
 - Fixed issue with double clicking the join session button creating multiple visits (#750)
 - Fixed issue with deactivated custom fields still showing in visit entry (#743)
 - Fixed issue with editing visit link not working on page 2 of the utilization (#745)
 - SI Comparison report - Percentages not adding up correctly (#747)
 - Fixed permissions issue with booking appointments by staff on group availability (#742)
 - Fixed export of grade assignments to CSV from registrations listing (#767)
 - Fixed selecting a section on Quick Visit when section title contains apostrophe (#771)
 - Fixed issue with certain visits not computed in total visits shown for registration (#765)
 - Fixed issues with recurring appointments being block when block is for all center or all staff (#766)
 - Fixed sort options for outstanding appointment requests (#768)
 - Fixed an issue with Terms and Conditions acceptance when Staff is seeing conditions for a student (#763)
 - Fixed navigation bar display for faulty entry (#775)
 - Selecting consultant on KIOSK login rechecks whether continue button should be enabled (#779)
 - Delay for KIOSK welcome message is reset when the KIOSK modal is closed (#781)
 - Fixed an issue in SI comparison report (#747)

<hr> [1.0.4] 2022-02-01

Added
 - Drag and drop student photo files now convert file names from old format to new.
 - Added preference to control display of numeric ID of student on student listing and entry and in search list
 - Added Students currently being seen to center status area of dashboard
 - Added new functionality during SAGE Email processing to assign referral to a consultant
 - Added availabilities for other centers will now appear on schedule for all persons in a center
 - Added last modified by and scheduled by to bottom of appointment display (#728)
 - Preference to allow future appointments to be auto cancelled is student cancels 2 consecutive appointments
 - Added ability to send visit notes from the Group appointment roster

Fixed
 - Fixed issue with confirm student bio not showing on dashboard for some students (#724)
 - Fixed issue with Quick Visits not showing in utilization tab if no Entered Date Time (#732)
 - Fixed issue with some reserved time blocks not appearing on schedule for all persons in a center (#731)
 - Fixed students unable to upload a document to an appointment (#719)
 - Fixed a display issue with attendance listing in student entry not display until a search is performed (#726)
 - Hide reasons and recommendations from faculty on a roster referral now works (#722)

Changed
 - Changed the display of lists assigned in student entry with searchable option (#706)
 - When SAGE recipient removed, automated emails will display the recipient with a line through (#721)
 - Notifications for outstanding appointment requests now can be shown to any group with privileges (#730)

<hr> [1.0.3] 2022-01-27

Added
 - Added Visit Notes to attendance listing in student entry.
 - Added Send Quiz option for Surveys
 - Added Lab Staff as another Consultant descriptor (#700)
 - Payroll summary export now contains work reasons
 - Added ability to mute notification bell sounds (#710)
 - Upcoming group appointments are shown as a single item on consultant dashboard
 - Added Staff.FirstLast name search to Visit search (#712)

Fixed
 - Change student status to missed in group roster will now send missed appointment email (#703)
 - Only show active sections on registrations entry (#709)

<hr> [1.0.2] 2022-01-24

Fixed
 - Fixed issue when custom missed status was not being used to calculate 2 consecutive missed appointments. (#696)
 - Fixed Reasons sort order on Search Availability reasons menu (#694)
 - Fixed issue with editing groups not showing profile menu for certain user groups
 - Fixed Registration activation for certain conditions when registration record not imported

Added
 - Special Needs added to reports for Appointments
 - Added ability to link a max appointment rule to student on (or not on) a particular list
 - Added display of time when hand was raised to the Q2 Queue (#689)
 - Dashboard for Consultants now has week and day view for appointments
 - Resources listing now uses barcode for searching in nav search field.
 - Added ability to specify section, with wildcard, when adding an item to a course list.
 - Added Semester Dates to Time Line choices for time period.

Changed
 - Change Field Value for Visits / Appointments: other fields adjusted automatically when duration adjusted (#693)
 - SysAdmins now see outstanding appointment requests as notifications items (#678)
 - Adjusted the time display on dashboard visits to show 1h 23m format.
 - Quick Visits Date Entered is no longer required

<hr> [1.0.1] 2022-01-21

Added
 - Consultant main menu shows appointment view options for Day, Week, and List
 - Updating Duration field will now auto update the End Time (for Visits Change field Value) (#693)
 - Show Accommodations in Reports (#423)
 - Outstanding Appointment Requests will notify SysAdmins (#678)
 - Max Appointment Rules now have the ability to link to Lists (#686)
 - Added start time for hand raised in Q2 list (#689)

Fixed
 - Schedule reserved blocks now shown properly on Center Schedule report (#685)
 - Work Visits do not require a student when saving on entry screen (#682)
 - Work Visits Reasons are now scrollable in the work visit menu.
 - Adjusted the entry screen to hide the save button for those without access via the table access preference.

<hr> [1.0.0] 2022-01-15

Changed
 - Code running on AWS

<hr> [0.11.9] 2022-01-13

Added
 - Create batch Work Visits from the Staff listing
 - New preference to Hide Drop In availabilities from Students
 - Upload URL as document record

<hr> [0.11.8] 2022-01-06

Added
 - KIOSK Name search allows for Middle Initial and displays middle initial in results
 - drop-ins allow student to receive an SMS reminder (#661)
 - Ability to add an import process to deactivate students not imported (#658)
 - Search avail widget title pref now used in search dialog title as well (#662)

Changed
 - Roster send emails to All send to all except cancelled appointments (#652)
 - Twig tag Appointment.isCancelled now ignores missed and added new tag isMissed (#657)

Fixed
 - Keep multi-check custom fields from wrapping between checkbox and label (#656)
 - Changing status of appointments to custom missed status was not sending missed email (#655)
 - Fixed issue with dynamic list using related data not showing page entry (#659)
 - Do not auto choose Student ID field for import field matching (#660)

<hr> [0.11.7] 2021-12-28

Added
 - Potential assignments is now a selectable menu
 - Recompute Specialties runs as a job behind the scenes (#646)
 - Appointment reasons now allows for grouped reasons (#643)
 - Added more preferences for title text for Schedule and Appointment widget (#650)

Fixed
 - Minor bug fixes (#649)
 - Availabilities for a staff is based on linkages to centers and the current user's privileges (#631)
 - Search availability choosing student no longer shows inactive students (#648)
 - Fixed issue for reason required to be chosen on schedule an appointment (#651)

<hr> [0.11.6] 2021-12-21

Added
 - Added Queue view to KIOSKs and Log Listings
 - Added minimum visit time in grade calculations
 - Added twig rendering to Confirm BIO text
 - Added center filtering to centers menu on the scheduler and sorted the centers

Fixed
 - Sections listing on Quick Visits
 - Fixed sorting Registrations on Student Entry
 - Sections on search availability

<hr> [0.11.5] 2021-12-19

Added
 - Added Terms and Conditions for Student Main Menu, KIOSK Login, and Booking Appointments. (#484)
 - Remove Course list from the listing for Deactivated Staff members. (#619)

Fixed
 - Fixed: Staff have access to create availabilities in centers they don't have access to. (#616)
 - Fixed: Student group uses the View Schedule group preference for determine the centers shown when searching availabilities. (#617)
 - Fixed: Availabilities created with choosing the DAYS (defaults to null), where being hidden when choosing Hide Unavailable on the scheduler. (#618)
 - Fixed: Batch Visits - Batch Scans and Selected do not record subject when using the wildcard (#620).

<hr> [0.11.4] 2021-12-09

Fixed
 - Fixed Attendance and KIOSK menus, only show Profiles for Centers the user has logging access to
 - Fixed adjust computed end time of appointment when Duration changed (#612)
 - Fixed SAGE Referrals Listing timeframe for Today and Yesterday (#613)

Added
 - Added Live time of Q2 visit updated and expected duration shows warning if over time (#526)
 - Added Profile Preference to prevent consecutive appointments with same student / consultant (#29)

<hr> [0.11.3] 2021-12-07

Added
 - KIOSK Menus will sub group by Profile if more than 5 profiles
 - Added more fields to be used as staff -> student linkages
 - Added special needs / skills to outstanding appointment requests
 - Added grouping by Profile for Schedule Center / Consultant menu for more than 5 profiles
 - Honor missed appointment status for Group Rosters

Fixed
 - Fixed Order profiles by Name
 - Fixed export students to CSV removed non-breaking space characters from email text
 - Fixed search in select after a listing searched

<hr> [0.11.1 2] 2021-12-02

Added
 - Added ability to drop a large number of student photos onto the student photo folder for batch upload
 - Added Subject Faculty display option to subject listing on student main menu for search availability
 - Added requirement for Student to be chosen for a Quick Visit to be saved
 - Added inactive surveys to the surveys list for access preferences
 - Added Assignments to the search Students form

Fixed
 - Fixed Whiteboard issue with blank or single pixel images
 - Boosted the speed of the search student form
 - Search students by Visits will only search active registrations

<hr> [0.11.0] 2021-12-02
Fixed
 - Fixed faculty email report

Added
 - Added more logging for send SMS for future debugging

<hr> [0.10.59] 2021-11-27
Fixed
 - Fixed dynamic dates for status charts (#571)
 - KIOSK Login, update consultant list when subject chosen
 - Fixed charts issue (#574)
 - Fixed issue with custom tab1
 - Fixed Sort Groups by Name
 - Fixed Batch Visits for selected students

Added
 - Assignment Grid now available in Sections Enrollment Entry and Registration Listing
 - Added Group Preference to hide student photos

<hr> [0.10.58] 2021-11-22
Fixed
 - Unable to delete list from Student Listing if the name contains an apostrophe (#559)
 - For a certain campus, Unable to create new Max Appointment Blocks (#560)
 - Fixed Sorting profile listing by email doesn't sort alphabetically (#561)
 - Fixed Saving a large phone number causes blank screen (#562)
 - Fixed select student names in quick visit if the student's name contains an apostrophe (Fixed #565)
 - Fixed Staff members are unable to update their Staff Bio (#566)

Added
 - Added ability to apply location to SI Batch visit and Quick Visit (#563)

<hr> [0.10.57] 2021-11-16
Fixed
 - Sort groups menu on staff entry alphabetically
 - Allow sysAdmins to access public and admin docs in System Preferences
 - Removed preference to staff confirmation BIO that was not needed
 - Cancelling appointments via a block will send cancellation emails if needed

Added
 - Student search form now allows the ability to search for the students via existence or non-existence of a linked record (Appointments, Visits, Registration, Document, Survey, SAGE Referral)

<hr> [0.10.56] 2021-11-12
Fixed
 - Fixed issue with custom views not saving all the fields for power search
 - Dropped Appointment OnlineURL custom tag
 - Fixed issue with opening profile reasons

Added
 - Added auto navigate to last KIOSK if dashboard is loaded with logging in

<hr> [0.10.55] 2021-11-09
Fixed
 - Update link class
 - If the center of a multi-person availability is changed, also change the center of the related appointments (#510)
 - Redirect kiosk accounts back to the kiosk view if dashboard is accessed without logging in (#507)
 - Profile Admins Cannot Save Profile PREFS Settings (#506)
 - Fixed unable to open groups from Profile Entry (#505)
 - Fixed wildcard search in visit location (#504)
 - Fixed Creating a new student from the log listing doesn't follow the "next ID value" preference (#503)
 - Fixed Custom Registration Listing Views - Student custom field data doesn't display (#498)
 - Fixed Appt Missed calculations when covered by a block (#518)
 - Covering an appointment with a block will now cancel the appointment (#519)
 - Fixed Appointments for subjects where subjects no longer active still show as choice (#522)
 - Fixed open term entry issue (#523)
 - Prevent arbitrary center ids from being entered with batch visit entry (#516)

Added
 - Add location drop down to Visit Record (#502)
 - Moving appointment from one consultant to another, change location (if using staff location) (#525)

<hr> [0.10.53-54] 2021-11-09
Fixed
 - Fixed Custom URL issues

<hr> [0.10.52] 2021-11-04
Added
 - Added confirmed datetime and notified datetime to notification entry
 - Added number of students selected during SI Batch student selection (#495)

Changed
 - Notification types that don't require confirmation now display on KIOSK login (#480)
 - Q2 Report menu is available to staff

Fixed
 - Group by referral related data (#442)
 - Roster emails sending to all (#485)
 - Work visit button display weirdness when resizing the screen on KIOSKs (#481)
 - Fixed issue with a blank watch list query causing save on student to show a blank screen (#482)
 - Utilization and Center Visits Widget on Dashboard - Sorting by Name or Center hides all visits (#483)
 - Fixed issue where staff privileged prevent editing students still were able to edit a column in custom view (#487)
 - Fixed with unable to search in nav search area with text that included an apostrophe (#488)
 - Fixed issue with appointment saving, when clicking save and a field is required, save button was not ren-enabled (#490)
 - Fixed issue with new student record showing timeline and registration records, now hidden until save (#492)
 - Fixed marking an appointment as Missed doesn't trigger the Missed Email to be sent (#493)
 - Fixed clicking the X icon to close the "this appointment is part of a series" window soft-locks the dashboard (#494)
 - If a recurring appointment lands on a day with an Availability Block, it still books the appointment, overlapping the blocked time (#489)
 - Added Save button to the Student Custom1 tab (#499)

<hr> [0.10.51] 2021-11-01
Added
 - Added ability to specify current term when creating max appt rules
 - Added ability to specify a course list linked to an availability
 - Added a new twig tag for "Last Modified By" in appointment records (#475)
 - Added RedrockOnly announcements to identify to Redrock staff regarding any special conditions that should be taken into account when adjusting system parameters (i.e., activating students is specially performed)

Changed
 - Custom views have a default search of all records now
 - Center utilization uses the dates of the active terms but ignores null dates in terms

Fixed
 - Fixes 'Last Modified By' in appointment records doesn't update when a student cancels an appointment (#474)
 - Fixed an issue caused by new max appointment rules: current term preventing appointment save
 - Fixed appointment documents being deleted not refreshing the document listing in appointment

<hr> [0.10.50] 2021-10-29
Added
 - Added listing editing capability to certain columns when designated (listings and custom views)

Fixed
 - When staff cancels appointment, message was stating student cancelled (#473)

<hr> [0.10.49] 2021-10-28
Added
 - Added sorting capability to faculty referrals list: sort by first or last (#467)

Fixed
 - Time check after choosing the student from the list didn't show the continue button (#469)
 - Clicking next on utilization listing doesn't hide the navsrch field (#468)
 - Changing availability location was not saving new location in appointments (#458 AGAIN)
 - navSearch previous query shows html for < and > (#471)

<hr> [0.10.48] 2021-10-27
Added
 - Added new profile preferences for Student Time Check

<hr> [0.10.47] 2021-10-26
Added
 - Added student ID, Other_ID and Other_ID2 to field picker for Custom Views (#465)
 - Added view student record button from Outstanding Appointment Request screen (#464)

Fixed
 - Fixed document type toggle buttons appearing over top nav bar (#459)
 - Fixed uploading attachment files to Email templates (#461)
 - Fixed backup link to enter online appointment now passes reason and section to log the visit

<hr> [0.10.46] 2021-10-25
Fixed
 - Fixed Outstanding appointment request reason not showing/saving on entry screen (#463)
 - Fixed batch emails for group roster emailing issue (#460)
 - Fixed availability location change not applying to group appointments when appointment is not online (#458)
 - Fixed issue with new document type button causing a click event for doc type toggle buttons (#457)
 - Fixed issue on appointment entry where editing a custom field value wasn't causing appointment save button to appear
 - Fixed minor positioning issue on whiteboard chat history when page is resized

<hr> [0.10.45] 2021-10-23
Added
 - Added support for the various date time formats on KIOSK and Log listings
 - Added sys pref to display Accum Hours on Student/Campus tab
 - Date time conversion for time zones on KIOSK and Log Listings
 - Added Profile Pref for time zone different from Campus time zone

Fixed
 - Dragging an appointment past the midnight hour fixed (#448)
 - Fixed whiteboard issue with draw sending multiple times on multiple send clicks (#451)
 - After sending, undo options cleared (#462)
 - Clicking the delete button on newly created watch/custom list fixed (#447)
 - Preview for "Warning message to display on early logout" shows a preview of Notice on KIOSK instead (#445)
 - Creating a new document type expands all existing document settings, and inverts whatever they were set to (#444)
 - After creating and deleting a Custom List, it becomes impossible to rename existing lists until a refresh (#443)
 - Changing locations in appointment entry doesn't prompt the save button to appear (#440)
 - Fixed Next staff and previous staff buttons, clicking too fast shows wrong staff (#449)

<hr> [0.10.44] 2021-10-21
Added
 - Added change log list (View Latest Changes menu added for SysAdmins)
 - Added change location on group availability affects appointments (#435)

Changed
 - When creating new document, auto expand the file browser area (#434)

Fixed
 - Typo in section search for availability block sections (#431)
 - Typo in outstanding appointment request title text (#432)
 - Email survey after visit via Join button (#428)
 - Fixed display of student appointment after booking an appointment (#433)

<hr> [0.10.43] 2021-10-20
Added
 - Improvements to navSrch previous search menu (for Students & Registrations)
 - Added color ribbons to search availability results (#427)
 - Announcements for students may be for dash or kiosk of both, also fixed an issue with login dialog disappearing prematurely (#425)

Fixed
 - Choosing consultant on logout was not working properly (issue #424)
 - Fixed custom views for very complicated table traversal (ie Registrations needs data from Courses and Students) also allow Generated fields to be chosen

<hr> [0.10.42] 2021-10-19
Fixed
 - Fixed registration views to show Student fields.
 - Found an issue with visits not logged out that aren't getting terminated (#417)
 - Moved KIOSK choices for all centers that profile and Log listings to last item in list (#416)

<hr> [0.10.41] 2021-10-18
Added
 - Subjects chosen for availabilities are shown in the slots (#260)
 - Appt Visit Utilization report, add csv output option

Changed
 - Availability recurring (optional & selected) interface changed to be more simplified (#335)
 - Less stern warning regarding date and time of appointment when not matching expected values (#414)

Fixed
 - Fixed issue when deleting a multi availability, remove from calendar display
 - Prevent double clicking on appointment save (#413, #412)
 - Fixed certain submenu choices for windows surface table (#401)

<hr> [0.10.39] 2021-10-15
Added
 - Export Registrations to csv (#410)
 - Added ability to re-search previous searches using menu on nav search (#372)
 - Added new feature / system preference: Dash chart choices are now customizable
 - Add option to show summary report for Appt Visit Utilization

Fixed
 - CC center on send email to students listing
 - Switch format of full name on user searches

<hr> [0.10.38] 2021-10-14
Added
 - Update SMS validator to support api key

<hr> [0.10.37] 2021-10-14
Added
 - Saved searches are editable by sysAdmins (#406)
 - Add icon to automated reports in favorites submenu

Fixed
 - Fixed privileges issue when switching to Staff that is Profile Admin from Faculty

<hr> [0.10.36] 2021-10-13
Fixed
 - Fixed typo in search availabilities

<hr> [0.10.35] 2021-10-08
Added
 - Added scheduler cookie prefs to the user preferences (#373)
 - Allow SI Batch codes to work for non-enrolled sections (#397)

Changed
 - Added options parameter to sendConfirmation, when online changed on availability from No to Yes or Yes to No, adjust all future appointments (#394)
 - Moving appointments, set avail id and force confirmation immediate. Recompute duration

Fixed
 - Fixed typo in search availabilities
 - Online location display option fixed (#396)
 - CC Center on Roster batch emails fixed (#380)
 - Moving appointment from one consultant to another fixed email issue (#393)
 - Fixed a bug with courselist sql when blank data in search criteria
 - Your online session is available needs to be removed if appointment is canceled or deleted (#395)
 - Prevent double clicks to enter online appointment (#392)

<hr> [0.10.34] 2021-10-07
Added
 - Trap double clicks on links on scheduler

Changed
 - Outstanding appointment requests are now accessed via Table Access preference (#389)

Fixed
 - Roster buttons became unresponsive after clicking (#384)
 - Fixed formatting of move and edit availability buttons in appt entry (#385)
 - Choose a different date on move appt (or search availabilities)... format to look like a button, fixed bug with not choosing last date chosen (#388, #387)
 - Fixed datetime format on mailqueue display (#386)

<hr> [0.10.33] 2021-10-06
Added
 - New integration functionality for merging multiple campus licenses into one
 - Faculty email report allowed for Admin (#377)

Fixed
 - Fixed Views became broken from previous adjustment (#383)
 - Fixed drawing availabilities with DAYS = null
 - Scanning SI batch codes other than Student Sequence is fixed (#383)
 - Fixed OFF/ON CAMPUS/ZONE calculation (#379)
 - Fix missing csv header (#371)

<hr> [0.10.32] 2021-10-01
Added
 - Minor documentation, latest trac

Changed
 - Group pref override scheduling prefs allows search Avail find any availability during move process (#370)

<hr> [0.10.31] 2021-09-30
Fixed
 - Process SI and Batch fixed online checkbox option (#369)
 - Fixed the CourseList course item issue when expanding an item, search didn't account for text values (#367)

Added
 - Update PinStatus during imports, remove old pins automatically, allow user to remove a status pin if they dont need to see it any longer (Gears turn during long processes)
 - Added a KIOSK option for All Profiles (#365)
 - Added a few more power search phrases for the visits listing (#366)
 - Nightly terminate removes any non-started visits

<hr> [0.10.30] 2021-09-29
Fixed
 - Fixed a typo in student nav search choices: Birthdate
 - Batch visits create for non-online batches properly (#361)
 - Prevent appointments with duration <= 0 from being booked
 - Addition appointment security checks added to prevent user from hacking the appointment values

Changed
 - Auto cancel future appointments when 2 consecutive missed in a recurring series
 - Add survey instructions to the survey link email

Added
 - Add watch list indicators to referral list to faculty (#352)
 - Profile admins can create student records in the student listing screen
 - Referrals Assigned, student name is now clickable to view student entry (#363)

<hr> [0.10.29] 2021-09-28
Fixed
 - Latest trac for menu slider fix (#354)
 - Don't allow students to override a conflict with a blocked time (#355)
 - Fixed appointment layout issues when viewing from a phone (#349)

Changed
 - Referrals listing on dashboard, add student name and added ability to filter

Added
 - Added search active only to registrations listing (#356)

<hr> [0.10.28] 2021-09-24
Fixed
 - Fixed appointment layout issues when viewing from a phone (#349)
 - Fixed issue with choosing a section for an availability (#348)
 - Moved get student bio to a helper proc. Fixed issue when showing students before opening batch visits (#350)
 - Another fix (#329) - applied to group appointments
 - Fix for issues (#322, #339) - appt scheduled by and modified by

<hr> [0.10.27] 2021-09-23
Fixed
 - Click continue multiple times creates multiple logins, hide button to prevent (#347)
 - Date format for search availability problem (#342)
 - Fixed an issue with Static lists being non-editable (#338)
 - Converting seconds to HH:MM format, rounding fix

Added
 - Add a message to top of appointment when appointment is saved (#)
 - Add logging to survey and report email attempts
 - Allow required fields that are toggle fields to be highlighted when not chosen (during validation process) (#344)
 - Added ability to test an IP address to understand if IP is in block range or not.
 - Add SchedModBy field to Appointments table
 - Error logging on appointment email send
 - Faculty email report - add reply-to email address

Changed
 - Email: Only allow From override if not using mail.cordernet.com or office365
 - Adjusted wording of Reason Not Required override (#341)
 - Differentiate between visit location and appt location for student visit/appt report (#336)

<hr> [0.10.26] 2021-09-21
Added
 - Add a RegStatus field to Registrations allowing a different field to be used for deactivating a registration record (#334)
 - Additional Logging on calc_Missed
 - add ability to process additional merges, cleanup, after a merge operation has been performed using an optional function 'app_processAfterMerge'

<hr> [0.10.25] 2021-09-20
Fixed
 - Fixed a bad SQL statement having to do with blocked availabilities

<hr> [0.10.24] 2021-09-20
Added
 - Added ability to collapse the filter text on KIOSKs (#328)
 - Add document uploaded Notifications that appear under alarm bell (#180)

Changed
 - Preference for work button now control consultants logged in button
 - Obscured placeholder will now use a label is text to be displayed

Fixed
 - Fixed a bad SQL statement
 - All uses of count check for countable
 - Cancelling an appointment might mark status as undefined (#326)
 - Fix for automated reports - even if bad email address, update favorite as processed
 - Fix import batch item process to not automatically have a batch file name, so the user has to enter it.

<hr> [0.10.23] 2021-09-20
Changed
 - Adjusted cleanup report - use record class so changes are auto logged

<hr> [0.10.22] 2021-09-18
Added
 - Added ability to pull linked student data into staff record when viewing/updating (#146)
 - Allow max appointment rules for blank status (#317)
 - Added Bi-Weekly to repeating appointment

Changed
 - Group multi slot booking should not use time intervals (#323)
 - Don't notify Staff when their own work visit appears (#321)
 - Show FTP versus School Imports Test file name
 - Query student subjects is faster now on search availability

Fixed
 - New Custom fields had an issue with saving before extra clicks (#250)
 - Latest trac and fixed dashboard links on entry forms
 - Cancel - missed status wasn't being applied properly (#324)
 - Fixed Show These students from the Visits listing after having found visits for this week (#320)
 - Prevent student double booking re-fixed (#318)
 - Set appointment status as attended when online session entered (#319)

<hr> [0.10.21] 2021-09-17
<hr> [0.10.20] 2021-09-17
Added
 - Batch assign UUID for faculty if not already assigned.
 - Added php Uuid::uuid4() assignment to import process for any record that has a UUID field
 - Students can use the multi-slot booking now

<hr> [0.10.19] 2021-09-16
Added
 - Added ability to remove calendar iCal attachments (#279)
 - TotalTime in Visits Export (#307)
 - Log out consultants button added to list of consultants logged in (#306)
 - Latest trac
 - Ability to override max merge records found limit
 - Conclude work visits from visit listing (#303)
 - Reports are now run as job on the job server
 - Added ability to Log visit to only staff who are logged in to work (302)
 - Added Section CRN to various reports (#298)
 - New profile pref to require reason and section on save appt only
 - When logging in at KIOSK for an appointment, the Subject and Reason and Time are displayed
 - Allow section to be specified in a Custom KIOSK (#280)

Changed
 - Allow uses to remove a list even if linked to student records
 - Show only staff in a center if there is a linkage for that staff in that center
 - Custom KIOSK assigning a Reason, removed any duplicate choices
 - Hide work visits from KIOSK (#308)
 - Writing centers don't use specialties for subject list for consultant (#304)
 - Roster status updates are now done using record object for logging purposes
 - Changing online for an appointment in a series now applies the value to all in the series (#254)
 - Last import status with mismatched columns or column data has better error display
 - Only output headers right before json output (for the API)

Fixed
 - Fixed issue with blocks not completely obscuring availabilities
 - Multi-slot booking fixed when hour start increments is 0 (#310, 309)
 - Don't show inactive registrations on search availabilities subject choices (#313)
 - Wait time reports: if WaitTime is null, use 0 (#305)
 - Fix resource images load/uploadto
 - Fixed bug with login to appointment text showing subject reason and time.
 - RecurID of undefined is not a real recurID
 - Max Appt Rules for Subject needs to query for same CourseID

<hr> [0.10.18] 2021-09-14
Added
 - Added #id of conflicting subject section appointment for debugging purposes
 - Added go to dashboard icon to some of the entry screens

Changed
 - Use NIL UUID for default User, check for null user before loading groups
 - Group appointments with slot prefs (same subject, same faculty, same section), now do a check before saving a new appointment (#246)
 - Split automated_reports into two scripts - reports and exports

Fixed
 - Adjust z-index of nav so magnifying glass isn't on top of menu above (#248)
 - Fixed typo, report calculation (#296, #301, #300)
 - Students can't override adding more to a multi-person slot (#296)
 - Don't show work visits (or visits with null for student id in Log List or kiosk)
 - Removed duplicated appointments based on related table search
 - Fix, in case a later-deleted customData field is in use in a saved favorite report
 - SchedCheck bug fixed
 - Move To dialog now appears over existing appointment dialog
 - Get proper campus code for sso logins

<hr> [0.10.17] 2021-09-13
Added
 - Referrals widget default open/close via cookie
 - Added CRN to Student's Registrations List
 - Added CRN field to various reports (#287)

Changed
 - Removed 'Email' from User Login prompt
 - Removed PHP Mailer
 - Automated reports use new CRON and jobs system

Fixed
 - Appt SectionID and ReasonID properly copied to group roster visit when attended
 - View these Students from Registrations listing (#293)
 - Roster attended was duplicating visits, fixed
 - Also attended now sets the enteredDT to same as TimeIn for roster visits
 - Latest trac with str_toHours fixed
 - Fix link in email for emailed reports
 - Work visits menu needed a unique id to differentiate from nav menu work visit menu
 - Fixed issue with faculty courses not showing students enrolled

<hr> [0.10.16] 2021-09-10
Added
 - Added Section CRN to main Registration listing

Changed
 - Make sure appointment's section and reason override availability
 - Availabilities dropsearch for sections show only active sections, minor cleanup of count of selected records

Fixed
 - Mark a group appointment item as attended applies sectionID to the visit record (#283)
 - Fixed issue where TimeOut wasn't being computed on an SI Login. Fixed issue when number of students in current selection filled up memory (#281)

<hr> [0.10.15] 2021-09-10
Added
 - Added Redrock Pref, to set how many days of data for reports to run as a job

Changed
 - Use new Redrock IP detection
 - Update import status when file not found or FTP Path is nonexistent
 - Update automated_reports.php - added logging, and better null checking

Fixed
 - Hide availabilities fixed when availability was for DAYS not shown

<hr> [0.10.14] 2021-09-10
Added
 - Added display for import file location (test or FTP)
 - Added ability to use caching for certain record types during the import process to increase speed of imports by 300%
 - Add limitation message for Office 365 email (#38)

Changed
 - Import now allows for Student record caching, adjusted to track memory usage
 - Import status while importing, show latest record count
 - Importing: switched the default cache setting from no to yes

<hr> [0.10.13] 2021-09-09
Added
 - Added more clarification notices/descriptions to all system preferences
 - Added handling of SSO de-auths
 - Add SAML/CAS settings for de-auth

<hr> [0.10.11] 2021-09-09
Added
 - New system pref to control format of subject when searching availabilities (#215)
 - Hover over log listing images makes them enlarge
 - New appointment group pref added (#262)
 - Photo image sizes can be controlled on the log listing (#268)

Changed
 - Student Touchless signin in using phone: auto select first subject to help fix iOS issue (#276)
 - Faculty view: related courses now default to active only (#275)
 - After a staff record merge operation we remove any duplicate entries in the CenterStaff table (#270)
 - Adjustment to the interface for the merge records functionality

Fixed
 - Sections: find duplicate records fixed
 - Consultant Schedule Summary Emails is now working (#263)
 - Fixed import status issue
 - Don't try to delete a non existent document (#274)
 - Subject courses on search availability sorted properly (#249)
 - Resolve issues with cookie settings not being honored (#259)
 - Fixed custom KIOSK reasons and consultants (#253)
 - Don't send terminate message to student if preference is not checked (#241)
 - Blank announcement bodies fixed (#261)
 - Cleanup appointment code, save user who modified it and date and time modified
 - Dont allow adhoc creation of avail when no center / staff chosen on pulldowns
 - Hide availabilities when not linked to staff on search availability

<hr> [0.10.10] 2021-09-08
Changed
 - Get default time zone of America/Phoenix when Prefs doesn't exist yet
 - Update manual cron runner with modern code, specifically changeCampus
 - Add cleanup script for emails with massive attachment lists
 - Check if email can be tried before trying
 - Smaller email batch sizes when sending plain emails
 - Email updates: a bit more reply-to implementation
 - Adjust SAGE referral emails recipients display

Fixed
 - Fix issue with email attachments growing to absurd levels
 - Fix twig rendering error logging

<hr> [0.10.9] 2021-09-08
Added
 - New not Online pref to display when Online checkbox is NOT checked
 - Additional options for SAGE date filter
 - Dashboard widget: SAGE Referrals uses filters and also use cookies for default open/close display
 - More LDAP validation preferences for functionality

Changed
 - Adjust handling of sender reply tos

Fixed
 - SAGE automated emails listing formatting issue

<hr> [0.10.8] 2021-09-03
Added
 - Provide user feedback after duplicating a survey

Changed
 - Set UUID for all students without a UUID during process activations script
 - Hide term sequence: its confusing

<hr> [0.10.7] 2021-09-02
Added
 - Staff listing on profiles now has a search active only option
 - Option for new time format that is not military time (for log listings)
 - Send Survey to students in current student listing

Changed
 - Import jobs allowed to take longer amount of time to finish (for now)
 - Consultant save own record will only load self as choice on new recs

Fixed
 - Fixed Wildcard subjects now appear in Center Schedule report (#239)

<hr> [0.10.6] 2021-09-01
Added
 - For reports being emailed (by auto-favorites, job, manual, etc.) implement reply-to for schools using our mail server
 - Next and Previous scheduler buttons can use enter key to activate
 - For TracCloud schools using our Redrock mail server, for emailed reports, set reply-to

Changed
 - Consultants default to their own schedule for their default center when they click the Scheduler link
 - Show only active reasons to choose from for visits cleanup report

Fixed
 - QR kiosk code not allowing students to login (#238)
 - Prevent multiple appointments for a single student in same multi-person group (#235)
 - Prevent double click on update specialties (#236)
 - Referral custom questions need to be handled differently when applying annotated referral values to selected referrals (fixed issue where all custom questions were being updated)
 - Fixes privileges: SysAdmin group overrides Admin, Staff or Consultant privs
 - Visits by FTE report fix
 - Access own schedule should only show own consultant info (#216)

<hr> [0.10.5] 2021-08-31
Added
 - Record when visit notes sent, show an indicator (#226)

Changed
 - Appointment location on calendar is obfuscated (#230)
 - Center staff list uses own setsuffix to utilize own search filters (#224)
 - When barcode lookup occurs and only 1 student found, auto select

Fixed
 - Fixed a display issue with Cancelled or Missed appointments (#229)
 - When document not yet saved, but new doc ready to be uploaded: fixed issue with it showing are you sure you want to upload with no doc (#225)

<hr> [0.10.4] 2021-08-30
Added
 - Added expired time to display of sessions that no longer are available
 - Added 2 new names for consultants (Educators & Academic Coaches) (#218)

Changed
 - Show current time bar on schedule as blue and server time when server time does not match local time on scheduler
 - Block non-redrock sysAdmins from editing import batches
 - Added more functionality to merge faculty. Fixed issues (#210, #212, #213, #151)
 - Visit / Appt Export refinements

Fixed
 - Set the initial check value for items with isNewOnly checked for assignment field list

<hr> [0.10.2] 2021-08-27
Added
 - Log json apptcenters when no records found
 - Added error message to apptcenters when returns blank json

Changed
 - HTTP_X_FORWARDED_FOR as the user's IP address
 - Visits report FTE improvement
 - Change logging to info level and do it every time apptcenters json is called

Fixed
 - Fix issue with appointment centers json call failing

<hr> [0.10.1] 2021-08-26
Added
 - Added new removeDuplicateFaculty job and associated menus

Changed
 - LDAP Tweaks, fallback to local accounts when ldap fails
 - Simplified notification code for URL link copy
 - Prevent entry in online dropin session before it's time

Fixed
 - Fix some issues with LDAP settings not making sense
 - Online URLs from the search availability maybe copied to the clipboard now
 - Fixed online copy URL for older params

<hr> [0.10.0] 2021-08-26
Added
 - Added Appointment.OnlineLink tag to retrieve a URL that can be emailed for an online session appointment

Changed
 - Return to original url when doing SSO redirect logins
 - Cleaned up and standardized online session link to go through a single form that rejects or redirects based on whether or not the session is available

Fixed
 - Fix retrieval of staffPhotos directory
 - Fix issue with retrieving empty url overrides
 - Use proper job return types

TracCloudChangelog

2026-05-06T09:00:02Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.3.36] Current Release
Added
 - Added twig tag support for individual survey questions
 - Added report search filters (#, &&, |, blankornull, etc.) to the Referral Reason and Referral Recommendation search fields in the SAGE Referrals by ?? report and the Referrals by Student and Appointments/Visits report (#3075)
 - Added an option in the Survey Responses report to select specific questions to include in the report (#3128)
 - Added a SurveyTrac option to email a survey to a consultant after a work visit only (#3125)

Changed
 - Added override rules for Appointment invites to give extra days for certain students

Fixed
 - Fixed a SurveyTrac issue of staff or faculty not being able to access a static QR code survey (#3113)
 - Fixed a SurveyTrac issue where conditional questions based on a radio or multi-check choice with an optional/additional entry field wouldn't show (#3126)
 - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time

<hr> [1.3.35] 2026-04-29
Added
 - Added sort by centers to the Log Listing sort options (#3089)
 - Added Skills/Accommodations to the User Detail report as an additional field to show (#3097)
 - Added a new Resource Checkouts per Visit report in Management category
 - Added Center custom fields to the Visits by ?? report as additional fields to show
 - Added an option to the Survey Snapshot report to filter responses in-report and open the listing of recipients based on the filtered responses (#3070)
 - Added Appointment Invites as new feature for general use and especially testing / proctoring centers
 - Added a new group privilege to restrict a user from access certain custom fields (read only vs read/write vs no access)
 - Added the option to clear out the assigned consultant when processing SAGE referrals (#3120)
 - Added completed actions on the modal when a SAGE referral is resolved (#3120)
 - Added the option for prospective student requests to allow only phone, only email, or either; also, option to customize the messages for Prospect Log In and for Create Prospect (#3102)
 - Added Resource Sub-Type, and the option to track resource quantity/availability by sub-type
 - Added Outstanding Requests custom fields as additional fields to show for the Outstanding Appointment Requests report (#3123)
 - Added Steps Reports for Success Plans and Work Plans, for showing past due steps or next steps.
 - Added new Block Students field to Staff records and utilized in the search availabilities
 - Added Section Enrollment to the Workshops batch enroll, for enrolling students registered for the workshop's section

Changed
 - Referrals listing and Timeline now honor the View Own Referrals preference (#3090)
 - Added a new Referral state for the referrals types allowed in Group Prefs: View and Edit, No Listing

Fixed
 - Fixed an issues where KIOSK did not adjust the choices for subjects, consultants or reasons based on linked values
 - Prevent duplicate prospective student requests if the same email/phone number is used (#3107)
 - Fixed an issue where cookie size was limiting the number of students being concurrently helped in Q2 (#3122)
 - Fixed an issue with the Custom Kiosk Static QR Code, confirmation code submit button (#3124)
 - Fixed an issue with the schedule, where clicking on the appointment play button to start the visit might create a duplicate visit if the student already started the visit (#3111)
 - Fixed an issue with the search availabilities using the choices form special needs widget (#3127)

<hr> [1.3.34] 2026-03-01
Added
 - If a Workshop is connected to a staff, show it as a reserved block on the schedule (Also blocks any overlapping availabilities for that staff from availability searches) (#3047)
 - Added an option on the Students Workshops Attendance report to highlight attendance for better visibility (#3050)
 - Added an option for Max Appointment rules to max out the number of seats (for testing centers) (#3054)
 - Added a preference for Touchless QR Codes to require User Name / Password validation
 - Added an option to add Max Hours to the Staff Confirm Bio (#3052)
 - Added an option to SAGE reports to select multiple referral types (#3072) rather than just one. To select multiple options, hold down Ctrl and click on each desired option (or use Ctrl-up/Ctrl-down arrow keys to navigate, and press Space to select/deselect).
 - For creating SI Batch Visits, added Select All and Select None options to the list of students without previous visits (#3073)
 - Added an option to show step prompt notes in the Success Plans report (#3065)
 - Added an option for Workshops to generate a QR code for students to scan, to mark attendance (#3068)
 - Added an option for Workshops, after the workshop is over, to mark all non-attendees as Missed

Changed
 - Use profile preference for allowing asynchronous messages to be composed after an asynchronous session has been concluded in displaying the conclusion message (#3044)

Fixed
 - Minor accessibility fixes
 - Fixed an issue with Registration Listing search criteria being applied to Section Entry -> Enrollment Listing (#3058)
 - Fixed an issue with Appointments in Staff Timelines (#3057)
 - If a Q2 Hand is raised but the main visit record is logged out, the Q2 hand raise will not be counted on the dashboard widget (#3069)
 - Fixed an issue with Faculty Name not being shown on KIOSK and LogListing Login for choosing a Subject when the preference includes faculty (#3071)
 - Fixed an issue with Search Availability Pref inclusion of Faculty (but no faculty assigned) causing the choice to display as null (#3079)
 - Fixed an issue with Confirming Subject and Reason for Q2 after hand is raised for a specific reason (#3080)

<hr> [1.3.33] 2025-12-15
Added
 - Added a new SAGE report, Faculty Referral Activity
 - Added a new preference to allow sysAdmin to disable Mentorship Asynchronous communications
 - Added an option in the survey responses tab to delete a survey response (#3008)
 - Allow Super Admins to use the Login As functionality
 - Allow up to 9 Student Custom Tabs on the Student Entry screen
 - Added Send Email to Staff Entry
 - Added Bi-Weekly to Announcements
 - Allow Success Plan steps to utilize multiple reasons per step
 - Added the option to duplicate a resource from the Resources Listing (#3026)
 - Added the option to reset Student/Staff confirm BIO on term start dates automatically
 - Added new option to allow announcements to be displayed as a Live Poll

Changed
 - If KIOSK number of subjects, reasons, or consultants choices is 1, then display a 'Select a ???...' as the first choice
 - The Other menu has been adjusted to show fewer items, modules are now in a submenu and the version is in a submenu as well
 - In the Reports center picker, you can now search by entering any part of a center name, not just the beginning.

Fixed
 - Fixed an issue in the Appointments/Visits Utilization report where, if showing reserved blocks, some reserved blocks would show if its associated center was not selected in the report settings (#3004)
 - Fixed an issue with the Mentee Linker tool (#3003)
 - Fixed an issue with reports if a search field only contained a space character (#3017)
 - Fixed an issue with stacked availabilities and when an appointment is booked and the center is changed from in-person to online stacked availability (#2998)
 - Fixed a report permissions issue with Students Workshops Attendance, additional fields to show (#3029)
 - Fixed an issue with Sections listing and search active only
 - Fixed an issue with automated Appointment Reminder emails where it would sometimes send a second identical email a couple minutes after the first email
 - Fixed a SurveyTrac issue with surveys sent via "Display as link on main menu" for logged-in staff that also have a student account, that prevented submission (#3042)

<hr> [1.3.32] 2025-11-10
Added
 - Added option for search availability to use the require center option when the center is shown on search availability widget
 - Added Visit Created by in the Initial Visit report as an additional field to show (#2954)
 - Added an option in the Referrals by Student and Appointments/Visits report to search by appointment reason and visit reason (#2959)
 - Added Appointment search section to the Additional Search options in the Center Schedule report (#2948)
 - Added confirmation to consultant logout on KIOSK consultants logged in list
 - Adhoc QR Codes that are generated from an availability now adhere to the allowlist and blocklist options
 - Added a staff preference that allow a new user type, Super Admin, which is similar to Profile admins but also has a few extra options
 - Added a badge to the system audit widget displaying the number of system audit issues that have been found (also show and hide via cookie indicating state)
 - Added a System Audit widget to the dashboard for SysAdmins
 - Added new anchor panel interface on student entry screens to handle many custom fields to reduce scrolling
 - For workshops where visits are created, the visit location will match the workshop location (or for online visits, the workshop online URL) (#2975)
 - Added Location as a required field for Quick Visits
 - Added the Workshop option to send confirmation emails when batch enrolling students (#2968)
 - Allow the Asynchronous title preference to be shown on availability and appointment entry
 - Added CSV output option for the SI Comparison report (#2984)
 - Added an option in surveys directed to students to only direct to students on a student list (#2977)
 - Added Availability Notes as an additional field to show in the Students Visits/Appointments by ?? report (#2994)
 - Added an option in Workshop attendance scan to override maximum attendance, and the roster filter now works with ID besides name (#2983)
 - Added an option to duplicate a workshop in the Workshops listing (#2996)
 - Added more search options to the Workshops listing (#2997)
 - On the payroll report, if Show Student Visits is selected, the report now shows non-duplicated student visit time totals; additionally, if Show Work Visits is also selected, the report now shows percentage of consultant work time spent with students (#2902)
 - Added a new SurveyTrac report, Unanswered Staff/Faculty Surveys (#2965)
 - Added a new Faculty-only report, Faculty Student Appointments (#2999)
 - Added Learning Strategist to list of Consultant types
 - Added Student Other_ID to list of fields in Appointment Find by Values choices
 - Prevent student/staff from booking an appointment if the appointment time conflicts with a current class schedule
 - Added twig processing to send text to student/staff

Changed
 - When user's group pref indicates no viewing visits or work visits, hide the Attendance Listing menu item
 - Adjusted a KIOSK Login to only show Centers for the Profile the KIOSK was created in when no center is chosen
 - The Referral Processed checkbox can now be unchecked to reopen a previously processed SAGE Early Alert Referral
 - Adjusted the SAGE Referral Processed header to Followup and Processed Info
 - Added a 'tighten' and 'expand' option to SAGE Referral entry to allow more information to be displayed at once, uses cookie to remember last setting
 - Changed the method for what are the related profiles when check out resources
 - For Visits -> Linked Documents, new Document modal will hide document types not allowed to staff (instead of showing as disabled)
 - Hide Satisfaction label on Attendance Listing if user isn't allowed to see satisfaction values (#2976)
 - Assessments and SuccessPlans remember to be shrunk or expanded based on the user's last preference

Fixed
 - Fixed an issue with rendering previews
 - Fixed an issue with Q2 Reason updates causing failure if no reason being asked
 - Fixed an issue with search availability using the consDropin and ConsWork preferences
 - Fixed an issue with Staff Confirm BIO Custom fields not saving (#2924)
 - Fixed an issue with reports, not being able to save a favorite if a used student list name contains a single-quote character (#2963)
 - Fixed an issue with search availabilities when large number of slots listed, the date change doesn't search the new date chosen (#2964)
 - Fixed various WCAG issues
 - Fixed an issue with appointment entry - show name to staff and make sure the link is available to staff entry
 - Fixed an issue with table access setting for Staff Entry not being honored on click from Appointment entry
 - Fixed an issue with some report modals where a popup search was sometimes inaccessible (#2970)
 - Fixed a search availability issue with time zones east of GMT: for example Kuwait and Singapore.
 - Fixed issue with the combination of OAUTH, Mail, Microsoft and iCal attachments not auto adding to calendar
 - Fixed an issue with stacked availabilities on the Appointments/Availabilities by Hour by Day of Week report, make sure they only count once (#2985)
 - Fixed an issue with group appointments not counting properly on the Appointments/Availabilities by Hour by Day of Week report (#2995)
 - Fixed an issue with the 'Send Email to' option in the Workshop Roster not working (#3000)
 - SuperAdmins can now see the show my schedule button on the scheduler

<hr> [1.3.31] 2025-09-19
Added
 - Added the Assessments Summary report to the Retention report category
 - Added reverse date sort to Attendance Log Listing
 - Added Assessments tab to the student search
 - Added a new functionality for choosing a staff record in lieu of a student record for appointments
 - Added two new Student types: Staff and Alumni that are protected from deactivation by the system
 - Added a progress spinner to all drop search areas (search for students, etc)
 - Added Center column to the Workshops listing, including the ability to search by center (#2952)
 - Added a new group privilege to limit staff consultants to only see their own peer linked students in the student listing
 - Added ability to batch import staff certificates from ACTP certificate extract file
 - Added ability for stacked availabilities to differentiate recurring appointment settings per center
 - Added Visit Created by in the Visits by ?? report as an additional field to show (#2954)
 - Added new profile pref for overriding date and time changes outside the availability constraints
 - Added QR Codes for Assessments
 - Added Block These and Allow Only icons on schedule for availabilities

Changed
 - For security reasons, the Preview button for twig has been changed to send an email of the preview to the current user's email address
 - Changed the subject listing on Referral entry to only show subjects for the faculty if the current user is a faculty (#2955)
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed an issue with need for Byte Order Marker removal on import files and on previously stored headers (#2919)
 - Fixed an issue with online session notification being displayed to sysadmin that booked an appointment for another staff (#2938)
 - Fixed an issue with the notification window having an issue with visits without a start time (#2940)
 - Fixed an issue with Peer Mentor Linkages expiring
 - Fixed an issue with LogListing Sort menu (#2947)
 - Fixed an issue with changing appointment from in person to online and the URL does not update (#2953)
 - Fixed an issue with Listing sorts, unable to reverse sort (#2956)
 - Fixed an issue with Appointment status icon not updating when a KIOSK visit is logged out (#2957)
 - Sped up the query for showing staff that are currently logged in and are available to KIOSK login
 - Multiple Career Center adjustments/fixes: for Resumes, Job Postings and Reference requests.
 - Fixed an issue with Staff record saving causing Student record to be created.
 - Fixed an issue with Custom View, Base Search, NavSearch and moving to Page 2 (#2961)

<hr> [1.3.30] 2025-08-27
Added
 - Added the Jobs by ?? report for Career Center Management
 - Added Research Jobs tab to the Resume Builder tool
 - Added Links for Research Jobs to Bureau of Labor Statistics, O*NET and My Next Move
 - Added Additional Search to the Jobs by ?? report
 - Added new Module: Assessments. This allows campuses to create any assessment evaluating learning styles, study habits, or exploring cognitive abilities.
 - Added option for Peer Mentor Linkages to expire outside the Term they were created
 - Added reverse date sort to Attendance Log Listing

Changed
 - Changed max number of custom fields in a listing based on location from 100 to 200
 - Security update: not including page URL in code

Fixed
 - Fixed an issue with reserved block override status field not showing if the max students value is 0 (#2911)
 - Fixed an issue where searching peer mentors based on visit data had an issue (#2915)
 - Fixed an issue with attendance tracking for faculty prevented access (#2914)
 - Fixed an issue with Appointment Location field not updating for a stacked availability (#2912)
 - Fixed an issue with availability list selection for block or only allow showing all lists (#2913)
 - Power search after a saved search in a custom view, navigating to page 2 didn't use the power search (#2905)
 - Workshop enrollment list will show a line through the workshops that have been cancelled (#2917)
 - Workshop list of choices will show a message indicating that the workshop was previously enrolled but cancelled (#2916)
 - Fixed an issue with Mentee Search from Staff Entry (#2921)
 - Fixed an issue where editing some saved favorite reports sometimes did not load all previously-saved data (#2923)
 - Fixed an issue where, if global email settings From name is set to Campus - Center, it now gets the correct center per email (#2922)

<hr> [1.3.28] 2025-08-12
Added
 - Added Career Center Management, resume builder, job search, job postings, candidate search functionality
 - Added OIDC SSO
 - Added Sort by Consultant to Log Listing
 - Added STAFF CANCELED for Asynchronous appointments

Changed
 - Custom forms can now receive documents via custom form fields
 - Provided more limitations of twig filter functions

Fixed
 - Fixed an issue with saved searches linked to custom views (#2897)
 - Fixed an issue with required fields not being notified on custom form save (#2901)
 - Fixed an issue with upload document by staff not recomputing Work Plan completion (#2904)
 - Fixed an issue with default files types not set for custom file fields
 - Fixed an issue with wildcard not working with searching CtrNotes on attendance listing (#2909)

<hr> [1.3.27] 2025-07-30
Added
 - Added new tables for Career center including ReferenceStatements
 - Added new consultant types (Academic, Athletic and Career Recruiter)
 - Added a Retention reports submenu with new reports for custom forms: Responses, Snapshot, and Summary
 - Added an option to block students class times during student search availability
 - Added Workshop Labels as an additional field to show in the Visits by ?? report (#2876)
 - Added profile as an option for Staff Reason Specialties screen
 - Added an override date for SAGE Nothing to report Period start
 - Added a new navsearch option to loglisting to show all in progress Q2 table Visits
 - Added user name as an additional field to the Consultant Additional Detail Listing report (#2884)
 - Added new Action in student entry to allow for sending an email to request student confirm BIO
 - Added Asynchronous Appts grouped by Consultant to Consultant Supervisor Widget
 - Added a new Log Listing field option to show an indicator if a student is logged in during class time
 - Added a profile preference to prevent students from signing in during a class time
 - Added a profile preference to filter subjects by saved registration search for KIOSK Login
 - Added an option to the Initial Visit report, to instead show the most recent visit per student within the date range (#2883)
 - Added a new rare profile pref to preserve online links without converting to TracCloud location
 - Added the option to show appointment subject/course in the Students and Appointment Status Crosstab report (#2878)
 - Added a new pref for controlling the maximum vertical size of the KIOSKs and Loglistings menu for campuses large number of centers
 - Added an option for reasons and recommendations to have a maximum number of options checked
 - Added SAGE custom question options to add styling to SAGE custom questions/labels
 - Added Subject/Course/Title as an additional field to show on the Visits by ?? report (#2895)
 - Added the option to sort by date on the Average Wait Time report (#2895)
 - Added an option in the SAGE Referrals By ?? report to email each faculty their part of the report if grouped by faculty (#2881)
 - Added an option to report center selection to include inactive centers

Changed
 - Changed user interface for setting staff as a Mentor, etc.
 - Hide work visits from Staff Reason Specialties
 - Hide Processed and Followed Up from menu for Override And Resend Referral Email options when these items are hidden from entry
 - Hide Phone as a search avail filter option if Phone is not activated as a modality, hide Asynchronous if no active profile uses Asynchronous
 - Student confirm bio with regards to SMS Messages will now show a disclaimer/notification about SMS messages (required for FCC)
 - Removed "Yes: send the full message from SMS" from Asynchronous message sending
 - Added a twig processor function to handle twig from WYSIWYG text where > and < might be converted

Fixed
 - Fixed issue with new Consultant types buttons
 - Fixed an issue with the dashboard utilization dates not reflecting the search criteria actually used
 - Fixed an issue with Q2 Raise Hand on log listing not honoring only show consultants logged in to work (#2877)
 - Fixed an issue where the browser might recursively call "loadAppointmentListPanel" repeatedly
 - Fixed an issue with session timeout not working on staff entry page
 - Fixed an issue with new staff records created from faculty records not having a UUID (#2881)
 - Fixed the CSV with Totals output for the SAGE Referrals by ?? report (#2885)
 - Fixed an issue with fields being hidden on the section schedule page and the enrollment pages when attendance tracking is turned on
 - Fixed an issue with workshop label deletion
 - Fixed an issue with students not being able to delete their uploaded documents (#2891)

<hr> [1.3.26] 2025-06-27
Added
 - Added dataspinner to new search for linker tool and mentor tool
 - Internal library updates
 - Added the option to make a workshop online; the student can join from the self-enroll page (#2791)
 - Added student and visit record links to the Visits by ?? report
 - Added drop-in availability totals to the Appointments/Visits Utilization report (#2833)
 - Added a Choose a Consultant prompt preference for search availability widgets
 - Added a SurveyTrac option to email a survey after a student's 1st booked appointment during the survey period (#2866)
 - Added visit and appointment record links to the Students Visits/Appointments by ?? report
 - Added referral record links to the SAGE Referrals by ?? report
 - Added resource and checkout record links to the Resources reports
 - Added a new management report, Appointments by Assigned Advisor and Student (#2837)
 - Added a new survey option to provide a static URL (initiated via "Static survey URL") that can be used by anonymous recipients, including individuals that are not in the TracCloud system (#2782)
 - Added an option to the Class Attendance Summary report to show percentages of attendance, absences, and excused absences (#2787)
 - Added an option to the Center Schedule report to highlight availabilities with a corresponding color based on availability type (#2805)
 - Added a new system preference to allow staff menus to scroll if too tall
 - Added an option to the Registrations by ?? report to show grade group data (#2839)

Changed
 - Make Random Assignment assigns all the found students evenly to all the selected staff
 - Adjusted consultant work visit logout format for the time in displayed
 - The SurveyTrac option for in-person/online/all now has modality checkboxes for more options (#2789)
 - Allow SysAdmins to override reply to address of student batch emails
 - Moved Processed button down to bottom of floating panel of referrals
 - Changed the behavior when changing from week view to day view, automatically go to today
 - Changed the 'Nothing to Report' sage referral to automatically be processed with the current date.

Fixed
 - Fixed issues with log resource modal, when items not found the listing area does not hide itself automatically on click (#2867)
 - Fixed issue with notification for maximum number of checkbox choices chosen displaying behind the current modal (#2864)
 - Fixed an issue with Profile remove linked groups icon

<hr> [1.3.25] 2025-06-10
Added
 - Added ability to switch 1 on 1 to dropin on KIOSK login
 - Added ability to repeat a reserved meeting block
 - Added Peer Mentoring module and peer linkage tool on the Staff entry
 - Added ability for students who work as tutors to show their classes on the schedule
 - Added At Risk search to the Students listing
 - Added an additional Log in for Work preference if there is any upcoming appointment or availability
 - Added email templates to workshops, for creating email actions (such as sending a follow-up email to students that missed a workshop)
 - Added workshop name as an additional field to show in the Visits by ?? report (#2855)
 - Added Custom Forms to Student Actions menu
 - Added Custom Forms to Faculty Dashboard
 - Added ability to override recurring for students per availability
 - Added the Mentorship Activity report in the Management category
 - Added the option of using historical student term data for the Visits by ?? and Usage Snapshot reports (#2853)
 - Added a system preference for text to display when the appointment is a phone call (#2859)
 - Added sorting options to the student Initial Visits report, allowing sorting by center, consultant, reason, and/or subject (#2788)
 - Added option to depersonalize KIOSK login by not showing student name on KIOSK Sign In
 - Added batch mentor linkage button to mentor linkage tool
 - Added a new report for faculty users, the SAGE Faculty Referrals by ?? report (#2800)
 - Added the ftp export option to the Visits/Appointments Utilization report (#2856)

Changed
 - Change the import modal step 2 to allow for upload of a new file format with column changes
 - Custom fields from forms do not allow the profile from being changed or made different then the parent form

Fixed
 - Fixed an issue with CourseLists picker not showing CourseLists in the Search Appointment Links (#2849)
 - Fixed an issue with Students unable to conclude an asynchronous appointment (#2848)
 - Fixed an issue with rounding to nearest minute for adhoc appointment creation at certain zoom levels and row height sizes (#2850)
 - Fixed an issue with person's name submitted by on custom forms not always being saved with the form data
 - Fixed an issue with quick visits without a section not computing the TermID of the active term (#2851)
 - Fixed an issue with WorkPlans being marked as completed when a step has a fixed start date that hasn't occurred yet (#2852)
 - Fixed an issue with WP Assigned Staff name searches (#2858)
 - Hid some availability fields that have no purpose when the availability is a drop in
 - Fixed an issue with surveys emailed after # of visits, sometimes not connecting to the correct visit (#2843)

<hr> [1.3.24] 2025-05-16
Added
 - Added emailable and QR code links to custom form data
 - Added ability for referrals to have a special skills / accommodations field for input by staff / faculty
 - Added number of Visits per subject to the student time check
 - Added automatic processing of historical student term data 7:15am (and ability to add it to import process)
 - Added ability to enter who completed the item for referral action items
 - Added student first name and student last name as separate additional fields to show in the Visits by ?? report (#2844)
 - Added consultant linker tool for manually assigning consultants to students
 - Added a create staff from faculty tool to help create batch staff from faculty accounts
 - Added the ability to scan students for marking workshop attendance
 - Added referral sequence to the Referrals by ?? report for searching, and as an additional field to show (#2842)
 - Added ability for staff to create new outstanding appt requests
 - Add student term data historical tab (uses registrations permissions)
 - Added additional fields to show on the Payroll report, including staff standard and staff custom fields (#2827)
 - Added 'Archive' as on option on custom fields to automatically store the current value in the appropriate student term data history

Changed
 - Saving an appointment will temporarily disable tabs until the save finishes (or 10 seconds)
 - Group roster appointment status menu will not show if the status is non standard
 - Multiple sql script performance enhancements

Fixed
 - Removed multiple menu choices that should be hidden based on module preference activation (#2713)
 - Fixed an issue with KIOSK MaxStudentsActive setting
 - Fixed an issue with roster referrals causing multiple undesirable records to be created (#2845)
 - Fixed an issue with scheduler menu filter staff menu based on search field
 - Fixed an issue with notifications for tasks when no due date

<hr> [1.3.23] 2025-04-30 (Post-Conference Version)
Added
 - Added option for courselist picker to show active course lists and consultant courselists for active staff
 - Added Resolved By person to the Outstanding Appt Request entry screen (#2790)
 - Added Custom Fields to Outstanding Appointment Requests (#2798)
 - Added a warning message notification when the 'Affect All Selected and Shown' checkbox is selected for batch referrals (#2779)
 - Added an unsent indicator to the mailqueue entry when an email hasn't been sent (#2777)
 - Added Faculty Name to the referral entry for subject menu on referrals (#2778)
 - Added ability to add a menu title text to a menu option for online locations and other menus (#2785)
 - Prevent Inactive Resources from being shown when Logging Resources in the Log Resource modal
 - Added Saved Searches, Selection capability and Show these Students to the Outstanding Appointment requests (#2799)
 - Added attachments to Resource Types terms and conditions emails (#2784)
 - Added ability to embed prefixed HTML before a custom field (advanced option for Redrock)
 - Added a report option in the Students Visits Summary report to display Last Date In as an additional field to show (#2716)
 - Added an option to Resource Types to ask user to rescan the ID of the Resource after having chosen an item from a reservation (#2801)
 - Added linked Registration to twig possibilities for Visit Log Listing
 - Added ability to restrict the number of active visits per center at one time (#2628)
 - Added an option in the Usage Snapshot report to filter fields ad-hoc within the report, and to open a student listing based on the filtered results
 - Added ability for group availabilities to be restricted by special skills (#2808)
 - Added workshop options for student self-enrollment (via QR code / link), to optionally require signing a Terms & Conditions, an option to allow students to cancel their workshop enrollment, and an option to limit how many hours before the workshop starts for allowing cancellation (#2793, #2825)
 - Added Reason Category as an additional field to show in the Visits by ?? report (#2829)

Changed
 - Staff that are checking out resources may only do it for resources linked to profiles that that their user account is linked to (via the centers list) (#2781)
 - Adjusted terminology for Reserved Block Status text
 - Adjusted display of Resource logged out on KIOSK, don't show title if option is not activated
 - Log resource, items are now sorted by availability due to reservation date as well as title and barcode (most available at top)
 - Visits modality menu now replaces the simple online checkbox

Fixed
 - Reapplied ID field formatting to the Student ID on the Listing
 - Fixed an issue with Custom KIOSKs that are linked to a specific center not auto choosing the reason and subject for the visit when the student has a prescheduled appointment (#2813)
 - Fixed an issue with faculty click on student menu at the top navbar (defaults now to search all) (#2812)
 - Fixed an issue with KIOSK Login and Preference for showing consultants that have a drop-in availability and when the drop-in day is overridden (#2792)
 - Fixed an issue where if the original availability type did not include asynchronous, and an appointment was converted to asynchronous, the next save of the appointment will change the modality back to the original shown for that availability (#2803)
 - Fixed an issue where pressing enter in a course list entry as a consultant was saving and blanking the course list (#2809)

<hr> [1.3.22] 2025-04-16
Added
 - Added new Custom Form options for Wellness Check-ins and Reflective Prompts
 - Added new Student Term Data table for historical reporting
 - Added Staff / Student ID on Resource History listing and in check out record
 - Added a report option to highlight busier times in the Logins by Hour by Day of Week report and the Attendance by Hour by Day of Week report
 - Added new module TracInsights for Predictive Analysis of Student Success to the base TracCloud system
 - Added new custom field types: Push Button Radio and Multi Push Button Radio
 - Added Retention summary report for Custom Forms with new Drill-Down filtering capability
 - Added Profile preference to show Outstanding Resources on Logout
 - Added an additional option for marking as attended to split a current visit
 - Added a profile pref to show outstanding resource items on loglisting/KIOSK log out
 - Added Appointment dashboard display options for Cancel, Edit and Enter buttons
 - Added an advanced pref to block Process Activations fro campuses that do not have standard active terms
 - Added the option to export to ftp the following reports: Students Visits/Appointments by ?? and SAGE Referrals by ?? (#2794 and #2811)
 - Added day of week to the timeline for students and staff
 - Added Weekday as an additional field to show for the Students Visits/Appointments by ?? report (#2814)

Changed
 - Changed the look of various Dashboard buttons to use a modern look (Confirm BIO Calendar URL, etc.)

Fixed
 - Fixed a bug with staff alias computation
 - Fixed an issue with staff confirm bio
 - Fixed an issue with Plan Type and Work Plan type popup menu buttons scrolling with the page (#2774)
 - Fixed an issue with SAGE Referral submission with override and Resend Emails (when no email type is chosen) (#2775)
 - Fixed an issue where document notes should contain < and > characters - prevent stripping of the text out (#2776)
 - Fixed an issue with the time check footer message not being displayed when time check required is None
 - Fixed an issue with online appointment url blank and iCal attachment computes a tiny url for it
 - Fixed consultant summary email to include asynchronous appointments (#2802)
 - Fixed action -> upload document notes to include < and > symbols
 - Fixed an issue with the courselist chooser not using the search criteria

<hr> [1.3.21] 2025-03-25
Added
 - Added ability to add Custom Automations to the Quick Student modal for creating new student records
 - Added the option to enter a date range for the Visits/Appointments Export
 - Added a new system preference to allow KIOSK Logins to show the Reasons grouped by their associated Categories
 - Added ability to adjust font and styling for search availability results for Consultant, Time, and Location (generally to allow them to be bigger)
 - Added a SurveyTrac recipient email Twig tag Survey.URL to allow users to customize the survey link text (#2753)
 - Added the average logins per day on the Logins by Hour by Day of Week report (#2752)
 - Added new custom field type imagepopfield
 - Added 'Run Favorite Report' to the TracFlow step options
 - Added Show Active Only to the registrations sublisting on the student entry page
 - Added the Class Attendance report and the Class Attendance Summary report
 - Added Term Code as an additional field to show in the Students Visits/Appointments by ?? report (#2756)
 - Added a new Modality for appointments: Phone, also user can now choose modalities in the search widget
 - Added Location to the search widget functionality
 - Added new preferences to availabilities, they be blocked from certain students and allowed for other students using lists
 - Added new preference to availabilities, override the missed status to set the appointment to during night calculations when the appointment is not attended
 - Added a button to staff entry to open the group entry for the chosen primary group of the staff
 - Added ability to select and show selected group records on group listing
 - Added ability change field values for group records
 - Added Copy and Paste to Change Field Values modal
 - Added Appointment Meeting Type and Visit Meeting Type to the Appointments/Visits Export as additional fields (#2764)
 - Added Availability badges to be linked specifically to phone availabilities (#2766)
 - Added custom real time formatting and custom formatting for columns for Custom Views
 - Added a new Appointments by Hour by Day of Week report in the Students category (#2765)

Changed
 - Added Reasons to the Previous Visits tab list of previous visits by that student (#2747)
 - Default 1st choice for consultants list on search availability widget is now named 'all available'
 - The Visits by ?? report can now optionally be exported to the ftp server
 - For reports, the In-Person/Online drop-down menu option has been reworded to Meeting Type, to accommodate the newer Asynchronous and Phone meeting types. The Online additional field is also reworded to Meeting Type, and will display the meeting type, rather than yes/no for online.

Fixed
 - Fixed an issue with when a Power Search is compounded onto a previous standard search not working (#2745)
 - Fixed an issue where the online link to appointments was still available after the appointment started in a search availability result (#2746)
 - Prevent Custom view names to have apostrophes in their Names (#2750)
 - Fixed a rare issue regarding default modality of search availability widgets (#2754)
 - Fixed an issue with some reports to successfully allow grouping by student flag information
 - Fixed issue with duplicated staff records not recomputing the special alias field (#2755)
 - Fixed an issue with the class schedule showing recently dropped registrations for student schedule (#2751)
 - Fixed an issue with stacked availabilities and overridden single date block
 - Fixed an issue with workshop student self-enrollment, preventing staff or faculty with linked student accounts from using the QR code/link (#2769)

<hr> [1.3.20] 2025-02-20
Added
 - Added ability to have a custom kiosk for all centers accessible via static QRCode (#2712)
 - For student-related reports, student Flag Information is now searchable, and available as an additional field to show (#2710)
 - Added Receive SMS Alerts as an additional field to show in the Student Fields report (#2718)
 - For reports that use a secondary time frame choice (Usage Snapshot Date Comparison, Appointment Slot Utilization Date Comparison, Survey Response Rate Comparison), the secondary time frame now has a new 'Comparison to Previous Year' option, which allows automated reports to regularly compare the first-selected date range, to the same range of the previous year
 - Added the resource image to the resource reservation modal on the dashboard for students
 - Added to the Outstanding Appointment Requests report an option to show resolution info (Resolved by, Resolved Date, Days to Resolve)
 - The Student Search Availabilities report will now report on the number of availabilities found per search (#2648)
 - Added a Batch Enroll Students option to the Workshop roster tab (#2732)
 - Added ability to randomize similar search availability results
 - Added ability to track attendance in certain sections
 - Added ability to utilize TracFlow Queries in TracFlow automations
 - Added an optional Workshop Notification to Student field, which displays on the student self-enrollment page; html and twig fields are allowed
 - Added ability to allow staff to view documents / surveys from the dashboard
 - Added the Payroll Report option to insert a page break between each consultant when using the Show Daily Payroll Hours report option (#2738)
 - Added a name filter filter for workshop rosters
 - Added ability to continuously send a reminder on a success plan step repeatedly until the step is completed or expired (#2730)
 - Added navsearch options for searching for students based on emails sent to students (batch_email or email)

Changed
 - Adjusted consultants list on KIOSKs to ignore the current user if consultant as a default choice (moved to the top of the list) (#2717)
 - Changed the way Appointments link to Sections on Views
 - Added Student ID to Appointment Listings (if user is allowed to view Student ID)
 - For workshop enrollment, if the student search is filtered by a non-enrolled section, workshop enrollment is open to all students (#2731)
 - For workshop student search on the roster tab, you can now search students by email address
 - The Workshop Description field now allows html and twig fields
 - Time check buttons for all profiles are now showing if they have been activated for time check

Fixed
 - Adjusted the staff course list menu to show only active courselists and their own as choices (#2715)
 - Fixed an issue with search availabilities showing double titles when several days of no availabilities is retrieved (#2727)
 - Fixed a modal scrolling issue with edit dates on appointment entry (#2733)
 - Fixed an issue with non Static QR Codes for KIOSK change of code emails being set (#2736)
 - Fixed an issue with center color flags not being drawn on search availability results
 - Fixed an issue with copy email address to clipboard (#2739)
 - Fixed an issue with Process Scans button reappearing too soon before the scan job is finished (#2740)
 - Fixed an issue with Add to Roster for online appointments only not preserving online location (#2743)
 - Fixed an issue where time checks were including table visits (#2742)
 - Fixed an issue with a group having a default view and attempting a powersearch on the non-default view (#2735)

<hr> [1.3.19] 2024-01-08
Added
 - Added ability to auto log a student in at KIOSK if single record found on ID or ID2 match occurs
 - Added an option to the Visits/Appointments Export to not convert the single-quote character to SINGLEQUOTE (#2674)
 - Added new group option for student entry views: Brief with Save
 - Added two new workshop reports: Workshops Roster, and Students Workshops Attendance
 - Added option to save availability blocks (red blocks) to prevent canceling overlapping appointments
 - Added new standard search functionality to search history menus in the listing screens
 - Added an option for preventing KIOSK QRCodes from being clickable
 - Added resource collateral as an additional field in the Resources Listing report (#2691)
 - Added confirmation/cancellation/reminder email options to Workshops
 - If a user, with a favorite report with group access, is reassigned to another group, the favorites listing will indicate so (#2693)
 - Added total visit records count to Center Visits widget for students on main menu
 - Added a duplicate staff user name check when duplicating a staff record from the staff listing
 - Added an option in Workshops to add a linked consultant or faculty
 - Added additional group restrictions from viewing student timeline emails, extra details, and appointment searches (#2687)
 - Added searchable fields to Staff listing: 'is Bio Confirmed' and 'Do Not Show on Schedule' (#2617), allowed to be accessed by change field value
 - Updated the Profile Detail report with newer group settings
 - Added Location field to Workshops, also added location and linked consultant/faculty to workshop reports and email twig tags
 - Added a Workshop option to create a QR code and link, for students to self-enroll in a workshop
 - Added ability to relate multiple courses together so that courselists can auto-add the related courses
 - Added twig tag preference that can display student info in outstanding appointment request form
 - Added group pref that provides the ability to restrict saving changes to own availabilities and appointments
 - Added a Workshop option to set maximum enrollment
 - Added ability to search outstanding requests by this semester as a standard search (#2706)
 - Added ability to give a standard staff the group permission to create student records
 - Added ability to edit / view join information on dynamic list queries
 - Added a Workshop option to manually lock enrollment, or to auto-lock enrollment on a specific date and time
 - Added a Workshop option to send surveys from the workshop roster

Changed
 - For the Students Visits Summary report, user can now optionally choose to show active students without visits, or all students without visits (#2665)
 - For the Visits by Assigned Advisor and Student report, the option to 'include students without visits' now includes students that don't have visits within the date range, but may still have visits outside the date range (#2681)
 - Default duration is now honored for out of slot times when the duration allows for no conflict (#2685)
 - Recompute visit field isSchedDuringClass when the visit is saved from an entry form (#2692)
 - Asynchronous appointments are now sorted more recent at top to older at bottom
 - Revamped the Workshops roster listing, for updating enrollments to attended/missed/canceled/enrolled, or to delete an enrollment
 - Updated Workshop reports to reflect updated enrollment status of enrolled/attended/missed/canceled

Fixed
 - Fixed an issue with Search modal and related record searching and add to selection functionality
 - Fixed an issue where uploading a document with Student Dashboard Document checked was not appearing for students (#2677)
 - Fixed an issue with Student BIO fields not shown when Prospective Student option is turned off (#2678)
 - Fixed an issue with a center linked to a dynamic student list causing search widget to have issues (#2680)
 - Fixed an issue with some reports where grouping by a custom field wouldn't always work (#2690)
 - Fixed an issue with availability reserved blocks checkbox 'Do NOT Cancel any intersecting appointments' not hiding properly
 - Fixed an issue with not being able to delete an attachment from an email template (#2689)
 - Fixed a minor issue with batch SI scans with students multiple registered courses in the same term (rare and unlikely) (#2694)
 - Fixed an issue with android menus disappearing when scrolling down the page
 - Fixed an issue with consultant id being reset to zero after consultant confirmation completed on a WorkPlan (#2695)
 - Fixed an issue with consecutive appointment calculation with same consultant (#2698)
 - Fixed an issue with the Logins by Hour by Day of Week report when searching by consultant subject specialty (#2647)
 - Fixed an issue with double clicking on button to add a student to a standard list (#2708)
 - Fixed an issue with adding students to a list that could generate duplicate assigned-list data (#2707)

<hr> [1.3.17] 2024-10-18
Added
 - Added SAGE Additional Notes to available twig tags
 - Added search active checkbox to the sections listing
 - Added an option in the Visits by ?? report to group by week; this uses the general preference of default start day for the calendar, to determine the start of each week (#2621)
 - Added Collateral to Resources listing search
 - Added Meeting Type as a grouping option in the Students Visits/Appointments by ?? report (#2652)
 - Added DashboardStatus twig tags for Success Plan and Work Plan emails
 - Adjusted formatting of field for Reservation of Resources lead time
 - Added ability to disable notifications for a particular group
 - Added ability to enter HTML into Resource Terms and Conditions notification (#2663)
 - Added a new Workshops Overview report
 - Added an option in the Visits by ?? report to group by month (#2668)
 - Added CreatedByUserName to Batch Visits as well as Regular visits

Changed
 - For the Center Schedule report, if Show Consultant Email is selected, and output format is CSV Raw Data, the consultant email will appear in its own separate column (#2643)
 - For the Students Visits Cleanup Data report, the appointment status selection list now uses the profile pref for appointment statuses to choose from (#2656)
 - Referrals listing on dashboard now have a maximum height with a scrolling panel
 - Moved availability/appointment-related reports from the Management category to a new Scheduling reports category
 - Removed KIOSK Login / out options if the custom field is not for Visits, Students, or Appointments
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed cleanup of deleted courselists: remove old course list item lines
 - Fixed cleanup of deleted staff: removed old specialties
 - Fixed an issue with Find Duplicates on Attendance listing when finding based on Date Entered
 - Fixed an issue with editing saved favorite reports, where sometimes it fails to load the report modal (#2633)
 - Fixed an issue with SurveyTrac conditional questions, where certain types of conditional questions were disabled unless "Display unmet conditional questions as disabled" was checked (#2646)
 - Fixed Resource Status searching on Resources listing
 - Fixed Wildcard searching on Resources listing
 - Fixed an issue where timeline items for appointments could be duplicated when multiple documents are associated with an appointment (#2658)
 - Fixed an issue with the wording of a timeline item for visits that auto terminated after a certain number of minutes (#2657)
 - Fixed search selection searches when the previous search utilized the search form for related records (#2651)
 - Fixed an issue with the Center Schedule report if Online Only is selected and Show Location is unchecked (#2660)
 - Fixed a schedule loading issue when switching back and forth between account types repeatedly (#2649)
 - Fixed an issue with new custom fields not showing on SI Batch Visit entry screen unless all the settings are set (#2661)
 - Fixed an issue with Registration Activation by List when the List uses Registration criteria
 - Fixed an issue with select found availability blocks (#2662)
 - Fixed an issue with the payroll report, where choosing 'Round individual visits first' may calculate time incorrectly (#2664)

<hr> [1.3.16] 2024-09-18
Added
 - Added section custom fields to the SAGE Referrals by ?? report as additional fields to show (#2631)
 - Added ability to specify a lead time needed before a resource reservation can be made (in days, hours minutes) minimum lead time needed
 - Added Processed Notes to Referrals listing (#2635)
 - Added new SAGE delete referral preference to Group: own, all, none (#2634)
 - Success Plan confirmations show instructions on dashboard (#2629)
 - Added Resources due Arbitrary to import fields list
 - Added more options to SurveyTrac conditional questions (initially hidden or initially grayed-out and inactive, alphanumeric numbering options), reports updated to reflect those adjustments

Changed
 - Now showing the Search Appointment Links (QR Codes) subtitle additions when a student scans the QR Code and the code is not shown on dashboard (#2626)
 - Activate / deactivate centers now log the change to the audit log record for that center (#1084)

Fixed
 - Fixed an issue with announcements linked to student linked to dynamic lists (#2618)
 - Fixed an issue with batch assigning success plans and work plans auto-choosing the term code (#2623)
 - Fixed an issue with faculty groups that only allow brief student entry not being able to see the list of students in a course when clicking on the course in the dashboard (#2624)
 - Fixed an issue with announcements linked to a dynamic query that are blank causing an issue with the dashboard.
 - Increased speed of search availabilities query and KIOSK subjects query
 - Fixed an issue with saved group searches not being accessible to certain users (#2636)

<hr> [1.3.15] 2024-09-04
Added
 - Added 'Appointment Has Document' as an additional field to the Students Visits/Appointments by ?? report
 - Added Staff Supervisor and Position or Title fields to Staff records
 - Added the option for the Work Plans report to select centers, to narrow consultants by linked center(s) (#2600)
 - For the Resource Utilization report, added the option to include the email of the student/staff that checked out the resource (#2603)
 - Added found record count to students entry -> Visits, Registrations and Assigned Success Plans
 - Added Reasons custom fields as additional fields to show for the following reports: Initial Visit, Student Visits/Appointments by ??, Usage Snapshot, and Visits by ?? (#2610)
 - Added ability to export Availability listing to CSV file (#2614)
 - Added ability to show a calendar icon on Visit Log Listing when visit is linked to a pre-scheduled appointment
 - Added ability to show student photo for a staff if staff is linked to a student and the staff photo is non-existent (#2612)
 - Added a profile and groups list submenu to the Profile and Groups menus for quicker access to profile and groups entry

Changed
 - Prevent save button from being displayed to Students on old appointments
 - Adjusted list of staff that shows for assigned supervisor for work plans: now shows all active staff (not just consultants)
 - Adjust SI Batch code default expiration date to 4 weeks after the date of the batch visit
 - Adjusted immediate cancellation code when an availability is created that overlaps appointments but no center defined (#2608)
 - Adjusted timecheck units to reflect required time units
 - Sped up the search form for related records by count for Students -> Appointments and Visits.
 - Send SMS Button on Log Listing only shows if the student has opted in to receive text alerts

Fixed
 - Fixed an issue with search availability QR Codes images not working properly with SAML (#2582)
 - Fixed an issue with saving a center causes the center to potentially be added to the group privs multiple times (#2598)
 - Fixed an issue with Profile Reason show Active for a specific center or for all centers (#2599)
 - Fixed an issue with Search Availability Links via QR Code might not show Subtitle Additions properly (#2607)
 - Fixed Recalc these Registrations such that it will recalc all found pages of registration records (not just the current page)
 - Fixed an issue with fitness center day pass with auto registration expiration by number of days not working (#2609)
 - Fixed an issue with success plan steps not showing the confirmation notification to the consultant
 - Fixed an issue with student search - remove from previous selection when no records found (#2613)
 - Fixed an issue with availability listing, certain search fields referenced appointments or visits (#2615)
 - Fixed an issue with Q2 Raise Hand not showing profile custom fields (#2616)

<hr> [1.3.14] 2024-08-06
Added
 - For the Q2 Visits report, added the option so show, and search by, Q2 table name; also added these options to the Visits by ?? report, as well as the option to group by table name (#2547)
 - Added another time format for visit information display (#2552)
 - Added ability to use a center and staff choice in search availability widgets
 - Added ability for Custom Field Headers to be linked to a center (#2562)
 - Added non-duplicated availability hours to the Appointments / Visits Utilization Report (#2564)
 - Added on option to the Consultant Specialties report to show subject specialties that are linked only to active registrations (#2505)
 - Added search options to the favorite reports submenu - search by title, and/or show only own favorite reports (#2561)
 - Added a new system preference for HTML header text for Generic All KIOSKs
 - Added internal preference for maximum search availability widgets
 - Added the option in the Visits by ?? report to email each consultant their part of the report if grouped by consultant (#2563)
 - Added section custom fields to the Visits search category in Additional Search for reports (#2572)
 - Added Student Flag icons as an option for the Log Listings and KIOSK Listings (#2575)
 - Added an option to the Visits/Appointments Export to also include visits that were modified within the selected date range (this option limits the export to 31 days)
 - Added conditional questions to SurveyTrac, that will appear depending on the answer(s) to other question(s) (#2041)
 - Added the option to the Resources Listing report to optionally show future reservation information (if one of the reservation additional fields is selected)
 - Added Collateral to Resources listing (#2567)
 - Added option to allow Resource Returned Confirmations (#2568)
 - Added the Appointments/Availabilities by Hour by Day of Week report option to search by reason (#2566)
 - Added the option to choose This Week or Last Week for dashboard status charts (#2579)
 - Added the Center Schedule report option to show availability notes (#2580)
 - Added Section Code as an additional field to show in the Visits by ?? report
 - Added ability to specify a student dashboard document prior to upload (#2590)
 - Added ability for search appointment link subtitles to have HTML code (#2593)

Changed
 - Hide 'Report unable to find an appointment' button until the user has searched for an appointment (#2549)
 - Improved report security, based on group settings and user type, per report
 - In the Appointments Export csv file, there were two column headers titled 'Status' - the appointment status header has been changed to 'ApptStatus'
 - SAGE Referrals with Roster Annotation enabled will now follow Faculty group permissions (#2588)
 - Staff and Student local account lock button is not shown on new records, it is only shown after record is saved (if preference for local lock is set to allowed)

Fixed
 - Fixed an issue with work visit restrictions not honoring campus / profile time zone (#2542)
 - Fixed an issue where, if the preference to email reports as an attached file is set, some reports were attached with the wrong extension (#2545)
 - Added isSchedDuringClass and isSchedDuringClassID to custom data for Appointments
 - Fixed an issue with save student records and saving custom field data on newly imported records (#2551)
 - Fixed an API linkage between Survey Responses and Students (#2554)
 - Fixed ability to find duplicate students by email (#2560)
 - Fixed the CSV with Groupings/Totals option in the Visits by ?? report (#2574)
 - Fixed an issue with computing the recurring appointments to be sent a cancellation email (when one or more future appointments) (#2584)
 - Fixed an issue with computing the recurring dates for twig functionality (when one or more future appointments) (#2583)
 - Fixed an issue where during KIOSK logout and the validation fails but a survey has caused the continue button to be hidden, reshow the continue button (#2585)
 - Fixed an issue with Concluding an Asynchronous session (#2589)
 - Fixed an issue with custom fields not yet set as 'not for consultant' (#2592)
 - Fixed an issue with local password reset - rejected due to strict comparison (#2595)

<hr> [1.3.13] 2024-06-21
Added
 - Added a group privilege for SysAdmins to ignore required fields
 - Added the new Documents report (in the Management category)
 - Added student user name as an additional field in the Students Visits/Appointments by ?? report (#2512)
 - If the Visits by ?? report is showing a summary view with groupings, total unique students are now included per grouping
 - Added Date Entered to additional fields in the Visits by ?? report (#2515)
 - Added online to custom KIOSK options (#2521)
 - Added the preference option to send a password reset on the student record, or from the login page (#2504)
 - Added student user name as an additional field to show in the Visits by ?? and Student Fields reports (#2527)
 - Added the preference option to allow a staff to request a password reset email from the login page (#2504)
 - Added the SurveyTrac option for an emailed survey link to expire after # days (#2511)
 - Added advanced pref for multiple days on search availability
 - Added print button to search availability
 - Added search avail link twig name override and subtitle
 - Added a new option to the Usage Snapshot report, to show tallies on multiple-checkbox visit custom fields (#2531)
 - Added Sort by Reason to the Log Listing sort options (#2541)
 - Added ability to use barcodes for QRCode Batch Visit logins

Changed
 - Enlarged search availability modal
 - Student BIO Link prompt adjusted visually so the long URL is not displayed

Fixed
 - Fixed an issue with Linked Custom Fields to Centers, not being able to assign it to a particular center (using new interface) (#2509)
 - Fixed an issue with the Reasons menu not being sorted by SortCode in Visit Entry (for Quick Visits) (#2510)
 - Fixed an issue with send emails to Students having an issue when the staff user does not have a valid email address (#2508)
 - Fixed an issue with batch activation and deactivation of Reason specialties in the Profile entry screen
 - Prevent stacked availabilities from being hidden when hide unavailable is checked (#2516)
 - Fixed an issue with prospective student creation on loglist when enter key is pressed (#2523)
 - Fixed sorting on custom field listing (#2520)
 - Fixed issue with quotes in section titles when choosing a section for batch visits and group roster add multiple (#2525)
 - Fixed an issue with radios choices not saving in repeating groups (#2522)
 - Fixed format of message for prevent student booking between times (#2524)
 - Fixed a minor issue with auto choosing a reason on login when multiple choices set but only 1 reason available (#2528)
 - Fixed a few issues with system and profiles prefs not showing the save button automatically when a change is made (#2526)
 - Fixed issue with Resources Listing change field values (#2540)

<hr> [1.3.12] 2024-05-28
Added
 - Added appointment search to most appointment-related reports, and appointment custom fields to grouping options in the Students Visits/Appointments by ?? report
 - Added ability to link Terms and Conditions to Student Lists
 - Added ability to set Custom Views to be the default view or the only view for a table
 - Added ability for students to upload a photo during confirm bio process
 - Added additional checks on Student entry looking for duplicate values in Barcode, ID, Other_ID, and UserName (#2481)
 - Added the option for reports Additional Search to search by Student Other Status
 - Added LastImportedDT field to the Registration Listing nav search (#2480)
 - Added Multi-Data Check for TracFlow task Trigger Conditions
 - Added Log Resource KIOSK option
 - Added arbitrary return dates to resource checkouts
 - Added Resource Image to Log Resource Modal
 - Added custom fields to the Appointments Listing power search (#2478)
 - Added Resource reservations by date functionality
 - Added ability for students to search the resource widget for making reservations for items
 - Added Custom fields to the entry and to searching to the Availabilities and Documents tables
 - Added Custom field searching to Resources listing
 - Added All tables custom fields to be able to be imported
 - Added a new json lookup 'availstaff' for looking up staff that are available during a time period
 - Custom menu fields may now use JSON lookups and twig code to reference the menu items to be displayed
 - Faculty can now see tasks widget and create and assign tasks to their students
 - Added the option to upload documents to surveys (Document Upload is a new question type)
 - Availabilities have a new option called Stacked Availabilities for cases where a consultant needs to be available in multiple centers at the same time
 - Custom Fields may now be grouped together in custom groups.
 - Groups may now have repeating values acting as subforms.

