Redrock Wiki - User contributions [en]

TracCloudMigration

2026-10-16T15:39:44Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">Migrating from Trac 4.0 to TracCloud</div>

If you're switching from an existing TutorTrac or AdvisorTrac System to TracCloud, you have three options of approaching this changeover depending on what will work best for your campus. If you are planning on keeping your current data, a migration process will be needed alongside general setup.

Redrock's goal for all campuses is to ensure minimal downtime with minimal disruption to workflow. We work around your timeline and availability, we have migrated campuses in as little as a few weeks. For Start Fresh and FastTrac campuses, we can get you up and running as soon as we train the administrators and complete a few required integrations with your IT. The TracCloud system is structured similarly to the TutorTrac and AdvisorTrac 4.0 system, allowing your existing knowledge of TutorTrac or AdvisorTrac to give you a head start in TracCloud. Additionally, significant improvements to the interface make learning TracCloud much easier than the 4.0 system. Administrators will need to complete some follow-up tasks (referred to as "homework") after training sessions to facilitate completing the TracCloud setup process.

Important Note: If merging multiple Trac 4.0 licenses into a single TracCloud license, the Start Fresh method is required. Only one 4.0 database can be migrated into TracCloud, meaning you do have the option of migrating one license and starting fresh with another if preferred. A complete Visit and Appointment export will be provided in a CSV format for archival purposes.

[[TracCloud:_Training_Resources|Click here to view SysAdmin training resources.]]

<hr style="height:1px;border:none;color:#333;background-color:#333;"/>

<div style="float: left; margin-top: 0em"><big>FastTrac Migration</big>
This migration method is best if you would like to expedite your migration to TracCloud. Only one database migration is performed, and we will work with you to setup your TracCloud instance as quickly as possible.
 
+ Great for campuses migrating in Summer, or during periods of low Trac usage. 
+ Faster overall migration time.
 
- Longer period without full functionality in either Trac System.
</div><div class="mw-collapsible mw-collapsed"> 
[[File:FastTrac.png|800px]]
<hr>
<big>Step 1. Planning out the migration process</big>

Prior to any of the following steps, we'll want to schedule a quick call with you and your IT to plan out this process. This will include a general timeline for TracCloud setup, as well as migration-specific questions and planning.

A call can be scheduled through our website, here: [https://www.go-redrock.com/help-support/request-training/ https://www.go-redrock.com/help-support/request-training/]

<hr>
<big>Step 2. IT Integrations</big>

We will be working with your IT throughout steps 3 and 4 to integrate your campus services with TracCloud. This includes:

:1. [https://wiki.go-redrock.com/index.php/TracCloudTechMail Setting up your mail server]

:2. [https://wiki.go-redrock.com/index.php/TracCloudTechImport Importing data from your SIS]

:3. [https://wiki.go-redrock.com/index.php/TracCloudTechSSO Integrating your campus single sign-on]

:4. [https://wiki.go-redrock.com/index.php/TracCloudTechURL Setting up a custom URL (if preferred)]

:5. [[TracCloudMigrationFiles|Getting a copy of your Trac 4.0 database for Step 3 (if not already hosted).]]
<hr>
<big>Step 3. First migration</big>

This step is where we bring as much data over as possible from your Trac 4.0 instance. Your Students, Visits, Consultants, Centers, Reasons, and more (see chart below).

<hr>
<big>Step 4. SysAdmin Training</big>

After the data migration, we can start the training process with your SysAdmins. We will be going over the following topics (in roughly this order, and where applicable).

1st Training: Creating Centers and Groups.

2nd Training: Creating Staff, Reasons, Starting profile prefs.

3rd Training: Continuing profile prefs.

4th Training: System Prefs and setting up modules (if applicable).

5th Training: Continuing System Prefs and modules, as well as addressing any final questions before step 5.

6th Training: Logging visits, using quick and batch visit utilities.

7th Training: Creating schedules and booking appointments.

8th Training: Running reports (typically a few weeks after going live).
<hr>

<big>What data will be migrated?</big>

It's important to understand what data will be brought over from Trac 4.0. In the event that a record type will not be migrated, it will need to be (re)created manually in TracCloud. An example of this would be Permission Groups, as there have been significant changes between the two versions, and it's not possible to create a 1-to-1 replica of a Trac 4.0 group in TracCloud.

{| class="wikitable"
! Trac 4.0 Data !! Included in Migration?
|-
| Profiles || Yes
|-
| Profile Prefs || No
|-
| System Prefs || No
|-
| Centers/Subcenters || Yes
|-
| Groups || No
|-
| Consultants || Yes
|-
| Users (e.g., SysAdmin accounts) || No
|-
| Students || Yes
|-
| Faculty || Yes
|-
| Reasons || Yes
|-
| Registrations || Yes
|-
| Courses || Yes
|-
| Sections || Yes
|-
| Class Schedules || No
|-
| Visits || Yes
|-
| Appointments || Yes
|-
| Availabilities || No
|-
| Static Student Lists || Yes
|-
| Dynamic Student Lists || No
|-
| Documents || If Needed
|-
| Messages || Yes
|-
| Resources || Yes
|-
| Resource Checkouts || Yes
|-
| SAGE Referral Types || Yes
|-
| SAGE Referrals || Yes (no reasons/recommendations, custom question answers, or linked sections)
|-
| SurveyTrac Surveys || Yes
|-
| SurveyTrac Responses || Yes
|-
| Q2 Configs || No
|-
| Whiteboard Rooms || No
|}

</div>
 

<div style="float: left; margin-top: 0em"><big>Start Fresh
No migration, and a flexible schedule. No data from Trac 4.0 will be brought into TracCloud, but we can export Visits and Appointments to a CSV file for archival purposes if needed. We will work with your SysAdmins to setup your TracCloud instance from scratch.
 
+ Great for campuses that want to have a fresh start with their Trac System. 
+ Most flexible, as you can complete trainings and go live at any time.
 
- No Trac 4.0 data will be migrated into TracCloud. 

</big></div><div class="mw-collapsible mw-collapsed">
[[File:9498519.png|800px]]

<hr>
<big>Step 1. Planning Call</big>

Prior to the following steps, we'll want to schedule a quick call with you and your IT to plan out this process. This will include a general timeline for TracCloud setup, who we should contact for Step 2 processes, and to answer any general questions before starting.

A call can be scheduled through our website, here: [https://www.go-redrock.com/help-support/request-training/ https://www.go-redrock.com/help-support/request-training/]

<hr>
<big>Step 2. IT Integrations</big>

We will be working with your IT throughout the training process to integrate your campus services with TracCloud. This includes:

:1. [https://wiki.go-redrock.com/index.php/TracCloudTechMail Setting up your mail server]

:2. [https://wiki.go-redrock.com/index.php/TracCloudTechImport Importing data from your SIS]

:3. [https://wiki.go-redrock.com/index.php/TracCloudTechSSO Integrating your campus single sign-on]

:4. [https://wiki.go-redrock.com/index.php/TracCloudTechURL Setting up a custom URL (if preferred)]

<hr>
<big>Step 3. SysAdmin Training</big>

Once your system is online, we can start the training process with your SysAdmins. We will be going over the following topics (in roughly this order, and where applicable).

1st Training: Creating Centers and Groups.

2nd Training: Creating Staff, Reasons, Starting profile prefs.

3rd Training: Continuing profile prefs.

4th Training: System Prefs and setting up modules (if applicable).

5th Training: Continuing System Prefs and modules, as well as addressing any final questions before step 5.

6th Training: Logging visits, using quick and batch visit utilities.

7th Training: Creating schedules and booking appointments.

8th Training: Running reports (typically a few weeks after going live).
</div>
<hr style="visibility: hidden;">

TracCloudMigration

2026-10-16T15:39:15Z

Redrock:

TracCloudMigration

2026-10-16T15:36:29Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">Migrating from Trac 4.0 to TracCloud</div>

If you're switching from an existing TutorTrac or AdvisorTrac System to TracCloud, you have three options of approaching this changeover depending on what will work best for your campus. If you are planning on keeping your current data, a migration process will be needed alongside general setup.

Redrock's goal for all campuses is to ensure minimal downtime with minimal disruption to workflow. We work around your timeline and availability, we have migrated campuses in as little as a few weeks. For Start Fresh and FastTrac campuses, we can get you up and running as soon as we train the administrators and complete a few required integrations with your IT. The TracCloud system is structured similarly to the TutorTrac and AdvisorTrac 4.0 system, allowing your existing knowledge of TutorTrac or AdvisorTrac to give you a head start in TracCloud. Additionally, significant improvements to the interface make learning TracCloud much easier than the 4.0 system. Administrators will need to complete some follow-up tasks (referred to as "homework") after training sessions to facilitate completing the TracCloud setup process.

Important Note: If merging multiple Trac 4.0 licenses into a single TracCloud license, the Start Fresh method is required. Only one 4.0 database can be migrated into TracCloud, meaning you do have the option of migrating one license and starting fresh with another if preferred. A complete Visit and Appointment export will be provided in a CSV format for archival purposes.

[[TracCloud:_Training_Resources|Click here to view SysAdmin training resources.]]

<hr style="height:1px;border:none;color:#333;background-color:#333;"/>

<div style="float: left; margin-top: 0em"><big>FastTrac Migration</big>
This migration method is best if you would like to expedite your migration to TracCloud. Only one database migration is performed, and we will work with you to setup your TracCloud instance as quickly as possible.
 
+ Great for campuses migrating in Summer, or during periods of low Trac usage. 
+ Faster overall migration time.
 
- Longer period without full functionality in either Trac System.
</div><div class="mw-collapsible mw-collapsed"> 
[[File:FastTrac.png|800px]]
<hr>
<big>Step 1. Planning out the migration process</big>

Prior to any of the following steps, we'll want to schedule a quick call with you and your IT to plan out this process. This will include a general timeline for TracCloud setup, as well as migration-specific questions and planning.

A call can be scheduled through our website, here: [https://www.go-redrock.com/help-support/request-training/ https://www.go-redrock.com/help-support/request-training/]

<hr>
<big>Step 2. IT Integrations</big>

We will be working with your IT throughout steps 3 and 4 to integrate your campus services with TracCloud. This includes:

:1. [https://wiki.go-redrock.com/index.php/TracCloudTechMail Setting up your mail server]

:2. [https://wiki.go-redrock.com/index.php/TracCloudTechImport Importing data from your SIS]

:3. [https://wiki.go-redrock.com/index.php/TracCloudTechSSO Integrating your campus single sign-on]

:4. [https://wiki.go-redrock.com/index.php/TracCloudTechURL Setting up a custom URL (if preferred)]

:5. [[TracCloudMigrationFiles|Getting a copy of your Trac 4.0 database for Step 3 (if not already hosted).]]
<hr>
<big>Step 3. First migration</big>

This step is where we bring as much data over as possible from your Trac 4.0 instance. Your Students, Visits, Consultants, Centers, Reasons, and more (see chart below).

<hr>
<big>Step 4. SysAdmin Training</big>

After the data migration, we can start the training process with your SysAdmins. We will be going over the following topics (in roughly this order, and where applicable).

1st Training: Creating Centers and Groups.

2nd Training: Creating Staff, Reasons, Starting profile prefs.

3rd Training: Continuing profile prefs.

4th Training: System Prefs and setting up modules (if applicable).

5th Training: Continuing System Prefs and modules, as well as addressing any final questions before step 5.

6th Training: Logging visits, using quick and batch visit utilities.

7th Training: Creating schedules and booking appointments.

8th Training: Running reports (typically a few weeks after going live).
<hr>

<big>What data will be migrated?</big>

It's important to understand what data will be brought over from Trac 4.0. In the event that a record type will not be migrated, it will need to be (re)created manually in TracCloud. An example of this would be Permission Groups, as there have been significant changes between the two versions, and it's not possible to create a 1-to-1 replica of a Trac 4.0 group in TracCloud.

{| class="wikitable"
! Trac 4.0 Data !! Included in Migration?
|-
| Profiles || Yes
|-
| Profile Prefs || No
|-
| System Prefs || No
|-
| Centers/Subcenters || Yes
|-
| Groups || No
|-
| Consultants || Yes
|-
| Users (e.g., SysAdmin accounts) || No
|-
| Students || Yes
|-
| Faculty || Yes
|-
| Reasons || Yes
|-
| Registrations || Yes
|-
| Courses || Yes
|-
| Sections || Yes
|-
| Class Schedules || No
|-
| Visits || Yes
|-
| Appointments || Yes
|-
| Availabilities || No
|-
| Static Student Lists || Yes
|-
| Dynamic Student Lists || No
|-
| Documents || If Needed
|-
| Messages || Yes
|-
| Resources || Yes
|-
| Resource Checkouts || Yes
|-
| SAGE Referral Types || Yes
|-
| SAGE Referrals || Yes (no reasons/recommendations, custom question answers, or linked sections)
|-
| SurveyTrac Surveys || Yes
|-
| SurveyTrac Responses || Yes
|-
| Q2 Configs || No
|-
| Whiteboard Rooms || No
|}

</div> 
<hr style="height:1px;border:none;color:#333;background-color:#333;" />

<div style="float: left; margin-top: 0em"><big>Start Fresh
No migration, and a flexible schedule. No data from Trac 4.0 will be brought into TracCloud, but we can export Visits and Appointments to a CSV file for archival purposes if needed. We will work with your SysAdmins to setup your TracCloud instance from scratch.
 
+ Great for campuses that want to have a fresh start with their Trac System. 
+ Most flexible, as you can complete trainings and go live at any time.
 
- No Trac 4.0 data will be migrated into TracCloud. 

</big></div><div class="mw-collapsible mw-collapsed">
[[File:9498519.png|800px]]

<hr>
<big>Step 1. Planning Call</big>

Prior to the following steps, we'll want to schedule a quick call with you and your IT to plan out this process. This will include a general timeline for TracCloud setup, who we should contact for Step 2 processes, and to answer any general questions before starting.

A call can be scheduled through our website, here: [https://www.go-redrock.com/help-support/request-training/ https://www.go-redrock.com/help-support/request-training/]

<hr>
<big>Step 2. IT Integrations</big>

We will be working with your IT throughout the training process to integrate your campus services with TracCloud. This includes:

:1. [https://wiki.go-redrock.com/index.php/TracCloudTechMail Setting up your mail server]

:2. [https://wiki.go-redrock.com/index.php/TracCloudTechImport Importing data from your SIS]

:3. [https://wiki.go-redrock.com/index.php/TracCloudTechSSO Integrating your campus single sign-on]

:4. [https://wiki.go-redrock.com/index.php/TracCloudTechURL Setting up a custom URL (if preferred)]

<hr>
<big>Step 3. SysAdmin Training</big>

Once your system is online, we can start the training process with your SysAdmins. We will be going over the following topics (in roughly this order, and where applicable).