Changed
 - Added more areas where recomputation of the cached Appointment display occurs when appointments are modified
 - Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default and the minimum value for this pref
 - Custom fields have been moved to their own listing - giving more flexibility when working with a larger number of custom fields
 - Appointment listings now honor 'own schedule' group preference, save button honors scheduling restrictions for appointments

Fixed
 - Fixed the sort capability in the label header for Students listing
 - Fixed an issue with 'Search Active Only' not being implemented after searches (#2490)
 - Fixed an issue with dragging upwards to create an availability / appointment block on the schedule (#2491)
 - Fixed issue with consecutive asynchronous appointments not being blocked by consecutive appointment rules (#2492)
 - Fixed an issue with Visit Notes email not using the campus time for email creation (#2494)
 - Fixed an issue with auto-assigned incrementing IDs for new students (#2501)
 - Fixed an issue with sending a password reset code email (#2503)

<hr> [1.3.11] 2024-04-30
Added
 - Added database fields in preparation for allowing SAGE SMS notifications
 - Added the Resources Listing report
 - Added the option to search by profile for the Resource Utilization and Resources Past Due reports
 - You may now double-click on the Reason type in the reason picker chooser to choose it
 - Added Reports Access to group settings to manage reports permissions (full access, limited access (no additional fields and/or custom fields), or no access, per report)
 - Confirm and Reminder emails now have an option to set Reply To as Consultant
 - Added Custom Appointment recurring date options
 - Added visit time totals for the Visits by Faculty and Subject report (the Show Summary Report option includes these totals)
 - Added new group privileges to prevent access to batch visits
 - Added Copy Link as an option for public / admin docs
 - Added the option to show work visit notes in the payroll report (#2446)
 - Added the option to show unattended sessions in the SI Session Listing report
 - Added power search options to the Tasks listing (#2472)
 - Added selection options to the Tasks Listing (#2472)
 - Added more details to the Outstanding Request description in the notifications (#2471)
 - For the Survey Responses report, a new additional field has been added to show Days to Respond (#2473)
 - Added minutes and hours options to max appointment rules regarding number of appointments in # minutes or # hours
 - Adjusted max consecutive appointment rules query (per profile) (#2462)
 - Added batch create for Prospect Requests

Changed
 - The Load more button on search availabilities is colorized to be more noticeable
 - Adjusted the sort order of the Queue Listing (#2466)
 - Appointments with multi-slot booking check each duration to determine if the slot duration is available prior to saving the appointment (#2470)
 - If the Show Inactive Resources option is checked in resource reports, a column will be added to the report to distinguish active from inactive resources
 - Increased the speed of the appointment display on the schedule by pre-computing the display text on appointment save
 - Adjusted top and bottom margins for custom fields used as header titles

Fixed
 - Fixed an issue with resource being checked out until x days before end of semester when x was left blank (assume 0)
 - Fixed an issue with the Send button on mass emails being visible when the subject and content of the email are blank
 - Fixed an issue with Asynchronous appointment status of Missed containing extraneous characters (#2467)
 - Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was not active (#2469)

<hr> [1.3.10] 2024-04-16
Added
 - Added a new Block Type = Meeting and Added the this meeting to populate the calendar URL for staff
 - Added an option for multicheck custom fields to have a maximum number of choices
 - Added the bar chart option to the Average Wait Time report (#2427)
 - Added some additional options to the Usage Snapshot report, for sorting the data and choosing which data set to chart (#2438)
 - Added ability to prevent a staff from logging in to work from off campus if restrictions are imposed (#2436)
 - Added ability to expand the consultant work login to use as a Work KIOSK
 - Added "Learning Specialists" to "Name for Consultants" options (#2444)
 - Added new Prospect Request feature for sending a secure link to a Prospective Student
 - Added +7 days to the default timeline on students and staff
 - Added Availability Blocks to the list of tables that may be accessed
 - Added duplicate staff button to the staff listing for creating new staff records based on existing staff
 - Added send 2nd reminder email to the Profile Email preferences
 - Added ability to set the due date for a checked out resource to be the end of the active term (minus x days)
 - Added Subject Title Faculty as a new display option for courses (#2448)
 - Added 'this semester' to the Attendance Listing (#2453)
 - Added 'Standard View' as an option to navigate to when viewing a Custom View (#2450)
 - Added an option to require consultant on KIOSK Logout of Visit (#2447)
 - Added Visits.CustomData/isLoggedDuringClass for work visits when the Staff is linked to a Student
 - Added new copy file operation to batch for copying a file from admin-doc to ftp
 - Added a group restriction to prevent viewing grades on registration records
 - Added reports implementation of the group restriction to prevent viewing grades
 - Increased the length of the Location and Online URL fields to handle very large URLs (ie Teams)
 - Announcements can now be time-sensitive, DAY (of week) sensitive and Profile dependent
 - Added a new global system pref for allowing appointments to be moved over slots that contain missed appointments
 - Added Resource as an additional location for Custom Fields to appear
 - Added a profile preference to prevent an asynchronous appt message from being composed and appt to be re-opened after the appt is concluded (#2425)
 - Added to SurveyTrac multi-checkbox questions the option of setting max number of choices (#2445)

Changed
 - Changed the display of System Prefs -> Custom Fields. A Location and Profile menu may be used to filter which fields are shown
 - Prevent Availabilities form using Centers or Reasons that a Staff is not linked to (#2439, #2437)
 - Added additional options to the Usage Snapshot Report (#2438)
 - Prevent Custom KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
 - Faculty course list on dash sorts the courses by the active registrations, those with none will appear at bottom in grey text

Fixed
 - Fixed an issue with search availabilities from Roster Referral not working (temporary issue #2422, #2424)
 - Fixed an issue with Q2 'Bump to top of list' choosing a time too early (#2423)
 - Fixed an issue with twig for email address(es) to properly handle line breaks (#2432)
 - Fixed an issue with Show these Registrations from Students listing when the shown is is based on a static list (#2442)
 - Fixed an issue with SI Batch Visit Entry -> Select All not updating the text that displays the number of selected records
 - Fixed the scheduler headers to stay fixed at the top of the page
 - Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
 - Fixed an issue on Modal Search allowing for custom fields to work properly
 - Fixed an issue with duplicating surveys with a question that contains an apostrophe (#2456)

<hr> [1.3.9] 2024-03-14
Added
 - For the SAGE Referrals by ?? report, added the option, when grouping by assigned consultant, to email each consultant their grouped portion of the report (#2372)
 - Added the option in reports to search for 'blankornull' (#2411)
 - Added the new Search Appointment Link feature for allowing students quick access to a search for appointments option
 - Added a new report to the Students category, Visits by Week by Center (#2209)
 - Added new options for text to display when appointment is online or asynchronous (#2416)
 - Added new Resource Management tab to System Preferences

Fixed
 - Fixed an issue where auto-logged-out visits weren't sending any surveys that were set to be initiated by visit conclusion
 - Fixed an issue when sorting visit listings when visit is set to Waiting (#2417)
 - Fixed an issue when the KIOSK login time rounds to nearest x minutes, and immediately logging out might create a negative duration (#2414)
 - Fixed an issue with Moving Appointments and/or searching for Availabilities when only 1 reason to choose (issue was very brief in appearance)
 - Fixed an issue where All Staff blocks that were overridden on a specific day might still block that day (#2418)
 - Fixed an issue in Staff Certifications where sorting by name was not available (#2421)

<hr> [1.3.8] 2024-03-07
Added
 - Allow user to raise Q2 student's hand via Other ID (#2366)
 - Added Section.Title override field to allow sections to override the typical Course.Title
 - Added a View My Schedule button on the scheduler for Consultants to quickly switch back to their own schedule (#2370)
 - Added the Show Summary Report option to the Visits by Faculty and Subject report (#2265)
 - Added an option to the Survey Responses report to sort by consultant or student, besides recipient (#2278)
 - Added additional security recNums tags to all references to q2Config entry pages
 - Added an option to show faculty name/email in the Consultant Specialties by Subject report (#2330)
 - Added a new Manual Badge feature that allows Availabilities to be linked to an Availability Badge (#2376)
 - Added ability for Custom Fields to be sortable in Custom Views (#2382)
 - Added 'semester' button to Search Students modal to quickly fill the dates with current active term dates (#2374)
 - Added an option in the Survey Responses report to automatically send an email to each consultant, containing their portion of the report data (#2380)
 - Added Terms and Conditions to ResourceTypes that may be initialed and then optionally emailed to the Recipient when the Resource is checked out
 - Added a menu option in the faculty listing for sending a survey to the current list of faculty
 - If the system preference is set to mark visits that were logged in during a scheduled class time, the Visits by ?? report can now report on that data, as well as the option to only show those visits (#2392)
 - Added the Average Wait Time report within the Management section (#1266)
 - Added option to add up to 2 custom fields to the Certification listing (#2396)
 - Added ability to prevent duplicate certification types from being created (#2394)
 - Added certification custom fields to the Consultant Certifications report as additional fields to show (#2395)
 - Added hyperlinks to the Asynchronous messages that refer to documents (#2400)
 - Added the Survey Response Rate Comparison report (#2243)
 - Added the option to group by consultant custom fields in the Visits by ?? report (#2401)
 - Added student search fields to the Logins by Hour by Day of Week report, and student and visit search fields to the Attendance by Hour report (#2402)
 - Added 'Save and Close' and 'Save and New' to Resources entry (#2405)
 - Added ability for faculty to create Success Plans if faculty group is given permission
 - Added a new Maximum Appointment rules failure message preference to be displayed to Students Only
 - Added a new table access group preference for giving access to the Appointments listing while controlling access to modifications of appointments

Changed
 - Auto assign TermID to Visits in Quick Visit save visit (#2368)
 - Logging Resources In / Out does not show Inactive items
 - Constrained the Listing pages for Visits, Documents, Referrals, Survey Responses, Appointments, Assigned Success Plans when the user's group has a student list constraint
 - Added same listing constraints for Custom Views for the same tables
 - When duplicating a SurveyTrac survey, the copy is now automatically added to the current user's permission group access (#2379)
 - Favorite Reports Management in global Preferences now has broader owner reassignment, especially for favorites created or duplicated by the logged-in sysadmin (#2173)
 - When Centers are moved from one profile to another, the linked available Reasons are cleared (#2381)
 - Restricting the Visits on the Listing to a Student List now allows work visits not linked to a Student to be shown (#2388)
 - Adjusted the Resources screen to utilize two separate listing windows for Resource Types and Resources
 - Resource listing now has a selection option with associated menu and also a change field values option
 - Students listing has been modified to prevent Faculty from batch assigning Registrations to Students
 - Default search for Attendance Listing and Appointments Listing is now 'month'

Fixed
 - Fixed issue saving Terminate Visits CC Email (#2365)
 - Fixed some of the Find Duplicates fields so they can be expanded after the initial find (#2378)
 - Fixed twig tags for Resource Overdue preview (#2387)
 - Fixed an issue with twig tags not displaying in Visit Duration Warning Message (#2385)
 - Fixed assigning batch certifications after the staff is sorted by center (#2397)
 - Fixed an issue with the Registrations by ?? report, to properly show all registrations when 'Show all registrations' is selected (#2404)
 - Fixed a rare instance of clicking on a Visit in the LogListing causing Q2Config entry to open up (#2410)
 - Fixed an issue with Day Summary on the Schedule not able to allow items to be clickable when Work Visits are shown
 - Fixed an issue with custom fields linked to a center not correctly shown in appointment when 'start on new line' is checked (#2413)
 - Fixed an issue with Center choices not loading when re-opening a custom field linked to a Center (#2412)

<hr> [1.3.7] 2024-01-30
Added
 - Show Subject/Course for all students found in Add Multiple to Class Roster option
 - Added Term Code to sections list when creating a Quick Visit for a student (#2323)
 - Batch assign work plans to Staff (#2327)
 - Added ability to edit the query and query params for a Dynamic List (#2319)
 - Added an option in the SI Comparison report to show standard deviation for mean final GPA comparisons
 - Added an Edit Student button to the Visit Entry page (#2334)
 - Added the option to include consultant custom fields in the Visits/Appointments Export, as well as the option to select student visits only, student and work visits, or work visits only, for the visits export (#2321, #2326)
 - Added the option to search by pay code in the Consultant Additional Detail Listing payroll report (#2349)
 - Added the option to sort by Percentage Completed (high to low, or low to high) in the Success Plans and Work Plans reports (#2346)
 - For the SAGE Referrals by ?? report, showing completed actions now includes dates and notes (#2353)
 - Added ability for Work Plan emails to go out in the mornings (#2354)
 - Added 'Required' option to SAGE Custom Questions

Changed
 - Removed Power Search option from Audit log listing (#2322)
 - Show in person location on popup information for availability
 - Account for Center Specialties when listing subjects for a search availability widget when linked to certain centers (#2318)
 - Deactivated Sections that are linked to an Appointment are now visible in Appointment entry menu choice (#2333)
 - Adjusted the default template for Success Plans (#2336)
 - When the clicking the Appointment.SchedVisitStatusIcon link, the Appointment will be adjusted to attended (#2337)
 - Changed the default for loglisting records to 20
 - Referrals Listing for Admins now honors the Referrals Types group preference (#2362)

Fixed
 - Fixed an issue when attempting to delete a List from Students Listing when the List has an apostrophe in the name (#2325)
 - Fixed an issue where Success Plans were not able to be deleted (#2335)
 - Fixed an issue with Utilization 'This week' search (#2343)
 - Fixed an issue with Faculty being able to view Success Plans in Student entry screen (#2345)
 - Fixed a temporary issue with Custom Views not being able to be loaded due to increased security (#2342, #2345)
 - Fixed a minor issue with Referrals Assigned menu icon not position correctly if zoomed in (#2356)
 - Fixed an issue with CC'ing an address on roster batch send email (#2357)
 - Adjusted the position of the menu that appears when the pencil is clicked in a standard linkfield menu object (#2358)
 - Adjusted the positioning of the Work Buttons on LogListing automatically after the page loads
 - Fixed an issue with Visit Durations allowed to be negative values (#2364)
 - Fixed an issue with using the Move To button to move a student's appointment onto a time where that student has a previously cancelled appointment (#2363)

<hr> [1.3.6] 2024-01-03
Added
 - Added ability to link a Task Trigger Button to specific Group(s) (#2295)
 - Added more optional fields to the User Detail report (#2290)
 - Added sorting options to the Center Schedule report, as well as the option to show the number of appointments per sorting (#2196)
 - Added a report option to Visits by ?? and Students Visits Summary reports to include visit totals by appointment type (Group, 1-on-1, Drop-in) (#2113)
 - Added Watch List indicators to group roster (if Appointment Display preference is checked for the Watch List) (#2308)
 - Added optional Step Start Date (or Days offset) to Success Plan Steps
 - Added the feature to duplicate saved favorite reports (#2104)

Changed
 - Batch visits are now tagged with the REQUEST_ID for auditing purposes (#2297)
 - Visits entry no longer shows Entered date time when the profile does not track waiting time
 - Appointment duration menu choices will be disabled if the time will extend outside the overall availability (#2291)
 - Quick Visits and Workshop visit saving will automatically set the EnteredDT field value to the Time In if no EnteredDT information present (#2302)
 - Automated reports set to use time frame of Last Week, Last 2 Weeks, Next Week, This Week now use the schedule calendar default start day preference for determining the starting day of the week (#2163)

Fixed
 - Fixed an issue with Log Resource button not working for Students with apostrophes in their name on Log Listing (#2299)
 - Fixed an issue with show contact info for students on Appointments not showing when Preferred is not the choice (#2298)
 - Fixed an issue with Manual Track Flows possibly not processing (#2296)
 - Fixed an issue with the Students Visits Center Grid report for showing student pronouns (#2305)
 - Fixed an issue with Chained SuccessPlans

<hr> [1.3.5] 2023-12-06
Added
 - Added Student UserName to SI Batch scan student identifiers (#2247)
 - Added more power to the Profile's Max Appointment rules, allowing multiple search values and the ability to search excluding a value (#2255)
 - Added blank option for Reason and Consultant choices to Custom KIOSKs
 - Added additional sort capabilities to Log Listing (#2267)
 - Added ability to link an inactive section to an old visit record (#2272)
 - Added Work Plans report (#2193)
 - Added ability for Students to Cancel asynchronous appointments (or delete) if within tolerance time
 - Added an additional column to the Workshop Roster displaying the student ID column chosen in Student Entry preferences for which ID to show on drop search (#2279)
 - Added a SurveyTrac option to prevent responses from being submitted after the survey period is over (#2281)
 - Added Student and Consultant satisfaction for Visits as a standard field with group preferences
 - Added new custom field type: Radio Icon Option
 - Added ability to display custom fields in menus with Values different than the displayed title
 - Added new custom field type: Image Menu Field
 - Added Ability to Add Notes to Attended and Selected Visit records form the Class Roster modal (#2286)
 - Added report option for "Students Visits/Appointments by ??" to show deleted appointments, and the option to apply the report date range to the appointment last-modified date (#2282)
 - Added a new option for Students to be auto-registered in a Section based on a List
 - Added the option to display consultant custom fields to the Q2 visits report (#2284)

Changed
 - SAGE Referral buttons are affixed to bottom of window (#2250)
 - Now hide the message on the Q2 Raise hand window saying it's safe to close the window when the location is Q2Remote (#2257)
 - Adjusted the appearance of Currently Logged in Consultants (font size larger) (#2269)
 - Adjusted the display formatting for student list on batch QR Code display (#2274)
 - Adjusted the list of reasons available to a search widget based on the linked centers for the search option widget (#2280)
 - Adjusted the Add Notes to... on the Group Roster to show notes fields for linked profile (#2285)
 - Adjusted the Add to Roster to choose the active registration record when there are multiple registrations for a student similar subject (#2288)
 - Updated Font-Awesome to 6.0, update MUI to latest

Fixed
 - Fixed an issue with sometimes saving a referral causes a blank page to appear (#2249)
 - Fixed an issue with some Listing Names being displayed improperly in the Student List menus (#2253)
 - Fixed an issue with KIOSK QR Code (touchless signin) asking for confirmation of BIO when setting was disabled for KIOSK (#2254)
 - Fixed Error 500 when running Logins by Hour by Day of Week with Additional Searches (#2252)
 - Fixed a temporary issue with inability to create new Staff records (#2245)
 - Fixed the local staff password change success message (#2256)
 - Fixed an issue with quotes in consultant name on Q2 Queue (#2260)
 - Fixed added server level protection against students attempting to book an appointment after the time has expired (#2261)
 - Fixed an issue with Success Plan step computation determining which step is next to complete (#2262)
 - Fixed an issue with appointment saving recalculating the linked overlapping availability (#2258)
 - Fixed an issue with adding multiple students to a group roster (#2270)
 - Fixed an issue with Automated Terminated Visit email not using the preference (#2266)
 - Fixed an issue with hiding a specific appointment status on the Student timeline (#2275)
 - Fixed an issue with survey responses being able to be submitted after a survey is made inactive (#2281)
 - Fixed an issue where the payroll report option of rounding individual visit times first may calculate the wrong total visit time (#2264)
 - Fixed an issue with some reports not including locked group availabilities (#2287)
 - Fixed an issue with the Success Plans report, where it would fail if there were deleted plan steps (#2293)

<hr> [1.3.4] 2023-11-01
Added
 - Added Profile badges for search availabilities
 - The Optional: In-Person vs Online Appointments report now has the option to include asynchronous appointments (#2212)
 - Added a new system preference for hiding the login option from the class roster (#2228)
 - Added a new report, Faculty Student Visits, a faculty-only report showing student visits for sections assigned to the logged-in faculty (#2080)
 - Added the report option to search by student Other ID in Student Search fields for numerous reports (#2206)
 - Added the report option to search by visit reason category in Visit Search fields for numerous reports (#2222)
 - Added the report option to group by "Scheduled by" in the Students Visits/Appointments by ?? report (#2192)
 - Added student missed as a status for Asynchronous appointments
 - Added a new report, Student Fields in the Students category
 - Added Flag Pref text to define flag colors
 - Added search availability widget option to link to arbitrary number of centers

Changed
 - This version finalizes a series of changes and improvements starting with version 1.2 that aimed to enhance performance, reliability, and scalability.
 - Trac Database updated to the latest RDS Aurora 3.04
 - Engine is fully optimized for PHP 8.2 Preloading and JIT
 - PHP Engine tuned for performance and TTFB ("time to first byte")
 - Linux Kernel 6+
 - 15-35% performance improvement per web request
 - 50% more request throughput per server
 - up to 25% faster imports

 - When there's only one reason choice for a Q2 Table, it will be chosen automatically in the raise hand modal
 - Copy the KIOSK Username to the first name field automatically on save (#2227)

Fixed
 - Late cancellation status not using "Status for Missed" preference (#2220)
 - Editing a course list from within another course list causes the added items to be changed to a blank course list (#2218)
 - For the SI Session Listing report, if a visit is connected to an appointment, and the appointment status is then set to Missed, the visit won't be included in the report (#2216)
 - Fixed an issue with All Staff reserved blocks blocking other centers during nightly calc missed (#2225)
 - Fixed an issue with QR Codes for SI Batch visits requiring an enrolled section when no section defined (#2223)
 - Fixed an issue when attempting to add a student to roster, if it fails, it was not showing an error (#2238)
 - Fixed an issue when moving an online appointment from one availability to another, new online location set for appointment (#2240)
 - Appointment move button now appears when the availability is asynchronous-enabled (but the appointment must be online or in-person) (#2251)
 - Fixed a temporary issue with creating new Registration record from Registrations listing (#2244)

<hr> [1.3.3] 2023-10-13
Added
 - Added a new System Preference that allows the system to mark visits that were logged in during a scheduled class time (#2208)
 - Added ability to show watchlist icons on dashboard at the search widgets for those visible to the Appointments (#2213)

Changed
 - Changed default templates for Student / Staff confirmation and Student reminder emails
 - Adjusted student timeline to show only allowed Surveys (#2214)

Fixed
 - When students mark an appointment as Canceled after the grace period, appointment will automatically be marked as Cancel - Missed (#2211)
 - Fixed an issue with Ad Hoc appointments not being able to be saved due to an error saying 'slot already taken' (#2210)
 - Prevent system from logging out a student when visit notes edited from dashboard utilization widget (#2217)
 - Fixed an issue where a batch QR Code might allow a student to log a visit to a section when non-enrolled in that section (#2215)

<hr> [1.2.34] 2023-10-12
Added
 - Added new tracking for students that search for an availability and find 0 results (#2178)
 - Added new functionality, 'Work Plans' which will allow campuses to track consultant work hours for certification / training tracking.
 - Added new functionality for student timeline filtering, added an Emails button (#2186)
 - Added new functionality for max appointment rules, 'with Same Profile' (#2185)
 - Added the count of processed referrals on the SAGE Referral Snapshot report (#2188)
 - Added the currently enrolled status indicator to the Appointments listing as well as a power search field Inactive (#2197)
 - Added a warning when the modality of an appointment is changed from how it was saved as well as a warning profile preference.
 - Added a message to the sections search when no section found in a batch visit entry (#2198)
 - Added Staff Member as a new name for consultants in profile prefs (#2203)
 - Added Recurring Dates tag to Appointment Reminder emails also added Recurring Dates Text to confirmation and reminders (#2200)

Changed
 - Changed the wording of the max appointment rules entry where it references 'All Students' versus 'The Student' (#2175)
 - Adjusted the status assignment for student cancellations of a series of appointments, successive appointment status will be 'CANCELED - DELETED' (#2195)
 - Adjusted the wording for subscribing to a personal calendar via URL to be more generic (removed reference to Outlook)
 - Adjusted Log Listing change visit status dialog to only enable the change status button after the consultants have loaded (#2207)

Fixed
 - Fixed some minor issues in preparation for new Trac Engine release
 - Fixed a potential security issue with document listing being shown on new appointment entry on PHP 8.0+
 - Fixed an issue with Custom Views not being accessible (#2180)
 - Fixed an issue with Saving student data containing only certain custom fields (#2179)
 - Fixed an issue with Q2 QR Codes redirecting to a blank page (#2174)
 - Fixes issue with student cancelling appointment with a reason containing '#' not working (#2182)
 - Fixed an issue with 'yesterday' being chosen in SAFE referrals listing (#2183) (date format issue)
 - Fixed an issue with finding a subject in Quick Visits (#2184)
 - Fixed an issue where Visit Notes may appear when group setting is Hide Notes (#2189)
 - Fixed an issue with SAGE referral additional questions and answers containing quotes (#2190)
 - Fixed an issue with Course List saving and relating to all Faculty, linked to no courses (#2194)
 - Adjusted navSearch options in Attendance Listing to discriminate between isWork for Visits and isWork for Reasons (#2191)
 - Fixed an issue in SurveyTrac's Notify Results Email, to correctly show the name of the survey taker
 - Fixed an issue with utilizing custom searches (#2205)
 - Fixed a message that would diplay about modality changes regarding asynchronous appointments (#2202)
 - Fixed an issue with Terms and Conditions for Students infinitely looping (#2201)
 - Fixed Saving an in-progress work visit caused it to appear in the Log Listing (#2199)

<hr> [1.2.32] 2023-09-26
Added
 - Added an option for Batch QR Codes to auto enter center notes (#2158)
 - Added an option for Batch QR Codes that intersect with existing visit records to auto logout or split the visit (#2159)
 - For SAGE module, SAGE reports can now display referral actions (#2161)
 - Added a profile option to prevent student scanning a QR Code prior to the code being allowed: no sooner than (#2164)

Changed
 - The Move appointment button and dragging appointments will now avoid times where the student is already booked (#2162)

Fixed
 - Fixed an issue with dropin SMS reminders always assuming the dropin location is online (#2160)
 - Fixed some minor availability movement weirdness when the DAYS doesn't match the new date for the availability (#2095)
 - Fixed a SurveyTrac issue where, if a response is connected to a staff and student, make sure to send the response to the recipient based on UID
 - Fixed move button for Appointments shown from the TimeLine (#2171)

<hr> [1.2.31] 2023-09-22
Added
 - Added ability for students to view previously accepted Terms and Conditions (#2121)
 - Added ability to add custom fields to SI Batch Visits (#1219)
 - Added an option to Hide a Center from Center Choices on Work Visit login (#2129)
 - Added ability to add 'with Same Section' to Max Appt Rules (#2133)
 - Added Potential Actions to Referral Types and Completed Actions to Referrals (#2125)
 - Added toggle show/hide capability (with cookie load default value) to the Q2 Help List and Wait List (#2142)
 - Added Reason to Availability blocks on schedule when Reason is assigned to availability (and not subject) (#2134)
 - Added ability to link a student to multiple assigned advisors via a student field with multiple values (#1982)
 - Added Staff.FirstLast to Staff NavQuery and Students.Full_Name2 to Student NavQuery
 - Added ability to hide certain custom fields from the SI Batch Entry
 - Added option to Center Schedule report to show appointment status (#2145)
 - Added student fields, including custom fields, to the Visits by Assigned Advisor and Student report (#2105)
 - Added new option on Watch Lists to enable / disable displaying on KIOSK login / out.

Changed
 - Order of Centers listing has been adjusted on KIOSK log in, they are now sorted by Name (#2131)
 - Adjusted how online optional slots are computed when the only booked appointment in a group is cancelled (#2036)
 - Moved the Assigned Success Plans menu from Other menu to the Other -> Listings... submenu
 - Adjusted Resource checkout for always available items (they were never intended to be returned) as auto returned (#2146)
 - Adjusted the search availability to exclude availabilities for otherwise booked consultants due to appointments in centers other than the one(s) searched (#2143)
 - Adjusted the icon for the Q2 Cancel Table help from the X icon to a trash can icon with more descriptive text in the dialog

Fixed
 - Fixed issue with timezone settings causing display of appointment to show correct time but wrong date (#1911)
 - Fixed an issue with security being too restrictive on QR Code logout with visit notes (#2128)
 - Fixed an issue with TimeLine Documents, clicking on the name would open a blank page (#2130)
 - Student Center Visits was not showing today's visit on 'This Week' search (#2135)
 - Fixed an issue with downloading some appointment documents (#2136)
 - Inactive Success Plans no longer send emails (#2139)
 - Fixed an issue with chosen Section not being shown on Referral Types with Annotated Rosters (#2144)
 - Q2 Setup menu now fixed in place no matter the scroll (#2141)
 - Fixed an issue with appointments overlapping a block for same consultant but in another center (#2153)
 - Fixed an issue with work visits linked to a QR Batch Code showing as null (#2151)
 - Fixed an issue with Search Availability widget linked to some Student dynamic lists not working
 - Fixed an issue with Students with no email address causing announcements to not be drawn on KIOSK for those students
 - For SurveyTrac, surveys directed to tutor/advisor/counselor via 'Display during visit entry' going forward, will show student information related to the visit in reports (#2140)
 - Fixed an issue with possible consecutive appointments prevention not being honored in certain cases (#2155)

<hr> [1.2.30] 2023-09-01
Added
 - Added Group Options for Student Entry Tabs 2 - 5 (#2088)
 - Added option to exclude inactive students on SI Batch Visit entry search (#2087)
 - Added option in Profile Scheduling Prefs to default Max Students value on new availabilities (#2086)
 - Added ability to add multiple students to a group roster (#2081)
 - Choose a date & center on search availability now constrains the center choices ot the search availability widget prefs (#2097)
 - Twig tags are now available in Q2 Instructions email (#2094)
 - Added Receive SMS Alerts field to Step 2 of the Import modal (#2093)
 - Added a Load Default button to many of the standard emails in profile preferences (#2077)
 - Fixed an issue on search availability when choosing the group of services menu reverting to 'All Groups' (#2108)
 - Added preference to Q2 configs to confirm the start of a table visit (#2110)
 - Added ability to specify the record sequence of a test record when previewing appointment emails, etc. (#2111)
 - Added ability for Asynchronous 1 on 1 appointments to be booked
 - Added additional modifier 'same consultant' for preventing consecutive appt booking (#711)
 - Added custom email options for termination and modification emails (#2115)
 - Added Student Confirm Bio and Staff Confirm Bio as Location Options for Custom Automations
 - Added automated emails fo batch assignment of Success Plans from Student listing (#2119)
 - Added ability to adjust a single day of an availability by creating a day block and a new availability (#1541)

Changed
 - The Process Activations button in the Terms preferences is now no longer hidden (#2107)
 - When Appointment record saved with No Status (Upcoming), system will unlink from a potentially linked Visit record (#2114)

Fixed
 - SAGE Referral followup date displays the date of the followup (no time) (#2098)
 - Fixed Saved Searches linked to Custom Views (#2078)
 - Fixed an issue Q2 Instructions email having a missing link to Raise Hand (#2109)
 - Fixed an issue with 'or' clauses and numeric fields in navSearch, you may not provide quotes to prevent a wildcard character from being added to the search criteria (#2106)
 - Fixed issue with charts on students listings not working when the search criteria included Appointments or Registrations (#2099)
 - Fixed an issue with reports that used a dynamic list based on a terms search not working (#2112)
 - Fixed an issue with Unselect All option in Attendance and Registrations listing not working (#2118)
 - Fixed an issue with students not being able to cancel all appointments in a series (#2120)

<hr> [1.2.29] 2023-08-11
Added
 - Added a range slider question type to surveys (#2021)
 - Added a secondary enter your ID label preference for batch visits only (#2038)
 - Added a new system preference for consultant work logout prompt for work notes (##2050)
 - Added menu pickers for Survey to link to Reasons and Subjects (#374)
 - Added option for page inactivity timeouts (#2053)
 - Added Last Month option to Utilization widget (#2058)
 - Added a new twig function to add a custom CC email address to an email (#2056)
 - Added an optional Center field for Terms and Conditions (in addition to the Profile field)
 - Added ability to set the calc missed from date to be the start of the current term automatically (#2066)
 - Added subject search option to Appointments/Visits Utilization report (#2048)
 - Added option in Students Visits Cleanup Data report to only show appointments for the center(s) selected (#2070)
 - Added Navigators to list of consultant types (#2073)
 - Added a Show All button to Change Consultant modal to ignore linked consultants only list (#2074)
 - Added Search by Student ID to Document Listing search (#2075)
 - Added subject search option to Appointments/Availabilities by Hour by Day of Week report (#2068)
 - Added option to show student pronouns on numerous reports as an additional field to show
 - Added an additional search availability widget (6 total)
 - Added ability for search availability widgets to be linked to the modality (in-person, online or asynchronous)
 - Added ability to add multiple students to a group roster (#2081)

Changed
 - Added ability to allow Profile admins to access Success Plans listing when table access prefs privileges granted (#2037)
 - When a group appt with optionally by slot online or in-person is deleted, the time slot preference is recalculated (#2036)
 - Q2 Log Off button that displays after a QR Code scan for students adjusted to Close with a message saying it's safe to close (#2044)
 - Compressed the reasons and recommendations in the Referral Type entry so more items may be shown in a smaller area (#2043)
 - Change wording of prevent students / staff booking consecutive appointments to be inline with actual functionality (#2064)
 - In-Person Availabilities that have not been booked after the time period expires become dropins, adjusted to allow online availabilities act the same (#2067)

Fixed
 - Fixed an issue with server timezone different than center timezone and list of appointments appearing with 24 hour offset from midnight to 1am (#1911)
 - Fixed an issue with blank tiles in KIOSK still being clickable to log a student out (#2047)
 - Fixed an issue with an apostrophe in a Centers name preventing it from being selected as the default choice in an Appointment entry (#2046)
 - Fixed an issue with Availabilities in the future (farther than 25 days) expiring too quickly to a student when the 'No Book Later than' preference is blank (#2045)
 - Fixed an issue with Course list items removal using Subject-Course-Section-Term (#2051)
 - Fixed an issue with Work Visit filter on Staff timeline not sowing work visits (#2049)
 - Fixed an issue with Availability badges being shown for all profiles (#2057)
 - Fixed an issue with UTC+1 or more duplicating first day column on a week schedule in the scheduler (#2059)
 - Fixed an issue where a user's group does not have edit schedule capability for a center, yet the appointment move button was being shown (#2061)
 - Fixed an issue with duration emails exceeding a certain number of minutes still being sent out when option is set to off (#2062)
 - Fixed a typo in the description for the search availability preferences
 - Fixed an issue with single quotes in Referral Type Reasons and Recommendation names (#2071)
 - Adjust sort order on loglisting and queue listing so those waiting longer will appear sooner (#2084)

<hr> [1.2.28] 2023-07-11
Added
 - Added Center Fund to Visits Export (#1975)
 - Added option to show visit details on Success Plans report (#1862)
 - Numerous reports can now search sections by Course List (#1977)
 - Added static QR code as a Custom KIOSK option in profiles
 - Added options to Hide Sage Notes and Additional notes from Faculty only (#1997)
 - Added option to include inactive assigned success plans in the success plan report (#2004)
 - For SurveyTrac, added the survey option to send via 'Email after # of visits during survey period' (#1855)
 - Added options for showing subject and reason while in Q2 Queue Mode (#2022)
 - Added twig sidebars for Welcome Messages in System Preferences (#2019)
 - Added twig tag options for Surveys (#2016)
 - Added preliminary version of TracFlow Automations module for beta testing
 - Survey Snapshot report can now display pie charts, bar charts, or line charts of survey answers (#1859)
 - Added Visit Time Out to Utilization widget (#2032)
 - Usage Snapshot report can now also display bar charts or line charts (#1901)
 - Added Preview button for System Preferences colors (#1813)
 - Added availability expiration message to Appointment Save for students (#1852)
 - Added ability to start and stop an appointment's visit for 1-on-1 appointments from the scheduler (#1726)

Changed
 - Dropin notification reminders will not send to student if the availability has been deleted (#1996)
 - Moved blank option to top of list in places where blank choice is allowed (#1985)
 - Increased the font size of Q2 Login modal (#2006)
 - Removed data form appointment - consultant tab from tml structure (#2017)
 - Quick Visit entry: changed timing of loading consultants menu to after centers loaded (#2011)
 - Added Q2 Config option for playing a sound when a student raises their hand (#2014)
 - Adjusted the formatting of table and staff name on queue listing so table and staff name stay inside their appropriate boxes at larger magnifications (#2014)
 - Postpone computation of courselist specialties if courselist is applied to more than 20 consultants or 20 centers (#2025)
 - Running the Visits/Appointments export manually with more than one year of data runs the export as a job (#2010)
 - Removed redundant 'allow user to manage resources', instead base this on ability to edit Resource Types in table access (#2034)

Fixed
 - Fixed an issue with Success Plan emails not opening from Timeline (#1974)
 - Fixed an issue with dots in Campus Codes
 - Dropin notifications for online availabilities go through the secured URL (#1978)
 - Dropin notifications for online availabilities show time in am/pm format (#1978)
 - Inactive centers hidden from Work Reason chooser (#1980)
 - Fixed change field value on Staff (#1986)
 - Allow public doc URLs to be emailed (#1987)
 - Fixed Show these faculty from registrations listing (#1988)
 - Fixed a method of creating a null visit when a visit has been deleted but a user attempts to make a Q2 request based on the old deleted visit (#1989)
 - Fixed an issue when the appointment online enter session rule doesn't have a value for no start later but does have a value for no start before end of appointment (#1990)
 - Send Visit Duration Notifications will now use the templates in hte profile preferences (#1995)
 - Saving a student list for search availabilities did not work for widgets #3 and #5 (#1999)
 - Fixed an issue with KIOSK QRCodes not working due to static QR Codes change (#2007)
 - Fixed an issue when adding a student with an apostrophe in name to Workshop Roster (#2012)
 - Fixed a refresh issue on Q2 Queue where the list is now updated for every student login or out of the queue center (#2015)
 - Hide Inactive Custom KIOSKs from KIOSK menu listing (#2018)
 - Confirmation notifications on timelines are now clickable (#2020)
 - Fixed and issue with editing System Prefs -> Custom Fields in Chrome browser (#1981)
 - Fixed the display of linked Reasons to Centers when the Reason is available for all Profiles (#2033)
 - Fixed issue with Referral Listing columns not being sortable (#2035)

<hr> [1.2.27] 2023-06-01
Added
 - Added multiple change field value fields to Staff listing (#1967)

<hr> [1.2.26] 2023-05-30
Added
 - Added Asynchronous availabilities for asynchronous appointments
 - Added a Duplicate button on the Success Plan entry and the Step Listing for a Plan (#1928)
 - Added Change field value for Admins to the SAGE Referrals Listing (#1934)
 - For SurveyTrac, preference option in 'Dashboard Charts and Dashboard Surveys' allows hiding the surveys panel from the dashboard if there are no pending surveys
 - For the Resource Utilization report, staff that processed the checkout and return have been added (#1930)
 - Added Email and Staff Sequence optional fields to User Detail report, and Last Access field is now being updated (#1951)
 - Added more optional fields to the User Detail report
 - Added a convert appointment to asynchronous button to the appointment entry for staff only for profiles that allow asynchronous profiles
 - Added change field values to Staff listing (#1967)
 - Added 'Subject CRN' to choices for format to display subject (#1968)
 - Added display subject preference using CRN now also causes CRN to be displayed in sections list in batch visit entry
 - Added Consultant Fund and Center Fund to the Visits by ?? report, for grouping by or as an additional field (#1975)
 - For SurveyTrac, there's a new 'Initiated Via' setting: 'Email after 1st visit per consultant during survey period' (#1857)
 - Added option to show visit details on Success Plans report (#1862)
 - Added reports option to search by Course List on numerous reports (in Additional Search, Registrations Search section) (#1977)

Changed
 - Asynchronous widget will now only appear on dashboard if 1 or more profiles have the preference activated
 - Success Plans for students will not be show on student dashboard if the assigned plan is deactivated or the success plan itself is deactivated (#1931)
 - Dropped the display of the unused document field 'Follow Up By' (#1929)
 - Resource reports allow the option of showing checkout notes
 - Adjusted registrations Assignment Grid view to allow searching for Total Points (#1935)
 - Use "KIOSK Enter ID label" for Ad Hoc QR Code text (#1932)

Fixed
 - Fixed an issue with email templates sometime not being editable (#1924)
 - Fixed an issue with max appointment rules and In Person only appointments (#1920)
 - Fixed sorting of reasons on dashboard to use the sort code (#1955)
 - Fixed an issue with Success Plan Step completed email (#1961)
 - Minor security updates (#1956 - #1960)
 - When booking a recurring appointment check to prevent double booking on future dates (#1964)
 - Fixed a couple typos (#1965, #1966)
 - Fixed duplicating a group from profile causing an invalid search bar to appear (#1969)

<hr> [1.2.25] 2023-05-02
Added
 - Added ability to duplicate courselist items (#1851)
 - Added Next and Previous buttons to Student, Staff, Faculty and several other entry page navigation
 - Added Custom Notes to availability blocks for internal staff documentation about availability issues (#1921)
 - Added "Writing Fellow" to "Name for Consultants" options (#1919)
 - AddedCustomizable text on local login screen (#1914)
 - Added option to allow Custom Kiosks to display consultant login button (#1909)

Changed
 - Surveys Listing Active field is sortable (#1899)
 - Students Visits Cleanup Data report now allows changing the visit or appointment consultant (#1867)
 - Changes to sort order of sections in a course list (#1918)
 - Added a conclude icon to Q2 list of helped (#1917)
 - Resources reports now include staff checkouts, with option to sort by staff (#1910)

Fixed
 - Fixed issue with saving an availability block when no meeting type chosen (#1998)
 - Fixed a log resource issue (#1923)

<hr> [1.2.24] 2023-04-17
Added
 - Added some special student fields to Student import field assignment process (#1882)
 - Added new profile preference for the ability to customize the emails that go out when multiple cancellations / misses cause auto cancellations of appointments
 - Added ability to retrieve the Block - Description as a twig tag in an appointment that was blocked on the schedule
 - Added QR Code to Student Confirm BIO on login when email for student is inaccurate or missing (#1866)

Changed
 - Removed the unneeded global preference 'Display Receive SMS' (uses Group preference for access) (#1878)
 - Moved several profile preferences into a new Advanced Preferences category (#1877)
 - New Availability looks activated
 - Next and previous navigation buttons on scheduler are now disabled while the calendar data is loading (#1887)

Fixed
 - Saving a success plan might duplicate the steps (#1894)
 - Ad hoc appointments will allow you to choose In person or online (#1896)

<hr> [1.2.23] 2023-04-07
Added
 - Added new fields to database to handle built-in asynchronous appointments
 - Prepared new interface elements that will in the future display asynchronous appointments
 - Added Custom Views to Appointment Listing (#1846)
 - Added Section and TermCode to Students -> Attendance Listing (#1843)
 - Added indicator badge to scheduler to indicate In-Person availabilities (versus Online) in preparation for asynchronous availabilities in future
 - Added checkbox options in Consultant Max Hours and Non-Duplicated Appointment Time report whether to include missed appointments in the report, as well as showing appointment subject, reason, and location
 - Search by section schedule Day and Time on Registration listing and Via Student search form
 - Added WatchLists to available twig tags
 - Added new Group Preference called 'hide Is Work' to hide Is Work button from Quick Visit entry
 - Added new Group Preference which prevents 1 on 1's from being displayed as drop in when the scheduling time expires
 - Added new preference to search availability widget to prevent similar availabilities from being stacked
 - Added ability for admins to modify the linked person for a document
 - Added new Profile preference affecting KIOSKs that allows the student to log in to an appointment for a center in the same profile as the KIOSK
 - Added a new preference in Appointment scheduling that prevents a visit from being created when entering an online session
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended and a visit already exists that surrounds the appointment start
 - Added Referrals Listing to the Listings menu and Sorted the Listings by Name
 - Added a new report, Optional: In-Person vs Online Appointments (#1453)
 - Added confirm Bio search to student Listing (#1864)
 - Added Minimum duration option for Visit Steps (#1860)
 - Added Birthdate to the list of confirm Bio Student fields (#1865)
 - Added a new report, Student Search Availabilities (#1222)

Changed
 - Changed: do not show Student Blocked by Time message for Drop In blocks
 - Changed: Visits by ?? report and Visits by Faculty and Subject report now allow Faculty Email as an additional field to show (#1870)

Fixed
 - Fixed saving issue from Success Plan entry via popup (regular entry was working properly) (#1849)
 - Fixed a display issue with Documents Listing (showing inactive when not necessarily inactive) (#1845)
 - Fixed an issue with hide DropIns from student per search availability widget
 - Fixed typo in second selection deletion prompt (#1871)
 - Fixed an issue with saving resources showing a resource no longer checked out (#1874)
 - Fixed a script error issue on KIOSK Choose Consultant options (#1844)

<hr> [1.2.22] 2023-03-23
Added
 - Added Appointments listing to Other->Listings menu (for Admins only)
 - Added TimeLineEvents entry screen so the event may be viewed by Admins or deleted by a SysAdmin (#1814)
 - Added Survey option to auto-resend survey emails for unanswered responses (once) after # days (and optionally, after that, continually resend every # days). Also an option in Survey, Responses tab to exclude responses from being re-sent. (#1109)
 - Added categorization option to the notifications modal and ability to hide a notification from the notification listing (#1815).
 - Added ability for Redrock staff when setting up imports to drag and drop to move or copy import batch items from one batch to another.
 - Adjusted the borders or the roster list of the class roster modal to make it look more like other listings.
 - Added a new SAGE report, Referrals by Student and Appointments/Visits (#1816)
 - Added ability to prevent an appointment reminder/confirmation/missed email from being sent if the email body contains: #ACTION:DO NOT SEND#
 - Added a remember student option on batch visits to allow multi-logging for the same student (#1838)
 - Added a new management report, Consultant Max Hours and Non-Duplicated Appointment Time (#1711)

Changed
 - Slots found on search availability grouped (stacked similar) according to time, date, center, type , location... added online (#1825)
 - Adjusted AdHoc QR Code to work when drop in availability is linked to a course list (#1827)
 - Success Plan entry screens nowshow the name of the success plan in the app bar at the top of the screen (#1831)
 - Success Plan email entry: the pop over editor will not activate the full WYSIWYG editor, but clicking on the line to show the full screen version of the email will invoke the WYSIWYG editor (#1830)
 - Visits/Appointments Export, in the Number of Days to Export field, another option is a range of days, i.e. 14...7 would export from 14 days ago through 7 days ago. (#1738)
 - Staff only sections will not appear on KIOSK login for students (#1836)

Fixed
 - Hide inactive custom questions on KIOSK log in / out (#1820)
 - Hide inactive Q2 Configs on dashboard (#1819)
 - Make Continue button on KIOSK log out keyboard accessible (#1818)
 - Surveys marked for Display on Document Posting was causing dashboard to not load for Students (#1821)
 - Group staff listing does not need the selection menu option at top of list - removed (#1824)
 - Some Resource checkouts weren't being shown on student timeline due to the change that allows staff to now be able to check out a resource (#1826)
 - Fixed word wrapping of checkboxes when the label won't fit in the intended area (#1822)
 - Fixed an issue with search availability widget preference to hide profile option not working (#1829)
 - Fixed issue where certain students migh see a duplicated announcements on dashboard (#1834)
 - Fixed an issue with SAGE notes and additional notes hiding when referral type option checked. Also Custom Questions now says Additional Questions (#1835)

<hr> [1.2.21] 2023-03-09
Added
 - Added ability to change consultant time check mode to bi-weekly (#1768)
 - Added Staff LastFirst and FirstLast fields to power search which allows consultant linking to students (#1784)
 - Added new report Appointments/Availabilities by Hour by Day of Week
 - Added Center and Profile to Outstanding Appointment requests (#1787)
 - Added an option to allow student to choose Other when logging in to a center and there is a prescheduled appointment (#1796)
 - Added new system preference to toggle Student Upload documents to their dashboard
 - Added new option for profile preference regarding choosing a consultant on login: you can now make the consultant required (Yes, No, Yes Required) (#1809)

Changed
 - Adjust time line indicator on scheduler when center chosen and time is not the same as current browser time (#1778)
 - Only Redrock developers may now create a system wide announcement to campuses (thank you Billy).
 - Allow registration custom fields to be viewed in Visits by ??, Students Visits/Appointments by ?? and Usage Snapshot reports (#1781)
 - Registrations by ?? report now allows grouping by Subject/Course/CRN (#1807)
 - Reports using Registrations section of Additional Search now includes searching by registration status (#1802)
 - Availbility slots will use availability preference for multi-slots when accessed via search availability (#1810)

Fixed
 - Fixed an issue with outstanding appt requests - followed up by person (#1782)
 - Fixed a too strict logic issue when determining if a consultant can cancel an appointment from the dashboard (#1785)
 - Fixed 'birthdaytoday' phrase search on student listing to additionally honor 'search active' (#1790)
 - Fixed issue with student name with back tick (`) causes not able to search for an availability (#1792)
 - Fixed surveys sending to tutor/advisor/consultant after student visit, when set with 'Email after visit' and Tutor/Advisor option is checked (#1775)
 - Fixed when staff removed from a center the visit entry will now still show the assigned conultant for older visits (#1795)
 - Fixed a typo for student document upload button (#1803)
 - Fixed an issue with annouuncements not showing on Dashboard (#1801)
 - Fixed an issue with visit with First Available originally chosen auto choosing the first consultant on the list (#1805)
 - Fixed an issue with search availability showing Profile choices to the Student (#1806)

<hr> [1.2.20] 2023-02-27
Added
 - Added new Task report
 - Added Subject and Course as separate additional fields to show on Visits by ?? report
 - Added Watch List indicators to Registrations Listing
 - Added Show these Registrations to Students Listing
 - Added various minor changes to Success Plans (#1773) including auto assign consultant and edit record link
 - Added a notification message if roster appt status could not be changed due to network error (#1780)

Changed
 - Modified student & staff timeline items to show light grey background for Extra Detail items
 - KIOSK Sort code for staff can now also sort the staff on the scheduler (#1746)
 - Added a message to SI batch visits area show the total number of SI Visits created (##1753)
 - When adding a new roster appointment, pre-assigned subject and reason are now displayed in the roster item (#1754)
 - Only user-allowed task types are now shown in task entry and listing (#1759)
 - Added a Notes Required option to profile preference to allow Notes to be required in Visit Entry
 - Added a Cancellation Reason required to system preferemces (#1758)
 - Adjust privileges for Staff that are not Admins: no deletion of selected records, no merging records and no change field value (#1760)
 - Adjusted size of Q2 expander button in Q2 Queue listing

Fixed
 - Special Needs customized title now used for availability entry modal
 - When student is in a timezone different than profile and campus, local time is now being displayed and enter online session button works (#1747)
 - Fixed a typo on dashboard for Referrals (#1748)
 - Fixed an issue with Max Appt Rules that use a week start on Sunday (#1749)
 - Fixed an issue with DST adjustment
 - Filtering scheduler with Location filtering and Hide Unavailable now work together (#1756)
 - Reasons shown to Staff only are now hidden on KIOSK signin (#1770)
 - Fixed weird issue with clicking on watch list name on dashboard (#1771)
 - Fixed a location and online issue when moving appointments from one availability to another (#1769)
 - Fixed a time zone issue with appointment notifications when appointment time is different from campus time (#1779)

<hr> [1.2.19] 2023-02-09
Added
 - Added Recompute time for watch lists in the Preferences (#1717)
 - Allow dragging of twig fields for batch emails (#1716)
 - Added ability to choose selected item from group roster to send visit notes, surveys, and emails
 - Entering term 'birthdaytoday' in student nav search shows students with a birthday today
 - Profiles can now block student appointment booking between two times (ie 10pm and 4am)
 - Added 'Consultant Max Hours' as an additional field to show on the Students Visits/Appointments by ?? report (#1705)
 - Added twig to Survey 'Notify results to emails' setting, so each survey recipient can receive their Notify Results email (#1695)
 - Added Students Visits Center Grid report (#1714)
 - Added option to send quiz to students from group appointment/roster
 - Added survey sent via "Email after 1st visit per subject during survey period" option (#1342)
 - Added links to edit visit records in Students Visits Cleanup report (#1494)
 - Added new cookie for controlling if Extra Detail will be automatically checked (#1742)
 - Watch List students on dashboard now have their associated color indicators next to the title

Changed
 - Prevent Switch to account option from switching to an inactive account (#1718)
 - When editing custom fields of an appointment, show Save button as soon as any key is entered in the custom field (#1721)
 - Added duration check after batch duration amount entered to prevent badly formatted durations (#1723)
 - Custom missed appointment statuses are now honored in student appointment timeline extra detail
 - Work visits do not require subject (overrides profile preference for requiring subjects)
 - Display appointment's local time when browser time does not match center's appointment time (#1737, #1740)
 - Adjusted FTE option to specify students with exactly # / # or more / # or fewer hours/visits for Visits by ?? and Students Visits Summary reports (#1598)
 - Moved Profile Pay Basis settings to general Preferences, Payroll section; added link to Work Types listing (#1679)

Fixed
 - Fixed a typo on Group permissions 'this controls which centers the user...' (#1719)
 - Fixed SAGE Emails were dropped from timeline due to null category, they are back (#1720)
 - Fixed reports query using Students On List option for dynamic lists (#1715)
 - Prevent a quiz from being changed back to a normal survey once a response has been recorded (#1741)
 - Show unique students per grouping if one of the groupings is Student (#1632)
 - Fixed issue with consultant reason specialties selection menu not always loading (#1739)

<hr> [1.2.18] 2023-01-07
Added
 - Custom KIOSKs now can have a course list attached (#1689)
 - Add staff display entry link to day summary dialog for a staff record
 - Added Tip of the week menu and tip of the week notification
 - Added ability for students to filter the Center Visits widget by Center and Subject (#1708)

Changed
 - Changed student timeline so emails related to Visit, Success Plans, Appointments, Resource are grouped accordingly and shown when extra detail is checked

Fixed
 - Printing Student Center Visits from dashboard now prints all pages of the students visits (#1707)

<hr> [1.2.17] 2022-12-26
Added
 - New Module: Student Success Plans (#1677)
 - Added ability to share a course list item with other selected course lists (#1681)
 - Added additional overall attendance chart to student attendance (#1514)
 - Added additional Import process to activate solely based on dates from and to (#1674)
 - Added The ability to set a default 'Override From Address' choice in email prompt (#1675)

Changed
 - Changed wording in Staff Entry of Primary Center to Default Center (#1680)
 - Expand 'User Detail' report functionality (#1460)
 - Q2 Custom Field requirement changes (#1684)

Fixed
 - Custom Fields that are required when displayed on Q2 Raise Hand will now honor required attribute (#1684)
 - When a Course List has no items, recalculation of course list will gneerate a list of no items (#1487, #1683)
 - Fixed a typos in Saved Searches modal (#1685)
 - Allow Registration Listing Custom Fields to be reset to blank value (#1682)
 - Fixed an issue when sending batch emails from student listing, Chrome browser for windows didn't always get the last selection of records (#1582)

<hr> [1.2.16] 2022-12-12
Added
 - A searchable Usage column added to the CourseLIst listing
 - Opacity of Reserved Blocks adjusted so visibility of covered items increased
 - Allow checkouts of resources to Staff (#527)
 - Added Staff Only option for Reasons (#1665)
 - Added Barcode field to batch visit scans (#1672)
 - New import process to activate registrations based on date and withdraw codes only (#1674)

Fixed
 - Resource Check In/Out Button On Log Listing Not Working (#1660)
 - Issue with wild cards in power searches for custom fields (#1659)
 - Unrerve Resource button not showing (#1662)
 - Update staff.studentid field when staff user name is changed in staff record (for linking student to staff) (#1668)
 - Students name not appearing on check out history tab of Resource (#1671)

<hr> [1.2.15] 2022-12-03
Added
 - Added Custom Automation scripts to various specific locations (#1607)
 - Added Terms and Conditions Reponses tab to Terms and Conditions Entry (#1636)
 - Drop down menu support in Custom Views for fields with choices and are editable (#999)
 - Sort Lists alphabetically on report picker (#1640)
 - Added activation deactivation of Lists in Custom List entry (#1641)
 - Lists menu is now searchable
 - Max Appointment rule additional message now allows twig processing (#1646)
 - Added ability to search registrations based on a course list
 - Added Reponses to Terms and Conditions entry with Term and Subject listed (#1651)
 - Added Time Check option for required hours per Month (instead of Week)
 - Added keyboard acessibility to Q2 Table interface (#1634)
 - Added Fund Codes prefs to the Pay Codes area in order to predefine fund codes
 - Add ability to group Lists on the menus by using :: (double colons) to separate group name and menu name

Changed
 - Year is always shown on dates of visits in the attendance listing (#1638)
 - Moved general list options menu choices to top of List menu (#1639)
 - Changed wording of max appt rule display when status searched is blank (#1645)
 - New Availabilities will default to profile preferences for multi-slot times (#1647)
 - Dropped 'View Student Info Tab on Visits' preference, now automatically uses Table Access setting from Group prefs (#1655)

Fixed
 - Fixed a typo on special needs instructions (#1648)
 - Fixed a typos on Search availability instructions (#1653)
 - Fixes an issue with saving blank reason on Availability Badges (#1652)

<hr> [1.2.14] 2022-11-22
Fixed
 - Fixed an issue on swift email attachments for iCal REQUEST vs CANCEL (#1594 again)
 - Fixed an issue with SI Batch scans confirmation message (#1613)
 - Fixed an issue with Batch Scans -> ID and Other ID (#1626)
 - Fixed an issue whith student search when trying to find Active Students WITHOUT an active Registration (#1627)
 - Fixed an issue with Q2 Table Visit straddling midnight (#1624)
 - Fixed issue with Course and Section menu on Workshop entry (#1617)
 - Fixed an issue when printing a survey or quiz with text overlapping (#1625)
 - Fixed an issue with Workshop attendance creating a visit (#1629)
 - Fixed an issue when Chrome language set to Korean, not being able to conclude a Q2 Table Visit (#1633)

Changed
 - Removed Consultant name from Q2 Hand Raised on kiosk and log list fields (#1612)
 - Dropped 'Include Wait Time' preference (not being used) (#1621)
 - Added ability to search by workshop name in workshop listing (#1616)
 - Added pagination to Enroll Students listing in Workshop Listing (#1614)
 - When moving an appointment, dropins no longer appear as an option (#1615)
 - When generating attendance for a section, inactive sections are now hidden (#1631)

Added
 - Added a group preference for preventing password editing of student and staff (#1605)
 - Allow multi-check questions for Quizzes
 - Surveys and Quizzes show on timeline under Surveys
 - Ability to display a Quiz on Assignments tab of Registrations entry
 - Surveys, Staff, Students, Faculty, Visits now show message when a change has been made and user wants to close the page (#1608)
 - Report That Only Shows Availabilities That Are Not Booked (#1537)
 - Added new log list field for showing currently request Q2 subject (#1609)
 - Added QR Code for KIOSKs showing for all profiles (and Work Visit login) (#1610)
 - Added new Twig tag for Document Posted By Name (#1622)
 - Added a cancel button to Terms and Conditions modal (#1628)
 - Added ability to force a custom field to display starting on a new line (#1618)
 - Added ability to enroll a student into a workshop via ID, Other ID and Barcode (#1630)
 - Added Custom Fields to Q2 List and Q2 Raise Hand modal (#144)

<hr> [1.2.13] 2022-11-10
Fixed
 - Prevent confirmation emails for cancelled/deleted appointments when availability is changed
 - Fixed list sorting for several fields on several listings
 - Prevent student double booking on group roster
 - Prevent user from adjusting visit's status changes multiple times in a row (via double and triple click)
 - Marking an appointment as logged in from the dashboard now adjusts the appointment status automatically
 - Fixed an issue with appointment missed status being set to the custom student missed status
 - Fixed an issue with change field value record selection (auto checks against previous search)
 - Fixed an issue with certain reserve blocks being ignored on search availability (#1606)
 - Courselists for centers properly utilized for subject choices on appointment entry
 - Added REQUEST=CANCEL method for email attachment for cancelled appintments (#1594)
 - if appt changed and confirmation already sent, resend confirmation.

Changed
 - Center is required on Quick Visits
 - Adjusted the spacing around the Q2 Raise hand button on log listing
 - Added date checks to availability blocks when adjusting from and to dates
 - Q2 Conclude visit now adjusts to server time for q2 table visits
 - Addjusted iCal appointment attachments to be system timezone independant
 - Allow person to change online or in-person on group when only 1 person enrolled so far

Added
 - Consultant time check now uses a preference that controls how many weeks to display on time check
 - Allow faculty to view 'own visit' on student entry
 - Allow location and subject course to be searched on visit log listing
 - Added a new login to center area on Q2 Queue List
 - Added new preference for controlling how many consecutive appointments allowed
 - Added a grace period for cancelling a newly created appointment without penalty
 - Allow blank as a choices for faculty on section entry
 - Added menu for filtering referral types on dashboard referrals widget
 - Added Process Specialties button to Terms area of system preferences
 - Added new feature to Q2 Configs widget showing hands of students that need help that the current user may help

<hr> [1.2.12] 2022-11-8
Added
 - Added PGP encryption to FTP files uploaded for import

<hr> [1.2.11] 2022-10-27
Fixed
 - Preserve online url for group roster appointments
 - Fixed issue with Q2 hand raised modal not closing
 - Fixed log list refresh for Queue listing

Changed
 - Don't show custom fields to consultant on a KIOSK log in / out
 - Added a preference to hide the number of slots found message on searc availability
 - Prevent certain student fields from being searchable when user can only access brief view of student
 - Make sure a concluded visit has the time in field set
 - Visit entry requires Center, Reason, Subject and Consultant
 - Multiple cancellations and misses now have an adjustable tolerance value for auto-cancelling future appointmenmts
 - Followed up referrals nbow show as entries on timeline
 - Additional security to prevent user from viewing referral when they do not have access to that referral type
 - Allow a previously cancelled student to be added to a roster appointment
 - Show attached fiels on mail queue item

Added
 - Added a confirmation on rosters whena changing an appointment to missed or cancelled
 - Added barcode field to Q2 list search
 - Added a paperclip icon to timeline to indicated attached documents for appointment and vsiit records
 - Added a profile preference to control reminder alarm for iCal attachments

<hr> [1.2.10] 2022-10-17
Fixed
 - Fixed an issue with Group Roster subject not displaying correctly (#1491)
 - Prevent double click on log out of visit when survey is displayed (#1492)
 - Fixed iCal appointment uses profile time zone (#1493)
 - Fixed multiple issues with scheduler on iOS (#1473)
 - Fixed Override and Send option on SAGE referral (#1504)
 - Fixed an issue with work visits in time zones not matching campus time zone (#1507)

Changed
 - Added pagination to the student list for resource checkouts (#1511)

Added
 - Added Q2 Consultant Alias to list of KIOSK fields (#1499)
 - Added a blank subject option in edit visit entry (#1495)
 - Added sent notifications to student timeline (#1508)

<hr> [1.2.9] 2022-10-03
Added
 - Added new ReasonsAndLabels and RecommendaitionsAndLabels tags for SAGE Emails (#1444)
 - New prevent double booking procedure for 2 students clicking to book at the exact same time (#1439)
 - New functionality to allow availability blocks for a single staff to be for all centers
 - Added Consultant Alias to Kiosk Field choices
 - New profile preference for CANCEL - MISSED (#1456)
 - Added batch staff notifications and document uploads
 - Added Export to CSV for staff listing
 - Allow termination of work visits at night (#1462)
 - When cancelling multiple appointments in a row, cancellation 'auto cancel' email will go out to student and consultant including iCal (#1463)
 - Added a preference for batch imports to email campus IT on success (#1476)
 - Added a Terminate Visits Now button to profile entry preferences so profile admin can manually terminate all open visits.
 - Added a Q2 Configuration option for requiring a table when raising hand (#1484)
 - Batch scans that fail now show on scan results (#1483)

Fixed
 - Ability to move availability from one day to another (#1445)
 - Fixed Export to CSV for Assignment Grid (#1447)
 - Fixed an issue with time entry for time between 12:00 am and 12:59 am (#1449)
 - Fixed issue with batch referrals for faculty not working if too many (#1451)
 - Prevent double click on roster log visit (#1452)
 - Fixed require reason for Q2 Hand Raise (#1455)
 - Fixed an issue with search availability not ignoring custom delete statuses
 - Prevent double clicking on batch save referrals (#1461)
 - Nightly missed appointment process uses student missed preference (#1471)
 - Assignment grid sorting - force numeric fields to sort numerically (#1474)
 - Fixed an issue with workshop attendance where the student is not enrolled in the course we are linking the attendance to (#1479)
 - Fixed a display issue for faculty linked to a class that has a badly formatted time for the class schedule (#1482)
 - Fixed an issue with marking a workshop as attended sometimes temporarily showing other students in the workshop roster (#1479)

<hr> [1.2.8] 2022-09-28
Added
 - Added Online as a field option for searching visits (#1429)
 - Added new capability to FTP REMOVE import process, allow remove multiple files (#1433)
 - Added new Q2 Config preference to keep a Q2 Remote center visit logged in and remain on log listing

Fixed
 - Fixed an issue with signature fields negatively interacting with fields near by (#1426)
 - Fixed an issue with wait status change functionality not working with advising centers (#1425)
 - Fixed problem displaying the custom location on batch visits editing (#1428)
 - Fixed an issue with batch emails to Faculty and Staff not using the new check system (#1431)
 - Fixed an issue with Q2Remote table visits not being marked as online (#1432)

<hr> [1.2.7] 2022-09-19
Added
 - New search availability rules and badges
 - New Twig Text item on KIOSKs and Log Listings for customized text with tags
 - New search field on scheduler staff menu (#1397)
 - New Search Avail Query counter for students
 - Added Appt Search items to Student Timeline (extra detail appointment items)
 - Added new permission to groups for allowing view schedule but not edit anything (#1395)
 - Added a print button to student center visits widget (#1393)
 - Student tags side bar to email templates and batch student emails (#1379)
 - Added new system preference for sticky start and sticky duration (#1405)
 - Added color picker for availability badges (#1407)
 - Added to Q2 Feature for showing Q2 Table visits on log listing (#1329)
 - Added ability to choose a requested consultant for a q2 table visit (#1329 also)
 - Added consultant name requested in Q2 Queue. Icon flashes if consultant user is the same consultant as requested
 - Log out a visit now has a confirmation modal (#1413)
 - Wait status not reset when wait status not used when changing the consultant from one staff to another in log listing (#1414)
 - When logging out a visit, if no location present, it will use the consultant's location automatically (#1416)
 - Added a new tag for logging a student in and out of their appointment on the staff main menu (#1368 again)
 - Added Sort Code to Reason entry (#1419)
 - Added Q2 Config option for only choosing consultants that are logged in for visits (#1423)
 - Added additional capability for logging a student into an appointment from consultant main menu (#1368 again)
 - Added Reason Sort Code to Reason entry (#1419)
 - Added a confirmation for signing a student out on KIOSK view (#1413)

Changed
 - Changed title of student cancellation reasons (#1399)
 - Center status widget now filters out work visits (#1388)
 - Adjust phrasing of drop-in reminders 'This is not an appointment' (#1378)
 - When booking a recurring appointment, the system now checks the future subjects for any subject conflicts (#1404)
 - When booking an appointment and required fields fails verification, save button now re-enabled immediately (#1415)
 - An error message will now show when student attempts to raise their hand in a queue center for which they are not currently logged in to (#1376)
 - Changed edit availability button on appointment entry closes appointment (#1418)
 - Changed how choose consultant works in tutoring center - no reset wait time (#1414)
 - When a student attempts to remote sign-in for q2 but hasn't signed in to main center - show an error message (#1376)

Fixed
 - Fixed Work Visits log time, now based on profile's time zone (#1383)
 - Fixed show text email button for SAGE referral testing (#1398)
 - Fixed This Semester Visits not filtering properly for student center visits (#1392)
 - Filter out carriage returns in Starfish export (#1370)
 - Fixed Searching for Active Faculty Incorrectly Displays Inactive Status (#1389)
 - If an availability is longer than your max appt limit, booking an appointment for that time slot causes duration to not match time (#1387)
 - Fixed very poor network conditions and pressing 'Confirm' multiple times sometimes can allow students to book duplicate appointments (#1384)
 - Fixed Students Can Book Two Or More Group Appointments At The Same Time With Different Consultants (#1381)
 - Fixed scrolling issue on appointment entry after the center info dialog shown (#1380)
 - Fixed searching by faculty name on sections listing (#1382)
 - Fixed Students' Center Visits widget - "This Month" seems to show "This Semester" data (#1374)
 - Fixed Batch Visits using wildcard subject could create a visit for an inactive registration (#1408)
 - Fixed an error when saving a favorite Payroll report (#1411)
 - Fixed on issue with QR Code KIOSK logins (#1422)
 - Fixed default sticky drag minutes (#1424)
 - Fixed location on log-in being set for drop-ins (#1416)

<hr> [1.2.6] 2022-09-14
Added
 - Added New process for faculty activations based on registrations active
 - Added more messaging for unsupported file upload doc types, added multiple new document types allowed (#1354)
 - Send auto cancellation email for multiple misses or multiple cancellations (#1361)
 - Added preference to not show avail split warning, no new profile creation unless redrock user (#1363)
 - Added new preference for instructions on how to fill out an unable to find an appointment report
 - Added Power Search option to search faculty by inactive / active (#1372)
 - Added ability to log in and out the students from the group roster
 - Added default appointment view (day or week) for dashboard for either students or consultants

Changed
 - Imports opened up to system admins
 - Logging into to center and out of center allow tabbing to buttons (#1355)
 - Moving appt modifies the appointment schedModBy field now (#1364)

Fixed
 - Fixed Issue with Move to button when Online location is stored in Location field
 - Fixed Don't hide those that have hand raised and are filtered. (#1347)
 - Fixed Work indicator doesn't appear when no log in reasons (#1346)
 - Fixed Prevent double click on avail entry save (#1353)
 - Adjusted TinyMCE to not convert urls (#1351)
 - Update course lists for courses that are linked to availabilities during the process specialties process (#1349)
 - Fixed power searches with custom fields and faculty main menu course list search (#1358, #1359)
 - Drop-in 'enter online session here' link now contains the reason and section (#1360)
 - Do not let cancelled appointments on 1-on-1 slots determine the subject for that block
 - Duration not showing similar start end duration time on appointment (#1362)
 - It's not possible to remove an email attachment after uploading (#1356)
 - Fixed an issue with the student center visits query for this month (#1374)
 - Fixed Max appointment rules for 1-on-1s do not apply to appointments not linked to an availability (#1366)
 - Notifications Do Not Adjust to local browser time zone (#1365)
 - Fixed an issue with move an appointment over another appointment that is not linked to an availability (#1367)

<hr> [1.2.5] 2022-09-07
Added
 - Add Staff fields to custom view for visits (#1333)
 - Added indexed to Appointments RecurID, StartDT, Status (query speed improvement 10x)
 - New preference added for limited consultant choices for logged in to work in same center (#1340)
 - Additional explanation for cancel - missed (#1341)
 - Warn user when saving a visit without an entered date and time
 - Allow sys admins access to temp import directory

Changed
 - Allow barcode as login to the SI QR code
 - Allow QR SI Login using user name

Fixed
 - Latest trac, show small navbar menu at less than 1068 pixels
 - Search availability instructions for option 4 and 5 were not being displayed properly (#1336)
 - Survey apostrophe issue (#1337, #1338)
 - Send email attachments to roster fixed, moving an appointment change online location (#525 again, #1344)
 - Fixed a grammar issue (#1345)

<hr> [1.2.4] 2022-09-02
Added
 - Visit / Appointment export has option to include work visits
 - Added new ability to override SMS address for certain cell users
 - Info logging added to import process, also added new campus functions to override imported data if needed
 - Added a custom message for max appt rules failure

Changed
 - Changed default system requirements for local password number of characters for uppercase and lowercase character requirements
 - Changed interval time for Q2 remote checking for help link (adjusted interval to longer duration)
 - Improvement made to Visit query for finding related registration or section (speed improvement increase by 10 times)
 - Only SysAdmins can lock local accounts
 - Course lists with related course lists no longer editable
 - Removed cancelled and deleted appointments from center status summary
 - Cancelled appointments in a group recurring will be used to determine subject if not other appointment present to determine the group's subject
 - Update trac to use new table collation

Fixed
 - Fixed Q2 Logoff button (not always available)
 - Fixed issue on calendar where sometimes chosen consultant would be forgotten
 - If Hide ID chosen on user's group, don't show ID on student pickers
 - Fixed MaxHours computation in Max Appointment rules for group appointments
 - QR code expiration computation fixed
 - Fixed issue of overlapping work visits
 - Adjustment to appointment save to keep button deactivated until save concluded
 - Prevent spam click on log out of center
 - Minor fix for Students Visit Summary report

<hr> [1.2.3] 2022-08-25
Added
 - Added new special needs to preferences for linking special needs to student lists
 - Added Create Visit on Staff entry (#1294)
 - Added host and process id to database import statuses
 - Added HTML support in Search Availability Instructions (#1304)
 - Added a new system preference to allow students to choose a cancellation reason when cancelling an appointment
 - Added a new system preference for search availability widgets to hide the menu 'First Available or Choose Date and Center''

Changed
 - Updated TinyMCE to 4.9.11, jQuery to 3.6.0, Bootstrap 3.4.1, FontAwesom 5.15
 - Changed method for ViewSchedule centers for group preference controlling access to search avail widget
 - Saving a Quick Visit without a duration will now warn the user
 - Clicking on the wait status will now by default show the consultant's name as the first choice if the user is logged in as a consultant
 - Profile Entry -> Consultants will now show consultants linked to other profiles as italics

Fixed
 - Fixed spelling mistake in "Save And Split Into Separate Availabilities (not typically recommended)" (#1297)
 - Fixed issue when availability is an odd length compared to the increment value (#1300)

<hr> [1.2.2] 2022-08-19
Changed
 - Watch list hide email hide phone group prefs are now honored (#1288)
 - Don't show timeline tab on a new record when tab cookie says to show timeline tab (#1289)

<hr> [1.2.0] 2022-08-19
Changed
 - Removed a duplicated struct update

<hr> [1.1.8] 2022-08-16
Added
 - Added Account lock and unlock interface when using local accounts
 - Added preference to control wording of enter online appointment link (#1279)
 - Added lockout when bad passwords entered multiple times (#955)

Changed
 - Increased size of faculty salutation field
 - There are no upcoming classes / appointments wording changed by dropping the word classes (#1280)
 - Student/Consultant tabs auto disappear in appointment records if no custom fields are available (#1281)
 - Change label of profile prefs, 'CC Center' to 'CC Profile' (1287)

Fixed
 - Fixed log out page for SAML
 - Fixed location choices based on profile for staff entry (#1278)
 - Fixed line breaks in preview for consultant schedule reminder emails (#1230 again)
 - Fixed Save notification upon saving visit notes to coach (#1282)
 - Fixed an issues with new appointments overlapping a block, reject new appointment before saving (#1286)
 - Booking appointment that intersects with previous block should reject the appointment (#1286)

<hr> [1.1.7] 2022-08-15
Changed
 - Search availability widget only displayed if the group is associated with a profile associated with a center listed in viewCenterSchedules group pref
 - Appointment.DisplayTime now has a raw tag included automatically (#1276)

Fixed
 - Fixed issue with reason choice on KIOSK not updating list of consultants for that reason (#1273)
 - Fixed handling uploaded documents with periods in filename (not indicating the extension)
 - Fixed Course Lists showing sections listing when including staff course lists (#1258)

<hr> [1.1.6] 2022-08-04
Added
 - Added ability to control display of prompts on the Search Availability choose Date, Profile and Center modal
 - The ability to group by faculty name in Visits by ?? report (#1242)
 - Added navsearch by student ID to the attendance listing (#1251)
 - Added new group pref for staff viewing work visits (#1243)
 - Added option to show or hide work visits on dashboard utilization (if they have access to work visits) (#1244)
 - Added option to enter Work Visit notes on log out of work session (#1245)
 - Added In-Person label to search availability results when availability is In-Person (#1255)
 - Added option to choose a blank subject in batch visit entry modal (#1257)
 - Added new global preference that turns 1 on 1 availabilities into in person availabilities if the time period for allowing students to book has expired (#32)
 - Added new preference for Q2 Configs to lock the student email address for sending the table help instructions
 - Added a weekly and daily chart of visits to Center Usage widget
 - Added Trainers to consultant names (#1271)
 - Added Accum Hours to Student power search (#1265)
 - Added raw attribute to Appointment.DisplayTime tag (#1276)

Fixed
 - Speed up auto scroll animation in search preferences interface (#1249)
 - Fixed Student log out resource buttons not fully clickable (#569 again)
 - Fix title of Date/Time field in Workshop entry (#1246)
 - Dashboard charts preferences, save button stays visible after clicking (#1248)
 - Change label and display type of custom # choices for login choices (#1250)
 - Fixed opening an entry for a layout that had a previous tab that is no longer existent (#1261)
 - Fixed 'Find first immediately' when default date is other than today (#1259)
 - Fixed Student chart issues and added 'Age' as a grouping field for charts (#1260)
 - Fixed 'enter online session' button not working when local time zone different than server time (#1196)
 - Fixed nav search issue with % wildcard followed by digits (#1263)
 - Fixed problems with periods in filenames (#1271)
 - Fixed Student timeline all since option when student record created is after first visit for that student (#1268)
 - Fixed minor issue with Calendar URL for students not showing (#1264)
 - Fixed scrolling issue after choosing reason category in appointment entry (#1269)
 - Fixed issue with creating new student bringing up blank page (#1272)

<hr> [1.1.5] 2022-07-26
Added
 - Log when students search for availabilities, process after the fact if the appointment was ever booked (#1203)
 - Added a popover title showing the query used for Lists in preferences
 - Added new preference for preserving the original physical location on visits even when marked online
 - Added indicator to the schedule that shows breaks in availabilities (#1201)
 - Added Referral.CreatedDT tag to SAGE tags (#1233)
 - Ability to set the week start day for max appointment rules involving weeks (#1132)

Changed
 - Cleaned up the look of Lookup Values listing, added navQuery fields and power search fields. (#1220)
 - Added Log List refresh back to log listing using the profiles log list refresh settings (#1215)
 - Simplified the code for search avail widgets and added 2 more widget groups for a total of 5 options.
 - Removed ability to use & character in Table names and locations for Q2 Remote (#1227)
 - Showing consultant alias instead of name for consultant center visits (#1229)
 - Added preference to control title of 'All Groups' menu in search availability options (#1232)

Fixed
 - Save and split availabilities with complex fractions of time (#1216)
 - Fixed Previews of emails to show line breaks (#1230)
 - Fixed search availability title on search dialog (#1231)
 - Fixed various issues with Workshops entry (#1235)
 - Changing Appointment Display text to defaults was not showing the Save button (#1237)
 - Fixed name of a search availability widget disappears after you click search (#1238)
 - Fixed scrolling of day summary with large amount of data (#1178)
 - Fixed an Issue with deleting Custom KIOSKs in the Profile Entry (#943 reopened)
 - Removed duplicate power search terms from the nav search menu in Attendance Listing (#1241)
 - Prevent students from booking appointments where date time has already occurred (#1124)

<hr> [1.1.4] 2022-07-20
Added
 - Added ability for faculty to schedule appointments from dashboard when SAGE is active
 - Appointment duration twig tag added (#1195)
 - Added staff sequence searches (#1190)
 - Added Custom Staff and Student Edit BIO button label (#1189)
 - Added Save and split preference and renamed save and split button (#1202)
 - Preference for setting default date option for search availability (#1187)

Changed
 - Group prefs for save own visits now honored by batch QR code visit creation (#1188)
 - Change the verbiage of the single sign in log out for KIOSKs
 - Batch selection delete visits now honors group preference for deleting visits (#1183)
 - When Q2 config name is changed, all names in all Q2tableaccess that uses that Q2 config (#1193)
 - Hide the x on an appointment entry when not inside a modal dialog (#1177)
 - Batch Changing field values for receive text alerts fixed, Custom label for report unable to find appointment, search Visits by full name (#1204) (#1200)
 - Change wording of allow user to view student contact field on schedule (#1206)
 - Don't match fields if already have been assigned any (#1180)
 - Only show save button on profile when contact actually changed
 - Visit entry centers pulldown menu needs to view Centers group preference (#1212)
 - Log listing button labels are now clickable
 - Added local account password rules, allow for lockouts, resetting password honors rules, resetting password unlocks account

Fixed
 - Staff record custom fields were not saving (#1184)
 - Fixed duplicated nav query fields for term sequence in registration listing (#1181)
 - Clicking next day on dashboard schedule was moving a week forward (#1192)
 - When moving imported field from one column to another, need to store the old line as blank (#1175)
 - Logout button on Attendance listing fixed, cannot search resource students on schedule (#1290) (#1207)
 - Changing time zones on profile entry doesn't show save button, allow blank time zone (#1198) (#1197)
 - Fixed an issue with KIOSKs and log listings
 - Q2Remote link on student search availability link not working (#1218)

<hr> [1.1.3] 2022-07-07
Fixed
 - Fixed an issue with Custom Lists
 - Fixed assignment of UUID to staff records

<hr> [1.1.2] 2022-06-24
Changed
 - If the scheduler date is today, the today button is highlighted (#1157)

Fixed
 - Fixed job server issue
 - Fixed students seeing cancellation on dashboard but not seeing other attended appointments (#1154)
 - Fixed issue where optional in/person or online slots could not be hidden by location (#1114)
 - Fixed issue with Q2 Tables with colons, ampersands and backslashes not pre-selecting (#1159)
 - Fixed an issue on search availability not allowing all center choices to be available (#1160)

<hr> [1.1.1] 2022-06-24
Changed
 - Minor formatting change to batch visits section field area (added light gray line) (#1152)

Fixed
 - Fixed QR codes for Q2 Tables default table option now working (#1151)

<hr> [1.1.0] 2022-06-15
Added
 - Implemented some changes to job queue
 - Added ability use a KIOSK as a listing
 - Minor mods to resources listing (search by resource type etc.)
 - Utility entry for visits, show only active consultants in popup (#1141)
 - Allow KIOSK, log listing options menu to be searchable (#1138)
 - Added location filtering on scheduler

Changed
 - Center Stats are sorted by Center Name
 - KIOSKs menu sorted alphabetically (#1147)

Fixed
 - Fixed consultant alias on notifications (#11463)
 - Fixed issue to allow students to save an appointment for a time where it was previously canceled (#1145)
 - Fixed student BIO condition problem (#1146)
 - Fixed find by values using a custom field (#1149)

<hr> [1.1.18] 2022-06-08
Added
 - New option in referral type for hiding non-enrolled subjects when choosing a subject for the referral
 - Inactive sections on referral are marked as Inactive

Changed
 - Adjust the wording of the KIOSK Log out message
 - Allow log listings to have a specified number of persons listed (#1130)

Fixed
 - Fixed issue with Saved Searches for groups searches not appearing (#1119)
 - Fixed issue with re-sending emails (#1134)
 - Fixed issue for Faculty only for hide reasons and recommendations

<hr> [1.0.17] 2022-05-31
Added
 - Added An 'Auto Alias' feature (#1094)
 - Added NULL value searching to power searches (and 'blankornull') (#1095)
 - Added An 'Ignore Consultant Section Specialties' option for Reasons (#1106)
 - Added default search fields to the Surveys Listing (#1111)
 - Added button to force send Reminder Emails, Missed Appointment Emails, Consultant Summary Emails (##899)

Fixed
 - Fixed Custom Registration Fields not showing up in 'Registrations by ??' report (#1093)
 - Fixed Staff.OtherID doesn't sync with linked student account (#1096)
 - Fixed 'View Listing (No Edit)' still allowing edits on certain records (#1097)
 - Fixed Sage referrals Hide from Faculty options hide information from all user levels (#1099)
 - Fixed Log listing Outstanding Resources not showing on log listing (#1103)
 - Fixed 'Log Listing/Kiosk for Profile' doesn't display centers if those centers have been recently saved (#1104)
 - Fixed Using email templates does not include attachments for the template (#1115)

<hr> [1.0.16] 2022-05-26
Fixed
 - Fixed Max Appt Rule date ranges are used even if the box is unchecked (#1088)
 - Fixed not possible to edit certain favorite reports (#1089)
 - Fixed Typing a space in a new SAGE referral email subject causes it to immediately save (#1090)
 - Fixed Using the 'Override and Resend Referral Email' option in SAGE always sends every email, regardless of which option is chosen (#1091)
 - Fixed When submitting a roster referral from student listing, changing the roster course doesn't affect the student list (#1092)

<hr> [1.0.15] 2022-05-19
Fixed
 - Fixed After performing a search on a center-specific Log Listing, the next student login/logout displays all centers as available options (#1087)

<hr> [1.0.14] 2022-05-12
Added
 - Added work visits as an option to show on day summary and schedule (view own or all added as a group pref) (#1054)
 - Added photo rotation to student and staff records.
 - Added new functionality where a group online availability's online to in-person is determined by the first booked appt
 - Added Copy Sequences and Copy IDs to allow clicking to open IDs and Sequences in a new download window.
 - Added new menu command Search by Enrollment allowing users to search by enrolled or non-enrolled in the various terms
 - Added TimeOut to Payroll report (#1033)
 - Added new Group Table Access settings: Edit (No Listing) and View Entry (No Listing)

Changed
 - Consultants can't update their own course list without table access to course lists (#1057)
 - 'Document' tab still appears in Appointment Entry, even if students don't have the ability to upload documents (#1067)
 - Centers set to 'Hide on Log / KIOSK Listing Menu' are still displayed when logging into a Profile Kiosk/Log Listing (#1068)
 - Make Assignment Comments possible to edit from the Assignment Grid view (#1064)
 - A Term with the Term Code = '0' will automatically be updated with the earliest 'from' and latest 'to' date of all active terms whenever a term is modified.

Fixed
 - Time check for the semester totals (#1061)
 - If a consultant who isn't assigned to a Course Lists edits their Course List through Confirm Bio, a new list will be created every time (#1059)
 - Multi-group option - Same Section - Does not work. (#1062)
 - Consultant Time Check doesn't follow 'Week Starts on' setting in profile (#1066)
 - 'Q2Remote' doesn't appear as a Location choice if placed in 'Default Online Options' (#1065)

<hr> [1.0.13] 2022-05-04
Added
 - Added 'semester' option to student center visits widget (#1016)
 - Added 'Time From' and 'Time To' for announcements (#1021)
 - Added point total to student time check (#1017)
 - Search by User Name for quick visit entry (#1023)
 - Added 'Proceed to SSO' option when switching to dashboard from kiosk (#1015)
 - Added Visit Notes to Visits Listing 'Change Field Values' utility (#1034)
 - Added option to return to queue for Q2 Remote (#1030)
 - Added OtherID field to Staff BIO update from Student import (#1052)
 - Added ability to use username for student raising their hand in Q2 Remote (#1049)
 - Added ability to search student by terms and conditions accepted (#1047)
 - Added group preference that prevents mass emails from being sent from Student Listing (#1051)

Changed
 - KIOSK Log out does not show a login option for a center the student is already logged in to (#1018)
 - Removed an additional click when logging out a KIOSK (#962)
 - Ignore consultant specialties for this center (i.e. Writing Center) now doesn't filter subjects on appointment creation (#1028)
 - Double-clicking Profile Reason Checkbox assigns the same Reason to a center multiple times (#1035)
 - Search availability widget now constrains the subjects list according to the center specialties of the linked profiles (#1045)

Fixed
 - Move user to group had issues (#1022)
 - Creating a block for a single center was marking all center appointments as cancelled (#1024)
 - Fixed Import process not importing students with apostrophe character in their name (#1007)
 - Fixed interacting with an Upcoming Appointment prevents you from clicking on Availabilities until a refresh (#1026)
 - Fixed Missed appointment emails no longer sending automatically (#1029)
 - Fixed Locking a group availability does not prevent students from booking (#1032)
 - FIxed SAGE Custom Question order is not reflected when submitting the referral (#1027)
 - Fixed Q2 Remote Student still sees their hand as raised even after their visit has been concluded (#1031)
 - Fixed uploading attachments to email template (#1037)
 - Fixed issue with locking course lists to consultants (#1038)
 - Fixed issue with clicking on appointment record from student timeline (#1036)
 - Fixed issue with searching Profile Reasons when reason or category has a space (#1048)
 - Fixed various typos (#1046)
 - Fixed issues with search student before searching resources on resource log out (##1053, #1050)

<hr> [1.0.12] 2022-04-28
Added
 - Added delete button to resource type entry (#1002)
 - Added Re-Send button to email (#978)
 - Added ability to search by student user name for schedule an appointment (#1010)
 - Added ability to log search availability group to a student list (#1011)
 - Added option to hide consultant time check on dashboard (#1012)

Changed
 - Selecting to activate the local accounts setting will no longer deactivate the SSO setting (#998)
 - Profiles listing is sorted alphabetically by default (#1008)
 - Availability entry day toggles changed to system color (#1009)
 - When group assigned to all profiles, now allowed edit to groups assigned to specific profiles (#1013)

Fixed
 - Fixed a typo on time check (#1000)
 - Fixed work visits for consultants - no need to notify consultant that visit has started (#1003)
 - Fixed online session is available notification from being shown for non-online appointments (#1001)
 - Fixed a cosmetic issue with schedule options popover being selected when an appointment modal is shown (#1004)

<hr> [1.0.11] 2022-04-13
Added
 - Added preference for handling students in waitlist when termination process executes (#954)
 - Added an option to add Location to Log List and KIOSK (#981)
 - Added an option to View Student record from Staff Record entry (#982)
 - Added ability to use Custom Views for Staff listings (#979)
 - Added preference to hide certain centers from Log Listing and KIOSK listing menu (#983)
 - Added master lock to system preferences to lock consultant from editing course lists (#980)
 - Added a recalc grades process for batch import scripts (#988)
 - Added ability to lock course lists from staff editing as a global setting (#980)
 - Added an option to hide a center from the log listing center choices menu in attendance listing (#983)

Changed
 - Allow keyboard selection of New Document button on appointments (#957)
 - Student picker on Quick Visit entry is paginated (#876)
 - Person picker on Task entry is paginated (#963)
 - Removed extra click on log out of other center (#962)
 - Click the term activation toggle changes activation immediately (#972)
 - Prevent student from changing any field on task except completed and notes (#968)
 - Allow log in to scheduled appointment, only show appointments within next 45 minutes (#975)
 - Hide SMS options from profile email options if TextAlert module not active (#976)
 - Removed unused preference 'condition code and flag text' (#977)
 - Adjustments to profile notifications displays an indicator that save is needed (#994)
 - Adjusted search availability results to show both online and in-person location when optional online availability (#995)
 - Adjusted all modals for better accessibility (#987, #986)

Fixed
 - Fixed issue with Staff Task creation (#949)
 - Fixed issue with Custom Fields on Log out (#953, #966)
 - Fixed save document type issue (#960)
 - Minor fixes to Notification types clicking (#959)
 - Search availability on linked to Profiles issue (#967)
 - Fixed an issue on clicking remove for availability blocks (#964)
 - Fixed an issue for preventing consecutive student / consultant appointments back-to-back (#970)
 - Send missed email computes all previous missed including current missed now (#965)
 - For Terms and Conditions, when only initials field displayed, pressing enter had an issue (#973)
 - Fixed menu for show activated for staff reason specialties (#974)
 - Fixed SAGE referral's linked list (#989)
 - Fixed when changing staff contact to profile, save button now appears automatically (#991)
 - Fixed typo 'independent' in registration entry (#992)

<hr> [1.0.10] 2022-03-31
Added
 - Added preview for Staff BIO (#917)
 - Added system preference to change term of Group, 1 on 1, and Drop In on search availability
 - Surveys can now differentiate between online and in person visits (#833)
 - Searching staff listing can include group name in criteria (#930)
 - Details button to staff time check (#931)

Changed
 - Welcome messages use WYSIWYG interface (#921)
 - Added preference to profile to require consultant on batch visits (#919)
 - Changed referral follow up date on sage listing on dashboard (#924)
 - Increased ttl for import job time
 - Batch Visits previous attended list of students show full name with middle initial (#928)
 - Added Student ID back to search students on Quick Visits (#933)

Fixed
 - Fixed ability for phones to upload documents (#897)
 - Fixed potential issue with generated links and campus code (#895)
 - Fixed Hide Reasons and Recommendations from Faculty on Full View of Referrals (#935)

<hr> [1.0.9] 2022-03-21
Added
 - Added ability for staff to see students currently logged in to an SI Batch QR Code
 - Added ability to send a group email to all visited students for an SI Batch QR Code
 - Added ability to adjust Term Code sequence
 - Added computation of Student Last Date In for Attended appointments
 - Added Ad Hoc QR Code for In Person Drop-in to scheduler
 - Added new menu to Students Listing to allow copy sequences and ID to clipboard
 - Full caching adding to import procedures
 - Added activate registrations by term button to system prefs

Changed
 - Resource Types and Resources listing modified with new Resource Type editing capabilities.
 - Changed label for Staff Reason Quit / Terminated (#914)
 - Cancelled appt show as dimmed always on schedule (#910)
 - Merge records can identify up to 5 fields (used to be 4)
 - New Ad hoc appointments can now be set to online (#916)
 - Do not allow browser to resubmit appointment save from student (#903)
 - Allow custom locations on batch visits (#918)

Fixed
 - Fixed last date in field for students when batch visits created (#901)
 - Consultant can no longer have two work visits at same time

<hr> [1.0.8] 2022-03-08
Added
 - Added ability to remove multi slot times from the availability (#844)
 - Added Process Specialties for Course List items to batch operations options (#847)
 - Added system pref for calendar start time and duration (#856)
 - Added new Student Action menu to Register student in a course (#849)
 - SurveyTrac Instructions can now have HTML text (#848)
 - Added Confirmation email for Resource checkouts (#859)
 - Added Checkouts options to Student search modal (#860)
 - Added ability to limit who can check out a resource via a master block list and individual allow list for each resource type

Changed
 - Group roster now updates when an appointment in roster is updated (#852)
 - Mark all attended now only marks the appointments with No Status as Attended, skipping Cancels and Misses (#850)
 - Student searching for quick visits and batch visits now limits the student list results to 30 records at a time (#876)
 - Removed Required field for Section ID in batch visits (#875)
 - Removed some field choices for Student Listing -> Create Chart (#863)
 - Increased length of custom question's answer size (#868)
 - Time format of Batch Visit entry changed to am/pm (#864)

Fixed
 - Roster mark all attended can now be used repeatedly (#851)
 - Register In from Student listing worked but displayed an error (#855)
 - Student signin via QR code, Time Check data was too large for portrait orientation, time check reformatted to display properly (#854)
 - Printing a Time check from KIOSK would display extraneous information, that information has been removed (#853)
 - Fixed an issue with QR SI codes not working (#877)
 - Added additional security to student document downloads (#878)
 - Prevent student from clicking on center visit lines (#879)
 - Fixed report Registrations by ?? when student id added (#872)
 - Prevent same student from being added to group roster multiple times (#867)
 - Fixed issue with search availability instructions not being shown (#869)
 - Fixed 'Batch Visit > Batch Scan' - If an incorrect ID is entered, no visits are created for anyone in the list (#885)
 - Fixed Multi-Person Availability Locks apply to all availabilities in the series, not possible to unlock any but the first (#884)
 - Quick and Batch Visit duration not counting towards Registration Total Visit Time (#883)
 - 'Section' field no longer appears when creating Quick Visits, only appears after saving (#882)
 - 'The location for this appointment is here' text allows students to join an online session before booking the appointment (#881)
 - 'Send notes' button on visit entry not displaying consistently (#886)
 - 'Preview' button doesn't work for Resource Emails (#888)
 - SurveyTrac 'Link to Centers' list displays inactive subcenters as options (#892)

<hr> [1.0.7] 2022-03-03
Added
 - Added Visit notes field to be shown on new record entry (#806)
 - Added visit information to survey responses report (#790)
 - Added isTerminated to Visits By report (#812)
 - Added ability to open up Visit and Appointment records from Staff timeline (#822)
 - Added Center Info Preview button to center entry (#820)
 - Added Consultant payroll Time Check button to dashboard of consultants (#817)
 - Added additional options for Status charts (#404)
 - Added ability to send batch emails to Staff and Faculty (#232)
 - Added ability to enter Follow Up notes to Outstanding Appointment Requests (#832)
 - Added ability to add Consultant and Wait Status to KIOSK listing and prevent student from clicking to change (#842)
 - Added ability to lock a group availability's time slot from further booking by student via search availability (#811)

Changed
 - Allow set work type group disposition to '1+' (#801)
 - Increase character length of Location field (#821)
 - Document Types that are not usable for students are now hidden on new document entry (#836)

Fixed
 - Fixed issue where certain fields were being shown even if preference for those fields to be hidden was selected (#799, #800)
 - Fixed an issue with search availability not loading results when dynamic lists utilized data from SAGE referrals (#802)
 - Fixed an issue with Schedule and Appointment widget showing reasons from another profile grouping (#803)
 - Fixed group roster email attachments issue (#805)
 - Fixed wording of 'Drop-in Appointment' to 'Drop-in Availability' (#786)
 - Fixed various lists sort by column (#808)
 - Fixed additional wording of drop in availabilities (#810)
 - Fixed title of the Send Visit notes button for individual visits (#809)
 - Fixed watch list indicators issue for a malformed query (#813)
 - Fixed 'Last Month' for navSearch on Visit Listing (#819)
 - Fixed an invisible reserve block on schedule (#829)
 - Fixed deactivations for Student in List not automatically running (#831)
 - Fixed an issue where Sending an Email to a single student had problems (#834)

<hr> [1.0.6] 2022-02-18
Added
 - Added Other_ID and Other_ID2 fields added to Student SAML login options
 - Added per tutor MaxHours field
 - Added new tag called 'Auto Cancelled' (#795)
 - Added subject identifier in group rosters when same subject/instructor/section chosen (#426)
 - MaxHours field to staff record and a MaxHours tag to the max appointment rules functionality (#785)
-
Changed
 - Changed: enter online session button is hidden when clicked
 - Missed appointment email process only changes student status to Student Missed

Fixed
 - Fixed work button content from wrapping
 - Fixed location of appointment not overridden when opened
 - Fixed New Student visit summary report (#776)
 - Fixed Outstanding Appointment request report (#787)
 - Fixed Drop-in Availability wording
 - Fixed an issue regarding scheduling appointment problems with clicking on the availability time on the schedule (#789)
 - Fixed automated emails adding extra lines breaks (#791)
 - Prevent student from entering online session early (#794)
 - Fixed issue preventing certain user from being able to select a student from the search student prompt (#793)
 - Fixed an issue with appointments Visit Utilization report (#782)
 - Fixed an issue with display of upcoming appointments on dashboard (#797)
 - Fixed an issue with certain users unable to open group roster on scheduler (#798)

<hr> [1.0.5] 2022-02-09
Added
 - Added student ID to sort for Students by report (#752)
 - Added ability to attach an upload document to a Visit record (#739)
 - Added ability to create a Quick Visit from the Student Record (#740)
 - Added ability to specify the online versus in-person location of availability (#438)
 - Added ability to hide certain sections from Student course list options (#770)
 - Added ability to search registrations by sequence in assignment grid (#764)
 - Added Multi-part consultant group appointment reminder prefs
 - Added ability for SysAdmin to lock a CourseList
 - Added ability for Staff to opt out of SMS messages.
 - Added ability to resend survey to students (#783)

Changed
 - Change wording of 'Online Optional' to 'Online or In-Person' (#756)
 - Center status on dashboard no longer displays inactive centers (#753)
 - Staff reasons no longer display inactive reasons (#751)
 - Changed wording of Log in button to Log In / Out on KIOSK (#746)
 - Changed format of visit duration to xh Ym instead of 0:00 (#741)
 - Overridden ID format applied to all reports (#738)
 - Prevent utilization editing visit from opening more than 1 visit popup at a time (#772)
 - Changed look of processed checkbox on listing for outstanding requests (#769)
 - Hide Sign up for SMS Reminder button when school does not have Text Alerts module (#762)
 - Appointments from other centers now display for scheduler when showing all staff (#780)

Fixed
 - Overriding Student ID fixed (#738)
 - Fixed an issue with import header protection when schools send extra characters prior to first quote (#754)
 - Fixed find student button for ad hoc appointment creation (#755)
 - Fixed a whiteboard send image issue with some browser (#398)
 - Fixed issue with appointment duration when profile preference duration increments is 00:00 (#744)
 - Fixed issue with Previous Visits tab on Visit entry, honors consultant security settings (#748)
 - Fixed issue with SAGE triggers and certain emails (#749)
 - Fixed issue with double clicking the join session button creating multiple visits (#750)
 - Fixed issue with deactivated custom fields still showing in visit entry (#743)
 - Fixed issue with editing visit link not working on page 2 of the utilization (#745)
 - SI Comparison report - Percentages not adding up correctly (#747)
 - Fixed permissions issue with booking appointments by staff on group availability (#742)
 - Fixed export of grade assignments to CSV from registrations listing (#767)
 - Fixed selecting a section on Quick Visit when section title contains apostrophe (#771)
 - Fixed issue with certain visits not computed in total visits shown for registration (#765)
 - Fixed issues with recurring appointments being block when block is for all center or all staff (#766)
 - Fixed sort options for outstanding appointment requests (#768)
 - Fixed an issue with Terms and Conditions acceptance when Staff is seeing conditions for a student (#763)
 - Fixed navigation bar display for faulty entry (#775)
 - Selecting consultant on KIOSK login rechecks whether continue button should be enabled (#779)
 - Delay for KIOSK welcome message is reset when the KIOSK modal is closed (#781)
 - Fixed an issue in SI comparison report (#747)

<hr> [1.0.4] 2022-02-01

Added
 - Drag and drop student photo files now convert file names from old format to new.
 - Added preference to control display of numeric ID of student on student listing and entry and in search list
 - Added Students currently being seen to center status area of dashboard
 - Added new functionality during SAGE Email processing to assign referral to a consultant
 - Added availabilities for other centers will now appear on schedule for all persons in a center
 - Added last modified by and scheduled by to bottom of appointment display (#728)
 - Preference to allow future appointments to be auto cancelled is student cancels 2 consecutive appointments
 - Added ability to send visit notes from the Group appointment roster

Fixed
 - Fixed issue with confirm student bio not showing on dashboard for some students (#724)
 - Fixed issue with Quick Visits not showing in utilization tab if no Entered Date Time (#732)
 - Fixed issue with some reserved time blocks not appearing on schedule for all persons in a center (#731)
 - Fixed students unable to upload a document to an appointment (#719)
 - Fixed a display issue with attendance listing in student entry not display until a search is performed (#726)
 - Hide reasons and recommendations from faculty on a roster referral now works (#722)

Changed
 - Changed the display of lists assigned in student entry with searchable option (#706)
 - When SAGE recipient removed, automated emails will display the recipient with a line through (#721)
 - Notifications for outstanding appointment requests now can be shown to any group with privileges (#730)

<hr> [1.0.3] 2022-01-27

Added
 - Added Visit Notes to attendance listing in student entry.
 - Added Send Quiz option for Surveys
 - Added Lab Staff as another Consultant descriptor (#700)
 - Payroll summary export now contains work reasons
 - Added ability to mute notification bell sounds (#710)
 - Upcoming group appointments are shown as a single item on consultant dashboard
 - Added Staff.FirstLast name search to Visit search (#712)

Fixed
 - Change student status to missed in group roster will now send missed appointment email (#703)
 - Only show active sections on registrations entry (#709)

<hr> [1.0.2] 2022-01-24

Fixed
 - Fixed issue when custom missed status was not being used to calculate 2 consecutive missed appointments. (#696)
 - Fixed Reasons sort order on Search Availability reasons menu (#694)
 - Fixed issue with editing groups not showing profile menu for certain user groups
 - Fixed Registration activation for certain conditions when registration record not imported

Added
 - Special Needs added to reports for Appointments
 - Added ability to link a max appointment rule to student on (or not on) a particular list
 - Added display of time when hand was raised to the Q2 Queue (#689)
 - Dashboard for Consultants now has week and day view for appointments
 - Resources listing now uses barcode for searching in nav search field.
 - Added ability to specify section, with wildcard, when adding an item to a course list.
 - Added Semester Dates to Time Line choices for time period.

Changed
 - Change Field Value for Visits / Appointments: other fields adjusted automatically when duration adjusted (#693)
 - SysAdmins now see outstanding appointment requests as notifications items (#678)
 - Adjusted the time display on dashboard visits to show 1h 23m format.
 - Quick Visits Date Entered is no longer required

<hr> [1.0.1] 2022-01-21

Added
 - Consultant main menu shows appointment view options for Day, Week, and List
 - Updating Duration field will now auto update the End Time (for Visits Change field Value) (#693)
 - Show Accommodations in Reports (#423)
 - Outstanding Appointment Requests will notify SysAdmins (#678)
 - Max Appointment Rules now have the ability to link to Lists (#686)
 - Added start time for hand raised in Q2 list (#689)

Fixed
 - Schedule reserved blocks now shown properly on Center Schedule report (#685)
 - Work Visits do not require a student when saving on entry screen (#682)
 - Work Visits Reasons are now scrollable in the work visit menu.
 - Adjusted the entry screen to hide the save button for those without access via the table access preference.

<hr> [1.0.0] 2022-01-15

Changed
 - Code running on AWS

<hr> [0.11.9] 2022-01-13

Added
 - Create batch Work Visits from the Staff listing
 - New preference to Hide Drop In availabilities from Students
 - Upload URL as document record

<hr> [0.11.8] 2022-01-06

Added
 - KIOSK Name search allows for Middle Initial and displays middle initial in results
 - drop-ins allow student to receive an SMS reminder (#661)
 - Ability to add an import process to deactivate students not imported (#658)
 - Search avail widget title pref now used in search dialog title as well (#662)

Changed
 - Roster send emails to All send to all except cancelled appointments (#652)
 - Twig tag Appointment.isCancelled now ignores missed and added new tag isMissed (#657)

Fixed
 - Keep multi-check custom fields from wrapping between checkbox and label (#656)
 - Changing status of appointments to custom missed status was not sending missed email (#655)
 - Fixed issue with dynamic list using related data not showing page entry (#659)
 - Do not auto choose Student ID field for import field matching (#660)

<hr> [0.11.7] 2021-12-28

Added
 - Potential assignments is now a selectable menu
 - Recompute Specialties runs as a job behind the scenes (#646)
 - Appointment reasons now allows for grouped reasons (#643)
 - Added more preferences for title text for Schedule and Appointment widget (#650)

Fixed
 - Minor bug fixes (#649)
 - Availabilities for a staff is based on linkages to centers and the current user's privileges (#631)
 - Search availability choosing student no longer shows inactive students (#648)
 - Fixed issue for reason required to be chosen on schedule an appointment (#651)

<hr> [0.11.6] 2021-12-21

Added
 - Added Queue view to KIOSKs and Log Listings
 - Added minimum visit time in grade calculations
 - Added twig rendering to Confirm BIO text
 - Added center filtering to centers menu on the scheduler and sorted the centers

Fixed
 - Sections listing on Quick Visits
 - Fixed sorting Registrations on Student Entry
 - Sections on search availability

<hr> [0.11.5] 2021-12-19

Added
 - Added Terms and Conditions for Student Main Menu, KIOSK Login, and Booking Appointments. (#484)
 - Remove Course list from the listing for Deactivated Staff members. (#619)

Fixed
 - Fixed: Staff have access to create availabilities in centers they don't have access to. (#616)
 - Fixed: Student group uses the View Schedule group preference for determine the centers shown when searching availabilities. (#617)
 - Fixed: Availabilities created with choosing the DAYS (defaults to null), where being hidden when choosing Hide Unavailable on the scheduler. (#618)
 - Fixed: Batch Visits - Batch Scans and Selected do not record subject when using the wildcard (#620).

<hr> [0.11.4] 2021-12-09

Fixed
 - Fixed Attendance and KIOSK menus, only show Profiles for Centers the user has logging access to
 - Fixed adjust computed end time of appointment when Duration changed (#612)
 - Fixed SAGE Referrals Listing timeframe for Today and Yesterday (#613)

Added
 - Added Live time of Q2 visit updated and expected duration shows warning if over time (#526)
 - Added Profile Preference to prevent consecutive appointments with same student / consultant (#29)

<hr> [0.11.3] 2021-12-07

Added
 - KIOSK Menus will sub group by Profile if more than 5 profiles
 - Added more fields to be used as staff -> student linkages
 - Added special needs / skills to outstanding appointment requests
 - Added grouping by Profile for Schedule Center / Consultant menu for more than 5 profiles
 - Honor missed appointment status for Group Rosters

Fixed
 - Fixed Order profiles by Name
 - Fixed export students to CSV removed non-breaking space characters from email text
 - Fixed search in select after a listing searched

<hr> [0.11.1 2] 2021-12-02

Added
 - Added ability to drop a large number of student photos onto the student photo folder for batch upload
 - Added Subject Faculty display option to subject listing on student main menu for search availability
 - Added requirement for Student to be chosen for a Quick Visit to be saved
 - Added inactive surveys to the surveys list for access preferences
 - Added Assignments to the search Students form

Fixed
 - Fixed Whiteboard issue with blank or single pixel images
 - Boosted the speed of the search student form
 - Search students by Visits will only search active registrations

<hr> [0.11.0] 2021-12-02
Fixed
 - Fixed faculty email report

Added
 - Added more logging for send SMS for future debugging

<hr> [0.10.59] 2021-11-27
Fixed
 - Fixed dynamic dates for status charts (#571)
 - KIOSK Login, update consultant list when subject chosen
 - Fixed charts issue (#574)
 - Fixed issue with custom tab1
 - Fixed Sort Groups by Name
 - Fixed Batch Visits for selected students

Added
 - Assignment Grid now available in Sections Enrollment Entry and Registration Listing
 - Added Group Preference to hide student photos

<hr> [0.10.58] 2021-11-22
Fixed
 - Unable to delete list from Student Listing if the name contains an apostrophe (#559)
 - For a certain campus, Unable to create new Max Appointment Blocks (#560)
 - Fixed Sorting profile listing by email doesn't sort alphabetically (#561)
 - Fixed Saving a large phone number causes blank screen (#562)
 - Fixed select student names in quick visit if the student's name contains an apostrophe (Fixed #565)
 - Fixed Staff members are unable to update their Staff Bio (#566)

Added
 - Added ability to apply location to SI Batch visit and Quick Visit (#563)

<hr> [0.10.57] 2021-11-16
Fixed
 - Sort groups menu on staff entry alphabetically
 - Allow sysAdmins to access public and admin docs in System Preferences
 - Removed preference to staff confirmation BIO that was not needed
 - Cancelling appointments via a block will send cancellation emails if needed

Added
 - Student search form now allows the ability to search for the students via existence or non-existence of a linked record (Appointments, Visits, Registration, Document, Survey, SAGE Referral)

<hr> [0.10.56] 2021-11-12
Fixed
 - Fixed issue with custom views not saving all the fields for power search
 - Dropped Appointment OnlineURL custom tag
 - Fixed issue with opening profile reasons

Added
 - Added auto navigate to last KIOSK if dashboard is loaded with logging in

<hr> [0.10.55] 2021-11-09
Fixed
 - Update link class
 - If the center of a multi-person availability is changed, also change the center of the related appointments (#510)
 - Redirect kiosk accounts back to the kiosk view if dashboard is accessed without logging in (#507)
 - Profile Admins Cannot Save Profile PREFS Settings (#506)
 - Fixed unable to open groups from Profile Entry (#505)
 - Fixed wildcard search in visit location (#504)
 - Fixed Creating a new student from the log listing doesn't follow the "next ID value" preference (#503)
 - Fixed Custom Registration Listing Views - Student custom field data doesn't display (#498)
 - Fixed Appt Missed calculations when covered by a block (#518)
 - Covering an appointment with a block will now cancel the appointment (#519)
 - Fixed Appointments for subjects where subjects no longer active still show as choice (#522)
 - Fixed open term entry issue (#523)
 - Prevent arbitrary center ids from being entered with batch visit entry (#516)

Added
 - Add location drop down to Visit Record (#502)
 - Moving appointment from one consultant to another, change location (if using staff location) (#525)

<hr> [0.10.53-54] 2021-11-09
Fixed
 - Fixed Custom URL issues

<hr> [0.10.52] 2021-11-04
Added
 - Added confirmed datetime and notified datetime to notification entry
 - Added number of students selected during SI Batch student selection (#495)

Changed
 - Notification types that don't require confirmation now display on KIOSK login (#480)
 - Q2 Report menu is available to staff

Fixed
 - Group by referral related data (#442)
 - Roster emails sending to all (#485)
 - Work visit button display weirdness when resizing the screen on KIOSKs (#481)
 - Fixed issue with a blank watch list query causing save on student to show a blank screen (#482)
 - Utilization and Center Visits Widget on Dashboard - Sorting by Name or Center hides all visits (#483)
 - Fixed issue where staff privileged prevent editing students still were able to edit a column in custom view (#487)
 - Fixed with unable to search in nav search area with text that included an apostrophe (#488)
 - Fixed issue with appointment saving, when clicking save and a field is required, save button was not ren-enabled (#490)
 - Fixed issue with new student record showing timeline and registration records, now hidden until save (#492)
 - Fixed marking an appointment as Missed doesn't trigger the Missed Email to be sent (#493)
 - Fixed clicking the X icon to close the "this appointment is part of a series" window soft-locks the dashboard (#494)
 - If a recurring appointment lands on a day with an Availability Block, it still books the appointment, overlapping the blocked time (#489)
 - Added Save button to the Student Custom1 tab (#499)

<hr> [0.10.51] 2021-11-01
Added
 - Added ability to specify current term when creating max appt rules
 - Added ability to specify a course list linked to an availability
 - Added a new twig tag for "Last Modified By" in appointment records (#475)
 - Added RedrockOnly announcements to identify to Redrock staff regarding any special conditions that should be taken into account when adjusting system parameters (i.e., activating students is specially performed)

Changed
 - Custom views have a default search of all records now
 - Center utilization uses the dates of the active terms but ignores null dates in terms

Fixed
 - Fixes 'Last Modified By' in appointment records doesn't update when a student cancels an appointment (#474)
 - Fixed an issue caused by new max appointment rules: current term preventing appointment save
 - Fixed appointment documents being deleted not refreshing the document listing in appointment

<hr> [0.10.50] 2021-10-29
Added
 - Added listing editing capability to certain columns when designated (listings and custom views)

Fixed
 - When staff cancels appointment, message was stating student cancelled (#473)

<hr> [0.10.49] 2021-10-28
Added
 - Added sorting capability to faculty referrals list: sort by first or last (#467)

Fixed
 - Time check after choosing the student from the list didn't show the continue button (#469)
 - Clicking next on utilization listing doesn't hide the navsrch field (#468)
 - Changing availability location was not saving new location in appointments (#458 AGAIN)
 - navSearch previous query shows html for < and > (#471)

<hr> [0.10.48] 2021-10-27
Added
 - Added new profile preferences for Student Time Check

<hr> [0.10.47] 2021-10-26
Added
 - Added student ID, Other_ID and Other_ID2 to field picker for Custom Views (#465)
 - Added view student record button from Outstanding Appointment Request screen (#464)

Fixed
 - Fixed document type toggle buttons appearing over top nav bar (#459)
 - Fixed uploading attachment files to Email templates (#461)
 - Fixed backup link to enter online appointment now passes reason and section to log the visit

<hr> [0.10.46] 2021-10-25
Fixed
 - Fixed Outstanding appointment request reason not showing/saving on entry screen (#463)
 - Fixed batch emails for group roster emailing issue (#460)
 - Fixed availability location change not applying to group appointments when appointment is not online (#458)
 - Fixed issue with new document type button causing a click event for doc type toggle buttons (#457)
 - Fixed issue on appointment entry where editing a custom field value wasn't causing appointment save button to appear
 - Fixed minor positioning issue on whiteboard chat history when page is resized

<hr> [0.10.45] 2021-10-23
Added
 - Added support for the various date time formats on KIOSK and Log listings
 - Added sys pref to display Accum Hours on Student/Campus tab
 - Date time conversion for time zones on KIOSK and Log Listings
 - Added Profile Pref for time zone different from Campus time zone

Fixed
 - Dragging an appointment past the midnight hour fixed (#448)
 - Fixed whiteboard issue with draw sending multiple times on multiple send clicks (#451)
 - After sending, undo options cleared (#462)
 - Clicking the delete button on newly created watch/custom list fixed (#447)
 - Preview for "Warning message to display on early logout" shows a preview of Notice on KIOSK instead (#445)
 - Creating a new document type expands all existing document settings, and inverts whatever they were set to (#444)
 - After creating and deleting a Custom List, it becomes impossible to rename existing lists until a refresh (#443)
 - Changing locations in appointment entry doesn't prompt the save button to appear (#440)
 - Fixed Next staff and previous staff buttons, clicking too fast shows wrong staff (#449)

<hr> [0.10.44] 2021-10-21
Added
 - Added change log list (View Latest Changes menu added for SysAdmins)
 - Added change location on group availability affects appointments (#435)

Changed
 - When creating new document, auto expand the file browser area (#434)

Fixed
 - Typo in section search for availability block sections (#431)
 - Typo in outstanding appointment request title text (#432)
 - Email survey after visit via Join button (#428)
 - Fixed display of student appointment after booking an appointment (#433)

<hr> [0.10.43] 2021-10-20
Added
 - Improvements to navSrch previous search menu (for Students & Registrations)
 - Added color ribbons to search availability results (#427)
 - Announcements for students may be for dash or kiosk of both, also fixed an issue with login dialog disappearing prematurely (#425)

Fixed
 - Choosing consultant on logout was not working properly (issue #424)
 - Fixed custom views for very complicated table traversal (ie Registrations needs data from Courses and Students) also allow Generated fields to be chosen

<hr> [0.10.42] 2021-10-19
Fixed
 - Fixed registration views to show Student fields.
 - Found an issue with visits not logged out that aren't getting terminated (#417)
 - Moved KIOSK choices for all centers that profile and Log listings to last item in list (#416)

<hr> [0.10.41] 2021-10-18
Added
 - Subjects chosen for availabilities are shown in the slots (#260)
 - Appt Visit Utilization report, add csv output option

Changed
 - Availability recurring (optional & selected) interface changed to be more simplified (#335)
 - Less stern warning regarding date and time of appointment when not matching expected values (#414)

Fixed
 - Fixed issue when deleting a multi availability, remove from calendar display
 - Prevent double clicking on appointment save (#413, #412)
 - Fixed certain submenu choices for windows surface table (#401)

<hr> [0.10.39] 2021-10-15
Added
 - Export Registrations to csv (#410)
 - Added ability to re-search previous searches using menu on nav search (#372)
 - Added new feature / system preference: Dash chart choices are now customizable
 - Add option to show summary report for Appt Visit Utilization

Fixed
 - CC center on send email to students listing
 - Switch format of full name on user searches

<hr> [0.10.38] 2021-10-14
Added
 - Update SMS validator to support api key

<hr> [0.10.37] 2021-10-14
Added
 - Saved searches are editable by sysAdmins (#406)
 - Add icon to automated reports in favorites submenu

Fixed
 - Fixed privileges issue when switching to Staff that is Profile Admin from Faculty

<hr> [0.10.36] 2021-10-13
Fixed
 - Fixed typo in search availabilities

<hr> [0.10.35] 2021-10-08
Added
 - Added scheduler cookie prefs to the user preferences (#373)
 - Allow SI Batch codes to work for non-enrolled sections (#397)

Changed
 - Added options parameter to sendConfirmation, when online changed on availability from No to Yes or Yes to No, adjust all future appointments (#394)
 - Moving appointments, set avail id and force confirmation immediate. Recompute duration

Fixed
 - Fixed typo in search availabilities
 - Online location display option fixed (#396)
 - CC Center on Roster batch emails fixed (#380)
 - Moving appointment from one consultant to another fixed email issue (#393)
 - Fixed a bug with courselist sql when blank data in search criteria
 - Your online session is available needs to be removed if appointment is canceled or deleted (#395)
 - Prevent double clicks to enter online appointment (#392)

<hr> [0.10.34] 2021-10-07
Added
 - Trap double clicks on links on scheduler

Changed
 - Outstanding appointment requests are now accessed via Table Access preference (#389)

Fixed
 - Roster buttons became unresponsive after clicking (#384)
 - Fixed formatting of move and edit availability buttons in appt entry (#385)
 - Choose a different date on move appt (or search availabilities)... format to look like a button, fixed bug with not choosing last date chosen (#388, #387)
 - Fixed datetime format on mailqueue display (#386)

<hr> [0.10.33] 2021-10-06
Added
 - New integration functionality for merging multiple campus licenses into one
 - Faculty email report allowed for Admin (#377)

Fixed
 - Fixed Views became broken from previous adjustment (#383)
 - Fixed drawing availabilities with DAYS = null
 - Scanning SI batch codes other than Student Sequence is fixed (#383)
 - Fixed OFF/ON CAMPUS/ZONE calculation (#379)
 - Fix missing csv header (#371)

<hr> [0.10.32] 2021-10-01
Added
 - Minor documentation, latest trac

Changed
 - Group pref override scheduling prefs allows search Avail find any availability during move process (#370)

<hr> [0.10.31] 2021-09-30
Fixed
 - Process SI and Batch fixed online checkbox option (#369)
 - Fixed the CourseList course item issue when expanding an item, search didn't account for text values (#367)

Added
 - Update PinStatus during imports, remove old pins automatically, allow user to remove a status pin if they dont need to see it any longer (Gears turn during long processes)
 - Added a KIOSK option for All Profiles (#365)
 - Added a few more power search phrases for the visits listing (#366)
 - Nightly terminate removes any non-started visits

<hr> [0.10.30] 2021-09-29
Fixed
 - Fixed a typo in student nav search choices: Birthdate
 - Batch visits create for non-online batches properly (#361)
 - Prevent appointments with duration <= 0 from being booked
 - Addition appointment security checks added to prevent user from hacking the appointment values

Changed
 - Auto cancel future appointments when 2 consecutive missed in a recurring series
 - Add survey instructions to the survey link email

Added
 - Add watch list indicators to referral list to faculty (#352)
 - Profile admins can create student records in the student listing screen
 - Referrals Assigned, student name is now clickable to view student entry (#363)

<hr> [0.10.29] 2021-09-28
Fixed
 - Latest trac for menu slider fix (#354)
 - Don't allow students to override a conflict with a blocked time (#355)
 - Fixed appointment layout issues when viewing from a phone (#349)

Changed
 - Referrals listing on dashboard, add student name and added ability to filter

Added
 - Added search active only to registrations listing (#356)

<hr> [0.10.28] 2021-09-24
Fixed
 - Fixed appointment layout issues when viewing from a phone (#349)
 - Fixed issue with choosing a section for an availability (#348)
 - Moved get student bio to a helper proc. Fixed issue when showing students before opening batch visits (#350)
 - Another fix (#329) - applied to group appointments
 - Fix for issues (#322, #339) - appt scheduled by and modified by

<hr> [0.10.27] 2021-09-23
Fixed
 - Click continue multiple times creates multiple logins, hide button to prevent (#347)
 - Date format for search availability problem (#342)
 - Fixed an issue with Static lists being non-editable (#338)
 - Converting seconds to HH:MM format, rounding fix

Added
 - Add a message to top of appointment when appointment is saved (#)
 - Add logging to survey and report email attempts
 - Allow required fields that are toggle fields to be highlighted when not chosen (during validation process) (#344)
 - Added ability to test an IP address to understand if IP is in block range or not.
 - Add SchedModBy field to Appointments table
 - Error logging on appointment email send
 - Faculty email report - add reply-to email address

Changed
 - Email: Only allow From override if not using mail.cordernet.com or office365
 - Adjusted wording of Reason Not Required override (#341)
 - Differentiate between visit location and appt location for student visit/appt report (#336)

<hr> [0.10.26] 2021-09-21
Added
 - Add a RegStatus field to Registrations allowing a different field to be used for deactivating a registration record (#334)
 - Additional Logging on calc_Missed
 - add ability to process additional merges, cleanup, after a merge operation has been performed using an optional function 'app_processAfterMerge'

<hr> [0.10.25] 2021-09-20
Fixed
 - Fixed a bad SQL statement having to do with blocked availabilities

<hr> [0.10.24] 2021-09-20
Added
 - Added ability to collapse the filter text on KIOSKs (#328)
 - Add document uploaded Notifications that appear under alarm bell (#180)

Changed
 - Preference for work button now control consultants logged in button
 - Obscured placeholder will now use a label is text to be displayed

Fixed
 - Fixed a bad SQL statement
 - All uses of count check for countable
 - Cancelling an appointment might mark status as undefined (#326)
 - Fix for automated reports - even if bad email address, update favorite as processed
 - Fix import batch item process to not automatically have a batch file name, so the user has to enter it.

<hr> [0.10.23] 2021-09-20
Changed
 - Adjusted cleanup report - use record class so changes are auto logged

<hr> [0.10.22] 2021-09-18
Added
 - Added ability to pull linked student data into staff record when viewing/updating (#146)
 - Allow max appointment rules for blank status (#317)
 - Added Bi-Weekly to repeating appointment

Changed
 - Group multi slot booking should not use time intervals (#323)
 - Don't notify Staff when their own work visit appears (#321)
 - Show FTP versus School Imports Test file name
 - Query student subjects is faster now on search availability

Fixed
 - New Custom fields had an issue with saving before extra clicks (#250)
 - Latest trac and fixed dashboard links on entry forms
 - Cancel - missed status wasn't being applied properly (#324)
 - Fixed Show These students from the Visits listing after having found visits for this week (#320)
 - Prevent student double booking re-fixed (#318)
 - Set appointment status as attended when online session entered (#319)

<hr> [0.10.21] 2021-09-17
<hr> [0.10.20] 2021-09-17
Added
 - Batch assign UUID for faculty if not already assigned.
 - Added php Uuid::uuid4() assignment to import process for any record that has a UUID field
 - Students can use the multi-slot booking now

<hr> [0.10.19] 2021-09-16
Added
 - Added ability to remove calendar iCal attachments (#279)
 - TotalTime in Visits Export (#307)
 - Log out consultants button added to list of consultants logged in (#306)
 - Latest trac
 - Ability to override max merge records found limit
 - Conclude work visits from visit listing (#303)
 - Reports are now run as job on the job server
 - Added ability to Log visit to only staff who are logged in to work (302)
 - Added Section CRN to various reports (#298)
 - New profile pref to require reason and section on save appt only
 - When logging in at KIOSK for an appointment, the Subject and Reason and Time are displayed
 - Allow section to be specified in a Custom KIOSK (#280)

Changed
 - Allow uses to remove a list even if linked to student records
 - Show only staff in a center if there is a linkage for that staff in that center
 - Custom KIOSK assigning a Reason, removed any duplicate choices
 - Hide work visits from KIOSK (#308)
 - Writing centers don't use specialties for subject list for consultant (#304)
 - Roster status updates are now done using record object for logging purposes
 - Changing online for an appointment in a series now applies the value to all in the series (#254)
 - Last import status with mismatched columns or column data has better error display
 - Only output headers right before json output (for the API)

Fixed
 - Fixed issue with blocks not completely obscuring availabilities
 - Multi-slot booking fixed when hour start increments is 0 (#310, 309)
 - Don't show inactive registrations on search availabilities subject choices (#313)
 - Wait time reports: if WaitTime is null, use 0 (#305)
 - Fix resource images load/uploadto
 - Fixed bug with login to appointment text showing subject reason and time.
 - RecurID of undefined is not a real recurID
 - Max Appt Rules for Subject needs to query for same CourseID

<hr> [0.10.18] 2021-09-14
Added
 - Added #id of conflicting subject section appointment for debugging purposes
 - Added go to dashboard icon to some of the entry screens

Changed
 - Use NIL UUID for default User, check for null user before loading groups
 - Group appointments with slot prefs (same subject, same faculty, same section), now do a check before saving a new appointment (#246)
 - Split automated_reports into two scripts - reports and exports

Fixed
 - Adjust z-index of nav so magnifying glass isn't on top of menu above (#248)
 - Fixed typo, report calculation (#296, #301, #300)
 - Students can't override adding more to a multi-person slot (#296)
 - Don't show work visits (or visits with null for student id in Log List or kiosk)
 - Removed duplicated appointments based on related table search
 - Fix, in case a later-deleted customData field is in use in a saved favorite report
 - SchedCheck bug fixed
 - Move To dialog now appears over existing appointment dialog
 - Get proper campus code for sso logins

<hr> [0.10.17] 2021-09-13
Added
 - Referrals widget default open/close via cookie
 - Added CRN to Student's Registrations List
 - Added CRN field to various reports (#287)

Changed
 - Removed 'Email' from User Login prompt
 - Removed PHP Mailer
 - Automated reports use new CRON and jobs system

Fixed
 - Appt SectionID and ReasonID properly copied to group roster visit when attended
 - View these Students from Registrations listing (#293)
 - Roster attended was duplicating visits, fixed
 - Also attended now sets the enteredDT to same as TimeIn for roster visits
 - Latest trac with str_toHours fixed
 - Fix link in email for emailed reports
 - Work visits menu needed a unique id to differentiate from nav menu work visit menu
 - Fixed issue with faculty courses not showing students enrolled

<hr> [0.10.16] 2021-09-10
Added
 - Added Section CRN to main Registration listing

Changed
 - Make sure appointment's section and reason override availability
 - Availabilities dropsearch for sections show only active sections, minor cleanup of count of selected records

Fixed
 - Mark a group appointment item as attended applies sectionID to the visit record (#283)
 - Fixed issue where TimeOut wasn't being computed on an SI Login. Fixed issue when number of students in current selection filled up memory (#281)

<hr> [0.10.15] 2021-09-10
Added
 - Added Redrock Pref, to set how many days of data for reports to run as a job

Changed
 - Use new Redrock IP detection
 - Update import status when file not found or FTP Path is nonexistent
 - Update automated_reports.php - added logging, and better null checking

Fixed
 - Hide availabilities fixed when availability was for DAYS not shown

<hr> [0.10.14] 2021-09-10
Added
 - Added display for import file location (test or FTP)
 - Added ability to use caching for certain record types during the import process to increase speed of imports by 300%
 - Add limitation message for Office 365 email (#38)

Changed
 - Import now allows for Student record caching, adjusted to track memory usage
 - Import status while importing, show latest record count
 - Importing: switched the default cache setting from no to yes

<hr> [0.10.13] 2021-09-09
Added
 - Added more clarification notices/descriptions to all system preferences
 - Added handling of SSO de-auths
 - Add SAML/CAS settings for de-auth

<hr> [0.10.11] 2021-09-09
Added
 - New system pref to control format of subject when searching availabilities (#215)
 - Hover over log listing images makes them enlarge
 - New appointment group pref added (#262)
 - Photo image sizes can be controlled on the log listing (#268)

Changed
 - Student Touchless signin in using phone: auto select first subject to help fix iOS issue (#276)
 - Faculty view: related courses now default to active only (#275)
 - After a staff record merge operation we remove any duplicate entries in the CenterStaff table (#270)
 - Adjustment to the interface for the merge records functionality

Fixed
 - Sections: find duplicate records fixed
 - Consultant Schedule Summary Emails is now working (#263)
 - Fixed import status issue
 - Don't try to delete a non existent document (#274)
 - Subject courses on search availability sorted properly (#249)
 - Resolve issues with cookie settings not being honored (#259)
 - Fixed custom KIOSK reasons and consultants (#253)
 - Don't send terminate message to student if preference is not checked (#241)
 - Blank announcement bodies fixed (#261)
 - Cleanup appointment code, save user who modified it and date and time modified
 - Dont allow adhoc creation of avail when no center / staff chosen on pulldowns
 - Hide availabilities when not linked to staff on search availability

<hr> [0.10.10] 2021-09-08
Changed
 - Get default time zone of America/Phoenix when Prefs doesn't exist yet
 - Update manual cron runner with modern code, specifically changeCampus
 - Add cleanup script for emails with massive attachment lists
 - Check if email can be tried before trying
 - Smaller email batch sizes when sending plain emails
 - Email updates: a bit more reply-to implementation
 - Adjust SAGE referral emails recipients display

Fixed
 - Fix issue with email attachments growing to absurd levels
 - Fix twig rendering error logging

<hr> [0.10.9] 2021-09-08
Added
 - New not Online pref to display when Online checkbox is NOT checked
 - Additional options for SAGE date filter
 - Dashboard widget: SAGE Referrals uses filters and also use cookies for default open/close display
 - More LDAP validation preferences for functionality

Changed
 - Adjust handling of sender reply tos

Fixed
 - SAGE automated emails listing formatting issue

<hr> [0.10.8] 2021-09-03
Added
 - Provide user feedback after duplicating a survey

Changed
 - Set UUID for all students without a UUID during process activations script
 - Hide term sequence: its confusing

<hr> [0.10.7] 2021-09-02
Added
 - Staff listing on profiles now has a search active only option
 - Option for new time format that is not military time (for log listings)
 - Send Survey to students in current student listing

Changed
 - Import jobs allowed to take longer amount of time to finish (for now)
 - Consultant save own record will only load self as choice on new recs

Fixed
 - Fixed Wildcard subjects now appear in Center Schedule report (#239)

<hr> [0.10.6] 2021-09-01
Added
 - For reports being emailed (by auto-favorites, job, manual, etc.) implement reply-to for schools using our mail server
 - Next and Previous scheduler buttons can use enter key to activate
 - For TracCloud schools using our Redrock mail server, for emailed reports, set reply-to

Changed
 - Consultants default to their own schedule for their default center when they click the Scheduler link
 - Show only active reasons to choose from for visits cleanup report

Fixed
 - QR kiosk code not allowing students to login (#238)
 - Prevent multiple appointments for a single student in same multi-person group (#235)
 - Prevent double click on update specialties (#236)
 - Referral custom questions need to be handled differently when applying annotated referral values to selected referrals (fixed issue where all custom questions were being updated)
 - Fixes privileges: SysAdmin group overrides Admin, Staff or Consultant privs
 - Visits by FTE report fix
 - Access own schedule should only show own consultant info (#216)

<hr> [0.10.5] 2021-08-31
Added
 - Record when visit notes sent, show an indicator (#226)

Changed
 - Appointment location on calendar is obfuscated (#230)
 - Center staff list uses own setsuffix to utilize own search filters (#224)
 - When barcode lookup occurs and only 1 student found, auto select

Fixed
 - Fixed a display issue with Cancelled or Missed appointments (#229)
 - When document not yet saved, but new doc ready to be uploaded: fixed issue with it showing are you sure you want to upload with no doc (#225)

<hr> [0.10.4] 2021-08-30
Added
 - Added expired time to display of sessions that no longer are available
 - Added 2 new names for consultants (Educators & Academic Coaches) (#218)

Changed
 - Show current time bar on schedule as blue and server time when server time does not match local time on scheduler
 - Block non-redrock sysAdmins from editing import batches
 - Added more functionality to merge faculty. Fixed issues (#210, #212, #213, #151)
 - Visit / Appt Export refinements

Fixed
 - Set the initial check value for items with isNewOnly checked for assignment field list

<hr> [0.10.2] 2021-08-27
Added
 - Log json apptcenters when no records found
 - Added error message to apptcenters when returns blank json

Changed
 - HTTP_X_FORWARDED_FOR as the user's IP address
 - Visits report FTE improvement
 - Change logging to info level and do it every time apptcenters json is called

Fixed
 - Fix issue with appointment centers json call failing

<hr> [0.10.1] 2021-08-26
Added
 - Added new removeDuplicateFaculty job and associated menus

Changed
 - LDAP Tweaks, fallback to local accounts when ldap fails
 - Simplified notification code for URL link copy
 - Prevent entry in online dropin session before it's time

Fixed
 - Fix some issues with LDAP settings not making sense
 - Online URLs from the search availability maybe copied to the clipboard now
 - Fixed online copy URL for older params

<hr> [0.10.0] 2021-08-26
Added
 - Added Appointment.OnlineLink tag to retrieve a URL that can be emailed for an online session appointment

Changed
 - Return to original url when doing SSO redirect logins
 - Cleaned up and standardized online session link to go through a single form that rejects or redirects based on whether or not the session is available

Fixed
 - Fix retrieval of staffPhotos directory
 - Fix issue with retrieving empty url overrides
 - Use proper job return types

TracCloud: Appointment Invites

2026-05-05T22:14:53Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
{{NoTier}}
<div class="categoryDynamic">
{{TracCloudModulesTOC}}
</div>
<div class="pageTitle">Appointment Invites</div>

TracCloud's Appointment Invite feature allows custom appointment search invites, where students can find availabilities according to what their invite allows. This feature is primarily designed for testing centers, but can be used for other centers too. This article explains how you can configure and use this feature. 

<hr>
===Configuration===

Appointment invites are initially configured as part of [[TracCloud:_Search_Availability_Options|Search Availability Widgets]]. Go to Other > Other Options > Preferences > Search Availability Options and click on the widget that you want to link this appointment invite to.

[[File:149543.png|800px]] 

* Is Invitation
::Check this box to enable this functionality for this widget.

* Hide On Dashboard
::If checked, this entire search widget will be hidden from the dashboard. It will only be accessible via appointment invite.

* Faculty Invites Require Approval
::If checked, any invites submitted by faculty must be approved by a staff member on the Appointment Invites listing (detailed below). Invite emails will not send until the invite is approved.

* Invitation Types
::Enter a semi-colon delimited list of types. E.g., Exam, Pop Quiz, etc. It will be possible for the staff to choose one of these types during invite creation.

* Email Subject
::The subject of the email sent to students.

* Send instructions x days
::Choose when invite emails will be sent, relative to the due date chosen during the creation of the invite.

* Invitation Instructions
::These instructions will appear in the invite email sent to the student.

* Ask staff for these fields per invite
::Choose the fields that staff can select when preparing and sending invites. Some of these fields will restrict which availabilities can be found and booked by students when using the invite link.
:::Invitation Type is a drop-down menu containing the types defined above.
:::Section & Reason adds their respective fields to the invite form, allowing the staff member to restrict what section and reason the student can select.
:::Duration will add a duration choice to the invite form. If the staff member specifies a duration, only availabilities at least that length will be found. If the student clicks an availability that is longer than this duration, their appointment duration will still be capped to the limit specified in the invite.
:::Exam Code/File/Passcode allows you to store exam information in the invites.
:::Notes allows for any arbitrary notes to store in the invites.
:::Ask Group, 1on1, Online, etc allows the you to choose which modalities and availability types can be returned during the search. By default (if these fields are not editable during invite creation), only in-person 1-on-1 and group availabilities will be found.
:::Additionally, [[TracCloud:_Custom_Fields|custom fields]] can be created for appointment invites.

* Resend with Reminder every x days
::How often to send reminders for this invite.

* Reminder text
::This text will be included in the reminder notice, appended to your invitation instructions.

<hr>
===Usage===

After the appointment invite settings have been configured, you're all set to send invites to students. As a staff member, you can go to the [[TracCloud:_Students_Listing|Students Listing]] and select the students you want to invite on the right. Then, go to the hamburger menu, choose Create Appointment Invite, and select the widget that corresponds to your invite.

The due date will be used to determine when the instructions will be sent. The prepopulated Email Text field shows the text that will be sent to students. This field supports [[TracCloud:_Twig|Twig]], allowing for more personalized and dynamic emails. All other fields will display according to the field configuration in the section above.

Clicking Create Invitations will then send the invitation emails to students, allowing them to search for and book an appointment.

[[File:540005.png|800px]] 

Faculty on the other hand will have the ability to quickly create invites for students in their rosters. From the Faculty Options [[TracCloud:_Dashboard|dashboard widget]], under the referrals menu, the invite options will appear as shown below.

[[File:599391.png|600px]] 

After clicking the invite to submit, the faculty can select the students from their section roster to send the invite for. The process is otherwise the same as the staff perspective.

[[File:215241.png|600px]]

<hr>
===Student Perspective===

The student-facing side of appointment invites is very simple. The student will receive an email with the contents of Email Text as described above, along with a link to click on. Clicking that link will take them to the search availability widget that your invitation is linked to. The subject, reason, etc will be restricted depending on what was selected when the invite was being sent out.

[[File:576754.png|600px]] 

After searching, the student will receive the filtered list of results where they can choose the time that works for them and book, just like a regular appointment search.

[[File:521011.png|600px]] 

For convenience, the link the student received in the invite email will change purpose after the appointment has been booked. If the student clicks the invite link again, they will be taken directly to their appointment record that they previously scheduled.

[[File:177199.png|600px]]

<hr>
===Listing, Duration Rules, & Appointments===

After an invite has been created, you can revisit it by going to Other > Listings > Appointment Invites. This allows you to review existing invites or create duration rules. The listing also shows if approval is needed and if the invite has been approved if so. The right-most column shows how many invites have been created, how many invite emails have been sent, and how many appointments have been booked for that invite.

[[File:889130.png|700px]]

After opening one of the existing invites, you can view the fields that were filled out as well as a list of the invitees. This is where an invite can be approved, if approval is required.

[[File:538433.png|800px]] 

If a student has booked an appointment from the invite, a link to the appointment will be made available under the Appointment column. The Overrides column shows if the duration of that invite has been modified by any duration rules.

[[File:903386.png|800px]] 

You can create duration rules by clicking the hamburger menu, then Edit Duration Rules. These rules allow you to automatically adjust the duration of appointments booked via invite if certain conditions are met, or send the invite email earlier for certain students.

As an example in the screenshot below, if an invite is sent to a student on the 'Freshman' [[TracCloud:_Student_Lists|list]], for the type 'Exam,' and for a duration of 60 minutes, when that student books their appointment will be extended to 120 minutes automatically.

The next rule states that students on the 'Active' list will be sent an invite for 'Pop Quiz' 5 days earlier than it otherwise would. E.g., if your invite instructions are configured to send 10 days before the due date, students on this list will get the invite 15 days before the due date.

[[File:925069.png|800px]] 

When editing an appointment that was booked via an invite, a special tab will be available in the bottom of appointment entry. This will show the invite details such as the invitation type, exam details, etc. This is not accessible to students, only staff.

[[File:367394.png|800px]]

<hr>
See Also

* [[TracCloud_Report:_Appointment_Invite_Schedule|Report: Appointment Invite Schedule]]

* [[TracCloud:_Search_Availability_Options|Search Availability Widgets]]

* [[TracCloud:_Scheduling_Preferences|Search Appointment Links]]

</div>
[[Category:TracCloud Manual]]

File:538433.png

2026-05-05T22:14:25Z

Redrock: Redrock uploaded a new version of File:538433.png

File:149543.png

2026-05-05T22:12:18Z

Redrock: Redrock uploaded a new version of File:149543.png

TracCloud: Appointment Invites

2026-05-05T22:09:21Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
{{NoTier}}
<div class="categoryDynamic">
{{TracCloudModulesTOC}}
</div>
<div class="pageTitle">Appointment Invites</div>

TracCloud's Appointment Invite feature allows custom appointment search invites, where students can find availabilities according to what their invite allows. This feature is primarily designed for testing centers, but can be used for other centers too. This article explains how you can configure and use this feature. 

<hr>
===Configuration===

Appointment invites are initially configured as part of [[TracCloud:_Search_Availability_Options|Search Availability Widgets]]. Go to Other > Other Options > Preferences > Search Availability Options and click on the widget that you want to link this appointment invite to.

[[File:149543.png|800px]] 

* Is Invitation
::Check this box to enable this functionality for this widget.

* Hide On Dashboard
::If checked, this entire search widget will be hidden from the dashboard. It will only be accessible via appointment invite.

* Invitation Types
::Enter a semi-colon delimited list of types. E.g., Exam, Pop Quiz, etc. It will be possible for the staff to choose one of these types during invite creation.

* Send instructions x days
::Choose when invite emails will be sent, relative to the due date chosen during the creation of the invite.

* Invitation Instructions
::These instructions will appear in the invite email sent to the student.

* Ask staff for these fields per invite
::Choose the fields that staff can select when preparing and sending invites. Some of these fields will restrict which availabilities can be found and booked by students when using the invite link.
:::Invitation Type is a drop-down menu containing the types defined above.
:::Section & Reason adds their respective fields to the invite form, allowing the staff member to restrict what section and reason the student can select.
:::Duration will add a duration choice to the invite form. If the staff member specifies a duration, only availabilities at least that length will be found. If the student clicks an availability that is longer than this duration, their appointment duration will still be capped to the limit specified in the invite.
:::Exam Code/File/Passcode allows you to store exam information in the invites.
:::Notes allows for any arbitrary notes to store in the invites.
:::Ask Group, 1on1, Online, etc allows the you to choose which modalities and availability types can be returned during the search. By default (if these fields are not editable during invite creation), only in-person 1-on-1 and group availabilities will be found.
:::Additionally, [[TracCloud:_Custom_Fields|custom fields]] can be created for appointment invites.

* Resend with Reminder every x days
::How often to send reminders for this invite.

* Reminder text
::This text will be included in the reminder notice, appended to your invitation instructions.

<hr>
===Usage===

After the appointment invite settings have been configured, you're all set to send invites to students. As a staff member, you can go to the [[TracCloud:_Students_Listing|Students Listing]] and select the students you want to invite on the right. Then, go to the hamburger menu, choose Create Appointment Invite, and select the widget that corresponds to your invite.

The due date will be used to determine when the instructions will be sent. The prepopulated Email Text field shows the text that will be sent to students. This field supports [[TracCloud:_Twig|Twig]], allowing for more personalized and dynamic emails. All other fields will display according to the field configuration in the section above.

Clicking Create Invitations will then send the invitation emails to students, allowing them to search for and book an appointment.

[[File:540005.png|800px]] 

Faculty on the other hand will have the ability to quickly create invites for students in their rosters. From the Faculty Options [[TracCloud:_Dashboard|dashboard widget]], under the referrals menu, the invite options will appear as shown below.

[[File:599391.png|600px]] 

After clicking the invite to submit, the faculty can select the students from their section roster to send the invite for. The process is otherwise the same as the staff perspective.

[[File:215241.png|600px]]

<hr>
===Student Perspective===

The student-facing side of appointment invites is very simple. The student will receive an email with the contents of Email Text as described above, along with a link to click on. Clicking that link will take them to the search availability widget that your invitation is linked to. The subject, reason, etc will be restricted depending on what was selected when the invite was being sent out.

[[File:576754.png|600px]] 

After searching, the student will receive the filtered list of results where they can choose the time that works for them and book, just like a regular appointment search.

[[File:521011.png|600px]] 

For convenience, the link the student received in the invite email will change purpose after the appointment has been booked. If the student clicks the invite link again, they will be taken directly to their appointment record that they previously scheduled.

[[File:177199.png|600px]]

<hr>
===Listing, Duration Rules, & Appointments===

After an invite has been created, you can revisit it by going to Other > Listings > Appointment Invites. This allows you to review existing invites or create duration rules. The listing also shows if approval is needed and if the invite has been approved if so. The right-most column shows how many invites have been created, how many invite emails have been sent, and how many appointments have been booked for that invite.

[[File:889130.png|700px]]

After opening one of the existing invites, you can view the fields that were filled out as well as a list of the invitees.

[[File:538433.png|800px]] 

If a student has booked an appointment from the invite, a link to the appointment will be made available under the Appointment column. The Overrides column shows if the duration of that invite has been modified by any duration rules.

[[File:903386.png|800px]] 

You can create duration rules by clicking the hamburger menu, then Edit Duration Rules. These rules allow you to automatically adjust the duration of appointments booked via invite if certain conditions are met, or send the invite email earlier for certain students.

As an example in the screenshot below, if an invite is sent to a student on the 'Freshman' [[TracCloud:_Student_Lists|list]], for the type 'Exam,' and for a duration of 60 minutes, when that student books their appointment will be extended to 120 minutes automatically.

The next rule states that students on the 'Active' list will be sent an invite for 'Pop Quiz' 5 days earlier than it otherwise would. E.g., if your invite instructions are configured to send 10 days before the due date, students on this list will get the invite 15 days before the due date.

[[File:925069.png|800px]] 

When editing an appointment that was booked via an invite, a special tab will be available in the bottom of appointment entry. This will show the invite details such as the invitation type, exam details, etc. This is not accessible to students, only staff.

[[File:367394.png|800px]]

<hr>
See Also

* [[TracCloud_Report:_Appointment_Invite_Schedule|Report: Appointment Invite Schedule]]

* [[TracCloud:_Search_Availability_Options|Search Availability Widgets]]

* [[TracCloud:_Scheduling_Preferences|Search Appointment Links]]

</div>
[[Category:TracCloud Manual]]

TracCloud: Appointment Invites

2026-05-05T22:07:01Z

Redrock:

{{TracCloudGuideTabs}}
<div class="tcWidgetPage">
{{NoTier}}
<div class="categoryDynamic">
{{TracCloudModulesTOC}}
</div>
<div class="pageTitle">Appointment Invites</div>

TracCloud's Appointment Invite feature allows custom appointment search invites, where students can find availabilities according to what their invite allows. This feature is primarily designed for testing centers, but can be used for other centers too. This article explains how you can configure and use this feature. 

<hr>
===Configuration===

Appointment invites are initially configured as part of [[TracCloud:_Search_Availability_Options|Search Availability Widgets]]. Go to Other > Other Options > Preferences > Search Availability Options and click on the widget that you want to link this appointment invite to.

[[File:149543.png|800px]] 

* Is Invitation
::Check this box to enable this functionality for this widget.

* Hide On Dashboard
::If checked, this entire search widget will be hidden from the dashboard. It will only be accessible via appointment invite.

* Invitation Types
::Enter a semi-colon delimited list of types. E.g., Exam, Pop Quiz, etc. It will be possible for the staff to choose one of these types during invite creation.

* Send instructions x days
::Choose when invite emails will be sent, relative to the due date chosen during the creation of the invite.

* Invitation Instructions
::These instructions will appear in the invite email sent to the student.

* Ask staff for these fields per invite
::Choose the fields that staff can select when preparing and sending invites. Some of these fields will restrict which availabilities can be found and booked by students when using the invite link.
:::Invitation Type is a drop-down menu containing the types defined above.
:::Section & Reason adds their respective fields to the invite form, allowing the staff member to restrict what section and reason the student can select.
:::Duration will add a duration choice to the invite form. If the staff member specifies a duration, only availabilities at least that length will be found. If the student clicks an availability that is longer than this duration, their appointment duration will still be capped to the limit specified in the invite.
:::Exam Code/File/Passcode allows you to store exam information in the invites.
:::Notes allows for any arbitrary notes to store in the invites.
:::Ask Group, 1on1, Online, etc allows the you to choose which modalities and availability types can be returned during the search. By default (if these fields are not editable during invite creation), only in-person 1-on-1 and group availabilities will be found.
:::Additionally, [[TracCloud:_Custom_Fields|custom fields]] can be created for appointment invites.

* Resend with Reminder every x days
::How often to send reminders for this invite.

* Reminder text
::This text will be included in the reminder notice, appended to your invitation instructions.

<hr>
===Usage===

After the appointment invite settings have been configured, you're all set to send invites to students. As a staff member, you can go to the [[TracCloud:_Students_Listing|Students Listing]] and select the students you want to invite on the right. Then, go to the hamburger menu, choose Create Appointment Invite, and select the widget that corresponds to your invite.

The due date will be used to determine when the instructions will be sent. The prepopulated Email Text field shows the text that will be sent to students. This field supports [[TracCloud:_Twig|Twig]], allowing for more personalized and dynamic emails. All other fields will display according to the field configuration in the section above.

Clicking Create Invitations will then send the invitation emails to students, allowing them to search for and book an appointment.

[[File:540005.png|800px]] 

Faculty on the other hand will have the ability to quickly create invites for students in their rosters. From the Faculty Options [[TracCloud:_Dashboard|dashboard widget]], under the referrals menu, the invite options will appear as shown below.

[[File:599391.png|600px]] 

After clicking the invite to submit, the faculty can select the students from their section roster to send the invite for. The process is otherwise the same as the staff perspective.

[[File:215241.png|600px]]

<hr>
===Student Perspective===

The student-facing side of appointment invites is very simple. The student will receive an email with the contents of Email Text as described above, along with a link to click on. Clicking that link will take them to the search availability widget that your invitation is linked to. The subject, reason, etc will be restricted depending on what was selected when the invite was being sent out.

[[File:576754.png|600px]] 

After searching, the student will receive the filtered list of results where they can choose the time that works for them and book, just like a regular appointment search.

[[File:521011.png|600px]] 

For convenience, the link the student received in the invite email will change purpose after the appointment has been booked. If the student clicks the invite link again, they will be taken directly to their appointment record that they previously scheduled.

[[File:177199.png|600px]]

<hr>
===Listing, Duration Rules, & Appointments===

After an invite has been created, you can revisit it by going to Other > Listings > Appointment Invites. This allows you to review existing invites or create duration rules. The listing also shows if approval is needed and if the invite has been approved if so. The right-most column shows how many invites have been created, how many invite emails have been sent, and how many appointments have been booked for that invite.

[[File:889130.png|700px]]

After opening one of the existing invites, you can view the fields that were filled out as well as a list of the invitees. If a student has booked an appointment from the invite, a link to the appointment will be made available under the Appointment column.

[[File:538433.png|800px]] 

[[File:903386.png|800px]] 

You can create duration rules by clicking the hamburger menu, then Edit Duration Rules. These rules allow you to automatically adjust the duration of appointments booked via invite if certain conditions are met, or send the invite email earlier for certain students.

As an example in the screenshot below, if an invite is sent to a student on the 'Freshman' [[TracCloud:_Student_Lists|list]], for the type 'Exam,' and for a duration of 60 minutes, when that student books their appointment will be extended to 120 minutes automatically.

The next rule states that students on the 'Active' list will be sent an invite for 'Pop Quiz' 5 days earlier than it otherwise would. E.g., if your invite instructions are configured to send 10 days before the due date, students on this list will get the invite 15 days before the due date.

[[File:925069.png|800px]] 

When editing an appointment that was booked via an invite, a special tab will be available in the bottom of appointment entry. This will show the invite details such as the invitation type, exam details, etc. This is not accessible to students, only staff.