1st Training: Creating Centers and Groups.

2nd Training: Creating Staff, Reasons, Starting profile prefs.

3rd Training: Continuing profile prefs.

4th Training: System Prefs and setting up modules (if applicable).

5th Training: Continuing System Prefs and modules, as well as addressing any final questions before step 5.

6th Training: Logging visits, using quick and batch visit utilities.

7th Training: Creating schedules and booking appointments.

8th Training: Running reports (typically a few weeks after going live).
</div>
<hr style="height:1px;border:none;color:#333;background-color:#333;" />

TracCloud: SAGE Email Example

2026-10-15T22:23:49Z

Redrock:

<div class="tcWidgetPage">
This is an example SAGE referral email. [[TracCloud:_SAGE|Click here to return to the SAGE article.]]
<syntaxhighlight lang="twig" copy>
{# Choose fields to include #}
{% set includeReasons = true %}
{% set includeRecommendations = true %}
{% set showRsnRecLabels = false %}
{% set includeActions = true %}
{% set includeNotes = true %}
{% set includeAdditionalNotes = true %}

{# Do you want to link this referral to the student's assigned advisor? Change cf_1 to your assigned advisor email field #}
{% if false %}
{% set staffSeq = getRecordFieldData('Staff','Email', Student.CustomData.cf_1,'Sequence') %}
{{ setResultActions('AssignConsultant', staffSeq) }}
{% endif %}

{# Who should this email be directed to? Student.First_Name, Faculty.FirstName, Consultant.First_Name, or write it in #}
{% set first = Student.First_Name %}

{# Optionally set a condition for when this email should send #}
{% if true %}
{# This email will be sent #}
{% else %}
#ACTION:DO NOT SEND#
{% endif %}

{# ------------------------------------------------- #}

Dear {{first}}, 

{% if Referral.Processed %}
This {{ReferralType.Name}} for {{Student.Full_Name2}} ({{Student.ID}}) has been processed by {{Referral.ProcessedBy}} on {{Referral.ProcessedDT|date("m/d/Y")}}. Here are the details of this referral: 
{% elseif Referral.FollowedUp %}
This {{ReferralType.Name}} for {{Student.Full_Name2}} ({{Student.ID}}) has been followed-up on by {{Referral.FollowUpBy}} on {{Referral.FollowedUpDT|date("m/d/Y")}}. Here are the details of this referral: 
{% else %}
This {{ReferralType.Name}} for {{Student.Full_Name2}} ({{Student.ID}}) has been created by {{Referral.CreatedBy}} on {{Referral.CreatedDT|date("m/d/Y")}}. Here are the details of this referral: 
{% endif %}

{% if Course.Subject %}
Subject: {{Course.SubjectCourse}} {{Section.Code}} {% if Faculty.SalutationFullName %}({{Faculty.SalutationFullName}}){% endif %} 
{% endif %}

{% if Consultant.FirstLast %}
Consultant: {{Consultant.FirstLast}} 
{% endif %}

{% if Referral.NotesInstrData and includeNotes %}
Notes: {{Referral.NotesInstrData}} 
{% endif %}

{% if Referral.AdditionalNotes and includeAdditionalNotes %}
Additional Notes: {{Referral.AdditionalNotes}} 
{% endif %}

{# Example for custom questions
The answer to {{Questions.CODE}} was {{Answers.CODE}}
#}

 

{% if includeReasons and Reasons %}
The reasons for this referral are:
<ul>
{% if showRsnRecLabels %}
{% for key,value in ReasonsAndLabels %}
<li>{{ value }}</li>
{% endfor %}
{% else %}
{% for key,value in Reasons %}
<li>{{ value }}</li>
{% endfor %}
{% endif %}
</ul>
{% endif %}

{% if includeRecommendations and Recommendations %}
The recommendations for this referral are:
<ul>
{% if showRsnRecLabels %}
{% for key,value in RecommendationsAndLabels %}
<li>{{ value }}</li>
{% endfor %} 
{% else %}
{% for key,value in Recommendations %}
<li>{{ value }}</li>
{% endfor %}
{% endif %}
</ul>
{% endif %}

{% if includeActions %}
{% if Referral.CustomData.completedActions %}
These actions have been completed so far:
<ul>
{% for actions in Referral.CustomData.completedActions %}
<li>{{actions.who}} completed action "{{actions.name}}" on {{actions.date}}{% if actions.notes %}: {{actions.notes}}{% else %}.{% endif %}</li>
{% endfor %}
</ul>
{% endif %}
{% endif %}

Thank you.
</syntaxhighlight>
</div>

TracCloudStatusHistory

2026-10-15T22:22:31Z

Redrock:

<div class="tcWidgetPage">
<div class='center'>History:</div>

2026-09-10 - 🔴 SAML 504 gateway errors until 9:08am PST. Unable to save visits or appointments until 3:00pm PST.

2026-09-09 - 🔴 TracCloud down from 2:27pm to 2:46pm PST.

2026-09-09 - 🟡 TracCloud running slowly or timing out from 1:18pm to 1:38pm PST.

2026-08-31 - 🟡 Visit tracking utilities not functioning as expect and HTML displaying in plain text. Resolved around 9:15am PST.

2026-08-12 - 🔴 TracCloud down for maintenance. Resolved around 12:00pm PST.

2026-07-13 - 🟡 QR codes not displaying correctly. Resolved at 10:18am PST.

2026-04-14 - 🟡 Error when opening appointment records between 12:26pm and 1:50pm MST.

2026-03-19 - 🟡 Job server limitations, scheduled events such as imports ran late.

2026-02-04 - 🟡 Job server limitations, scheduled events such as imports ran late.

2025-10-22 - 🟡 Sporadic slowness until 08:15am PST.

<hr>
<div class='collapsible'>Expand to view older history (>1 year ago)</div><div class="mw-collapsible mw-collapsed">
 

2025-10-14 - 🟡 Brief period of slowness between 11:33am and 11:45am PST.

2025-10-02 - 🟡 Access denied when opening visit records until 7:12am PST.

2025-09-18 - 🟡 Some system slowness between 12:01pm and 12:08pm PST.

2025-09-17 - 🟡 Some system slowness between 12:01pm and 12:09pm PST.

2025-09-10 - 🔴 TracCloud very slow due to database limitations until 9:40am PST.

2025-09-08 - 🟡 Some system slowness beginning around 11:00am PST.

2025-09-04 - 🔴 TracCloud down between 9:45am and 9:55am PST.

2025-07-24 - 🟡 Job server limitations, scheduled events such as imports ran late.

2025-03-24 - 🟡 System slowness, resolved at 1:50pm MST.

2025-03-18 - 🟡 Some system slowness in the afternoon, resolved at 3:39pm MST.

2025-01-18 - 🟡 Intermittent errors for 15-20 minutes.

2025-01-14 - 🟡 Job server limitations, scheduled events such as imports ran late.

2025-01-13 - 🔴 TracCloud down, forbidden error, from 3:10PM - 3:49PM MST.

2024-12-12 - 🟡 Intermittent errors, resolved at 8:23am PST.

2024-10-25 - 🟡 Certain TracCloud pages not loading between 4:00pm and 4:45pm MST.

2024-10-21 - 🟡 Intermittent errors, resolved at 8:30am MST.

2024-10-17 - 🟡 Intermittent errors and slowness, resolved at 7:30am MST.

<hr>
<div style="float: left; margin-top: 0em; margin-bottom: 1em">2024-10-09 - 🔴 TracCloud inaccessible, resolved at 2:01pm MST.</div><div class="mw-collapsible mw-collapsed"> 

Dear Valued Customers, 
We want to sincerely apologize for the recent downtime on 10/8-10/9 and provide you with a detailed explanation of what occurred, as well as the steps we're taking to ensure this doesn't happen again.

Issue Summary: 
Over the affected days, we experienced intermittent connection issues with our read-only database instance. These issues resulted in a higher-than-usual rate of client-side timeouts, despite the database server reporting healthy connection states. This discrepancy between server-side and client-side perspectives made the root cause difficult to diagnose immediately.

Detailed Analysis: 
The problem manifested as a significant percentage of requests (approximately 20-25%) to the read replica database timing out on the client side, even though the database instance reported successful connections. Typically, we observe a 2-to-1 ratio of master-to-slave database connections. However, during this period, we saw a significant number of failed requests to the read replica, or rather, would have seen, if the database instance was reporting data correctly.
Our monitoring tools, including CloudWatch and internal health dashboards, initially showed the database instance as operational, with most metrics indicating normal behavior. However, a closer look revealed that certain critical metrics were missing or underreported during a brief window at the start of the outage. After a few minutes these specific metrics returned to "normal" values, but the connection issue persisted. This contributed greatly to the challenge of diagnosing the issue in real-time. The instance remained available from the perspective of AWS and continued to report healthy status across most metrics, which further obscured the problem.

Symptoms: 
* Client-side timeouts while attempting to connect to the read-only replica.
* The server-side reported successful connection attempts.
* No significant anomalies were initially detected in the database’s reported health metrics.
* The issue persisted intermittently, making replication of the problem inconsistent.

Potential Root Cause Hypothesis: 
Based on the observed behavior, the most plausible hypothesis is a network-related issue between the read replica and the clients. This could involve intermittent network degradation or failure in one of the intermediate layers responsible for routing client connection attempts. It is possible that the database instance accepted connections but failed to fully establish them with the clients due to external factors, such as storage network instability or client-side network routing problems.
Without access to more detailed server logs from the underlying database infrastructure, it is challenging to pinpoint the exact cause. However, the behavior suggests that the database received and acknowledged connection attempts, but clients were unable to establish or maintain full connections, leading to the observed timeouts. AWS restricts access to certain low-level logs, particularly those related to hardware performance and infrastructure, as part of their shared responsibility model. These logs are considered sensitive and are not exposed to customers, making it difficult to definitively trace issues related to hardware failures or underlying network disruptions. Without access to these internal logs, we can only hypothesize the root cause based on the available metrics.

Mitigations Implemented: 
While we already had extensive monitoring in place, the challenge was that the issue didn’t immediately show up in the standard metrics. It was only after examining certain specific, detailed metrics that the root cause became clearer. As a result, we have expanded our monitoring from 20 to 36 metrics per instance, allowing for a much deeper level of insight.
In particular, we focused on metrics where AWS reports zero in cases of underlying issues, rather than omitting data. Many of the new alarms are now configured to trigger when specific data points drop to zero, which is often a more reliable indicator of problems in these areas. By refining our alerting mechanisms and expanding the scope of metrics we track, we’re now in a better position to detect these subtle issues before they escalate.

Next Steps: 
As we continue moving forward, our efforts are focused on enhancing the resilience and efficiency of our systems. It's important to highlight that we are continuously improving the robustness of our infrastructure each week, even when no specific issues prompt the work. These ongoing improvements are part of our commitment to ensuring that our systems remain not only stable but also increasingly optimized over time.
Beyond resolving this particular issue, we’re already implementing further refinements to maintain a proactive approach. Regular performance tuning, infrastructure reviews, and strategic enhancements are being made to ensure our system stays ahead of potential problems. This forward-looking effort means we're not waiting for issues to arise—we’re actively strengthening our systems and processes to prevent them before they can impact service.

</div>

 2024-10-08 - 🔴 TracCloud inaccessible, starting at 10:50am MST.
<hr>

2024-09-25 - 🟡 Some TracCloud instances rarely experienced 500 errors. Resolved around 10:30am MST.

2024-09-23 - 🟡 System slowness around 12:00pm MST.

2024-09-23 - 🟡 Automated emails (auto report emails, reminder emails, etc) not sending. Resolved around 9:00am MST.

2024-09-19 - 🟡 Reason categories not working correctly. Resolved at 7:14am MST.
<hr>
<div style="float: left; margin-top: 0em; margin-bottom: 1em">2024-09-16 - 🔴 TracCloud SAML logins failing beginning at 1:08pm, TracCloud down at 1:40pm, both resolved at 2:18pm MST.</div><div class="mw-collapsible mw-collapsed">
 
We wanted to inform you that the system issue experienced today has been successfully resolved. While Amazon Web Services (AWS) does not always provide direct notifications for hardware-related issues, we have identified that the root cause was likely a hardware fault affecting systems in one of AWS's availability zones in the region TracCloud resides in (Zone A). This issue impacted several unrelated systems that were all using resources in that zone.
Upon realizing this, to resolve the problem, we manually redirected operations to a different zone (Zone B), and both TracCloud and other associated systems are now functioning as expected. We are also in contact with AWS for further clarification, but at this point, the issue has been fully addressed.
</div>
<hr>
<div style="float: left; margin-top: 0em; margin-bottom: 1em">2024-09-12 - 🟠 TracCloud periodically running slowly between August 29th and September 12th.</div><div class="mw-collapsible mw-collapsed">
 

We wanted to provide you with an update regarding the web performance issues some of you may have experienced between August 29th and September 12th. We understand the importance of reliable service, and we apologize for any inconvenience this may have caused.

Over the past three weeks, we encountered a convergence of technical challenges that impacted our web performance: 1. PHP Unserialization Bug: We discovered a complex bug where PHP unserialization operations were consuming 50-100% more CPU cycles after upgrading from version 8.3.10 to 8.3.11. This unexpected increase in resource usage led to slower processing times for certain functions. 2. RDS Performance Degradation: Our primary RDS instance exhibited unexplained performance degradation. Despite normal operational metrics, the instance underperformed, affecting database response times. 3. Index Changes and Aurora RDS Compatibility: Recent changes to our database indexes affected Amazon Aurora RDS differently than our on-premise MySQL version, despite their advertised compatibility. This discrepancy resulted in suboptimal query performance on the Aurora instance. 4. Shifts in Traffic Patterns: We observed a shift in traffic patterns prioritizing higher-load-inducing requests. Coupled with a natural increase in traffic due to the start of the fall semester and an expanding customer base, our systems experienced additional strain.