[[File:367394.png|800px]]

<hr>
See Also

* [[TracCloud_Report:_Appointment_Invite_Schedule|Report: Appointment Invite Schedule]]

* [[TracCloud:_Search_Availability_Options|Search Availability Widgets]]

* [[TracCloud:_Scheduling_Preferences|Search Appointment Links]]

</div>
[[Category:TracCloud Manual]]

File:925069.png

2026-05-05T22:03:14Z

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File:903386.png

2026-05-05T22:01:45Z

Redrock: Redrock uploaded a new version of File:903386.png

File:889130.png

2026-05-05T22:00:23Z

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TracCloudChangelog

2026-05-05T09:00:03Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.3.36] Current Release
Added
 - Added twig tag support for individual survey questions
 - Added report search filters (#, &&, |, blankornull, etc.) to the Referral Reason and Referral Recommendation search fields in the SAGE Referrals by ?? report and the Referrals by Student and Appointments/Visits report (#3075)
 - Added an option in the Survey Responses report to select specific questions to include in the report (#3128)

Changed

Fixed
 - Fixed a SurveyTrac issue of staff or faculty not being able to access a static QR code survey (#3113)
 - Fixed a SurveyTrac issue where conditional questions based on a radio or multi-check choice with an optional/additional entry field wouldn't show (#3126)
 - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time

<hr> [1.3.35] 2026-04-29
Added
 - Added sort by centers to the Log Listing sort options (#3089)
 - Added Skills/Accommodations to the User Detail report as an additional field to show (#3097)
 - Added a new Resource Checkouts per Visit report in Management category
 - Added Center custom fields to the Visits by ?? report as additional fields to show
 - Added an option to the Survey Snapshot report to filter responses in-report and open the listing of recipients based on the filtered responses (#3070)
 - Added Appointment Invites as new feature for general use and especially testing / proctoring centers
 - Added a new group privilege to restrict a user from access certain custom fields (read only vs read/write vs no access)
 - Added the option to clear out the assigned consultant when processing SAGE referrals (#3120)
 - Added completed actions on the modal when a SAGE referral is resolved (#3120)
 - Added the option for prospective student requests to allow only phone, only email, or either; also, option to customize the messages for Prospect Log In and for Create Prospect (#3102)
 - Added Resource Sub-Type, and the option to track resource quantity/availability by sub-type
 - Added Outstanding Requests custom fields as additional fields to show for the Outstanding Appointment Requests report (#3123)
 - Added Steps Reports for Success Plans and Work Plans, for showing past due steps or next steps.
 - Added new Block Students field to Staff records and utilized in the search availabilities
 - Added Section Enrollment to the Workshops batch enroll, for enrolling students registered for the workshop's section

Changed
 - Referrals listing and Timeline now honor the View Own Referrals preference (#3090)
 - Added a new Referral state for the referrals types allowed in Group Prefs: View and Edit, No Listing

Fixed
 - Fixed an issues where KIOSK did not adjust the choices for subjects, consultants or reasons based on linked values
 - Prevent duplicate prospective student requests if the same email/phone number is used (#3107)
 - Fixed an issue where cookie size was limiting the number of students being concurrently helped in Q2 (#3122)
 - Fixed an issue with the Custom Kiosk Static QR Code, confirmation code submit button (#3124)
 - Fixed an issue with the schedule, where clicking on the appointment play button to start the visit might create a duplicate visit if the student already started the visit (#3111)
 - Fixed an issue with the search availabilities using the choices form special needs widget (#3127)

<hr> [1.3.34] 2026-03-01
Added
 - If a Workshop is connected to a staff, show it as a reserved block on the schedule (Also blocks any overlapping availabilities for that staff from availability searches) (#3047)
 - Added an option on the Students Workshops Attendance report to highlight attendance for better visibility (#3050)
 - Added an option for Max Appointment rules to max out the number of seats (for testing centers) (#3054)
 - Added a preference for Touchless QR Codes to require User Name / Password validation
 - Added an option to add Max Hours to the Staff Confirm Bio (#3052)
 - Added an option to SAGE reports to select multiple referral types (#3072) rather than just one. To select multiple options, hold down Ctrl and click on each desired option (or use Ctrl-up/Ctrl-down arrow keys to navigate, and press Space to select/deselect).
 - For creating SI Batch Visits, added Select All and Select None options to the list of students without previous visits (#3073)
 - Added an option to show step prompt notes in the Success Plans report (#3065)
 - Added an option for Workshops to generate a QR code for students to scan, to mark attendance (#3068)
 - Added an option for Workshops, after the workshop is over, to mark all non-attendees as Missed

Changed
 - Use profile preference for allowing asynchronous messages to be composed after an asynchronous session has been concluded in displaying the conclusion message (#3044)

Fixed
 - Minor accessibility fixes
 - Fixed an issue with Registration Listing search criteria being applied to Section Entry -> Enrollment Listing (#3058)
 - Fixed an issue with Appointments in Staff Timelines (#3057)
 - If a Q2 Hand is raised but the main visit record is logged out, the Q2 hand raise will not be counted on the dashboard widget (#3069)
 - Fixed an issue with Faculty Name not being shown on KIOSK and LogListing Login for choosing a Subject when the preference includes faculty (#3071)
 - Fixed an issue with Search Availability Pref inclusion of Faculty (but no faculty assigned) causing the choice to display as null (#3079)
 - Fixed an issue with Confirming Subject and Reason for Q2 after hand is raised for a specific reason (#3080)

<hr> [1.3.33] 2025-12-15
Added
 - Added a new SAGE report, Faculty Referral Activity
 - Added a new preference to allow sysAdmin to disable Mentorship Asynchronous communications
 - Added an option in the survey responses tab to delete a survey response (#3008)
 - Allow Super Admins to use the Login As functionality
 - Allow up to 9 Student Custom Tabs on the Student Entry screen
 - Added Send Email to Staff Entry
 - Added Bi-Weekly to Announcements
 - Allow Success Plan steps to utilize multiple reasons per step
 - Added the option to duplicate a resource from the Resources Listing (#3026)
 - Added the option to reset Student/Staff confirm BIO on term start dates automatically
 - Added new option to allow announcements to be displayed as a Live Poll

Changed
 - If KIOSK number of subjects, reasons, or consultants choices is 1, then display a 'Select a ???...' as the first choice
 - The Other menu has been adjusted to show fewer items, modules are now in a submenu and the version is in a submenu as well
 - In the Reports center picker, you can now search by entering any part of a center name, not just the beginning.

Fixed
 - Fixed an issue in the Appointments/Visits Utilization report where, if showing reserved blocks, some reserved blocks would show if its associated center was not selected in the report settings (#3004)
 - Fixed an issue with the Mentee Linker tool (#3003)
 - Fixed an issue with reports if a search field only contained a space character (#3017)
 - Fixed an issue with stacked availabilities and when an appointment is booked and the center is changed from in-person to online stacked availability (#2998)
 - Fixed a report permissions issue with Students Workshops Attendance, additional fields to show (#3029)
 - Fixed an issue with Sections listing and search active only
 - Fixed an issue with automated Appointment Reminder emails where it would sometimes send a second identical email a couple minutes after the first email
 - Fixed a SurveyTrac issue with surveys sent via "Display as link on main menu" for logged-in staff that also have a student account, that prevented submission (#3042)

<hr> [1.3.32] 2025-11-10
Added
 - Added option for search availability to use the require center option when the center is shown on search availability widget
 - Added Visit Created by in the Initial Visit report as an additional field to show (#2954)
 - Added an option in the Referrals by Student and Appointments/Visits report to search by appointment reason and visit reason (#2959)
 - Added Appointment search section to the Additional Search options in the Center Schedule report (#2948)
 - Added confirmation to consultant logout on KIOSK consultants logged in list
 - Adhoc QR Codes that are generated from an availability now adhere to the allowlist and blocklist options
 - Added a staff preference that allow a new user type, Super Admin, which is similar to Profile admins but also has a few extra options
 - Added a badge to the system audit widget displaying the number of system audit issues that have been found (also show and hide via cookie indicating state)
 - Added a System Audit widget to the dashboard for SysAdmins
 - Added new anchor panel interface on student entry screens to handle many custom fields to reduce scrolling
 - For workshops where visits are created, the visit location will match the workshop location (or for online visits, the workshop online URL) (#2975)
 - Added Location as a required field for Quick Visits
 - Added the Workshop option to send confirmation emails when batch enrolling students (#2968)
 - Allow the Asynchronous title preference to be shown on availability and appointment entry
 - Added CSV output option for the SI Comparison report (#2984)
 - Added an option in surveys directed to students to only direct to students on a student list (#2977)
 - Added Availability Notes as an additional field to show in the Students Visits/Appointments by ?? report (#2994)
 - Added an option in Workshop attendance scan to override maximum attendance, and the roster filter now works with ID besides name (#2983)
 - Added an option to duplicate a workshop in the Workshops listing (#2996)
 - Added more search options to the Workshops listing (#2997)
 - On the payroll report, if Show Student Visits is selected, the report now shows non-duplicated student visit time totals; additionally, if Show Work Visits is also selected, the report now shows percentage of consultant work time spent with students (#2902)
 - Added a new SurveyTrac report, Unanswered Staff/Faculty Surveys (#2965)
 - Added a new Faculty-only report, Faculty Student Appointments (#2999)
 - Added Learning Strategist to list of Consultant types
 - Added Student Other_ID to list of fields in Appointment Find by Values choices
 - Prevent student/staff from booking an appointment if the appointment time conflicts with a current class schedule
 - Added twig processing to send text to student/staff

Changed
 - When user's group pref indicates no viewing visits or work visits, hide the Attendance Listing menu item
 - Adjusted a KIOSK Login to only show Centers for the Profile the KIOSK was created in when no center is chosen
 - The Referral Processed checkbox can now be unchecked to reopen a previously processed SAGE Early Alert Referral
 - Adjusted the SAGE Referral Processed header to Followup and Processed Info
 - Added a 'tighten' and 'expand' option to SAGE Referral entry to allow more information to be displayed at once, uses cookie to remember last setting
 - Changed the method for what are the related profiles when check out resources
 - For Visits -> Linked Documents, new Document modal will hide document types not allowed to staff (instead of showing as disabled)
 - Hide Satisfaction label on Attendance Listing if user isn't allowed to see satisfaction values (#2976)
 - Assessments and SuccessPlans remember to be shrunk or expanded based on the user's last preference

Fixed
 - Fixed an issue with rendering previews
 - Fixed an issue with Q2 Reason updates causing failure if no reason being asked
 - Fixed an issue with search availability using the consDropin and ConsWork preferences
 - Fixed an issue with Staff Confirm BIO Custom fields not saving (#2924)
 - Fixed an issue with reports, not being able to save a favorite if a used student list name contains a single-quote character (#2963)
 - Fixed an issue with search availabilities when large number of slots listed, the date change doesn't search the new date chosen (#2964)
 - Fixed various WCAG issues
 - Fixed an issue with appointment entry - show name to staff and make sure the link is available to staff entry
 - Fixed an issue with table access setting for Staff Entry not being honored on click from Appointment entry
 - Fixed an issue with some report modals where a popup search was sometimes inaccessible (#2970)
 - Fixed a search availability issue with time zones east of GMT: for example Kuwait and Singapore.
 - Fixed issue with the combination of OAUTH, Mail, Microsoft and iCal attachments not auto adding to calendar
 - Fixed an issue with stacked availabilities on the Appointments/Availabilities by Hour by Day of Week report, make sure they only count once (#2985)
 - Fixed an issue with group appointments not counting properly on the Appointments/Availabilities by Hour by Day of Week report (#2995)
 - Fixed an issue with the 'Send Email to' option in the Workshop Roster not working (#3000)
 - SuperAdmins can now see the show my schedule button on the scheduler

<hr> [1.3.31] 2025-09-19
Added
 - Added the Assessments Summary report to the Retention report category
 - Added reverse date sort to Attendance Log Listing
 - Added Assessments tab to the student search
 - Added a new functionality for choosing a staff record in lieu of a student record for appointments
 - Added two new Student types: Staff and Alumni that are protected from deactivation by the system
 - Added a progress spinner to all drop search areas (search for students, etc)
 - Added Center column to the Workshops listing, including the ability to search by center (#2952)
 - Added a new group privilege to limit staff consultants to only see their own peer linked students in the student listing
 - Added ability to batch import staff certificates from ACTP certificate extract file
 - Added ability for stacked availabilities to differentiate recurring appointment settings per center
 - Added Visit Created by in the Visits by ?? report as an additional field to show (#2954)
 - Added new profile pref for overriding date and time changes outside the availability constraints
 - Added QR Codes for Assessments
 - Added Block These and Allow Only icons on schedule for availabilities

Changed
 - For security reasons, the Preview button for twig has been changed to send an email of the preview to the current user's email address
 - Changed the subject listing on Referral entry to only show subjects for the faculty if the current user is a faculty (#2955)
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed an issue with need for Byte Order Marker removal on import files and on previously stored headers (#2919)
 - Fixed an issue with online session notification being displayed to sysadmin that booked an appointment for another staff (#2938)
 - Fixed an issue with the notification window having an issue with visits without a start time (#2940)
 - Fixed an issue with Peer Mentor Linkages expiring
 - Fixed an issue with LogListing Sort menu (#2947)
 - Fixed an issue with changing appointment from in person to online and the URL does not update (#2953)
 - Fixed an issue with Listing sorts, unable to reverse sort (#2956)
 - Fixed an issue with Appointment status icon not updating when a KIOSK visit is logged out (#2957)
 - Sped up the query for showing staff that are currently logged in and are available to KIOSK login
 - Multiple Career Center adjustments/fixes: for Resumes, Job Postings and Reference requests.
 - Fixed an issue with Staff record saving causing Student record to be created.
 - Fixed an issue with Custom View, Base Search, NavSearch and moving to Page 2 (#2961)

<hr> [1.3.30] 2025-08-27
Added
 - Added the Jobs by ?? report for Career Center Management
 - Added Research Jobs tab to the Resume Builder tool
 - Added Links for Research Jobs to Bureau of Labor Statistics, O*NET and My Next Move
 - Added Additional Search to the Jobs by ?? report
 - Added new Module: Assessments. This allows campuses to create any assessment evaluating learning styles, study habits, or exploring cognitive abilities.
 - Added option for Peer Mentor Linkages to expire outside the Term they were created
 - Added reverse date sort to Attendance Log Listing

Changed
 - Changed max number of custom fields in a listing based on location from 100 to 200
 - Security update: not including page URL in code

Fixed
 - Fixed an issue with reserved block override status field not showing if the max students value is 0 (#2911)
 - Fixed an issue where searching peer mentors based on visit data had an issue (#2915)
 - Fixed an issue with attendance tracking for faculty prevented access (#2914)
 - Fixed an issue with Appointment Location field not updating for a stacked availability (#2912)
 - Fixed an issue with availability list selection for block or only allow showing all lists (#2913)
 - Power search after a saved search in a custom view, navigating to page 2 didn't use the power search (#2905)
 - Workshop enrollment list will show a line through the workshops that have been cancelled (#2917)
 - Workshop list of choices will show a message indicating that the workshop was previously enrolled but cancelled (#2916)
 - Fixed an issue with Mentee Search from Staff Entry (#2921)
 - Fixed an issue where editing some saved favorite reports sometimes did not load all previously-saved data (#2923)
 - Fixed an issue where, if global email settings From name is set to Campus - Center, it now gets the correct center per email (#2922)

<hr> [1.3.28] 2025-08-12
Added
 - Added Career Center Management, resume builder, job search, job postings, candidate search functionality
 - Added OIDC SSO
 - Added Sort by Consultant to Log Listing
 - Added STAFF CANCELED for Asynchronous appointments

Changed
 - Custom forms can now receive documents via custom form fields
 - Provided more limitations of twig filter functions

Fixed
 - Fixed an issue with saved searches linked to custom views (#2897)
 - Fixed an issue with required fields not being notified on custom form save (#2901)
 - Fixed an issue with upload document by staff not recomputing Work Plan completion (#2904)
 - Fixed an issue with default files types not set for custom file fields
 - Fixed an issue with wildcard not working with searching CtrNotes on attendance listing (#2909)

<hr> [1.3.27] 2025-07-30
Added
 - Added new tables for Career center including ReferenceStatements
 - Added new consultant types (Academic, Athletic and Career Recruiter)
 - Added a Retention reports submenu with new reports for custom forms: Responses, Snapshot, and Summary
 - Added an option to block students class times during student search availability
 - Added Workshop Labels as an additional field to show in the Visits by ?? report (#2876)
 - Added profile as an option for Staff Reason Specialties screen
 - Added an override date for SAGE Nothing to report Period start
 - Added a new navsearch option to loglisting to show all in progress Q2 table Visits
 - Added user name as an additional field to the Consultant Additional Detail Listing report (#2884)
 - Added new Action in student entry to allow for sending an email to request student confirm BIO
 - Added Asynchronous Appts grouped by Consultant to Consultant Supervisor Widget
 - Added a new Log Listing field option to show an indicator if a student is logged in during class time
 - Added a profile preference to prevent students from signing in during a class time
 - Added a profile preference to filter subjects by saved registration search for KIOSK Login
 - Added an option to the Initial Visit report, to instead show the most recent visit per student within the date range (#2883)
 - Added a new rare profile pref to preserve online links without converting to TracCloud location
 - Added the option to show appointment subject/course in the Students and Appointment Status Crosstab report (#2878)
 - Added a new pref for controlling the maximum vertical size of the KIOSKs and Loglistings menu for campuses large number of centers
 - Added an option for reasons and recommendations to have a maximum number of options checked
 - Added SAGE custom question options to add styling to SAGE custom questions/labels
 - Added Subject/Course/Title as an additional field to show on the Visits by ?? report (#2895)
 - Added the option to sort by date on the Average Wait Time report (#2895)
 - Added an option in the SAGE Referrals By ?? report to email each faculty their part of the report if grouped by faculty (#2881)
 - Added an option to report center selection to include inactive centers

Changed
 - Changed user interface for setting staff as a Mentor, etc.
 - Hide work visits from Staff Reason Specialties
 - Hide Processed and Followed Up from menu for Override And Resend Referral Email options when these items are hidden from entry
 - Hide Phone as a search avail filter option if Phone is not activated as a modality, hide Asynchronous if no active profile uses Asynchronous
 - Student confirm bio with regards to SMS Messages will now show a disclaimer/notification about SMS messages (required for FCC)
 - Removed "Yes: send the full message from SMS" from Asynchronous message sending
 - Added a twig processor function to handle twig from WYSIWYG text where > and < might be converted

Fixed
 - Fixed issue with new Consultant types buttons
 - Fixed an issue with the dashboard utilization dates not reflecting the search criteria actually used
 - Fixed an issue with Q2 Raise Hand on log listing not honoring only show consultants logged in to work (#2877)
 - Fixed an issue where the browser might recursively call "loadAppointmentListPanel" repeatedly
 - Fixed an issue with session timeout not working on staff entry page
 - Fixed an issue with new staff records created from faculty records not having a UUID (#2881)
 - Fixed the CSV with Totals output for the SAGE Referrals by ?? report (#2885)
 - Fixed an issue with fields being hidden on the section schedule page and the enrollment pages when attendance tracking is turned on
 - Fixed an issue with workshop label deletion
 - Fixed an issue with students not being able to delete their uploaded documents (#2891)

<hr> [1.3.26] 2025-06-27
Added
 - Added dataspinner to new search for linker tool and mentor tool
 - Internal library updates
 - Added the option to make a workshop online; the student can join from the self-enroll page (#2791)
 - Added student and visit record links to the Visits by ?? report
 - Added drop-in availability totals to the Appointments/Visits Utilization report (#2833)
 - Added a Choose a Consultant prompt preference for search availability widgets
 - Added a SurveyTrac option to email a survey after a student's 1st booked appointment during the survey period (#2866)
 - Added visit and appointment record links to the Students Visits/Appointments by ?? report
 - Added referral record links to the SAGE Referrals by ?? report
 - Added resource and checkout record links to the Resources reports
 - Added a new management report, Appointments by Assigned Advisor and Student (#2837)
 - Added a new survey option to provide a static URL (initiated via "Static survey URL") that can be used by anonymous recipients, including individuals that are not in the TracCloud system (#2782)
 - Added an option to the Class Attendance Summary report to show percentages of attendance, absences, and excused absences (#2787)
 - Added an option to the Center Schedule report to highlight availabilities with a corresponding color based on availability type (#2805)
 - Added a new system preference to allow staff menus to scroll if too tall
 - Added an option to the Registrations by ?? report to show grade group data (#2839)

Changed
 - Make Random Assignment assigns all the found students evenly to all the selected staff
 - Adjusted consultant work visit logout format for the time in displayed
 - The SurveyTrac option for in-person/online/all now has modality checkboxes for more options (#2789)
 - Allow SysAdmins to override reply to address of student batch emails
 - Moved Processed button down to bottom of floating panel of referrals
 - Changed the behavior when changing from week view to day view, automatically go to today
 - Changed the 'Nothing to Report' sage referral to automatically be processed with the current date.

Fixed
 - Fixed issues with log resource modal, when items not found the listing area does not hide itself automatically on click (#2867)
 - Fixed issue with notification for maximum number of checkbox choices chosen displaying behind the current modal (#2864)
 - Fixed an issue with Profile remove linked groups icon

<hr> [1.3.25] 2025-06-10
Added
 - Added ability to switch 1 on 1 to dropin on KIOSK login
 - Added ability to repeat a reserved meeting block
 - Added Peer Mentoring module and peer linkage tool on the Staff entry
 - Added ability for students who work as tutors to show their classes on the schedule
 - Added At Risk search to the Students listing
 - Added an additional Log in for Work preference if there is any upcoming appointment or availability
 - Added email templates to workshops, for creating email actions (such as sending a follow-up email to students that missed a workshop)
 - Added workshop name as an additional field to show in the Visits by ?? report (#2855)
 - Added Custom Forms to Student Actions menu
 - Added Custom Forms to Faculty Dashboard
 - Added ability to override recurring for students per availability
 - Added the Mentorship Activity report in the Management category
 - Added the option of using historical student term data for the Visits by ?? and Usage Snapshot reports (#2853)
 - Added a system preference for text to display when the appointment is a phone call (#2859)
 - Added sorting options to the student Initial Visits report, allowing sorting by center, consultant, reason, and/or subject (#2788)
 - Added option to depersonalize KIOSK login by not showing student name on KIOSK Sign In
 - Added batch mentor linkage button to mentor linkage tool
 - Added a new report for faculty users, the SAGE Faculty Referrals by ?? report (#2800)
 - Added the ftp export option to the Visits/Appointments Utilization report (#2856)

Changed
 - Change the import modal step 2 to allow for upload of a new file format with column changes
 - Custom fields from forms do not allow the profile from being changed or made different then the parent form

Fixed
 - Fixed an issue with CourseLists picker not showing CourseLists in the Search Appointment Links (#2849)
 - Fixed an issue with Students unable to conclude an asynchronous appointment (#2848)
 - Fixed an issue with rounding to nearest minute for adhoc appointment creation at certain zoom levels and row height sizes (#2850)
 - Fixed an issue with person's name submitted by on custom forms not always being saved with the form data
 - Fixed an issue with quick visits without a section not computing the TermID of the active term (#2851)
 - Fixed an issue with WorkPlans being marked as completed when a step has a fixed start date that hasn't occurred yet (#2852)
 - Fixed an issue with WP Assigned Staff name searches (#2858)
 - Hid some availability fields that have no purpose when the availability is a drop in
 - Fixed an issue with surveys emailed after # of visits, sometimes not connecting to the correct visit (#2843)

<hr> [1.3.24] 2025-05-16
Added
 - Added emailable and QR code links to custom form data
 - Added ability for referrals to have a special skills / accommodations field for input by staff / faculty
 - Added number of Visits per subject to the student time check
 - Added automatic processing of historical student term data 7:15am (and ability to add it to import process)
 - Added ability to enter who completed the item for referral action items
 - Added student first name and student last name as separate additional fields to show in the Visits by ?? report (#2844)
 - Added consultant linker tool for manually assigning consultants to students
 - Added a create staff from faculty tool to help create batch staff from faculty accounts
 - Added the ability to scan students for marking workshop attendance
 - Added referral sequence to the Referrals by ?? report for searching, and as an additional field to show (#2842)
 - Added ability for staff to create new outstanding appt requests
 - Add student term data historical tab (uses registrations permissions)
 - Added additional fields to show on the Payroll report, including staff standard and staff custom fields (#2827)
 - Added 'Archive' as on option on custom fields to automatically store the current value in the appropriate student term data history

Changed
 - Saving an appointment will temporarily disable tabs until the save finishes (or 10 seconds)
 - Group roster appointment status menu will not show if the status is non standard
 - Multiple sql script performance enhancements

Fixed
 - Removed multiple menu choices that should be hidden based on module preference activation (#2713)
 - Fixed an issue with KIOSK MaxStudentsActive setting
 - Fixed an issue with roster referrals causing multiple undesirable records to be created (#2845)
 - Fixed an issue with scheduler menu filter staff menu based on search field
 - Fixed an issue with notifications for tasks when no due date

<hr> [1.3.23] 2025-04-30 (Post-Conference Version)
Added
 - Added option for courselist picker to show active course lists and consultant courselists for active staff
 - Added Resolved By person to the Outstanding Appt Request entry screen (#2790)
 - Added Custom Fields to Outstanding Appointment Requests (#2798)
 - Added a warning message notification when the 'Affect All Selected and Shown' checkbox is selected for batch referrals (#2779)
 - Added an unsent indicator to the mailqueue entry when an email hasn't been sent (#2777)
 - Added Faculty Name to the referral entry for subject menu on referrals (#2778)
 - Added ability to add a menu title text to a menu option for online locations and other menus (#2785)
 - Prevent Inactive Resources from being shown when Logging Resources in the Log Resource modal
 - Added Saved Searches, Selection capability and Show these Students to the Outstanding Appointment requests (#2799)
 - Added attachments to Resource Types terms and conditions emails (#2784)
 - Added ability to embed prefixed HTML before a custom field (advanced option for Redrock)
 - Added a report option in the Students Visits Summary report to display Last Date In as an additional field to show (#2716)
 - Added an option to Resource Types to ask user to rescan the ID of the Resource after having chosen an item from a reservation (#2801)
 - Added linked Registration to twig possibilities for Visit Log Listing
 - Added ability to restrict the number of active visits per center at one time (#2628)
 - Added an option in the Usage Snapshot report to filter fields ad-hoc within the report, and to open a student listing based on the filtered results
 - Added ability for group availabilities to be restricted by special skills (#2808)
 - Added workshop options for student self-enrollment (via QR code / link), to optionally require signing a Terms & Conditions, an option to allow students to cancel their workshop enrollment, and an option to limit how many hours before the workshop starts for allowing cancellation (#2793, #2825)
 - Added Reason Category as an additional field to show in the Visits by ?? report (#2829)

Changed
 - Staff that are checking out resources may only do it for resources linked to profiles that that their user account is linked to (via the centers list) (#2781)
 - Adjusted terminology for Reserved Block Status text
 - Adjusted display of Resource logged out on KIOSK, don't show title if option is not activated
 - Log resource, items are now sorted by availability due to reservation date as well as title and barcode (most available at top)
 - Visits modality menu now replaces the simple online checkbox

Fixed
 - Reapplied ID field formatting to the Student ID on the Listing
 - Fixed an issue with Custom KIOSKs that are linked to a specific center not auto choosing the reason and subject for the visit when the student has a prescheduled appointment (#2813)
 - Fixed an issue with faculty click on student menu at the top navbar (defaults now to search all) (#2812)
 - Fixed an issue with KIOSK Login and Preference for showing consultants that have a drop-in availability and when the drop-in day is overridden (#2792)
 - Fixed an issue where if the original availability type did not include asynchronous, and an appointment was converted to asynchronous, the next save of the appointment will change the modality back to the original shown for that availability (#2803)
 - Fixed an issue where pressing enter in a course list entry as a consultant was saving and blanking the course list (#2809)

<hr> [1.3.22] 2025-04-16
Added
 - Added new Custom Form options for Wellness Check-ins and Reflective Prompts
 - Added new Student Term Data table for historical reporting
 - Added Staff / Student ID on Resource History listing and in check out record
 - Added a report option to highlight busier times in the Logins by Hour by Day of Week report and the Attendance by Hour by Day of Week report
 - Added new module TracInsights for Predictive Analysis of Student Success to the base TracCloud system
 - Added new custom field types: Push Button Radio and Multi Push Button Radio
 - Added Retention summary report for Custom Forms with new Drill-Down filtering capability
 - Added Profile preference to show Outstanding Resources on Logout
 - Added an additional option for marking as attended to split a current visit
 - Added a profile pref to show outstanding resource items on loglisting/KIOSK log out
 - Added Appointment dashboard display options for Cancel, Edit and Enter buttons
 - Added an advanced pref to block Process Activations fro campuses that do not have standard active terms
 - Added the option to export to ftp the following reports: Students Visits/Appointments by ?? and SAGE Referrals by ?? (#2794 and #2811)
 - Added day of week to the timeline for students and staff
 - Added Weekday as an additional field to show for the Students Visits/Appointments by ?? report (#2814)

Changed
 - Changed the look of various Dashboard buttons to use a modern look (Confirm BIO Calendar URL, etc.)

Fixed
 - Fixed a bug with staff alias computation
 - Fixed an issue with staff confirm bio
 - Fixed an issue with Plan Type and Work Plan type popup menu buttons scrolling with the page (#2774)
 - Fixed an issue with SAGE Referral submission with override and Resend Emails (when no email type is chosen) (#2775)
 - Fixed an issue where document notes should contain < and > characters - prevent stripping of the text out (#2776)
 - Fixed an issue with the time check footer message not being displayed when time check required is None
 - Fixed an issue with online appointment url blank and iCal attachment computes a tiny url for it
 - Fixed consultant summary email to include asynchronous appointments (#2802)
 - Fixed action -> upload document notes to include < and > symbols
 - Fixed an issue with the courselist chooser not using the search criteria

<hr> [1.3.21] 2025-03-25
Added
 - Added ability to add Custom Automations to the Quick Student modal for creating new student records
 - Added the option to enter a date range for the Visits/Appointments Export
 - Added a new system preference to allow KIOSK Logins to show the Reasons grouped by their associated Categories
 - Added ability to adjust font and styling for search availability results for Consultant, Time, and Location (generally to allow them to be bigger)
 - Added a SurveyTrac recipient email Twig tag Survey.URL to allow users to customize the survey link text (#2753)
 - Added the average logins per day on the Logins by Hour by Day of Week report (#2752)
 - Added new custom field type imagepopfield
 - Added 'Run Favorite Report' to the TracFlow step options
 - Added Show Active Only to the registrations sublisting on the student entry page
 - Added the Class Attendance report and the Class Attendance Summary report
 - Added Term Code as an additional field to show in the Students Visits/Appointments by ?? report (#2756)
 - Added a new Modality for appointments: Phone, also user can now choose modalities in the search widget
 - Added Location to the search widget functionality
 - Added new preferences to availabilities, they be blocked from certain students and allowed for other students using lists
 - Added new preference to availabilities, override the missed status to set the appointment to during night calculations when the appointment is not attended
 - Added a button to staff entry to open the group entry for the chosen primary group of the staff
 - Added ability to select and show selected group records on group listing
 - Added ability change field values for group records
 - Added Copy and Paste to Change Field Values modal
 - Added Appointment Meeting Type and Visit Meeting Type to the Appointments/Visits Export as additional fields (#2764)
 - Added Availability badges to be linked specifically to phone availabilities (#2766)
 - Added custom real time formatting and custom formatting for columns for Custom Views
 - Added a new Appointments by Hour by Day of Week report in the Students category (#2765)

Changed
 - Added Reasons to the Previous Visits tab list of previous visits by that student (#2747)
 - Default 1st choice for consultants list on search availability widget is now named 'all available'
 - The Visits by ?? report can now optionally be exported to the ftp server
 - For reports, the In-Person/Online drop-down menu option has been reworded to Meeting Type, to accommodate the newer Asynchronous and Phone meeting types. The Online additional field is also reworded to Meeting Type, and will display the meeting type, rather than yes/no for online.

Fixed
 - Fixed an issue with when a Power Search is compounded onto a previous standard search not working (#2745)
 - Fixed an issue where the online link to appointments was still available after the appointment started in a search availability result (#2746)
 - Prevent Custom view names to have apostrophes in their Names (#2750)
 - Fixed a rare issue regarding default modality of search availability widgets (#2754)
 - Fixed an issue with some reports to successfully allow grouping by student flag information
 - Fixed issue with duplicated staff records not recomputing the special alias field (#2755)
 - Fixed an issue with the class schedule showing recently dropped registrations for student schedule (#2751)
 - Fixed an issue with stacked availabilities and overridden single date block
 - Fixed an issue with workshop student self-enrollment, preventing staff or faculty with linked student accounts from using the QR code/link (#2769)

<hr> [1.3.20] 2025-02-20
Added
 - Added ability to have a custom kiosk for all centers accessible via static QRCode (#2712)
 - For student-related reports, student Flag Information is now searchable, and available as an additional field to show (#2710)
 - Added Receive SMS Alerts as an additional field to show in the Student Fields report (#2718)
 - For reports that use a secondary time frame choice (Usage Snapshot Date Comparison, Appointment Slot Utilization Date Comparison, Survey Response Rate Comparison), the secondary time frame now has a new 'Comparison to Previous Year' option, which allows automated reports to regularly compare the first-selected date range, to the same range of the previous year
 - Added the resource image to the resource reservation modal on the dashboard for students
 - Added to the Outstanding Appointment Requests report an option to show resolution info (Resolved by, Resolved Date, Days to Resolve)
 - The Student Search Availabilities report will now report on the number of availabilities found per search (#2648)
 - Added a Batch Enroll Students option to the Workshop roster tab (#2732)
 - Added ability to randomize similar search availability results
 - Added ability to track attendance in certain sections
 - Added ability to utilize TracFlow Queries in TracFlow automations
 - Added an optional Workshop Notification to Student field, which displays on the student self-enrollment page; html and twig fields are allowed
 - Added ability to allow staff to view documents / surveys from the dashboard
 - Added the Payroll Report option to insert a page break between each consultant when using the Show Daily Payroll Hours report option (#2738)
 - Added a name filter filter for workshop rosters
 - Added ability to continuously send a reminder on a success plan step repeatedly until the step is completed or expired (#2730)
 - Added navsearch options for searching for students based on emails sent to students (batch_email or email)

Changed
 - Adjusted consultants list on KIOSKs to ignore the current user if consultant as a default choice (moved to the top of the list) (#2717)
 - Changed the way Appointments link to Sections on Views
 - Added Student ID to Appointment Listings (if user is allowed to view Student ID)
 - For workshop enrollment, if the student search is filtered by a non-enrolled section, workshop enrollment is open to all students (#2731)
 - For workshop student search on the roster tab, you can now search students by email address
 - The Workshop Description field now allows html and twig fields
 - Time check buttons for all profiles are now showing if they have been activated for time check

Fixed
 - Adjusted the staff course list menu to show only active courselists and their own as choices (#2715)
 - Fixed an issue with search availabilities showing double titles when several days of no availabilities is retrieved (#2727)
 - Fixed a modal scrolling issue with edit dates on appointment entry (#2733)
 - Fixed an issue with non Static QR Codes for KIOSK change of code emails being set (#2736)
 - Fixed an issue with center color flags not being drawn on search availability results
 - Fixed an issue with copy email address to clipboard (#2739)
 - Fixed an issue with Process Scans button reappearing too soon before the scan job is finished (#2740)
 - Fixed an issue with Add to Roster for online appointments only not preserving online location (#2743)
 - Fixed an issue where time checks were including table visits (#2742)
 - Fixed an issue with a group having a default view and attempting a powersearch on the non-default view (#2735)

<hr> [1.3.19] 2024-01-08
Added
 - Added ability to auto log a student in at KIOSK if single record found on ID or ID2 match occurs
 - Added an option to the Visits/Appointments Export to not convert the single-quote character to SINGLEQUOTE (#2674)
 - Added new group option for student entry views: Brief with Save
 - Added two new workshop reports: Workshops Roster, and Students Workshops Attendance
 - Added option to save availability blocks (red blocks) to prevent canceling overlapping appointments
 - Added new standard search functionality to search history menus in the listing screens
 - Added an option for preventing KIOSK QRCodes from being clickable
 - Added resource collateral as an additional field in the Resources Listing report (#2691)
 - Added confirmation/cancellation/reminder email options to Workshops
 - If a user, with a favorite report with group access, is reassigned to another group, the favorites listing will indicate so (#2693)
 - Added total visit records count to Center Visits widget for students on main menu
 - Added a duplicate staff user name check when duplicating a staff record from the staff listing
 - Added an option in Workshops to add a linked consultant or faculty
 - Added additional group restrictions from viewing student timeline emails, extra details, and appointment searches (#2687)
 - Added searchable fields to Staff listing: 'is Bio Confirmed' and 'Do Not Show on Schedule' (#2617), allowed to be accessed by change field value
 - Updated the Profile Detail report with newer group settings
 - Added Location field to Workshops, also added location and linked consultant/faculty to workshop reports and email twig tags
 - Added a Workshop option to create a QR code and link, for students to self-enroll in a workshop
 - Added ability to relate multiple courses together so that courselists can auto-add the related courses
 - Added twig tag preference that can display student info in outstanding appointment request form
 - Added group pref that provides the ability to restrict saving changes to own availabilities and appointments
 - Added a Workshop option to set maximum enrollment
 - Added ability to search outstanding requests by this semester as a standard search (#2706)
 - Added ability to give a standard staff the group permission to create student records
 - Added ability to edit / view join information on dynamic list queries
 - Added a Workshop option to manually lock enrollment, or to auto-lock enrollment on a specific date and time
 - Added a Workshop option to send surveys from the workshop roster

Changed
 - For the Students Visits Summary report, user can now optionally choose to show active students without visits, or all students without visits (#2665)
 - For the Visits by Assigned Advisor and Student report, the option to 'include students without visits' now includes students that don't have visits within the date range, but may still have visits outside the date range (#2681)
 - Default duration is now honored for out of slot times when the duration allows for no conflict (#2685)
 - Recompute visit field isSchedDuringClass when the visit is saved from an entry form (#2692)
 - Asynchronous appointments are now sorted more recent at top to older at bottom
 - Revamped the Workshops roster listing, for updating enrollments to attended/missed/canceled/enrolled, or to delete an enrollment
 - Updated Workshop reports to reflect updated enrollment status of enrolled/attended/missed/canceled

Fixed
 - Fixed an issue with Search modal and related record searching and add to selection functionality
 - Fixed an issue where uploading a document with Student Dashboard Document checked was not appearing for students (#2677)
 - Fixed an issue with Student BIO fields not shown when Prospective Student option is turned off (#2678)
 - Fixed an issue with a center linked to a dynamic student list causing search widget to have issues (#2680)
 - Fixed an issue with some reports where grouping by a custom field wouldn't always work (#2690)
 - Fixed an issue with availability reserved blocks checkbox 'Do NOT Cancel any intersecting appointments' not hiding properly
 - Fixed an issue with not being able to delete an attachment from an email template (#2689)
 - Fixed a minor issue with batch SI scans with students multiple registered courses in the same term (rare and unlikely) (#2694)
 - Fixed an issue with android menus disappearing when scrolling down the page
 - Fixed an issue with consultant id being reset to zero after consultant confirmation completed on a WorkPlan (#2695)
 - Fixed an issue with consecutive appointment calculation with same consultant (#2698)
 - Fixed an issue with the Logins by Hour by Day of Week report when searching by consultant subject specialty (#2647)
 - Fixed an issue with double clicking on button to add a student to a standard list (#2708)
 - Fixed an issue with adding students to a list that could generate duplicate assigned-list data (#2707)

<hr> [1.3.17] 2024-10-18
Added
 - Added SAGE Additional Notes to available twig tags
 - Added search active checkbox to the sections listing
 - Added an option in the Visits by ?? report to group by week; this uses the general preference of default start day for the calendar, to determine the start of each week (#2621)
 - Added Collateral to Resources listing search
 - Added Meeting Type as a grouping option in the Students Visits/Appointments by ?? report (#2652)
 - Added DashboardStatus twig tags for Success Plan and Work Plan emails
 - Adjusted formatting of field for Reservation of Resources lead time
 - Added ability to disable notifications for a particular group
 - Added ability to enter HTML into Resource Terms and Conditions notification (#2663)
 - Added a new Workshops Overview report
 - Added an option in the Visits by ?? report to group by month (#2668)
 - Added CreatedByUserName to Batch Visits as well as Regular visits

Changed
 - For the Center Schedule report, if Show Consultant Email is selected, and output format is CSV Raw Data, the consultant email will appear in its own separate column (#2643)
 - For the Students Visits Cleanup Data report, the appointment status selection list now uses the profile pref for appointment statuses to choose from (#2656)
 - Referrals listing on dashboard now have a maximum height with a scrolling panel
 - Moved availability/appointment-related reports from the Management category to a new Scheduling reports category
 - Removed KIOSK Login / out options if the custom field is not for Visits, Students, or Appointments
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed cleanup of deleted courselists: remove old course list item lines
 - Fixed cleanup of deleted staff: removed old specialties
 - Fixed an issue with Find Duplicates on Attendance listing when finding based on Date Entered
 - Fixed an issue with editing saved favorite reports, where sometimes it fails to load the report modal (#2633)
 - Fixed an issue with SurveyTrac conditional questions, where certain types of conditional questions were disabled unless "Display unmet conditional questions as disabled" was checked (#2646)
 - Fixed Resource Status searching on Resources listing
 - Fixed Wildcard searching on Resources listing
 - Fixed an issue where timeline items for appointments could be duplicated when multiple documents are associated with an appointment (#2658)
 - Fixed an issue with the wording of a timeline item for visits that auto terminated after a certain number of minutes (#2657)
 - Fixed search selection searches when the previous search utilized the search form for related records (#2651)
 - Fixed an issue with the Center Schedule report if Online Only is selected and Show Location is unchecked (#2660)
 - Fixed a schedule loading issue when switching back and forth between account types repeatedly (#2649)
 - Fixed an issue with new custom fields not showing on SI Batch Visit entry screen unless all the settings are set (#2661)
 - Fixed an issue with Registration Activation by List when the List uses Registration criteria
 - Fixed an issue with select found availability blocks (#2662)
 - Fixed an issue with the payroll report, where choosing 'Round individual visits first' may calculate time incorrectly (#2664)

<hr> [1.3.16] 2024-09-18
Added
 - Added section custom fields to the SAGE Referrals by ?? report as additional fields to show (#2631)
 - Added ability to specify a lead time needed before a resource reservation can be made (in days, hours minutes) minimum lead time needed
 - Added Processed Notes to Referrals listing (#2635)
 - Added new SAGE delete referral preference to Group: own, all, none (#2634)
 - Success Plan confirmations show instructions on dashboard (#2629)
 - Added Resources due Arbitrary to import fields list
 - Added more options to SurveyTrac conditional questions (initially hidden or initially grayed-out and inactive, alphanumeric numbering options), reports updated to reflect those adjustments

Changed
 - Now showing the Search Appointment Links (QR Codes) subtitle additions when a student scans the QR Code and the code is not shown on dashboard (#2626)
 - Activate / deactivate centers now log the change to the audit log record for that center (#1084)

Fixed
 - Fixed an issue with announcements linked to student linked to dynamic lists (#2618)
 - Fixed an issue with batch assigning success plans and work plans auto-choosing the term code (#2623)
 - Fixed an issue with faculty groups that only allow brief student entry not being able to see the list of students in a course when clicking on the course in the dashboard (#2624)
 - Fixed an issue with announcements linked to a dynamic query that are blank causing an issue with the dashboard.
 - Increased speed of search availabilities query and KIOSK subjects query
 - Fixed an issue with saved group searches not being accessible to certain users (#2636)

<hr> [1.3.15] 2024-09-04
Added
 - Added 'Appointment Has Document' as an additional field to the Students Visits/Appointments by ?? report
 - Added Staff Supervisor and Position or Title fields to Staff records
 - Added the option for the Work Plans report to select centers, to narrow consultants by linked center(s) (#2600)
 - For the Resource Utilization report, added the option to include the email of the student/staff that checked out the resource (#2603)
 - Added found record count to students entry -> Visits, Registrations and Assigned Success Plans
 - Added Reasons custom fields as additional fields to show for the following reports: Initial Visit, Student Visits/Appointments by ??, Usage Snapshot, and Visits by ?? (#2610)
 - Added ability to export Availability listing to CSV file (#2614)
 - Added ability to show a calendar icon on Visit Log Listing when visit is linked to a pre-scheduled appointment
 - Added ability to show student photo for a staff if staff is linked to a student and the staff photo is non-existent (#2612)
 - Added a profile and groups list submenu to the Profile and Groups menus for quicker access to profile and groups entry

Changed
 - Prevent save button from being displayed to Students on old appointments
 - Adjusted list of staff that shows for assigned supervisor for work plans: now shows all active staff (not just consultants)
 - Adjust SI Batch code default expiration date to 4 weeks after the date of the batch visit
 - Adjusted immediate cancellation code when an availability is created that overlaps appointments but no center defined (#2608)
 - Adjusted timecheck units to reflect required time units
 - Sped up the search form for related records by count for Students -> Appointments and Visits.
 - Send SMS Button on Log Listing only shows if the student has opted in to receive text alerts

Fixed
 - Fixed an issue with search availability QR Codes images not working properly with SAML (#2582)
 - Fixed an issue with saving a center causes the center to potentially be added to the group privs multiple times (#2598)
 - Fixed an issue with Profile Reason show Active for a specific center or for all centers (#2599)
 - Fixed an issue with Search Availability Links via QR Code might not show Subtitle Additions properly (#2607)
 - Fixed Recalc these Registrations such that it will recalc all found pages of registration records (not just the current page)
 - Fixed an issue with fitness center day pass with auto registration expiration by number of days not working (#2609)
 - Fixed an issue with success plan steps not showing the confirmation notification to the consultant
 - Fixed an issue with student search - remove from previous selection when no records found (#2613)
 - Fixed an issue with availability listing, certain search fields referenced appointments or visits (#2615)
 - Fixed an issue with Q2 Raise Hand not showing profile custom fields (#2616)

<hr> [1.3.14] 2024-08-06
Added
 - For the Q2 Visits report, added the option so show, and search by, Q2 table name; also added these options to the Visits by ?? report, as well as the option to group by table name (#2547)
 - Added another time format for visit information display (#2552)
 - Added ability to use a center and staff choice in search availability widgets
 - Added ability for Custom Field Headers to be linked to a center (#2562)
 - Added non-duplicated availability hours to the Appointments / Visits Utilization Report (#2564)
 - Added on option to the Consultant Specialties report to show subject specialties that are linked only to active registrations (#2505)
 - Added search options to the favorite reports submenu - search by title, and/or show only own favorite reports (#2561)
 - Added a new system preference for HTML header text for Generic All KIOSKs
 - Added internal preference for maximum search availability widgets
 - Added the option in the Visits by ?? report to email each consultant their part of the report if grouped by consultant (#2563)
 - Added section custom fields to the Visits search category in Additional Search for reports (#2572)
 - Added Student Flag icons as an option for the Log Listings and KIOSK Listings (#2575)
 - Added an option to the Visits/Appointments Export to also include visits that were modified within the selected date range (this option limits the export to 31 days)
 - Added conditional questions to SurveyTrac, that will appear depending on the answer(s) to other question(s) (#2041)
 - Added the option to the Resources Listing report to optionally show future reservation information (if one of the reservation additional fields is selected)
 - Added Collateral to Resources listing (#2567)
 - Added option to allow Resource Returned Confirmations (#2568)
 - Added the Appointments/Availabilities by Hour by Day of Week report option to search by reason (#2566)
 - Added the option to choose This Week or Last Week for dashboard status charts (#2579)
 - Added the Center Schedule report option to show availability notes (#2580)
 - Added Section Code as an additional field to show in the Visits by ?? report
 - Added ability to specify a student dashboard document prior to upload (#2590)
 - Added ability for search appointment link subtitles to have HTML code (#2593)

Changed
 - Hide 'Report unable to find an appointment' button until the user has searched for an appointment (#2549)
 - Improved report security, based on group settings and user type, per report
 - In the Appointments Export csv file, there were two column headers titled 'Status' - the appointment status header has been changed to 'ApptStatus'
 - SAGE Referrals with Roster Annotation enabled will now follow Faculty group permissions (#2588)
 - Staff and Student local account lock button is not shown on new records, it is only shown after record is saved (if preference for local lock is set to allowed)

Fixed
 - Fixed an issue with work visit restrictions not honoring campus / profile time zone (#2542)
 - Fixed an issue where, if the preference to email reports as an attached file is set, some reports were attached with the wrong extension (#2545)
 - Added isSchedDuringClass and isSchedDuringClassID to custom data for Appointments
 - Fixed an issue with save student records and saving custom field data on newly imported records (#2551)
 - Fixed an API linkage between Survey Responses and Students (#2554)
 - Fixed ability to find duplicate students by email (#2560)
 - Fixed the CSV with Groupings/Totals option in the Visits by ?? report (#2574)
 - Fixed an issue with computing the recurring appointments to be sent a cancellation email (when one or more future appointments) (#2584)
 - Fixed an issue with computing the recurring dates for twig functionality (when one or more future appointments) (#2583)
 - Fixed an issue where during KIOSK logout and the validation fails but a survey has caused the continue button to be hidden, reshow the continue button (#2585)
 - Fixed an issue with Concluding an Asynchronous session (#2589)
 - Fixed an issue with custom fields not yet set as 'not for consultant' (#2592)
 - Fixed an issue with local password reset - rejected due to strict comparison (#2595)

<hr> [1.3.13] 2024-06-21
Added
 - Added a group privilege for SysAdmins to ignore required fields
 - Added the new Documents report (in the Management category)
 - Added student user name as an additional field in the Students Visits/Appointments by ?? report (#2512)
 - If the Visits by ?? report is showing a summary view with groupings, total unique students are now included per grouping
 - Added Date Entered to additional fields in the Visits by ?? report (#2515)
 - Added online to custom KIOSK options (#2521)
 - Added the preference option to send a password reset on the student record, or from the login page (#2504)
 - Added student user name as an additional field to show in the Visits by ?? and Student Fields reports (#2527)
 - Added the preference option to allow a staff to request a password reset email from the login page (#2504)
 - Added the SurveyTrac option for an emailed survey link to expire after # days (#2511)
 - Added advanced pref for multiple days on search availability
 - Added print button to search availability
 - Added search avail link twig name override and subtitle
 - Added a new option to the Usage Snapshot report, to show tallies on multiple-checkbox visit custom fields (#2531)
 - Added Sort by Reason to the Log Listing sort options (#2541)
 - Added ability to use barcodes for QRCode Batch Visit logins

Changed
 - Enlarged search availability modal
 - Student BIO Link prompt adjusted visually so the long URL is not displayed

Fixed
 - Fixed an issue with Linked Custom Fields to Centers, not being able to assign it to a particular center (using new interface) (#2509)
 - Fixed an issue with the Reasons menu not being sorted by SortCode in Visit Entry (for Quick Visits) (#2510)
 - Fixed an issue with send emails to Students having an issue when the staff user does not have a valid email address (#2508)
 - Fixed an issue with batch activation and deactivation of Reason specialties in the Profile entry screen
 - Prevent stacked availabilities from being hidden when hide unavailable is checked (#2516)
 - Fixed an issue with prospective student creation on loglist when enter key is pressed (#2523)
 - Fixed sorting on custom field listing (#2520)
 - Fixed issue with quotes in section titles when choosing a section for batch visits and group roster add multiple (#2525)
 - Fixed an issue with radios choices not saving in repeating groups (#2522)
 - Fixed format of message for prevent student booking between times (#2524)
 - Fixed a minor issue with auto choosing a reason on login when multiple choices set but only 1 reason available (#2528)
 - Fixed a few issues with system and profiles prefs not showing the save button automatically when a change is made (#2526)
 - Fixed issue with Resources Listing change field values (#2540)

<hr> [1.3.12] 2024-05-28
Added
 - Added appointment search to most appointment-related reports, and appointment custom fields to grouping options in the Students Visits/Appointments by ?? report
 - Added ability to link Terms and Conditions to Student Lists
 - Added ability to set Custom Views to be the default view or the only view for a table
 - Added ability for students to upload a photo during confirm bio process
 - Added additional checks on Student entry looking for duplicate values in Barcode, ID, Other_ID, and UserName (#2481)
 - Added the option for reports Additional Search to search by Student Other Status
 - Added LastImportedDT field to the Registration Listing nav search (#2480)
 - Added Multi-Data Check for TracFlow task Trigger Conditions
 - Added Log Resource KIOSK option
 - Added arbitrary return dates to resource checkouts
 - Added Resource Image to Log Resource Modal
 - Added custom fields to the Appointments Listing power search (#2478)
 - Added Resource reservations by date functionality
 - Added ability for students to search the resource widget for making reservations for items
 - Added Custom fields to the entry and to searching to the Availabilities and Documents tables
 - Added Custom field searching to Resources listing
 - Added All tables custom fields to be able to be imported
 - Added a new json lookup 'availstaff' for looking up staff that are available during a time period
 - Custom menu fields may now use JSON lookups and twig code to reference the menu items to be displayed
 - Faculty can now see tasks widget and create and assign tasks to their students
 - Added the option to upload documents to surveys (Document Upload is a new question type)
 - Availabilities have a new option called Stacked Availabilities for cases where a consultant needs to be available in multiple centers at the same time
 - Custom Fields may now be grouped together in custom groups.
 - Groups may now have repeating values acting as subforms.

Changed
 - Added more areas where recomputation of the cached Appointment display occurs when appointments are modified
 - Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default and the minimum value for this pref
 - Custom fields have been moved to their own listing - giving more flexibility when working with a larger number of custom fields
 - Appointment listings now honor 'own schedule' group preference, save button honors scheduling restrictions for appointments

Fixed
 - Fixed the sort capability in the label header for Students listing
 - Fixed an issue with 'Search Active Only' not being implemented after searches (#2490)
 - Fixed an issue with dragging upwards to create an availability / appointment block on the schedule (#2491)
 - Fixed issue with consecutive asynchronous appointments not being blocked by consecutive appointment rules (#2492)
 - Fixed an issue with Visit Notes email not using the campus time for email creation (#2494)
 - Fixed an issue with auto-assigned incrementing IDs for new students (#2501)
 - Fixed an issue with sending a password reset code email (#2503)

<hr> [1.3.11] 2024-04-30
Added
 - Added database fields in preparation for allowing SAGE SMS notifications
 - Added the Resources Listing report
 - Added the option to search by profile for the Resource Utilization and Resources Past Due reports
 - You may now double-click on the Reason type in the reason picker chooser to choose it
 - Added Reports Access to group settings to manage reports permissions (full access, limited access (no additional fields and/or custom fields), or no access, per report)
 - Confirm and Reminder emails now have an option to set Reply To as Consultant
 - Added Custom Appointment recurring date options
 - Added visit time totals for the Visits by Faculty and Subject report (the Show Summary Report option includes these totals)
 - Added new group privileges to prevent access to batch visits
 - Added Copy Link as an option for public / admin docs
 - Added the option to show work visit notes in the payroll report (#2446)
 - Added the option to show unattended sessions in the SI Session Listing report
 - Added power search options to the Tasks listing (#2472)
 - Added selection options to the Tasks Listing (#2472)
 - Added more details to the Outstanding Request description in the notifications (#2471)
 - For the Survey Responses report, a new additional field has been added to show Days to Respond (#2473)
 - Added minutes and hours options to max appointment rules regarding number of appointments in # minutes or # hours
 - Adjusted max consecutive appointment rules query (per profile) (#2462)
 - Added batch create for Prospect Requests

Changed
 - The Load more button on search availabilities is colorized to be more noticeable
 - Adjusted the sort order of the Queue Listing (#2466)
 - Appointments with multi-slot booking check each duration to determine if the slot duration is available prior to saving the appointment (#2470)
 - If the Show Inactive Resources option is checked in resource reports, a column will be added to the report to distinguish active from inactive resources
 - Increased the speed of the appointment display on the schedule by pre-computing the display text on appointment save
 - Adjusted top and bottom margins for custom fields used as header titles

Fixed
 - Fixed an issue with resource being checked out until x days before end of semester when x was left blank (assume 0)
 - Fixed an issue with the Send button on mass emails being visible when the subject and content of the email are blank
 - Fixed an issue with Asynchronous appointment status of Missed containing extraneous characters (#2467)
 - Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was not active (#2469)

<hr> [1.3.10] 2024-04-16
Added
 - Added a new Block Type = Meeting and Added the this meeting to populate the calendar URL for staff
 - Added an option for multicheck custom fields to have a maximum number of choices
 - Added the bar chart option to the Average Wait Time report (#2427)
 - Added some additional options to the Usage Snapshot report, for sorting the data and choosing which data set to chart (#2438)
 - Added ability to prevent a staff from logging in to work from off campus if restrictions are imposed (#2436)
 - Added ability to expand the consultant work login to use as a Work KIOSK
 - Added "Learning Specialists" to "Name for Consultants" options (#2444)
 - Added new Prospect Request feature for sending a secure link to a Prospective Student
 - Added +7 days to the default timeline on students and staff
 - Added Availability Blocks to the list of tables that may be accessed
 - Added duplicate staff button to the staff listing for creating new staff records based on existing staff
 - Added send 2nd reminder email to the Profile Email preferences
 - Added ability to set the due date for a checked out resource to be the end of the active term (minus x days)
 - Added Subject Title Faculty as a new display option for courses (#2448)
 - Added 'this semester' to the Attendance Listing (#2453)
 - Added 'Standard View' as an option to navigate to when viewing a Custom View (#2450)
 - Added an option to require consultant on KIOSK Logout of Visit (#2447)
 - Added Visits.CustomData/isLoggedDuringClass for work visits when the Staff is linked to a Student
 - Added new copy file operation to batch for copying a file from admin-doc to ftp
 - Added a group restriction to prevent viewing grades on registration records
 - Added reports implementation of the group restriction to prevent viewing grades
 - Increased the length of the Location and Online URL fields to handle very large URLs (ie Teams)
 - Announcements can now be time-sensitive, DAY (of week) sensitive and Profile dependent
 - Added a new global system pref for allowing appointments to be moved over slots that contain missed appointments
 - Added Resource as an additional location for Custom Fields to appear
 - Added a profile preference to prevent an asynchronous appt message from being composed and appt to be re-opened after the appt is concluded (#2425)
 - Added to SurveyTrac multi-checkbox questions the option of setting max number of choices (#2445)

Changed
 - Changed the display of System Prefs -> Custom Fields. A Location and Profile menu may be used to filter which fields are shown
 - Prevent Availabilities form using Centers or Reasons that a Staff is not linked to (#2439, #2437)
 - Added additional options to the Usage Snapshot Report (#2438)
 - Prevent Custom KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
 - Faculty course list on dash sorts the courses by the active registrations, those with none will appear at bottom in grey text

Fixed
 - Fixed an issue with search availabilities from Roster Referral not working (temporary issue #2422, #2424)
 - Fixed an issue with Q2 'Bump to top of list' choosing a time too early (#2423)
 - Fixed an issue with twig for email address(es) to properly handle line breaks (#2432)
 - Fixed an issue with Show these Registrations from Students listing when the shown is is based on a static list (#2442)
 - Fixed an issue with SI Batch Visit Entry -> Select All not updating the text that displays the number of selected records
 - Fixed the scheduler headers to stay fixed at the top of the page
 - Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
 - Fixed an issue on Modal Search allowing for custom fields to work properly
 - Fixed an issue with duplicating surveys with a question that contains an apostrophe (#2456)

<hr> [1.3.9] 2024-03-14
Added
 - For the SAGE Referrals by ?? report, added the option, when grouping by assigned consultant, to email each consultant their grouped portion of the report (#2372)
 - Added the option in reports to search for 'blankornull' (#2411)
 - Added the new Search Appointment Link feature for allowing students quick access to a search for appointments option
 - Added a new report to the Students category, Visits by Week by Center (#2209)
 - Added new options for text to display when appointment is online or asynchronous (#2416)
 - Added new Resource Management tab to System Preferences

Fixed
 - Fixed an issue where auto-logged-out visits weren't sending any surveys that were set to be initiated by visit conclusion
 - Fixed an issue when sorting visit listings when visit is set to Waiting (#2417)
 - Fixed an issue when the KIOSK login time rounds to nearest x minutes, and immediately logging out might create a negative duration (#2414)
 - Fixed an issue with Moving Appointments and/or searching for Availabilities when only 1 reason to choose (issue was very brief in appearance)
 - Fixed an issue where All Staff blocks that were overridden on a specific day might still block that day (#2418)
 - Fixed an issue in Staff Certifications where sorting by name was not available (#2421)

<hr> [1.3.8] 2024-03-07
Added
 - Allow user to raise Q2 student's hand via Other ID (#2366)
 - Added Section.Title override field to allow sections to override the typical Course.Title
 - Added a View My Schedule button on the scheduler for Consultants to quickly switch back to their own schedule (#2370)
 - Added the Show Summary Report option to the Visits by Faculty and Subject report (#2265)
 - Added an option to the Survey Responses report to sort by consultant or student, besides recipient (#2278)
 - Added additional security recNums tags to all references to q2Config entry pages
 - Added an option to show faculty name/email in the Consultant Specialties by Subject report (#2330)
 - Added a new Manual Badge feature that allows Availabilities to be linked to an Availability Badge (#2376)
 - Added ability for Custom Fields to be sortable in Custom Views (#2382)
 - Added 'semester' button to Search Students modal to quickly fill the dates with current active term dates (#2374)
 - Added an option in the Survey Responses report to automatically send an email to each consultant, containing their portion of the report data (#2380)
 - Added Terms and Conditions to ResourceTypes that may be initialed and then optionally emailed to the Recipient when the Resource is checked out
 - Added a menu option in the faculty listing for sending a survey to the current list of faculty
 - If the system preference is set to mark visits that were logged in during a scheduled class time, the Visits by ?? report can now report on that data, as well as the option to only show those visits (#2392)
 - Added the Average Wait Time report within the Management section (#1266)
 - Added option to add up to 2 custom fields to the Certification listing (#2396)
 - Added ability to prevent duplicate certification types from being created (#2394)
 - Added certification custom fields to the Consultant Certifications report as additional fields to show (#2395)
 - Added hyperlinks to the Asynchronous messages that refer to documents (#2400)
 - Added the Survey Response Rate Comparison report (#2243)
 - Added the option to group by consultant custom fields in the Visits by ?? report (#2401)
 - Added student search fields to the Logins by Hour by Day of Week report, and student and visit search fields to the Attendance by Hour report (#2402)
 - Added 'Save and Close' and 'Save and New' to Resources entry (#2405)
 - Added ability for faculty to create Success Plans if faculty group is given permission
 - Added a new Maximum Appointment rules failure message preference to be displayed to Students Only
 - Added a new table access group preference for giving access to the Appointments listing while controlling access to modifications of appointments

Changed
 - Auto assign TermID to Visits in Quick Visit save visit (#2368)
 - Logging Resources In / Out does not show Inactive items
 - Constrained the Listing pages for Visits, Documents, Referrals, Survey Responses, Appointments, Assigned Success Plans when the user's group has a student list constraint
 - Added same listing constraints for Custom Views for the same tables
 - When duplicating a SurveyTrac survey, the copy is now automatically added to the current user's permission group access (#2379)
 - Favorite Reports Management in global Preferences now has broader owner reassignment, especially for favorites created or duplicated by the logged-in sysadmin (#2173)
 - When Centers are moved from one profile to another, the linked available Reasons are cleared (#2381)
 - Restricting the Visits on the Listing to a Student List now allows work visits not linked to a Student to be shown (#2388)
 - Adjusted the Resources screen to utilize two separate listing windows for Resource Types and Resources
 - Resource listing now has a selection option with associated menu and also a change field values option
 - Students listing has been modified to prevent Faculty from batch assigning Registrations to Students
 - Default search for Attendance Listing and Appointments Listing is now 'month'

Fixed
 - Fixed issue saving Terminate Visits CC Email (#2365)
 - Fixed some of the Find Duplicates fields so they can be expanded after the initial find (#2378)
 - Fixed twig tags for Resource Overdue preview (#2387)
 - Fixed an issue with twig tags not displaying in Visit Duration Warning Message (#2385)
 - Fixed assigning batch certifications after the staff is sorted by center (#2397)
 - Fixed an issue with the Registrations by ?? report, to properly show all registrations when 'Show all registrations' is selected (#2404)
 - Fixed a rare instance of clicking on a Visit in the LogListing causing Q2Config entry to open up (#2410)
 - Fixed an issue with Day Summary on the Schedule not able to allow items to be clickable when Work Visits are shown
 - Fixed an issue with custom fields linked to a center not correctly shown in appointment when 'start on new line' is checked (#2413)
 - Fixed an issue with Center choices not loading when re-opening a custom field linked to a Center (#2412)

<hr> [1.3.7] 2024-01-30
Added
 - Show Subject/Course for all students found in Add Multiple to Class Roster option
 - Added Term Code to sections list when creating a Quick Visit for a student (#2323)
 - Batch assign work plans to Staff (#2327)
 - Added ability to edit the query and query params for a Dynamic List (#2319)
 - Added an option in the SI Comparison report to show standard deviation for mean final GPA comparisons
 - Added an Edit Student button to the Visit Entry page (#2334)
 - Added the option to include consultant custom fields in the Visits/Appointments Export, as well as the option to select student visits only, student and work visits, or work visits only, for the visits export (#2321, #2326)
 - Added the option to search by pay code in the Consultant Additional Detail Listing payroll report (#2349)
 - Added the option to sort by Percentage Completed (high to low, or low to high) in the Success Plans and Work Plans reports (#2346)
 - For the SAGE Referrals by ?? report, showing completed actions now includes dates and notes (#2353)
 - Added ability for Work Plan emails to go out in the mornings (#2354)
 - Added 'Required' option to SAGE Custom Questions

Changed
 - Removed Power Search option from Audit log listing (#2322)
 - Show in person location on popup information for availability
 - Account for Center Specialties when listing subjects for a search availability widget when linked to certain centers (#2318)
 - Deactivated Sections that are linked to an Appointment are now visible in Appointment entry menu choice (#2333)
 - Adjusted the default template for Success Plans (#2336)
 - When the clicking the Appointment.SchedVisitStatusIcon link, the Appointment will be adjusted to attended (#2337)
 - Changed the default for loglisting records to 20
 - Referrals Listing for Admins now honors the Referrals Types group preference (#2362)

Fixed
 - Fixed an issue when attempting to delete a List from Students Listing when the List has an apostrophe in the name (#2325)
 - Fixed an issue where Success Plans were not able to be deleted (#2335)
 - Fixed an issue with Utilization 'This week' search (#2343)
 - Fixed an issue with Faculty being able to view Success Plans in Student entry screen (#2345)
 - Fixed a temporary issue with Custom Views not being able to be loaded due to increased security (#2342, #2345)
 - Fixed a minor issue with Referrals Assigned menu icon not position correctly if zoomed in (#2356)
 - Fixed an issue with CC'ing an address on roster batch send email (#2357)
 - Adjusted the position of the menu that appears when the pencil is clicked in a standard linkfield menu object (#2358)
 - Adjusted the positioning of the Work Buttons on LogListing automatically after the page loads
 - Fixed an issue with Visit Durations allowed to be negative values (#2364)
 - Fixed an issue with using the Move To button to move a student's appointment onto a time where that student has a previously cancelled appointment (#2363)

<hr> [1.3.6] 2024-01-03
Added
 - Added ability to link a Task Trigger Button to specific Group(s) (#2295)
 - Added more optional fields to the User Detail report (#2290)
 - Added sorting options to the Center Schedule report, as well as the option to show the number of appointments per sorting (#2196)
 - Added a report option to Visits by ?? and Students Visits Summary reports to include visit totals by appointment type (Group, 1-on-1, Drop-in) (#2113)
 - Added Watch List indicators to group roster (if Appointment Display preference is checked for the Watch List) (#2308)
 - Added optional Step Start Date (or Days offset) to Success Plan Steps
 - Added the feature to duplicate saved favorite reports (#2104)

Changed
 - Batch visits are now tagged with the REQUEST_ID for auditing purposes (#2297)
 - Visits entry no longer shows Entered date time when the profile does not track waiting time
 - Appointment duration menu choices will be disabled if the time will extend outside the overall availability (#2291)
 - Quick Visits and Workshop visit saving will automatically set the EnteredDT field value to the Time In if no EnteredDT information present (#2302)
 - Automated reports set to use time frame of Last Week, Last 2 Weeks, Next Week, This Week now use the schedule calendar default start day preference for determining the starting day of the week (#2163)

Fixed
 - Fixed an issue with Log Resource button not working for Students with apostrophes in their name on Log Listing (#2299)
 - Fixed an issue with show contact info for students on Appointments not showing when Preferred is not the choice (#2298)
 - Fixed an issue with Manual Track Flows possibly not processing (#2296)
 - Fixed an issue with the Students Visits Center Grid report for showing student pronouns (#2305)
 - Fixed an issue with Chained SuccessPlans

<hr> [1.3.5] 2023-12-06
Added
 - Added Student UserName to SI Batch scan student identifiers (#2247)
 - Added more power to the Profile's Max Appointment rules, allowing multiple search values and the ability to search excluding a value (#2255)
 - Added blank option for Reason and Consultant choices to Custom KIOSKs
 - Added additional sort capabilities to Log Listing (#2267)
 - Added ability to link an inactive section to an old visit record (#2272)
 - Added Work Plans report (#2193)
 - Added ability for Students to Cancel asynchronous appointments (or delete) if within tolerance time
 - Added an additional column to the Workshop Roster displaying the student ID column chosen in Student Entry preferences for which ID to show on drop search (#2279)
 - Added a SurveyTrac option to prevent responses from being submitted after the survey period is over (#2281)
 - Added Student and Consultant satisfaction for Visits as a standard field with group preferences
 - Added new custom field type: Radio Icon Option
 - Added ability to display custom fields in menus with Values different than the displayed title
 - Added new custom field type: Image Menu Field
 - Added Ability to Add Notes to Attended and Selected Visit records form the Class Roster modal (#2286)
 - Added report option for "Students Visits/Appointments by ??" to show deleted appointments, and the option to apply the report date range to the appointment last-modified date (#2282)
 - Added a new option for Students to be auto-registered in a Section based on a List
 - Added the option to display consultant custom fields to the Q2 visits report (#2284)

Changed
 - SAGE Referral buttons are affixed to bottom of window (#2250)
 - Now hide the message on the Q2 Raise hand window saying it's safe to close the window when the location is Q2Remote (#2257)
 - Adjusted the appearance of Currently Logged in Consultants (font size larger) (#2269)
 - Adjusted the display formatting for student list on batch QR Code display (#2274)
 - Adjusted the list of reasons available to a search widget based on the linked centers for the search option widget (#2280)
 - Adjusted the Add Notes to... on the Group Roster to show notes fields for linked profile (#2285)
 - Adjusted the Add to Roster to choose the active registration record when there are multiple registrations for a student similar subject (#2288)
 - Updated Font-Awesome to 6.0, update MUI to latest

Fixed
 - Fixed an issue with sometimes saving a referral causes a blank page to appear (#2249)
 - Fixed an issue with some Listing Names being displayed improperly in the Student List menus (#2253)
 - Fixed an issue with KIOSK QR Code (touchless signin) asking for confirmation of BIO when setting was disabled for KIOSK (#2254)
 - Fixed Error 500 when running Logins by Hour by Day of Week with Additional Searches (#2252)
 - Fixed a temporary issue with inability to create new Staff records (#2245)
 - Fixed the local staff password change success message (#2256)
 - Fixed an issue with quotes in consultant name on Q2 Queue (#2260)
 - Fixed added server level protection against students attempting to book an appointment after the time has expired (#2261)
 - Fixed an issue with Success Plan step computation determining which step is next to complete (#2262)
 - Fixed an issue with appointment saving recalculating the linked overlapping availability (#2258)
 - Fixed an issue with adding multiple students to a group roster (#2270)
 - Fixed an issue with Automated Terminated Visit email not using the preference (#2266)
 - Fixed an issue with hiding a specific appointment status on the Student timeline (#2275)
 - Fixed an issue with survey responses being able to be submitted after a survey is made inactive (#2281)
 - Fixed an issue where the payroll report option of rounding individual visit times first may calculate the wrong total visit time (#2264)
 - Fixed an issue with some reports not including locked group availabilities (#2287)
 - Fixed an issue with the Success Plans report, where it would fail if there were deleted plan steps (#2293)

<hr> [1.3.4] 2023-11-01
Added
 - Added Profile badges for search availabilities
 - The Optional: In-Person vs Online Appointments report now has the option to include asynchronous appointments (#2212)
 - Added a new system preference for hiding the login option from the class roster (#2228)
 - Added a new report, Faculty Student Visits, a faculty-only report showing student visits for sections assigned to the logged-in faculty (#2080)
 - Added the report option to search by student Other ID in Student Search fields for numerous reports (#2206)
 - Added the report option to search by visit reason category in Visit Search fields for numerous reports (#2222)
 - Added the report option to group by "Scheduled by" in the Students Visits/Appointments by ?? report (#2192)
 - Added student missed as a status for Asynchronous appointments
 - Added a new report, Student Fields in the Students category
 - Added Flag Pref text to define flag colors
 - Added search availability widget option to link to arbitrary number of centers

Changed
 - This version finalizes a series of changes and improvements starting with version 1.2 that aimed to enhance performance, reliability, and scalability.
 - Trac Database updated to the latest RDS Aurora 3.04
 - Engine is fully optimized for PHP 8.2 Preloading and JIT
 - PHP Engine tuned for performance and TTFB ("time to first byte")
 - Linux Kernel 6+
 - 15-35% performance improvement per web request
 - 50% more request throughput per server
 - up to 25% faster imports

 - When there's only one reason choice for a Q2 Table, it will be chosen automatically in the raise hand modal
 - Copy the KIOSK Username to the first name field automatically on save (#2227)

Fixed
 - Late cancellation status not using "Status for Missed" preference (#2220)
 - Editing a course list from within another course list causes the added items to be changed to a blank course list (#2218)
 - For the SI Session Listing report, if a visit is connected to an appointment, and the appointment status is then set to Missed, the visit won't be included in the report (#2216)
 - Fixed an issue with All Staff reserved blocks blocking other centers during nightly calc missed (#2225)
 - Fixed an issue with QR Codes for SI Batch visits requiring an enrolled section when no section defined (#2223)
 - Fixed an issue when attempting to add a student to roster, if it fails, it was not showing an error (#2238)
 - Fixed an issue when moving an online appointment from one availability to another, new online location set for appointment (#2240)
 - Appointment move button now appears when the availability is asynchronous-enabled (but the appointment must be online or in-person) (#2251)
 - Fixed a temporary issue with creating new Registration record from Registrations listing (#2244)

<hr> [1.3.3] 2023-10-13
Added
 - Added a new System Preference that allows the system to mark visits that were logged in during a scheduled class time (#2208)
 - Added ability to show watchlist icons on dashboard at the search widgets for those visible to the Appointments (#2213)

Changed
 - Changed default templates for Student / Staff confirmation and Student reminder emails
 - Adjusted student timeline to show only allowed Surveys (#2214)

Fixed
 - When students mark an appointment as Canceled after the grace period, appointment will automatically be marked as Cancel - Missed (#2211)
 - Fixed an issue with Ad Hoc appointments not being able to be saved due to an error saying 'slot already taken' (#2210)
 - Prevent system from logging out a student when visit notes edited from dashboard utilization widget (#2217)
 - Fixed an issue where a batch QR Code might allow a student to log a visit to a section when non-enrolled in that section (#2215)

<hr> [1.2.34] 2023-10-12
Added
 - Added new tracking for students that search for an availability and find 0 results (#2178)
 - Added new functionality, 'Work Plans' which will allow campuses to track consultant work hours for certification / training tracking.
 - Added new functionality for student timeline filtering, added an Emails button (#2186)
 - Added new functionality for max appointment rules, 'with Same Profile' (#2185)
 - Added the count of processed referrals on the SAGE Referral Snapshot report (#2188)
 - Added the currently enrolled status indicator to the Appointments listing as well as a power search field Inactive (#2197)
 - Added a warning when the modality of an appointment is changed from how it was saved as well as a warning profile preference.
 - Added a message to the sections search when no section found in a batch visit entry (#2198)
 - Added Staff Member as a new name for consultants in profile prefs (#2203)
 - Added Recurring Dates tag to Appointment Reminder emails also added Recurring Dates Text to confirmation and reminders (#2200)

Changed
 - Changed the wording of the max appointment rules entry where it references 'All Students' versus 'The Student' (#2175)
 - Adjusted the status assignment for student cancellations of a series of appointments, successive appointment status will be 'CANCELED - DELETED' (#2195)
 - Adjusted the wording for subscribing to a personal calendar via URL to be more generic (removed reference to Outlook)
 - Adjusted Log Listing change visit status dialog to only enable the change status button after the consultants have loaded (#2207)

Fixed
 - Fixed some minor issues in preparation for new Trac Engine release
 - Fixed a potential security issue with document listing being shown on new appointment entry on PHP 8.0+
 - Fixed an issue with Custom Views not being accessible (#2180)
 - Fixed an issue with Saving student data containing only certain custom fields (#2179)
 - Fixed an issue with Q2 QR Codes redirecting to a blank page (#2174)
 - Fixes issue with student cancelling appointment with a reason containing '#' not working (#2182)
 - Fixed an issue with 'yesterday' being chosen in SAFE referrals listing (#2183) (date format issue)
 - Fixed an issue with finding a subject in Quick Visits (#2184)
 - Fixed an issue where Visit Notes may appear when group setting is Hide Notes (#2189)
 - Fixed an issue with SAGE referral additional questions and answers containing quotes (#2190)
 - Fixed an issue with Course List saving and relating to all Faculty, linked to no courses (#2194)
 - Adjusted navSearch options in Attendance Listing to discriminate between isWork for Visits and isWork for Reasons (#2191)
 - Fixed an issue in SurveyTrac's Notify Results Email, to correctly show the name of the survey taker
 - Fixed an issue with utilizing custom searches (#2205)
 - Fixed a message that would diplay about modality changes regarding asynchronous appointments (#2202)
 - Fixed an issue with Terms and Conditions for Students infinitely looping (#2201)
 - Fixed Saving an in-progress work visit caused it to appear in the Log Listing (#2199)

<hr> [1.2.32] 2023-09-26
Added
 - Added an option for Batch QR Codes to auto enter center notes (#2158)
 - Added an option for Batch QR Codes that intersect with existing visit records to auto logout or split the visit (#2159)
 - For SAGE module, SAGE reports can now display referral actions (#2161)
 - Added a profile option to prevent student scanning a QR Code prior to the code being allowed: no sooner than (#2164)

Changed
 - The Move appointment button and dragging appointments will now avoid times where the student is already booked (#2162)

Fixed
 - Fixed an issue with dropin SMS reminders always assuming the dropin location is online (#2160)
 - Fixed some minor availability movement weirdness when the DAYS doesn't match the new date for the availability (#2095)
 - Fixed a SurveyTrac issue where, if a response is connected to a staff and student, make sure to send the response to the recipient based on UID
 - Fixed move button for Appointments shown from the TimeLine (#2171)

<hr> [1.2.31] 2023-09-22
Added
 - Added ability for students to view previously accepted Terms and Conditions (#2121)
 - Added ability to add custom fields to SI Batch Visits (#1219)
 - Added an option to Hide a Center from Center Choices on Work Visit login (#2129)
 - Added ability to add 'with Same Section' to Max Appt Rules (#2133)
 - Added Potential Actions to Referral Types and Completed Actions to Referrals (#2125)
 - Added toggle show/hide capability (with cookie load default value) to the Q2 Help List and Wait List (#2142)
 - Added Reason to Availability blocks on schedule when Reason is assigned to availability (and not subject) (#2134)
 - Added ability to link a student to multiple assigned advisors via a student field with multiple values (#1982)
 - Added Staff.FirstLast to Staff NavQuery and Students.Full_Name2 to Student NavQuery
 - Added ability to hide certain custom fields from the SI Batch Entry
 - Added option to Center Schedule report to show appointment status (#2145)
 - Added student fields, including custom fields, to the Visits by Assigned Advisor and Student report (#2105)
 - Added new option on Watch Lists to enable / disable displaying on KIOSK login / out.