Actions Taken: We have addressed each of these issues methodically:

* PHP Optimization: Our development team isolated and resolved the PHP deserialization bug. We implemented optimizations to reduce CPU usage back to expected levels.

* RDS Instance Investigation: We initiated a thorough investigation into the anomalous RDS instance. To mitigate immediate impacts, we have removed this instance from our cluster while we continue to analyze the root cause.

* Database Index Adjustments: We modified our indexing strategy to better align with Aurora RDS's performance characteristics, ensuring consistent query performance across both our cloud and on-premise databases.

* Enhanced Benchmarking Tools: We've improved our benchmarking systems to more accurately track query performance before changes go live. These enhancements will help us identify potential issues earlier in the development cycle.

* Resource Scaling: In response to increased traffic and load, we've scaled up our resources to maintain optimal performance levels.

Our Commitment to Reliability: We continuously monitor thousands of metrics and deploy hundreds of sensors across all TracCloud systems to track performance in real-time. While challenges can occur, this extensive monitoring enables us to swiftly identify and address issues. Rest assured, each time an incident happens, we implement measures to prevent it from happening again, strengthening our systems for the future.

Moving Forward: We are committed to providing you with the highest level of service. The steps we've taken have stabilized web performance, and we will continue to monitor our systems closely. Our team is also exploring long-term solutions to prevent similar issues in the future.
We appreciate your patience and understanding during this time. If you have any questions or continue to experience any issues, please don't hesitate to reach out to our support team. Thank you for your continued trust in our services.
</div>
<hr>

2024-09-11 - 🔴 TracCloud 502/504 errors or slowness, resolved at 9:00am MST.

2024-08-15 - 🔴 TracCloud slowness or timeout errors between 3:00pm and 3:30pm and 4:20pm to 4:34pm MST.

2024-08-09 - 🔴 TracCloud sporadically inaccessible with 503 and 504 errors between 10:48am and 11:20am MST.

2024-07-11 - 🟡 Reason drop-down on search availability widget not working on some TracCloud instances between 10:49am and 11:31am MST.

2024-05-31 - 🟡 TracCloud job server down, causing automated emails and processes to run late.

2024-05-22 - 🟠 502 Bad Gateway error from 11:45am to 11:51am MST.

2024-04-23 - 🟡 AWS errors preventing many features from working as expected. Resolved at 7:45am MST.

2024-04-22 - 🟡 Appointment statuses not displaying in appointments over the weekend. Resolved on Monday at 8:29am MST.

2024-04-11 - 🟡 Reminder emails not sending for some instances. Resolved at 5:32pm MST.

2024-02-15 - 🔴 SAML error 500 preventing SSO login between 2:00pm and 2:30pm MST.

2024-02-13 - 🔴 SAML errors preventing SSO login, resolved at 8:00am MST.

2024-02-12 - 🟡 Registration lists displayed when booking appointments, logging in, etc not functioning correctly starting at 2:57pm. Most issues resolved at 3:13pm MST, quick visit section selection and badge section selection resolved at 3:57pm.

2024-02-02 - 🔴 SAML SSO logins failing from 2:35pm to 2:49pm MST.

2024-01-25 - 🔴 TracCloud displaying a 503 error between 1:51pm and 2:07pm MST.

2024-01-16 - 🟡 403 Forbidden error on certain records, resolved 7:02am MST.

2024-01-04 - 🟡 403 Forbidden error on Center, Group, and Staff records from 7:40am to 8:40am MST.

2023-12-13 - 🟡 Users/kiosks being frequently logged out during system use. Resolved at 8:50am MST.

2023-12-12 - 🟠 TracCloud error 500 from 11:15 to 11:20 MST due to PHP 8.2 issue.

2023-12-07 - 🟡 TracCloud update not functioning as expected, reverted to previous version at 6:44am MST.

2023-11-27 - 🟡 Palo Alto Networks incorrectly blocked TracCloud, clients using their firewall service lost access to TracCloud until PAN whitelisted traccloud.go-redrock.com.

2023-11-02 - 🔴 TracCloud error 500 from 1:10pm to 1:50pm PST.

2023-11-01 - 🟡 TracCloud job server limitations, email address errors, and time zone issues. Resolved at 8:40am.

2023-10-31 - 🟠 TracCloud error 500 from 11:37am to 11:48am and 2:10pm to 2:15pm PST.

2023-10-27 - 🟡 TracCloud job server limitations, causing automated emails and processes to run late.

2023-10-26 - 🔴 TracCloud error 500 from 4:55pm to 5:15pm PST.

2023-10-06 - 🔴 TracCloud errors and slowness from 9:50 to 10:20am PST.

2023-10-05 - 🔴 TracCloud 500, 502, 503, 504 errors from 3:40 to 4:15pm PST.

2023-09-26 - TracCloud bad gateway error from 2:45 to 3:00pm PST.

2023-06-13 - TracCloud instances with custom URLs received error 500 from 3:15pm to 3:35pm PST.

2023-05-09 - TracCloud 503 error from 2:00pm to 2:10pm.

2023-05-08 - TracCloud slowness/errors due to failed maintenance over weekend, resolved at 1:30pm.

2022-12-05 - TracCloud connection timing out for certain ISPs due to AWS outage from 11:34 AM to 12:51 PM PST. https://health.aws.amazon.com/health/status

2022-10-18 - TracCloud running slowly due to AWS limitations. Resolved at 2:30pm MST.

2022-10-03 - TracCloud Appointment Scheduling limitations, resolved at 9:19am MST

2022-07-28 - TracCloud Down due to AWS outage from 10:11am to 11:25am MST. https://health.aws.amazon.com/health/status

2022-07-25 - TracCloud SSO limitations, resolved at 8:00am MST.
</div>
<hr>
</div>

TracCloud: What's New for 2026-07

2026-10-15T22:21:22Z

Redrock:

{{TracCloudWhatsNewTABS}}
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from July 2026</div>

<div class='center'>Several new reports, class attendance kiosks, Heatmap Generator improvements, and more in TracCloud for the month of July 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:file}} Reports
</div>
<div class="newsContent">
<big>There are several new reports available in TracCloud</big> 
:The new [[TracCloud_Report:_Appointments_by_Faculty_and_Subject|Appointments by Faculty and Subject]] report provides an appointment equivalent to [[TracCloud_Report:_Visits_by_Faculty_and_Subject|Visits by Faculty and Subject]]. This offers an easy way to send faculty personalized reports of their students' appointments, all initiated from one staff report.

:[[File:3048807.png|700px]] 

:The new [[TracCloud_Report:_Section_Schedule|Section Schedule]] report provides a method of exporting and reporting on class schedule data in TracCloud.

:The new [[TracCloud_Report:_Activity_Report_Summary|Activity Report Summary]] report provides data on [[TracCloud:_Case_Management|Case Management]] activity report custom questions.

:The new [[TracCloud_Report:_Appointment_Invites_Unbooked|Appointment Invites Unbooked]] report allows you to identify students who were sent an [[TracCloud:_Appointment_Invites|appointment invite]] but have not yet scheduled their appointment.

<big>Other Report Changes</big> 
* The [[TracCloud_Report:_Heatmap_Generator|Heatmap Generator]] now allows larger reports to be sent via email, rather than requiring more specific criteria.
* The [[TracCloud_Report:_Heatmap_Generator|Heatmap Generator]] has several more tables and presets available.
* Custom questions are now searchable in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|SAGE Referrals by ??]]
* An option to include unanswered custom questions has been added to [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|SAGE Referrals by ??]]
* The [[TracCloud_Report:_Success_Plans|Success Plans]] and [[TracCloud_Report:_Work_Plans|Work Plans]] reports now include hyperlinks to quickly open student and staff accounts respectively.
* The [[TracCloud_Report:_Class_Attendance_Summary|Class Attendance Summary]] report can now be provided to faculty (which is inherently restricted to their own sections).
* Required hours can now be added to the [[TracCloud_Report:_Class_Attendance_Summary|Class Attendance Summary]] report.
* Appointment sequence and visit sequence are now available as additional fields in the [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F|Students Visits/Appointments by ??]] report.
</div>
</div>
 
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:calendar-days}} Class Attendance
</div>
<div class="newsContent">
<big>Class Attendance Kiosk</big> 
:The [[TracCloud:_Attendance_Tracking|Attendance Tracking]] feature in TracCloud allows faculty to easily record their class attendance. In addition to the simple status-based interface, a new kiosk mode has been implemented. This allows faculty to record attendance for their classes using a kiosk-like view, which also creates regular visits for a center and reason of your choice.

:[[File:926722.png|600px]]
</div>
</div>
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:circle-info}} Additional Changes
</div>
<div class="newsContent">
* The [[TracCloud:_Staff_and_Consultants#Staff_Listing|Staff Listing]] has a new "Show These Students" option in the hamburger menu, allowing you to quickly view linked student records (based on matching username).
* A new "Notes on Search" text field has been added to [[TracCloud:_Schedule_Management|availabilities]], allowing for custom notes or instructions that appear on the search availability results screen for students.
* [[TracCloud:_SAGE|SAGE Referral Types]] can now be configured to allow document uploads within referrals.
* [[TracCloud:_SurveyTrac|Surveys]] can now be sent for asynchronous visits.
* [[TracCloud:_Appointment_Invites|Appointment invites]] can now be initiated via a Twig action in [[TracCloud:_Success_Plans|Success Plans]].
* An option to hide the System Audit widget from SysAdmins has been added to [[TracCloud_Report:_Favorites#Reports_Management|Reports Management]].
* Custom password reset instructions can now be written for [[TracCloud:_Single_Sign-On|local account logins]].
* A site map has been added to the navigation bar for improved accessibility.
* Survey responses are now shown on the [[TracCloud:_Staff_and_Consultants|staff timeline]].
* Referral types are now sorted alphabetically on the student listing and in student actions.
* The appointment expiration warning to students now shows the time in a 12-hour format (e.g., 1:23pm instead of 13:23:00).
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>
[[Category:TracCloud_Blog]]

TracCloudInternal

2026-10-15T20:54:07Z

Redrock:

<div class="tcWidgetPage">
This is a page for Redrock Staff to track articles that are (intentionally) not commonly linked to.

<div class="categoryBox">
<h2 style="margin:3px; font-size:120%; color:#8D182B; font-weight:bold;">TracCloud Hidden Documentation</h2>

[[TracCloudTechMoreImports|Additional Imports (unlisted; not recommended)]]

[[TracCloud:_ACTP_Certification_Tracking|ACTP Certification Tracking (unlisted)]]

<hr style="margin-top: 0.1em; margin-bottom: 0.1em;">
<h2 id="um-toc-hdr" style="margin:3px; font-size:120%; font-weight:bold; text-align:left; color:#7c1911; ">Public Conference Docs</h2>
[[Redrock_Conferences|Past Conferences]]

</div>

<html>
<hr>
Manually update the status page. You must be logged in for this to function.
<select id="status">
<option value="X">Select a status</option>
<option value="0">No Status/Testing</option>
<option value="1">Online</option>
<option value="2">Issues</option>
<option value="3">Down</option>
</select>

Optionally enter a custom status message
<textarea id="message" style="width: 100%; height: 50px; margin-bottom: 10px;"></textarea>

<div id="result">

</div>

<button onclick="updateStatus()">Update Status Page</button>

<script>
function updateStatus() {
document.getElementById("result").innerHTML = "Attempting to save... If you're still reading this, make sure you're logged in.";
let statusImg = document.getElementById("status").value;
let customMessage = document.getElementById("message").value;
let message = '';

if (statusImg == 'X') {
console.log('Status is X');
document.getElementById("result").innerHTML = 'Missing status, no change applied.';
return;
}

switch (statusImg) {
case '0':
statusImg = '{{StatusTesting}}';
message = 'We are currently testing the status page, a normal status will be available here soon.';
break;
case '1':
statusImg = '{{StatusAllGood}}';
message = 'TracCloud is currently online and operating normally.';
break;
case '2':
statusImg = '{{StatusIssues}}';
message = 'We are investigating possible issues and will update this page when more information is available.';
break;
case '3':
statusImg = '{{StatusDown}}';
message = 'TracCloud is currently experiencing issues. Our development team is working to resolve this as soon as possible.';
break;
}

if (customMessage) {
message = customMessage;
}

const finalMessage = `<div class='center'>${statusImg}${message}</div>{{:TracCloudStatusHistory}}`

var params = {
action: 'edit',
title: 'TracCloudStatus',
text: finalMessage,
format: 'json'
},
api = new mw.Api();

api.postWithToken( 'csrf', params ).done( function ( data ) {
console.log( data );
document.getElementById("result").innerHTML = 'The status page has been updated.';
} );
}
</script>
<hr>
</html>
</div>
__NOTOC__
__NOINDEX__

TracCloud: Custom Fields

2026-10-13T21:37:21Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudGuideGlobalTOC}}
</div>
<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 ➜ Add new field. 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. The purpose of separating these fields onto separate tabs is both for better organization of custom fields and for permissions management, as access to each of these tabs can be managed in [[TracCloud:_Permission_Groups|permission groups.]] 
::[[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 - 4 displays in separate tabs in the visit record, in a similar format to the student tabs described above. This allows you to have multiple sets of custom fields conveniently grouped together in separate spaces, rather than maintaining a long list of fields on a single tab. These tabs can be renamed in your profile's [[TracCloud:_Advanced_Preferences|advanced preferences]].
::[[File:461617.png|500px]] 

::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.
::Special queries can be used to generate a list of records in the system. Keep in mind in reports these will show the sequence numbers of the chosen option rather than the option name.
::[[File:979682.png|400px]]
::[[File:523537.png|400px]]
::{| class="wikitable"
|-
! Option !! Description
|-
| JSON:reasons?allowBlank=false&active=true&centerID=2 || A list of active reasons for center sequence 2, not including a blank option.
|-
| JSON:consultants?allowBlank=true&active=true&centerID=2 || A list of active consultants for center sequence 2, including a blank option.
|} 

* 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. 

* [Advanced] Prefix HTML
::This field allows you to add style overrides to all custom fields that appear on the same page as the one you're editing. This is typically used to change the color or style of the text, to make fields more clear or stylistically aligned with your system theme. The example below would change the label color to blue. Style overrides will not apply to fields where ''Start on a New Line'' is checked.
::<syntaxhighlight lang='html'>
<style>
div[data-customloc] label {color:blue !important;}
</style>
</syntaxhighlight>
::[[File:540591.png|400px]] 

* 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]] 

::Date/Time field provides a date and time chooser, which will store the answer as YYYY-MM-DD HH:MM:SS.
::[[File:580470.png|450px]] 

::Date field similar to above, but without the time.
::[[File:564750.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]] 

::Multi-Document is similar to the above, but allows uploading multiple documents to one field.
::[[File:460606.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]] 

</div>
<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]]

</div>
<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}}

</div>
<hr>

<div class='collapsible'>Student Field Aliases</div><div class="mw-collapsible mw-collapsed">
 

For [[TracCloud:_Recording_Visits|Visit]] and [[TracCloud:_Custom_Forms|Custom Form]] custom fields specifically, you can create an alias field that displays (and optionally allows updating) a corresponding custom field in a student record.

Take the pair of custom fields below for example. "Last_Visit_Status" is a regular custom field in the student record. "ALIAS:Last_Visit_Status" is a visit custom field that inherits the value from the student's account when you open a visit record. If you make a change to that value in the visit, it updates the student record and the visit record keeps what you entered. On future visits, any edits to this field will update the student record in the same way, but each visit will keep what was entered at the time.

If you instead want to transclude a read-only version of the custom field to the visit or custom form, you can create a custom field named "DISPLAYALIAS:ExampleFieldName". This will still show the current student record value in the visit or form, but it will not be editable from the visit/form.

[[File:405441.png|800px]]

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

* [[TracCloudGuideGlobalStudentFields|Student Entry Choices]]

* [[TracCloud:_Confirm_Bio|Confirm Bio]]

* [[TracCloudST|SurveyTrac]]

File:540591.png

2026-10-13T21:36:43Z

Redrock:

TracCloud Report: SAGE Referrals by ??

2026-10-13T21:26:36Z

Redrock:

<div class="categoryDynamic">
{{TracCloudReportTabs}}
{{TracCloudReportsModulesTOC}}
</div>
<div class="pageTitle">SAGE Referrals by ??</div>

This report provides a list of referrals submitted in the date range specified. The data is grouped by Referral Type by default, showing the student's name, referral date, the staff member who submitted the referral, and the reasons/recommendations selected. A limited version of this report can also be provided to faculty (via the [[TracCloud:_Permission_Groups|Faculty group]]) named "Faculty Referrals by ??" 

[[File:7851557.png|600px]] 

{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}

{{#lst:Template:TracCloudReportsDescriptions|ShowSummary}}

* Show Unanswered Custom Questions
::By default, only ''answered'' custom questions/answers are included in the report results (if Custom Questions is included as an additional field). This option can be checked to also include unanswered questions. The reason you may want to do this if you intend to separate the questions into separate columns outside of TracCloud (based on the delimiter chosen below), so that the data lines up across your referrals.

{{#lst:Template:TracCloudReportsDescriptions|ShowTotalsChart}}

{{#lst:Template:TracCloudReportsDescriptions|RefType_SAGERefBy}}

{{#lst:Template:TracCloudReportsDescriptions|RefStatus_SAGERefBy}}

* Reason, Recommendation, and Sequence
::Enter a specific value to only show matching referrals. 

* Custom Question/Answer
::Filter results by custom questions and answers. The expected format is "Question text - Answer." For example, if your question was "Have you contacted the student?" and you're looking for the answer "Yes," you would search for "Have you contacted the student? - Yes" in this field, or "%contacted the student%Yes" for short.

{{#lst:Template:TracCloudReportsDescriptions|RefDelimit_SAGERefBy}}

{{#lst:Template:TracCloudReportsDescriptions|RefCons_SAGERefBy}}

{{#lst:Template:TracCloudReportsDescriptions|GroupBy}}

{{#lst:Template:TracCloudReportsDescriptions|SearchGroup}}

{{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}

{{#lst:Template:TracCloudReportsDescriptions|AdditionalFieldsToShow}}

{{#lst:Template:TracCloudReportsDescriptions|OutputFormat}}

{{#lst:Template:TracCloudReportsDescriptions|DeliverToPlusFTP}}

<hr>

* Email Each Assigned Consultant or Email Each Faculty
::If your referral report is configured to group by Assigned Consultant, Profile Linked Consultant, Custom Linked Consultant, or Faculty and output as HTML, a new option will become available to email that respective user type. Profile Linked Consultant will use the student's assigned consultant as determined by your profile's [[TracCloud:_General_Profile_Options|Linked Staff to Student]] options. Custom Linked Consultant will let you choose the linking fields manually, such as for secondary advisors.

::This feature allows you to send referrals to those individuals with data relating to themselves. Send Consultant/Faculty Emails Now will immediately send these users the referrals when you generate the report, and you can write a custom email subject and body if needed. After generating the report, you can save it as a favorite and automate it to have these emails sent to consultants or faculty on a daily/weekly/monthly basis. [[TracCloudReports|More information on saving favorites and automating reports can be found here.]]
::[[File:5846838.png|600px]]

<hr>
<big>HTML</big> 
[[File:4906397.png|900px]]
 
<big>CSV</big> 
[[File:2359544.png|900px]]

[[Category:TracCloud Reports]]

TracCloud: Mail Server

2026-10-12T19:49:12Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">Configuring Mail Servers in TracCloud</div>

TracCloud allows both anonymous, non-secure SMTP commutation as well as authenticated/secure SMTP messages. Office365 and Gmail mail servers are natively supported in addition to standard SMTP servers.

Alternatively, our hosted TracCloud mail server service can be provided at an additional cost. In this case, we will provide a mail service account such as school@traccloud.com ("school" would typically be replaced by your campus domain), which will be DKIM/DMARC/SPF compliant. This will be a no-reply account for sending out emails only. Emails sent from this account will have the reply-to set as the from-email address configured in [[TracCloudGuideProfilePrefsEmails|profile prefs]]/batch email settings. Students replying to the emails should be directed to that desired address. Upon request, we can configure an auto-reply for the 'from' address to direct users to the correct address.

Basic auth/anonymous only: If you would like Redrock Software to configure these settings in TracCloud for you, please collect the information below and reach out to us at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] or [https://helpdesk.go-redrock.com submit a helpdesk ticket]. Do not send service account credentials in the message directly, these should be provided via secure message or uploaded to our SFTP server for us to retrieve.

{| class="wikitable"
|+ Our IP addresses may need to be whitelisted to allow mail to be sent
|-
| US-EAST-2 || 3.131.165.220
|-
| US-EAST-2 || 3.19.197.146
|-
| US-WEST-2 (failover region) || 44.240.53.205
|-
| US-WEST-2 (failover region) || 54.203.123.164
|}

===Modern Auth===

As basic SMTP authentication is phased out for Office 365 and Gmail, OAuth will be the primary method to authenticate TracCloud to send emails using those services. This article explains how you can setup your mail server in TracCloud using OAuth.

Start by going to Other ➜ Other Options ➜ Preferences ➜ Mail Settings, then choose the service you're using below for specific instructions.

<hr>

<div class='collapsible'>Gmail</div><div class="mw-collapsible mw-collapsed">
 

If you're using Gmail as your mail service provider, start by setting the following options.

* Mail Host Address: smtp.gmail.com
* Mail Host Port: 587
* Mail Provider: Google
* Use Modern Auth: Enabled
* Modern Auth Method: Google 

Then click ''Save and Configure'' to continue.

[[File:981651.png|800px]] 

Enter the email address you will be using.

[[File:278660.png|400px]] 

Follow the prompts to authorize TracCloud.

[[File:837225.png|800px]] 

Then click "Save." After this, TracCloud will briefly open a splash page as it saves the token, and then you're all set. TracCloud should be able to successfully send emails now.

[[File:613906.png|400px]]

</div>
<hr>

<div class='collapsible'>Office 365</div><div class="mw-collapsible mw-collapsed">
 

If you're using Office 365 as your mail service provider, start by setting the following options.

* Mail Host Address: smtp.office365.com
* Mail Host Port: 465
* Mail Provider: Office 365
* Use Modern Auth: Enabled
* Modern Auth Method: Microsoft (Work)
* Tenant ID: [Enter your tenant ID here]
* Use the least-privilege Microsoft app: Enabled
* Also create calendar events for appointment invites: Enabled 

Then click ''Save and Configure'' to continue.

[[File:881185.png|700px]] 

Enter the email address you will be using. The email address you send from must be a valid user account. Follow the prompts to authorize the TracCloud app.

[[File:278660.png|400px]] 

Then click "Save." After this, TracCloud will briefly open a splash page as it saves the token, and then you're all set. TracCloud should be able to successfully send emails now.

[[File:613906.png|400px]]

</div>
<hr>

==Basic Auth or Anonymous==

If your mail server/email provider does not support OAuth, basic auth is still supported. Go to Other ➜ Other Options ➜ Preferences ➜ Mail Settings.

[[File:6824929.png|850px]] 

<div style="float:left; min-width: 50%">
* Mail Host Address
::The IP/address of your mail server. Office365: smtp.office365.com (typically) Gmail: smtp.gmail.com 

* Mail Provider
::Office365: Office 365 Gmail: Gmail Anything else: Other 
</div>
<div style="float:right; min-width: 50%">
* Mail Host Port
::The port number of your mail server. Office365: 587 Gmail: 587 

* Use STARTTLS & Use TLS
::Additional security options, typically enabled. Office365: Both enabled Gmail: Both enabled 
</div>

* Service Account Credentials
::These are the credentials TracCloud will use to log into your mail server. Use Password and Use Username should be enabled if these credentials need to be utilized.

* Override "From:" email address
::TracCloud is capable of sending mail from more than one address. For example, a confirmation email might come from a noreply email, while a consultant emailing a student could come from the consultant's personal/work email. This option is typically left blank, but in the event that your mail server can only send from one address or you want to prevent spam/phishing from users potentially sending on behalf of others, this can be used to override everything else. If you are using Office 365 or the hosted Redrock mail server, this is not an option. All emails will be sent from the service account email address in this case to comply with specific email requirements. When certain emails are sent to individual students, the reply to address can still differ.

* "From:" Name Format
::This will be the name of the sender. Typically Campus (e.g., Redrock University), but can also be set to Profile (e.g., Advising), etc.

* Test Email Recipient
::After filling out the rest of your mail settings, put your personal address here and click 'Test Mailserver.' If the configuration is correct, you will receive a test email, if not, a warning will appear giving some information on a possible issue.

* Default From Address Options
::This is related to system functionality rather than mail server setup. This determines the default "from" address when sending batch emails to students (the current user's address, the profile address, or the campus address).

If you're having any trouble with these settings, 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 helpdesk ticket]. For more information on configuring automated email content, see our [[TracCloudGuideProfilePrefsEmails|Profile Prefs Guide]].

[[Category:TracCloud Manual]]

TracCloud: Custom Fields

2026-10-09T23:37:49Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudGuideGlobalTOC}}
</div>
<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 ➜ Add new field. 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. The purpose of separating these fields onto separate tabs is both for better organization of custom fields and for permissions management, as access to each of these tabs can be managed in [[TracCloud:_Permission_Groups|permission groups.]] 
::[[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 - 4 displays in separate tabs in the visit record, in a similar format to the student tabs described above. This allows you to have multiple sets of custom fields conveniently grouped together in separate spaces, rather than maintaining a long list of fields on a single tab. These tabs can be renamed in your profile's [[TracCloud:_Advanced_Preferences|advanced preferences]].
::[[File:461617.png|500px]] 

::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.
::Special queries can be used to generate a list of records in the system. Keep in mind in reports these will show the sequence numbers of the chosen option rather than the option name.
::[[File:979682.png|400px]]
::[[File:523537.png|400px]]
::{| class="wikitable"
|-
! Option !! Description
|-
| JSON:reasons?allowBlank=false&active=true&centerID=2 || A list of active reasons for center sequence 2, not including a blank option.
|-
| JSON:consultants?allowBlank=true&active=true&centerID=2 || A list of active consultants for center sequence 2, including a blank option.
|} 

* 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]] 

::Date/Time field provides a date and time chooser, which will store the answer as YYYY-MM-DD HH:MM:SS.
::[[File:580470.png|450px]] 

::Date field similar to above, but without the time.
::[[File:564750.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]] 

::Multi-Document is similar to the above, but allows uploading multiple documents to one field.
::[[File:460606.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]] 

</div>
<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]]

</div>
<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}}

</div>
<hr>

<div class='collapsible'>Student Field Aliases</div><div class="mw-collapsible mw-collapsed">
 

For [[TracCloud:_Recording_Visits|Visit]] and [[TracCloud:_Custom_Forms|Custom Form]] custom fields specifically, you can create an alias field that displays (and optionally allows updating) a corresponding custom field in a student record.

Take the pair of custom fields below for example. "Last_Visit_Status" is a regular custom field in the student record. "ALIAS:Last_Visit_Status" is a visit custom field that inherits the value from the student's account when you open a visit record. If you make a change to that value in the visit, it updates the student record and the visit record keeps what you entered. On future visits, any edits to this field will update the student record in the same way, but each visit will keep what was entered at the time.

If you instead want to transclude a read-only version of the custom field to the visit or custom form, you can create a custom field named "DISPLAYALIAS:ExampleFieldName". This will still show the current student record value in the visit or form, but it will not be editable from the visit/form.

[[File:405441.png|800px]]

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

* [[TracCloudGuideGlobalStudentFields|Student Entry Choices]]

* [[TracCloud:_Confirm_Bio|Confirm Bio]]

* [[TracCloudST|SurveyTrac]]

File:523537.png

2026-10-09T23:27:29Z

Redrock:

File:979682.png

2026-10-09T23:27:07Z

Redrock:

File:333670.png

2026-10-09T23:26:00Z

Redrock:

TracCloud: Single Sign-On

2026-10-08T22:00:29Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">TracCloud Single Sign-on Configuration</div>

TracCloud supports SAML, CAS, and LDAP for user authentication. Information on each of these options is available below. We can be reached at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

===With Redrock Software Assistance===

====SAML====
::To setup SAML or Shibboleth authentication, the following steps will need to be completed. At least one of the attributes being sent must match the contents of the username field in TracCloud, typically the first part of the email address. We can also use ID number, full email address, or other unique identifiers, but handle/username is preferred. Single logout (SLO) must be enabled for security purposes. Only SP Initiated sign-ins are supported, IDP initiated sign-ins are not supported at this time.

::Relay State URL should be left blank.