Changed
 - Order of Centers listing has been adjusted on KIOSK log in, they are now sorted by Name (#2131)
 - Adjusted how online optional slots are computed when the only booked appointment in a group is cancelled (#2036)
 - Moved the Assigned Success Plans menu from Other menu to the Other -> Listings... submenu
 - Adjusted Resource checkout for always available items (they were never intended to be returned) as auto returned (#2146)
 - Adjusted the search availability to exclude availabilities for otherwise booked consultants due to appointments in centers other than the one(s) searched (#2143)
 - Adjusted the icon for the Q2 Cancel Table help from the X icon to a trash can icon with more descriptive text in the dialog

Fixed
 - Fixed issue with timezone settings causing display of appointment to show correct time but wrong date (#1911)
 - Fixed an issue with security being too restrictive on QR Code logout with visit notes (#2128)
 - Fixed an issue with TimeLine Documents, clicking on the name would open a blank page (#2130)
 - Student Center Visits was not showing today's visit on 'This Week' search (#2135)
 - Fixed an issue with downloading some appointment documents (#2136)
 - Inactive Success Plans no longer send emails (#2139)
 - Fixed an issue with chosen Section not being shown on Referral Types with Annotated Rosters (#2144)
 - Q2 Setup menu now fixed in place no matter the scroll (#2141)
 - Fixed an issue with appointments overlapping a block for same consultant but in another center (#2153)
 - Fixed an issue with work visits linked to a QR Batch Code showing as null (#2151)
 - Fixed an issue with Search Availability widget linked to some Student dynamic lists not working
 - Fixed an issue with Students with no email address causing announcements to not be drawn on KIOSK for those students
 - For SurveyTrac, surveys directed to tutor/advisor/counselor via 'Display during visit entry' going forward, will show student information related to the visit in reports (#2140)
 - Fixed an issue with possible consecutive appointments prevention not being honored in certain cases (#2155)

<hr> [1.2.30] 2023-09-01
Added
 - Added Group Options for Student Entry Tabs 2 - 5 (#2088)
 - Added option to exclude inactive students on SI Batch Visit entry search (#2087)
 - Added option in Profile Scheduling Prefs to default Max Students value on new availabilities (#2086)
 - Added ability to add multiple students to a group roster (#2081)
 - Choose a date & center on search availability now constrains the center choices ot the search availability widget prefs (#2097)
 - Twig tags are now available in Q2 Instructions email (#2094)
 - Added Receive SMS Alerts field to Step 2 of the Import modal (#2093)
 - Added a Load Default button to many of the standard emails in profile preferences (#2077)
 - Fixed an issue on search availability when choosing the group of services menu reverting to 'All Groups' (#2108)
 - Added preference to Q2 configs to confirm the start of a table visit (#2110)
 - Added ability to specify the record sequence of a test record when previewing appointment emails, etc. (#2111)
 - Added ability for Asynchronous 1 on 1 appointments to be booked
 - Added additional modifier 'same consultant' for preventing consecutive appt booking (#711)
 - Added custom email options for termination and modification emails (#2115)
 - Added Student Confirm Bio and Staff Confirm Bio as Location Options for Custom Automations
 - Added automated emails fo batch assignment of Success Plans from Student listing (#2119)
 - Added ability to adjust a single day of an availability by creating a day block and a new availability (#1541)

Changed
 - The Process Activations button in the Terms preferences is now no longer hidden (#2107)
 - When Appointment record saved with No Status (Upcoming), system will unlink from a potentially linked Visit record (#2114)

Fixed
 - SAGE Referral followup date displays the date of the followup (no time) (#2098)
 - Fixed Saved Searches linked to Custom Views (#2078)
 - Fixed an issue Q2 Instructions email having a missing link to Raise Hand (#2109)
 - Fixed an issue with 'or' clauses and numeric fields in navSearch, you may not provide quotes to prevent a wildcard character from being added to the search criteria (#2106)
 - Fixed issue with charts on students listings not working when the search criteria included Appointments or Registrations (#2099)
 - Fixed an issue with reports that used a dynamic list based on a terms search not working (#2112)
 - Fixed an issue with Unselect All option in Attendance and Registrations listing not working (#2118)
 - Fixed an issue with students not being able to cancel all appointments in a series (#2120)

<hr> [1.2.29] 2023-08-11
Added
 - Added a range slider question type to surveys (#2021)
 - Added a secondary enter your ID label preference for batch visits only (#2038)
 - Added a new system preference for consultant work logout prompt for work notes (##2050)
 - Added menu pickers for Survey to link to Reasons and Subjects (#374)
 - Added option for page inactivity timeouts (#2053)
 - Added Last Month option to Utilization widget (#2058)
 - Added a new twig function to add a custom CC email address to an email (#2056)
 - Added an optional Center field for Terms and Conditions (in addition to the Profile field)
 - Added ability to set the calc missed from date to be the start of the current term automatically (#2066)
 - Added subject search option to Appointments/Visits Utilization report (#2048)
 - Added option in Students Visits Cleanup Data report to only show appointments for the center(s) selected (#2070)
 - Added Navigators to list of consultant types (#2073)
 - Added a Show All button to Change Consultant modal to ignore linked consultants only list (#2074)
 - Added Search by Student ID to Document Listing search (#2075)
 - Added subject search option to Appointments/Availabilities by Hour by Day of Week report (#2068)
 - Added option to show student pronouns on numerous reports as an additional field to show
 - Added an additional search availability widget (6 total)
 - Added ability for search availability widgets to be linked to the modality (in-person, online or asynchronous)
 - Added ability to add multiple students to a group roster (#2081)

Changed
 - Added ability to allow Profile admins to access Success Plans listing when table access prefs privileges granted (#2037)
 - When a group appt with optionally by slot online or in-person is deleted, the time slot preference is recalculated (#2036)
 - Q2 Log Off button that displays after a QR Code scan for students adjusted to Close with a message saying it's safe to close (#2044)
 - Compressed the reasons and recommendations in the Referral Type entry so more items may be shown in a smaller area (#2043)
 - Change wording of prevent students / staff booking consecutive appointments to be inline with actual functionality (#2064)
 - In-Person Availabilities that have not been booked after the time period expires become dropins, adjusted to allow online availabilities act the same (#2067)

Fixed
 - Fixed an issue with server timezone different than center timezone and list of appointments appearing with 24 hour offset from midnight to 1am (#1911)
 - Fixed an issue with blank tiles in KIOSK still being clickable to log a student out (#2047)
 - Fixed an issue with an apostrophe in a Centers name preventing it from being selected as the default choice in an Appointment entry (#2046)
 - Fixed an issue with Availabilities in the future (farther than 25 days) expiring too quickly to a student when the 'No Book Later than' preference is blank (#2045)
 - Fixed an issue with Course list items removal using Subject-Course-Section-Term (#2051)
 - Fixed an issue with Work Visit filter on Staff timeline not sowing work visits (#2049)
 - Fixed an issue with Availability badges being shown for all profiles (#2057)
 - Fixed an issue with UTC+1 or more duplicating first day column on a week schedule in the scheduler (#2059)
 - Fixed an issue where a user's group does not have edit schedule capability for a center, yet the appointment move button was being shown (#2061)
 - Fixed an issue with duration emails exceeding a certain number of minutes still being sent out when option is set to off (#2062)
 - Fixed a typo in the description for the search availability preferences
 - Fixed an issue with single quotes in Referral Type Reasons and Recommendation names (#2071)
 - Adjust sort order on loglisting and queue listing so those waiting longer will appear sooner (#2084)

<hr> [1.2.28] 2023-07-11
Added
 - Added Center Fund to Visits Export (#1975)
 - Added option to show visit details on Success Plans report (#1862)
 - Numerous reports can now search sections by Course List (#1977)
 - Added static QR code as a Custom KIOSK option in profiles
 - Added options to Hide Sage Notes and Additional notes from Faculty only (#1997)
 - Added option to include inactive assigned success plans in the success plan report (#2004)
 - For SurveyTrac, added the survey option to send via 'Email after # of visits during survey period' (#1855)
 - Added options for showing subject and reason while in Q2 Queue Mode (#2022)
 - Added twig sidebars for Welcome Messages in System Preferences (#2019)
 - Added twig tag options for Surveys (#2016)
 - Added preliminary version of TracFlow Automations module for beta testing
 - Survey Snapshot report can now display pie charts, bar charts, or line charts of survey answers (#1859)
 - Added Visit Time Out to Utilization widget (#2032)
 - Usage Snapshot report can now also display bar charts or line charts (#1901)
 - Added Preview button for System Preferences colors (#1813)
 - Added availability expiration message to Appointment Save for students (#1852)
 - Added ability to start and stop an appointment's visit for 1-on-1 appointments from the scheduler (#1726)

Changed
 - Dropin notification reminders will not send to student if the availability has been deleted (#1996)
 - Moved blank option to top of list in places where blank choice is allowed (#1985)
 - Increased the font size of Q2 Login modal (#2006)
 - Removed data form appointment - consultant tab from tml structure (#2017)
 - Quick Visit entry: changed timing of loading consultants menu to after centers loaded (#2011)
 - Added Q2 Config option for playing a sound when a student raises their hand (#2014)
 - Adjusted the formatting of table and staff name on queue listing so table and staff name stay inside their appropriate boxes at larger magnifications (#2014)
 - Postpone computation of courselist specialties if courselist is applied to more than 20 consultants or 20 centers (#2025)
 - Running the Visits/Appointments export manually with more than one year of data runs the export as a job (#2010)
 - Removed redundant 'allow user to manage resources', instead base this on ability to edit Resource Types in table access (#2034)

Fixed
 - Fixed an issue with Success Plan emails not opening from Timeline (#1974)
 - Fixed an issue with dots in Campus Codes
 - Dropin notifications for online availabilities go through the secured URL (#1978)
 - Dropin notifications for online availabilities show time in am/pm format (#1978)
 - Inactive centers hidden from Work Reason chooser (#1980)
 - Fixed change field value on Staff (#1986)
 - Allow public doc URLs to be emailed (#1987)
 - Fixed Show these faculty from registrations listing (#1988)
 - Fixed a method of creating a null visit when a visit has been deleted but a user attempts to make a Q2 request based on the old deleted visit (#1989)
 - Fixed an issue when the appointment online enter session rule doesn't have a value for no start later but does have a value for no start before end of appointment (#1990)
 - Send Visit Duration Notifications will now use the templates in hte profile preferences (#1995)
 - Saving a student list for search availabilities did not work for widgets #3 and #5 (#1999)
 - Fixed an issue with KIOSK QRCodes not working due to static QR Codes change (#2007)
 - Fixed an issue when adding a student with an apostrophe in name to Workshop Roster (#2012)
 - Fixed a refresh issue on Q2 Queue where the list is now updated for every student login or out of the queue center (#2015)
 - Hide Inactive Custom KIOSKs from KIOSK menu listing (#2018)
 - Confirmation notifications on timelines are now clickable (#2020)
 - Fixed and issue with editing System Prefs -> Custom Fields in Chrome browser (#1981)
 - Fixed the display of linked Reasons to Centers when the Reason is available for all Profiles (#2033)
 - Fixed issue with Referral Listing columns not being sortable (#2035)

<hr> [1.2.27] 2023-06-01
Added
 - Added multiple change field value fields to Staff listing (#1967)

<hr> [1.2.26] 2023-05-30
Added
 - Added Asynchronous availabilities for asynchronous appointments
 - Added a Duplicate button on the Success Plan entry and the Step Listing for a Plan (#1928)
 - Added Change field value for Admins to the SAGE Referrals Listing (#1934)
 - For SurveyTrac, preference option in 'Dashboard Charts and Dashboard Surveys' allows hiding the surveys panel from the dashboard if there are no pending surveys
 - For the Resource Utilization report, staff that processed the checkout and return have been added (#1930)
 - Added Email and Staff Sequence optional fields to User Detail report, and Last Access field is now being updated (#1951)
 - Added more optional fields to the User Detail report
 - Added a convert appointment to asynchronous button to the appointment entry for staff only for profiles that allow asynchronous profiles
 - Added change field values to Staff listing (#1967)
 - Added 'Subject CRN' to choices for format to display subject (#1968)
 - Added display subject preference using CRN now also causes CRN to be displayed in sections list in batch visit entry
 - Added Consultant Fund and Center Fund to the Visits by ?? report, for grouping by or as an additional field (#1975)
 - For SurveyTrac, there's a new 'Initiated Via' setting: 'Email after 1st visit per consultant during survey period' (#1857)
 - Added option to show visit details on Success Plans report (#1862)
 - Added reports option to search by Course List on numerous reports (in Additional Search, Registrations Search section) (#1977)

Changed
 - Asynchronous widget will now only appear on dashboard if 1 or more profiles have the preference activated
 - Success Plans for students will not be show on student dashboard if the assigned plan is deactivated or the success plan itself is deactivated (#1931)
 - Dropped the display of the unused document field 'Follow Up By' (#1929)
 - Resource reports allow the option of showing checkout notes
 - Adjusted registrations Assignment Grid view to allow searching for Total Points (#1935)
 - Use "KIOSK Enter ID label" for Ad Hoc QR Code text (#1932)

Fixed
 - Fixed an issue with email templates sometime not being editable (#1924)
 - Fixed an issue with max appointment rules and In Person only appointments (#1920)
 - Fixed sorting of reasons on dashboard to use the sort code (#1955)
 - Fixed an issue with Success Plan Step completed email (#1961)
 - Minor security updates (#1956 - #1960)
 - When booking a recurring appointment check to prevent double booking on future dates (#1964)
 - Fixed a couple typos (#1965, #1966)
 - Fixed duplicating a group from profile causing an invalid search bar to appear (#1969)

<hr> [1.2.25] 2023-05-02
Added
 - Added ability to duplicate courselist items (#1851)
 - Added Next and Previous buttons to Student, Staff, Faculty and several other entry page navigation
 - Added Custom Notes to availability blocks for internal staff documentation about availability issues (#1921)
 - Added "Writing Fellow" to "Name for Consultants" options (#1919)
 - AddedCustomizable text on local login screen (#1914)
 - Added option to allow Custom Kiosks to display consultant login button (#1909)

Changed
 - Surveys Listing Active field is sortable (#1899)
 - Students Visits Cleanup Data report now allows changing the visit or appointment consultant (#1867)
 - Changes to sort order of sections in a course list (#1918)
 - Added a conclude icon to Q2 list of helped (#1917)
 - Resources reports now include staff checkouts, with option to sort by staff (#1910)

Fixed
 - Fixed issue with saving an availability block when no meeting type chosen (#1998)
 - Fixed a log resource issue (#1923)

<hr> [1.2.24] 2023-04-17
Added
 - Added some special student fields to Student import field assignment process (#1882)
 - Added new profile preference for the ability to customize the emails that go out when multiple cancellations / misses cause auto cancellations of appointments
 - Added ability to retrieve the Block - Description as a twig tag in an appointment that was blocked on the schedule
 - Added QR Code to Student Confirm BIO on login when email for student is inaccurate or missing (#1866)

Changed
 - Removed the unneeded global preference 'Display Receive SMS' (uses Group preference for access) (#1878)
 - Moved several profile preferences into a new Advanced Preferences category (#1877)
 - New Availability looks activated
 - Next and previous navigation buttons on scheduler are now disabled while the calendar data is loading (#1887)

Fixed
 - Saving a success plan might duplicate the steps (#1894)
 - Ad hoc appointments will allow you to choose In person or online (#1896)

<hr> [1.2.23] 2023-04-07
Added
 - Added new fields to database to handle built-in asynchronous appointments
 - Prepared new interface elements that will in the future display asynchronous appointments
 - Added Custom Views to Appointment Listing (#1846)
 - Added Section and TermCode to Students -> Attendance Listing (#1843)
 - Added indicator badge to scheduler to indicate In-Person availabilities (versus Online) in preparation for asynchronous availabilities in future
 - Added checkbox options in Consultant Max Hours and Non-Duplicated Appointment Time report whether to include missed appointments in the report, as well as showing appointment subject, reason, and location
 - Search by section schedule Day and Time on Registration listing and Via Student search form
 - Added WatchLists to available twig tags
 - Added new Group Preference called 'hide Is Work' to hide Is Work button from Quick Visit entry
 - Added new Group Preference which prevents 1 on 1's from being displayed as drop in when the scheduling time expires
 - Added new preference to search availability widget to prevent similar availabilities from being stacked
 - Added ability for admins to modify the linked person for a document
 - Added new Profile preference affecting KIOSKs that allows the student to log in to an appointment for a center in the same profile as the KIOSK
 - Added a new preference in Appointment scheduling that prevents a visit from being created when entering an online session
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended and a visit already exists that surrounds the appointment start
 - Added Referrals Listing to the Listings menu and Sorted the Listings by Name
 - Added a new report, Optional: In-Person vs Online Appointments (#1453)
 - Added confirm Bio search to student Listing (#1864)
 - Added Minimum duration option for Visit Steps (#1860)
 - Added Birthdate to the list of confirm Bio Student fields (#1865)
 - Added a new report, Student Search Availabilities (#1222)

Changed
 - Changed: do not show Student Blocked by Time message for Drop In blocks
 - Changed: Visits by ?? report and Visits by Faculty and Subject report now allow Faculty Email as an additional field to show (#1870)

Fixed
 - Fixed saving issue from Success Plan entry via popup (regular entry was working properly) (#1849)
 - Fixed a display issue with Documents Listing (showing inactive when not necessarily inactive) (#1845)
 - Fixed an issue with hide DropIns from student per search availability widget
 - Fixed typo in second selection deletion prompt (#1871)
 - Fixed an issue with saving resources showing a resource no longer checked out (#1874)
 - Fixed a script error issue on KIOSK Choose Consultant options (#1844)

<hr> [1.2.22] 2023-03-23
Added
 - Added Appointments listing to Other->Listings menu (for Admins only)
 - Added TimeLineEvents entry screen so the event may be viewed by Admins or deleted by a SysAdmin (#1814)
 - Added Survey option to auto-resend survey emails for unanswered responses (once) after # days (and optionally, after that, continually resend every # days). Also an option in Survey, Responses tab to exclude responses from being re-sent. (#1109)
 - Added categorization option to the notifications modal and ability to hide a notification from the notification listing (#1815).
 - Added ability for Redrock staff when setting up imports to drag and drop to move or copy import batch items from one batch to another.
 - Adjusted the borders or the roster list of the class roster modal to make it look more like other listings.
 - Added a new SAGE report, Referrals by Student and Appointments/Visits (#1816)
 - Added ability to prevent an appointment reminder/confirmation/missed email from being sent if the email body contains: #ACTION:DO NOT SEND#
 - Added a remember student option on batch visits to allow multi-logging for the same student (#1838)
 - Added a new management report, Consultant Max Hours and Non-Duplicated Appointment Time (#1711)

Changed
 - Slots found on search availability grouped (stacked similar) according to time, date, center, type , location... added online (#1825)
 - Adjusted AdHoc QR Code to work when drop in availability is linked to a course list (#1827)
 - Success Plan entry screens nowshow the name of the success plan in the app bar at the top of the screen (#1831)
 - Success Plan email entry: the pop over editor will not activate the full WYSIWYG editor, but clicking on the line to show the full screen version of the email will invoke the WYSIWYG editor (#1830)
 - Visits/Appointments Export, in the Number of Days to Export field, another option is a range of days, i.e. 14...7 would export from 14 days ago through 7 days ago. (#1738)
 - Staff only sections will not appear on KIOSK login for students (#1836)

Fixed
 - Hide inactive custom questions on KIOSK log in / out (#1820)
 - Hide inactive Q2 Configs on dashboard (#1819)
 - Make Continue button on KIOSK log out keyboard accessible (#1818)
 - Surveys marked for Display on Document Posting was causing dashboard to not load for Students (#1821)
 - Group staff listing does not need the selection menu option at top of list - removed (#1824)
 - Some Resource checkouts weren't being shown on student timeline due to the change that allows staff to now be able to check out a resource (#1826)
 - Fixed word wrapping of checkboxes when the label won't fit in the intended area (#1822)
 - Fixed an issue with search availability widget preference to hide profile option not working (#1829)
 - Fixed issue where certain students migh see a duplicated announcements on dashboard (#1834)
 - Fixed an issue with SAGE notes and additional notes hiding when referral type option checked. Also Custom Questions now says Additional Questions (#1835)

<hr> [1.2.21] 2023-03-09
Added
 - Added ability to change consultant time check mode to bi-weekly (#1768)
 - Added Staff LastFirst and FirstLast fields to power search which allows consultant linking to students (#1784)
 - Added new report Appointments/Availabilities by Hour by Day of Week
 - Added Center and Profile to Outstanding Appointment requests (#1787)
 - Added an option to allow student to choose Other when logging in to a center and there is a prescheduled appointment (#1796)
 - Added new system preference to toggle Student Upload documents to their dashboard
 - Added new option for profile preference regarding choosing a consultant on login: you can now make the consultant required (Yes, No, Yes Required) (#1809)

Changed
 - Adjust time line indicator on scheduler when center chosen and time is not the same as current browser time (#1778)
 - Only Redrock developers may now create a system wide announcement to campuses (thank you Billy).
 - Allow registration custom fields to be viewed in Visits by ??, Students Visits/Appointments by ?? and Usage Snapshot reports (#1781)
 - Registrations by ?? report now allows grouping by Subject/Course/CRN (#1807)
 - Reports using Registrations section of Additional Search now includes searching by registration status (#1802)
 - Availbility slots will use availability preference for multi-slots when accessed via search availability (#1810)

Fixed
 - Fixed an issue with outstanding appt requests - followed up by person (#1782)
 - Fixed a too strict logic issue when determining if a consultant can cancel an appointment from the dashboard (#1785)
 - Fixed 'birthdaytoday' phrase search on student listing to additionally honor 'search active' (#1790)
 - Fixed issue with student name with back tick (`) causes not able to search for an availability (#1792)
 - Fixed surveys sending to tutor/advisor/consultant after student visit, when set with 'Email after visit' and Tutor/Advisor option is checked (#1775)
 - Fixed when staff removed from a center the visit entry will now still show the assigned conultant for older visits (#1795)
 - Fixed a typo for student document upload button (#1803)
 - Fixed an issue with annouuncements not showing on Dashboard (#1801)
 - Fixed an issue with visit with First Available originally chosen auto choosing the first consultant on the list (#1805)
 - Fixed an issue with search availability showing Profile choices to the Student (#1806)

<hr> [1.2.20] 2023-02-27
Added
 - Added new Task report
 - Added Subject and Course as separate additional fields to show on Visits by ?? report
 - Added Watch List indicators to Registrations Listing
 - Added Show these Registrations to Students Listing
 - Added various minor changes to Success Plans (#1773) including auto assign consultant and edit record link
 - Added a notification message if roster appt status could not be changed due to network error (#1780)

Changed
 - Modified student & staff timeline items to show light grey background for Extra Detail items
 - KIOSK Sort code for staff can now also sort the staff on the scheduler (#1746)
 - Added a message to SI batch visits area show the total number of SI Visits created (##1753)
 - When adding a new roster appointment, pre-assigned subject and reason are now displayed in the roster item (#1754)
 - Only user-allowed task types are now shown in task entry and listing (#1759)
 - Added a Notes Required option to profile preference to allow Notes to be required in Visit Entry
 - Added a Cancellation Reason required to system preferemces (#1758)
 - Adjust privileges for Staff that are not Admins: no deletion of selected records, no merging records and no change field value (#1760)
 - Adjusted size of Q2 expander button in Q2 Queue listing

Fixed
 - Special Needs customized title now used for availability entry modal
 - When student is in a timezone different than profile and campus, local time is now being displayed and enter online session button works (#1747)
 - Fixed a typo on dashboard for Referrals (#1748)
 - Fixed an issue with Max Appt Rules that use a week start on Sunday (#1749)
 - Fixed an issue with DST adjustment
 - Filtering scheduler with Location filtering and Hide Unavailable now work together (#1756)
 - Reasons shown to Staff only are now hidden on KIOSK signin (#1770)
 - Fixed weird issue with clicking on watch list name on dashboard (#1771)
 - Fixed a location and online issue when moving appointments from one availability to another (#1769)
 - Fixed a time zone issue with appointment notifications when appointment time is different from campus time (#1779)

<hr> [1.2.19] 2023-02-09
Added
 - Added Recompute time for watch lists in the Preferences (#1717)
 - Allow dragging of twig fields for batch emails (#1716)
 - Added ability to choose selected item from group roster to send visit notes, surveys, and emails
 - Entering term 'birthdaytoday' in student nav search shows students with a birthday today
 - Profiles can now block student appointment booking between two times (ie 10pm and 4am)
 - Added 'Consultant Max Hours' as an additional field to show on the Students Visits/Appointments by ?? report (#1705)
 - Added twig to Survey 'Notify results to emails' setting, so each survey recipient can receive their Notify Results email (#1695)
 - Added Students Visits Center Grid report (#1714)
 - Added option to send quiz to students from group appointment/roster
 - Added survey sent via "Email after 1st visit per subject during survey period" option (#1342)
 - Added links to edit visit records in Students Visits Cleanup report (#1494)
 - Added new cookie for controlling if Extra Detail will be automatically checked (#1742)
 - Watch List students on dashboard now have their associated color indicators next to the title

Changed
 - Prevent Switch to account option from switching to an inactive account (#1718)
 - When editing custom fields of an appointment, show Save button as soon as any key is entered in the custom field (#1721)
 - Added duration check after batch duration amount entered to prevent badly formatted durations (#1723)
 - Custom missed appointment statuses are now honored in student appointment timeline extra detail
 - Work visits do not require subject (overrides profile preference for requiring subjects)
 - Display appointment's local time when browser time does not match center's appointment time (#1737, #1740)
 - Adjusted FTE option to specify students with exactly # / # or more / # or fewer hours/visits for Visits by ?? and Students Visits Summary reports (#1598)
 - Moved Profile Pay Basis settings to general Preferences, Payroll section; added link to Work Types listing (#1679)

Fixed
 - Fixed a typo on Group permissions 'this controls which centers the user...' (#1719)
 - Fixed SAGE Emails were dropped from timeline due to null category, they are back (#1720)
 - Fixed reports query using Students On List option for dynamic lists (#1715)
 - Prevent a quiz from being changed back to a normal survey once a response has been recorded (#1741)
 - Show unique students per grouping if one of the groupings is Student (#1632)
 - Fixed issue with consultant reason specialties selection menu not always loading (#1739)

<hr> [1.2.18] 2023-01-07
Added
 - Custom KIOSKs now can have a course list attached (#1689)
 - Add staff display entry link to day summary dialog for a staff record
 - Added Tip of the week menu and tip of the week notification
 - Added ability for students to filter the Center Visits widget by Center and Subject (#1708)

Changed
 - Changed student timeline so emails related to Visit, Success Plans, Appointments, Resource are grouped accordingly and shown when extra detail is checked

Fixed
 - Printing Student Center Visits from dashboard now prints all pages of the students visits (#1707)

<hr> [1.2.17] 2022-12-26
Added
 - New Module: Student Success Plans (#1677)
 - Added ability to share a course list item with other selected course lists (#1681)
 - Added additional overall attendance chart to student attendance (#1514)
 - Added additional Import process to activate solely based on dates from and to (#1674)
 - Added The ability to set a default 'Override From Address' choice in email prompt (#1675)

Changed
 - Changed wording in Staff Entry of Primary Center to Default Center (#1680)
 - Expand 'User Detail' report functionality (#1460)
 - Q2 Custom Field requirement changes (#1684)

Fixed
 - Custom Fields that are required when displayed on Q2 Raise Hand will now honor required attribute (#1684)
 - When a Course List has no items, recalculation of course list will gneerate a list of no items (#1487, #1683)
 - Fixed a typos in Saved Searches modal (#1685)
 - Allow Registration Listing Custom Fields to be reset to blank value (#1682)
 - Fixed an issue when sending batch emails from student listing, Chrome browser for windows didn't always get the last selection of records (#1582)

<hr> [1.2.16] 2022-12-12
Added
 - A searchable Usage column added to the CourseLIst listing
 - Opacity of Reserved Blocks adjusted so visibility of covered items increased
 - Allow checkouts of resources to Staff (#527)
 - Added Staff Only option for Reasons (#1665)
 - Added Barcode field to batch visit scans (#1672)
 - New import process to activate registrations based on date and withdraw codes only (#1674)

Fixed
 - Resource Check In/Out Button On Log Listing Not Working (#1660)
 - Issue with wild cards in power searches for custom fields (#1659)
 - Unrerve Resource button not showing (#1662)
 - Update staff.studentid field when staff user name is changed in staff record (for linking student to staff) (#1668)
 - Students name not appearing on check out history tab of Resource (#1671)

<hr> [1.2.15] 2022-12-03
Added
 - Added Custom Automation scripts to various specific locations (#1607)
 - Added Terms and Conditions Reponses tab to Terms and Conditions Entry (#1636)
 - Drop down menu support in Custom Views for fields with choices and are editable (#999)
 - Sort Lists alphabetically on report picker (#1640)
 - Added activation deactivation of Lists in Custom List entry (#1641)
 - Lists menu is now searchable
 - Max Appointment rule additional message now allows twig processing (#1646)
 - Added ability to search registrations based on a course list
 - Added Reponses to Terms and Conditions entry with Term and Subject listed (#1651)
 - Added Time Check option for required hours per Month (instead of Week)
 - Added keyboard acessibility to Q2 Table interface (#1634)
 - Added Fund Codes prefs to the Pay Codes area in order to predefine fund codes
 - Add ability to group Lists on the menus by using :: (double colons) to separate group name and menu name

Changed
 - Year is always shown on dates of visits in the attendance listing (#1638)
 - Moved general list options menu choices to top of List menu (#1639)
 - Changed wording of max appt rule display when status searched is blank (#1645)
 - New Availabilities will default to profile preferences for multi-slot times (#1647)
 - Dropped 'View Student Info Tab on Visits' preference, now automatically uses Table Access setting from Group prefs (#1655)

Fixed
 - Fixed a typo on special needs instructions (#1648)
 - Fixed a typos on Search availability instructions (#1653)
 - Fixes an issue with saving blank reason on Availability Badges (#1652)

<hr> [1.2.14] 2022-11-22
Fixed
 - Fixed an issue on swift email attachments for iCal REQUEST vs CANCEL (#1594 again)
 - Fixed an issue with SI Batch scans confirmation message (#1613)
 - Fixed an issue with Batch Scans -> ID and Other ID (#1626)
 - Fixed an issue whith student search when trying to find Active Students WITHOUT an active Registration (#1627)
 - Fixed an issue with Q2 Table Visit straddling midnight (#1624)
 - Fixed issue with Course and Section menu on Workshop entry (#1617)
 - Fixed an issue when printing a survey or quiz with text overlapping (#1625)
 - Fixed an issue with Workshop attendance creating a visit (#1629)
 - Fixed an issue when Chrome language set to Korean, not being able to conclude a Q2 Table Visit (#1633)

Changed
 - Removed Consultant name from Q2 Hand Raised on kiosk and log list fields (#1612)
 - Dropped 'Include Wait Time' preference (not being used) (#1621)
 - Added ability to search by workshop name in workshop listing (#1616)
 - Added pagination to Enroll Students listing in Workshop Listing (#1614)
 - When moving an appointment, dropins no longer appear as an option (#1615)
 - When generating attendance for a section, inactive sections are now hidden (#1631)

Added
 - Added a group preference for preventing password editing of student and staff (#1605)
 - Allow multi-check questions for Quizzes
 - Surveys and Quizzes show on timeline under Surveys
 - Ability to display a Quiz on Assignments tab of Registrations entry
 - Surveys, Staff, Students, Faculty, Visits now show message when a change has been made and user wants to close the page (#1608)
 - Report That Only Shows Availabilities That Are Not Booked (#1537)
 - Added new log list field for showing currently request Q2 subject (#1609)
 - Added QR Code for KIOSKs showing for all profiles (and Work Visit login) (#1610)
 - Added new Twig tag for Document Posted By Name (#1622)
 - Added a cancel button to Terms and Conditions modal (#1628)
 - Added ability to force a custom field to display starting on a new line (#1618)
 - Added ability to enroll a student into a workshop via ID, Other ID and Barcode (#1630)
 - Added Custom Fields to Q2 List and Q2 Raise Hand modal (#144)

<hr> [1.2.13] 2022-11-10
Fixed
 - Prevent confirmation emails for cancelled/deleted appointments when availability is changed
 - Fixed list sorting for several fields on several listings
 - Prevent student double booking on group roster
 - Prevent user from adjusting visit's status changes multiple times in a row (via double and triple click)
 - Marking an appointment as logged in from the dashboard now adjusts the appointment status automatically
 - Fixed an issue with appointment missed status being set to the custom student missed status
 - Fixed an issue with change field value record selection (auto checks against previous search)
 - Fixed an issue with certain reserve blocks being ignored on search availability (#1606)
 - Courselists for centers properly utilized for subject choices on appointment entry
 - Added REQUEST=CANCEL method for email attachment for cancelled appintments (#1594)
 - if appt changed and confirmation already sent, resend confirmation.

Changed
 - Center is required on Quick Visits
 - Adjusted the spacing around the Q2 Raise hand button on log listing
 - Added date checks to availability blocks when adjusting from and to dates
 - Q2 Conclude visit now adjusts to server time for q2 table visits
 - Addjusted iCal appointment attachments to be system timezone independant
 - Allow person to change online or in-person on group when only 1 person enrolled so far

Added
 - Consultant time check now uses a preference that controls how many weeks to display on time check
 - Allow faculty to view 'own visit' on student entry
 - Allow location and subject course to be searched on visit log listing
 - Added a new login to center area on Q2 Queue List
 - Added new preference for controlling how many consecutive appointments allowed
 - Added a grace period for cancelling a newly created appointment without penalty
 - Allow blank as a choices for faculty on section entry
 - Added menu for filtering referral types on dashboard referrals widget
 - Added Process Specialties button to Terms area of system preferences
 - Added new feature to Q2 Configs widget showing hands of students that need help that the current user may help

<hr> [1.2.12] 2022-11-8
Added
 - Added PGP encryption to FTP files uploaded for import

<hr> [1.2.11] 2022-10-27
Fixed
 - Preserve online url for group roster appointments
 - Fixed issue with Q2 hand raised modal not closing
 - Fixed log list refresh for Queue listing

Changed
 - Don't show custom fields to consultant on a KIOSK log in / out
 - Added a preference to hide the number of slots found message on searc availability
 - Prevent certain student fields from being searchable when user can only access brief view of student
 - Make sure a concluded visit has the time in field set
 - Visit entry requires Center, Reason, Subject and Consultant
 - Multiple cancellations and misses now have an adjustable tolerance value for auto-cancelling future appointmenmts
 - Followed up referrals nbow show as entries on timeline
 - Additional security to prevent user from viewing referral when they do not have access to that referral type
 - Allow a previously cancelled student to be added to a roster appointment
 - Show attached fiels on mail queue item

Added
 - Added a confirmation on rosters whena changing an appointment to missed or cancelled
 - Added barcode field to Q2 list search
 - Added a paperclip icon to timeline to indicated attached documents for appointment and vsiit records
 - Added a profile preference to control reminder alarm for iCal attachments

<hr> [1.2.10] 2022-10-17
Fixed
 - Fixed an issue with Group Roster subject not displaying correctly (#1491)
 - Prevent double click on log out of visit when survey is displayed (#1492)
 - Fixed iCal appointment uses profile time zone (#1493)
 - Fixed multiple issues with scheduler on iOS (#1473)
 - Fixed Override and Send option on SAGE referral (#1504)
 - Fixed an issue with work visits in time zones not matching campus time zone (#1507)

Changed
 - Added pagination to the student list for resource checkouts (#1511)

Added
 - Added Q2 Consultant Alias to list of KIOSK fields (#1499)
 - Added a blank subject option in edit visit entry (#1495)
 - Added sent notifications to student timeline (#1508)

<hr> [1.2.9] 2022-10-03
Added
 - Added new ReasonsAndLabels and RecommendaitionsAndLabels tags for SAGE Emails (#1444)
 - New prevent double booking procedure for 2 students clicking to book at the exact same time (#1439)
 - New functionality to allow availability blocks for a single staff to be for all centers
 - Added Consultant Alias to Kiosk Field choices
 - New profile preference for CANCEL - MISSED (#1456)
 - Added batch staff notifications and document uploads
 - Added Export to CSV for staff listing
 - Allow termination of work visits at night (#1462)
 - When cancelling multiple appointments in a row, cancellation 'auto cancel' email will go out to student and consultant including iCal (#1463)
 - Added a preference for batch imports to email campus IT on success (#1476)
 - Added a Terminate Visits Now button to profile entry preferences so profile admin can manually terminate all open visits.
 - Added a Q2 Configuration option for requiring a table when raising hand (#1484)
 - Batch scans that fail now show on scan results (#1483)

Fixed
 - Ability to move availability from one day to another (#1445)
 - Fixed Export to CSV for Assignment Grid (#1447)
 - Fixed an issue with time entry for time between 12:00 am and 12:59 am (#1449)
 - Fixed issue with batch referrals for faculty not working if too many (#1451)
 - Prevent double click on roster log visit (#1452)
 - Fixed require reason for Q2 Hand Raise (#1455)
 - Fixed an issue with search availability not ignoring custom delete statuses
 - Prevent double clicking on batch save referrals (#1461)
 - Nightly missed appointment process uses student missed preference (#1471)
 - Assignment grid sorting - force numeric fields to sort numerically (#1474)
 - Fixed an issue with workshop attendance where the student is not enrolled in the course we are linking the attendance to (#1479)
 - Fixed a display issue for faculty linked to a class that has a badly formatted time for the class schedule (#1482)
 - Fixed an issue with marking a workshop as attended sometimes temporarily showing other students in the workshop roster (#1479)

<hr> [1.2.8] 2022-09-28
Added
 - Added Online as a field option for searching visits (#1429)
 - Added new capability to FTP REMOVE import process, allow remove multiple files (#1433)
 - Added new Q2 Config preference to keep a Q2 Remote center visit logged in and remain on log listing

Fixed
 - Fixed an issue with signature fields negatively interacting with fields near by (#1426)
 - Fixed an issue with wait status change functionality not working with advising centers (#1425)
 - Fixed problem displaying the custom location on batch visits editing (#1428)
 - Fixed an issue with batch emails to Faculty and Staff not using the new check system (#1431)
 - Fixed an issue with Q2Remote table visits not being marked as online (#1432)

<hr> [1.2.7] 2022-09-19
Added
 - New search availability rules and badges
 - New Twig Text item on KIOSKs and Log Listings for customized text with tags
 - New search field on scheduler staff menu (#1397)
 - New Search Avail Query counter for students
 - Added Appt Search items to Student Timeline (extra detail appointment items)
 - Added new permission to groups for allowing view schedule but not edit anything (#1395)
 - Added a print button to student center visits widget (#1393)
 - Student tags side bar to email templates and batch student emails (#1379)
 - Added new system preference for sticky start and sticky duration (#1405)
 - Added color picker for availability badges (#1407)
 - Added to Q2 Feature for showing Q2 Table visits on log listing (#1329)
 - Added ability to choose a requested consultant for a q2 table visit (#1329 also)
 - Added consultant name requested in Q2 Queue. Icon flashes if consultant user is the same consultant as requested
 - Log out a visit now has a confirmation modal (#1413)
 - Wait status not reset when wait status not used when changing the consultant from one staff to another in log listing (#1414)
 - When logging out a visit, if no location present, it will use the consultant's location automatically (#1416)
 - Added a new tag for logging a student in and out of their appointment on the staff main menu (#1368 again)
 - Added Sort Code to Reason entry (#1419)
 - Added Q2 Config option for only choosing consultants that are logged in for visits (#1423)
 - Added additional capability for logging a student into an appointment from consultant main menu (#1368 again)
 - Added Reason Sort Code to Reason entry (#1419)
 - Added a confirmation for signing a student out on KIOSK view (#1413)

Changed
 - Changed title of student cancellation reasons (#1399)
 - Center status widget now filters out work visits (#1388)
 - Adjust phrasing of drop-in reminders 'This is not an appointment' (#1378)
 - When booking a recurring appointment, the system now checks the future subjects for any subject conflicts (#1404)
 - When booking an appointment and required fields fails verification, save button now re-enabled immediately (#1415)
 - An error message will now show when student attempts to raise their hand in a queue center for which they are not currently logged in to (#1376)
 - Changed edit availability button on appointment entry closes appointment (#1418)
 - Changed how choose consultant works in tutoring center - no reset wait time (#1414)
 - When a student attempts to remote sign-in for q2 but hasn't signed in to main center - show an error message (#1376)

Fixed
 - Fixed Work Visits log time, now based on profile's time zone (#1383)
 - Fixed show text email button for SAGE referral testing (#1398)
 - Fixed This Semester Visits not filtering properly for student center visits (#1392)
 - Filter out carriage returns in Starfish export (#1370)
 - Fixed Searching for Active Faculty Incorrectly Displays Inactive Status (#1389)
 - If an availability is longer than your max appt limit, booking an appointment for that time slot causes duration to not match time (#1387)
 - Fixed very poor network conditions and pressing 'Confirm' multiple times sometimes can allow students to book duplicate appointments (#1384)
 - Fixed Students Can Book Two Or More Group Appointments At The Same Time With Different Consultants (#1381)
 - Fixed scrolling issue on appointment entry after the center info dialog shown (#1380)
 - Fixed searching by faculty name on sections listing (#1382)
 - Fixed Students' Center Visits widget - "This Month" seems to show "This Semester" data (#1374)
 - Fixed Batch Visits using wildcard subject could create a visit for an inactive registration (#1408)
 - Fixed an error when saving a favorite Payroll report (#1411)
 - Fixed on issue with QR Code KIOSK logins (#1422)
 - Fixed default sticky drag minutes (#1424)
 - Fixed location on log-in being set for drop-ins (#1416)

<hr> [1.2.6] 2022-09-14
Added
 - Added New process for faculty activations based on registrations active
 - Added more messaging for unsupported file upload doc types, added multiple new document types allowed (#1354)
 - Send auto cancellation email for multiple misses or multiple cancellations (#1361)
 - Added preference to not show avail split warning, no new profile creation unless redrock user (#1363)
 - Added new preference for instructions on how to fill out an unable to find an appointment report
 - Added Power Search option to search faculty by inactive / active (#1372)
 - Added ability to log in and out the students from the group roster
 - Added default appointment view (day or week) for dashboard for either students or consultants

Changed
 - Imports opened up to system admins
 - Logging into to center and out of center allow tabbing to buttons (#1355)
 - Moving appt modifies the appointment schedModBy field now (#1364)

Fixed
 - Fixed Issue with Move to button when Online location is stored in Location field
 - Fixed Don't hide those that have hand raised and are filtered. (#1347)
 - Fixed Work indicator doesn't appear when no log in reasons (#1346)
 - Fixed Prevent double click on avail entry save (#1353)
 - Adjusted TinyMCE to not convert urls (#1351)
 - Update course lists for courses that are linked to availabilities during the process specialties process (#1349)
 - Fixed power searches with custom fields and faculty main menu course list search (#1358, #1359)
 - Drop-in 'enter online session here' link now contains the reason and section (#1360)
 - Do not let cancelled appointments on 1-on-1 slots determine the subject for that block
 - Duration not showing similar start end duration time on appointment (#1362)
 - It's not possible to remove an email attachment after uploading (#1356)
 - Fixed an issue with the student center visits query for this month (#1374)
 - Fixed Max appointment rules for 1-on-1s do not apply to appointments not linked to an availability (#1366)
 - Notifications Do Not Adjust to local browser time zone (#1365)
 - Fixed an issue with move an appointment over another appointment that is not linked to an availability (#1367)

<hr> [1.2.5] 2022-09-07
Added
 - Add Staff fields to custom view for visits (#1333)
 - Added indexed to Appointments RecurID, StartDT, Status (query speed improvement 10x)
 - New preference added for limited consultant choices for logged in to work in same center (#1340)
 - Additional explanation for cancel - missed (#1341)
 - Warn user when saving a visit without an entered date and time
 - Allow sys admins access to temp import directory

Changed
 - Allow barcode as login to the SI QR code
 - Allow QR SI Login using user name

Fixed
 - Latest trac, show small navbar menu at less than 1068 pixels
 - Search availability instructions for option 4 and 5 were not being displayed properly (#1336)
 - Survey apostrophe issue (#1337, #1338)
 - Send email attachments to roster fixed, moving an appointment change online location (#525 again, #1344)
 - Fixed a grammar issue (#1345)

<hr> [1.2.4] 2022-09-02
Added
 - Visit / Appointment export has option to include work visits
 - Added new ability to override SMS address for certain cell users
 - Info logging added to import process, also added new campus functions to override imported data if needed
 - Added a custom message for max appt rules failure

Changed
 - Changed default system requirements for local password number of characters for uppercase and lowercase character requirements
 - Changed interval time for Q2 remote checking for help link (adjusted interval to longer duration)
 - Improvement made to Visit query for finding related registration or section (speed improvement increase by 10 times)
 - Only SysAdmins can lock local accounts
 - Course lists with related course lists no longer editable
 - Removed cancelled and deleted appointments from center status summary
 - Cancelled appointments in a group recurring will be used to determine subject if not other appointment present to determine the group's subject
 - Update trac to use new table collation

Fixed
 - Fixed Q2 Logoff button (not always available)
 - Fixed issue on calendar where sometimes chosen consultant would be forgotten
 - If Hide ID chosen on user's group, don't show ID on student pickers
 - Fixed MaxHours computation in Max Appointment rules for group appointments
 - QR code expiration computation fixed
 - Fixed issue of overlapping work visits
 - Adjustment to appointment save to keep button deactivated until save concluded
 - Prevent spam click on log out of center
 - Minor fix for Students Visit Summary report

<hr> [1.2.3] 2022-08-25
Added
 - Added new special needs to preferences for linking special needs to student lists
 - Added Create Visit on Staff entry (#1294)
 - Added host and process id to database import statuses
 - Added HTML support in Search Availability Instructions (#1304)
 - Added a new system preference to allow students to choose a cancellation reason when cancelling an appointment
 - Added a new system preference for search availability widgets to hide the menu 'First Available or Choose Date and Center''

Changed
 - Updated TinyMCE to 4.9.11, jQuery to 3.6.0, Bootstrap 3.4.1, FontAwesom 5.15
 - Changed method for ViewSchedule centers for group preference controlling access to search avail widget
 - Saving a Quick Visit without a duration will now warn the user
 - Clicking on the wait status will now by default show the consultant's name as the first choice if the user is logged in as a consultant
 - Profile Entry -> Consultants will now show consultants linked to other profiles as italics

Fixed
 - Fixed spelling mistake in "Save And Split Into Separate Availabilities (not typically recommended)" (#1297)
 - Fixed issue when availability is an odd length compared to the increment value (#1300)

<hr> [1.2.2] 2022-08-19
Changed
 - Watch list hide email hide phone group prefs are now honored (#1288)
 - Don't show timeline tab on a new record when tab cookie says to show timeline tab (#1289)

<hr> [1.2.0] 2022-08-19
Changed
 - Removed a duplicated struct update

<hr> [1.1.8] 2022-08-16
Added
 - Added Account lock and unlock interface when using local accounts
 - Added preference to control wording of enter online appointment link (#1279)
 - Added lockout when bad passwords entered multiple times (#955)

Changed
 - Increased size of faculty salutation field
 - There are no upcoming classes / appointments wording changed by dropping the word classes (#1280)
 - Student/Consultant tabs auto disappear in appointment records if no custom fields are available (#1281)
 - Change label of profile prefs, 'CC Center' to 'CC Profile' (1287)

Fixed
 - Fixed log out page for SAML
 - Fixed location choices based on profile for staff entry (#1278)
 - Fixed line breaks in preview for consultant schedule reminder emails (#1230 again)
 - Fixed Save notification upon saving visit notes to coach (#1282)
 - Fixed an issues with new appointments overlapping a block, reject new appointment before saving (#1286)
 - Booking appointment that intersects with previous block should reject the appointment (#1286)

<hr> [1.1.7] 2022-08-15
Changed
 - Search availability widget only displayed if the group is associated with a profile associated with a center listed in viewCenterSchedules group pref
 - Appointment.DisplayTime now has a raw tag included automatically (#1276)

Fixed
 - Fixed issue with reason choice on KIOSK not updating list of consultants for that reason (#1273)
 - Fixed handling uploaded documents with periods in filename (not indicating the extension)
 - Fixed Course Lists showing sections listing when including staff course lists (#1258)

<hr> [1.1.6] 2022-08-04
Added
 - Added ability to control display of prompts on the Search Availability choose Date, Profile and Center modal
 - The ability to group by faculty name in Visits by ?? report (#1242)
 - Added navsearch by student ID to the attendance listing (#1251)
 - Added new group pref for staff viewing work visits (#1243)
 - Added option to show or hide work visits on dashboard utilization (if they have access to work visits) (#1244)
 - Added option to enter Work Visit notes on log out of work session (#1245)
 - Added In-Person label to search availability results when availability is In-Person (#1255)
 - Added option to choose a blank subject in batch visit entry modal (#1257)
 - Added new global preference that turns 1 on 1 availabilities into in person availabilities if the time period for allowing students to book has expired (#32)
 - Added new preference for Q2 Configs to lock the student email address for sending the table help instructions
 - Added a weekly and daily chart of visits to Center Usage widget
 - Added Trainers to consultant names (#1271)
 - Added Accum Hours to Student power search (#1265)
 - Added raw attribute to Appointment.DisplayTime tag (#1276)

Fixed
 - Speed up auto scroll animation in search preferences interface (#1249)
 - Fixed Student log out resource buttons not fully clickable (#569 again)
 - Fix title of Date/Time field in Workshop entry (#1246)
 - Dashboard charts preferences, save button stays visible after clicking (#1248)
 - Change label and display type of custom # choices for login choices (#1250)
 - Fixed opening an entry for a layout that had a previous tab that is no longer existent (#1261)
 - Fixed 'Find first immediately' when default date is other than today (#1259)
 - Fixed Student chart issues and added 'Age' as a grouping field for charts (#1260)
 - Fixed 'enter online session' button not working when local time zone different than server time (#1196)
 - Fixed nav search issue with % wildcard followed by digits (#1263)
 - Fixed problems with periods in filenames (#1271)
 - Fixed Student timeline all since option when student record created is after first visit for that student (#1268)
 - Fixed minor issue with Calendar URL for students not showing (#1264)
 - Fixed scrolling issue after choosing reason category in appointment entry (#1269)
 - Fixed issue with creating new student bringing up blank page (#1272)

<hr> [1.1.5] 2022-07-26
Added
 - Log when students search for availabilities, process after the fact if the appointment was ever booked (#1203)
 - Added a popover title showing the query used for Lists in preferences
 - Added new preference for preserving the original physical location on visits even when marked online
 - Added indicator to the schedule that shows breaks in availabilities (#1201)
 - Added Referral.CreatedDT tag to SAGE tags (#1233)
 - Ability to set the week start day for max appointment rules involving weeks (#1132)

Changed
 - Cleaned up the look of Lookup Values listing, added navQuery fields and power search fields. (#1220)
 - Added Log List refresh back to log listing using the profiles log list refresh settings (#1215)
 - Simplified the code for search avail widgets and added 2 more widget groups for a total of 5 options.
 - Removed ability to use & character in Table names and locations for Q2 Remote (#1227)
 - Showing consultant alias instead of name for consultant center visits (#1229)
 - Added preference to control title of 'All Groups' menu in search availability options (#1232)

Fixed
 - Save and split availabilities with complex fractions of time (#1216)
 - Fixed Previews of emails to show line breaks (#1230)
 - Fixed search availability title on search dialog (#1231)
 - Fixed various issues with Workshops entry (#1235)
 - Changing Appointment Display text to defaults was not showing the Save button (#1237)
 - Fixed name of a search availability widget disappears after you click search (#1238)
 - Fixed scrolling of day summary with large amount of data (#1178)
 - Fixed an Issue with deleting Custom KIOSKs in the Profile Entry (#943 reopened)
 - Removed duplicate power search terms from the nav search menu in Attendance Listing (#1241)
 - Prevent students from booking appointments where date time has already occurred (#1124)

<hr> [1.1.4] 2022-07-20
Added
 - Added ability for faculty to schedule appointments from dashboard when SAGE is active
 - Appointment duration twig tag added (#1195)
 - Added staff sequence searches (#1190)
 - Added Custom Staff and Student Edit BIO button label (#1189)
 - Added Save and split preference and renamed save and split button (#1202)
 - Preference for setting default date option for search availability (#1187)

Changed
 - Group prefs for save own visits now honored by batch QR code visit creation (#1188)
 - Change the verbiage of the single sign in log out for KIOSKs
 - Batch selection delete visits now honors group preference for deleting visits (#1183)
 - When Q2 config name is changed, all names in all Q2tableaccess that uses that Q2 config (#1193)
 - Hide the x on an appointment entry when not inside a modal dialog (#1177)
 - Batch Changing field values for receive text alerts fixed, Custom label for report unable to find appointment, search Visits by full name (#1204) (#1200)
 - Change wording of allow user to view student contact field on schedule (#1206)
 - Don't match fields if already have been assigned any (#1180)
 - Only show save button on profile when contact actually changed
 - Visit entry centers pulldown menu needs to view Centers group preference (#1212)
 - Log listing button labels are now clickable
 - Added local account password rules, allow for lockouts, resetting password honors rules, resetting password unlocks account

Fixed
 - Staff record custom fields were not saving (#1184)
 - Fixed duplicated nav query fields for term sequence in registration listing (#1181)
 - Clicking next day on dashboard schedule was moving a week forward (#1192)
 - When moving imported field from one column to another, need to store the old line as blank (#1175)
 - Logout button on Attendance listing fixed, cannot search resource students on schedule (#1290) (#1207)
 - Changing time zones on profile entry doesn't show save button, allow blank time zone (#1198) (#1197)
 - Fixed an issue with KIOSKs and log listings
 - Q2Remote link on student search availability link not working (#1218)

<hr> [1.1.3] 2022-07-07
Fixed
 - Fixed an issue with Custom Lists
 - Fixed assignment of UUID to staff records

<hr> [1.1.2] 2022-06-24
Changed
 - If the scheduler date is today, the today button is highlighted (#1157)

Fixed
 - Fixed job server issue
 - Fixed students seeing cancellation on dashboard but not seeing other attended appointments (#1154)
 - Fixed issue where optional in/person or online slots could not be hidden by location (#1114)
 - Fixed issue with Q2 Tables with colons, ampersands and backslashes not pre-selecting (#1159)
 - Fixed an issue on search availability not allowing all center choices to be available (#1160)

<hr> [1.1.1] 2022-06-24
Changed
 - Minor formatting change to batch visits section field area (added light gray line) (#1152)

Fixed
 - Fixed QR codes for Q2 Tables default table option now working (#1151)

<hr> [1.1.0] 2022-06-15
Added
 - Implemented some changes to job queue
 - Added ability use a KIOSK as a listing
 - Minor mods to resources listing (search by resource type etc.)
 - Utility entry for visits, show only active consultants in popup (#1141)
 - Allow KIOSK, log listing options menu to be searchable (#1138)
 - Added location filtering on scheduler

Changed
 - Center Stats are sorted by Center Name
 - KIOSKs menu sorted alphabetically (#1147)

Fixed
 - Fixed consultant alias on notifications (#11463)
 - Fixed issue to allow students to save an appointment for a time where it was previously canceled (#1145)
 - Fixed student BIO condition problem (#1146)
 - Fixed find by values using a custom field (#1149)

<hr> [1.1.18] 2022-06-08
Added
 - New option in referral type for hiding non-enrolled subjects when choosing a subject for the referral
 - Inactive sections on referral are marked as Inactive

Changed
 - Adjust the wording of the KIOSK Log out message
 - Allow log listings to have a specified number of persons listed (#1130)

Fixed
 - Fixed issue with Saved Searches for groups searches not appearing (#1119)
 - Fixed issue with re-sending emails (#1134)
 - Fixed issue for Faculty only for hide reasons and recommendations

<hr> [1.0.17] 2022-05-31
Added
 - Added An 'Auto Alias' feature (#1094)
 - Added NULL value searching to power searches (and 'blankornull') (#1095)
 - Added An 'Ignore Consultant Section Specialties' option for Reasons (#1106)
 - Added default search fields to the Surveys Listing (#1111)
 - Added button to force send Reminder Emails, Missed Appointment Emails, Consultant Summary Emails (##899)

Fixed
 - Fixed Custom Registration Fields not showing up in 'Registrations by ??' report (#1093)
 - Fixed Staff.OtherID doesn't sync with linked student account (#1096)
 - Fixed 'View Listing (No Edit)' still allowing edits on certain records (#1097)
 - Fixed Sage referrals Hide from Faculty options hide information from all user levels (#1099)
 - Fixed Log listing Outstanding Resources not showing on log listing (#1103)
 - Fixed 'Log Listing/Kiosk for Profile' doesn't display centers if those centers have been recently saved (#1104)
 - Fixed Using email templates does not include attachments for the template (#1115)

<hr> [1.0.16] 2022-05-26
Fixed
 - Fixed Max Appt Rule date ranges are used even if the box is unchecked (#1088)
 - Fixed not possible to edit certain favorite reports (#1089)
 - Fixed Typing a space in a new SAGE referral email subject causes it to immediately save (#1090)
 - Fixed Using the 'Override and Resend Referral Email' option in SAGE always sends every email, regardless of which option is chosen (#1091)
 - Fixed When submitting a roster referral from student listing, changing the roster course doesn't affect the student list (#1092)

<hr> [1.0.15] 2022-05-19
Fixed
 - Fixed After performing a search on a center-specific Log Listing, the next student login/logout displays all centers as available options (#1087)

<hr> [1.0.14] 2022-05-12
Added
 - Added work visits as an option to show on day summary and schedule (view own or all added as a group pref) (#1054)
 - Added photo rotation to student and staff records.
 - Added new functionality where a group online availability's online to in-person is determined by the first booked appt
 - Added Copy Sequences and Copy IDs to allow clicking to open IDs and Sequences in a new download window.
 - Added new menu command Search by Enrollment allowing users to search by enrolled or non-enrolled in the various terms
 - Added TimeOut to Payroll report (#1033)
 - Added new Group Table Access settings: Edit (No Listing) and View Entry (No Listing)

Changed
 - Consultants can't update their own course list without table access to course lists (#1057)
 - 'Document' tab still appears in Appointment Entry, even if students don't have the ability to upload documents (#1067)
 - Centers set to 'Hide on Log / KIOSK Listing Menu' are still displayed when logging into a Profile Kiosk/Log Listing (#1068)
 - Make Assignment Comments possible to edit from the Assignment Grid view (#1064)
 - A Term with the Term Code = '0' will automatically be updated with the earliest 'from' and latest 'to' date of all active terms whenever a term is modified.

Fixed
 - Time check for the semester totals (#1061)
 - If a consultant who isn't assigned to a Course Lists edits their Course List through Confirm Bio, a new list will be created every time (#1059)
 - Multi-group option - Same Section - Does not work. (#1062)
 - Consultant Time Check doesn't follow 'Week Starts on' setting in profile (#1066)
 - 'Q2Remote' doesn't appear as a Location choice if placed in 'Default Online Options' (#1065)

<hr> [1.0.13] 2022-05-04
Added
 - Added 'semester' option to student center visits widget (#1016)
 - Added 'Time From' and 'Time To' for announcements (#1021)
 - Added point total to student time check (#1017)
 - Search by User Name for quick visit entry (#1023)
 - Added 'Proceed to SSO' option when switching to dashboard from kiosk (#1015)
 - Added Visit Notes to Visits Listing 'Change Field Values' utility (#1034)
 - Added option to return to queue for Q2 Remote (#1030)
 - Added OtherID field to Staff BIO update from Student import (#1052)
 - Added ability to use username for student raising their hand in Q2 Remote (#1049)
 - Added ability to search student by terms and conditions accepted (#1047)
 - Added group preference that prevents mass emails from being sent from Student Listing (#1051)

Changed
 - KIOSK Log out does not show a login option for a center the student is already logged in to (#1018)
 - Removed an additional click when logging out a KIOSK (#962)
 - Ignore consultant specialties for this center (i.e. Writing Center) now doesn't filter subjects on appointment creation (#1028)
 - Double-clicking Profile Reason Checkbox assigns the same Reason to a center multiple times (#1035)
 - Search availability widget now constrains the subjects list according to the center specialties of the linked profiles (#1045)

Fixed
 - Move user to group had issues (#1022)
 - Creating a block for a single center was marking all center appointments as cancelled (#1024)
 - Fixed Import process not importing students with apostrophe character in their name (#1007)
 - Fixed interacting with an Upcoming Appointment prevents you from clicking on Availabilities until a refresh (#1026)
 - Fixed Missed appointment emails no longer sending automatically (#1029)
 - Fixed Locking a group availability does not prevent students from booking (#1032)
 - FIxed SAGE Custom Question order is not reflected when submitting the referral (#1027)
 - Fixed Q2 Remote Student still sees their hand as raised even after their visit has been concluded (#1031)
 - Fixed uploading attachments to email template (#1037)
 - Fixed issue with locking course lists to consultants (#1038)
 - Fixed issue with clicking on appointment record from student timeline (#1036)
 - Fixed issue with searching Profile Reasons when reason or category has a space (#1048)
 - Fixed various typos (#1046)
 - Fixed issues with search student before searching resources on resource log out (##1053, #1050)

<hr> [1.0.12] 2022-04-28
Added
 - Added delete button to resource type entry (#1002)
 - Added Re-Send button to email (#978)
 - Added ability to search by student user name for schedule an appointment (#1010)
 - Added ability to log search availability group to a student list (#1011)
 - Added option to hide consultant time check on dashboard (#1012)

Changed
 - Selecting to activate the local accounts setting will no longer deactivate the SSO setting (#998)
 - Profiles listing is sorted alphabetically by default (#1008)
 - Availability entry day toggles changed to system color (#1009)
 - When group assigned to all profiles, now allowed edit to groups assigned to specific profiles (#1013)

Fixed
 - Fixed a typo on time check (#1000)
 - Fixed work visits for consultants - no need to notify consultant that visit has started (#1003)
 - Fixed online session is available notification from being shown for non-online appointments (#1001)
 - Fixed a cosmetic issue with schedule options popover being selected when an appointment modal is shown (#1004)

<hr> [1.0.11] 2022-04-13
Added
 - Added preference for handling students in waitlist when termination process executes (#954)
 - Added an option to add Location to Log List and KIOSK (#981)
 - Added an option to View Student record from Staff Record entry (#982)
 - Added ability to use Custom Views for Staff listings (#979)
 - Added preference to hide certain centers from Log Listing and KIOSK listing menu (#983)
 - Added master lock to system preferences to lock consultant from editing course lists (#980)
 - Added a recalc grades process for batch import scripts (#988)
 - Added ability to lock course lists from staff editing as a global setting (#980)
 - Added an option to hide a center from the log listing center choices menu in attendance listing (#983)

Changed
 - Allow keyboard selection of New Document button on appointments (#957)
 - Student picker on Quick Visit entry is paginated (#876)
 - Person picker on Task entry is paginated (#963)
 - Removed extra click on log out of other center (#962)
 - Click the term activation toggle changes activation immediately (#972)
 - Prevent student from changing any field on task except completed and notes (#968)
 - Allow log in to scheduled appointment, only show appointments within next 45 minutes (#975)
 - Hide SMS options from profile email options if TextAlert module not active (#976)
 - Removed unused preference 'condition code and flag text' (#977)
 - Adjustments to profile notifications displays an indicator that save is needed (#994)
 - Adjusted search availability results to show both online and in-person location when optional online availability (#995)
 - Adjusted all modals for better accessibility (#987, #986)

Fixed
 - Fixed issue with Staff Task creation (#949)
 - Fixed issue with Custom Fields on Log out (#953, #966)
 - Fixed save document type issue (#960)
 - Minor fixes to Notification types clicking (#959)
 - Search availability on linked to Profiles issue (#967)
 - Fixed an issue on clicking remove for availability blocks (#964)
 - Fixed an issue for preventing consecutive student / consultant appointments back-to-back (#970)
 - Send missed email computes all previous missed including current missed now (#965)
 - For Terms and Conditions, when only initials field displayed, pressing enter had an issue (#973)
 - Fixed menu for show activated for staff reason specialties (#974)
 - Fixed SAGE referral's linked list (#989)
 - Fixed when changing staff contact to profile, save button now appears automatically (#991)
 - Fixed typo 'independent' in registration entry (#992)

<hr> [1.0.10] 2022-03-31
Added
 - Added preview for Staff BIO (#917)
 - Added system preference to change term of Group, 1 on 1, and Drop In on search availability
 - Surveys can now differentiate between online and in person visits (#833)
 - Searching staff listing can include group name in criteria (#930)
 - Details button to staff time check (#931)

Changed
 - Welcome messages use WYSIWYG interface (#921)
 - Added preference to profile to require consultant on batch visits (#919)
 - Changed referral follow up date on sage listing on dashboard (#924)
 - Increased ttl for import job time
 - Batch Visits previous attended list of students show full name with middle initial (#928)
 - Added Student ID back to search students on Quick Visits (#933)

Fixed
 - Fixed ability for phones to upload documents (#897)
 - Fixed potential issue with generated links and campus code (#895)
 - Fixed Hide Reasons and Recommendations from Faculty on Full View of Referrals (#935)

<hr> [1.0.9] 2022-03-21
Added
 - Added ability for staff to see students currently logged in to an SI Batch QR Code
 - Added ability to send a group email to all visited students for an SI Batch QR Code
 - Added ability to adjust Term Code sequence
 - Added computation of Student Last Date In for Attended appointments
 - Added Ad Hoc QR Code for In Person Drop-in to scheduler
 - Added new menu to Students Listing to allow copy sequences and ID to clipboard
 - Full caching adding to import procedures
 - Added activate registrations by term button to system prefs

Changed
 - Resource Types and Resources listing modified with new Resource Type editing capabilities.
 - Changed label for Staff Reason Quit / Terminated (#914)
 - Cancelled appt show as dimmed always on schedule (#910)
 - Merge records can identify up to 5 fields (used to be 4)
 - New Ad hoc appointments can now be set to online (#916)
 - Do not allow browser to resubmit appointment save from student (#903)
 - Allow custom locations on batch visits (#918)

Fixed
 - Fixed last date in field for students when batch visits created (#901)
 - Consultant can no longer have two work visits at same time

<hr> [1.0.8] 2022-03-08
Added
 - Added ability to remove multi slot times from the availability (#844)
 - Added Process Specialties for Course List items to batch operations options (#847)
 - Added system pref for calendar start time and duration (#856)
 - Added new Student Action menu to Register student in a course (#849)
 - SurveyTrac Instructions can now have HTML text (#848)
 - Added Confirmation email for Resource checkouts (#859)
 - Added Checkouts options to Student search modal (#860)
 - Added ability to limit who can check out a resource via a master block list and individual allow list for each resource type

Changed
 - Group roster now updates when an appointment in roster is updated (#852)
 - Mark all attended now only marks the appointments with No Status as Attended, skipping Cancels and Misses (#850)
 - Student searching for quick visits and batch visits now limits the student list results to 30 records at a time (#876)
 - Removed Required field for Section ID in batch visits (#875)
 - Removed some field choices for Student Listing -> Create Chart (#863)
 - Increased length of custom question's answer size (#868)
 - Time format of Batch Visit entry changed to am/pm (#864)

Fixed
 - Roster mark all attended can now be used repeatedly (#851)
 - Register In from Student listing worked but displayed an error (#855)
 - Student signin via QR code, Time Check data was too large for portrait orientation, time check reformatted to display properly (#854)
 - Printing a Time check from KIOSK would display extraneous information, that information has been removed (#853)
 - Fixed an issue with QR SI codes not working (#877)
 - Added additional security to student document downloads (#878)
 - Prevent student from clicking on center visit lines (#879)
 - Fixed report Registrations by ?? when student id added (#872)
 - Prevent same student from being added to group roster multiple times (#867)
 - Fixed issue with search availability instructions not being shown (#869)
 - Fixed 'Batch Visit > Batch Scan' - If an incorrect ID is entered, no visits are created for anyone in the list (#885)
 - Fixed Multi-Person Availability Locks apply to all availabilities in the series, not possible to unlock any but the first (#884)
 - Quick and Batch Visit duration not counting towards Registration Total Visit Time (#883)
 - 'Section' field no longer appears when creating Quick Visits, only appears after saving (#882)
 - 'The location for this appointment is here' text allows students to join an online session before booking the appointment (#881)
 - 'Send notes' button on visit entry not displaying consistently (#886)
 - 'Preview' button doesn't work for Resource Emails (#888)
 - SurveyTrac 'Link to Centers' list displays inactive subcenters as options (#892)

<hr> [1.0.7] 2022-03-03
Added
 - Added Visit notes field to be shown on new record entry (#806)
 - Added visit information to survey responses report (#790)
 - Added isTerminated to Visits By report (#812)
 - Added ability to open up Visit and Appointment records from Staff timeline (#822)
 - Added Center Info Preview button to center entry (#820)
 - Added Consultant payroll Time Check button to dashboard of consultants (#817)
 - Added additional options for Status charts (#404)
 - Added ability to send batch emails to Staff and Faculty (#232)
 - Added ability to enter Follow Up notes to Outstanding Appointment Requests (#832)
 - Added ability to add Consultant and Wait Status to KIOSK listing and prevent student from clicking to change (#842)
 - Added ability to lock a group availability's time slot from further booking by student via search availability (#811)

Changed
 - Allow set work type group disposition to '1+' (#801)
 - Increase character length of Location field (#821)
 - Document Types that are not usable for students are now hidden on new document entry (#836)

Fixed
 - Fixed issue where certain fields were being shown even if preference for those fields to be hidden was selected (#799, #800)
 - Fixed an issue with search availability not loading results when dynamic lists utilized data from SAGE referrals (#802)
 - Fixed an issue with Schedule and Appointment widget showing reasons from another profile grouping (#803)
 - Fixed group roster email attachments issue (#805)
 - Fixed wording of 'Drop-in Appointment' to 'Drop-in Availability' (#786)
 - Fixed various lists sort by column (#808)
 - Fixed additional wording of drop in availabilities (#810)
 - Fixed title of the Send Visit notes button for individual visits (#809)
 - Fixed watch list indicators issue for a malformed query (#813)
 - Fixed 'Last Month' for navSearch on Visit Listing (#819)
 - Fixed an invisible reserve block on schedule (#829)
 - Fixed deactivations for Student in List not automatically running (#831)
 - Fixed an issue where Sending an Email to a single student had problems (#834)

<hr> [1.0.6] 2022-02-18
Added
 - Added Other_ID and Other_ID2 fields added to Student SAML login options
 - Added per tutor MaxHours field
 - Added new tag called 'Auto Cancelled' (#795)
 - Added subject identifier in group rosters when same subject/instructor/section chosen (#426)
 - MaxHours field to staff record and a MaxHours tag to the max appointment rules functionality (#785)
-
Changed
 - Changed: enter online session button is hidden when clicked
 - Missed appointment email process only changes student status to Student Missed

Fixed
 - Fixed work button content from wrapping
 - Fixed location of appointment not overridden when opened
 - Fixed New Student visit summary report (#776)
 - Fixed Outstanding Appointment request report (#787)
 - Fixed Drop-in Availability wording
 - Fixed an issue regarding scheduling appointment problems with clicking on the availability time on the schedule (#789)
 - Fixed automated emails adding extra lines breaks (#791)
 - Prevent student from entering online session early (#794)
 - Fixed issue preventing certain user from being able to select a student from the search student prompt (#793)
 - Fixed an issue with appointments Visit Utilization report (#782)
 - Fixed an issue with display of upcoming appointments on dashboard (#797)
 - Fixed an issue with certain users unable to open group roster on scheduler (#798)

<hr> [1.0.5] 2022-02-09
Added
 - Added student ID to sort for Students by report (#752)
 - Added ability to attach an upload document to a Visit record (#739)
 - Added ability to create a Quick Visit from the Student Record (#740)
 - Added ability to specify the online versus in-person location of availability (#438)
 - Added ability to hide certain sections from Student course list options (#770)
 - Added ability to search registrations by sequence in assignment grid (#764)
 - Added Multi-part consultant group appointment reminder prefs
 - Added ability for SysAdmin to lock a CourseList
 - Added ability for Staff to opt out of SMS messages.
 - Added ability to resend survey to students (#783)

Changed
 - Change wording of 'Online Optional' to 'Online or In-Person' (#756)
 - Center status on dashboard no longer displays inactive centers (#753)
 - Staff reasons no longer display inactive reasons (#751)
 - Changed wording of Log in button to Log In / Out on KIOSK (#746)
 - Changed format of visit duration to xh Ym instead of 0:00 (#741)
 - Overridden ID format applied to all reports (#738)
 - Prevent utilization editing visit from opening more than 1 visit popup at a time (#772)
 - Changed look of processed checkbox on listing for outstanding requests (#769)
 - Hide Sign up for SMS Reminder button when school does not have Text Alerts module (#762)
 - Appointments from other centers now display for scheduler when showing all staff (#780)

Fixed
 - Overriding Student ID fixed (#738)
 - Fixed an issue with import header protection when schools send extra characters prior to first quote (#754)
 - Fixed find student button for ad hoc appointment creation (#755)
 - Fixed a whiteboard send image issue with some browser (#398)
 - Fixed issue with appointment duration when profile preference duration increments is 00:00 (#744)
 - Fixed issue with Previous Visits tab on Visit entry, honors consultant security settings (#748)
 - Fixed issue with SAGE triggers and certain emails (#749)
 - Fixed issue with double clicking the join session button creating multiple visits (#750)
 - Fixed issue with deactivated custom fields still showing in visit entry (#743)
 - Fixed issue with editing visit link not working on page 2 of the utilization (#745)
 - SI Comparison report - Percentages not adding up correctly (#747)
 - Fixed permissions issue with booking appointments by staff on group availability (#742)
 - Fixed export of grade assignments to CSV from registrations listing (#767)
 - Fixed selecting a section on Quick Visit when section title contains apostrophe (#771)
 - Fixed issue with certain visits not computed in total visits shown for registration (#765)
 - Fixed issues with recurring appointments being block when block is for all center or all staff (#766)
 - Fixed sort options for outstanding appointment requests (#768)
 - Fixed an issue with Terms and Conditions acceptance when Staff is seeing conditions for a student (#763)
 - Fixed navigation bar display for faulty entry (#775)
 - Selecting consultant on KIOSK login rechecks whether continue button should be enabled (#779)
 - Delay for KIOSK welcome message is reset when the KIOSK modal is closed (#781)
 - Fixed an issue in SI comparison report (#747)

<hr> [1.0.4] 2022-02-01

Added
 - Drag and drop student photo files now convert file names from old format to new.
 - Added preference to control display of numeric ID of student on student listing and entry and in search list
 - Added Students currently being seen to center status area of dashboard
 - Added new functionality during SAGE Email processing to assign referral to a consultant
 - Added availabilities for other centers will now appear on schedule for all persons in a center
 - Added last modified by and scheduled by to bottom of appointment display (#728)
 - Preference to allow future appointments to be auto cancelled is student cancels 2 consecutive appointments
 - Added ability to send visit notes from the Group appointment roster

Fixed
 - Fixed issue with confirm student bio not showing on dashboard for some students (#724)
 - Fixed issue with Quick Visits not showing in utilization tab if no Entered Date Time (#732)
 - Fixed issue with some reserved time blocks not appearing on schedule for all persons in a center (#731)
 - Fixed students unable to upload a document to an appointment (#719)
 - Fixed a display issue with attendance listing in student entry not display until a search is performed (#726)
 - Hide reasons and recommendations from faculty on a roster referral now works (#722)

Changed
 - Changed the display of lists assigned in student entry with searchable option (#706)
 - When SAGE recipient removed, automated emails will display the recipient with a line through (#721)
 - Notifications for outstanding appointment requests now can be shown to any group with privileges (#730)

<hr> [1.0.3] 2022-01-27

Added
 - Added Visit Notes to attendance listing in student entry.
 - Added Send Quiz option for Surveys
 - Added Lab Staff as another Consultant descriptor (#700)
 - Payroll summary export now contains work reasons
 - Added ability to mute notification bell sounds (#710)
 - Upcoming group appointments are shown as a single item on consultant dashboard
 - Added Staff.FirstLast name search to Visit search (#712)

Fixed
 - Change student status to missed in group roster will now send missed appointment email (#703)
 - Only show active sections on registrations entry (#709)

<hr> [1.0.2] 2022-01-24

Fixed
 - Fixed issue when custom missed status was not being used to calculate 2 consecutive missed appointments. (#696)
 - Fixed Reasons sort order on Search Availability reasons menu (#694)
 - Fixed issue with editing groups not showing profile menu for certain user groups
 - Fixed Registration activation for certain conditions when registration record not imported

Added
 - Special Needs added to reports for Appointments
 - Added ability to link a max appointment rule to student on (or not on) a particular list
 - Added display of time when hand was raised to the Q2 Queue (#689)
 - Dashboard for Consultants now has week and day view for appointments
 - Resources listing now uses barcode for searching in nav search field.
 - Added ability to specify section, with wildcard, when adding an item to a course list.
 - Added Semester Dates to Time Line choices for time period.

Changed
 - Change Field Value for Visits / Appointments: other fields adjusted automatically when duration adjusted (#693)
 - SysAdmins now see outstanding appointment requests as notifications items (#678)
 - Adjusted the time display on dashboard visits to show 1h 23m format.
 - Quick Visits Date Entered is no longer required

<hr> [1.0.1] 2022-01-21

Added
 - Consultant main menu shows appointment view options for Day, Week, and List
 - Updating Duration field will now auto update the End Time (for Visits Change field Value) (#693)
 - Show Accommodations in Reports (#423)
 - Outstanding Appointment Requests will notify SysAdmins (#678)
 - Max Appointment Rules now have the ability to link to Lists (#686)
 - Added start time for hand raised in Q2 list (#689)

Fixed
 - Schedule reserved blocks now shown properly on Center Schedule report (#685)
 - Work Visits do not require a student when saving on entry screen (#682)
 - Work Visits Reasons are now scrollable in the work visit menu.
 - Adjusted the entry screen to hide the save button for those without access via the table access preference.

<hr> [1.0.0] 2022-01-15

Changed
 - Code running on AWS

<hr> [0.11.9] 2022-01-13

Added
 - Create batch Work Visits from the Staff listing
 - New preference to Hide Drop In availabilities from Students
 - Upload URL as document record

<hr> [0.11.8] 2022-01-06

Added
 - KIOSK Name search allows for Middle Initial and displays middle initial in results
 - drop-ins allow student to receive an SMS reminder (#661)
 - Ability to add an import process to deactivate students not imported (#658)
 - Search avail widget title pref now used in search dialog title as well (#662)

Changed
 - Roster send emails to All send to all except cancelled appointments (#652)
 - Twig tag Appointment.isCancelled now ignores missed and added new tag isMissed (#657)

Fixed
 - Keep multi-check custom fields from wrapping between checkbox and label (#656)
 - Changing status of appointments to custom missed status was not sending missed email (#655)
 - Fixed issue with dynamic list using related data not showing page entry (#659)
 - Do not auto choose Student ID field for import field matching (#660)

<hr> [0.11.7] 2021-12-28

Added
 - Potential assignments is now a selectable menu
 - Recompute Specialties runs as a job behind the scenes (#646)
 - Appointment reasons now allows for grouped reasons (#643)
 - Added more preferences for title text for Schedule and Appointment widget (#650)

Fixed
 - Minor bug fixes (#649)
 - Availabilities for a staff is based on linkages to centers and the current user's privileges (#631)
 - Search availability choosing student no longer shows inactive students (#648)
 - Fixed issue for reason required to be chosen on schedule an appointment (#651)

<hr> [0.11.6] 2021-12-21

Added
 - Added Queue view to KIOSKs and Log Listings
 - Added minimum visit time in grade calculations
 - Added twig rendering to Confirm BIO text
 - Added center filtering to centers menu on the scheduler and sorted the centers

Fixed
 - Sections listing on Quick Visits
 - Fixed sorting Registrations on Student Entry
 - Sections on search availability

<hr> [0.11.5] 2021-12-19

Added
 - Added Terms and Conditions for Student Main Menu, KIOSK Login, and Booking Appointments. (#484)
 - Remove Course list from the listing for Deactivated Staff members. (#619)

Fixed
 - Fixed: Staff have access to create availabilities in centers they don't have access to. (#616)
 - Fixed: Student group uses the View Schedule group preference for determine the centers shown when searching availabilities. (#617)
 - Fixed: Availabilities created with choosing the DAYS (defaults to null), where being hidden when choosing Hide Unavailable on the scheduler. (#618)
 - Fixed: Batch Visits - Batch Scans and Selected do not record subject when using the wildcard (#620).