::1. Install our Metadata

:::Available here: https://sso.trac.cloud/simplesaml/module.php/saml/sp/metadata.php/trac5-saml

::2. Send us your Metadata

:::Either a URL or an XML file.

::3. Send us a test account

:::This makes implementing SAML on your system significantly faster, but isn't required.

====CAS====
::To setup CAS authentication:

::1. Add Redrock as an authorized service
:::Here is our URL: https://sso.trac.cloud/cas_return.php

::2. Send us your CAS settings
:::*CAS Login URL
:::*CAS Validate URL
:::*CAS Logout URL

====LDAP====
::To setup LDAP authentication:

::1. Send us your LDAP settings
:::*Server Address
:::*Port Number
:::*Service account name (if applicable)
:::*Service account password (if applicable)
:::*Base DN

::Multiple base DN searches can be performed if needed.

====OIDC====

::OIDC support is currently in beta. Documentation on this option will be added later.

<hr>
===Without Redrock Software Assistance===

If you're comfortable applying changes here and already have the information above, you can put these settings in place with any SysAdmin account. If you're having any trouble with these settings, 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 helpdesk ticket]. LDAP currently requires additional configuration not available to non-Redrock accounts, reach out to us directly if you plan on using LDAP.
<HR>
<div class='collapsible'>Local Account Settings</div><div class="mw-collapsible mw-collapsed"> 
Other ➜ Other Options ➜ Preferences ➜ Login & Security Settings ➜ Local Account Settings.
<div class='scrollImage'>
[[File:973763.png|800px]]
</div>

While it is recommended to use single sign-on instead, local accounts are still available if needed. This menu contains a few options for setting password strength requirements, auto lockouts after failed logins, and authentication order.

Additionally, you can choose if students or staff are allowed to reset their own password on the local account login screen. If allowed, you can set custom text in the reset message box (although it is recommended to leave this blank). An example custom message can be found below.

<syntaxhighlight lang='html'>
Need to reset your password? <a id="forgotStaffPWBtn" role="button" class="btn btn-default" href="javascript:sendStaffResetCode();">Click here.</a>
</syntaxhighlight>

</div>
<HR>
<div class='collapsible'>SAML Configuration</div><div class="mw-collapsible mw-collapsed"> 
Other ➜ Other Options ➜ Preferences ➜ Login & Security Settings ➜ SAML.
[[File:8589517.png|800px]]

<big>1. Install our Metadata</big>
::Redrock Metadata: https://sso.trac.cloud/simplesaml/module.php/saml/sp/metadata.php/trac5-saml 

<big>2. Fill out SAML settings</big>

:* Trac Return URL
:::"<nowiki>https://traccloud.go-redrock.com/campuscode/trac/ajax.php?proc=sso_validate</nowiki>"
:::Replace 'campus code' with your campus code, as seen in your URL. Otherwise static. Must be lowercase.
::If using a custom URL, use that in place of traccloud.go-redrock.com/campuscode

:* SAML Relay URL
:::"<nowiki>https://saml2.go-redrock.com/relay.php</nowiki>"
:::This is static and never changes.

:* Authentication Order
:::Your staff may have more than one account type in TracCloud. You can use the "Authentication Order" preference to determine which account type authenticates first.

:* Install your Metadata in the Primary Metadata field
:::[[File:2807471.png|500px]]
:::After submitting, your Entity ID field will be populated automatically.
:::In the event that duel tenant authentication is required (e.g., one metadata file for staff, another for students), you will simply need to add the additional metadata links/files to the secondary/tertiary fields as needed. Users would then navigate the relevant URL in order to login, shown below. Replace with your campus URL as needed.

:::Primary metadata would be used if accessing the system at:
:::https://traccloud.go-redrock.com/demo/trac/index.php?saml_mt=1

:::Secondary metadata would be used if accessing the system at:
:::https://traccloud.go-redrock.com/demo/trac/index.php?saml_mt=2

:::Tertiary metadata would be used if accessing the system at:
:::https://traccloud.go-redrock.com/demo/trac/index.php?saml_mt=3

<big>3. Retrieve your attributes</big>
:[[File:6978515.png|500px]]
:Navigate to the provided URL in a Private/Incognito browser and login, you will be provided with a list of attributes and their value for the account that you used. Find the attribute that works for your system (e.g., first part of email address) and copy the name of that attribute into the "Attribute containing unique ID" field in TracCloud. This will need to correspond to the Username fields of accounts in the system. 

<big>4. Enable SAML</big>
:Enable the toggle option in the top-right corner of your SAML window to enable SAML authentication for future logins.
:[[File:75kj5yh56j56kj5ryh.png|800px]] 

</div>
<HR>
<div class='collapsible'>CAS Configuration</div><div class="mw-collapsible mw-collapsed"> 

Other ➜ Other Options ➜ Preferences ➜ Login & Security Settings ➜ CAS.
[[File:6231962.png|800px]]
 
<big>1. Add Redrock as an authorized service</big>
:Here is our URL: https://sso.trac.cloud/cas_return.php

<big>2. Fill out CAS settings</big>
:* CAS Relay URL
:::"<nowiki>https://sso.trac.cloud/relay.php</nowiki>"
:::This value is static and should not be changed.

:* Ticket URL
:::Place your CAS Login URL here.

:* Ticket Param
:::Typically "ticket"

:*Validate URL
:::Place your CAS Validate URL here.

:*CAS Version
:::Typically "2.0" for an XML response. Use 1.0 for a plain text response.

:*User Name Attribute
:::Typically "cas:user"

:*Trac Return URL
:::Place your CAS Logout URL here.

:* Deauth when visiting KIOSK
:::Kiosks are typically student-facing. If this is checked, it ends the SSO session to prevent a user from navigating to other campus services or even logging back into TracCloud.

<big>3. Enable CAS</big>
:Enable the toggle option in the top-right corner of your CAS window to enable CAS authentication for future logins.
:[[File:J54yh545m56j5j.png|800px]]
</div>
<HR>
<div class='collapsible'>LDAP Configuration</div><div class="mw-collapsible mw-collapsed"> 

Other ➜ Other Options ➜ Preferences ➜ Login & Security Settings ➜ LDAP.

[[File:407981.png|800px]]
 

* '''Server Address'''
: The address of your LDAP server.

* '''Port'''
: Typically 389 for non-secure LDAP, or 636 for secure LDAPS.

* '''Timeout'''
: Typically set to 30.

* '''Uses Service Account''' and '''Name/Password'''
: If this is a double-bind configuration where a service account needs to perform account look-ups, check this box and enter the credentials for the account.

* '''Prepend/Append to Username for Matching'''
: When someone enters their username to login, that username will be used for the account lookup (as opposed to SAML where additional attributes could be passed in the background). If accounts are stored with a prefix/suffix that will not be entered by the user, these fields can be used. For example, if "dsmith" is logging in, but their account is stored as "campus\dsmith", you would put "campus\" in the prepend field.

* '''Authentication order'''
: Choose the order accounts are authenticated in.

* '''Student/Staff/Faculty field containing unique ID'''
: Choose the field to match the username to, typically UserName.

* '''LDAP field containing unique ID'''
: The LDAP attribute, typically sAMAccountName.

* '''LDAP Account Search Options'''
: These are the fields where you will specify the base DNs to search in. For example, one base DN may contain students, while another may contain staff/faculty. Choose which accounts to check for in each DN, then enter the base DN into the text field below. You can perform up to three searches.

* '''Search filter'''
: Common values are (objectClass=user), (memberOf=example), or (cn=NOTAUSER)
</div>
<HR>
<div class='collapsible'>Additional Login/Logout Settings</div><div class="mw-collapsible mw-collapsed"> 

After setting up the SSO protocol, there are a few optional settings to configure, detailed below.

[[File:1811987.png|800px]] 

* Log Off Redirect URL
: This is the URL that users will be taken to when logging out of TracCloud, typically used to redirect users to a page that ends their single sign-on session.

* Custom "No Access" Page URL
: By default, if a user attempts to access a page that they don't have access to, a generic "Access Denied" page will display from TracCloud. If you would prefer to override this with a different page, enter that URL here.

* Block SSO users from kiosk
: If enabled, anyone who logs in via SSO will not be allowed to open student-facing kiosks. This should only be enabled if your single sign-on service doesn't support single logout, otherwise if a user opens a kiosk, their campus account will still be logged in.

* Prevent Automatic Redirection on Index Page
: With the exception of LDAP, enabling any SSO will cause your regular TracCloud link to redirect through your single sign-on login page. If this box is checked, that will be prevented. This is typically not recommended.

* Activation Session Expiration
: Automatically log users out after a period of inactivity. By default, logins are valid for the duration of the browser session.

</div>
<hr>

[[Category:TracCloud Manual]]

File:407981.png

2026-10-08T21:53:50Z

Redrock:

TracCloud: Single Sign-On

2026-10-08T17:50:25Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">TracCloud Single Sign-on Configuration</div>

TracCloud supports SAML, CAS, and LDAP for user authentication. Information on each of these options is available below. We can be reached at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

===With Redrock Software Assistance===

====SAML====
::To setup SAML or Shibboleth authentication, the following steps will need to be completed. At least one of the attributes being sent must match the contents of the username field in TracCloud, typically the first part of the email address. We can also use ID number, full email address, or other unique identifiers, but handle/username is preferred. Single logout (SLO) must be enabled for security purposes. Only SP Initiated sign-ins are supported, IDP initiated sign-ins are not supported at this time.

::Relay State URL should be left blank.

::1. Install our Metadata

:::Available here: https://sso.trac.cloud/simplesaml/module.php/saml/sp/metadata.php/trac5-saml

::2. Send us your Metadata

:::Either a URL or an XML file.

::3. Send us a test account

:::This makes implementing SAML on your system significantly faster, but isn't required.

====CAS====
::To setup CAS authentication:

::1. Add Redrock as an authorized service
:::Here is our URL: https://sso.trac.cloud/cas_return.php

::2. Send us your CAS settings
:::*CAS Login URL
:::*CAS Validate URL
:::*CAS Logout URL

====LDAP====
::To setup LDAP authentication:

::1. Send us your LDAP settings
:::*Server Address
:::*Port Number
:::*Service account name (if applicable)
:::*Service account password (if applicable)
:::*Base DN

::Multiple base DN searches can be performed if needed.

====OIDC====

::OIDC support is currently in beta. Documentation on this option will be added later.

<hr>
===Without Redrock Software Assistance===

If you're comfortable applying changes here and already have the information above, you can put these settings in place with any SysAdmin account. If you're having any trouble with these settings, 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 helpdesk ticket]. LDAP currently requires additional configuration not available to non-Redrock accounts, reach out to us directly if you plan on using LDAP.
<HR>
<div class='collapsible'>Local Account Settings</div><div class="mw-collapsible mw-collapsed"> 
Other ➜ Other Options ➜ Preferences ➜ Login & Security Settings ➜ Local Account Settings.
<div class='scrollImage'>
[[File:973763.png|800px]]
</div>

While it is recommended to use single sign-on instead, local accounts are still available if needed. This menu contains a few options for setting password strength requirements, auto lockouts after failed logins, and authentication order.

Additionally, you can choose if students or staff are allowed to reset their own password on the local account login screen. If allowed, you can set custom text in the reset message box (although it is recommended to leave this blank). An example custom message can be found below.

<syntaxhighlight lang='html'>
Need to reset your password? <a id="forgotStaffPWBtn" role="button" class="btn btn-default" href="javascript:sendStaffResetCode();">Click here.</a>
</syntaxhighlight>

</div>
<HR>
<div class='collapsible'>SAML Configuration</div><div class="mw-collapsible mw-collapsed"> 
Other ➜ Other Options ➜ Preferences ➜ Login & Security Settings ➜ SAML.
[[File:8589517.png|800px]]

<big>1. Install our Metadata</big>
::Redrock Metadata: https://sso.trac.cloud/simplesaml/module.php/saml/sp/metadata.php/trac5-saml 

<big>2. Fill out SAML settings</big>

:* Trac Return URL
:::"<nowiki>https://traccloud.go-redrock.com/campuscode/trac/ajax.php?proc=sso_validate</nowiki>"
:::Replace 'campus code' with your campus code, as seen in your URL. Otherwise static. Must be lowercase.
::If using a custom URL, use that in place of traccloud.go-redrock.com/campuscode

:* SAML Relay URL
:::"<nowiki>https://saml2.go-redrock.com/relay.php</nowiki>"
:::This is static and never changes.

:* Authentication Order
:::Your staff may have more than one account type in TracCloud. You can use the "Authentication Order" preference to determine which account type authenticates first.

:* Install your Metadata in the Primary Metadata field
:::[[File:2807471.png|500px]]
:::After submitting, your Entity ID field will be populated automatically.
:::In the event that duel tenant authentication is required (e.g., one metadata file for staff, another for students), you will simply need to add the additional metadata links/files to the secondary/tertiary fields as needed. Users would then navigate the relevant URL in order to login, shown below. Replace with your campus URL as needed.

:::Primary metadata would be used if accessing the system at:
:::https://traccloud.go-redrock.com/demo/trac/index.php?saml_mt=1

:::Secondary metadata would be used if accessing the system at:
:::https://traccloud.go-redrock.com/demo/trac/index.php?saml_mt=2

:::Tertiary metadata would be used if accessing the system at:
:::https://traccloud.go-redrock.com/demo/trac/index.php?saml_mt=3

<big>3. Retrieve your attributes</big>
:[[File:6978515.png|500px]]
:Navigate to the provided URL in a Private/Incognito browser and login, you will be provided with a list of attributes and their value for the account that you used. Find the attribute that works for your system (e.g., first part of email address) and copy the name of that attribute into the "Attribute containing unique ID" field in TracCloud. This will need to correspond to the Username fields of accounts in the system. 

<big>4. Enable SAML</big>
:Enable the toggle option in the top-right corner of your SAML window to enable SAML authentication for future logins.
:[[File:75kj5yh56j56kj5ryh.png|800px]] 

</div>
<HR>
<div class='collapsible'>CAS Configuration</div><div class="mw-collapsible mw-collapsed"> 

Other ➜ Other Options ➜ Preferences ➜ Login & Security Settings ➜ CAS.
[[File:6231962.png|800px]]
 
<big>1. Add Redrock as an authorized service</big>
:Here is our URL: https://sso.trac.cloud/cas_return.php

<big>2. Fill out CAS settings</big>
:* CAS Relay URL
:::"<nowiki>https://sso.trac.cloud/relay.php</nowiki>"
:::This value is static and should not be changed.