<hr> [0.11.4] 2021-12-09

Fixed
 - Fixed Attendance and KIOSK menus, only show Profiles for Centers the user has logging access to
 - Fixed adjust computed end time of appointment when Duration changed (#612)
 - Fixed SAGE Referrals Listing timeframe for Today and Yesterday (#613)

Added
 - Added Live time of Q2 visit updated and expected duration shows warning if over time (#526)
 - Added Profile Preference to prevent consecutive appointments with same student / consultant (#29)

<hr> [0.11.3] 2021-12-07

Added
 - KIOSK Menus will sub group by Profile if more than 5 profiles
 - Added more fields to be used as staff -> student linkages
 - Added special needs / skills to outstanding appointment requests
 - Added grouping by Profile for Schedule Center / Consultant menu for more than 5 profiles
 - Honor missed appointment status for Group Rosters

Fixed
 - Fixed Order profiles by Name
 - Fixed export students to CSV removed non-breaking space characters from email text
 - Fixed search in select after a listing searched

<hr> [0.11.1 2] 2021-12-02

Added
 - Added ability to drop a large number of student photos onto the student photo folder for batch upload
 - Added Subject Faculty display option to subject listing on student main menu for search availability
 - Added requirement for Student to be chosen for a Quick Visit to be saved
 - Added inactive surveys to the surveys list for access preferences
 - Added Assignments to the search Students form

Fixed
 - Fixed Whiteboard issue with blank or single pixel images
 - Boosted the speed of the search student form
 - Search students by Visits will only search active registrations

<hr> [0.11.0] 2021-12-02
Fixed
 - Fixed faculty email report

Added
 - Added more logging for send SMS for future debugging

<hr> [0.10.59] 2021-11-27
Fixed
 - Fixed dynamic dates for status charts (#571)
 - KIOSK Login, update consultant list when subject chosen
 - Fixed charts issue (#574)
 - Fixed issue with custom tab1
 - Fixed Sort Groups by Name
 - Fixed Batch Visits for selected students

Added
 - Assignment Grid now available in Sections Enrollment Entry and Registration Listing
 - Added Group Preference to hide student photos

<hr> [0.10.58] 2021-11-22
Fixed
 - Unable to delete list from Student Listing if the name contains an apostrophe (#559)
 - For a certain campus, Unable to create new Max Appointment Blocks (#560)
 - Fixed Sorting profile listing by email doesn't sort alphabetically (#561)
 - Fixed Saving a large phone number causes blank screen (#562)
 - Fixed select student names in quick visit if the student's name contains an apostrophe (Fixed #565)
 - Fixed Staff members are unable to update their Staff Bio (#566)

Added
 - Added ability to apply location to SI Batch visit and Quick Visit (#563)

<hr> [0.10.57] 2021-11-16
Fixed
 - Sort groups menu on staff entry alphabetically
 - Allow sysAdmins to access public and admin docs in System Preferences
 - Removed preference to staff confirmation BIO that was not needed
 - Cancelling appointments via a block will send cancellation emails if needed

Added
 - Student search form now allows the ability to search for the students via existence or non-existence of a linked record (Appointments, Visits, Registration, Document, Survey, SAGE Referral)

<hr> [0.10.56] 2021-11-12
Fixed
 - Fixed issue with custom views not saving all the fields for power search
 - Dropped Appointment OnlineURL custom tag
 - Fixed issue with opening profile reasons

Added
 - Added auto navigate to last KIOSK if dashboard is loaded with logging in

<hr> [0.10.55] 2021-11-09
Fixed
 - Update link class
 - If the center of a multi-person availability is changed, also change the center of the related appointments (#510)
 - Redirect kiosk accounts back to the kiosk view if dashboard is accessed without logging in (#507)
 - Profile Admins Cannot Save Profile PREFS Settings (#506)
 - Fixed unable to open groups from Profile Entry (#505)
 - Fixed wildcard search in visit location (#504)
 - Fixed Creating a new student from the log listing doesn't follow the "next ID value" preference (#503)
 - Fixed Custom Registration Listing Views - Student custom field data doesn't display (#498)
 - Fixed Appt Missed calculations when covered by a block (#518)
 - Covering an appointment with a block will now cancel the appointment (#519)
 - Fixed Appointments for subjects where subjects no longer active still show as choice (#522)
 - Fixed open term entry issue (#523)
 - Prevent arbitrary center ids from being entered with batch visit entry (#516)

Added
 - Add location drop down to Visit Record (#502)
 - Moving appointment from one consultant to another, change location (if using staff location) (#525)

<hr> [0.10.53-54] 2021-11-09
Fixed
 - Fixed Custom URL issues

<hr> [0.10.52] 2021-11-04
Added
 - Added confirmed datetime and notified datetime to notification entry
 - Added number of students selected during SI Batch student selection (#495)

Changed
 - Notification types that don't require confirmation now display on KIOSK login (#480)
 - Q2 Report menu is available to staff

Fixed
 - Group by referral related data (#442)
 - Roster emails sending to all (#485)
 - Work visit button display weirdness when resizing the screen on KIOSKs (#481)
 - Fixed issue with a blank watch list query causing save on student to show a blank screen (#482)
 - Utilization and Center Visits Widget on Dashboard - Sorting by Name or Center hides all visits (#483)
 - Fixed issue where staff privileged prevent editing students still were able to edit a column in custom view (#487)
 - Fixed with unable to search in nav search area with text that included an apostrophe (#488)
 - Fixed issue with appointment saving, when clicking save and a field is required, save button was not ren-enabled (#490)
 - Fixed issue with new student record showing timeline and registration records, now hidden until save (#492)
 - Fixed marking an appointment as Missed doesn't trigger the Missed Email to be sent (#493)
 - Fixed clicking the X icon to close the "this appointment is part of a series" window soft-locks the dashboard (#494)
 - If a recurring appointment lands on a day with an Availability Block, it still books the appointment, overlapping the blocked time (#489)
 - Added Save button to the Student Custom1 tab (#499)

<hr> [0.10.51] 2021-11-01
Added
 - Added ability to specify current term when creating max appt rules
 - Added ability to specify a course list linked to an availability
 - Added a new twig tag for "Last Modified By" in appointment records (#475)
 - Added RedrockOnly announcements to identify to Redrock staff regarding any special conditions that should be taken into account when adjusting system parameters (i.e., activating students is specially performed)

Changed
 - Custom views have a default search of all records now
 - Center utilization uses the dates of the active terms but ignores null dates in terms

Fixed
 - Fixes 'Last Modified By' in appointment records doesn't update when a student cancels an appointment (#474)
 - Fixed an issue caused by new max appointment rules: current term preventing appointment save
 - Fixed appointment documents being deleted not refreshing the document listing in appointment

<hr> [0.10.50] 2021-10-29
Added
 - Added listing editing capability to certain columns when designated (listings and custom views)

Fixed
 - When staff cancels appointment, message was stating student cancelled (#473)

<hr> [0.10.49] 2021-10-28
Added
 - Added sorting capability to faculty referrals list: sort by first or last (#467)

Fixed
 - Time check after choosing the student from the list didn't show the continue button (#469)
 - Clicking next on utilization listing doesn't hide the navsrch field (#468)
 - Changing availability location was not saving new location in appointments (#458 AGAIN)
 - navSearch previous query shows html for < and > (#471)

<hr> [0.10.48] 2021-10-27
Added
 - Added new profile preferences for Student Time Check

<hr> [0.10.47] 2021-10-26
Added
 - Added student ID, Other_ID and Other_ID2 to field picker for Custom Views (#465)
 - Added view student record button from Outstanding Appointment Request screen (#464)

Fixed
 - Fixed document type toggle buttons appearing over top nav bar (#459)
 - Fixed uploading attachment files to Email templates (#461)
 - Fixed backup link to enter online appointment now passes reason and section to log the visit

<hr> [0.10.46] 2021-10-25
Fixed
 - Fixed Outstanding appointment request reason not showing/saving on entry screen (#463)
 - Fixed batch emails for group roster emailing issue (#460)
 - Fixed availability location change not applying to group appointments when appointment is not online (#458)
 - Fixed issue with new document type button causing a click event for doc type toggle buttons (#457)
 - Fixed issue on appointment entry where editing a custom field value wasn't causing appointment save button to appear
 - Fixed minor positioning issue on whiteboard chat history when page is resized

<hr> [0.10.45] 2021-10-23
Added
 - Added support for the various date time formats on KIOSK and Log listings
 - Added sys pref to display Accum Hours on Student/Campus tab
 - Date time conversion for time zones on KIOSK and Log Listings
 - Added Profile Pref for time zone different from Campus time zone

Fixed
 - Dragging an appointment past the midnight hour fixed (#448)
 - Fixed whiteboard issue with draw sending multiple times on multiple send clicks (#451)
 - After sending, undo options cleared (#462)
 - Clicking the delete button on newly created watch/custom list fixed (#447)
 - Preview for "Warning message to display on early logout" shows a preview of Notice on KIOSK instead (#445)
 - Creating a new document type expands all existing document settings, and inverts whatever they were set to (#444)
 - After creating and deleting a Custom List, it becomes impossible to rename existing lists until a refresh (#443)
 - Changing locations in appointment entry doesn't prompt the save button to appear (#440)
 - Fixed Next staff and previous staff buttons, clicking too fast shows wrong staff (#449)

<hr> [0.10.44] 2021-10-21
Added
 - Added change log list (View Latest Changes menu added for SysAdmins)
 - Added change location on group availability affects appointments (#435)

Changed
 - When creating new document, auto expand the file browser area (#434)

Fixed
 - Typo in section search for availability block sections (#431)
 - Typo in outstanding appointment request title text (#432)
 - Email survey after visit via Join button (#428)
 - Fixed display of student appointment after booking an appointment (#433)

<hr> [0.10.43] 2021-10-20
Added
 - Improvements to navSrch previous search menu (for Students & Registrations)
 - Added color ribbons to search availability results (#427)
 - Announcements for students may be for dash or kiosk of both, also fixed an issue with login dialog disappearing prematurely (#425)

Fixed
 - Choosing consultant on logout was not working properly (issue #424)
 - Fixed custom views for very complicated table traversal (ie Registrations needs data from Courses and Students) also allow Generated fields to be chosen

<hr> [0.10.42] 2021-10-19
Fixed
 - Fixed registration views to show Student fields.
 - Found an issue with visits not logged out that aren't getting terminated (#417)
 - Moved KIOSK choices for all centers that profile and Log listings to last item in list (#416)

<hr> [0.10.41] 2021-10-18
Added
 - Subjects chosen for availabilities are shown in the slots (#260)
 - Appt Visit Utilization report, add csv output option

Changed
 - Availability recurring (optional & selected) interface changed to be more simplified (#335)
 - Less stern warning regarding date and time of appointment when not matching expected values (#414)

Fixed
 - Fixed issue when deleting a multi availability, remove from calendar display
 - Prevent double clicking on appointment save (#413, #412)
 - Fixed certain submenu choices for windows surface table (#401)

<hr> [0.10.39] 2021-10-15
Added
 - Export Registrations to csv (#410)
 - Added ability to re-search previous searches using menu on nav search (#372)
 - Added new feature / system preference: Dash chart choices are now customizable
 - Add option to show summary report for Appt Visit Utilization

Fixed
 - CC center on send email to students listing
 - Switch format of full name on user searches

<hr> [0.10.38] 2021-10-14
Added
 - Update SMS validator to support api key

<hr> [0.10.37] 2021-10-14
Added
 - Saved searches are editable by sysAdmins (#406)
 - Add icon to automated reports in favorites submenu

Fixed
 - Fixed privileges issue when switching to Staff that is Profile Admin from Faculty

<hr> [0.10.36] 2021-10-13
Fixed
 - Fixed typo in search availabilities

<hr> [0.10.35] 2021-10-08
Added
 - Added scheduler cookie prefs to the user preferences (#373)
 - Allow SI Batch codes to work for non-enrolled sections (#397)

Changed
 - Added options parameter to sendConfirmation, when online changed on availability from No to Yes or Yes to No, adjust all future appointments (#394)
 - Moving appointments, set avail id and force confirmation immediate. Recompute duration

Fixed
 - Fixed typo in search availabilities
 - Online location display option fixed (#396)
 - CC Center on Roster batch emails fixed (#380)
 - Moving appointment from one consultant to another fixed email issue (#393)
 - Fixed a bug with courselist sql when blank data in search criteria
 - Your online session is available needs to be removed if appointment is canceled or deleted (#395)
 - Prevent double clicks to enter online appointment (#392)

<hr> [0.10.34] 2021-10-07
Added
 - Trap double clicks on links on scheduler

Changed
 - Outstanding appointment requests are now accessed via Table Access preference (#389)

Fixed
 - Roster buttons became unresponsive after clicking (#384)
 - Fixed formatting of move and edit availability buttons in appt entry (#385)
 - Choose a different date on move appt (or search availabilities)... format to look like a button, fixed bug with not choosing last date chosen (#388, #387)
 - Fixed datetime format on mailqueue display (#386)

<hr> [0.10.33] 2021-10-06
Added
 - New integration functionality for merging multiple campus licenses into one
 - Faculty email report allowed for Admin (#377)

Fixed
 - Fixed Views became broken from previous adjustment (#383)
 - Fixed drawing availabilities with DAYS = null
 - Scanning SI batch codes other than Student Sequence is fixed (#383)
 - Fixed OFF/ON CAMPUS/ZONE calculation (#379)
 - Fix missing csv header (#371)

<hr> [0.10.32] 2021-10-01
Added
 - Minor documentation, latest trac

Changed
 - Group pref override scheduling prefs allows search Avail find any availability during move process (#370)

<hr> [0.10.31] 2021-09-30
Fixed
 - Process SI and Batch fixed online checkbox option (#369)
 - Fixed the CourseList course item issue when expanding an item, search didn't account for text values (#367)

Added
 - Update PinStatus during imports, remove old pins automatically, allow user to remove a status pin if they dont need to see it any longer (Gears turn during long processes)
 - Added a KIOSK option for All Profiles (#365)
 - Added a few more power search phrases for the visits listing (#366)
 - Nightly terminate removes any non-started visits

<hr> [0.10.30] 2021-09-29
Fixed
 - Fixed a typo in student nav search choices: Birthdate
 - Batch visits create for non-online batches properly (#361)
 - Prevent appointments with duration <= 0 from being booked
 - Addition appointment security checks added to prevent user from hacking the appointment values

Changed
 - Auto cancel future appointments when 2 consecutive missed in a recurring series
 - Add survey instructions to the survey link email

Added
 - Add watch list indicators to referral list to faculty (#352)
 - Profile admins can create student records in the student listing screen
 - Referrals Assigned, student name is now clickable to view student entry (#363)

<hr> [0.10.29] 2021-09-28
Fixed
 - Latest trac for menu slider fix (#354)
 - Don't allow students to override a conflict with a blocked time (#355)
 - Fixed appointment layout issues when viewing from a phone (#349)

Changed
 - Referrals listing on dashboard, add student name and added ability to filter

Added
 - Added search active only to registrations listing (#356)

<hr> [0.10.28] 2021-09-24
Fixed
 - Fixed appointment layout issues when viewing from a phone (#349)
 - Fixed issue with choosing a section for an availability (#348)
 - Moved get student bio to a helper proc. Fixed issue when showing students before opening batch visits (#350)
 - Another fix (#329) - applied to group appointments
 - Fix for issues (#322, #339) - appt scheduled by and modified by

<hr> [0.10.27] 2021-09-23
Fixed
 - Click continue multiple times creates multiple logins, hide button to prevent (#347)
 - Date format for search availability problem (#342)
 - Fixed an issue with Static lists being non-editable (#338)
 - Converting seconds to HH:MM format, rounding fix

Added
 - Add a message to top of appointment when appointment is saved (#)
 - Add logging to survey and report email attempts
 - Allow required fields that are toggle fields to be highlighted when not chosen (during validation process) (#344)
 - Added ability to test an IP address to understand if IP is in block range or not.
 - Add SchedModBy field to Appointments table
 - Error logging on appointment email send
 - Faculty email report - add reply-to email address

Changed
 - Email: Only allow From override if not using mail.cordernet.com or office365
 - Adjusted wording of Reason Not Required override (#341)
 - Differentiate between visit location and appt location for student visit/appt report (#336)

<hr> [0.10.26] 2021-09-21
Added
 - Add a RegStatus field to Registrations allowing a different field to be used for deactivating a registration record (#334)
 - Additional Logging on calc_Missed
 - add ability to process additional merges, cleanup, after a merge operation has been performed using an optional function 'app_processAfterMerge'

<hr> [0.10.25] 2021-09-20
Fixed
 - Fixed a bad SQL statement having to do with blocked availabilities

<hr> [0.10.24] 2021-09-20
Added
 - Added ability to collapse the filter text on KIOSKs (#328)
 - Add document uploaded Notifications that appear under alarm bell (#180)

Changed
 - Preference for work button now control consultants logged in button
 - Obscured placeholder will now use a label is text to be displayed

Fixed
 - Fixed a bad SQL statement
 - All uses of count check for countable
 - Cancelling an appointment might mark status as undefined (#326)
 - Fix for automated reports - even if bad email address, update favorite as processed
 - Fix import batch item process to not automatically have a batch file name, so the user has to enter it.

<hr> [0.10.23] 2021-09-20
Changed
 - Adjusted cleanup report - use record class so changes are auto logged

<hr> [0.10.22] 2021-09-18
Added
 - Added ability to pull linked student data into staff record when viewing/updating (#146)
 - Allow max appointment rules for blank status (#317)
 - Added Bi-Weekly to repeating appointment

Changed
 - Group multi slot booking should not use time intervals (#323)
 - Don't notify Staff when their own work visit appears (#321)
 - Show FTP versus School Imports Test file name
 - Query student subjects is faster now on search availability

Fixed
 - New Custom fields had an issue with saving before extra clicks (#250)
 - Latest trac and fixed dashboard links on entry forms
 - Cancel - missed status wasn't being applied properly (#324)
 - Fixed Show These students from the Visits listing after having found visits for this week (#320)
 - Prevent student double booking re-fixed (#318)
 - Set appointment status as attended when online session entered (#319)

<hr> [0.10.21] 2021-09-17
<hr> [0.10.20] 2021-09-17
Added
 - Batch assign UUID for faculty if not already assigned.
 - Added php Uuid::uuid4() assignment to import process for any record that has a UUID field
 - Students can use the multi-slot booking now

<hr> [0.10.19] 2021-09-16
Added
 - Added ability to remove calendar iCal attachments (#279)
 - TotalTime in Visits Export (#307)
 - Log out consultants button added to list of consultants logged in (#306)
 - Latest trac
 - Ability to override max merge records found limit
 - Conclude work visits from visit listing (#303)
 - Reports are now run as job on the job server
 - Added ability to Log visit to only staff who are logged in to work (302)
 - Added Section CRN to various reports (#298)
 - New profile pref to require reason and section on save appt only
 - When logging in at KIOSK for an appointment, the Subject and Reason and Time are displayed
 - Allow section to be specified in a Custom KIOSK (#280)

Changed
 - Allow uses to remove a list even if linked to student records
 - Show only staff in a center if there is a linkage for that staff in that center
 - Custom KIOSK assigning a Reason, removed any duplicate choices
 - Hide work visits from KIOSK (#308)
 - Writing centers don't use specialties for subject list for consultant (#304)
 - Roster status updates are now done using record object for logging purposes
 - Changing online for an appointment in a series now applies the value to all in the series (#254)
 - Last import status with mismatched columns or column data has better error display
 - Only output headers right before json output (for the API)

Fixed
 - Fixed issue with blocks not completely obscuring availabilities
 - Multi-slot booking fixed when hour start increments is 0 (#310, 309)
 - Don't show inactive registrations on search availabilities subject choices (#313)
 - Wait time reports: if WaitTime is null, use 0 (#305)
 - Fix resource images load/uploadto
 - Fixed bug with login to appointment text showing subject reason and time.
 - RecurID of undefined is not a real recurID
 - Max Appt Rules for Subject needs to query for same CourseID

<hr> [0.10.18] 2021-09-14
Added
 - Added #id of conflicting subject section appointment for debugging purposes
 - Added go to dashboard icon to some of the entry screens

Changed
 - Use NIL UUID for default User, check for null user before loading groups
 - Group appointments with slot prefs (same subject, same faculty, same section), now do a check before saving a new appointment (#246)
 - Split automated_reports into two scripts - reports and exports

Fixed
 - Adjust z-index of nav so magnifying glass isn't on top of menu above (#248)
 - Fixed typo, report calculation (#296, #301, #300)
 - Students can't override adding more to a multi-person slot (#296)
 - Don't show work visits (or visits with null for student id in Log List or kiosk)
 - Removed duplicated appointments based on related table search
 - Fix, in case a later-deleted customData field is in use in a saved favorite report
 - SchedCheck bug fixed
 - Move To dialog now appears over existing appointment dialog
 - Get proper campus code for sso logins

<hr> [0.10.17] 2021-09-13
Added
 - Referrals widget default open/close via cookie
 - Added CRN to Student's Registrations List
 - Added CRN field to various reports (#287)

Changed
 - Removed 'Email' from User Login prompt
 - Removed PHP Mailer
 - Automated reports use new CRON and jobs system

Fixed
 - Appt SectionID and ReasonID properly copied to group roster visit when attended
 - View these Students from Registrations listing (#293)
 - Roster attended was duplicating visits, fixed
 - Also attended now sets the enteredDT to same as TimeIn for roster visits
 - Latest trac with str_toHours fixed
 - Fix link in email for emailed reports
 - Work visits menu needed a unique id to differentiate from nav menu work visit menu
 - Fixed issue with faculty courses not showing students enrolled

<hr> [0.10.16] 2021-09-10
Added
 - Added Section CRN to main Registration listing

Changed
 - Make sure appointment's section and reason override availability
 - Availabilities dropsearch for sections show only active sections, minor cleanup of count of selected records

Fixed
 - Mark a group appointment item as attended applies sectionID to the visit record (#283)
 - Fixed issue where TimeOut wasn't being computed on an SI Login. Fixed issue when number of students in current selection filled up memory (#281)

<hr> [0.10.15] 2021-09-10
Added
 - Added Redrock Pref, to set how many days of data for reports to run as a job

Changed
 - Use new Redrock IP detection
 - Update import status when file not found or FTP Path is nonexistent
 - Update automated_reports.php - added logging, and better null checking

Fixed
 - Hide availabilities fixed when availability was for DAYS not shown

<hr> [0.10.14] 2021-09-10
Added
 - Added display for import file location (test or FTP)
 - Added ability to use caching for certain record types during the import process to increase speed of imports by 300%
 - Add limitation message for Office 365 email (#38)

Changed
 - Import now allows for Student record caching, adjusted to track memory usage
 - Import status while importing, show latest record count
 - Importing: switched the default cache setting from no to yes

<hr> [0.10.13] 2021-09-09
Added
 - Added more clarification notices/descriptions to all system preferences
 - Added handling of SSO de-auths
 - Add SAML/CAS settings for de-auth

<hr> [0.10.11] 2021-09-09
Added
 - New system pref to control format of subject when searching availabilities (#215)
 - Hover over log listing images makes them enlarge
 - New appointment group pref added (#262)
 - Photo image sizes can be controlled on the log listing (#268)

Changed
 - Student Touchless signin in using phone: auto select first subject to help fix iOS issue (#276)
 - Faculty view: related courses now default to active only (#275)
 - After a staff record merge operation we remove any duplicate entries in the CenterStaff table (#270)
 - Adjustment to the interface for the merge records functionality

Fixed
 - Sections: find duplicate records fixed
 - Consultant Schedule Summary Emails is now working (#263)
 - Fixed import status issue
 - Don't try to delete a non existent document (#274)
 - Subject courses on search availability sorted properly (#249)
 - Resolve issues with cookie settings not being honored (#259)
 - Fixed custom KIOSK reasons and consultants (#253)
 - Don't send terminate message to student if preference is not checked (#241)
 - Blank announcement bodies fixed (#261)
 - Cleanup appointment code, save user who modified it and date and time modified
 - Dont allow adhoc creation of avail when no center / staff chosen on pulldowns
 - Hide availabilities when not linked to staff on search availability

<hr> [0.10.10] 2021-09-08
Changed
 - Get default time zone of America/Phoenix when Prefs doesn't exist yet
 - Update manual cron runner with modern code, specifically changeCampus
 - Add cleanup script for emails with massive attachment lists
 - Check if email can be tried before trying
 - Smaller email batch sizes when sending plain emails
 - Email updates: a bit more reply-to implementation
 - Adjust SAGE referral emails recipients display

Fixed
 - Fix issue with email attachments growing to absurd levels
 - Fix twig rendering error logging

<hr> [0.10.9] 2021-09-08
Added
 - New not Online pref to display when Online checkbox is NOT checked
 - Additional options for SAGE date filter
 - Dashboard widget: SAGE Referrals uses filters and also use cookies for default open/close display
 - More LDAP validation preferences for functionality

Changed
 - Adjust handling of sender reply tos

Fixed
 - SAGE automated emails listing formatting issue

<hr> [0.10.8] 2021-09-03
Added
 - Provide user feedback after duplicating a survey

Changed
 - Set UUID for all students without a UUID during process activations script
 - Hide term sequence: its confusing

<hr> [0.10.7] 2021-09-02
Added
 - Staff listing on profiles now has a search active only option
 - Option for new time format that is not military time (for log listings)
 - Send Survey to students in current student listing

Changed
 - Import jobs allowed to take longer amount of time to finish (for now)
 - Consultant save own record will only load self as choice on new recs

Fixed
 - Fixed Wildcard subjects now appear in Center Schedule report (#239)

<hr> [0.10.6] 2021-09-01
Added
 - For reports being emailed (by auto-favorites, job, manual, etc.) implement reply-to for schools using our mail server
 - Next and Previous scheduler buttons can use enter key to activate
 - For TracCloud schools using our Redrock mail server, for emailed reports, set reply-to

Changed
 - Consultants default to their own schedule for their default center when they click the Scheduler link
 - Show only active reasons to choose from for visits cleanup report

Fixed
 - QR kiosk code not allowing students to login (#238)
 - Prevent multiple appointments for a single student in same multi-person group (#235)
 - Prevent double click on update specialties (#236)
 - Referral custom questions need to be handled differently when applying annotated referral values to selected referrals (fixed issue where all custom questions were being updated)
 - Fixes privileges: SysAdmin group overrides Admin, Staff or Consultant privs
 - Visits by FTE report fix
 - Access own schedule should only show own consultant info (#216)

<hr> [0.10.5] 2021-08-31
Added
 - Record when visit notes sent, show an indicator (#226)

Changed
 - Appointment location on calendar is obfuscated (#230)
 - Center staff list uses own setsuffix to utilize own search filters (#224)
 - When barcode lookup occurs and only 1 student found, auto select

Fixed
 - Fixed a display issue with Cancelled or Missed appointments (#229)
 - When document not yet saved, but new doc ready to be uploaded: fixed issue with it showing are you sure you want to upload with no doc (#225)

<hr> [0.10.4] 2021-08-30
Added
 - Added expired time to display of sessions that no longer are available
 - Added 2 new names for consultants (Educators & Academic Coaches) (#218)

Changed
 - Show current time bar on schedule as blue and server time when server time does not match local time on scheduler
 - Block non-redrock sysAdmins from editing import batches
 - Added more functionality to merge faculty. Fixed issues (#210, #212, #213, #151)
 - Visit / Appt Export refinements

Fixed
 - Set the initial check value for items with isNewOnly checked for assignment field list

<hr> [0.10.2] 2021-08-27
Added
 - Log json apptcenters when no records found
 - Added error message to apptcenters when returns blank json

Changed
 - HTTP_X_FORWARDED_FOR as the user's IP address
 - Visits report FTE improvement
 - Change logging to info level and do it every time apptcenters json is called

Fixed
 - Fix issue with appointment centers json call failing

<hr> [0.10.1] 2021-08-26
Added
 - Added new removeDuplicateFaculty job and associated menus

Changed
 - LDAP Tweaks, fallback to local accounts when ldap fails
 - Simplified notification code for URL link copy
 - Prevent entry in online dropin session before it's time

Fixed
 - Fix some issues with LDAP settings not making sense
 - Online URLs from the search availability maybe copied to the clipboard now
 - Fixed online copy URL for older params

<hr> [0.10.0] 2021-08-26
Added
 - Added Appointment.OnlineLink tag to retrieve a URL that can be emailed for an online session appointment

Changed
 - Return to original url when doing SSO redirect logins
 - Cleaned up and standardized online session link to go through a single form that rejects or redirects based on whether or not the session is available

Fixed
 - Fix retrieval of staffPhotos directory
 - Fix issue with retrieving empty url overrides
 - Use proper job return types

TracCloudChangelog

2026-05-02T09:00:02Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.3.36] Current Release
Added
 - Added twig tag support for individual survey questions
 - Added report search filters (#, &&, |, blankornull, etc.) to the Referral Reason and Referral Recommendation search fields in the SAGE Referrals by ?? report and the Referrals by Student and Appointments/Visits report (#3075)

Changed

Fixed
 - Fixed a SurveyTrac issue of staff or faculty not being able to access a static QR code survey (#3113)
 - Fixed a SurveyTrac issue where conditional questions based on a radio or multi-check choice with an optional/additional entry field wouldn't show (#3126)
 - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time

<hr> [1.3.35] 2026-04-29
Added
 - Added sort by centers to the Log Listing sort options (#3089)
 - Added Skills/Accommodations to the User Detail report as an additional field to show (#3097)
 - Added a new Resource Checkouts per Visit report in Management category
 - Added Center custom fields to the Visits by ?? report as additional fields to show
 - Added an option to the Survey Snapshot report to filter responses in-report and open the listing of recipients based on the filtered responses (#3070)
 - Added Appointment Invites as new feature for general use and especially testing / proctoring centers
 - Added a new group privilege to restrict a user from access certain custom fields (read only vs read/write vs no access)
 - Added the option to clear out the assigned consultant when processing SAGE referrals (#3120)
 - Added completed actions on the modal when a SAGE referral is resolved (#3120)
 - Added the option for prospective student requests to allow only phone, only email, or either; also, option to customize the messages for Prospect Log In and for Create Prospect (#3102)
 - Added Resource Sub-Type, and the option to track resource quantity/availability by sub-type
 - Added Outstanding Requests custom fields as additional fields to show for the Outstanding Appointment Requests report (#3123)
 - Added Steps Reports for Success Plans and Work Plans, for showing past due steps or next steps.
 - Added new Block Students field to Staff records and utilized in the search availabilities
 - Added Section Enrollment to the Workshops batch enroll, for enrolling students registered for the workshop's section

Changed
 - Referrals listing and Timeline now honor the View Own Referrals preference (#3090)
 - Added a new Referral state for the referrals types allowed in Group Prefs: View and Edit, No Listing

Fixed
 - Fixed an issues where KIOSK did not adjust the choices for subjects, consultants or reasons based on linked values
 - Prevent duplicate prospective student requests if the same email/phone number is used (#3107)
 - Fixed an issue where cookie size was limiting the number of students being concurrently helped in Q2 (#3122)
 - Fixed an issue with the Custom Kiosk Static QR Code, confirmation code submit button (#3124)
 - Fixed an issue with the schedule, where clicking on the appointment play button to start the visit might create a duplicate visit if the student already started the visit (#3111)
 - Fixed an issue with the search availabilities using the choices form special needs widget (#3127)

<hr> [1.3.34] 2026-03-01
Added
 - If a Workshop is connected to a staff, show it as a reserved block on the schedule (Also blocks any overlapping availabilities for that staff from availability searches) (#3047)
 - Added an option on the Students Workshops Attendance report to highlight attendance for better visibility (#3050)
 - Added an option for Max Appointment rules to max out the number of seats (for testing centers) (#3054)
 - Added a preference for Touchless QR Codes to require User Name / Password validation
 - Added an option to add Max Hours to the Staff Confirm Bio (#3052)
 - Added an option to SAGE reports to select multiple referral types (#3072) rather than just one. To select multiple options, hold down Ctrl and click on each desired option (or use Ctrl-up/Ctrl-down arrow keys to navigate, and press Space to select/deselect).
 - For creating SI Batch Visits, added Select All and Select None options to the list of students without previous visits (#3073)
 - Added an option to show step prompt notes in the Success Plans report (#3065)
 - Added an option for Workshops to generate a QR code for students to scan, to mark attendance (#3068)
 - Added an option for Workshops, after the workshop is over, to mark all non-attendees as Missed

Changed
 - Use profile preference for allowing asynchronous messages to be composed after an asynchronous session has been concluded in displaying the conclusion message (#3044)

Fixed
 - Minor accessibility fixes
 - Fixed an issue with Registration Listing search criteria being applied to Section Entry -> Enrollment Listing (#3058)
 - Fixed an issue with Appointments in Staff Timelines (#3057)
 - If a Q2 Hand is raised but the main visit record is logged out, the Q2 hand raise will not be counted on the dashboard widget (#3069)
 - Fixed an issue with Faculty Name not being shown on KIOSK and LogListing Login for choosing a Subject when the preference includes faculty (#3071)
 - Fixed an issue with Search Availability Pref inclusion of Faculty (but no faculty assigned) causing the choice to display as null (#3079)
 - Fixed an issue with Confirming Subject and Reason for Q2 after hand is raised for a specific reason (#3080)

<hr> [1.3.33] 2025-12-15
Added
 - Added a new SAGE report, Faculty Referral Activity
 - Added a new preference to allow sysAdmin to disable Mentorship Asynchronous communications
 - Added an option in the survey responses tab to delete a survey response (#3008)
 - Allow Super Admins to use the Login As functionality
 - Allow up to 9 Student Custom Tabs on the Student Entry screen
 - Added Send Email to Staff Entry
 - Added Bi-Weekly to Announcements
 - Allow Success Plan steps to utilize multiple reasons per step
 - Added the option to duplicate a resource from the Resources Listing (#3026)
 - Added the option to reset Student/Staff confirm BIO on term start dates automatically
 - Added new option to allow announcements to be displayed as a Live Poll

Changed
 - If KIOSK number of subjects, reasons, or consultants choices is 1, then display a 'Select a ???...' as the first choice
 - The Other menu has been adjusted to show fewer items, modules are now in a submenu and the version is in a submenu as well
 - In the Reports center picker, you can now search by entering any part of a center name, not just the beginning.

Fixed
 - Fixed an issue in the Appointments/Visits Utilization report where, if showing reserved blocks, some reserved blocks would show if its associated center was not selected in the report settings (#3004)
 - Fixed an issue with the Mentee Linker tool (#3003)
 - Fixed an issue with reports if a search field only contained a space character (#3017)
 - Fixed an issue with stacked availabilities and when an appointment is booked and the center is changed from in-person to online stacked availability (#2998)
 - Fixed a report permissions issue with Students Workshops Attendance, additional fields to show (#3029)
 - Fixed an issue with Sections listing and search active only
 - Fixed an issue with automated Appointment Reminder emails where it would sometimes send a second identical email a couple minutes after the first email
 - Fixed a SurveyTrac issue with surveys sent via "Display as link on main menu" for logged-in staff that also have a student account, that prevented submission (#3042)

<hr> [1.3.32] 2025-11-10
Added
 - Added option for search availability to use the require center option when the center is shown on search availability widget
 - Added Visit Created by in the Initial Visit report as an additional field to show (#2954)
 - Added an option in the Referrals by Student and Appointments/Visits report to search by appointment reason and visit reason (#2959)
 - Added Appointment search section to the Additional Search options in the Center Schedule report (#2948)
 - Added confirmation to consultant logout on KIOSK consultants logged in list
 - Adhoc QR Codes that are generated from an availability now adhere to the allowlist and blocklist options
 - Added a staff preference that allow a new user type, Super Admin, which is similar to Profile admins but also has a few extra options
 - Added a badge to the system audit widget displaying the number of system audit issues that have been found (also show and hide via cookie indicating state)
 - Added a System Audit widget to the dashboard for SysAdmins
 - Added new anchor panel interface on student entry screens to handle many custom fields to reduce scrolling
 - For workshops where visits are created, the visit location will match the workshop location (or for online visits, the workshop online URL) (#2975)
 - Added Location as a required field for Quick Visits
 - Added the Workshop option to send confirmation emails when batch enrolling students (#2968)
 - Allow the Asynchronous title preference to be shown on availability and appointment entry
 - Added CSV output option for the SI Comparison report (#2984)
 - Added an option in surveys directed to students to only direct to students on a student list (#2977)
 - Added Availability Notes as an additional field to show in the Students Visits/Appointments by ?? report (#2994)
 - Added an option in Workshop attendance scan to override maximum attendance, and the roster filter now works with ID besides name (#2983)
 - Added an option to duplicate a workshop in the Workshops listing (#2996)
 - Added more search options to the Workshops listing (#2997)
 - On the payroll report, if Show Student Visits is selected, the report now shows non-duplicated student visit time totals; additionally, if Show Work Visits is also selected, the report now shows percentage of consultant work time spent with students (#2902)
 - Added a new SurveyTrac report, Unanswered Staff/Faculty Surveys (#2965)
 - Added a new Faculty-only report, Faculty Student Appointments (#2999)
 - Added Learning Strategist to list of Consultant types
 - Added Student Other_ID to list of fields in Appointment Find by Values choices
 - Prevent student/staff from booking an appointment if the appointment time conflicts with a current class schedule
 - Added twig processing to send text to student/staff

Changed
 - When user's group pref indicates no viewing visits or work visits, hide the Attendance Listing menu item
 - Adjusted a KIOSK Login to only show Centers for the Profile the KIOSK was created in when no center is chosen
 - The Referral Processed checkbox can now be unchecked to reopen a previously processed SAGE Early Alert Referral
 - Adjusted the SAGE Referral Processed header to Followup and Processed Info
 - Added a 'tighten' and 'expand' option to SAGE Referral entry to allow more information to be displayed at once, uses cookie to remember last setting
 - Changed the method for what are the related profiles when check out resources
 - For Visits -> Linked Documents, new Document modal will hide document types not allowed to staff (instead of showing as disabled)
 - Hide Satisfaction label on Attendance Listing if user isn't allowed to see satisfaction values (#2976)
 - Assessments and SuccessPlans remember to be shrunk or expanded based on the user's last preference

Fixed
 - Fixed an issue with rendering previews
 - Fixed an issue with Q2 Reason updates causing failure if no reason being asked
 - Fixed an issue with search availability using the consDropin and ConsWork preferences
 - Fixed an issue with Staff Confirm BIO Custom fields not saving (#2924)
 - Fixed an issue with reports, not being able to save a favorite if a used student list name contains a single-quote character (#2963)
 - Fixed an issue with search availabilities when large number of slots listed, the date change doesn't search the new date chosen (#2964)
 - Fixed various WCAG issues
 - Fixed an issue with appointment entry - show name to staff and make sure the link is available to staff entry
 - Fixed an issue with table access setting for Staff Entry not being honored on click from Appointment entry
 - Fixed an issue with some report modals where a popup search was sometimes inaccessible (#2970)
 - Fixed a search availability issue with time zones east of GMT: for example Kuwait and Singapore.
 - Fixed issue with the combination of OAUTH, Mail, Microsoft and iCal attachments not auto adding to calendar
 - Fixed an issue with stacked availabilities on the Appointments/Availabilities by Hour by Day of Week report, make sure they only count once (#2985)
 - Fixed an issue with group appointments not counting properly on the Appointments/Availabilities by Hour by Day of Week report (#2995)
 - Fixed an issue with the 'Send Email to' option in the Workshop Roster not working (#3000)
 - SuperAdmins can now see the show my schedule button on the scheduler

<hr> [1.3.31] 2025-09-19
Added
 - Added the Assessments Summary report to the Retention report category
 - Added reverse date sort to Attendance Log Listing
 - Added Assessments tab to the student search
 - Added a new functionality for choosing a staff record in lieu of a student record for appointments
 - Added two new Student types: Staff and Alumni that are protected from deactivation by the system
 - Added a progress spinner to all drop search areas (search for students, etc)
 - Added Center column to the Workshops listing, including the ability to search by center (#2952)
 - Added a new group privilege to limit staff consultants to only see their own peer linked students in the student listing
 - Added ability to batch import staff certificates from ACTP certificate extract file
 - Added ability for stacked availabilities to differentiate recurring appointment settings per center
 - Added Visit Created by in the Visits by ?? report as an additional field to show (#2954)
 - Added new profile pref for overriding date and time changes outside the availability constraints
 - Added QR Codes for Assessments
 - Added Block These and Allow Only icons on schedule for availabilities

Changed
 - For security reasons, the Preview button for twig has been changed to send an email of the preview to the current user's email address
 - Changed the subject listing on Referral entry to only show subjects for the faculty if the current user is a faculty (#2955)
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed an issue with need for Byte Order Marker removal on import files and on previously stored headers (#2919)
 - Fixed an issue with online session notification being displayed to sysadmin that booked an appointment for another staff (#2938)
 - Fixed an issue with the notification window having an issue with visits without a start time (#2940)
 - Fixed an issue with Peer Mentor Linkages expiring
 - Fixed an issue with LogListing Sort menu (#2947)
 - Fixed an issue with changing appointment from in person to online and the URL does not update (#2953)
 - Fixed an issue with Listing sorts, unable to reverse sort (#2956)
 - Fixed an issue with Appointment status icon not updating when a KIOSK visit is logged out (#2957)
 - Sped up the query for showing staff that are currently logged in and are available to KIOSK login
 - Multiple Career Center adjustments/fixes: for Resumes, Job Postings and Reference requests.
 - Fixed an issue with Staff record saving causing Student record to be created.
 - Fixed an issue with Custom View, Base Search, NavSearch and moving to Page 2 (#2961)

<hr> [1.3.30] 2025-08-27
Added
 - Added the Jobs by ?? report for Career Center Management
 - Added Research Jobs tab to the Resume Builder tool
 - Added Links for Research Jobs to Bureau of Labor Statistics, O*NET and My Next Move
 - Added Additional Search to the Jobs by ?? report
 - Added new Module: Assessments. This allows campuses to create any assessment evaluating learning styles, study habits, or exploring cognitive abilities.
 - Added option for Peer Mentor Linkages to expire outside the Term they were created
 - Added reverse date sort to Attendance Log Listing

Changed
 - Changed max number of custom fields in a listing based on location from 100 to 200
 - Security update: not including page URL in code

Fixed
 - Fixed an issue with reserved block override status field not showing if the max students value is 0 (#2911)
 - Fixed an issue where searching peer mentors based on visit data had an issue (#2915)
 - Fixed an issue with attendance tracking for faculty prevented access (#2914)
 - Fixed an issue with Appointment Location field not updating for a stacked availability (#2912)
 - Fixed an issue with availability list selection for block or only allow showing all lists (#2913)
 - Power search after a saved search in a custom view, navigating to page 2 didn't use the power search (#2905)
 - Workshop enrollment list will show a line through the workshops that have been cancelled (#2917)
 - Workshop list of choices will show a message indicating that the workshop was previously enrolled but cancelled (#2916)
 - Fixed an issue with Mentee Search from Staff Entry (#2921)
 - Fixed an issue where editing some saved favorite reports sometimes did not load all previously-saved data (#2923)
 - Fixed an issue where, if global email settings From name is set to Campus - Center, it now gets the correct center per email (#2922)

<hr> [1.3.28] 2025-08-12
Added
 - Added Career Center Management, resume builder, job search, job postings, candidate search functionality
 - Added OIDC SSO
 - Added Sort by Consultant to Log Listing
 - Added STAFF CANCELED for Asynchronous appointments

Changed
 - Custom forms can now receive documents via custom form fields
 - Provided more limitations of twig filter functions

Fixed
 - Fixed an issue with saved searches linked to custom views (#2897)
 - Fixed an issue with required fields not being notified on custom form save (#2901)
 - Fixed an issue with upload document by staff not recomputing Work Plan completion (#2904)
 - Fixed an issue with default files types not set for custom file fields
 - Fixed an issue with wildcard not working with searching CtrNotes on attendance listing (#2909)

<hr> [1.3.27] 2025-07-30
Added
 - Added new tables for Career center including ReferenceStatements
 - Added new consultant types (Academic, Athletic and Career Recruiter)
 - Added a Retention reports submenu with new reports for custom forms: Responses, Snapshot, and Summary
 - Added an option to block students class times during student search availability
 - Added Workshop Labels as an additional field to show in the Visits by ?? report (#2876)
 - Added profile as an option for Staff Reason Specialties screen
 - Added an override date for SAGE Nothing to report Period start
 - Added a new navsearch option to loglisting to show all in progress Q2 table Visits
 - Added user name as an additional field to the Consultant Additional Detail Listing report (#2884)
 - Added new Action in student entry to allow for sending an email to request student confirm BIO
 - Added Asynchronous Appts grouped by Consultant to Consultant Supervisor Widget
 - Added a new Log Listing field option to show an indicator if a student is logged in during class time
 - Added a profile preference to prevent students from signing in during a class time
 - Added a profile preference to filter subjects by saved registration search for KIOSK Login
 - Added an option to the Initial Visit report, to instead show the most recent visit per student within the date range (#2883)
 - Added a new rare profile pref to preserve online links without converting to TracCloud location
 - Added the option to show appointment subject/course in the Students and Appointment Status Crosstab report (#2878)
 - Added a new pref for controlling the maximum vertical size of the KIOSKs and Loglistings menu for campuses large number of centers
 - Added an option for reasons and recommendations to have a maximum number of options checked
 - Added SAGE custom question options to add styling to SAGE custom questions/labels
 - Added Subject/Course/Title as an additional field to show on the Visits by ?? report (#2895)
 - Added the option to sort by date on the Average Wait Time report (#2895)
 - Added an option in the SAGE Referrals By ?? report to email each faculty their part of the report if grouped by faculty (#2881)
 - Added an option to report center selection to include inactive centers

Changed
 - Changed user interface for setting staff as a Mentor, etc.
 - Hide work visits from Staff Reason Specialties
 - Hide Processed and Followed Up from menu for Override And Resend Referral Email options when these items are hidden from entry
 - Hide Phone as a search avail filter option if Phone is not activated as a modality, hide Asynchronous if no active profile uses Asynchronous
 - Student confirm bio with regards to SMS Messages will now show a disclaimer/notification about SMS messages (required for FCC)
 - Removed "Yes: send the full message from SMS" from Asynchronous message sending
 - Added a twig processor function to handle twig from WYSIWYG text where > and < might be converted

Fixed
 - Fixed issue with new Consultant types buttons
 - Fixed an issue with the dashboard utilization dates not reflecting the search criteria actually used
 - Fixed an issue with Q2 Raise Hand on log listing not honoring only show consultants logged in to work (#2877)
 - Fixed an issue where the browser might recursively call "loadAppointmentListPanel" repeatedly
 - Fixed an issue with session timeout not working on staff entry page
 - Fixed an issue with new staff records created from faculty records not having a UUID (#2881)
 - Fixed the CSV with Totals output for the SAGE Referrals by ?? report (#2885)
 - Fixed an issue with fields being hidden on the section schedule page and the enrollment pages when attendance tracking is turned on
 - Fixed an issue with workshop label deletion
 - Fixed an issue with students not being able to delete their uploaded documents (#2891)

<hr> [1.3.26] 2025-06-27
Added
 - Added dataspinner to new search for linker tool and mentor tool
 - Internal library updates
 - Added the option to make a workshop online; the student can join from the self-enroll page (#2791)
 - Added student and visit record links to the Visits by ?? report
 - Added drop-in availability totals to the Appointments/Visits Utilization report (#2833)
 - Added a Choose a Consultant prompt preference for search availability widgets
 - Added a SurveyTrac option to email a survey after a student's 1st booked appointment during the survey period (#2866)
 - Added visit and appointment record links to the Students Visits/Appointments by ?? report
 - Added referral record links to the SAGE Referrals by ?? report
 - Added resource and checkout record links to the Resources reports
 - Added a new management report, Appointments by Assigned Advisor and Student (#2837)
 - Added a new survey option to provide a static URL (initiated via "Static survey URL") that can be used by anonymous recipients, including individuals that are not in the TracCloud system (#2782)
 - Added an option to the Class Attendance Summary report to show percentages of attendance, absences, and excused absences (#2787)
 - Added an option to the Center Schedule report to highlight availabilities with a corresponding color based on availability type (#2805)
 - Added a new system preference to allow staff menus to scroll if too tall
 - Added an option to the Registrations by ?? report to show grade group data (#2839)

Changed
 - Make Random Assignment assigns all the found students evenly to all the selected staff
 - Adjusted consultant work visit logout format for the time in displayed
 - The SurveyTrac option for in-person/online/all now has modality checkboxes for more options (#2789)
 - Allow SysAdmins to override reply to address of student batch emails
 - Moved Processed button down to bottom of floating panel of referrals
 - Changed the behavior when changing from week view to day view, automatically go to today
 - Changed the 'Nothing to Report' sage referral to automatically be processed with the current date.

Fixed
 - Fixed issues with log resource modal, when items not found the listing area does not hide itself automatically on click (#2867)
 - Fixed issue with notification for maximum number of checkbox choices chosen displaying behind the current modal (#2864)
 - Fixed an issue with Profile remove linked groups icon

<hr> [1.3.25] 2025-06-10
Added
 - Added ability to switch 1 on 1 to dropin on KIOSK login
 - Added ability to repeat a reserved meeting block
 - Added Peer Mentoring module and peer linkage tool on the Staff entry
 - Added ability for students who work as tutors to show their classes on the schedule
 - Added At Risk search to the Students listing
 - Added an additional Log in for Work preference if there is any upcoming appointment or availability
 - Added email templates to workshops, for creating email actions (such as sending a follow-up email to students that missed a workshop)
 - Added workshop name as an additional field to show in the Visits by ?? report (#2855)
 - Added Custom Forms to Student Actions menu
 - Added Custom Forms to Faculty Dashboard
 - Added ability to override recurring for students per availability
 - Added the Mentorship Activity report in the Management category
 - Added the option of using historical student term data for the Visits by ?? and Usage Snapshot reports (#2853)
 - Added a system preference for text to display when the appointment is a phone call (#2859)
 - Added sorting options to the student Initial Visits report, allowing sorting by center, consultant, reason, and/or subject (#2788)
 - Added option to depersonalize KIOSK login by not showing student name on KIOSK Sign In
 - Added batch mentor linkage button to mentor linkage tool
 - Added a new report for faculty users, the SAGE Faculty Referrals by ?? report (#2800)
 - Added the ftp export option to the Visits/Appointments Utilization report (#2856)

Changed
 - Change the import modal step 2 to allow for upload of a new file format with column changes
 - Custom fields from forms do not allow the profile from being changed or made different then the parent form

Fixed
 - Fixed an issue with CourseLists picker not showing CourseLists in the Search Appointment Links (#2849)
 - Fixed an issue with Students unable to conclude an asynchronous appointment (#2848)
 - Fixed an issue with rounding to nearest minute for adhoc appointment creation at certain zoom levels and row height sizes (#2850)
 - Fixed an issue with person's name submitted by on custom forms not always being saved with the form data
 - Fixed an issue with quick visits without a section not computing the TermID of the active term (#2851)
 - Fixed an issue with WorkPlans being marked as completed when a step has a fixed start date that hasn't occurred yet (#2852)
 - Fixed an issue with WP Assigned Staff name searches (#2858)
 - Hid some availability fields that have no purpose when the availability is a drop in
 - Fixed an issue with surveys emailed after # of visits, sometimes not connecting to the correct visit (#2843)

<hr> [1.3.24] 2025-05-16
Added
 - Added emailable and QR code links to custom form data
 - Added ability for referrals to have a special skills / accommodations field for input by staff / faculty
 - Added number of Visits per subject to the student time check
 - Added automatic processing of historical student term data 7:15am (and ability to add it to import process)
 - Added ability to enter who completed the item for referral action items
 - Added student first name and student last name as separate additional fields to show in the Visits by ?? report (#2844)
 - Added consultant linker tool for manually assigning consultants to students
 - Added a create staff from faculty tool to help create batch staff from faculty accounts
 - Added the ability to scan students for marking workshop attendance
 - Added referral sequence to the Referrals by ?? report for searching, and as an additional field to show (#2842)
 - Added ability for staff to create new outstanding appt requests
 - Add student term data historical tab (uses registrations permissions)
 - Added additional fields to show on the Payroll report, including staff standard and staff custom fields (#2827)
 - Added 'Archive' as on option on custom fields to automatically store the current value in the appropriate student term data history

Changed
 - Saving an appointment will temporarily disable tabs until the save finishes (or 10 seconds)
 - Group roster appointment status menu will not show if the status is non standard
 - Multiple sql script performance enhancements

Fixed
 - Removed multiple menu choices that should be hidden based on module preference activation (#2713)
 - Fixed an issue with KIOSK MaxStudentsActive setting
 - Fixed an issue with roster referrals causing multiple undesirable records to be created (#2845)
 - Fixed an issue with scheduler menu filter staff menu based on search field
 - Fixed an issue with notifications for tasks when no due date

<hr> [1.3.23] 2025-04-30 (Post-Conference Version)
Added
 - Added option for courselist picker to show active course lists and consultant courselists for active staff
 - Added Resolved By person to the Outstanding Appt Request entry screen (#2790)
 - Added Custom Fields to Outstanding Appointment Requests (#2798)
 - Added a warning message notification when the 'Affect All Selected and Shown' checkbox is selected for batch referrals (#2779)
 - Added an unsent indicator to the mailqueue entry when an email hasn't been sent (#2777)
 - Added Faculty Name to the referral entry for subject menu on referrals (#2778)
 - Added ability to add a menu title text to a menu option for online locations and other menus (#2785)
 - Prevent Inactive Resources from being shown when Logging Resources in the Log Resource modal
 - Added Saved Searches, Selection capability and Show these Students to the Outstanding Appointment requests (#2799)
 - Added attachments to Resource Types terms and conditions emails (#2784)
 - Added ability to embed prefixed HTML before a custom field (advanced option for Redrock)
 - Added a report option in the Students Visits Summary report to display Last Date In as an additional field to show (#2716)
 - Added an option to Resource Types to ask user to rescan the ID of the Resource after having chosen an item from a reservation (#2801)
 - Added linked Registration to twig possibilities for Visit Log Listing
 - Added ability to restrict the number of active visits per center at one time (#2628)
 - Added an option in the Usage Snapshot report to filter fields ad-hoc within the report, and to open a student listing based on the filtered results
 - Added ability for group availabilities to be restricted by special skills (#2808)
 - Added workshop options for student self-enrollment (via QR code / link), to optionally require signing a Terms & Conditions, an option to allow students to cancel their workshop enrollment, and an option to limit how many hours before the workshop starts for allowing cancellation (#2793, #2825)
 - Added Reason Category as an additional field to show in the Visits by ?? report (#2829)

Changed
 - Staff that are checking out resources may only do it for resources linked to profiles that that their user account is linked to (via the centers list) (#2781)
 - Adjusted terminology for Reserved Block Status text
 - Adjusted display of Resource logged out on KIOSK, don't show title if option is not activated
 - Log resource, items are now sorted by availability due to reservation date as well as title and barcode (most available at top)
 - Visits modality menu now replaces the simple online checkbox

Fixed
 - Reapplied ID field formatting to the Student ID on the Listing
 - Fixed an issue with Custom KIOSKs that are linked to a specific center not auto choosing the reason and subject for the visit when the student has a prescheduled appointment (#2813)
 - Fixed an issue with faculty click on student menu at the top navbar (defaults now to search all) (#2812)
 - Fixed an issue with KIOSK Login and Preference for showing consultants that have a drop-in availability and when the drop-in day is overridden (#2792)
 - Fixed an issue where if the original availability type did not include asynchronous, and an appointment was converted to asynchronous, the next save of the appointment will change the modality back to the original shown for that availability (#2803)
 - Fixed an issue where pressing enter in a course list entry as a consultant was saving and blanking the course list (#2809)

<hr> [1.3.22] 2025-04-16
Added
 - Added new Custom Form options for Wellness Check-ins and Reflective Prompts
 - Added new Student Term Data table for historical reporting
 - Added Staff / Student ID on Resource History listing and in check out record
 - Added a report option to highlight busier times in the Logins by Hour by Day of Week report and the Attendance by Hour by Day of Week report
 - Added new module TracInsights for Predictive Analysis of Student Success to the base TracCloud system
 - Added new custom field types: Push Button Radio and Multi Push Button Radio
 - Added Retention summary report for Custom Forms with new Drill-Down filtering capability
 - Added Profile preference to show Outstanding Resources on Logout
 - Added an additional option for marking as attended to split a current visit
 - Added a profile pref to show outstanding resource items on loglisting/KIOSK log out
 - Added Appointment dashboard display options for Cancel, Edit and Enter buttons
 - Added an advanced pref to block Process Activations fro campuses that do not have standard active terms
 - Added the option to export to ftp the following reports: Students Visits/Appointments by ?? and SAGE Referrals by ?? (#2794 and #2811)
 - Added day of week to the timeline for students and staff
 - Added Weekday as an additional field to show for the Students Visits/Appointments by ?? report (#2814)

Changed
 - Changed the look of various Dashboard buttons to use a modern look (Confirm BIO Calendar URL, etc.)

Fixed
 - Fixed a bug with staff alias computation
 - Fixed an issue with staff confirm bio
 - Fixed an issue with Plan Type and Work Plan type popup menu buttons scrolling with the page (#2774)
 - Fixed an issue with SAGE Referral submission with override and Resend Emails (when no email type is chosen) (#2775)
 - Fixed an issue where document notes should contain < and > characters - prevent stripping of the text out (#2776)
 - Fixed an issue with the time check footer message not being displayed when time check required is None
 - Fixed an issue with online appointment url blank and iCal attachment computes a tiny url for it
 - Fixed consultant summary email to include asynchronous appointments (#2802)
 - Fixed action -> upload document notes to include < and > symbols
 - Fixed an issue with the courselist chooser not using the search criteria

<hr> [1.3.21] 2025-03-25
Added
 - Added ability to add Custom Automations to the Quick Student modal for creating new student records
 - Added the option to enter a date range for the Visits/Appointments Export
 - Added a new system preference to allow KIOSK Logins to show the Reasons grouped by their associated Categories
 - Added ability to adjust font and styling for search availability results for Consultant, Time, and Location (generally to allow them to be bigger)
 - Added a SurveyTrac recipient email Twig tag Survey.URL to allow users to customize the survey link text (#2753)
 - Added the average logins per day on the Logins by Hour by Day of Week report (#2752)
 - Added new custom field type imagepopfield
 - Added 'Run Favorite Report' to the TracFlow step options
 - Added Show Active Only to the registrations sublisting on the student entry page
 - Added the Class Attendance report and the Class Attendance Summary report
 - Added Term Code as an additional field to show in the Students Visits/Appointments by ?? report (#2756)
 - Added a new Modality for appointments: Phone, also user can now choose modalities in the search widget
 - Added Location to the search widget functionality
 - Added new preferences to availabilities, they be blocked from certain students and allowed for other students using lists
 - Added new preference to availabilities, override the missed status to set the appointment to during night calculations when the appointment is not attended
 - Added a button to staff entry to open the group entry for the chosen primary group of the staff
 - Added ability to select and show selected group records on group listing
 - Added ability change field values for group records
 - Added Copy and Paste to Change Field Values modal
 - Added Appointment Meeting Type and Visit Meeting Type to the Appointments/Visits Export as additional fields (#2764)
 - Added Availability badges to be linked specifically to phone availabilities (#2766)
 - Added custom real time formatting and custom formatting for columns for Custom Views
 - Added a new Appointments by Hour by Day of Week report in the Students category (#2765)

Changed
 - Added Reasons to the Previous Visits tab list of previous visits by that student (#2747)
 - Default 1st choice for consultants list on search availability widget is now named 'all available'
 - The Visits by ?? report can now optionally be exported to the ftp server
 - For reports, the In-Person/Online drop-down menu option has been reworded to Meeting Type, to accommodate the newer Asynchronous and Phone meeting types. The Online additional field is also reworded to Meeting Type, and will display the meeting type, rather than yes/no for online.

Fixed
 - Fixed an issue with when a Power Search is compounded onto a previous standard search not working (#2745)
 - Fixed an issue where the online link to appointments was still available after the appointment started in a search availability result (#2746)
 - Prevent Custom view names to have apostrophes in their Names (#2750)
 - Fixed a rare issue regarding default modality of search availability widgets (#2754)
 - Fixed an issue with some reports to successfully allow grouping by student flag information
 - Fixed issue with duplicated staff records not recomputing the special alias field (#2755)
 - Fixed an issue with the class schedule showing recently dropped registrations for student schedule (#2751)
 - Fixed an issue with stacked availabilities and overridden single date block
 - Fixed an issue with workshop student self-enrollment, preventing staff or faculty with linked student accounts from using the QR code/link (#2769)

<hr> [1.3.20] 2025-02-20
Added
 - Added ability to have a custom kiosk for all centers accessible via static QRCode (#2712)
 - For student-related reports, student Flag Information is now searchable, and available as an additional field to show (#2710)
 - Added Receive SMS Alerts as an additional field to show in the Student Fields report (#2718)
 - For reports that use a secondary time frame choice (Usage Snapshot Date Comparison, Appointment Slot Utilization Date Comparison, Survey Response Rate Comparison), the secondary time frame now has a new 'Comparison to Previous Year' option, which allows automated reports to regularly compare the first-selected date range, to the same range of the previous year
 - Added the resource image to the resource reservation modal on the dashboard for students
 - Added to the Outstanding Appointment Requests report an option to show resolution info (Resolved by, Resolved Date, Days to Resolve)
 - The Student Search Availabilities report will now report on the number of availabilities found per search (#2648)
 - Added a Batch Enroll Students option to the Workshop roster tab (#2732)
 - Added ability to randomize similar search availability results
 - Added ability to track attendance in certain sections
 - Added ability to utilize TracFlow Queries in TracFlow automations
 - Added an optional Workshop Notification to Student field, which displays on the student self-enrollment page; html and twig fields are allowed
 - Added ability to allow staff to view documents / surveys from the dashboard
 - Added the Payroll Report option to insert a page break between each consultant when using the Show Daily Payroll Hours report option (#2738)
 - Added a name filter filter for workshop rosters
 - Added ability to continuously send a reminder on a success plan step repeatedly until the step is completed or expired (#2730)
 - Added navsearch options for searching for students based on emails sent to students (batch_email or email)

Changed
 - Adjusted consultants list on KIOSKs to ignore the current user if consultant as a default choice (moved to the top of the list) (#2717)
 - Changed the way Appointments link to Sections on Views
 - Added Student ID to Appointment Listings (if user is allowed to view Student ID)
 - For workshop enrollment, if the student search is filtered by a non-enrolled section, workshop enrollment is open to all students (#2731)
 - For workshop student search on the roster tab, you can now search students by email address
 - The Workshop Description field now allows html and twig fields
 - Time check buttons for all profiles are now showing if they have been activated for time check

Fixed
 - Adjusted the staff course list menu to show only active courselists and their own as choices (#2715)
 - Fixed an issue with search availabilities showing double titles when several days of no availabilities is retrieved (#2727)
 - Fixed a modal scrolling issue with edit dates on appointment entry (#2733)
 - Fixed an issue with non Static QR Codes for KIOSK change of code emails being set (#2736)
 - Fixed an issue with center color flags not being drawn on search availability results
 - Fixed an issue with copy email address to clipboard (#2739)
 - Fixed an issue with Process Scans button reappearing too soon before the scan job is finished (#2740)
 - Fixed an issue with Add to Roster for online appointments only not preserving online location (#2743)
 - Fixed an issue where time checks were including table visits (#2742)
 - Fixed an issue with a group having a default view and attempting a powersearch on the non-default view (#2735)

<hr> [1.3.19] 2024-01-08
Added
 - Added ability to auto log a student in at KIOSK if single record found on ID or ID2 match occurs
 - Added an option to the Visits/Appointments Export to not convert the single-quote character to SINGLEQUOTE (#2674)
 - Added new group option for student entry views: Brief with Save
 - Added two new workshop reports: Workshops Roster, and Students Workshops Attendance
 - Added option to save availability blocks (red blocks) to prevent canceling overlapping appointments
 - Added new standard search functionality to search history menus in the listing screens
 - Added an option for preventing KIOSK QRCodes from being clickable
 - Added resource collateral as an additional field in the Resources Listing report (#2691)
 - Added confirmation/cancellation/reminder email options to Workshops
 - If a user, with a favorite report with group access, is reassigned to another group, the favorites listing will indicate so (#2693)
 - Added total visit records count to Center Visits widget for students on main menu
 - Added a duplicate staff user name check when duplicating a staff record from the staff listing
 - Added an option in Workshops to add a linked consultant or faculty
 - Added additional group restrictions from viewing student timeline emails, extra details, and appointment searches (#2687)
 - Added searchable fields to Staff listing: 'is Bio Confirmed' and 'Do Not Show on Schedule' (#2617), allowed to be accessed by change field value
 - Updated the Profile Detail report with newer group settings
 - Added Location field to Workshops, also added location and linked consultant/faculty to workshop reports and email twig tags
 - Added a Workshop option to create a QR code and link, for students to self-enroll in a workshop
 - Added ability to relate multiple courses together so that courselists can auto-add the related courses
 - Added twig tag preference that can display student info in outstanding appointment request form
 - Added group pref that provides the ability to restrict saving changes to own availabilities and appointments
 - Added a Workshop option to set maximum enrollment
 - Added ability to search outstanding requests by this semester as a standard search (#2706)
 - Added ability to give a standard staff the group permission to create student records
 - Added ability to edit / view join information on dynamic list queries
 - Added a Workshop option to manually lock enrollment, or to auto-lock enrollment on a specific date and time
 - Added a Workshop option to send surveys from the workshop roster

Changed
 - For the Students Visits Summary report, user can now optionally choose to show active students without visits, or all students without visits (#2665)
 - For the Visits by Assigned Advisor and Student report, the option to 'include students without visits' now includes students that don't have visits within the date range, but may still have visits outside the date range (#2681)
 - Default duration is now honored for out of slot times when the duration allows for no conflict (#2685)
 - Recompute visit field isSchedDuringClass when the visit is saved from an entry form (#2692)
 - Asynchronous appointments are now sorted more recent at top to older at bottom
 - Revamped the Workshops roster listing, for updating enrollments to attended/missed/canceled/enrolled, or to delete an enrollment
 - Updated Workshop reports to reflect updated enrollment status of enrolled/attended/missed/canceled

Fixed
 - Fixed an issue with Search modal and related record searching and add to selection functionality
 - Fixed an issue where uploading a document with Student Dashboard Document checked was not appearing for students (#2677)
 - Fixed an issue with Student BIO fields not shown when Prospective Student option is turned off (#2678)
 - Fixed an issue with a center linked to a dynamic student list causing search widget to have issues (#2680)
 - Fixed an issue with some reports where grouping by a custom field wouldn't always work (#2690)
 - Fixed an issue with availability reserved blocks checkbox 'Do NOT Cancel any intersecting appointments' not hiding properly
 - Fixed an issue with not being able to delete an attachment from an email template (#2689)
 - Fixed a minor issue with batch SI scans with students multiple registered courses in the same term (rare and unlikely) (#2694)
 - Fixed an issue with android menus disappearing when scrolling down the page
 - Fixed an issue with consultant id being reset to zero after consultant confirmation completed on a WorkPlan (#2695)
 - Fixed an issue with consecutive appointment calculation with same consultant (#2698)
 - Fixed an issue with the Logins by Hour by Day of Week report when searching by consultant subject specialty (#2647)
 - Fixed an issue with double clicking on button to add a student to a standard list (#2708)
 - Fixed an issue with adding students to a list that could generate duplicate assigned-list data (#2707)

<hr> [1.3.17] 2024-10-18
Added
 - Added SAGE Additional Notes to available twig tags
 - Added search active checkbox to the sections listing
 - Added an option in the Visits by ?? report to group by week; this uses the general preference of default start day for the calendar, to determine the start of each week (#2621)
 - Added Collateral to Resources listing search
 - Added Meeting Type as a grouping option in the Students Visits/Appointments by ?? report (#2652)
 - Added DashboardStatus twig tags for Success Plan and Work Plan emails
 - Adjusted formatting of field for Reservation of Resources lead time
 - Added ability to disable notifications for a particular group
 - Added ability to enter HTML into Resource Terms and Conditions notification (#2663)
 - Added a new Workshops Overview report
 - Added an option in the Visits by ?? report to group by month (#2668)
 - Added CreatedByUserName to Batch Visits as well as Regular visits

Changed
 - For the Center Schedule report, if Show Consultant Email is selected, and output format is CSV Raw Data, the consultant email will appear in its own separate column (#2643)
 - For the Students Visits Cleanup Data report, the appointment status selection list now uses the profile pref for appointment statuses to choose from (#2656)
 - Referrals listing on dashboard now have a maximum height with a scrolling panel
 - Moved availability/appointment-related reports from the Management category to a new Scheduling reports category
 - Removed KIOSK Login / out options if the custom field is not for Visits, Students, or Appointments
 - Custom KIOSKs are sorted by name

Fixed
 - Fixed cleanup of deleted courselists: remove old course list item lines
 - Fixed cleanup of deleted staff: removed old specialties
 - Fixed an issue with Find Duplicates on Attendance listing when finding based on Date Entered
 - Fixed an issue with editing saved favorite reports, where sometimes it fails to load the report modal (#2633)
 - Fixed an issue with SurveyTrac conditional questions, where certain types of conditional questions were disabled unless "Display unmet conditional questions as disabled" was checked (#2646)
 - Fixed Resource Status searching on Resources listing
 - Fixed Wildcard searching on Resources listing
 - Fixed an issue where timeline items for appointments could be duplicated when multiple documents are associated with an appointment (#2658)
 - Fixed an issue with the wording of a timeline item for visits that auto terminated after a certain number of minutes (#2657)
 - Fixed search selection searches when the previous search utilized the search form for related records (#2651)
 - Fixed an issue with the Center Schedule report if Online Only is selected and Show Location is unchecked (#2660)
 - Fixed a schedule loading issue when switching back and forth between account types repeatedly (#2649)
 - Fixed an issue with new custom fields not showing on SI Batch Visit entry screen unless all the settings are set (#2661)
 - Fixed an issue with Registration Activation by List when the List uses Registration criteria
 - Fixed an issue with select found availability blocks (#2662)
 - Fixed an issue with the payroll report, where choosing 'Round individual visits first' may calculate time incorrectly (#2664)

<hr> [1.3.16] 2024-09-18
Added
 - Added section custom fields to the SAGE Referrals by ?? report as additional fields to show (#2631)
 - Added ability to specify a lead time needed before a resource reservation can be made (in days, hours minutes) minimum lead time needed
 - Added Processed Notes to Referrals listing (#2635)
 - Added new SAGE delete referral preference to Group: own, all, none (#2634)
 - Success Plan confirmations show instructions on dashboard (#2629)
 - Added Resources due Arbitrary to import fields list
 - Added more options to SurveyTrac conditional questions (initially hidden or initially grayed-out and inactive, alphanumeric numbering options), reports updated to reflect those adjustments

Changed
 - Now showing the Search Appointment Links (QR Codes) subtitle additions when a student scans the QR Code and the code is not shown on dashboard (#2626)
 - Activate / deactivate centers now log the change to the audit log record for that center (#1084)

Fixed
 - Fixed an issue with announcements linked to student linked to dynamic lists (#2618)
 - Fixed an issue with batch assigning success plans and work plans auto-choosing the term code (#2623)
 - Fixed an issue with faculty groups that only allow brief student entry not being able to see the list of students in a course when clicking on the course in the dashboard (#2624)
 - Fixed an issue with announcements linked to a dynamic query that are blank causing an issue with the dashboard.
 - Increased speed of search availabilities query and KIOSK subjects query
 - Fixed an issue with saved group searches not being accessible to certain users (#2636)

<hr> [1.3.15] 2024-09-04
Added
 - Added 'Appointment Has Document' as an additional field to the Students Visits/Appointments by ?? report
 - Added Staff Supervisor and Position or Title fields to Staff records
 - Added the option for the Work Plans report to select centers, to narrow consultants by linked center(s) (#2600)
 - For the Resource Utilization report, added the option to include the email of the student/staff that checked out the resource (#2603)
 - Added found record count to students entry -> Visits, Registrations and Assigned Success Plans
 - Added Reasons custom fields as additional fields to show for the following reports: Initial Visit, Student Visits/Appointments by ??, Usage Snapshot, and Visits by ?? (#2610)
 - Added ability to export Availability listing to CSV file (#2614)
 - Added ability to show a calendar icon on Visit Log Listing when visit is linked to a pre-scheduled appointment
 - Added ability to show student photo for a staff if staff is linked to a student and the staff photo is non-existent (#2612)
 - Added a profile and groups list submenu to the Profile and Groups menus for quicker access to profile and groups entry

Changed
 - Prevent save button from being displayed to Students on old appointments
 - Adjusted list of staff that shows for assigned supervisor for work plans: now shows all active staff (not just consultants)
 - Adjust SI Batch code default expiration date to 4 weeks after the date of the batch visit
 - Adjusted immediate cancellation code when an availability is created that overlaps appointments but no center defined (#2608)
 - Adjusted timecheck units to reflect required time units
 - Sped up the search form for related records by count for Students -> Appointments and Visits.
 - Send SMS Button on Log Listing only shows if the student has opted in to receive text alerts

Fixed
 - Fixed an issue with search availability QR Codes images not working properly with SAML (#2582)
 - Fixed an issue with saving a center causes the center to potentially be added to the group privs multiple times (#2598)
 - Fixed an issue with Profile Reason show Active for a specific center or for all centers (#2599)
 - Fixed an issue with Search Availability Links via QR Code might not show Subtitle Additions properly (#2607)
 - Fixed Recalc these Registrations such that it will recalc all found pages of registration records (not just the current page)
 - Fixed an issue with fitness center day pass with auto registration expiration by number of days not working (#2609)
 - Fixed an issue with success plan steps not showing the confirmation notification to the consultant
 - Fixed an issue with student search - remove from previous selection when no records found (#2613)
 - Fixed an issue with availability listing, certain search fields referenced appointments or visits (#2615)
 - Fixed an issue with Q2 Raise Hand not showing profile custom fields (#2616)

<hr> [1.3.14] 2024-08-06
Added
 - For the Q2 Visits report, added the option so show, and search by, Q2 table name; also added these options to the Visits by ?? report, as well as the option to group by table name (#2547)
 - Added another time format for visit information display (#2552)
 - Added ability to use a center and staff choice in search availability widgets
 - Added ability for Custom Field Headers to be linked to a center (#2562)
 - Added non-duplicated availability hours to the Appointments / Visits Utilization Report (#2564)
 - Added on option to the Consultant Specialties report to show subject specialties that are linked only to active registrations (#2505)
 - Added search options to the favorite reports submenu - search by title, and/or show only own favorite reports (#2561)
 - Added a new system preference for HTML header text for Generic All KIOSKs
 - Added internal preference for maximum search availability widgets
 - Added the option in the Visits by ?? report to email each consultant their part of the report if grouped by consultant (#2563)
 - Added section custom fields to the Visits search category in Additional Search for reports (#2572)
 - Added Student Flag icons as an option for the Log Listings and KIOSK Listings (#2575)
 - Added an option to the Visits/Appointments Export to also include visits that were modified within the selected date range (this option limits the export to 31 days)
 - Added conditional questions to SurveyTrac, that will appear depending on the answer(s) to other question(s) (#2041)
 - Added the option to the Resources Listing report to optionally show future reservation information (if one of the reservation additional fields is selected)
 - Added Collateral to Resources listing (#2567)
 - Added option to allow Resource Returned Confirmations (#2568)
 - Added the Appointments/Availabilities by Hour by Day of Week report option to search by reason (#2566)
 - Added the option to choose This Week or Last Week for dashboard status charts (#2579)
 - Added the Center Schedule report option to show availability notes (#2580)
 - Added Section Code as an additional field to show in the Visits by ?? report
 - Added ability to specify a student dashboard document prior to upload (#2590)
 - Added ability for search appointment link subtitles to have HTML code (#2593)

Changed
 - Hide 'Report unable to find an appointment' button until the user has searched for an appointment (#2549)
 - Improved report security, based on group settings and user type, per report
 - In the Appointments Export csv file, there were two column headers titled 'Status' - the appointment status header has been changed to 'ApptStatus'
 - SAGE Referrals with Roster Annotation enabled will now follow Faculty group permissions (#2588)
 - Staff and Student local account lock button is not shown on new records, it is only shown after record is saved (if preference for local lock is set to allowed)

Fixed
 - Fixed an issue with work visit restrictions not honoring campus / profile time zone (#2542)
 - Fixed an issue where, if the preference to email reports as an attached file is set, some reports were attached with the wrong extension (#2545)
 - Added isSchedDuringClass and isSchedDuringClassID to custom data for Appointments
 - Fixed an issue with save student records and saving custom field data on newly imported records (#2551)
 - Fixed an API linkage between Survey Responses and Students (#2554)
 - Fixed ability to find duplicate students by email (#2560)
 - Fixed the CSV with Groupings/Totals option in the Visits by ?? report (#2574)
 - Fixed an issue with computing the recurring appointments to be sent a cancellation email (when one or more future appointments) (#2584)
 - Fixed an issue with computing the recurring dates for twig functionality (when one or more future appointments) (#2583)
 - Fixed an issue where during KIOSK logout and the validation fails but a survey has caused the continue button to be hidden, reshow the continue button (#2585)
 - Fixed an issue with Concluding an Asynchronous session (#2589)
 - Fixed an issue with custom fields not yet set as 'not for consultant' (#2592)
 - Fixed an issue with local password reset - rejected due to strict comparison (#2595)

<hr> [1.3.13] 2024-06-21
Added
 - Added a group privilege for SysAdmins to ignore required fields
 - Added the new Documents report (in the Management category)
 - Added student user name as an additional field in the Students Visits/Appointments by ?? report (#2512)
 - If the Visits by ?? report is showing a summary view with groupings, total unique students are now included per grouping
 - Added Date Entered to additional fields in the Visits by ?? report (#2515)
 - Added online to custom KIOSK options (#2521)
 - Added the preference option to send a password reset on the student record, or from the login page (#2504)
 - Added student user name as an additional field to show in the Visits by ?? and Student Fields reports (#2527)
 - Added the preference option to allow a staff to request a password reset email from the login page (#2504)
 - Added the SurveyTrac option for an emailed survey link to expire after # days (#2511)
 - Added advanced pref for multiple days on search availability
 - Added print button to search availability
 - Added search avail link twig name override and subtitle
 - Added a new option to the Usage Snapshot report, to show tallies on multiple-checkbox visit custom fields (#2531)
 - Added Sort by Reason to the Log Listing sort options (#2541)
 - Added ability to use barcodes for QRCode Batch Visit logins

Changed
 - Enlarged search availability modal
 - Student BIO Link prompt adjusted visually so the long URL is not displayed

Fixed
 - Fixed an issue with Linked Custom Fields to Centers, not being able to assign it to a particular center (using new interface) (#2509)
 - Fixed an issue with the Reasons menu not being sorted by SortCode in Visit Entry (for Quick Visits) (#2510)
 - Fixed an issue with send emails to Students having an issue when the staff user does not have a valid email address (#2508)
 - Fixed an issue with batch activation and deactivation of Reason specialties in the Profile entry screen
 - Prevent stacked availabilities from being hidden when hide unavailable is checked (#2516)
 - Fixed an issue with prospective student creation on loglist when enter key is pressed (#2523)
 - Fixed sorting on custom field listing (#2520)
 - Fixed issue with quotes in section titles when choosing a section for batch visits and group roster add multiple (#2525)
 - Fixed an issue with radios choices not saving in repeating groups (#2522)
 - Fixed format of message for prevent student booking between times (#2524)
 - Fixed a minor issue with auto choosing a reason on login when multiple choices set but only 1 reason available (#2528)
 - Fixed a few issues with system and profiles prefs not showing the save button automatically when a change is made (#2526)
 - Fixed issue with Resources Listing change field values (#2540)

<hr> [1.3.12] 2024-05-28
Added
 - Added appointment search to most appointment-related reports, and appointment custom fields to grouping options in the Students Visits/Appointments by ?? report
 - Added ability to link Terms and Conditions to Student Lists
 - Added ability to set Custom Views to be the default view or the only view for a table
 - Added ability for students to upload a photo during confirm bio process
 - Added additional checks on Student entry looking for duplicate values in Barcode, ID, Other_ID, and UserName (#2481)
 - Added the option for reports Additional Search to search by Student Other Status
 - Added LastImportedDT field to the Registration Listing nav search (#2480)
 - Added Multi-Data Check for TracFlow task Trigger Conditions
 - Added Log Resource KIOSK option
 - Added arbitrary return dates to resource checkouts
 - Added Resource Image to Log Resource Modal
 - Added custom fields to the Appointments Listing power search (#2478)
 - Added Resource reservations by date functionality
 - Added ability for students to search the resource widget for making reservations for items
 - Added Custom fields to the entry and to searching to the Availabilities and Documents tables
 - Added Custom field searching to Resources listing
 - Added All tables custom fields to be able to be imported
 - Added a new json lookup 'availstaff' for looking up staff that are available during a time period
 - Custom menu fields may now use JSON lookups and twig code to reference the menu items to be displayed
 - Faculty can now see tasks widget and create and assign tasks to their students
 - Added the option to upload documents to surveys (Document Upload is a new question type)
 - Availabilities have a new option called Stacked Availabilities for cases where a consultant needs to be available in multiple centers at the same time
 - Custom Fields may now be grouped together in custom groups.
 - Groups may now have repeating values acting as subforms.