:* Ticket URL
:::Place your CAS Login URL here.

:* Ticket Param
:::Typically "ticket"

:*Validate URL
:::Place your CAS Validate URL here.

:*CAS Version
:::Typically "2.0" for an XML response. Use 1.0 for a plain text response.

:*User Name Attribute
:::Typically "cas:user"

:*Trac Return URL
:::Place your CAS Logout URL here.

:* Deauth when visiting KIOSK
:::Kiosks are typically student-facing. If this is checked, it ends the SSO session to prevent a user from navigating to other campus services or even logging back into TracCloud.

<big>3. Enable CAS</big>
:Enable the toggle option in the top-right corner of your CAS window to enable CAS authentication for future logins.
:[[File:J54yh545m56j5j.png|800px]]
</div>
<HR>
<div class='collapsible'>Additional Login/Logout Settings</div><div class="mw-collapsible mw-collapsed"> 

After setting up the SSO protocol, there are a few optional settings to configure, detailed below.

[[File:1811987.png|800px]] 

* Log Off Redirect URL
::This is the URL that users will be taken to when logging out of TracCloud, typically used to redirect users to a page that ends their single sign-on session. 

* Custom "No Access" Page URL
::By default, if a user attempts to access a page that they don't have access to, a generic "Access Denied" page will display from TracCloud. If you would prefer to override this with a different page, enter that URL here. 

* Block SSO users from kiosk
::If enabled, anyone who logs in via SSO will not be allowed to open student-facing kiosks. This should only be enabled if your single sign-on service doesn't support single logout, otherwise if a user opens a kiosk, their campus account will still be logged in. 

* Prevent Automatic Redirection on Index Page
::With the exception of LDAP, enabling any SSO will cause your regular TracCloud link to redirect through your single sign-on login page. If this box is checked, that will be prevented. This is typically not recommended. 

* Activation Session Expiration
::Automatically log users out after a period of inactivity. By default, logins are valid for the duration of the browser session.

</div>
<hr>

[[Category:TracCloud Manual]]

TracCloudChangelog

2026-10-07T09:00:02Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.4.22] 2026-10-02
Added
 - Added the On Course List search option to the Logins by Hour by Day of Week report and the Attendance by Hour report (#3262)
 - Added the ability to use twig in staff confirm bio (#3244)
 - Added the ability to treat stacked availabilities as duplicate availabilities in the Appointment/Visit Utilization - Report (#3237)
 - Added report additional search option of searching date ranges for date-type custom fields (#3293)
 - Added the ability to hide widgets from student dashboards without needed to hide them globally (#3282)
 - Added to the Registrations by ?? report the additional field Section Schedule (#3335)
 - Added to the SI Comparison report an option to report on grade data stored in registration custom fields, such as MidTerm (#3331)

Changed
 - Changed the input field for the AvailBlock status from a text field to a dropdown menu populated by the profile prefs (#3259)
 - Improved KIOSK Search results. Limits number of students shown, loads less images immediately, and honors the 'Hide student photo' Group preference (#3275)
 - Reports that send emails to faculty or staff now allow HTML in the email body (script tags are removed)
 - For security, script tags are now removed from text saved in records and in profile settings
 - Increased the maximum length of a staff member's online meeting link from 512 to 4,096 characters
 - The daily duplicate student audit no longer flags prospective students as duplicates
 - If an appointment booking does not complete, the consultant's time is now released after 30 seconds instead of 5 minutes
 - Improved speed and reduced database load for appointment and availability searches, KIOSK student search, student imports, watch list updates, and specialty updates after saving course lists and centers

Fixed
 - Fixed an issue with faculty-created batch referrals not populating the roster course, and when creating a single referral, selecting a subject should only show the logged-in faculty's sections (#3277)
 - Fixed Max Appointment Rules editing: an invalid rule is rejected with a message instead of being saved, and rules saved before that check existed stay editable (#3255)
 - Fixed faculty's view of student record, registrations tab now only shows registrations connected to the logged-in faculty
 - Fixed an issue with not being able to save a visit if in waiting status (no Time In set yet) (#3273)
 - Fixed an issue where students at a KIOSK could make an appointment even during a break in an availblock (#3129)
 - Fixed issue with incorrect tool menu showing up when hovering over an avail block with an appointment in the schedule when more than one avail block were in a row (#3140)
 - Fixed an issue where consultants cancelling appointments from dashboard within the "no cancellation within" pref time were being marked as "Cancelled - MISSED" (#3139)
 - Fixed an issue with KIOSK logout that could potentially send duplicate post-visit and/or survey emails (#3284)
 - Fixed an issue where the Custom Field name was not required to create a new custom field (#3260)
 - Fixed an issue with stacked availabilities on schedule where after changing the selected center, the reasons would not update (#3238)
 - Fixed Workshops scan student for attendance, if student isn't already enrolled, ad hoc enrollment and marking as attended now works (#3287)
 - Fixed students incorrectly being propted with confirm bio in kiosk when setting explicitly states not to (#3286)
 - Fixed an issue where Custom Form Responses were not saving the Assigned To Names upon creation or saving (#3289)
 - Fixed appointment invite awaiting approval status clearing out when a faculty saves the record (#3172)
 - Fixed an issue with saving custom KIOSKs if a consultant course list is assigned (#3301)
 - Fixed an issue where widgets with a Specific Center applied would not populate the list of consultants (#3283)
 - Fixed an issue when exporting a report to the FTP server, to use the favorite report title as the file name (#3302)
 - Fixed an issue with schedule center access of "Search Availability Only" preventing saving appointments booked through the dashboard widget (#3303)
 - Fixed in-person group availability timeslots on the schedule showing the online icon; the icon now also updates when an online appointment is booked (#3145)
 - Fixed double-tapping Continue during a batch visit QR code login showing a "student already logged in" error (#3272)
 - Fixed the page locking up after changing the subject of an in-progress Q2 visit (#3239)
 - Fixed emails sometimes not sending through smtp-relay.gmail.com; emails that could not connect are now retried (#3271)
 - Fixed emails not sending, from 2026-09-26, for campuses that send through smtp.gmail.com with a username and app password
 - Fixed emails failing to send for campuses connected to Microsoft 365 through the delegated Microsoft app; when calendar access is granted, appointment invitations are now added as calendar events
 - Fixed the Search Availability Widget preference option of "Hide On Dashboard" so it works as intended (#3280)
 - Calendar feed subscriptions (the ICS links staff and students add to Outlook, Google, or Apple Calendar) returned an error instead of appointments since 1.4.10. The feed is fetched without a login, and the appointment renderer rejected the login-less user's empty group preferences. Feeds render again; the links still work without signing in.
 - Fixed the scheduled reset of static KIOSK QR codes not running
 - Fixed the Faculty Email and Faculty Appointment Email reports ignoring the order chosen for additional fields
 - Fixed the SAGE referral snapshot report failing on referrals that have no linked student
 - Fixed the EAB/Navigate360 visit export: files now upload in the Navigate360 V3 visit format, rows with invalid fields are rejected before upload, a failed upload is kept and sent again on the next run, and the EAB test upload reports each failed step
 - Fixed the Log Listing prospective student button appearing when the Prospective Students module is not active or the profile setting does not allow it
 - Fixed specialty recalculation failing when a linked course list had been deleted
 - Fixed intermittent errors with multi-value custom fields, custom fields that have no Field Name, report CSV exports with empty cells or duration totals, appointment and survey workflows with blank optional data, and after a dropped cache connection
 - Fixed an issue of the Missed Appointment process sometimes incorrectly setting appointment status to Blocked if a reserved block is near the appointment (#3279)

<hr> [1.4.18] 2026-09-17
Added

Changed
 - Auto-logout cron: a visit that crossed its auto-logout or notification threshold more than a day ago is still logged out or marked as notified, but no post-visit survey or "still in center" email is sent for it

Fixed
 - Fixed the automatic visit logout and overdue-visit notification cron stopping for a whole campus whenever an open visit had no student or no consultant selected (affected 17 campuses since 1.4.15)
 - Fixed issue of popfield search results extending beyond the bottom of the screen and not being scrollable (#3212)
 - Fixed canceling the confirm bio prompt preventing the terms and conditions prompt from appearing (#3268)
 - Fixed an issue of Max Appointment Rules not displaying if a rule contained invalid settings (#3255)

<hr> [1.4.17a] 2026-09-16
Fixed
 - Notifications cron: filter by alert-enabled notification types again so the Notifications read uses its index instead of scanning every row on every campus every 2 minutes (database overload on 2026-09-16)

<hr> [1.4.17] 2026-09-16
Added
 - Added a weekly cron script that prunes the specialties of inactive staff

Fixed
 - Fixed creating a new search availability badge failing with an access denied error (#3265)
 - Fixed issue of not being able to exclude a consultant courselist within an existing courselist (#3266)

<hr> [1.4.16] 2026-09-15
Added
 - Added a records-needing-attention listing to the EAB/Navigate360 visit export, grouped by problem with inline Save and re-check, so data problems are caught before wrong visits are uploaded
 - Added an option in Mail Settings to connect Microsoft 365 through the least-privilege (delegated-only) Microsoft app; 1.4.16a adds the Microsoft identity association file the integration requires

Changed
 - Removed the unique index on student term data added in 1.4.10, along with the de-duplication step that came with it

Fixed
 - Fixed ongoing visits displaying as "null" in the student timeline (#3248)
 - Fixed the EAB visit export ignoring the built-in EAB Course Name field, and the campus logo size in the EAB alert email

<hr> [1.4.15j] 2026-09-14
Hotfix series 1.4.15a through 1.4.15j (2026-09-09 to 2026-09-14), correcting regressions introduced by 1.4.15's stricter input validation and access checks.
Fixed
 - Fixed a sign-in loop, including SSO sign-in, caused by a failed session rotation
 - Fixed students not being able to book appointments in Search Availability Only centers
 - Fixed staff not being able to edit appointments
 - Fixed saving a visit that is still in progress (no time out or duration yet) being rejected
 - Fixed automatic visit logout and overdue-visit notifications not running
 - Fixed missed-appointment processing stopping on appointments with no linked visit
 - Fixed terms with no active date range failing to load
 - Fixed Super Profile Admins being moved off their own group at login
 - Fixed responding to a notification failing with an error
 - Fixed Center deletion and two listings being blocked by access checks that could never pass
 - Restored the kiosk, anonymous and QR-code entry points blocked by the July security gate changes
 - Fixed saving Search Appointment Link records (appointment QR codes) (#3252)
 - Fixed the Max Appointment Rule not being applied (#3255)
 - Fixed a blank required field in an import file failing the whole import; the row is now skipped and the import continues (#3256)
 - Fixed spaces being trimmed from course fields on save (#3257)
 - Fixed the Consultant Non-Duplicated Visit Time report failing with an error 500 (#3261)
 - Fixed adding a consultant course list to an existing course list, where the preview/edit window did not work (#3234)
 - Fixed the referral type drop-down on the dashboard being cut off (#3253)
 - Expired appointment holds no longer count against booking limits
 - Reverted the Payroll report to its early July version after recent updates caused errors

<hr> [1.4.15] 2026-09-09
Added
 - Added grouping options to the Appointments/Visits Utilization report (#3171)
 - Added Push Button Radio custom field implementation into reports additional search (#3226)
 - Added Appointment Availability Utilization Summary report (#3147)
 - Added a Hybrid option for workshops, allowing each student to be enrolled for in-person or online (#3184)

Changed

Fixed
 - Fixed Referrals by Student and Appointments/Visits when searching Student List in additional search (#3214)
 - Fixed availability subject box drop down alignment as well as the 'load more...' function for said lists (#3220)
 - Fixed report modal issue if From and/or To time fields are blank which prevented the report from running (#3224)
 - Fixed an issue with new saved favorite reports not saving properly
 - Fixed Appointments/Visits Utilization Report failing on SubSpec additional search (#3236)
 - Workshop Student Enrollment options now appear even if a self-enrollment QR code has not been generated (#3233)

<hr> [1.4.6] 2026-08-21
Added
 - Added an option in the SAGE Referrals by ?? report to show unanswered custom questions (#3182)
 - Numerous back-end improvements to the TracCloud engine, for details see: <a target="_blank" href="https://wiki.go-redrock.com/index.php/TracCloud:_Release_Notes_for_2026-07">wiki.go-redrock.com/index.php/TracCloud:_Release_Notes_for_2026-07</a>
 - Added Surveys on the staff Timeline to shows surveys directed to the staff/consultant (#3154)
 - Added Show these Students... (based on matching username) to the Staff listing menu
 - Added campus override functions for dissertation scheduling confirmation emails
 - Added to the Class Attendance Summary report the option to view section required hours compared to attendance data (requires a section custom field containing the required hours value) (#3163)
 - Added createAppointmentInvite to createResultAction twig function for Success Plan steps
 - Added an option in the SAGE Referrals by ?? report to search by custom questions / answers
 - Added a new report, Section Schedule, in the Management category (#3162)
 - Added to the Students Visits/Appointments by ?? report, appointment sequence and visit sequence as additional fields to show
 - Added links in the Success Plans and Work Plans reports to open the student/staff records by clicking on their names (#3185)
 - Added a new report, Appointments by Faculty and Subject, in the Management category - like the Visits by Faculty and Subject report, each faculty can be emailed their part of the report (#3186)
 - Added a new report, Appointment Invites Unbooked, in the Scheduling category
 - Added an option to allow uploading a document in SAGE referrals (#3181)
 - Added a way to display availability notes onsearch availability display (#3180)
 - Added street address to the Students listing search options (#3189)
 - Added Has Document as an additional field to show in the SAGE Referrals by ?? report (#3181)
 - Added to the Visits by ?? report an option to group by student Other Status
 - Added implementation of Asynchronous Appointment name override on the dashboard scheduling widgets (#3208)
 - Added Hired Date as a searchable field on the staff listing (#3192)
 - Added the option to Use Current List of Staff on the User Detail report when on the staff listing (#3207)
 - Added the option on many report modals with "Additional fields to show" to reorder the fields by dragging
 - Added a SurveyTrac option for Notify Results Email, to use the twig tag {{Response.Link}} to provide a link in the email body to open the survey response in TracCloud (#3210)
 - Added the Use Current List of Staff Records option to the following consultant-related reports: Consultant Certifications, Consultant Specialties, Consultant Additional Detail Listing, and Payroll

Changed
 - Removed the preview option from tiny edit editor
 - If the Heatmap Generator settings result in too much data for screen output, the report can be sent via email
 - When adding a new Completed Action in a referral, the Completed by field is pre-populated with the user's name (#3205)

Fixed
 - Fixed Registrations table access group permissions on student record Actions menu, Register this Student option (#3177)
 - Fixed issue in SAGE Referrals by ?? report related to line breaks in custom questions preventing complete data output
 - Fixed the sorting of referral types on student listing (sort by referral type name) (#3187)
 - Fixed the issue with adding students to static list not working (#3188)
 - Fixed an issue with custom fields not saving data with preceding 0's (#3190)
 - Fixed an issue on search avilability widget linked to inactive centers where there is a linked courselist (#3193)
 - Fixed an issue with displaying phone as an option for default modality (#3194)
 - Fixed an issue with multi-slot group availabilities when "First booked appt determines online / in person for that time slot for all days" is checked, sometimes limiting following slots to just online or in-person depending on appointment made on a previous slot (#3173)
 - Fixed the work reason log out method of Auto Logout Immediately (#3211)
 - Fixed an issue where if a record entry is closed before saving, and if a browser prompt appears prompting to leave the page or stay on the page, staying on the page wouldn't allow further editing (#3213)

<hr> [1.4.3] 2026-07-13
Added
 - Added Analysis Reports to Case Management
 - Added ability to post a notification on Q2 Visit start
 - Added option to trim the time for excessively long Q2 visits
 - Send an email notification when a Q2 visit is started but not concluded
 - Added multi-document field to the custom field types
 - Added a List Students button on the Success Plan Steps report to open the student listing showing students from the report (#3101)
 - Added a List Staff button on the Work Plan Steps report to open the staff listing showing staff from the report (#3101)
 - Added a SurveyTrac option, Do not record a blank response, such that if a survey is left unanswered when submitted, no response data will be recorded (#3155)
 - Added a new Case Management report, Activity Report Listing
 - Added the ability to search appointment invite custom fields on the Appointment Invite Schedule report (#3160)
 - Added individual approval functionality for appointment invites as well as show watch list indicators on invites listing
 - Added Registration Active dates as an additional field to show in the SAGE Referrals by ?? report (#3157)
 - Added a search bar in report modals' Additional Search to quickly find desired search fields
 - Added a new Case Management report, Activity Report Summary
 - Added an option in Preferences, Reports Management to hide the System Audit widget; the system audit report is additionally accessible in the Reports menu, Management category
 - Added more tables to choose in the Heatmap Generator report
 - Added Faculty Attendance KIOSK with student QR Code
 - Added a new preference to control instructions for password resets
 - Added a Site Map, found in the Other menu

Changed
 - QR Code Subtitle instructions allow twig with access to Consultant and Center if there is a linkage.
 - Allow customization of Outstanding Appt Requests questions
 - Adjusted deactivation of Students when linked Staff record is deactivated

Fixed
 - Fixed an issue in the Usage Snapshot report that was preventing filtering by Meeting Type (#3141)
 - Fixed an issue preventing a SuperAdmin from saving custom KIOSKs
 - Fixed an issue with the Heatmap Generator report to show colors when printing
 - Fixed a SurveyTrac issue for the Initiated Via option Email after # of visits during survey period (#3148)
 - Fixed an issue with Action menu not appearing over Student Custom Tabs (#3144)
 - Fixed an issue with reordering custom fields (#3161)

<hr> [1.3.36] 2026-05-29
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)
 - Added Resource Sub-Type tracking enhancements, including an option to send an email if low inventory or high inventory thresholds are set and met
 - Added a new Resource Inventory report in the Management category
 - Added Case Report management for Case Reporting and Activity Report logging
 - Added New Dissertation scheduling feature for faculty to sign up to attend a dissertation session as a Dean's Representative
 - Added a profile preference option to create a visit when an asynchronous appointment is marked as Concluded (#3143)
 - Added a new Case Management report, Cases Listing
 - Added 4 custom tabs to Visits
 - Added an option to search for field names on the nav search menu
 - Added new EAB Course Name for linking data to EAB
 - Added new preference to restrict appointment deletion
 - Added a new Case Management report, Case Status Summary
 - Added 2 new custom field types: 'date' and 'date and time'

Changed
 - Added override rules for Appointment invites to give extra days for certain students
 - Custom fields that are in a subgroup now appear as submenus in the navMenu
 - Custom fields that are in a subgroup are now subgrouped in the powersearch menu

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
 - Fixed an issue where sending a survey to the current listing of students/faculty/staff, after sorting the listing by a column header, fails (#3132)
 - Fixed a slow query for showing an indicator when the student is logged in during their scheduled class time
 - Fixed a NavSearch situation of searching if a custom field is greater or less than a numeric value, to return proper results

<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: Workshops

2026-10-06T19:05:10Z

Redrock:

{{RetentionTier}}
<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudModulesTOC}}
</div>
<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 ➜ Table Access ➜ Add 'Workshops' ➜ 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.

<div class="scrollImage">
[[File:2803370.png|800px]]
</div>

* 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. If no profile is selected, students can join online workshops 5 minutes before the start time up to 15 minutes after. 

* In-Person / Online
::Choose the modality of this workshop: online, in-person, or both/hybrid. For online workshops, 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}}
</div>
<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]]

Main Page

2026-10-01T22:29:16Z

Redrock:

<div class="tcAnnouncement green" id='tca'>
{{#fas:newspaper}} [[TracCloud:_What's_New_for_2026-09|Click here]] to learn what's new in TracCloud for the month of September 2026.
</div>


<div style='text-align: center;'>
==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:_Case_Management|{{#fas:file}} Case Management]]
 
[[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:_Attendance_Tracking|{{#fas:file-lines}} Assessments]]

</div>

<hr style="width:100%">

<div style='text-align: center;'>
===User Manual Contents===
</div>

<div style="display: flex; flex-wrap: wrap; justify-content: space-evenly;">
<div style="display: flex; flex-direction: column; flex-grow: 1;">
<div style="margin: 1% 2% 5% 2%;">{{TracCloudGuideBasicsTOC}}</div>
<div style="margin: 1% 2% 5% 2%;">{{TracCloudGuideListingsTOC}}</div>
</div>
<div style="display: flex; flex-direction: column; flex-grow: 1;">
<div style="margin: 1% 2% 5% 2%;">{{TracCloudGuideProfileTOC}}</div>
<div style="margin: 1% 2% 5% 2%;">{{TracCloudGuideHowToTOC}}</div>
</div>
<div style="display: flex; flex-direction: column; flex-grow: 1;">
<div style="margin: 1% 2% 5% 2%;">{{TracCloudGuideGlobalTOC}}</div>
</div>
<div style="display: flex; flex-direction: column; flex-grow: 1;">
<div style="margin: 1% 2% 5% 2%;">{{TracCloudModulesTOC}}</div>
</div>
</div>

<hr style="width:100%">


<div style='text-align: center;'>
===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).

<hr style="width:100%">

<div style='text-align: center;'>
===Reports===
</div>

<div class="categoryDynamic collapsedDefault">
{{TracCloudReportsManagementTOC}} {{TracCloudReportsPayrollTOC}} {{TracCloudReportsRegistrationsTOC}} {{TracCloudReportsRetentionTOC}} {{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.]]

<hr style="width:100%">

<div style='text-align: center;'>
===Where to Find Us===
</div>
<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 style='text-align: right;'>[[TracCloudInternal|Internal]]
__NOTOC__
[[Category:TracCloud Manual]]

TracCloud: What's New for 2026-08

2026-10-01T22:29:04Z

Redrock:

{{TracCloudWhatsNewTABS}}
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from August 2026</div>

<div class='center'>A new trend report, listing improvements, new ways to filter reports, and more in TracCloud for the month of August 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:chart-simple}} New! Reports
</div>
<div class="newsContent">
<big>Trends Report</big> 
:The new [[TracCloud_Report:_Trends|Trends]] report allows you to generate charts to identify trends in your data, such as visits by center over time, or a breakdown of referrals by subject. There are numerous presets you can choose from or you can select your own criteria. Alerts can optionally be created to automatically notify a recipient when a condition is met in the data, such as if the number of visits per day is trending up or down. [[TracCloud_Report:_Trends|More information on this report can be found here.]] For pricing information, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com].

:[[File:590772.png|700px]] 

<big>Other Report Changes</big> 
* Additional fields in most reports can now be re-ordered by clicking and dragging them.
* 'Group by' options added to [[TracCloud_Report:_Appointments/Visits_Utilization|Appointments/Visits Utilization]] report.
* 'Has Document' additional field added to [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|SAGE Referrals by ??]] report.
* You can now group by Student Other Status in [[TracCloud_Report:_Visits_by_%3F%3F|Visits by ??]]
* 'Use Current List of Staff Records' additional search option added to [[TracCloud_Report:_Consultant_Certifications|Consultant Certifications]], [[TracCloud_Report:_Consultant_Specialties|Consultant Specialties]], [[TracCloud_Report:_Consultant_Additional_Detail_Listing|Consultant Additional Detail Listing]], [[TracCloud_Report:_Payroll|Payroll]], and [[TracCloud_Report:_User_Detail|User Detail]] reports.
</div>
</div>
 
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:circle-info}} Additional Changes
</div>
<div class="newsContent">
* Response.Link twig tag is now available in the Notify Results Email in [[TracCloud:_SurveyTrac|SurveyTrac]] to provide a link straight to the survey result in TracCloud.
* [[TracCloud:_SAGE|Completed actions in SAGE]] now automatically add the name of the logged in user (can still be overwritten).
* You can now search by hired date on the [[TracCloud:_Staff_and_Consultants|Staff Listing]].
* You can now search by street address on the [[TracCloud:_Students_Listing|Student Listing]].
* Q2 Visits are highlighted green when the 'Okay' button is clicked during table visit start. This is to confirm the current table visit status is saved to the center visit for visibility on log listing, if the log listing is configured to show this information.
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>

[[Category:TracCloud_Blog]]

TracCloudWhatsNew

2026-10-01T22:28:49Z

Redrock:

{{TracCloudWhatsNewTABS}}
<div class="tcWidgetPage">

<div style="float: left; margin-top: 0em; margin-right: 1em; margin-bottom: 1em">[[file:Wiki.png|150px]]</div>
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 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>
<div style='text-align: center;'>
===Latest posts===
</div>
<hr class="hrBold">

{{:TracCloud:_What's_New_for_2026-09}}
<hr class="hrBold">
{{:TracCloud:_What's_New_for_2026-08}}
<hr class="hrBold">
{{:TracCloud:_What's_New_for_2026-07}}
<hr class="hrBold">
{{:TracCloud:_What's_New_for_2026-06}}
<hr class="hrBold">
{{:TracCloud:_What's_New_for_2026-05}}
<hr class="hrBold">
{{:TracCloud:_What's_New_for_2026-04}}
<hr class="hrBold">

[[:Category:TracCloud_Blog|View more...]]
[[Category:TracCloud Manual]]
</div>

TracCloud: What's New for 2026-09

2026-10-01T22:28:18Z

Redrock: Created page with "{{TracCloudWhatsNewTABS}} <onlyinclude> <div class="pageTitle">TracCloud features and changes from September 2026</div> <div class='center'>A new schedule report, improved OAuth support, hybrid workshops, and more in TracCloud for the month of September 2026.</div> <hr> <div class="newsBlock"> <div class="newsCategory"> {{#fas:chart-simple}} New! Reports </div> <div class="newsCon..."

{{TracCloudWhatsNewTABS}}
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from September 2026</div>

<div class='center'>A new schedule report, improved OAuth support, hybrid workshops, and more in TracCloud for the month of September 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:chart-simple}} New! Reports
</div>
<div class="newsContent">
<big>Appointments/Availabilities Utilization Summary Report</big> 
:The new [[TracCloud_Report:_Appointments/Availabilities_Utilization_Summary|Appointments/Availabilities Utilization Summary]] report will show you the number of availabilities for each of your consultants, along with how many were booked, missed, or canceled. A percentage will be shown for each status group. A chart can optionally be added to highlight overall attendance rates.

:[[File:249745.png|700px]] 

<big>Other Report Changes</big> 
* You can now filter by course list in the [[TracCloud_Report:_Logins_by_Hour_by_Day_of_Week|Logins by Hour by Day of Week]] report.
* You can now filter by course list in the [[TracCloud_Report:_Attendance_by_Hour|Attendance by Hour]] report.
* An option to count stacked availabilities as duplicates has been added to the [[TracCloud_Report:_Appointments/Visits_Utilization|Appointments/Visits Utilization]] report.
* You can now search for a date range when filtering reports by [[TracCloud:_Custom_Fields|date custom fields]].
</div>
</div>
 
<hr>
<div class="newsBlock">
<div class="newsCategory">
{{#fas:circle-info}} Additional Changes
</div>
<div class="newsContent">
* [[TracCloud:_Mail_Server|OAuth support for Gmail]] has been implemented.
* Calendar invites now work when [[TracCloud:_Mail_Server|using OAuth with O365]] (must re-authorize TracCloud with new settings).
* [[TracCloud:_Workshops|Workshops]] can now be set to a hybrid modality, allowing both online and in-person enrollments.
* Search availability widgets configured for [[TracCloud:_Appointment_Invites|Appointment Invites]] can now be hidden only from students on the dashboard.
* The appointment status field in [[TracCloud:_Schedule_Management|reserve blocks]] now offers a drop-down menu to choose default statuses from.
* The instructions field in [[TracCloud:_Confirm_Bio|staff confirm bio]] now supports Twig.
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>

[[Category:TracCloud_Blog]]

TracCloudInternal

2026-10-01T20:34:54Z

Redrock:

<div class="tcWidgetPage">
This is a page for Redrock Staff to track articles that are (intentionally) not commonly linked to.