Changed
 - Added more areas where recomputation of the cached Appointment display occurs when appointments are modified
 - Prevent profile pref max number of consecutive appointment value to be 1, 2 is the default and the minimum value for this pref
 - Custom fields have been moved to their own listing - giving more flexibility when working with a larger number of custom fields
 - Appointment listings now honor 'own schedule' group preference, save button honors scheduling restrictions for appointments

Fixed
 - Fixed the sort capability in the label header for Students listing
 - Fixed an issue with 'Search Active Only' not being implemented after searches (#2490)
 - Fixed an issue with dragging upwards to create an availability / appointment block on the schedule (#2491)
 - Fixed issue with consecutive asynchronous appointments not being blocked by consecutive appointment rules (#2492)
 - Fixed an issue with Visit Notes email not using the campus time for email creation (#2494)
 - Fixed an issue with auto-assigned incrementing IDs for new students (#2501)
 - Fixed an issue with sending a password reset code email (#2503)

<hr> [1.3.11] 2024-04-30
Added
 - Added database fields in preparation for allowing SAGE SMS notifications
 - Added the Resources Listing report
 - Added the option to search by profile for the Resource Utilization and Resources Past Due reports
 - You may now double-click on the Reason type in the reason picker chooser to choose it
 - Added Reports Access to group settings to manage reports permissions (full access, limited access (no additional fields and/or custom fields), or no access, per report)
 - Confirm and Reminder emails now have an option to set Reply To as Consultant
 - Added Custom Appointment recurring date options
 - Added visit time totals for the Visits by Faculty and Subject report (the Show Summary Report option includes these totals)
 - Added new group privileges to prevent access to batch visits
 - Added Copy Link as an option for public / admin docs
 - Added the option to show work visit notes in the payroll report (#2446)
 - Added the option to show unattended sessions in the SI Session Listing report
 - Added power search options to the Tasks listing (#2472)
 - Added selection options to the Tasks Listing (#2472)
 - Added more details to the Outstanding Request description in the notifications (#2471)
 - For the Survey Responses report, a new additional field has been added to show Days to Respond (#2473)
 - Added minutes and hours options to max appointment rules regarding number of appointments in # minutes or # hours
 - Adjusted max consecutive appointment rules query (per profile) (#2462)
 - Added batch create for Prospect Requests

Changed
 - The Load more button on search availabilities is colorized to be more noticeable
 - Adjusted the sort order of the Queue Listing (#2466)
 - Appointments with multi-slot booking check each duration to determine if the slot duration is available prior to saving the appointment (#2470)
 - If the Show Inactive Resources option is checked in resource reports, a column will be added to the report to distinguish active from inactive resources
 - Increased the speed of the appointment display on the schedule by pre-computing the display text on appointment save
 - Adjusted top and bottom margins for custom fields used as header titles

Fixed
 - Fixed an issue with resource being checked out until x days before end of semester when x was left blank (assume 0)
 - Fixed an issue with the Send button on mass emails being visible when the subject and content of the email are blank
 - Fixed an issue with Asynchronous appointment status of Missed containing extraneous characters (#2467)
 - Fixed an issue with Student / Consultant required custom fields on appointments not being required if the tab was not active (#2469)

<hr> [1.3.10] 2024-04-16
Added
 - Added a new Block Type = Meeting and Added the this meeting to populate the calendar URL for staff
 - Added an option for multicheck custom fields to have a maximum number of choices
 - Added the bar chart option to the Average Wait Time report (#2427)
 - Added some additional options to the Usage Snapshot report, for sorting the data and choosing which data set to chart (#2438)
 - Added ability to prevent a staff from logging in to work from off campus if restrictions are imposed (#2436)
 - Added ability to expand the consultant work login to use as a Work KIOSK
 - Added "Learning Specialists" to "Name for Consultants" options (#2444)
 - Added new Prospect Request feature for sending a secure link to a Prospective Student
 - Added +7 days to the default timeline on students and staff
 - Added Availability Blocks to the list of tables that may be accessed
 - Added duplicate staff button to the staff listing for creating new staff records based on existing staff
 - Added send 2nd reminder email to the Profile Email preferences
 - Added ability to set the due date for a checked out resource to be the end of the active term (minus x days)
 - Added Subject Title Faculty as a new display option for courses (#2448)
 - Added 'this semester' to the Attendance Listing (#2453)
 - Added 'Standard View' as an option to navigate to when viewing a Custom View (#2450)
 - Added an option to require consultant on KIOSK Logout of Visit (#2447)
 - Added Visits.CustomData/isLoggedDuringClass for work visits when the Staff is linked to a Student
 - Added new copy file operation to batch for copying a file from admin-doc to ftp
 - Added a group restriction to prevent viewing grades on registration records
 - Added reports implementation of the group restriction to prevent viewing grades
 - Increased the length of the Location and Online URL fields to handle very large URLs (ie Teams)
 - Announcements can now be time-sensitive, DAY (of week) sensitive and Profile dependent
 - Added a new global system pref for allowing appointments to be moved over slots that contain missed appointments
 - Added Resource as an additional location for Custom Fields to appear
 - Added a profile preference to prevent an asynchronous appt message from being composed and appt to be re-opened after the appt is concluded (#2425)
 - Added to SurveyTrac multi-checkbox questions the option of setting max number of choices (#2445)

Changed
 - Changed the display of System Prefs -> Custom Fields. A Location and Profile menu may be used to filter which fields are shown
 - Prevent Availabilities form using Centers or Reasons that a Staff is not linked to (#2439, #2437)
 - Added additional options to the Usage Snapshot Report (#2438)
 - Prevent Custom KIOSKs from showing in menu when the KIOSK is linked to a center that the user is not allowed to view
 - Faculty course list on dash sorts the courses by the active registrations, those with none will appear at bottom in grey text

Fixed
 - Fixed an issue with search availabilities from Roster Referral not working (temporary issue #2422, #2424)
 - Fixed an issue with Q2 'Bump to top of list' choosing a time too early (#2423)
 - Fixed an issue with twig for email address(es) to properly handle line breaks (#2432)
 - Fixed an issue with Show these Registrations from Students listing when the shown is is based on a static list (#2442)
 - Fixed an issue with SI Batch Visit Entry -> Select All not updating the text that displays the number of selected records
 - Fixed the scheduler headers to stay fixed at the top of the page
 - Fixed an issue where user needs to overriding adding a student to a roster group (#2454)
 - Fixed an issue on Modal Search allowing for custom fields to work properly
 - Fixed an issue with duplicating surveys with a question that contains an apostrophe (#2456)

<hr> [1.3.9] 2024-03-14
Added
 - For the SAGE Referrals by ?? report, added the option, when grouping by assigned consultant, to email each consultant their grouped portion of the report (#2372)
 - Added the option in reports to search for 'blankornull' (#2411)
 - Added the new Search Appointment Link feature for allowing students quick access to a search for appointments option
 - Added a new report to the Students category, Visits by Week by Center (#2209)
 - Added new options for text to display when appointment is online or asynchronous (#2416)
 - Added new Resource Management tab to System Preferences

Fixed
 - Fixed an issue where auto-logged-out visits weren't sending any surveys that were set to be initiated by visit conclusion
 - Fixed an issue when sorting visit listings when visit is set to Waiting (#2417)
 - Fixed an issue when the KIOSK login time rounds to nearest x minutes, and immediately logging out might create a negative duration (#2414)
 - Fixed an issue with Moving Appointments and/or searching for Availabilities when only 1 reason to choose (issue was very brief in appearance)
 - Fixed an issue where All Staff blocks that were overridden on a specific day might still block that day (#2418)
 - Fixed an issue in Staff Certifications where sorting by name was not available (#2421)

<hr> [1.3.8] 2024-03-07
Added
 - Allow user to raise Q2 student's hand via Other ID (#2366)
 - Added Section.Title override field to allow sections to override the typical Course.Title
 - Added a View My Schedule button on the scheduler for Consultants to quickly switch back to their own schedule (#2370)
 - Added the Show Summary Report option to the Visits by Faculty and Subject report (#2265)
 - Added an option to the Survey Responses report to sort by consultant or student, besides recipient (#2278)
 - Added additional security recNums tags to all references to q2Config entry pages
 - Added an option to show faculty name/email in the Consultant Specialties by Subject report (#2330)
 - Added a new Manual Badge feature that allows Availabilities to be linked to an Availability Badge (#2376)
 - Added ability for Custom Fields to be sortable in Custom Views (#2382)
 - Added 'semester' button to Search Students modal to quickly fill the dates with current active term dates (#2374)
 - Added an option in the Survey Responses report to automatically send an email to each consultant, containing their portion of the report data (#2380)
 - Added Terms and Conditions to ResourceTypes that may be initialed and then optionally emailed to the Recipient when the Resource is checked out
 - Added a menu option in the faculty listing for sending a survey to the current list of faculty
 - If the system preference is set to mark visits that were logged in during a scheduled class time, the Visits by ?? report can now report on that data, as well as the option to only show those visits (#2392)
 - Added the Average Wait Time report within the Management section (#1266)
 - Added option to add up to 2 custom fields to the Certification listing (#2396)
 - Added ability to prevent duplicate certification types from being created (#2394)
 - Added certification custom fields to the Consultant Certifications report as additional fields to show (#2395)
 - Added hyperlinks to the Asynchronous messages that refer to documents (#2400)
 - Added the Survey Response Rate Comparison report (#2243)
 - Added the option to group by consultant custom fields in the Visits by ?? report (#2401)
 - Added student search fields to the Logins by Hour by Day of Week report, and student and visit search fields to the Attendance by Hour report (#2402)
 - Added 'Save and Close' and 'Save and New' to Resources entry (#2405)
 - Added ability for faculty to create Success Plans if faculty group is given permission
 - Added a new Maximum Appointment rules failure message preference to be displayed to Students Only
 - Added a new table access group preference for giving access to the Appointments listing while controlling access to modifications of appointments

Changed
 - Auto assign TermID to Visits in Quick Visit save visit (#2368)
 - Logging Resources In / Out does not show Inactive items
 - Constrained the Listing pages for Visits, Documents, Referrals, Survey Responses, Appointments, Assigned Success Plans when the user's group has a student list constraint
 - Added same listing constraints for Custom Views for the same tables
 - When duplicating a SurveyTrac survey, the copy is now automatically added to the current user's permission group access (#2379)
 - Favorite Reports Management in global Preferences now has broader owner reassignment, especially for favorites created or duplicated by the logged-in sysadmin (#2173)
 - When Centers are moved from one profile to another, the linked available Reasons are cleared (#2381)
 - Restricting the Visits on the Listing to a Student List now allows work visits not linked to a Student to be shown (#2388)
 - Adjusted the Resources screen to utilize two separate listing windows for Resource Types and Resources
 - Resource listing now has a selection option with associated menu and also a change field values option
 - Students listing has been modified to prevent Faculty from batch assigning Registrations to Students
 - Default search for Attendance Listing and Appointments Listing is now 'month'

Fixed
 - Fixed issue saving Terminate Visits CC Email (#2365)
 - Fixed some of the Find Duplicates fields so they can be expanded after the initial find (#2378)
 - Fixed twig tags for Resource Overdue preview (#2387)
 - Fixed an issue with twig tags not displaying in Visit Duration Warning Message (#2385)
 - Fixed assigning batch certifications after the staff is sorted by center (#2397)
 - Fixed an issue with the Registrations by ?? report, to properly show all registrations when 'Show all registrations' is selected (#2404)
 - Fixed a rare instance of clicking on a Visit in the LogListing causing Q2Config entry to open up (#2410)
 - Fixed an issue with Day Summary on the Schedule not able to allow items to be clickable when Work Visits are shown
 - Fixed an issue with custom fields linked to a center not correctly shown in appointment when 'start on new line' is checked (#2413)
 - Fixed an issue with Center choices not loading when re-opening a custom field linked to a Center (#2412)

<hr> [1.3.7] 2024-01-30
Added
 - Show Subject/Course for all students found in Add Multiple to Class Roster option
 - Added Term Code to sections list when creating a Quick Visit for a student (#2323)
 - Batch assign work plans to Staff (#2327)
 - Added ability to edit the query and query params for a Dynamic List (#2319)
 - Added an option in the SI Comparison report to show standard deviation for mean final GPA comparisons
 - Added an Edit Student button to the Visit Entry page (#2334)
 - Added the option to include consultant custom fields in the Visits/Appointments Export, as well as the option to select student visits only, student and work visits, or work visits only, for the visits export (#2321, #2326)
 - Added the option to search by pay code in the Consultant Additional Detail Listing payroll report (#2349)
 - Added the option to sort by Percentage Completed (high to low, or low to high) in the Success Plans and Work Plans reports (#2346)
 - For the SAGE Referrals by ?? report, showing completed actions now includes dates and notes (#2353)
 - Added ability for Work Plan emails to go out in the mornings (#2354)
 - Added 'Required' option to SAGE Custom Questions

Changed
 - Removed Power Search option from Audit log listing (#2322)
 - Show in person location on popup information for availability
 - Account for Center Specialties when listing subjects for a search availability widget when linked to certain centers (#2318)
 - Deactivated Sections that are linked to an Appointment are now visible in Appointment entry menu choice (#2333)
 - Adjusted the default template for Success Plans (#2336)
 - When the clicking the Appointment.SchedVisitStatusIcon link, the Appointment will be adjusted to attended (#2337)
 - Changed the default for loglisting records to 20
 - Referrals Listing for Admins now honors the Referrals Types group preference (#2362)

Fixed
 - Fixed an issue when attempting to delete a List from Students Listing when the List has an apostrophe in the name (#2325)
 - Fixed an issue where Success Plans were not able to be deleted (#2335)
 - Fixed an issue with Utilization 'This week' search (#2343)
 - Fixed an issue with Faculty being able to view Success Plans in Student entry screen (#2345)
 - Fixed a temporary issue with Custom Views not being able to be loaded due to increased security (#2342, #2345)
 - Fixed a minor issue with Referrals Assigned menu icon not position correctly if zoomed in (#2356)
 - Fixed an issue with CC'ing an address on roster batch send email (#2357)
 - Adjusted the position of the menu that appears when the pencil is clicked in a standard linkfield menu object (#2358)
 - Adjusted the positioning of the Work Buttons on LogListing automatically after the page loads
 - Fixed an issue with Visit Durations allowed to be negative values (#2364)
 - Fixed an issue with using the Move To button to move a student's appointment onto a time where that student has a previously cancelled appointment (#2363)

<hr> [1.3.6] 2024-01-03
Added
 - Added ability to link a Task Trigger Button to specific Group(s) (#2295)
 - Added more optional fields to the User Detail report (#2290)
 - Added sorting options to the Center Schedule report, as well as the option to show the number of appointments per sorting (#2196)
 - Added a report option to Visits by ?? and Students Visits Summary reports to include visit totals by appointment type (Group, 1-on-1, Drop-in) (#2113)
 - Added Watch List indicators to group roster (if Appointment Display preference is checked for the Watch List) (#2308)
 - Added optional Step Start Date (or Days offset) to Success Plan Steps
 - Added the feature to duplicate saved favorite reports (#2104)

Changed
 - Batch visits are now tagged with the REQUEST_ID for auditing purposes (#2297)
 - Visits entry no longer shows Entered date time when the profile does not track waiting time
 - Appointment duration menu choices will be disabled if the time will extend outside the overall availability (#2291)
 - Quick Visits and Workshop visit saving will automatically set the EnteredDT field value to the Time In if no EnteredDT information present (#2302)
 - Automated reports set to use time frame of Last Week, Last 2 Weeks, Next Week, This Week now use the schedule calendar default start day preference for determining the starting day of the week (#2163)

Fixed
 - Fixed an issue with Log Resource button not working for Students with apostrophes in their name on Log Listing (#2299)
 - Fixed an issue with show contact info for students on Appointments not showing when Preferred is not the choice (#2298)
 - Fixed an issue with Manual Track Flows possibly not processing (#2296)
 - Fixed an issue with the Students Visits Center Grid report for showing student pronouns (#2305)
 - Fixed an issue with Chained SuccessPlans

<hr> [1.3.5] 2023-12-06
Added
 - Added Student UserName to SI Batch scan student identifiers (#2247)
 - Added more power to the Profile's Max Appointment rules, allowing multiple search values and the ability to search excluding a value (#2255)
 - Added blank option for Reason and Consultant choices to Custom KIOSKs
 - Added additional sort capabilities to Log Listing (#2267)
 - Added ability to link an inactive section to an old visit record (#2272)
 - Added Work Plans report (#2193)
 - Added ability for Students to Cancel asynchronous appointments (or delete) if within tolerance time
 - Added an additional column to the Workshop Roster displaying the student ID column chosen in Student Entry preferences for which ID to show on drop search (#2279)
 - Added a SurveyTrac option to prevent responses from being submitted after the survey period is over (#2281)
 - Added Student and Consultant satisfaction for Visits as a standard field with group preferences
 - Added new custom field type: Radio Icon Option
 - Added ability to display custom fields in menus with Values different than the displayed title
 - Added new custom field type: Image Menu Field
 - Added Ability to Add Notes to Attended and Selected Visit records form the Class Roster modal (#2286)
 - Added report option for "Students Visits/Appointments by ??" to show deleted appointments, and the option to apply the report date range to the appointment last-modified date (#2282)
 - Added a new option for Students to be auto-registered in a Section based on a List
 - Added the option to display consultant custom fields to the Q2 visits report (#2284)

Changed
 - SAGE Referral buttons are affixed to bottom of window (#2250)
 - Now hide the message on the Q2 Raise hand window saying it's safe to close the window when the location is Q2Remote (#2257)
 - Adjusted the appearance of Currently Logged in Consultants (font size larger) (#2269)
 - Adjusted the display formatting for student list on batch QR Code display (#2274)
 - Adjusted the list of reasons available to a search widget based on the linked centers for the search option widget (#2280)
 - Adjusted the Add Notes to... on the Group Roster to show notes fields for linked profile (#2285)
 - Adjusted the Add to Roster to choose the active registration record when there are multiple registrations for a student similar subject (#2288)
 - Updated Font-Awesome to 6.0, update MUI to latest

Fixed
 - Fixed an issue with sometimes saving a referral causes a blank page to appear (#2249)
 - Fixed an issue with some Listing Names being displayed improperly in the Student List menus (#2253)
 - Fixed an issue with KIOSK QR Code (touchless signin) asking for confirmation of BIO when setting was disabled for KIOSK (#2254)
 - Fixed Error 500 when running Logins by Hour by Day of Week with Additional Searches (#2252)
 - Fixed a temporary issue with inability to create new Staff records (#2245)
 - Fixed the local staff password change success message (#2256)
 - Fixed an issue with quotes in consultant name on Q2 Queue (#2260)
 - Fixed added server level protection against students attempting to book an appointment after the time has expired (#2261)
 - Fixed an issue with Success Plan step computation determining which step is next to complete (#2262)
 - Fixed an issue with appointment saving recalculating the linked overlapping availability (#2258)
 - Fixed an issue with adding multiple students to a group roster (#2270)
 - Fixed an issue with Automated Terminated Visit email not using the preference (#2266)
 - Fixed an issue with hiding a specific appointment status on the Student timeline (#2275)
 - Fixed an issue with survey responses being able to be submitted after a survey is made inactive (#2281)
 - Fixed an issue where the payroll report option of rounding individual visit times first may calculate the wrong total visit time (#2264)
 - Fixed an issue with some reports not including locked group availabilities (#2287)
 - Fixed an issue with the Success Plans report, where it would fail if there were deleted plan steps (#2293)

<hr> [1.3.4] 2023-11-01
Added
 - Added Profile badges for search availabilities
 - The Optional: In-Person vs Online Appointments report now has the option to include asynchronous appointments (#2212)
 - Added a new system preference for hiding the login option from the class roster (#2228)
 - Added a new report, Faculty Student Visits, a faculty-only report showing student visits for sections assigned to the logged-in faculty (#2080)
 - Added the report option to search by student Other ID in Student Search fields for numerous reports (#2206)
 - Added the report option to search by visit reason category in Visit Search fields for numerous reports (#2222)
 - Added the report option to group by "Scheduled by" in the Students Visits/Appointments by ?? report (#2192)
 - Added student missed as a status for Asynchronous appointments
 - Added a new report, Student Fields in the Students category
 - Added Flag Pref text to define flag colors
 - Added search availability widget option to link to arbitrary number of centers

Changed
 - This version finalizes a series of changes and improvements starting with version 1.2 that aimed to enhance performance, reliability, and scalability.
 - Trac Database updated to the latest RDS Aurora 3.04
 - Engine is fully optimized for PHP 8.2 Preloading and JIT
 - PHP Engine tuned for performance and TTFB ("time to first byte")
 - Linux Kernel 6+
 - 15-35% performance improvement per web request
 - 50% more request throughput per server
 - up to 25% faster imports

 - When there's only one reason choice for a Q2 Table, it will be chosen automatically in the raise hand modal
 - Copy the KIOSK Username to the first name field automatically on save (#2227)

Fixed
 - Late cancellation status not using "Status for Missed" preference (#2220)
 - Editing a course list from within another course list causes the added items to be changed to a blank course list (#2218)
 - For the SI Session Listing report, if a visit is connected to an appointment, and the appointment status is then set to Missed, the visit won't be included in the report (#2216)
 - Fixed an issue with All Staff reserved blocks blocking other centers during nightly calc missed (#2225)
 - Fixed an issue with QR Codes for SI Batch visits requiring an enrolled section when no section defined (#2223)
 - Fixed an issue when attempting to add a student to roster, if it fails, it was not showing an error (#2238)
 - Fixed an issue when moving an online appointment from one availability to another, new online location set for appointment (#2240)
 - Appointment move button now appears when the availability is asynchronous-enabled (but the appointment must be online or in-person) (#2251)
 - Fixed a temporary issue with creating new Registration record from Registrations listing (#2244)

<hr> [1.3.3] 2023-10-13
Added
 - Added a new System Preference that allows the system to mark visits that were logged in during a scheduled class time (#2208)
 - Added ability to show watchlist icons on dashboard at the search widgets for those visible to the Appointments (#2213)

Changed
 - Changed default templates for Student / Staff confirmation and Student reminder emails
 - Adjusted student timeline to show only allowed Surveys (#2214)

Fixed
 - When students mark an appointment as Canceled after the grace period, appointment will automatically be marked as Cancel - Missed (#2211)
 - Fixed an issue with Ad Hoc appointments not being able to be saved due to an error saying 'slot already taken' (#2210)
 - Prevent system from logging out a student when visit notes edited from dashboard utilization widget (#2217)
 - Fixed an issue where a batch QR Code might allow a student to log a visit to a section when non-enrolled in that section (#2215)

<hr> [1.2.34] 2023-10-12
Added
 - Added new tracking for students that search for an availability and find 0 results (#2178)
 - Added new functionality, 'Work Plans' which will allow campuses to track consultant work hours for certification / training tracking.
 - Added new functionality for student timeline filtering, added an Emails button (#2186)
 - Added new functionality for max appointment rules, 'with Same Profile' (#2185)
 - Added the count of processed referrals on the SAGE Referral Snapshot report (#2188)
 - Added the currently enrolled status indicator to the Appointments listing as well as a power search field Inactive (#2197)
 - Added a warning when the modality of an appointment is changed from how it was saved as well as a warning profile preference.
 - Added a message to the sections search when no section found in a batch visit entry (#2198)
 - Added Staff Member as a new name for consultants in profile prefs (#2203)
 - Added Recurring Dates tag to Appointment Reminder emails also added Recurring Dates Text to confirmation and reminders (#2200)

Changed
 - Changed the wording of the max appointment rules entry where it references 'All Students' versus 'The Student' (#2175)
 - Adjusted the status assignment for student cancellations of a series of appointments, successive appointment status will be 'CANCELED - DELETED' (#2195)
 - Adjusted the wording for subscribing to a personal calendar via URL to be more generic (removed reference to Outlook)
 - Adjusted Log Listing change visit status dialog to only enable the change status button after the consultants have loaded (#2207)

Fixed
 - Fixed some minor issues in preparation for new Trac Engine release
 - Fixed a potential security issue with document listing being shown on new appointment entry on PHP 8.0+
 - Fixed an issue with Custom Views not being accessible (#2180)
 - Fixed an issue with Saving student data containing only certain custom fields (#2179)
 - Fixed an issue with Q2 QR Codes redirecting to a blank page (#2174)
 - Fixes issue with student cancelling appointment with a reason containing '#' not working (#2182)
 - Fixed an issue with 'yesterday' being chosen in SAFE referrals listing (#2183) (date format issue)
 - Fixed an issue with finding a subject in Quick Visits (#2184)
 - Fixed an issue where Visit Notes may appear when group setting is Hide Notes (#2189)
 - Fixed an issue with SAGE referral additional questions and answers containing quotes (#2190)
 - Fixed an issue with Course List saving and relating to all Faculty, linked to no courses (#2194)
 - Adjusted navSearch options in Attendance Listing to discriminate between isWork for Visits and isWork for Reasons (#2191)
 - Fixed an issue in SurveyTrac's Notify Results Email, to correctly show the name of the survey taker
 - Fixed an issue with utilizing custom searches (#2205)
 - Fixed a message that would diplay about modality changes regarding asynchronous appointments (#2202)
 - Fixed an issue with Terms and Conditions for Students infinitely looping (#2201)
 - Fixed Saving an in-progress work visit caused it to appear in the Log Listing (#2199)

<hr> [1.2.32] 2023-09-26
Added
 - Added an option for Batch QR Codes to auto enter center notes (#2158)
 - Added an option for Batch QR Codes that intersect with existing visit records to auto logout or split the visit (#2159)
 - For SAGE module, SAGE reports can now display referral actions (#2161)
 - Added a profile option to prevent student scanning a QR Code prior to the code being allowed: no sooner than (#2164)

Changed
 - The Move appointment button and dragging appointments will now avoid times where the student is already booked (#2162)

Fixed
 - Fixed an issue with dropin SMS reminders always assuming the dropin location is online (#2160)
 - Fixed some minor availability movement weirdness when the DAYS doesn't match the new date for the availability (#2095)
 - Fixed a SurveyTrac issue where, if a response is connected to a staff and student, make sure to send the response to the recipient based on UID
 - Fixed move button for Appointments shown from the TimeLine (#2171)

<hr> [1.2.31] 2023-09-22
Added
 - Added ability for students to view previously accepted Terms and Conditions (#2121)
 - Added ability to add custom fields to SI Batch Visits (#1219)
 - Added an option to Hide a Center from Center Choices on Work Visit login (#2129)
 - Added ability to add 'with Same Section' to Max Appt Rules (#2133)
 - Added Potential Actions to Referral Types and Completed Actions to Referrals (#2125)
 - Added toggle show/hide capability (with cookie load default value) to the Q2 Help List and Wait List (#2142)
 - Added Reason to Availability blocks on schedule when Reason is assigned to availability (and not subject) (#2134)
 - Added ability to link a student to multiple assigned advisors via a student field with multiple values (#1982)
 - Added Staff.FirstLast to Staff NavQuery and Students.Full_Name2 to Student NavQuery
 - Added ability to hide certain custom fields from the SI Batch Entry
 - Added option to Center Schedule report to show appointment status (#2145)
 - Added student fields, including custom fields, to the Visits by Assigned Advisor and Student report (#2105)
 - Added new option on Watch Lists to enable / disable displaying on KIOSK login / out.

Changed
 - Order of Centers listing has been adjusted on KIOSK log in, they are now sorted by Name (#2131)
 - Adjusted how online optional slots are computed when the only booked appointment in a group is cancelled (#2036)
 - Moved the Assigned Success Plans menu from Other menu to the Other -> Listings... submenu
 - Adjusted Resource checkout for always available items (they were never intended to be returned) as auto returned (#2146)
 - Adjusted the search availability to exclude availabilities for otherwise booked consultants due to appointments in centers other than the one(s) searched (#2143)
 - Adjusted the icon for the Q2 Cancel Table help from the X icon to a trash can icon with more descriptive text in the dialog

Fixed
 - Fixed issue with timezone settings causing display of appointment to show correct time but wrong date (#1911)
 - Fixed an issue with security being too restrictive on QR Code logout with visit notes (#2128)
 - Fixed an issue with TimeLine Documents, clicking on the name would open a blank page (#2130)
 - Student Center Visits was not showing today's visit on 'This Week' search (#2135)
 - Fixed an issue with downloading some appointment documents (#2136)
 - Inactive Success Plans no longer send emails (#2139)
 - Fixed an issue with chosen Section not being shown on Referral Types with Annotated Rosters (#2144)
 - Q2 Setup menu now fixed in place no matter the scroll (#2141)
 - Fixed an issue with appointments overlapping a block for same consultant but in another center (#2153)
 - Fixed an issue with work visits linked to a QR Batch Code showing as null (#2151)
 - Fixed an issue with Search Availability widget linked to some Student dynamic lists not working
 - Fixed an issue with Students with no email address causing announcements to not be drawn on KIOSK for those students
 - For SurveyTrac, surveys directed to tutor/advisor/counselor via 'Display during visit entry' going forward, will show student information related to the visit in reports (#2140)
 - Fixed an issue with possible consecutive appointments prevention not being honored in certain cases (#2155)

<hr> [1.2.30] 2023-09-01
Added
 - Added Group Options for Student Entry Tabs 2 - 5 (#2088)
 - Added option to exclude inactive students on SI Batch Visit entry search (#2087)
 - Added option in Profile Scheduling Prefs to default Max Students value on new availabilities (#2086)
 - Added ability to add multiple students to a group roster (#2081)
 - Choose a date & center on search availability now constrains the center choices ot the search availability widget prefs (#2097)
 - Twig tags are now available in Q2 Instructions email (#2094)
 - Added Receive SMS Alerts field to Step 2 of the Import modal (#2093)
 - Added a Load Default button to many of the standard emails in profile preferences (#2077)
 - Fixed an issue on search availability when choosing the group of services menu reverting to 'All Groups' (#2108)
 - Added preference to Q2 configs to confirm the start of a table visit (#2110)
 - Added ability to specify the record sequence of a test record when previewing appointment emails, etc. (#2111)
 - Added ability for Asynchronous 1 on 1 appointments to be booked
 - Added additional modifier 'same consultant' for preventing consecutive appt booking (#711)
 - Added custom email options for termination and modification emails (#2115)
 - Added Student Confirm Bio and Staff Confirm Bio as Location Options for Custom Automations
 - Added automated emails fo batch assignment of Success Plans from Student listing (#2119)
 - Added ability to adjust a single day of an availability by creating a day block and a new availability (#1541)

Changed
 - The Process Activations button in the Terms preferences is now no longer hidden (#2107)
 - When Appointment record saved with No Status (Upcoming), system will unlink from a potentially linked Visit record (#2114)

Fixed
 - SAGE Referral followup date displays the date of the followup (no time) (#2098)
 - Fixed Saved Searches linked to Custom Views (#2078)
 - Fixed an issue Q2 Instructions email having a missing link to Raise Hand (#2109)
 - Fixed an issue with 'or' clauses and numeric fields in navSearch, you may not provide quotes to prevent a wildcard character from being added to the search criteria (#2106)
 - Fixed issue with charts on students listings not working when the search criteria included Appointments or Registrations (#2099)
 - Fixed an issue with reports that used a dynamic list based on a terms search not working (#2112)
 - Fixed an issue with Unselect All option in Attendance and Registrations listing not working (#2118)
 - Fixed an issue with students not being able to cancel all appointments in a series (#2120)

<hr> [1.2.29] 2023-08-11
Added
 - Added a range slider question type to surveys (#2021)
 - Added a secondary enter your ID label preference for batch visits only (#2038)
 - Added a new system preference for consultant work logout prompt for work notes (##2050)
 - Added menu pickers for Survey to link to Reasons and Subjects (#374)
 - Added option for page inactivity timeouts (#2053)
 - Added Last Month option to Utilization widget (#2058)
 - Added a new twig function to add a custom CC email address to an email (#2056)
 - Added an optional Center field for Terms and Conditions (in addition to the Profile field)
 - Added ability to set the calc missed from date to be the start of the current term automatically (#2066)
 - Added subject search option to Appointments/Visits Utilization report (#2048)
 - Added option in Students Visits Cleanup Data report to only show appointments for the center(s) selected (#2070)
 - Added Navigators to list of consultant types (#2073)
 - Added a Show All button to Change Consultant modal to ignore linked consultants only list (#2074)
 - Added Search by Student ID to Document Listing search (#2075)
 - Added subject search option to Appointments/Availabilities by Hour by Day of Week report (#2068)
 - Added option to show student pronouns on numerous reports as an additional field to show
 - Added an additional search availability widget (6 total)
 - Added ability for search availability widgets to be linked to the modality (in-person, online or asynchronous)
 - Added ability to add multiple students to a group roster (#2081)

Changed
 - Added ability to allow Profile admins to access Success Plans listing when table access prefs privileges granted (#2037)
 - When a group appt with optionally by slot online or in-person is deleted, the time slot preference is recalculated (#2036)
 - Q2 Log Off button that displays after a QR Code scan for students adjusted to Close with a message saying it's safe to close (#2044)
 - Compressed the reasons and recommendations in the Referral Type entry so more items may be shown in a smaller area (#2043)
 - Change wording of prevent students / staff booking consecutive appointments to be inline with actual functionality (#2064)
 - In-Person Availabilities that have not been booked after the time period expires become dropins, adjusted to allow online availabilities act the same (#2067)

Fixed
 - Fixed an issue with server timezone different than center timezone and list of appointments appearing with 24 hour offset from midnight to 1am (#1911)
 - Fixed an issue with blank tiles in KIOSK still being clickable to log a student out (#2047)
 - Fixed an issue with an apostrophe in a Centers name preventing it from being selected as the default choice in an Appointment entry (#2046)
 - Fixed an issue with Availabilities in the future (farther than 25 days) expiring too quickly to a student when the 'No Book Later than' preference is blank (#2045)
 - Fixed an issue with Course list items removal using Subject-Course-Section-Term (#2051)
 - Fixed an issue with Work Visit filter on Staff timeline not sowing work visits (#2049)
 - Fixed an issue with Availability badges being shown for all profiles (#2057)
 - Fixed an issue with UTC+1 or more duplicating first day column on a week schedule in the scheduler (#2059)
 - Fixed an issue where a user's group does not have edit schedule capability for a center, yet the appointment move button was being shown (#2061)
 - Fixed an issue with duration emails exceeding a certain number of minutes still being sent out when option is set to off (#2062)
 - Fixed a typo in the description for the search availability preferences
 - Fixed an issue with single quotes in Referral Type Reasons and Recommendation names (#2071)
 - Adjust sort order on loglisting and queue listing so those waiting longer will appear sooner (#2084)

<hr> [1.2.28] 2023-07-11
Added
 - Added Center Fund to Visits Export (#1975)
 - Added option to show visit details on Success Plans report (#1862)
 - Numerous reports can now search sections by Course List (#1977)
 - Added static QR code as a Custom KIOSK option in profiles
 - Added options to Hide Sage Notes and Additional notes from Faculty only (#1997)
 - Added option to include inactive assigned success plans in the success plan report (#2004)
 - For SurveyTrac, added the survey option to send via 'Email after # of visits during survey period' (#1855)
 - Added options for showing subject and reason while in Q2 Queue Mode (#2022)
 - Added twig sidebars for Welcome Messages in System Preferences (#2019)
 - Added twig tag options for Surveys (#2016)
 - Added preliminary version of TracFlow Automations module for beta testing
 - Survey Snapshot report can now display pie charts, bar charts, or line charts of survey answers (#1859)
 - Added Visit Time Out to Utilization widget (#2032)
 - Usage Snapshot report can now also display bar charts or line charts (#1901)
 - Added Preview button for System Preferences colors (#1813)
 - Added availability expiration message to Appointment Save for students (#1852)
 - Added ability to start and stop an appointment's visit for 1-on-1 appointments from the scheduler (#1726)

Changed
 - Dropin notification reminders will not send to student if the availability has been deleted (#1996)
 - Moved blank option to top of list in places where blank choice is allowed (#1985)
 - Increased the font size of Q2 Login modal (#2006)
 - Removed data form appointment - consultant tab from tml structure (#2017)
 - Quick Visit entry: changed timing of loading consultants menu to after centers loaded (#2011)
 - Added Q2 Config option for playing a sound when a student raises their hand (#2014)
 - Adjusted the formatting of table and staff name on queue listing so table and staff name stay inside their appropriate boxes at larger magnifications (#2014)
 - Postpone computation of courselist specialties if courselist is applied to more than 20 consultants or 20 centers (#2025)
 - Running the Visits/Appointments export manually with more than one year of data runs the export as a job (#2010)
 - Removed redundant 'allow user to manage resources', instead base this on ability to edit Resource Types in table access (#2034)

Fixed
 - Fixed an issue with Success Plan emails not opening from Timeline (#1974)
 - Fixed an issue with dots in Campus Codes
 - Dropin notifications for online availabilities go through the secured URL (#1978)
 - Dropin notifications for online availabilities show time in am/pm format (#1978)
 - Inactive centers hidden from Work Reason chooser (#1980)
 - Fixed change field value on Staff (#1986)
 - Allow public doc URLs to be emailed (#1987)
 - Fixed Show these faculty from registrations listing (#1988)
 - Fixed a method of creating a null visit when a visit has been deleted but a user attempts to make a Q2 request based on the old deleted visit (#1989)
 - Fixed an issue when the appointment online enter session rule doesn't have a value for no start later but does have a value for no start before end of appointment (#1990)
 - Send Visit Duration Notifications will now use the templates in hte profile preferences (#1995)
 - Saving a student list for search availabilities did not work for widgets #3 and #5 (#1999)
 - Fixed an issue with KIOSK QRCodes not working due to static QR Codes change (#2007)
 - Fixed an issue when adding a student with an apostrophe in name to Workshop Roster (#2012)
 - Fixed a refresh issue on Q2 Queue where the list is now updated for every student login or out of the queue center (#2015)
 - Hide Inactive Custom KIOSKs from KIOSK menu listing (#2018)
 - Confirmation notifications on timelines are now clickable (#2020)
 - Fixed and issue with editing System Prefs -> Custom Fields in Chrome browser (#1981)
 - Fixed the display of linked Reasons to Centers when the Reason is available for all Profiles (#2033)
 - Fixed issue with Referral Listing columns not being sortable (#2035)

<hr> [1.2.27] 2023-06-01
Added
 - Added multiple change field value fields to Staff listing (#1967)

<hr> [1.2.26] 2023-05-30
Added
 - Added Asynchronous availabilities for asynchronous appointments
 - Added a Duplicate button on the Success Plan entry and the Step Listing for a Plan (#1928)
 - Added Change field value for Admins to the SAGE Referrals Listing (#1934)
 - For SurveyTrac, preference option in 'Dashboard Charts and Dashboard Surveys' allows hiding the surveys panel from the dashboard if there are no pending surveys
 - For the Resource Utilization report, staff that processed the checkout and return have been added (#1930)
 - Added Email and Staff Sequence optional fields to User Detail report, and Last Access field is now being updated (#1951)
 - Added more optional fields to the User Detail report
 - Added a convert appointment to asynchronous button to the appointment entry for staff only for profiles that allow asynchronous profiles
 - Added change field values to Staff listing (#1967)
 - Added 'Subject CRN' to choices for format to display subject (#1968)
 - Added display subject preference using CRN now also causes CRN to be displayed in sections list in batch visit entry
 - Added Consultant Fund and Center Fund to the Visits by ?? report, for grouping by or as an additional field (#1975)
 - For SurveyTrac, there's a new 'Initiated Via' setting: 'Email after 1st visit per consultant during survey period' (#1857)
 - Added option to show visit details on Success Plans report (#1862)
 - Added reports option to search by Course List on numerous reports (in Additional Search, Registrations Search section) (#1977)

Changed
 - Asynchronous widget will now only appear on dashboard if 1 or more profiles have the preference activated
 - Success Plans for students will not be show on student dashboard if the assigned plan is deactivated or the success plan itself is deactivated (#1931)
 - Dropped the display of the unused document field 'Follow Up By' (#1929)
 - Resource reports allow the option of showing checkout notes
 - Adjusted registrations Assignment Grid view to allow searching for Total Points (#1935)
 - Use "KIOSK Enter ID label" for Ad Hoc QR Code text (#1932)

Fixed
 - Fixed an issue with email templates sometime not being editable (#1924)
 - Fixed an issue with max appointment rules and In Person only appointments (#1920)
 - Fixed sorting of reasons on dashboard to use the sort code (#1955)
 - Fixed an issue with Success Plan Step completed email (#1961)
 - Minor security updates (#1956 - #1960)
 - When booking a recurring appointment check to prevent double booking on future dates (#1964)
 - Fixed a couple typos (#1965, #1966)
 - Fixed duplicating a group from profile causing an invalid search bar to appear (#1969)

<hr> [1.2.25] 2023-05-02
Added
 - Added ability to duplicate courselist items (#1851)
 - Added Next and Previous buttons to Student, Staff, Faculty and several other entry page navigation
 - Added Custom Notes to availability blocks for internal staff documentation about availability issues (#1921)
 - Added "Writing Fellow" to "Name for Consultants" options (#1919)
 - AddedCustomizable text on local login screen (#1914)
 - Added option to allow Custom Kiosks to display consultant login button (#1909)

Changed
 - Surveys Listing Active field is sortable (#1899)
 - Students Visits Cleanup Data report now allows changing the visit or appointment consultant (#1867)
 - Changes to sort order of sections in a course list (#1918)
 - Added a conclude icon to Q2 list of helped (#1917)
 - Resources reports now include staff checkouts, with option to sort by staff (#1910)

Fixed
 - Fixed issue with saving an availability block when no meeting type chosen (#1998)
 - Fixed a log resource issue (#1923)

<hr> [1.2.24] 2023-04-17
Added
 - Added some special student fields to Student import field assignment process (#1882)
 - Added new profile preference for the ability to customize the emails that go out when multiple cancellations / misses cause auto cancellations of appointments
 - Added ability to retrieve the Block - Description as a twig tag in an appointment that was blocked on the schedule
 - Added QR Code to Student Confirm BIO on login when email for student is inaccurate or missing (#1866)

Changed
 - Removed the unneeded global preference 'Display Receive SMS' (uses Group preference for access) (#1878)
 - Moved several profile preferences into a new Advanced Preferences category (#1877)
 - New Availability looks activated
 - Next and previous navigation buttons on scheduler are now disabled while the calendar data is loading (#1887)

Fixed
 - Saving a success plan might duplicate the steps (#1894)
 - Ad hoc appointments will allow you to choose In person or online (#1896)

<hr> [1.2.23] 2023-04-07
Added
 - Added new fields to database to handle built-in asynchronous appointments
 - Prepared new interface elements that will in the future display asynchronous appointments
 - Added Custom Views to Appointment Listing (#1846)
 - Added Section and TermCode to Students -> Attendance Listing (#1843)
 - Added indicator badge to scheduler to indicate In-Person availabilities (versus Online) in preparation for asynchronous availabilities in future
 - Added checkbox options in Consultant Max Hours and Non-Duplicated Appointment Time report whether to include missed appointments in the report, as well as showing appointment subject, reason, and location
 - Search by section schedule Day and Time on Registration listing and Via Student search form
 - Added WatchLists to available twig tags
 - Added new Group Preference called 'hide Is Work' to hide Is Work button from Quick Visit entry
 - Added new Group Preference which prevents 1 on 1's from being displayed as drop in when the scheduling time expires
 - Added new preference to search availability widget to prevent similar availabilities from being stacked
 - Added ability for admins to modify the linked person for a document
 - Added new Profile preference affecting KIOSKs that allows the student to log in to an appointment for a center in the same profile as the KIOSK
 - Added a new preference in Appointment scheduling that prevents a visit from being created when entering an online session
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended
 - Added a new preference in Appointment scheduling that prevents a visit from being created when marking an appointment as attended and a visit already exists that surrounds the appointment start
 - Added Referrals Listing to the Listings menu and Sorted the Listings by Name
 - Added a new report, Optional: In-Person vs Online Appointments (#1453)
 - Added confirm Bio search to student Listing (#1864)
 - Added Minimum duration option for Visit Steps (#1860)
 - Added Birthdate to the list of confirm Bio Student fields (#1865)
 - Added a new report, Student Search Availabilities (#1222)

Changed
 - Changed: do not show Student Blocked by Time message for Drop In blocks
 - Changed: Visits by ?? report and Visits by Faculty and Subject report now allow Faculty Email as an additional field to show (#1870)

Fixed
 - Fixed saving issue from Success Plan entry via popup (regular entry was working properly) (#1849)
 - Fixed a display issue with Documents Listing (showing inactive when not necessarily inactive) (#1845)
 - Fixed an issue with hide DropIns from student per search availability widget
 - Fixed typo in second selection deletion prompt (#1871)
 - Fixed an issue with saving resources showing a resource no longer checked out (#1874)
 - Fixed a script error issue on KIOSK Choose Consultant options (#1844)

<hr> [1.2.22] 2023-03-23
Added
 - Added Appointments listing to Other->Listings menu (for Admins only)
 - Added TimeLineEvents entry screen so the event may be viewed by Admins or deleted by a SysAdmin (#1814)
 - Added Survey option to auto-resend survey emails for unanswered responses (once) after # days (and optionally, after that, continually resend every # days). Also an option in Survey, Responses tab to exclude responses from being re-sent. (#1109)
 - Added categorization option to the notifications modal and ability to hide a notification from the notification listing (#1815).
 - Added ability for Redrock staff when setting up imports to drag and drop to move or copy import batch items from one batch to another.
 - Adjusted the borders or the roster list of the class roster modal to make it look more like other listings.
 - Added a new SAGE report, Referrals by Student and Appointments/Visits (#1816)
 - Added ability to prevent an appointment reminder/confirmation/missed email from being sent if the email body contains: #ACTION:DO NOT SEND#
 - Added a remember student option on batch visits to allow multi-logging for the same student (#1838)
 - Added a new management report, Consultant Max Hours and Non-Duplicated Appointment Time (#1711)

Changed
 - Slots found on search availability grouped (stacked similar) according to time, date, center, type , location... added online (#1825)
 - Adjusted AdHoc QR Code to work when drop in availability is linked to a course list (#1827)
 - Success Plan entry screens nowshow the name of the success plan in the app bar at the top of the screen (#1831)
 - Success Plan email entry: the pop over editor will not activate the full WYSIWYG editor, but clicking on the line to show the full screen version of the email will invoke the WYSIWYG editor (#1830)
 - Visits/Appointments Export, in the Number of Days to Export field, another option is a range of days, i.e. 14...7 would export from 14 days ago through 7 days ago. (#1738)
 - Staff only sections will not appear on KIOSK login for students (#1836)

Fixed
 - Hide inactive custom questions on KIOSK log in / out (#1820)
 - Hide inactive Q2 Configs on dashboard (#1819)
 - Make Continue button on KIOSK log out keyboard accessible (#1818)
 - Surveys marked for Display on Document Posting was causing dashboard to not load for Students (#1821)
 - Group staff listing does not need the selection menu option at top of list - removed (#1824)
 - Some Resource checkouts weren't being shown on student timeline due to the change that allows staff to now be able to check out a resource (#1826)
 - Fixed word wrapping of checkboxes when the label won't fit in the intended area (#1822)
 - Fixed an issue with search availability widget preference to hide profile option not working (#1829)
 - Fixed issue where certain students migh see a duplicated announcements on dashboard (#1834)
 - Fixed an issue with SAGE notes and additional notes hiding when referral type option checked. Also Custom Questions now says Additional Questions (#1835)

<hr> [1.2.21] 2023-03-09
Added
 - Added ability to change consultant time check mode to bi-weekly (#1768)
 - Added Staff LastFirst and FirstLast fields to power search which allows consultant linking to students (#1784)
 - Added new report Appointments/Availabilities by Hour by Day of Week
 - Added Center and Profile to Outstanding Appointment requests (#1787)
 - Added an option to allow student to choose Other when logging in to a center and there is a prescheduled appointment (#1796)
 - Added new system preference to toggle Student Upload documents to their dashboard
 - Added new option for profile preference regarding choosing a consultant on login: you can now make the consultant required (Yes, No, Yes Required) (#1809)

Changed
 - Adjust time line indicator on scheduler when center chosen and time is not the same as current browser time (#1778)
 - Only Redrock developers may now create a system wide announcement to campuses (thank you Billy).
 - Allow registration custom fields to be viewed in Visits by ??, Students Visits/Appointments by ?? and Usage Snapshot reports (#1781)
 - Registrations by ?? report now allows grouping by Subject/Course/CRN (#1807)
 - Reports using Registrations section of Additional Search now includes searching by registration status (#1802)
 - Availbility slots will use availability preference for multi-slots when accessed via search availability (#1810)

Fixed
 - Fixed an issue with outstanding appt requests - followed up by person (#1782)
 - Fixed a too strict logic issue when determining if a consultant can cancel an appointment from the dashboard (#1785)
 - Fixed 'birthdaytoday' phrase search on student listing to additionally honor 'search active' (#1790)
 - Fixed issue with student name with back tick (`) causes not able to search for an availability (#1792)
 - Fixed surveys sending to tutor/advisor/consultant after student visit, when set with 'Email after visit' and Tutor/Advisor option is checked (#1775)
 - Fixed when staff removed from a center the visit entry will now still show the assigned conultant for older visits (#1795)
 - Fixed a typo for student document upload button (#1803)
 - Fixed an issue with annouuncements not showing on Dashboard (#1801)
 - Fixed an issue with visit with First Available originally chosen auto choosing the first consultant on the list (#1805)
 - Fixed an issue with search availability showing Profile choices to the Student (#1806)

<hr> [1.2.20] 2023-02-27
Added
 - Added new Task report
 - Added Subject and Course as separate additional fields to show on Visits by ?? report
 - Added Watch List indicators to Registrations Listing
 - Added Show these Registrations to Students Listing
 - Added various minor changes to Success Plans (#1773) including auto assign consultant and edit record link
 - Added a notification message if roster appt status could not be changed due to network error (#1780)

Changed
 - Modified student & staff timeline items to show light grey background for Extra Detail items
 - KIOSK Sort code for staff can now also sort the staff on the scheduler (#1746)
 - Added a message to SI batch visits area show the total number of SI Visits created (##1753)
 - When adding a new roster appointment, pre-assigned subject and reason are now displayed in the roster item (#1754)
 - Only user-allowed task types are now shown in task entry and listing (#1759)
 - Added a Notes Required option to profile preference to allow Notes to be required in Visit Entry
 - Added a Cancellation Reason required to system preferemces (#1758)
 - Adjust privileges for Staff that are not Admins: no deletion of selected records, no merging records and no change field value (#1760)
 - Adjusted size of Q2 expander button in Q2 Queue listing

Fixed
 - Special Needs customized title now used for availability entry modal
 - When student is in a timezone different than profile and campus, local time is now being displayed and enter online session button works (#1747)
 - Fixed a typo on dashboard for Referrals (#1748)
 - Fixed an issue with Max Appt Rules that use a week start on Sunday (#1749)
 - Fixed an issue with DST adjustment
 - Filtering scheduler with Location filtering and Hide Unavailable now work together (#1756)
 - Reasons shown to Staff only are now hidden on KIOSK signin (#1770)
 - Fixed weird issue with clicking on watch list name on dashboard (#1771)
 - Fixed a location and online issue when moving appointments from one availability to another (#1769)
 - Fixed a time zone issue with appointment notifications when appointment time is different from campus time (#1779)

<hr> [1.2.19] 2023-02-09
Added
 - Added Recompute time for watch lists in the Preferences (#1717)
 - Allow dragging of twig fields for batch emails (#1716)
 - Added ability to choose selected item from group roster to send visit notes, surveys, and emails
 - Entering term 'birthdaytoday' in student nav search shows students with a birthday today
 - Profiles can now block student appointment booking between two times (ie 10pm and 4am)
 - Added 'Consultant Max Hours' as an additional field to show on the Students Visits/Appointments by ?? report (#1705)
 - Added twig to Survey 'Notify results to emails' setting, so each survey recipient can receive their Notify Results email (#1695)
 - Added Students Visits Center Grid report (#1714)
 - Added option to send quiz to students from group appointment/roster
 - Added survey sent via "Email after 1st visit per subject during survey period" option (#1342)
 - Added links to edit visit records in Students Visits Cleanup report (#1494)
 - Added new cookie for controlling if Extra Detail will be automatically checked (#1742)
 - Watch List students on dashboard now have their associated color indicators next to the title

Changed
 - Prevent Switch to account option from switching to an inactive account (#1718)
 - When editing custom fields of an appointment, show Save button as soon as any key is entered in the custom field (#1721)
 - Added duration check after batch duration amount entered to prevent badly formatted durations (#1723)
 - Custom missed appointment statuses are now honored in student appointment timeline extra detail
 - Work visits do not require subject (overrides profile preference for requiring subjects)
 - Display appointment's local time when browser time does not match center's appointment time (#1737, #1740)
 - Adjusted FTE option to specify students with exactly # / # or more / # or fewer hours/visits for Visits by ?? and Students Visits Summary reports (#1598)
 - Moved Profile Pay Basis settings to general Preferences, Payroll section; added link to Work Types listing (#1679)

Fixed
 - Fixed a typo on Group permissions 'this controls which centers the user...' (#1719)
 - Fixed SAGE Emails were dropped from timeline due to null category, they are back (#1720)
 - Fixed reports query using Students On List option for dynamic lists (#1715)
 - Prevent a quiz from being changed back to a normal survey once a response has been recorded (#1741)
 - Show unique students per grouping if one of the groupings is Student (#1632)
 - Fixed issue with consultant reason specialties selection menu not always loading (#1739)

<hr> [1.2.18] 2023-01-07
Added
 - Custom KIOSKs now can have a course list attached (#1689)
 - Add staff display entry link to day summary dialog for a staff record
 - Added Tip of the week menu and tip of the week notification
 - Added ability for students to filter the Center Visits widget by Center and Subject (#1708)

Changed
 - Changed student timeline so emails related to Visit, Success Plans, Appointments, Resource are grouped accordingly and shown when extra detail is checked

Fixed
 - Printing Student Center Visits from dashboard now prints all pages of the students visits (#1707)

<hr> [1.2.17] 2022-12-26
Added
 - New Module: Student Success Plans (#1677)
 - Added ability to share a course list item with other selected course lists (#1681)
 - Added additional overall attendance chart to student attendance (#1514)
 - Added additional Import process to activate solely based on dates from and to (#1674)
 - Added The ability to set a default 'Override From Address' choice in email prompt (#1675)

Changed
 - Changed wording in Staff Entry of Primary Center to Default Center (#1680)
 - Expand 'User Detail' report functionality (#1460)
 - Q2 Custom Field requirement changes (#1684)

Fixed
 - Custom Fields that are required when displayed on Q2 Raise Hand will now honor required attribute (#1684)
 - When a Course List has no items, recalculation of course list will gneerate a list of no items (#1487, #1683)
 - Fixed a typos in Saved Searches modal (#1685)
 - Allow Registration Listing Custom Fields to be reset to blank value (#1682)
 - Fixed an issue when sending batch emails from student listing, Chrome browser for windows didn't always get the last selection of records (#1582)

<hr> [1.2.16] 2022-12-12
Added
 - A searchable Usage column added to the CourseLIst listing
 - Opacity of Reserved Blocks adjusted so visibility of covered items increased
 - Allow checkouts of resources to Staff (#527)
 - Added Staff Only option for Reasons (#1665)
 - Added Barcode field to batch visit scans (#1672)
 - New import process to activate registrations based on date and withdraw codes only (#1674)

Fixed
 - Resource Check In/Out Button On Log Listing Not Working (#1660)
 - Issue with wild cards in power searches for custom fields (#1659)
 - Unrerve Resource button not showing (#1662)
 - Update staff.studentid field when staff user name is changed in staff record (for linking student to staff) (#1668)
 - Students name not appearing on check out history tab of Resource (#1671)

<hr> [1.2.15] 2022-12-03
Added
 - Added Custom Automation scripts to various specific locations (#1607)
 - Added Terms and Conditions Reponses tab to Terms and Conditions Entry (#1636)
 - Drop down menu support in Custom Views for fields with choices and are editable (#999)
 - Sort Lists alphabetically on report picker (#1640)
 - Added activation deactivation of Lists in Custom List entry (#1641)
 - Lists menu is now searchable
 - Max Appointment rule additional message now allows twig processing (#1646)
 - Added ability to search registrations based on a course list
 - Added Reponses to Terms and Conditions entry with Term and Subject listed (#1651)
 - Added Time Check option for required hours per Month (instead of Week)
 - Added keyboard acessibility to Q2 Table interface (#1634)
 - Added Fund Codes prefs to the Pay Codes area in order to predefine fund codes
 - Add ability to group Lists on the menus by using :: (double colons) to separate group name and menu name

Changed
 - Year is always shown on dates of visits in the attendance listing (#1638)
 - Moved general list options menu choices to top of List menu (#1639)
 - Changed wording of max appt rule display when status searched is blank (#1645)
 - New Availabilities will default to profile preferences for multi-slot times (#1647)
 - Dropped 'View Student Info Tab on Visits' preference, now automatically uses Table Access setting from Group prefs (#1655)

Fixed
 - Fixed a typo on special needs instructions (#1648)
 - Fixed a typos on Search availability instructions (#1653)
 - Fixes an issue with saving blank reason on Availability Badges (#1652)

<hr> [1.2.14] 2022-11-22
Fixed
 - Fixed an issue on swift email attachments for iCal REQUEST vs CANCEL (#1594 again)
 - Fixed an issue with SI Batch scans confirmation message (#1613)
 - Fixed an issue with Batch Scans -> ID and Other ID (#1626)
 - Fixed an issue whith student search when trying to find Active Students WITHOUT an active Registration (#1627)
 - Fixed an issue with Q2 Table Visit straddling midnight (#1624)
 - Fixed issue with Course and Section menu on Workshop entry (#1617)
 - Fixed an issue when printing a survey or quiz with text overlapping (#1625)
 - Fixed an issue with Workshop attendance creating a visit (#1629)
 - Fixed an issue when Chrome language set to Korean, not being able to conclude a Q2 Table Visit (#1633)

Changed
 - Removed Consultant name from Q2 Hand Raised on kiosk and log list fields (#1612)
 - Dropped 'Include Wait Time' preference (not being used) (#1621)
 - Added ability to search by workshop name in workshop listing (#1616)
 - Added pagination to Enroll Students listing in Workshop Listing (#1614)
 - When moving an appointment, dropins no longer appear as an option (#1615)
 - When generating attendance for a section, inactive sections are now hidden (#1631)

Added
 - Added a group preference for preventing password editing of student and staff (#1605)
 - Allow multi-check questions for Quizzes
 - Surveys and Quizzes show on timeline under Surveys
 - Ability to display a Quiz on Assignments tab of Registrations entry
 - Surveys, Staff, Students, Faculty, Visits now show message when a change has been made and user wants to close the page (#1608)
 - Report That Only Shows Availabilities That Are Not Booked (#1537)
 - Added new log list field for showing currently request Q2 subject (#1609)
 - Added QR Code for KIOSKs showing for all profiles (and Work Visit login) (#1610)
 - Added new Twig tag for Document Posted By Name (#1622)
 - Added a cancel button to Terms and Conditions modal (#1628)
 - Added ability to force a custom field to display starting on a new line (#1618)
 - Added ability to enroll a student into a workshop via ID, Other ID and Barcode (#1630)
 - Added Custom Fields to Q2 List and Q2 Raise Hand modal (#144)

<hr> [1.2.13] 2022-11-10
Fixed
 - Prevent confirmation emails for cancelled/deleted appointments when availability is changed
 - Fixed list sorting for several fields on several listings
 - Prevent student double booking on group roster
 - Prevent user from adjusting visit's status changes multiple times in a row (via double and triple click)
 - Marking an appointment as logged in from the dashboard now adjusts the appointment status automatically
 - Fixed an issue with appointment missed status being set to the custom student missed status
 - Fixed an issue with change field value record selection (auto checks against previous search)
 - Fixed an issue with certain reserve blocks being ignored on search availability (#1606)
 - Courselists for centers properly utilized for subject choices on appointment entry
 - Added REQUEST=CANCEL method for email attachment for cancelled appintments (#1594)
 - if appt changed and confirmation already sent, resend confirmation.

Changed
 - Center is required on Quick Visits
 - Adjusted the spacing around the Q2 Raise hand button on log listing
 - Added date checks to availability blocks when adjusting from and to dates
 - Q2 Conclude visit now adjusts to server time for q2 table visits
 - Addjusted iCal appointment attachments to be system timezone independant
 - Allow person to change online or in-person on group when only 1 person enrolled so far

Added
 - Consultant time check now uses a preference that controls how many weeks to display on time check
 - Allow faculty to view 'own visit' on student entry
 - Allow location and subject course to be searched on visit log listing
 - Added a new login to center area on Q2 Queue List
 - Added new preference for controlling how many consecutive appointments allowed
 - Added a grace period for cancelling a newly created appointment without penalty
 - Allow blank as a choices for faculty on section entry
 - Added menu for filtering referral types on dashboard referrals widget
 - Added Process Specialties button to Terms area of system preferences
 - Added new feature to Q2 Configs widget showing hands of students that need help that the current user may help

<hr> [1.2.12] 2022-11-8
Added
 - Added PGP encryption to FTP files uploaded for import

<hr> [1.2.11] 2022-10-27
Fixed
 - Preserve online url for group roster appointments
 - Fixed issue with Q2 hand raised modal not closing
 - Fixed log list refresh for Queue listing

Changed
 - Don't show custom fields to consultant on a KIOSK log in / out
 - Added a preference to hide the number of slots found message on searc availability
 - Prevent certain student fields from being searchable when user can only access brief view of student
 - Make sure a concluded visit has the time in field set
 - Visit entry requires Center, Reason, Subject and Consultant
 - Multiple cancellations and misses now have an adjustable tolerance value for auto-cancelling future appointmenmts
 - Followed up referrals nbow show as entries on timeline
 - Additional security to prevent user from viewing referral when they do not have access to that referral type
 - Allow a previously cancelled student to be added to a roster appointment
 - Show attached fiels on mail queue item

Added
 - Added a confirmation on rosters whena changing an appointment to missed or cancelled
 - Added barcode field to Q2 list search
 - Added a paperclip icon to timeline to indicated attached documents for appointment and vsiit records
 - Added a profile preference to control reminder alarm for iCal attachments

<hr> [1.2.10] 2022-10-17
Fixed
 - Fixed an issue with Group Roster subject not displaying correctly (#1491)
 - Prevent double click on log out of visit when survey is displayed (#1492)
 - Fixed iCal appointment uses profile time zone (#1493)
 - Fixed multiple issues with scheduler on iOS (#1473)
 - Fixed Override and Send option on SAGE referral (#1504)
 - Fixed an issue with work visits in time zones not matching campus time zone (#1507)

Changed
 - Added pagination to the student list for resource checkouts (#1511)

Added
 - Added Q2 Consultant Alias to list of KIOSK fields (#1499)
 - Added a blank subject option in edit visit entry (#1495)
 - Added sent notifications to student timeline (#1508)

<hr> [1.2.9] 2022-10-03
Added
 - Added new ReasonsAndLabels and RecommendaitionsAndLabels tags for SAGE Emails (#1444)
 - New prevent double booking procedure for 2 students clicking to book at the exact same time (#1439)
 - New functionality to allow availability blocks for a single staff to be for all centers
 - Added Consultant Alias to Kiosk Field choices
 - New profile preference for CANCEL - MISSED (#1456)
 - Added batch staff notifications and document uploads
 - Added Export to CSV for staff listing
 - Allow termination of work visits at night (#1462)
 - When cancelling multiple appointments in a row, cancellation 'auto cancel' email will go out to student and consultant including iCal (#1463)
 - Added a preference for batch imports to email campus IT on success (#1476)
 - Added a Terminate Visits Now button to profile entry preferences so profile admin can manually terminate all open visits.
 - Added a Q2 Configuration option for requiring a table when raising hand (#1484)
 - Batch scans that fail now show on scan results (#1483)

Fixed
 - Ability to move availability from one day to another (#1445)
 - Fixed Export to CSV for Assignment Grid (#1447)
 - Fixed an issue with time entry for time between 12:00 am and 12:59 am (#1449)
 - Fixed issue with batch referrals for faculty not working if too many (#1451)
 - Prevent double click on roster log visit (#1452)
 - Fixed require reason for Q2 Hand Raise (#1455)
 - Fixed an issue with search availability not ignoring custom delete statuses
 - Prevent double clicking on batch save referrals (#1461)
 - Nightly missed appointment process uses student missed preference (#1471)
 - Assignment grid sorting - force numeric fields to sort numerically (#1474)
 - Fixed an issue with workshop attendance where the student is not enrolled in the course we are linking the attendance to (#1479)
 - Fixed a display issue for faculty linked to a class that has a badly formatted time for the class schedule (#1482)
 - Fixed an issue with marking a workshop as attended sometimes temporarily showing other students in the workshop roster (#1479)

<hr> [1.2.8] 2022-09-28
Added
 - Added Online as a field option for searching visits (#1429)
 - Added new capability to FTP REMOVE import process, allow remove multiple files (#1433)
 - Added new Q2 Config preference to keep a Q2 Remote center visit logged in and remain on log listing

Fixed
 - Fixed an issue with signature fields negatively interacting with fields near by (#1426)
 - Fixed an issue with wait status change functionality not working with advising centers (#1425)
 - Fixed problem displaying the custom location on batch visits editing (#1428)
 - Fixed an issue with batch emails to Faculty and Staff not using the new check system (#1431)
 - Fixed an issue with Q2Remote table visits not being marked as online (#1432)

<hr> [1.2.7] 2022-09-19
Added
 - New search availability rules and badges
 - New Twig Text item on KIOSKs and Log Listings for customized text with tags
 - New search field on scheduler staff menu (#1397)
 - New Search Avail Query counter for students
 - Added Appt Search items to Student Timeline (extra detail appointment items)
 - Added new permission to groups for allowing view schedule but not edit anything (#1395)
 - Added a print button to student center visits widget (#1393)
 - Student tags side bar to email templates and batch student emails (#1379)
 - Added new system preference for sticky start and sticky duration (#1405)
 - Added color picker for availability badges (#1407)
 - Added to Q2 Feature for showing Q2 Table visits on log listing (#1329)
 - Added ability to choose a requested consultant for a q2 table visit (#1329 also)
 - Added consultant name requested in Q2 Queue. Icon flashes if consultant user is the same consultant as requested
 - Log out a visit now has a confirmation modal (#1413)
 - Wait status not reset when wait status not used when changing the consultant from one staff to another in log listing (#1414)
 - When logging out a visit, if no location present, it will use the consultant's location automatically (#1416)
 - Added a new tag for logging a student in and out of their appointment on the staff main menu (#1368 again)
 - Added Sort Code to Reason entry (#1419)
 - Added Q2 Config option for only choosing consultants that are logged in for visits (#1423)
 - Added additional capability for logging a student into an appointment from consultant main menu (#1368 again)
 - Added Reason Sort Code to Reason entry (#1419)
 - Added a confirmation for signing a student out on KIOSK view (#1413)

Changed
 - Changed title of student cancellation reasons (#1399)
 - Center status widget now filters out work visits (#1388)
 - Adjust phrasing of drop-in reminders 'This is not an appointment' (#1378)
 - When booking a recurring appointment, the system now checks the future subjects for any subject conflicts (#1404)
 - When booking an appointment and required fields fails verification, save button now re-enabled immediately (#1415)
 - An error message will now show when student attempts to raise their hand in a queue center for which they are not currently logged in to (#1376)
 - Changed edit availability button on appointment entry closes appointment (#1418)
 - Changed how choose consultant works in tutoring center - no reset wait time (#1414)
 - When a student attempts to remote sign-in for q2 but hasn't signed in to main center - show an error message (#1376)

Fixed
 - Fixed Work Visits log time, now based on profile's time zone (#1383)
 - Fixed show text email button for SAGE referral testing (#1398)
 - Fixed This Semester Visits not filtering properly for student center visits (#1392)
 - Filter out carriage returns in Starfish export (#1370)
 - Fixed Searching for Active Faculty Incorrectly Displays Inactive Status (#1389)
 - If an availability is longer than your max appt limit, booking an appointment for that time slot causes duration to not match time (#1387)
 - Fixed very poor network conditions and pressing 'Confirm' multiple times sometimes can allow students to book duplicate appointments (#1384)
 - Fixed Students Can Book Two Or More Group Appointments At The Same Time With Different Consultants (#1381)
 - Fixed scrolling issue on appointment entry after the center info dialog shown (#1380)
 - Fixed searching by faculty name on sections listing (#1382)
 - Fixed Students' Center Visits widget - "This Month" seems to show "This Semester" data (#1374)
 - Fixed Batch Visits using wildcard subject could create a visit for an inactive registration (#1408)
 - Fixed an error when saving a favorite Payroll report (#1411)
 - Fixed on issue with QR Code KIOSK logins (#1422)
 - Fixed default sticky drag minutes (#1424)
 - Fixed location on log-in being set for drop-ins (#1416)

<hr> [1.2.6] 2022-09-14
Added
 - Added New process for faculty activations based on registrations active
 - Added more messaging for unsupported file upload doc types, added multiple new document types allowed (#1354)
 - Send auto cancellation email for multiple misses or multiple cancellations (#1361)
 - Added preference to not show avail split warning, no new profile creation unless redrock user (#1363)
 - Added new preference for instructions on how to fill out an unable to find an appointment report
 - Added Power Search option to search faculty by inactive / active (#1372)
 - Added ability to log in and out the students from the group roster
 - Added default appointment view (day or week) for dashboard for either students or consultants

Changed
 - Imports opened up to system admins
 - Logging into to center and out of center allow tabbing to buttons (#1355)
 - Moving appt modifies the appointment schedModBy field now (#1364)

Fixed
 - Fixed Issue with Move to button when Online location is stored in Location field
 - Fixed Don't hide those that have hand raised and are filtered. (#1347)
 - Fixed Work indicator doesn't appear when no log in reasons (#1346)
 - Fixed Prevent double click on avail entry save (#1353)
 - Adjusted TinyMCE to not convert urls (#1351)
 - Update course lists for courses that are linked to availabilities during the process specialties process (#1349)
 - Fixed power searches with custom fields and faculty main menu course list search (#1358, #1359)
 - Drop-in 'enter online session here' link now contains the reason and section (#1360)
 - Do not let cancelled appointments on 1-on-1 slots determine the subject for that block
 - Duration not showing similar start end duration time on appointment (#1362)
 - It's not possible to remove an email attachment after uploading (#1356)
 - Fixed an issue with the student center visits query for this month (#1374)
 - Fixed Max appointment rules for 1-on-1s do not apply to appointments not linked to an availability (#1366)
 - Notifications Do Not Adjust to local browser time zone (#1365)
 - Fixed an issue with move an appointment over another appointment that is not linked to an availability (#1367)

<hr> [1.2.5] 2022-09-07
Added
 - Add Staff fields to custom view for visits (#1333)
 - Added indexed to Appointments RecurID, StartDT, Status (query speed improvement 10x)
 - New preference added for limited consultant choices for logged in to work in same center (#1340)
 - Additional explanation for cancel - missed (#1341)
 - Warn user when saving a visit without an entered date and time
 - Allow sys admins access to temp import directory

Changed
 - Allow barcode as login to the SI QR code
 - Allow QR SI Login using user name

Fixed
 - Latest trac, show small navbar menu at less than 1068 pixels
 - Search availability instructions for option 4 and 5 were not being displayed properly (#1336)
 - Survey apostrophe issue (#1337, #1338)
 - Send email attachments to roster fixed, moving an appointment change online location (#525 again, #1344)
 - Fixed a grammar issue (#1345)

<hr> [1.2.4] 2022-09-02
Added
 - Visit / Appointment export has option to include work visits
 - Added new ability to override SMS address for certain cell users
 - Info logging added to import process, also added new campus functions to override imported data if needed
 - Added a custom message for max appt rules failure

Changed
 - Changed default system requirements for local password number of characters for uppercase and lowercase character requirements
 - Changed interval time for Q2 remote checking for help link (adjusted interval to longer duration)
 - Improvement made to Visit query for finding related registration or section (speed improvement increase by 10 times)
 - Only SysAdmins can lock local accounts
 - Course lists with related course lists no longer editable
 - Removed cancelled and deleted appointments from center status summary
 - Cancelled appointments in a group recurring will be used to determine subject if not other appointment present to determine the group's subject
 - Update trac to use new table collation

Fixed
 - Fixed Q2 Logoff button (not always available)
 - Fixed issue on calendar where sometimes chosen consultant would be forgotten
 - If Hide ID chosen on user's group, don't show ID on student pickers
 - Fixed MaxHours computation in Max Appointment rules for group appointments
 - QR code expiration computation fixed
 - Fixed issue of overlapping work visits
 - Adjustment to appointment save to keep button deactivated until save concluded
 - Prevent spam click on log out of center
 - Minor fix for Students Visit Summary report

<hr> [1.2.3] 2022-08-25
Added
 - Added new special needs to preferences for linking special needs to student lists
 - Added Create Visit on Staff entry (#1294)
 - Added host and process id to database import statuses
 - Added HTML support in Search Availability Instructions (#1304)
 - Added a new system preference to allow students to choose a cancellation reason when cancelling an appointment
 - Added a new system preference for search availability widgets to hide the menu 'First Available or Choose Date and Center''

Changed
 - Updated TinyMCE to 4.9.11, jQuery to 3.6.0, Bootstrap 3.4.1, FontAwesom 5.15
 - Changed method for ViewSchedule centers for group preference controlling access to search avail widget
 - Saving a Quick Visit without a duration will now warn the user
 - Clicking on the wait status will now by default show the consultant's name as the first choice if the user is logged in as a consultant
 - Profile Entry -> Consultants will now show consultants linked to other profiles as italics

Fixed
 - Fixed spelling mistake in "Save And Split Into Separate Availabilities (not typically recommended)" (#1297)
 - Fixed issue when availability is an odd length compared to the increment value (#1300)

<hr> [1.2.2] 2022-08-19
Changed
 - Watch list hide email hide phone group prefs are now honored (#1288)
 - Don't show timeline tab on a new record when tab cookie says to show timeline tab (#1289)

<hr> [1.2.0] 2022-08-19
Changed
 - Removed a duplicated struct update

<hr> [1.1.8] 2022-08-16
Added
 - Added Account lock and unlock interface when using local accounts
 - Added preference to control wording of enter online appointment link (#1279)
 - Added lockout when bad passwords entered multiple times (#955)

Changed
 - Increased size of faculty salutation field
 - There are no upcoming classes / appointments wording changed by dropping the word classes (#1280)
 - Student/Consultant tabs auto disappear in appointment records if no custom fields are available (#1281)
 - Change label of profile prefs, 'CC Center' to 'CC Profile' (1287)

Fixed
 - Fixed log out page for SAML
 - Fixed location choices based on profile for staff entry (#1278)
 - Fixed line breaks in preview for consultant schedule reminder emails (#1230 again)
 - Fixed Save notification upon saving visit notes to coach (#1282)
 - Fixed an issues with new appointments overlapping a block, reject new appointment before saving (#1286)
 - Booking appointment that intersects with previous block should reject the appointment (#1286)

<hr> [1.1.7] 2022-08-15
Changed
 - Search availability widget only displayed if the group is associated with a profile associated with a center listed in viewCenterSchedules group pref
 - Appointment.DisplayTime now has a raw tag included automatically (#1276)

Fixed
 - Fixed issue with reason choice on KIOSK not updating list of consultants for that reason (#1273)
 - Fixed handling uploaded documents with periods in filename (not indicating the extension)
 - Fixed Course Lists showing sections listing when including staff course lists (#1258)

<hr> [1.1.6] 2022-08-04
Added
 - Added ability to control display of prompts on the Search Availability choose Date, Profile and Center modal
 - The ability to group by faculty name in Visits by ?? report (#1242)
 - Added navsearch by student ID to the attendance listing (#1251)
 - Added new group pref for staff viewing work visits (#1243)
 - Added option to show or hide work visits on dashboard utilization (if they have access to work visits) (#1244)
 - Added option to enter Work Visit notes on log out of work session (#1245)
 - Added In-Person label to search availability results when availability is In-Person (#1255)
 - Added option to choose a blank subject in batch visit entry modal (#1257)
 - Added new global preference that turns 1 on 1 availabilities into in person availabilities if the time period for allowing students to book has expired (#32)
 - Added new preference for Q2 Configs to lock the student email address for sending the table help instructions
 - Added a weekly and daily chart of visits to Center Usage widget
 - Added Trainers to consultant names (#1271)
 - Added Accum Hours to Student power search (#1265)
 - Added raw attribute to Appointment.DisplayTime tag (#1276)

Fixed
 - Speed up auto scroll animation in search preferences interface (#1249)
 - Fixed Student log out resource buttons not fully clickable (#569 again)
 - Fix title of Date/Time field in Workshop entry (#1246)
 - Dashboard charts preferences, save button stays visible after clicking (#1248)
 - Change label and display type of custom # choices for login choices (#1250)
 - Fixed opening an entry for a layout that had a previous tab that is no longer existent (#1261)
 - Fixed 'Find first immediately' when default date is other than today (#1259)
 - Fixed Student chart issues and added 'Age' as a grouping field for charts (#1260)
 - Fixed 'enter online session' button not working when local time zone different than server time (#1196)
 - Fixed nav search issue with % wildcard followed by digits (#1263)
 - Fixed problems with periods in filenames (#1271)
 - Fixed Student timeline all since option when student record created is after first visit for that student (#1268)
 - Fixed minor issue with Calendar URL for students not showing (#1264)
 - Fixed scrolling issue after choosing reason category in appointment entry (#1269)
 - Fixed issue with creating new student bringing up blank page (#1272)

<hr> [1.1.5] 2022-07-26
Added
 - Log when students search for availabilities, process after the fact if the appointment was ever booked (#1203)
 - Added a popover title showing the query used for Lists in preferences
 - Added new preference for preserving the original physical location on visits even when marked online
 - Added indicator to the schedule that shows breaks in availabilities (#1201)
 - Added Referral.CreatedDT tag to SAGE tags (#1233)
 - Ability to set the week start day for max appointment rules involving weeks (#1132)

Changed
 - Cleaned up the look of Lookup Values listing, added navQuery fields and power search fields. (#1220)
 - Added Log List refresh back to log listing using the profiles log list refresh settings (#1215)
 - Simplified the code for search avail widgets and added 2 more widget groups for a total of 5 options.
 - Removed ability to use & character in Table names and locations for Q2 Remote (#1227)
 - Showing consultant alias instead of name for consultant center visits (#1229)
 - Added preference to control title of 'All Groups' menu in search availability options (#1232)

Fixed
 - Save and split availabilities with complex fractions of time (#1216)
 - Fixed Previews of emails to show line breaks (#1230)
 - Fixed search availability title on search dialog (#1231)
 - Fixed various issues with Workshops entry (#1235)
 - Changing Appointment Display text to defaults was not showing the Save button (#1237)
 - Fixed name of a search availability widget disappears after you click search (#1238)
 - Fixed scrolling of day summary with large amount of data (#1178)
 - Fixed an Issue with deleting Custom KIOSKs in the Profile Entry (#943 reopened)
 - Removed duplicate power search terms from the nav search menu in Attendance Listing (#1241)
 - Prevent students from booking appointments where date time has already occurred (#1124)

<hr> [1.1.4] 2022-07-20
Added
 - Added ability for faculty to schedule appointments from dashboard when SAGE is active
 - Appointment duration twig tag added (#1195)
 - Added staff sequence searches (#1190)
 - Added Custom Staff and Student Edit BIO button label (#1189)
 - Added Save and split preference and renamed save and split button (#1202)
 - Preference for setting default date option for search availability (#1187)

Changed
 - Group prefs for save own visits now honored by batch QR code visit creation (#1188)
 - Change the verbiage of the single sign in log out for KIOSKs
 - Batch selection delete visits now honors group preference for deleting visits (#1183)
 - When Q2 config name is changed, all names in all Q2tableaccess that uses that Q2 config (#1193)
 - Hide the x on an appointment entry when not inside a modal dialog (#1177)
 - Batch Changing field values for receive text alerts fixed, Custom label for report unable to find appointment, search Visits by full name (#1204) (#1200)
 - Change wording of allow user to view student contact field on schedule (#1206)
 - Don't match fields if already have been assigned any (#1180)
 - Only show save button on profile when contact actually changed
 - Visit entry centers pulldown menu needs to view Centers group preference (#1212)
 - Log listing button labels are now clickable
 - Added local account password rules, allow for lockouts, resetting password honors rules, resetting password unlocks account

Fixed
 - Staff record custom fields were not saving (#1184)
 - Fixed duplicated nav query fields for term sequence in registration listing (#1181)
 - Clicking next day on dashboard schedule was moving a week forward (#1192)
 - When moving imported field from one column to another, need to store the old line as blank (#1175)
 - Logout button on Attendance listing fixed, cannot search resource students on schedule (#1290) (#1207)
 - Changing time zones on profile entry doesn't show save button, allow blank time zone (#1198) (#1197)
 - Fixed an issue with KIOSKs and log listings
 - Q2Remote link on student search availability link not working (#1218)

<hr> [1.1.3] 2022-07-07
Fixed
 - Fixed an issue with Custom Lists
 - Fixed assignment of UUID to staff records

<hr> [1.1.2] 2022-06-24
Changed
 - If the scheduler date is today, the today button is highlighted (#1157)

Fixed
 - Fixed job server issue
 - Fixed students seeing cancellation on dashboard but not seeing other attended appointments (#1154)
 - Fixed issue where optional in/person or online slots could not be hidden by location (#1114)
 - Fixed issue with Q2 Tables with colons, ampersands and backslashes not pre-selecting (#1159)
 - Fixed an issue on search availability not allowing all center choices to be available (#1160)

<hr> [1.1.1] 2022-06-24
Changed
 - Minor formatting change to batch visits section field area (added light gray line) (#1152)

Fixed
 - Fixed QR codes for Q2 Tables default table option now working (#1151)

<hr> [1.1.0] 2022-06-15
Added
 - Implemented some changes to job queue
 - Added ability use a KIOSK as a listing
 - Minor mods to resources listing (search by resource type etc.)
 - Utility entry for visits, show only active consultants in popup (#1141)
 - Allow KIOSK, log listing options menu to be searchable (#1138)
 - Added location filtering on scheduler

Changed
 - Center Stats are sorted by Center Name
 - KIOSKs menu sorted alphabetically (#1147)

Fixed
 - Fixed consultant alias on notifications (#11463)
 - Fixed issue to allow students to save an appointment for a time where it was previously canceled (#1145)
 - Fixed student BIO condition problem (#1146)
 - Fixed find by values using a custom field (#1149)

<hr> [1.1.18] 2022-06-08
Added
 - New option in referral type for hiding non-enrolled subjects when choosing a subject for the referral
 - Inactive sections on referral are marked as Inactive

Changed
 - Adjust the wording of the KIOSK Log out message
 - Allow log listings to have a specified number of persons listed (#1130)

Fixed
 - Fixed issue with Saved Searches for groups searches not appearing (#1119)
 - Fixed issue with re-sending emails (#1134)
 - Fixed issue for Faculty only for hide reasons and recommendations

<hr> [1.0.17] 2022-05-31
Added
 - Added An 'Auto Alias' feature (#1094)
 - Added NULL value searching to power searches (and 'blankornull') (#1095)
 - Added An 'Ignore Consultant Section Specialties' option for Reasons (#1106)
 - Added default search fields to the Surveys Listing (#1111)
 - Added button to force send Reminder Emails, Missed Appointment Emails, Consultant Summary Emails (##899)

Fixed
 - Fixed Custom Registration Fields not showing up in 'Registrations by ??' report (#1093)
 - Fixed Staff.OtherID doesn't sync with linked student account (#1096)
 - Fixed 'View Listing (No Edit)' still allowing edits on certain records (#1097)
 - Fixed Sage referrals Hide from Faculty options hide information from all user levels (#1099)
 - Fixed Log listing Outstanding Resources not showing on log listing (#1103)
 - Fixed 'Log Listing/Kiosk for Profile' doesn't display centers if those centers have been recently saved (#1104)
 - Fixed Using email templates does not include attachments for the template (#1115)

<hr> [1.0.16] 2022-05-26
Fixed
 - Fixed Max Appt Rule date ranges are used even if the box is unchecked (#1088)
 - Fixed not possible to edit certain favorite reports (#1089)
 - Fixed Typing a space in a new SAGE referral email subject causes it to immediately save (#1090)
 - Fixed Using the 'Override and Resend Referral Email' option in SAGE always sends every email, regardless of which option is chosen (#1091)
 - Fixed When submitting a roster referral from student listing, changing the roster course doesn't affect the student list (#1092)

<hr> [1.0.15] 2022-05-19
Fixed
 - Fixed After performing a search on a center-specific Log Listing, the next student login/logout displays all centers as available options (#1087)

<hr> [1.0.14] 2022-05-12
Added
 - Added work visits as an option to show on day summary and schedule (view own or all added as a group pref) (#1054)
 - Added photo rotation to student and staff records.
 - Added new functionality where a group online availability's online to in-person is determined by the first booked appt
 - Added Copy Sequences and Copy IDs to allow clicking to open IDs and Sequences in a new download window.
 - Added new menu command Search by Enrollment allowing users to search by enrolled or non-enrolled in the various terms
 - Added TimeOut to Payroll report (#1033)
 - Added new Group Table Access settings: Edit (No Listing) and View Entry (No Listing)

Changed
 - Consultants can't update their own course list without table access to course lists (#1057)
 - 'Document' tab still appears in Appointment Entry, even if students don't have the ability to upload documents (#1067)
 - Centers set to 'Hide on Log / KIOSK Listing Menu' are still displayed when logging into a Profile Kiosk/Log Listing (#1068)
 - Make Assignment Comments possible to edit from the Assignment Grid view (#1064)
 - A Term with the Term Code = '0' will automatically be updated with the earliest 'from' and latest 'to' date of all active terms whenever a term is modified.

Fixed
 - Time check for the semester totals (#1061)
 - If a consultant who isn't assigned to a Course Lists edits their Course List through Confirm Bio, a new list will be created every time (#1059)
 - Multi-group option - Same Section - Does not work. (#1062)
 - Consultant Time Check doesn't follow 'Week Starts on' setting in profile (#1066)
 - 'Q2Remote' doesn't appear as a Location choice if placed in 'Default Online Options' (#1065)

<hr> [1.0.13] 2022-05-04
Added
 - Added 'semester' option to student center visits widget (#1016)
 - Added 'Time From' and 'Time To' for announcements (#1021)
 - Added point total to student time check (#1017)
 - Search by User Name for quick visit entry (#1023)
 - Added 'Proceed to SSO' option when switching to dashboard from kiosk (#1015)
 - Added Visit Notes to Visits Listing 'Change Field Values' utility (#1034)
 - Added option to return to queue for Q2 Remote (#1030)
 - Added OtherID field to Staff BIO update from Student import (#1052)
 - Added ability to use username for student raising their hand in Q2 Remote (#1049)
 - Added ability to search student by terms and conditions accepted (#1047)
 - Added group preference that prevents mass emails from being sent from Student Listing (#1051)

Changed
 - KIOSK Log out does not show a login option for a center the student is already logged in to (#1018)
 - Removed an additional click when logging out a KIOSK (#962)
 - Ignore consultant specialties for this center (i.e. Writing Center) now doesn't filter subjects on appointment creation (#1028)
 - Double-clicking Profile Reason Checkbox assigns the same Reason to a center multiple times (#1035)
 - Search availability widget now constrains the subjects list according to the center specialties of the linked profiles (#1045)

Fixed
 - Move user to group had issues (#1022)
 - Creating a block for a single center was marking all center appointments as cancelled (#1024)
 - Fixed Import process not importing students with apostrophe character in their name (#1007)
 - Fixed interacting with an Upcoming Appointment prevents you from clicking on Availabilities until a refresh (#1026)
 - Fixed Missed appointment emails no longer sending automatically (#1029)
 - Fixed Locking a group availability does not prevent students from booking (#1032)
 - FIxed SAGE Custom Question order is not reflected when submitting the referral (#1027)
 - Fixed Q2 Remote Student still sees their hand as raised even after their visit has been concluded (#1031)
 - Fixed uploading attachments to email template (#1037)
 - Fixed issue with locking course lists to consultants (#1038)
 - Fixed issue with clicking on appointment record from student timeline (#1036)
 - Fixed issue with searching Profile Reasons when reason or category has a space (#1048)
 - Fixed various typos (#1046)
 - Fixed issues with search student before searching resources on resource log out (##1053, #1050)

<hr> [1.0.12] 2022-04-28
Added
 - Added delete button to resource type entry (#1002)
 - Added Re-Send button to email (#978)
 - Added ability to search by student user name for schedule an appointment (#1010)
 - Added ability to log search availability group to a student list (#1011)
 - Added option to hide consultant time check on dashboard (#1012)

Changed
 - Selecting to activate the local accounts setting will no longer deactivate the SSO setting (#998)
 - Profiles listing is sorted alphabetically by default (#1008)
 - Availability entry day toggles changed to system color (#1009)
 - When group assigned to all profiles, now allowed edit to groups assigned to specific profiles (#1013)

Fixed
 - Fixed a typo on time check (#1000)
 - Fixed work visits for consultants - no need to notify consultant that visit has started (#1003)
 - Fixed online session is available notification from being shown for non-online appointments (#1001)
 - Fixed a cosmetic issue with schedule options popover being selected when an appointment modal is shown (#1004)

<hr> [1.0.11] 2022-04-13
Added
 - Added preference for handling students in waitlist when termination process executes (#954)
 - Added an option to add Location to Log List and KIOSK (#981)
 - Added an option to View Student record from Staff Record entry (#982)
 - Added ability to use Custom Views for Staff listings (#979)
 - Added preference to hide certain centers from Log Listing and KIOSK listing menu (#983)
 - Added master lock to system preferences to lock consultant from editing course lists (#980)
 - Added a recalc grades process for batch import scripts (#988)
 - Added ability to lock course lists from staff editing as a global setting (#980)
 - Added an option to hide a center from the log listing center choices menu in attendance listing (#983)

Changed
 - Allow keyboard selection of New Document button on appointments (#957)
 - Student picker on Quick Visit entry is paginated (#876)
 - Person picker on Task entry is paginated (#963)
 - Removed extra click on log out of other center (#962)
 - Click the term activation toggle changes activation immediately (#972)
 - Prevent student from changing any field on task except completed and notes (#968)
 - Allow log in to scheduled appointment, only show appointments within next 45 minutes (#975)
 - Hide SMS options from profile email options if TextAlert module not active (#976)
 - Removed unused preference 'condition code and flag text' (#977)
 - Adjustments to profile notifications displays an indicator that save is needed (#994)
 - Adjusted search availability results to show both online and in-person location when optional online availability (#995)
 - Adjusted all modals for better accessibility (#987, #986)

Fixed
 - Fixed issue with Staff Task creation (#949)
 - Fixed issue with Custom Fields on Log out (#953, #966)
 - Fixed save document type issue (#960)
 - Minor fixes to Notification types clicking (#959)
 - Search availability on linked to Profiles issue (#967)
 - Fixed an issue on clicking remove for availability blocks (#964)
 - Fixed an issue for preventing consecutive student / consultant appointments back-to-back (#970)
 - Send missed email computes all previous missed including current missed now (#965)
 - For Terms and Conditions, when only initials field displayed, pressing enter had an issue (#973)
 - Fixed menu for show activated for staff reason specialties (#974)
 - Fixed SAGE referral's linked list (#989)
 - Fixed when changing staff contact to profile, save button now appears automatically (#991)
 - Fixed typo 'independent' in registration entry (#992)

<hr> [1.0.10] 2022-03-31
Added
 - Added preview for Staff BIO (#917)
 - Added system preference to change term of Group, 1 on 1, and Drop In on search availability
 - Surveys can now differentiate between online and in person visits (#833)
 - Searching staff listing can include group name in criteria (#930)
 - Details button to staff time check (#931)

Changed
 - Welcome messages use WYSIWYG interface (#921)
 - Added preference to profile to require consultant on batch visits (#919)
 - Changed referral follow up date on sage listing on dashboard (#924)
 - Increased ttl for import job time
 - Batch Visits previous attended list of students show full name with middle initial (#928)
 - Added Student ID back to search students on Quick Visits (#933)

Fixed
 - Fixed ability for phones to upload documents (#897)
 - Fixed potential issue with generated links and campus code (#895)
 - Fixed Hide Reasons and Recommendations from Faculty on Full View of Referrals (#935)

<hr> [1.0.9] 2022-03-21
Added
 - Added ability for staff to see students currently logged in to an SI Batch QR Code
 - Added ability to send a group email to all visited students for an SI Batch QR Code
 - Added ability to adjust Term Code sequence
 - Added computation of Student Last Date In for Attended appointments
 - Added Ad Hoc QR Code for In Person Drop-in to scheduler
 - Added new menu to Students Listing to allow copy sequences and ID to clipboard
 - Full caching adding to import procedures
 - Added activate registrations by term button to system prefs

Changed
 - Resource Types and Resources listing modified with new Resource Type editing capabilities.
 - Changed label for Staff Reason Quit / Terminated (#914)
 - Cancelled appt show as dimmed always on schedule (#910)
 - Merge records can identify up to 5 fields (used to be 4)
 - New Ad hoc appointments can now be set to online (#916)
 - Do not allow browser to resubmit appointment save from student (#903)
 - Allow custom locations on batch visits (#918)

Fixed
 - Fixed last date in field for students when batch visits created (#901)
 - Consultant can no longer have two work visits at same time

<hr> [1.0.8] 2022-03-08
Added
 - Added ability to remove multi slot times from the availability (#844)
 - Added Process Specialties for Course List items to batch operations options (#847)
 - Added system pref for calendar start time and duration (#856)
 - Added new Student Action menu to Register student in a course (#849)
 - SurveyTrac Instructions can now have HTML text (#848)
 - Added Confirmation email for Resource checkouts (#859)
 - Added Checkouts options to Student search modal (#860)
 - Added ability to limit who can check out a resource via a master block list and individual allow list for each resource type

Changed
 - Group roster now updates when an appointment in roster is updated (#852)
 - Mark all attended now only marks the appointments with No Status as Attended, skipping Cancels and Misses (#850)
 - Student searching for quick visits and batch visits now limits the student list results to 30 records at a time (#876)
 - Removed Required field for Section ID in batch visits (#875)
 - Removed some field choices for Student Listing -> Create Chart (#863)
 - Increased length of custom question's answer size (#868)
 - Time format of Batch Visit entry changed to am/pm (#864)

Fixed
 - Roster mark all attended can now be used repeatedly (#851)
 - Register In from Student listing worked but displayed an error (#855)
 - Student signin via QR code, Time Check data was too large for portrait orientation, time check reformatted to display properly (#854)
 - Printing a Time check from KIOSK would display extraneous information, that information has been removed (#853)
 - Fixed an issue with QR SI codes not working (#877)
 - Added additional security to student document downloads (#878)
 - Prevent student from clicking on center visit lines (#879)
 - Fixed report Registrations by ?? when student id added (#872)
 - Prevent same student from being added to group roster multiple times (#867)
 - Fixed issue with search availability instructions not being shown (#869)
 - Fixed 'Batch Visit > Batch Scan' - If an incorrect ID is entered, no visits are created for anyone in the list (#885)
 - Fixed Multi-Person Availability Locks apply to all availabilities in the series, not possible to unlock any but the first (#884)
 - Quick and Batch Visit duration not counting towards Registration Total Visit Time (#883)
 - 'Section' field no longer appears when creating Quick Visits, only appears after saving (#882)
 - 'The location for this appointment is here' text allows students to join an online session before booking the appointment (#881)
 - 'Send notes' button on visit entry not displaying consistently (#886)
 - 'Preview' button doesn't work for Resource Emails (#888)
 - SurveyTrac 'Link to Centers' list displays inactive subcenters as options (#892)

<hr> [1.0.7] 2022-03-03
Added
 - Added Visit notes field to be shown on new record entry (#806)
 - Added visit information to survey responses report (#790)
 - Added isTerminated to Visits By report (#812)
 - Added ability to open up Visit and Appointment records from Staff timeline (#822)
 - Added Center Info Preview button to center entry (#820)
 - Added Consultant payroll Time Check button to dashboard of consultants (#817)
 - Added additional options for Status charts (#404)
 - Added ability to send batch emails to Staff and Faculty (#232)
 - Added ability to enter Follow Up notes to Outstanding Appointment Requests (#832)
 - Added ability to add Consultant and Wait Status to KIOSK listing and prevent student from clicking to change (#842)
 - Added ability to lock a group availability's time slot from further booking by student via search availability (#811)

Changed
 - Allow set work type group disposition to '1+' (#801)
 - Increase character length of Location field (#821)
 - Document Types that are not usable for students are now hidden on new document entry (#836)

Fixed
 - Fixed issue where certain fields were being shown even if preference for those fields to be hidden was selected (#799, #800)
 - Fixed an issue with search availability not loading results when dynamic lists utilized data from SAGE referrals (#802)
 - Fixed an issue with Schedule and Appointment widget showing reasons from another profile grouping (#803)
 - Fixed group roster email attachments issue (#805)
 - Fixed wording of 'Drop-in Appointment' to 'Drop-in Availability' (#786)
 - Fixed various lists sort by column (#808)
 - Fixed additional wording of drop in availabilities (#810)
 - Fixed title of the Send Visit notes button for individual visits (#809)
 - Fixed watch list indicators issue for a malformed query (#813)
 - Fixed 'Last Month' for navSearch on Visit Listing (#819)
 - Fixed an invisible reserve block on schedule (#829)
 - Fixed deactivations for Student in List not automatically running (#831)
 - Fixed an issue where Sending an Email to a single student had problems (#834)

<hr> [1.0.6] 2022-02-18
Added
 - Added Other_ID and Other_ID2 fields added to Student SAML login options
 - Added per tutor MaxHours field
 - Added new tag called 'Auto Cancelled' (#795)
 - Added subject identifier in group rosters when same subject/instructor/section chosen (#426)
 - MaxHours field to staff record and a MaxHours tag to the max appointment rules functionality (#785)
-
Changed
 - Changed: enter online session button is hidden when clicked
 - Missed appointment email process only changes student status to Student Missed

Fixed
 - Fixed work button content from wrapping
 - Fixed location of appointment not overridden when opened
 - Fixed New Student visit summary report (#776)
 - Fixed Outstanding Appointment request report (#787)
 - Fixed Drop-in Availability wording
 - Fixed an issue regarding scheduling appointment problems with clicking on the availability time on the schedule (#789)
 - Fixed automated emails adding extra lines breaks (#791)
 - Prevent student from entering online session early (#794)
 - Fixed issue preventing certain user from being able to select a student from the search student prompt (#793)
 - Fixed an issue with appointments Visit Utilization report (#782)
 - Fixed an issue with display of upcoming appointments on dashboard (#797)
 - Fixed an issue with certain users unable to open group roster on scheduler (#798)

<hr> [1.0.5] 2022-02-09
Added
 - Added student ID to sort for Students by report (#752)
 - Added ability to attach an upload document to a Visit record (#739)
 - Added ability to create a Quick Visit from the Student Record (#740)
 - Added ability to specify the online versus in-person location of availability (#438)
 - Added ability to hide certain sections from Student course list options (#770)
 - Added ability to search registrations by sequence in assignment grid (#764)
 - Added Multi-part consultant group appointment reminder prefs
 - Added ability for SysAdmin to lock a CourseList
 - Added ability for Staff to opt out of SMS messages.
 - Added ability to resend survey to students (#783)

Changed
 - Change wording of 'Online Optional' to 'Online or In-Person' (#756)
 - Center status on dashboard no longer displays inactive centers (#753)
 - Staff reasons no longer display inactive reasons (#751)
 - Changed wording of Log in button to Log In / Out on KIOSK (#746)
 - Changed format of visit duration to xh Ym instead of 0:00 (#741)
 - Overridden ID format applied to all reports (#738)
 - Prevent utilization editing visit from opening more than 1 visit popup at a time (#772)
 - Changed look of processed checkbox on listing for outstanding requests (#769)
 - Hide Sign up for SMS Reminder button when school does not have Text Alerts module (#762)
 - Appointments from other centers now display for scheduler when showing all staff (#780)

Fixed
 - Overriding Student ID fixed (#738)
 - Fixed an issue with import header protection when schools send extra characters prior to first quote (#754)
 - Fixed find student button for ad hoc appointment creation (#755)
 - Fixed a whiteboard send image issue with some browser (#398)
 - Fixed issue with appointment duration when profile preference duration increments is 00:00 (#744)
 - Fixed issue with Previous Visits tab on Visit entry, honors consultant security settings (#748)
 - Fixed issue with SAGE triggers and certain emails (#749)
 - Fixed issue with double clicking the join session button creating multiple visits (#750)
 - Fixed issue with deactivated custom fields still showing in visit entry (#743)
 - Fixed issue with editing visit link not working on page 2 of the utilization (#745)
 - SI Comparison report - Percentages not adding up correctly (#747)
 - Fixed permissions issue with booking appointments by staff on group availability (#742)
 - Fixed export of grade assignments to CSV from registrations listing (#767)
 - Fixed selecting a section on Quick Visit when section title contains apostrophe (#771)
 - Fixed issue with certain visits not computed in total visits shown for registration (#765)
 - Fixed issues with recurring appointments being block when block is for all center or all staff (#766)
 - Fixed sort options for outstanding appointment requests (#768)
 - Fixed an issue with Terms and Conditions acceptance when Staff is seeing conditions for a student (#763)
 - Fixed navigation bar display for faulty entry (#775)
 - Selecting consultant on KIOSK login rechecks whether continue button should be enabled (#779)
 - Delay for KIOSK welcome message is reset when the KIOSK modal is closed (#781)
 - Fixed an issue in SI comparison report (#747)

<hr> [1.0.4] 2022-02-01

Added
 - Drag and drop student photo files now convert file names from old format to new.
 - Added preference to control display of numeric ID of student on student listing and entry and in search list
 - Added Students currently being seen to center status area of dashboard
 - Added new functionality during SAGE Email processing to assign referral to a consultant
 - Added availabilities for other centers will now appear on schedule for all persons in a center
 - Added last modified by and scheduled by to bottom of appointment display (#728)
 - Preference to allow future appointments to be auto cancelled is student cancels 2 consecutive appointments
 - Added ability to send visit notes from the Group appointment roster

Fixed
 - Fixed issue with confirm student bio not showing on dashboard for some students (#724)
 - Fixed issue with Quick Visits not showing in utilization tab if no Entered Date Time (#732)
 - Fixed issue with some reserved time blocks not appearing on schedule for all persons in a center (#731)
 - Fixed students unable to upload a document to an appointment (#719)
 - Fixed a display issue with attendance listing in student entry not display until a search is performed (#726)
 - Hide reasons and recommendations from faculty on a roster referral now works (#722)

Changed
 - Changed the display of lists assigned in student entry with searchable option (#706)
 - When SAGE recipient removed, automated emails will display the recipient with a line through (#721)
 - Notifications for outstanding appointment requests now can be shown to any group with privileges (#730)

<hr> [1.0.3] 2022-01-27

Added
 - Added Visit Notes to attendance listing in student entry.
 - Added Send Quiz option for Surveys
 - Added Lab Staff as another Consultant descriptor (#700)
 - Payroll summary export now contains work reasons
 - Added ability to mute notification bell sounds (#710)
 - Upcoming group appointments are shown as a single item on consultant dashboard
 - Added Staff.FirstLast name search to Visit search (#712)

Fixed
 - Change student status to missed in group roster will now send missed appointment email (#703)
 - Only show active sections on registrations entry (#709)

<hr> [1.0.2] 2022-01-24

Fixed
 - Fixed issue when custom missed status was not being used to calculate 2 consecutive missed appointments. (#696)
 - Fixed Reasons sort order on Search Availability reasons menu (#694)
 - Fixed issue with editing groups not showing profile menu for certain user groups
 - Fixed Registration activation for certain conditions when registration record not imported

Added
 - Special Needs added to reports for Appointments
 - Added ability to link a max appointment rule to student on (or not on) a particular list
 - Added display of time when hand was raised to the Q2 Queue (#689)
 - Dashboard for Consultants now has week and day view for appointments
 - Resources listing now uses barcode for searching in nav search field.
 - Added ability to specify section, with wildcard, when adding an item to a course list.
 - Added Semester Dates to Time Line choices for time period.

Changed
 - Change Field Value for Visits / Appointments: other fields adjusted automatically when duration adjusted (#693)
 - SysAdmins now see outstanding appointment requests as notifications items (#678)
 - Adjusted the time display on dashboard visits to show 1h 23m format.
 - Quick Visits Date Entered is no longer required

<hr> [1.0.1] 2022-01-21

Added
 - Consultant main menu shows appointment view options for Day, Week, and List
 - Updating Duration field will now auto update the End Time (for Visits Change field Value) (#693)
 - Show Accommodations in Reports (#423)
 - Outstanding Appointment Requests will notify SysAdmins (#678)
 - Max Appointment Rules now have the ability to link to Lists (#686)
 - Added start time for hand raised in Q2 list (#689)

Fixed
 - Schedule reserved blocks now shown properly on Center Schedule report (#685)
 - Work Visits do not require a student when saving on entry screen (#682)
 - Work Visits Reasons are now scrollable in the work visit menu.
 - Adjusted the entry screen to hide the save button for those without access via the table access preference.

<hr> [1.0.0] 2022-01-15

Changed
 - Code running on AWS

<hr> [0.11.9] 2022-01-13

Added
 - Create batch Work Visits from the Staff listing
 - New preference to Hide Drop In availabilities from Students
 - Upload URL as document record

<hr> [0.11.8] 2022-01-06

Added
 - KIOSK Name search allows for Middle Initial and displays middle initial in results
 - drop-ins allow student to receive an SMS reminder (#661)
 - Ability to add an import process to deactivate students not imported (#658)
 - Search avail widget title pref now used in search dialog title as well (#662)

Changed
 - Roster send emails to All send to all except cancelled appointments (#652)
 - Twig tag Appointment.isCancelled now ignores missed and added new tag isMissed (#657)

Fixed
 - Keep multi-check custom fields from wrapping between checkbox and label (#656)
 - Changing status of appointments to custom missed status was not sending missed email (#655)
 - Fixed issue with dynamic list using related data not showing page entry (#659)
 - Do not auto choose Student ID field for import field matching (#660)

<hr> [0.11.7] 2021-12-28

Added
 - Potential assignments is now a selectable menu
 - Recompute Specialties runs as a job behind the scenes (#646)
 - Appointment reasons now allows for grouped reasons (#643)
 - Added more preferences for title text for Schedule and Appointment widget (#650)

Fixed
 - Minor bug fixes (#649)
 - Availabilities for a staff is based on linkages to centers and the current user's privileges (#631)
 - Search availability choosing student no longer shows inactive students (#648)
 - Fixed issue for reason required to be chosen on schedule an appointment (#651)

<hr> [0.11.6] 2021-12-21

Added
 - Added Queue view to KIOSKs and Log Listings
 - Added minimum visit time in grade calculations
 - Added twig rendering to Confirm BIO text
 - Added center filtering to centers menu on the scheduler and sorted the centers

Fixed
 - Sections listing on Quick Visits
 - Fixed sorting Registrations on Student Entry
 - Sections on search availability

<hr> [0.11.5] 2021-12-19

Added
 - Added Terms and Conditions for Student Main Menu, KIOSK Login, and Booking Appointments. (#484)
 - Remove Course list from the listing for Deactivated Staff members. (#619)

Fixed
 - Fixed: Staff have access to create availabilities in centers they don't have access to. (#616)
 - Fixed: Student group uses the View Schedule group preference for determine the centers shown when searching availabilities. (#617)
 - Fixed: Availabilities created with choosing the DAYS (defaults to null), where being hidden when choosing Hide Unavailable on the scheduler. (#618)
 - Fixed: Batch Visits - Batch Scans and Selected do not record subject when using the wildcard (#620).

<hr> [0.11.4] 2021-12-09

Fixed
 - Fixed Attendance and KIOSK menus, only show Profiles for Centers the user has logging access to
 - Fixed adjust computed end time of appointment when Duration changed (#612)
 - Fixed SAGE Referrals Listing timeframe for Today and Yesterday (#613)

Added
 - Added Live time of Q2 visit updated and expected duration shows warning if over time (#526)
 - Added Profile Preference to prevent consecutive appointments with same student / consultant (#29)

<hr> [0.11.3] 2021-12-07

Added
 - KIOSK Menus will sub group by Profile if more than 5 profiles
 - Added more fields to be used as staff -> student linkages
 - Added special needs / skills to outstanding appointment requests
 - Added grouping by Profile for Schedule Center / Consultant menu for more than 5 profiles
 - Honor missed appointment status for Group Rosters

Fixed
 - Fixed Order profiles by Name
 - Fixed export students to CSV removed non-breaking space characters from email text
 - Fixed search in select after a listing searched

<hr> [0.11.1 2] 2021-12-02

Added
 - Added ability to drop a large number of student photos onto the student photo folder for batch upload
 - Added Subject Faculty display option to subject listing on student main menu for search availability
 - Added requirement for Student to be chosen for a Quick Visit to be saved
 - Added inactive surveys to the surveys list for access preferences
 - Added Assignments to the search Students form

Fixed
 - Fixed Whiteboard issue with blank or single pixel images
 - Boosted the speed of the search student form
 - Search students by Visits will only search active registrations

<hr> [0.11.0] 2021-12-02
Fixed
 - Fixed faculty email report

Added
 - Added more logging for send SMS for future debugging

<hr> [0.10.59] 2021-11-27
Fixed
 - Fixed dynamic dates for status charts (#571)
 - KIOSK Login, update consultant list when subject chosen
 - Fixed charts issue (#574)
 - Fixed issue with custom tab1
 - Fixed Sort Groups by Name
 - Fixed Batch Visits for selected students

Added
 - Assignment Grid now available in Sections Enrollment Entry and Registration Listing
 - Added Group Preference to hide student photos

<hr> [0.10.58] 2021-11-22
Fixed
 - Unable to delete list from Student Listing if the name contains an apostrophe (#559)
 - For a certain campus, Unable to create new Max Appointment Blocks (#560)
 - Fixed Sorting profile listing by email doesn't sort alphabetically (#561)
 - Fixed Saving a large phone number causes blank screen (#562)
 - Fixed select student names in quick visit if the student's name contains an apostrophe (Fixed #565)
 - Fixed Staff members are unable to update their Staff Bio (#566)

Added
 - Added ability to apply location to SI Batch visit and Quick Visit (#563)

<hr> [0.10.57] 2021-11-16
Fixed
 - Sort groups menu on staff entry alphabetically
 - Allow sysAdmins to access public and admin docs in System Preferences
 - Removed preference to staff confirmation BIO that was not needed
 - Cancelling appointments via a block will send cancellation emails if needed

Added
 - Student search form now allows the ability to search for the students via existence or non-existence of a linked record (Appointments, Visits, Registration, Document, Survey, SAGE Referral)

<hr> [0.10.56] 2021-11-12
Fixed
 - Fixed issue with custom views not saving all the fields for power search
 - Dropped Appointment OnlineURL custom tag
 - Fixed issue with opening profile reasons

Added
 - Added auto navigate to last KIOSK if dashboard is loaded with logging in

<hr> [0.10.55] 2021-11-09
Fixed
 - Update link class
 - If the center of a multi-person availability is changed, also change the center of the related appointments (#510)
 - Redirect kiosk accounts back to the kiosk view if dashboard is accessed without logging in (#507)
 - Profile Admins Cannot Save Profile PREFS Settings (#506)
 - Fixed unable to open groups from Profile Entry (#505)
 - Fixed wildcard search in visit location (#504)
 - Fixed Creating a new student from the log listing doesn't follow the "next ID value" preference (#503)
 - Fixed Custom Registration Listing Views - Student custom field data doesn't display (#498)
 - Fixed Appt Missed calculations when covered by a block (#518)
 - Covering an appointment with a block will now cancel the appointment (#519)
 - Fixed Appointments for subjects where subjects no longer active still show as choice (#522)
 - Fixed open term entry issue (#523)
 - Prevent arbitrary center ids from being entered with batch visit entry (#516)

Added
 - Add location drop down to Visit Record (#502)
 - Moving appointment from one consultant to another, change location (if using staff location) (#525)

<hr> [0.10.53-54] 2021-11-09
Fixed
 - Fixed Custom URL issues

<hr> [0.10.52] 2021-11-04
Added
 - Added confirmed datetime and notified datetime to notification entry
 - Added number of students selected during SI Batch student selection (#495)

Changed
 - Notification types that don't require confirmation now display on KIOSK login (#480)
 - Q2 Report menu is available to staff

Fixed
 - Group by referral related data (#442)
 - Roster emails sending to all (#485)
 - Work visit button display weirdness when resizing the screen on KIOSKs (#481)
 - Fixed issue with a blank watch list query causing save on student to show a blank screen (#482)
 - Utilization and Center Visits Widget on Dashboard - Sorting by Name or Center hides all visits (#483)
 - Fixed issue where staff privileged prevent editing students still were able to edit a column in custom view (#487)
 - Fixed with unable to search in nav search area with text that included an apostrophe (#488)
 - Fixed issue with appointment saving, when clicking save and a field is required, save button was not ren-enabled (#490)
 - Fixed issue with new student record showing timeline and registration records, now hidden until save (#492)
 - Fixed marking an appointment as Missed doesn't trigger the Missed Email to be sent (#493)
 - Fixed clicking the X icon to close the "this appointment is part of a series" window soft-locks the dashboard (#494)
 - If a recurring appointment lands on a day with an Availability Block, it still books the appointment, overlapping the blocked time (#489)
 - Added Save button to the Student Custom1 tab (#499)

<hr> [0.10.51] 2021-11-01
Added
 - Added ability to specify current term when creating max appt rules
 - Added ability to specify a course list linked to an availability
 - Added a new twig tag for "Last Modified By" in appointment records (#475)
 - Added RedrockOnly announcements to identify to Redrock staff regarding any special conditions that should be taken into account when adjusting system parameters (i.e., activating students is specially performed)

Changed
 - Custom views have a default search of all records now
 - Center utilization uses the dates of the active terms but ignores null dates in terms

Fixed
 - Fixes 'Last Modified By' in appointment records doesn't update when a student cancels an appointment (#474)
 - Fixed an issue caused by new max appointment rules: current term preventing appointment save
 - Fixed appointment documents being deleted not refreshing the document listing in appointment

<hr> [0.10.50] 2021-10-29
Added
 - Added listing editing capability to certain columns when designated (listings and custom views)

Fixed
 - When staff cancels appointment, message was stating student cancelled (#473)

<hr> [0.10.49] 2021-10-28
Added
 - Added sorting capability to faculty referrals list: sort by first or last (#467)

Fixed
 - Time check after choosing the student from the list didn't show the continue button (#469)
 - Clicking next on utilization listing doesn't hide the navsrch field (#468)
 - Changing availability location was not saving new location in appointments (#458 AGAIN)
 - navSearch previous query shows html for < and > (#471)

<hr> [0.10.48] 2021-10-27
Added
 - Added new profile preferences for Student Time Check

<hr> [0.10.47] 2021-10-26
Added
 - Added student ID, Other_ID and Other_ID2 to field picker for Custom Views (#465)
 - Added view student record button from Outstanding Appointment Request screen (#464)

Fixed
 - Fixed document type toggle buttons appearing over top nav bar (#459)
 - Fixed uploading attachment files to Email templates (#461)
 - Fixed backup link to enter online appointment now passes reason and section to log the visit

<hr> [0.10.46] 2021-10-25
Fixed
 - Fixed Outstanding appointment request reason not showing/saving on entry screen (#463)
 - Fixed batch emails for group roster emailing issue (#460)
 - Fixed availability location change not applying to group appointments when appointment is not online (#458)
 - Fixed issue with new document type button causing a click event for doc type toggle buttons (#457)
 - Fixed issue on appointment entry where editing a custom field value wasn't causing appointment save button to appear
 - Fixed minor positioning issue on whiteboard chat history when page is resized

<hr> [0.10.45] 2021-10-23
Added
 - Added support for the various date time formats on KIOSK and Log listings
 - Added sys pref to display Accum Hours on Student/Campus tab
 - Date time conversion for time zones on KIOSK and Log Listings
 - Added Profile Pref for time zone different from Campus time zone

Fixed
 - Dragging an appointment past the midnight hour fixed (#448)
 - Fixed whiteboard issue with draw sending multiple times on multiple send clicks (#451)
 - After sending, undo options cleared (#462)
 - Clicking the delete button on newly created watch/custom list fixed (#447)
 - Preview for "Warning message to display on early logout" shows a preview of Notice on KIOSK instead (#445)
 - Creating a new document type expands all existing document settings, and inverts whatever they were set to (#444)
 - After creating and deleting a Custom List, it becomes impossible to rename existing lists until a refresh (#443)
 - Changing locations in appointment entry doesn't prompt the save button to appear (#440)
 - Fixed Next staff and previous staff buttons, clicking too fast shows wrong staff (#449)

<hr> [0.10.44] 2021-10-21
Added
 - Added change log list (View Latest Changes menu added for SysAdmins)
 - Added change location on group availability affects appointments (#435)

Changed
 - When creating new document, auto expand the file browser area (#434)

Fixed
 - Typo in section search for availability block sections (#431)
 - Typo in outstanding appointment request title text (#432)
 - Email survey after visit via Join button (#428)
 - Fixed display of student appointment after booking an appointment (#433)

<hr> [0.10.43] 2021-10-20
Added
 - Improvements to navSrch previous search menu (for Students & Registrations)
 - Added color ribbons to search availability results (#427)
 - Announcements for students may be for dash or kiosk of both, also fixed an issue with login dialog disappearing prematurely (#425)

Fixed
 - Choosing consultant on logout was not working properly (issue #424)
 - Fixed custom views for very complicated table traversal (ie Registrations needs data from Courses and Students) also allow Generated fields to be chosen

<hr> [0.10.42] 2021-10-19
Fixed
 - Fixed registration views to show Student fields.
 - Found an issue with visits not logged out that aren't getting terminated (#417)
 - Moved KIOSK choices for all centers that profile and Log listings to last item in list (#416)

<hr> [0.10.41] 2021-10-18
Added
 - Subjects chosen for availabilities are shown in the slots (#260)
 - Appt Visit Utilization report, add csv output option

Changed
 - Availability recurring (optional & selected) interface changed to be more simplified (#335)
 - Less stern warning regarding date and time of appointment when not matching expected values (#414)

Fixed
 - Fixed issue when deleting a multi availability, remove from calendar display
 - Prevent double clicking on appointment save (#413, #412)
 - Fixed certain submenu choices for windows surface table (#401)

<hr> [0.10.39] 2021-10-15
Added
 - Export Registrations to csv (#410)
 - Added ability to re-search previous searches using menu on nav search (#372)
 - Added new feature / system preference: Dash chart choices are now customizable
 - Add option to show summary report for Appt Visit Utilization

Fixed
 - CC center on send email to students listing
 - Switch format of full name on user searches

<hr> [0.10.38] 2021-10-14
Added
 - Update SMS validator to support api key

<hr> [0.10.37] 2021-10-14
Added
 - Saved searches are editable by sysAdmins (#406)
 - Add icon to automated reports in favorites submenu

Fixed
 - Fixed privileges issue when switching to Staff that is Profile Admin from Faculty

<hr> [0.10.36] 2021-10-13
Fixed
 - Fixed typo in search availabilities

<hr> [0.10.35] 2021-10-08
Added
 - Added scheduler cookie prefs to the user preferences (#373)
 - Allow SI Batch codes to work for non-enrolled sections (#397)

Changed
 - Added options parameter to sendConfirmation, when online changed on availability from No to Yes or Yes to No, adjust all future appointments (#394)
 - Moving appointments, set avail id and force confirmation immediate. Recompute duration

Fixed
 - Fixed typo in search availabilities
 - Online location display option fixed (#396)
 - CC Center on Roster batch emails fixed (#380)
 - Moving appointment from one consultant to another fixed email issue (#393)
 - Fixed a bug with courselist sql when blank data in search criteria
 - Your online session is available needs to be removed if appointment is canceled or deleted (#395)
 - Prevent double clicks to enter online appointment (#392)

<hr> [0.10.34] 2021-10-07
Added
 - Trap double clicks on links on scheduler

Changed
 - Outstanding appointment requests are now accessed via Table Access preference (#389)

Fixed
 - Roster buttons became unresponsive after clicking (#384)
 - Fixed formatting of move and edit availability buttons in appt entry (#385)
 - Choose a different date on move appt (or search availabilities)... format to look like a button, fixed bug with not choosing last date chosen (#388, #387)
 - Fixed datetime format on mailqueue display (#386)

<hr> [0.10.33] 2021-10-06
Added
 - New integration functionality for merging multiple campus licenses into one
 - Faculty email report allowed for Admin (#377)

Fixed
 - Fixed Views became broken from previous adjustment (#383)
 - Fixed drawing availabilities with DAYS = null
 - Scanning SI batch codes other than Student Sequence is fixed (#383)
 - Fixed OFF/ON CAMPUS/ZONE calculation (#379)
 - Fix missing csv header (#371)

<hr> [0.10.32] 2021-10-01
Added
 - Minor documentation, latest trac

Changed
 - Group pref override scheduling prefs allows search Avail find any availability during move process (#370)

<hr> [0.10.31] 2021-09-30
Fixed
 - Process SI and Batch fixed online checkbox option (#369)
 - Fixed the CourseList course item issue when expanding an item, search didn't account for text values (#367)

Added
 - Update PinStatus during imports, remove old pins automatically, allow user to remove a status pin if they dont need to see it any longer (Gears turn during long processes)
 - Added a KIOSK option for All Profiles (#365)
 - Added a few more power search phrases for the visits listing (#366)
 - Nightly terminate removes any non-started visits

<hr> [0.10.30] 2021-09-29
Fixed
 - Fixed a typo in student nav search choices: Birthdate
 - Batch visits create for non-online batches properly (#361)
 - Prevent appointments with duration <= 0 from being booked
 - Addition appointment security checks added to prevent user from hacking the appointment values

Changed
 - Auto cancel future appointments when 2 consecutive missed in a recurring series
 - Add survey instructions to the survey link email

Added
 - Add watch list indicators to referral list to faculty (#352)
 - Profile admins can create student records in the student listing screen
 - Referrals Assigned, student name is now clickable to view student entry (#363)

<hr> [0.10.29] 2021-09-28
Fixed
 - Latest trac for menu slider fix (#354)
 - Don't allow students to override a conflict with a blocked time (#355)
 - Fixed appointment layout issues when viewing from a phone (#349)

Changed
 - Referrals listing on dashboard, add student name and added ability to filter

Added
 - Added search active only to registrations listing (#356)

<hr> [0.10.28] 2021-09-24
Fixed
 - Fixed appointment layout issues when viewing from a phone (#349)
 - Fixed issue with choosing a section for an availability (#348)
 - Moved get student bio to a helper proc. Fixed issue when showing students before opening batch visits (#350)
 - Another fix (#329) - applied to group appointments
 - Fix for issues (#322, #339) - appt scheduled by and modified by

<hr> [0.10.27] 2021-09-23
Fixed
 - Click continue multiple times creates multiple logins, hide button to prevent (#347)
 - Date format for search availability problem (#342)
 - Fixed an issue with Static lists being non-editable (#338)
 - Converting seconds to HH:MM format, rounding fix

Added
 - Add a message to top of appointment when appointment is saved (#)
 - Add logging to survey and report email attempts
 - Allow required fields that are toggle fields to be highlighted when not chosen (during validation process) (#344)
 - Added ability to test an IP address to understand if IP is in block range or not.
 - Add SchedModBy field to Appointments table
 - Error logging on appointment email send
 - Faculty email report - add reply-to email address

Changed
 - Email: Only allow From override if not using mail.cordernet.com or office365
 - Adjusted wording of Reason Not Required override (#341)
 - Differentiate between visit location and appt location for student visit/appt report (#336)

<hr> [0.10.26] 2021-09-21
Added
 - Add a RegStatus field to Registrations allowing a different field to be used for deactivating a registration record (#334)
 - Additional Logging on calc_Missed
 - add ability to process additional merges, cleanup, after a merge operation has been performed using an optional function 'app_processAfterMerge'

<hr> [0.10.25] 2021-09-20
Fixed
 - Fixed a bad SQL statement having to do with blocked availabilities

<hr> [0.10.24] 2021-09-20
Added
 - Added ability to collapse the filter text on KIOSKs (#328)
 - Add document uploaded Notifications that appear under alarm bell (#180)

Changed
 - Preference for work button now control consultants logged in button
 - Obscured placeholder will now use a label is text to be displayed

Fixed
 - Fixed a bad SQL statement
 - All uses of count check for countable
 - Cancelling an appointment might mark status as undefined (#326)
 - Fix for automated reports - even if bad email address, update favorite as processed
 - Fix import batch item process to not automatically have a batch file name, so the user has to enter it.

<hr> [0.10.23] 2021-09-20
Changed
 - Adjusted cleanup report - use record class so changes are auto logged

<hr> [0.10.22] 2021-09-18
Added
 - Added ability to pull linked student data into staff record when viewing/updating (#146)
 - Allow max appointment rules for blank status (#317)
 - Added Bi-Weekly to repeating appointment

Changed
 - Group multi slot booking should not use time intervals (#323)
 - Don't notify Staff when their own work visit appears (#321)
 - Show FTP versus School Imports Test file name
 - Query student subjects is faster now on search availability

Fixed
 - New Custom fields had an issue with saving before extra clicks (#250)
 - Latest trac and fixed dashboard links on entry forms
 - Cancel - missed status wasn't being applied properly (#324)
 - Fixed Show These students from the Visits listing after having found visits for this week (#320)
 - Prevent student double booking re-fixed (#318)
 - Set appointment status as attended when online session entered (#319)

<hr> [0.10.21] 2021-09-17
<hr> [0.10.20] 2021-09-17
Added
 - Batch assign UUID for faculty if not already assigned.
 - Added php Uuid::uuid4() assignment to import process for any record that has a UUID field
 - Students can use the multi-slot booking now

<hr> [0.10.19] 2021-09-16
Added
 - Added ability to remove calendar iCal attachments (#279)
 - TotalTime in Visits Export (#307)
 - Log out consultants button added to list of consultants logged in (#306)
 - Latest trac
 - Ability to override max merge records found limit
 - Conclude work visits from visit listing (#303)
 - Reports are now run as job on the job server
 - Added ability to Log visit to only staff who are logged in to work (302)
 - Added Section CRN to various reports (#298)
 - New profile pref to require reason and section on save appt only
 - When logging in at KIOSK for an appointment, the Subject and Reason and Time are displayed
 - Allow section to be specified in a Custom KIOSK (#280)

Changed
 - Allow uses to remove a list even if linked to student records
 - Show only staff in a center if there is a linkage for that staff in that center
 - Custom KIOSK assigning a Reason, removed any duplicate choices
 - Hide work visits from KIOSK (#308)
 - Writing centers don't use specialties for subject list for consultant (#304)
 - Roster status updates are now done using record object for logging purposes
 - Changing online for an appointment in a series now applies the value to all in the series (#254)
 - Last import status with mismatched columns or column data has better error display
 - Only output headers right before json output (for the API)

Fixed
 - Fixed issue with blocks not completely obscuring availabilities
 - Multi-slot booking fixed when hour start increments is 0 (#310, 309)
 - Don't show inactive registrations on search availabilities subject choices (#313)
 - Wait time reports: if WaitTime is null, use 0 (#305)
 - Fix resource images load/uploadto
 - Fixed bug with login to appointment text showing subject reason and time.
 - RecurID of undefined is not a real recurID
 - Max Appt Rules for Subject needs to query for same CourseID

<hr> [0.10.18] 2021-09-14
Added
 - Added #id of conflicting subject section appointment for debugging purposes
 - Added go to dashboard icon to some of the entry screens

Changed
 - Use NIL UUID for default User, check for null user before loading groups
 - Group appointments with slot prefs (same subject, same faculty, same section), now do a check before saving a new appointment (#246)
 - Split automated_reports into two scripts - reports and exports

Fixed
 - Adjust z-index of nav so magnifying glass isn't on top of menu above (#248)
 - Fixed typo, report calculation (#296, #301, #300)
 - Students can't override adding more to a multi-person slot (#296)
 - Don't show work visits (or visits with null for student id in Log List or kiosk)
 - Removed duplicated appointments based on related table search
 - Fix, in case a later-deleted customData field is in use in a saved favorite report
 - SchedCheck bug fixed
 - Move To dialog now appears over existing appointment dialog
 - Get proper campus code for sso logins

<hr> [0.10.17] 2021-09-13
Added
 - Referrals widget default open/close via cookie
 - Added CRN to Student's Registrations List
 - Added CRN field to various reports (#287)

Changed
 - Removed 'Email' from User Login prompt
 - Removed PHP Mailer
 - Automated reports use new CRON and jobs system

Fixed
 - Appt SectionID and ReasonID properly copied to group roster visit when attended
 - View these Students from Registrations listing (#293)
 - Roster attended was duplicating visits, fixed
 - Also attended now sets the enteredDT to same as TimeIn for roster visits
 - Latest trac with str_toHours fixed
 - Fix link in email for emailed reports
 - Work visits menu needed a unique id to differentiate from nav menu work visit menu
 - Fixed issue with faculty courses not showing students enrolled

<hr> [0.10.16] 2021-09-10
Added
 - Added Section CRN to main Registration listing

Changed
 - Make sure appointment's section and reason override availability
 - Availabilities dropsearch for sections show only active sections, minor cleanup of count of selected records

Fixed
 - Mark a group appointment item as attended applies sectionID to the visit record (#283)
 - Fixed issue where TimeOut wasn't being computed on an SI Login. Fixed issue when number of students in current selection filled up memory (#281)

<hr> [0.10.15] 2021-09-10
Added
 - Added Redrock Pref, to set how many days of data for reports to run as a job

Changed
 - Use new Redrock IP detection
 - Update import status when file not found or FTP Path is nonexistent
 - Update automated_reports.php - added logging, and better null checking

Fixed
 - Hide availabilities fixed when availability was for DAYS not shown

<hr> [0.10.14] 2021-09-10
Added
 - Added display for import file location (test or FTP)
 - Added ability to use caching for certain record types during the import process to increase speed of imports by 300%
 - Add limitation message for Office 365 email (#38)

Changed
 - Import now allows for Student record caching, adjusted to track memory usage
 - Import status while importing, show latest record count
 - Importing: switched the default cache setting from no to yes

<hr> [0.10.13] 2021-09-09
Added
 - Added more clarification notices/descriptions to all system preferences
 - Added handling of SSO de-auths
 - Add SAML/CAS settings for de-auth

<hr> [0.10.11] 2021-09-09
Added
 - New system pref to control format of subject when searching availabilities (#215)
 - Hover over log listing images makes them enlarge
 - New appointment group pref added (#262)
 - Photo image sizes can be controlled on the log listing (#268)

Changed
 - Student Touchless signin in using phone: auto select first subject to help fix iOS issue (#276)
 - Faculty view: related courses now default to active only (#275)
 - After a staff record merge operation we remove any duplicate entries in the CenterStaff table (#270)
 - Adjustment to the interface for the merge records functionality

Fixed
 - Sections: find duplicate records fixed
 - Consultant Schedule Summary Emails is now working (#263)
 - Fixed import status issue
 - Don't try to delete a non existent document (#274)
 - Subject courses on search availability sorted properly (#249)
 - Resolve issues with cookie settings not being honored (#259)
 - Fixed custom KIOSK reasons and consultants (#253)
 - Don't send terminate message to student if preference is not checked (#241)
 - Blank announcement bodies fixed (#261)
 - Cleanup appointment code, save user who modified it and date and time modified
 - Dont allow adhoc creation of avail when no center / staff chosen on pulldowns
 - Hide availabilities when not linked to staff on search availability

<hr> [0.10.10] 2021-09-08
Changed
 - Get default time zone of America/Phoenix when Prefs doesn't exist yet
 - Update manual cron runner with modern code, specifically changeCampus
 - Add cleanup script for emails with massive attachment lists
 - Check if email can be tried before trying
 - Smaller email batch sizes when sending plain emails
 - Email updates: a bit more reply-to implementation
 - Adjust SAGE referral emails recipients display

Fixed
 - Fix issue with email attachments growing to absurd levels
 - Fix twig rendering error logging

<hr> [0.10.9] 2021-09-08
Added
 - New not Online pref to display when Online checkbox is NOT checked
 - Additional options for SAGE date filter
 - Dashboard widget: SAGE Referrals uses filters and also use cookies for default open/close display
 - More LDAP validation preferences for functionality

Changed
 - Adjust handling of sender reply tos

Fixed
 - SAGE automated emails listing formatting issue

<hr> [0.10.8] 2021-09-03
Added
 - Provide user feedback after duplicating a survey

Changed
 - Set UUID for all students without a UUID during process activations script
 - Hide term sequence: its confusing

<hr> [0.10.7] 2021-09-02
Added
 - Staff listing on profiles now has a search active only option
 - Option for new time format that is not military time (for log listings)
 - Send Survey to students in current student listing

Changed
 - Import jobs allowed to take longer amount of time to finish (for now)
 - Consultant save own record will only load self as choice on new recs

Fixed
 - Fixed Wildcard subjects now appear in Center Schedule report (#239)

<hr> [0.10.6] 2021-09-01
Added
 - For reports being emailed (by auto-favorites, job, manual, etc.) implement reply-to for schools using our mail server
 - Next and Previous scheduler buttons can use enter key to activate
 - For TracCloud schools using our Redrock mail server, for emailed reports, set reply-to

Changed
 - Consultants default to their own schedule for their default center when they click the Scheduler link
 - Show only active reasons to choose from for visits cleanup report

Fixed
 - QR kiosk code not allowing students to login (#238)
 - Prevent multiple appointments for a single student in same multi-person group (#235)
 - Prevent double click on update specialties (#236)
 - Referral custom questions need to be handled differently when applying annotated referral values to selected referrals (fixed issue where all custom questions were being updated)
 - Fixes privileges: SysAdmin group overrides Admin, Staff or Consultant privs
 - Visits by FTE report fix
 - Access own schedule should only show own consultant info (#216)

<hr> [0.10.5] 2021-08-31
Added
 - Record when visit notes sent, show an indicator (#226)

Changed
 - Appointment location on calendar is obfuscated (#230)
 - Center staff list uses own setsuffix to utilize own search filters (#224)
 - When barcode lookup occurs and only 1 student found, auto select

Fixed
 - Fixed a display issue with Cancelled or Missed appointments (#229)
 - When document not yet saved, but new doc ready to be uploaded: fixed issue with it showing are you sure you want to upload with no doc (#225)

<hr> [0.10.4] 2021-08-30
Added
 - Added expired time to display of sessions that no longer are available
 - Added 2 new names for consultants (Educators & Academic Coaches) (#218)

Changed
 - Show current time bar on schedule as blue and server time when server time does not match local time on scheduler
 - Block non-redrock sysAdmins from editing import batches
 - Added more functionality to merge faculty. Fixed issues (#210, #212, #213, #151)
 - Visit / Appt Export refinements

Fixed
 - Set the initial check value for items with isNewOnly checked for assignment field list

<hr> [0.10.2] 2021-08-27
Added
 - Log json apptcenters when no records found
 - Added error message to apptcenters when returns blank json

Changed
 - HTTP_X_FORWARDED_FOR as the user's IP address
 - Visits report FTE improvement
 - Change logging to info level and do it every time apptcenters json is called

Fixed
 - Fix issue with appointment centers json call failing

<hr> [0.10.1] 2021-08-26
Added
 - Added new removeDuplicateFaculty job and associated menus

Changed
 - LDAP Tweaks, fallback to local accounts when ldap fails
 - Simplified notification code for URL link copy
 - Prevent entry in online dropin session before it's time

Fixed
 - Fix some issues with LDAP settings not making sense
 - Online URLs from the search availability maybe copied to the clipboard now
 - Fixed online copy URL for older params

<hr> [0.10.0] 2021-08-26
Added
 - Added Appointment.OnlineLink tag to retrieve a URL that can be emailed for an online session appointment

Changed
 - Return to original url when doing SSO redirect logins
 - Cleaned up and standardized online session link to go through a single form that rejects or redirects based on whether or not the session is available

Fixed
 - Fix retrieval of staffPhotos directory
 - Fix issue with retrieving empty url overrides
 - Use proper job return types

TracCloud: What's New for 2026-04

2026-05-01T23:08:40Z

Redrock:

{{TracCloudWhatsNewTABS}}
<div class="tcWidgetPage">
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from April 2026</div>

<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:calendar}} New Feature!
</div>
<div class="newsContent">
<big>Appointment Invites</big> 
:TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments. The invite can be configured to only show availabilities for a certain duration, reason, section, etc. This feature is primarily designed for testing and proctoring centers, but can also be used for any other center type. [[TracCloud:_Appointment_Invites|More information on this feature can be found in its dedicated article here.]]

:[[File:215241.png|700px]] 
</div>
</div>
 
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:chart-bar}} New Reports
</div>
<div class="newsContent">
<big>Success/Work Plan Step Reports</big> 
:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]], as shown below. This is in addition to the regular Success/Work Plan report which shows the overall plans and all steps in each.

:[[File:137916.png|600px]] 

Other Report Changes
* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to quickly jump to the student listing, filtered by the report results. 
* An "Additional Fields" option has been added to the [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields|custom fields]] to be added to the report results. 
* # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Visits]] reports.
</div>
</div>
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:circle-info}} Additional Changes
</div>
<div class="newsContent">
* Students can now be batch enrolled in [[TracCloud:_Workshops|Workshops]] based on their section enrollment, similar to [[TracCloud:_Recording_Visits|SI Batch Visit]]. 
* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants|consultants]] with a new field in consultant accounts. 
* Several search fields on the [[TracCloud:_Students_Listing|Student Listing]] have been grouped together to make it easier to find the field you're looking for. 
* Twig support has been added to [[TracCloud:_SurveyTrac|SurveyTrac]] questions, so you can reference the student, visit, etc within the question. 
* Completed actions in [[TracCloud:_SAGE|SAGE referrals]] are now shown on the Processed/Resolved screen. 
* [[TracCloud:_Prospective_Students|Prospective]] student account creation can now be restricted to only by email or only by phone in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* More label/text overrides are now available for [[TracCloud:_Prospective_Students|Prospective]] account creation in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* When selecting a student in [[TracCloud:_Recording_Visits|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name. 
* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc. 
* Linked consultant in [[TracCloud:_SAGE|SAGE referrals]] can now be manually set to blank.
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>
[[Category:TracCloud_Blog]]
</div>

TracCloud: What's New for 2026-04

2026-05-01T19:53:59Z

Redrock:

{{TracCloudWhatsNewTABS}}
<div class="tcWidgetPage">
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from April 2026</div>

<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:calendar}} New Feature!
</div>
<div class="newsContent">
<big>Appointment Invites</big> 
:TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments. The invite can be configured to only show availabilities for a certain duration, reason, section, etc. This feature is primarily designed for testing and proctoring centers, but can also be used for any other center type. [[TracCloud:_Appointment_Invites|More information on this feature can be found in its dedicated article here.]]

:[[File:215241.png|700px]] 
</div>
</div>
 
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:chart-bar}} New Reports
</div>
<div class="newsContent">
<big>Success/Work Plan Step Reports</big> 
:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]], as shown below. This is in addition to the regular Success/Work Plan report which shows the overall plans and all steps in each.

:[[File:137916.png|600px]] 

Other Report Changes
* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to quickly jump to the student listing, filtered by the report results. 
* An "Additional Fields" option has been added to the [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields|custom fields]] to be added to the report results. 
* # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Viists]] reports.
</div>
</div>
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:circle-info}} Additional Changes
</div>
<div class="newsContent">
* Students can now be batch enrolled in [[TracCloud:_Workshops|Workshops]] based on their section enrollment, similar to [[TracCloud:_Recording_Visits|SI Batch Visit]]. 
* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants|consultants]] with a new field in consultant accounts. 
* Several search fields on the [[TracCloud:_Students_Listing|Student Listing]] have been grouped together to make it easier to find the field you're looking for. 
* Twig support has been added to [[TracCloud:_SurveyTrac|SurveyTrac]] questions, so you can reference the student, visit, etc within the question. 
* Completed actions in [[TracCloud:_SAGE|SAGE referrals]] are now shown on the Processed/Resolved screen. 
* [[TracCloud:_Prospective_Students|Prospective]] student account creation can now be restricted to only by email or only by phone in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* More label/text overrides are now available for [[TracCloud:_Prospective_Students|Prospective]] account creation in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* When selecting a student in [[TracCloud:_Recording_Visits|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name. 
* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc. 
* Linked consultant in [[TracCloud:_SAGE|SAGE referrals]] can now be manually set to blank.
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>
[[Category:TracCloud_Blog]]
</div>

Main Page

2026-05-01T18:48:36Z

Redrock:

<div class="tcAnnouncement green" id='tca'>
{{#fas:newspaper}} [[TracCloud:_What's_New_for_2026-04|Click here]] to learn what's new in TracCloud for the month of April 2026.
</div>


<div class="tcWidgetPage dashboard">
<div style='text-align: center; margin-top: -1em;'>
==Welcome to the TracCloud User Manual!==
</div>
<div style="float: left; margin-right: 1em;">
[[file:TracCloud_logo_full-color_REDROCK-01.jpg|280px|Image: The TracCloud logo.]]
</div>
This wiki contains documentation for TracCloud and its additional modules, such as [[TracCloud:_SurveyTrac|SurveyTrac]], [[TracCloud:_SAGE|SAGE Early Alerts]], [[TracCloud:_TextAlerts|TextAlerts]], [[TracCloud:_Success_Plans|Success Plans]], [[TracCloud:_Q2_Tables|Q2 Study Tables]], and more. To begin, select a page using the links below. If you have a question that can't be answered by the wiki, feel free to reach out to us at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] or by [https://helpdesk.go-redrock.com submitting a ticket.]

<div style="text-align: center; margin-top: 0.6em;">

New Articles and Recently Updated 


[[TracCloudWhatsNew|{{#fas:newspaper}} What's New?]]
 
[[TracCloud:_Career_Center_Management|{{#fas:briefcase}} Career Center]]
 
[[TracCloud:_Appointment_Invites|{{#fas:calendar-days}} Appointment Invites]]
 
[[TracCloud_Report:_Heatmap_Generator|{{#fas:table-cells}} Heatmap Generator]]
 
[[TracCloud_Report:_Resource_Checkouts_per_Visit|{{#fas:chart-bar}} Resource Checkouts per Visit]]
 
[[TracCloud:_Attendance_Tracking|{{#fas:file-lines}} Assessments]]

</div>
</div>


<div class="tcWidgetPage dashboard">
<div style='text-align: center; margin-top: -1em;'>
===User Manual Contents===
</div>

<div style="float: left; width: 23.8%; min-width: fit-content;">
{{TracCloudGuideBasicsTOC}} 
{{TracCloudGuideListingsTOC}} 
</div>

<div style="float: left; width: 23.8%; margin-left: 0.975em; min-width: fit-content;">
{{TracCloudGuideProfileTOC}} 
{{TracCloudGuideHowToTOC}} 
</div>

<div style="float: left; width: 23.8%; margin-left: 0.975em; min-width: fit-content;">
{{TracCloudGuideGlobalTOC}} 
</div>

<div style="float: left; width: 23.8%; margin-left: 0.975em; min-width: fit-content;">
{{TracCloudModulesTOC}} 
</div>

</div>


<div class="tcWidgetPage dashboard">
<div style='text-align: center; margin-top: -1em;'>
===Technical Documentation===
</div>

<div class="categoryDynamic">
{{TracCloudTechTOC}}
</div>

'''[[TracCloud:_Mail_Server|{{#fas:envelope}} Mail Server]]''': By configuring TracCloud with a mail server, you gain the ability to send automated and manual emails. This would include confirmation and reminders for appointments, SAGE referral notices, batch emails, and much more.

'''[[TracCloud:_Student_Data_Import|{{#fas:file-import}} Data Imports]]''': Importing student data into TracCloud is an essential step in the configuration process. This typically includes student data and enrollment data, but can be expanded to include section schedule data and more.

'''[[TracCloudTechExport|{{#fas:file-export}} Data Exports]]''': Export data from your TracCloud instance for expanded reporting or for the purpose of synchronizing your data across different platforms.

'''[[TracCloudTechSSO|{{#fas:key}} Single Sign-on]]''': By setting up a single sign-on service with TracCloud, you give your students, faculty, and staff the ability to login with their campus credentials rather than local accounts.

'''[[TracCloudTechBarcode|{{#fas:barcode}} Barcode Scanners]]''': Barcode scanners and card readers can be used to speed up the kiosk login process for students, requiring that they simply scan their card rather than manually type in their ID.

'''[[TracCloud:_Custom_URL|{{#fas:link}} Custom URL]]''': Optionally use your own domain name to connect to your TracCloud instance (e.g., trac.school.edu instead of traccloud.go-redrock.com/school).

</div>


<div class="tcWidgetPage dashboard">
<div style='text-align: center; margin-top: -1em;'>
===Reports===
</div>

<div class="categoryDynamic collapsedDefault">
{{TracCloudReportsManagementTOC}} {{TracCloudReportsPayrollTOC}} {{TracCloudReportsRegistrationsTOC}} {{TracCloudReportsScheduleTOC}} {{TracCloudReportsSecurityTOC}} {{TracCloudReportsStudentsTOC}} {{TracCloudReportsModulesTOC}}
</div>

This portion of our wiki covers the individual reports available in the system, with descriptions and example screenshots showing what you can expect when you run the report on your own data. Expand a category on the right to view the available reports.

* '''Management''': This category contains reports relating to class attendance, document usage, resources, and more.

* '''Payroll''': This category contains the primary payroll report in TracCloud, as well as a staff data report.

* '''Registrations''': This category contains reports relating to student registrations and grades.

* '''Scheduling''': This category contains reports relating to appointments, availabilities, and group rosters.

* '''Security''': This category contains reports about user accounts and permissions throughout TracCloud.

* '''Students''': This category contains reports about student data as well as student visits.

* '''Other Feature Topics''': This category is a collection of other report types relating to additional features and modules in TracCloud, such as SAGE, SurveyTrac, Success Plans, and more. 

[[TracCloud_Report:_Favorites|Instructions on saving and automating favorite reports can be found here.]]

</div>


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===Where to Find Us===
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<div style="text-align: center">

[https://helpdesk.go-redrock.com {{#fas:circle-question}} Submit a ticket on our helpdesk]
 
{{#fas:phone}} Call us at 480-752-8533
 
[mailto:helpdesk@go-redrock.com {{#fas:circle-question}} Email us at helpdesk@go-redrock.com] 
 
[https://www.go-redrock.com/demo/ {{#fas:circle-info}} Schedule a TracCloud or Module Demo]
 
[https://www.go-redrock.com/help-support/request-training/ {{#fas:circle-info}} Schedule a Training]
 
[https://www.go-redrock.com {{#fas:circle-info}} Visit our website]

</div>
</div>
</div>
<div style='text-align: right;'>[[TracCloudInternal|Internal]]
__NOTOC__
[[Category:TracCloud Manual]]

TracCloudWhatsNew

2026-05-01T18:48:17Z

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TracCloud receives frequent updates that are automatically applied to your instance. Some of these updates are smaller tweaks and improvements, while others bring entirely new features that may benefit your usage of the Trac System. This page highlights some of the recent changes made to the TracCloud platform, and how you can utilize them on your own instance.

[[TracCloudChangelog|Click here to view the full changelog]]

[[:Category:TracCloud_Blog|Click here to view older "What's New" articles.]]

If you have any questions about these changes, feel free to reach out to us on [https://helpdesk.go-redrock.com our helpdesk.]
<hr>
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===Latest posts===
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{{:TracCloud:_What's_New_for_2026-04}}
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{{:TracCloud:_What's_New_for_2026-03}}
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{{:TracCloud:_What's_New_for_2026-02}}
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{{:TracCloudWhatsNew2026-02-03}}
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{{:TracCloudWhatsNew2026-01-05}}
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{{:TracCloudWhatsNew2025-12-02}}
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[[TracCloudWhatsOld|View more...]]
[[Category:TracCloud Manual]]
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TracCloud: What's New for 2026-04

2026-05-01T18:47:34Z

Redrock:

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<div class="pageTitle">TracCloud features and changes from April 2025</div>

<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:calendar}} New Feature!
</div>
<div class="newsContent">
<big>Appointment Invites</big> 
:TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments. The invite can be configured to only show availabilities for a certain duration, reason, section, etc. This feature is primarily designed for testing and proctoring centers, but can also be used for any other center type. [[TracCloud:_Appointment_Invites|More information on this feature can be found in its dedicated article here.]]

:[[File:215241.png|700px]] 
</div>
</div>
 
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:chart-bar}} New Reports
</div>
<div class="newsContent">
<big>Success/Work Plan Step Reports</big> 
:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]], as shown below. This is in addition to the regular Success/Work Plan report which shows the overall plans and all steps in each.

:[[File:137916.png|600px]] 

Other Report Changes
* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to quickly jump to the student listing, filtered by the report results. 
* An "Additional Fields" option has been added to the [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields|custom fields]] to be added to the report results. 
* # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Viists]] reports.
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<div class="newsBlock">
<div class="newsCategory">
{{#fas:circle-info}} Additional Changes
</div>
<div class="newsContent">
* Students can now be batch enrolled in [[TracCloud:_Workshops|Workshops]] based on their section enrollment, similar to [[TracCloud:_Recording_Visits|SI Batch Visit]]. 
* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants|consultants]] with a new field in consultant accounts. 
* Several search fields on the [[TracCloud:_Students_Listing|Student Listing]] have been grouped together to make it easier to find the field you're looking for. 
* Twig support has been added to [[TracCloud:_SurveyTrac|SurveyTrac]] questions, so you can reference the student, visit, etc within the question. 
* Completed actions in [[TracCloud:_SAGE|SAGE referrals]] are now shown on the Processed/Resolved screen. 
* [[TracCloud:_Prospective_Students|Prospective]] student account creation can now be restricted to only by email or only by phone in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* More label/text overrides are now available for [[TracCloud:_Prospective_Students|Prospective]] account creation in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* When selecting a student in [[TracCloud:_Recording_Visits|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name. 
* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc. 
* Linked consultant in [[TracCloud:_SAGE|SAGE referrals]] can now be manually set to blank.
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>
[[Category:TracCloud_Blog]]
</div>

TracCloud: What's New for 2026-04

2026-05-01T18:40:11Z

Redrock:

{{WIP}}
{{TracCloudWhatsNewTABS}}
<div class="tcWidgetPage">
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from April 2025</div>

<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:calendar}} New Feature!
</div>
<div class="newsContent">
<big>Appointment Invites</big> 
:TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments, the availabilities shown from that invite filtered based on what the invite allows. This feature is primarily designed for testing and proctoring centers, but can be used for other centers too. [[TracCloud:_Appointment_Invites|More information on this feature can be found in its dedicated article here.]]

:[[File:215241.png|700px]] 
</div>
</div>
 
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:chart-bar}} New Reports
</div>
<div class="newsContent">
<big>Success/Work Plan Step Reports</big> 
:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]], as shown below.

:[[File:137916.png|600px]] 

Other Report Changes
* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to quickly jump to the student listing, filtered by the report results. 
* "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields|custom fields]] to be added to the report results. 
* # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Viists]] reports.
</div>
</div>
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:circle-info}} Additional Changes
</div>
<div class="newsContent">
* Students can now be batch enrolled in [[TracCloud:_Workshops|Workshops]] based on their enrollment in the workshop section, similar to [[TracCloud:_Recording_Visits|SI Batch Visit]]. 
* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants|consultants]]. 
* Several fields in the [[TracCloud:_Students_Listing|Student Listing]] field list have been grouped together to make it easier to find the field you're looking for. 
* Twig support has been added for the question text field in [[TracCloud:_SurveyTrac|SurveyTrac]]. 
* Linked consultant in [[TracCloud:_SAGE|SAGE referrals]] can now be manually set to blank. 
* Completed actions in [[TracCloud:_SAGE|SAGE referrals]] are now shown on the Processed/Resolved screen. 
* [[TracCloud:_Prospective_Students|Prospective]] student account creation can now be restricted to only email or only SMS sign-ups in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* More label/text overrides are now available for [[TracCloud:_Prospective_Students|Prospective]] sign-up in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. 
* When selecting a student in [[TracCloud:_Recording_Visits|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name. 
* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc.
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>

</div>

TracCloud: Workshops

2026-05-01T18:38:33Z

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<div class="pageTitle">Workshops</div>

The Workshops module of TracCloud provides a robust framework for organizing, managing, and tracking workshops held by campuses to enhance student engagement and academic support. Unlike traditional [[TracCloudGuideBasicsVisits|batch visits]], workshops allow administrators to separately track student enrollment and attendance, offering valuable insights into participation rates and student involvement. The system supports various functionalities such as enrollment limits, attendance marking, automated visit creation, and credit assignments. Moreover, it allows for efficient communication through automated emails and QR code generation for student self-enrollment.

Tracking student engagement is essential for campuses aiming to improve retention and success rates. The Workshops module helps achieve this by generating detailed reports on attendance trends, enrollment rates, and overall workshop effectiveness. By utilizing TracCloud’s Workshops module, campuses can ensure that students are actively participating in supplemental learning opportunities and can proactively address gaps in student engagement through data-driven decisions.

Workshops can be viewed and managed by going to Other > Workshops.

[[File:2889005.png|800px]] 

Access to manage workshops can be provided by going to Other > Other Options > Groups > [The group you want to update] > Admin / Modules > Add 'Workshops' under 'Table Access' > Save.

To create a new workshop from the listing, click the hamburger {{#fas:bars}} menu and select New Workshop or click {{#fas:copy}} to duplicate an existing workshop.

<hr>
<div class='collapsible'>General</div><div class="mw-collapsible mw-collapsed">
 

Fill out the basic details of your workshop such as the date, time, subject, etc.

[[File:1724453.png|800px]] 

* Workshop Name
::Choose the name of your workshop, which will appear in the workshops listing and can be referenced with [[TracCloudGuideProfilePrefsTwig|Twig]] in workshop emails. 

* Instructor Name
::The instructor of the workshop, which like above can be referenced with Twig in workshop emails. 

* Linked Consultant or Faculty
::Optionally choose an assigned faculty {{#fas:user-tie}} or [[TracCloud:_Staff_and_Consultants|consultant]] {{#fas:user}} for this workshop. If a consultant account is selected, they will have a reserve block automatically placed on their schedule to prevent conflicting appointments. Additionally, if your workshop is also configured to create visits when attended, the chosen consultant will be assigned to the resulting visits. 

* From/To Date/Time of Workshop
::Select the date and time of this workshop. If your workshop is configured to create visits when attended, these times will also be used for the resulting visits. 

* Workshop Location
::Where the workshop will take place. If your workshop is configured to create visits upon attendance, this will be copied to the visit location field. 

* Subject, Course, Section
::Choose the subject, course, and section for this workshop. Similar to batch visits, you can be less specific (just subject, or just subject + course) and TracCloud will attempt to find a matching registration from the student's account. This section will be used in the resulting visit records for attended enrollments if configured in the options tab. 

* Maximum Enrollment
::Optionally set a limit of how many students can sign up for this workshop. 

* Lock Enrollment and Auto-Lock Enrollment on
::Locking the workshop immediately prevents new enrollments from that point onward. You can also automatically lock enrollment at a set time and date. 

* Assigned Labels
::Choose the labels for this workshop. More information on this feature can be found further into this article. 

* Workshop Description
::Describe the purpose of this workshop or record additional details as needed. This text is visible to students on the self-enrollment page via the QR code configured in the 'Options' tab. Supports HTML and [[TracCloud:_Twig|Twig]]. For twig tags, you can use any tags from the following tables: Student, Workshop, Consultant (if the workshop is linked to a consultant), and Faculty (if the workshop is linked to a faculty). Additionally, you can use the unique Twig tag <nowiki>{{Status.Code}}</nowiki> in your Twig logic to change the messaging shown depending on the student's ability to enroll. The possible values of this tag are shown below.
::{| class="wikitable"
|-
! Status.Code !! Description
|-
| over || The workshop is over/expired.
|-
| locked || The workshop is locked.
|-
| full || The workshop is full.
|-
| notOnList || The student isn't on the linked list for this workshop.
|-
| notRegistered || The student doesn't have a registration matching the workshop's selected subject/section.
|-
| allowed || The student is allowed to enroll (the 'Enroll' button will be displayed).
|} 

* Notification to Student at Self-Enrollment
::This text is visible to students on the self-enrollment page, on both the enrollment confirmation screen and the no access screen if students aren't allowed to enroll for one of the reasons above. Supports HTML and Twig just like the above preference.

</div>
<hr>
<div class='collapsible'>Roster</div><div class="mw-collapsible mw-collapsed">
 

The roster tab is where you can enroll students in the workshop as well as mark enrolled students as attended.

[[File:1193272.png|800px]] 

* Filter Student Search for Enrolling Students by a Linked List
::If enabled and a [[TracCloudGuideGlobalLists|student list]] is chosen, then only students on that list can be selected from the Enroll Students option. 

* Enroll Students
::This search box is used to search for and select students to enroll in the workshop. This will display students with an active registration matching the workshop course (unless a [[TracCloud:_Non-Enrolled_Courses|non-enrolled course]] is chosen, in which case it will list all students).
::[[File:6734849.png|350px]] 

* Scan Students for Attendance ( {{#fas:barcode}} button)
::The scan student utility will allow a staff member to quickly record student attendance by entering their ID or scanning their barcode. If the student scanned is not yet enrolled in the workshop, the staff member will be prompted to quickly enroll them and mark them as attended at the same time. If the student cannot be enrolled due the workshop being locked or max enrollment being reached, the login will be blocked and the student will be added to the "Failed Enrollment" list. It is possible for staff to override the max enrollment limit and book anyway.
::[[File:4310992.png|400px]] 

* QR Code for Student Attendance tracking ( {{#fas:qrcode}} button )
::This button will generate a QR code, which students can then scan to record their own attendance. 

* List Students with Failed Enrollments & Failed Enrollment Details
::These options appear once at least one student has failed to enroll in the workshop. This can occur if your workshop has been locked (manually or automatically) or if your maximum enrollment limit has been reached. Students can be recorded as having failed to enroll either by attempting to enroll with your workshop QR code or by failing to be scanned in using the option above.
::To view a list of students who have failed to enroll for any reason, clicking the List Students with Failed Enrollments will take you to the [[TracCloud:_Students_Listing|student listing]] with those students displayed. Alternatively, to view why each student's enrollment failed, clicking Failed Enrollment Details will show each student and their reason for failure (shown below).
::[[File:4705757.png|400px]]

* Batch Enroll Students
::This option can be used to batch enroll multiple students into the workshop at once based on a provided list of IDs, emails, etc or based on student enrollment in the workshop subject/section. Ignore filters can be checked to enroll students even if they aren't enrolled in the workshop subject or on the workshop list. Send Confirmation Emails can be checked to send confirmation emails to each student you're enrolling.
::[[File:3097682.png|500px]] [[File:660625.png|500px]] 

* Mark Non-Attendees as Missed
::Clicking this button will immediately mark all students who didn't attend or cancel as missed, rather than requiring the statuses to be set one at a time. 

* Enrolled Student List
::After enrolling students, they will appear in the table on the right side of this menu. Once a student is added to the roster, you can change their enrollment status (attended, missed, canceled) individually as well as batch change enrollment statuses by selecting students with the right checkbox and using the "Mark selected as" utility. Marking students as attended may have other effects, such as creating visits or completing potential assignments, depending on the options chosen in the next workshop tab. 

* Send Email to...
::Send an email to students in the roster. The recipients can be all enrolled students, students by enrollment status, or manually selected students. 

* Select a survey to send
::Send a survey via [[TracCloud:_SurveyTrac|SurveyTrac]], recipients can be all, attended, missed, attended and missed, or selected students.

</div>
<hr>
<div class='collapsible'>Options</div><div class="mw-collapsible mw-collapsed">
 

The options tab allows you to enable additional actions upon student attendance and to enable emails for this workshop.

[[File:2803370.png|800px]] 

* Create A Visit For student When Marked As Attended
::If enabled, the act of marking a workshop enrollment as attended will additionally create a [[TracCloudGuideListingsVisits|visit record]]. You must also choose what center and reason the resulting visit should be linked to. Consultant, section, and date/time will be set according to the choices made under the General tab. 

* Credit Assignment For Student When Marked As Attended
::If enabled, you will be able to choose the [[TracCloudGuideGlobalGradesAssign|potential assignment]] to use for this workshop. When a student attends, it will count towards their grade (if [[TracCloudGuideGlobalGradesAssign|grade groups]] are configured). 

* Send Enrollment Confirmation, Cancellation, Reminder Emails
::Choose which emails should be sent in relation to this workshop record. The emails themselves are configured in your profile preferences, detailed below. 

* Profile Settings to Use
::While workshop emails are configured at the profile level, workshops are not inherently linked to a profile. In order to send workshop emails, you must select a profile to use the email preferences from. This field is also used to determine how early or late students are allowed to join an online workshop, using the same [[TracCloud:_Scheduling_Preferences|time restrictions]] as appointments. 

* Make This Workshop Online
::If enabled, you will be prompted to provide an online link to a platform such as Zoom, Webex, etc. Students will be able to scan the QR code below or open their workshop enrollment from their dashboard to join, which will automatically mark them as attended. 

* Email Actions
::Schedule emails to be sent to enrolled, attended, or missed students on a date and time of your choice. Emails created are stored as [[TracCloud:_Email_Templates|email templates]] in global preferences. 

* Generate QR code for student enrollment
::Generate a QR code that students can scan to enroll themselves or cancel their enrollment in the workshop. Once generated, a few new options will become available to configure. 

* Allow Student to enrollment via dashboard widget
::Allows students to enroll in this workshop from their dashboard. More information on this feature can be found further into this article. 

* Allow student to cancel enrollment and Allow cancel up to # hours before workshop
::Choose whether or not students are allowed to cancel their workshop enrollment, and how late if so. 

* Require Terms and Conditions for Enrollment
::Require that the student agree to [[TracCloud:_Terms_and_Conditions|terms/conditions]] to enroll. Only terms and conditions configured to display on "Workshop Only" will appear in this menu.

</div>
<hr>
<div class='collapsible'>Emails (Profile Preferences)</div><div class="mw-collapsible mw-collapsed">
 
{{#lst:TracCloud: Emails|workshops}}
</div>
<hr>
<div class='collapsible'>Workshop Twig Tags</div><div class="mw-collapsible mw-collapsed">
 

These Twig tags can be used in the emails above to dynamically include details about your workshops. For more information on Twig, including other tags for relating records (Students, Centers, etc), take a look at our full [[TracCloudGuideProfilePrefsTwig|Twig guide here]].

{{#lst:TracCloud:_Rosetta|workshops}}
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<hr>

<div class='collapsible'>Student Dashboard Widget & Workshop Labels</div><div class="mw-collapsible mw-collapsed">
 

An optional feature of workshops is the ability to allow students to search for and enroll themselves in workshops from their dashboard, similar to the the process of booking appointments. In order to search for a workshop, the student would select from a list of "labels" which will determine which workshops are presented to them. You can think of this label & workshop connection as being similar to reasons & availabilities in scheduling.

Workshop labels can be created by going to Other > Other Options > Preferences > Workshop Labels. Each label you create can be given a unique color, with a preview on the right.

[[File:8114952.png|800px]] 

To prepare your workshop for dashboard enrollments, there are two requirements. First is that the workshop must be assigned to at least one label. A label can be chosen under the "General" tab, as seen below. Second is that you must check the Allow Student to enrollment via dashboard widget box under the "Options" tab.

[[File:7481672.png|600px]] 

After your workshop has been saved, students will be able to search for and enroll themselves in the workshop from their dashboard.

[[File:2672223.png|500px]] 

Clicking "Enroll in a Workshop" will open a prompt where the student can choose which labels they want to search by. Selecting at least one label will display the available workshops.

[[File:8200885.png|500px]] 

Once the student clicks on the workshop and confirms their enrollment, the workshop widget will display their enrollment like below.

[[File:7187472.png|500px]]

</div>
<hr>
See Also:

[[TracCloud_Report:_Students_Workshops_Attendance|Report: Students Workshops Attendance]]

[[TracCloud_Report:_Workshops_Overview|Report: Workshops Overview]]

[[TracCloud_Report:_Workshops_Roster|Report: Workshops Roster]]

[[Category:TracCloud Manual]]
</div>