<div class="categoryBox">
<h2 style="margin:3px; font-size:120%; color:#8D182B; font-weight:bold;">TracCloud Hidden Documentation</h2>

[[TracCloudTechMoreImports|Additional Imports (unlisted; not recommended)]]

[[TracCloud:_ACTP_Certification_Tracking|ACTP Certification Tracking (unlisted)]]

[[TracCloudMigration|Migration from Trac 4.0 (unlisted; no longer offered)]]

<hr style="margin-top: 0.1em; margin-bottom: 0.1em;">
<h2 id="um-toc-hdr" style="margin:3px; font-size:120%; font-weight:bold; text-align:left; color:#7c1911; ">Public Conference Docs</h2>
[[Redrock_Conferences|Past Conferences]]

</div>

<html>
<hr>
Manually update the status page. You must be logged in for this to function.
<select id="status">
<option value="X">Select a status</option>
<option value="0">No Status/Testing</option>
<option value="1">Online</option>
<option value="2">Issues</option>
<option value="3">Down</option>
</select>

Optionally enter a custom status message
<textarea id="message" style="width: 100%; height: 50px; margin-bottom: 10px;"></textarea>

<div id="result">

</div>

<button onclick="updateStatus()">Update Status Page</button>

<script>
function updateStatus() {
document.getElementById("result").innerHTML = "Attempting to save... If you're still reading this, make sure you're logged in.";
let statusImg = document.getElementById("status").value;
let customMessage = document.getElementById("message").value;
let message = '';

if (statusImg == 'X') {
console.log('Status is X');
document.getElementById("result").innerHTML = 'Missing status, no change applied.';
return;
}

switch (statusImg) {
case '0':
statusImg = '{{StatusTesting}}';
message = 'We are currently testing the status page, a normal status will be available here soon.';
break;
case '1':
statusImg = '{{StatusAllGood}}';
message = 'TracCloud is currently online and operating normally.';
break;
case '2':
statusImg = '{{StatusIssues}}';
message = 'We are investigating possible issues and will update this page when more information is available.';
break;
case '3':
statusImg = '{{StatusDown}}';
message = 'TracCloud is currently experiencing issues. Our development team is working to resolve this as soon as possible.';
break;
}

if (customMessage) {
message = customMessage;
}

const finalMessage = `<div class='center'>${statusImg}${message}</div>{{:TracCloudStatusHistory}}`

var params = {
action: 'edit',
title: 'TracCloudStatus',
text: finalMessage,
format: 'json'
},
api = new mw.Api();

api.postWithToken( 'csrf', params ).done( function ( data ) {
console.log( data );
document.getElementById("result").innerHTML = 'The status page has been updated.';
} );
}
</script>
<hr>
</html>
</div>
__NOTOC__
__NOINDEX__

TracCloud: Mail Server Oauth

2026-10-01T20:33:27Z

Redrock: Redirected page to TracCloud: Mail Server

#REDIRECT [[TracCloud:_Mail_Server]]

TracCloud: Mail Server

2026-10-01T20:33:07Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">Configuring Mail Servers in TracCloud</div>

TracCloud allows both anonymous, non-secure SMTP commutation as well as authenticated/secure SMTP messages. Office365 and Gmail mail servers are natively supported in addition to standard SMTP servers.

Alternatively, our hosted TracCloud mail server service can be provided at an additional cost. In this case, we will provide a mail service account such as school@traccloud.com ("school" would typically be replaced by your campus domain), which will be DKIM/DMARC/SPF compliant. This will be a no-reply account for sending out emails only. Emails sent from this account will have the reply-to set as the from-email address configured in [[TracCloudGuideProfilePrefsEmails|profile prefs]]/batch email settings. Students replying to the emails should be directed to that desired address. Upon request, we can configure an auto-reply for the 'from' address to direct users to the correct address.

Basic auth/anonymous only: If you would like Redrock Software to configure these settings in TracCloud for you, please collect the information below and reach out to us at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] or [https://helpdesk.go-redrock.com submit a helpdesk ticket]. Do not send service account credentials in the message directly, these should be provided via secure message or uploaded to our SFTP server for us to retrieve.

{| class="wikitable"
|+ Our IP addresses may need to be whitelisted to allow mail to be sent
|-
| US-EAST-2 || 3.131.165.220
|-
| US-EAST-2 || 3.19.197.146
|-
| US-WEST-2 (failover region) || 44.240.53.205
|-
| US-WEST-2 (failover region) || 54.203.123.164
|}

===Modern Auth===

As basic SMTP authentication is phased out for Office 365 and Gmail, OAuth will be the primary method to authenticate TracCloud to send emails using those services. This article explains how you can setup your mail server in TracCloud using OAuth.

Start by going to Other ➜ Other Options ➜ Preferences ➜ Mail Settings, then choose the service you're using below for specific instructions.

<hr>

<div class='collapsible'>Gmail</div><div class="mw-collapsible mw-collapsed">
 

If you're using Gmail as your mail service provider, start by setting the following options.

* Mail Host Address: smtp.gmail.com
* Mail Host Port: 587
* Mail Provider: Google
* Use Modern Auth: Enabled
* Modern Auth Method: Google 

Then click ''Save and Configure'' to continue.

[[File:981651.png|800px]] 

Enter the email address you will be using.

[[File:278660.png|400px]] 

Follow the prompts to authorize TracCloud.

[[File:837225.png|800px]] 

Then click "Save." After this, TracCloud will briefly open a splash page as it saves the token, and then you're all set. TracCloud should be able to successfully send emails now.

[[File:613906.png|400px]]

</div>
<hr>

<div class='collapsible'>Office 365</div><div class="mw-collapsible mw-collapsed">
 

If you're using Office 365 as your mail service provider, start by setting the following options.

* Mail Host Address: smtp.office365.com
* Mail Host Port: 465
* Mail Provider: Office 365
* Use Modern Auth: Enabled
* Modern Auth Method: Microsoft (Work)
* Tenant ID: [Enter your tenant ID here]
* Use the least-privilege Microsoft app: Enabled
* Also create calendar events for appointment invites: Enabled 

Then click ''Save and Configure'' to continue.

[[File:881185.png|700px]] 

Enter the email address you will be using. Follow the prompts to authorize the TracCloud app.

[[File:278660.png|400px]] 

Then click "Save." After this, TracCloud will briefly open a splash page as it saves the token, and then you're all set. TracCloud should be able to successfully send emails now.

[[File:613906.png|400px]]

</div>
<hr>

==Basic Auth or Anonymous==

If your mail server/email provider does not support OAuth, basic auth is still supported. Go to Other ➜ Other Options ➜ Preferences ➜ Mail Settings.

[[File:6824929.png|850px]] 

<div style="float:left; min-width: 50%">
* Mail Host Address
::The IP/address of your mail server. Office365: smtp.office365.com (typically) Gmail: smtp.gmail.com 

* Mail Provider
::Office365: Office 365 Gmail: Gmail Anything else: Other 
</div>
<div style="float:right; min-width: 50%">
* Mail Host Port
::The port number of your mail server. Office365: 587 Gmail: 587 

* Use STARTTLS & Use TLS
::Additional security options, typically enabled. Office365: Both enabled Gmail: Both enabled 
</div>

* Service Account Credentials
::These are the credentials TracCloud will use to log into your mail server. Use Password and Use Username should be enabled if these credentials need to be utilized.

* Override "From:" email address
::TracCloud is capable of sending mail from more than one address. For example, a confirmation email might come from a noreply email, while a consultant emailing a student could come from the consultant's personal/work email. This option is typically left blank, but in the event that your mail server can only send from one address or you want to prevent spam/phishing from users potentially sending on behalf of others, this can be used to override everything else. If you are using Office 365 or the hosted Redrock mail server, this is not an option. All emails will be sent from the service account email address in this case to comply with specific email requirements. When certain emails are sent to individual students, the reply to address can still differ.

* "From:" Name Format
::This will be the name of the sender. Typically Campus (e.g., Redrock University), but can also be set to Profile (e.g., Advising), etc.

* Test Email Recipient
::After filling out the rest of your mail settings, put your personal address here and click 'Test Mailserver.' If the configuration is correct, you will receive a test email, if not, a warning will appear giving some information on a possible issue.

* Default From Address Options
::This is related to system functionality rather than mail server setup. This determines the default "from" address when sending batch emails to students (the current user's address, the profile address, or the campus address).

If you're having any trouble with these settings, 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 helpdesk ticket]. For more information on configuring automated email content, see our [[TracCloudGuideProfilePrefsEmails|Profile Prefs Guide]].

[[Category:TracCloud Manual]]

TracCloud: Mail Server Oauth

2026-10-01T20:13:43Z

Redrock:

{{WIP}}

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">TracCloud: OAuth Authentication for Mail Servers</div>

As basic SMTP authentication is phased out for Office 365 and Gmail, OAuth will be the primary way to allow TracCloud to send emails using those services. This article explains how you can setup your mail server in TracCloud using OAuth.

Start by going to Other ➜ Other Options ➜ Preferences ➜ Mail Settings, then choose the service you're using below for specific instructions.

<hr>

<div class='collapsible'>Gmail</div><div class="mw-collapsible mw-collapsed">
 

If you're using Gmail as your mail service provider, start by setting the following options.

-Mail Host Address: smtp.gmail.com 
-Mail Host Port: 587 
-Mail Provider: Google 
-Use Modern Auth: Enabled 
-Modern Auth Method: Google

Then click ''Save and Configure'' to continue.

[[File:981651.png|800px]]

Enter the email address you will be using.

[[File:278660.png|400px]]

Follow the prompts to authorize TracCloud.

[[File:837225.png|800px]]

Then click "Save." After this, TracCloud will briefly open a splash page as it saves the token, and then you're all set. TracCloud should be able to successfully send emails now.

[[File:613906.png|500px]]

</div>
<hr>

<div class='collapsible'>Office 365</div><div class="mw-collapsible mw-collapsed">
 

If you're using Office 365 as your mail service provider, start by setting the following options.

-Mail Host Address: smtp.office365.com 
-Mail Host Port: 465 
-Mail Provider: Office 365 
-Use Modern Auth: Enabled 
-Modern Auth Method: Microsoft (Work) 
-Tenant ID: [Enter your tenant ID here] 
-Use the least-privilege Microsoft app: Enabled 
-Also create calendar events for appointment invites: Enabled

Then click ''Save and Configure'' to continue.

[[File:881185.png|700px]] 

Enter the email address you will be using. Then follow the on-screen prompts to authorize the TracCloud application to send mail.

[[File:278660.png|400px]]

</div>
<hr>

File:278660.png

2026-10-01T20:11:52Z

Redrock:

File:881185.png

2026-10-01T19:55:35Z

Redrock:

TracCloud: Mail Server Oauth

2026-10-01T19:50:03Z

Redrock:

{{WIP}}

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudTechTOC}}
</div>
<div class="pageTitle">TracCloud: OAuth Authentication for Mail Servers</div>

As basic SMTP authentication is phased out for Office 365 and Gmail, OAuth will be the primary way to allow TracCloud to send emails using those services. This article explains how you can setup your mail server in TracCloud using OAuth.

Start by going to Other ➜ Other Options ➜ Preferences ➜ Mail Settings, then choose the service you're using below for specific instructions.

<hr>

<div class='collapsible'>Gmail</div><div class="mw-collapsible mw-collapsed">
 

If you're using Gmail as your mail service provider, start by setting the following options.

-Mail Host Address: smtp.gmail.com 
-Mail Host Port: 587 
-Use TLS: Enabled 
-Mail Provider: Google 
-Use Modern Auth: Enabled 
-Modern Auth Method: Google

Then click ''Save and Configure'' to continue.

[[File:981651.png|800px]]

Follow the prompts to authorize TracCloud.

[[File:837225.png|800px]]

Then click "Save." After this, TracCloud will briefly open a splash page as it saves the token, and then you're all set. TracCloud should be able to successfully send emails now.

[[File:613906.png|500px]]

</div>
<hr>

<div class='collapsible'>Office 365</div><div class="mw-collapsible mw-collapsed">
 

Enable Modern Auth, select your provider, enter your tenant ID, then click Save and Configure.

[[File:Microsoft graph mail setup 01.png|700px]] 

Enter a valid email address for the mailbox you intend to use, then click 'OK.'

[[File:Microsoft graph mail setup 02.png|600px]] 

Go to Enterprise apps and select 'TracCloud E-Mail Connection.'

[[File:Microsoft graph mail setup 03.png|900px]] 

Go to the 'Permissions' menu and click "Grant admin consent for[...]."

[[File:Microsoft graph mail setup 04.png|900px]] 

Lastly, confirm that your admin consent options match the screenshot below.

[[File:Microsoft graph mail setup 05.png|900px]] 

</div>
<hr>

File:837225.png

2026-10-01T19:27:38Z

Redrock:

File:613906.png

2026-10-01T19:22:24Z

Redrock:

File:981651.png

2026-10-01T19:19:43Z

Redrock:

TracCloud: Appointment Invites

2026-10-01T19:09:27Z

Redrock:

{{AdvancementTier}}
<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{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.

===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, then 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. Alternatively, you can also choose to only hide on the student dashboard so that it remains accessible to staff and faculty.

* 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.

===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]]

===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]]

===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. If approval is required, individual invites can be approved from this tab.

[[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_Report:_Appointment_Invites_Unbooked|Report: Appointment Invites Unbooked]]

* [[TracCloud:_Search_Availability_Options|Search Availability Widgets]]

* [[TracCloud:_Scheduling_Preferences|Search Appointment Links]]

[[Category:TracCloud Manual]]

File:149543.png

2026-10-01T19:08:46Z

Redrock: Redrock uploaded a new version of File:149543.png

TracCloud Report: Appointments/Visits Utilization

2026-10-01T19:03:25Z

Redrock:

<div class="categoryDynamic">
{{TracCloudReportTabs}}
{{TracCloudReportsScheduleTOC}}
</div>
<div class="pageTitle">Appointments/Visits Utilization</div>

This report shows consultants' total appointment hours, drop-in hours, and availability hours to compare utilization. 

[[File:4883902.png|600px]] 

{{#lst:Template:TracCloudReportsDescriptions|Centers}}

{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}

{{#lst:Template:TracCloudReportsDescriptions|ShowCanceledAppts}}

{{#lst:Template:TracCloudReportsDescriptions|ShowAvails}}

{{#lst:Template:TracCloudReportsDescriptions|ShowReserved}}

{{#lst:Template:TracCloudReportsDescriptions|ShowOnlineSpecifically}}

{{#lst:Template:TracCloudReportsDescriptions|ShowSummary}}

{{#lst:Template:TracCloudReportsDescriptions|ShowWorkVisits}}

{{#lst:Template:TracCloudReportsDescriptions|ShowLocation}}

{{#lst:Template:TracCloudReportsDescriptions|CalculateTotals}}

{{#lst:Template:TracCloudReportsDescriptions|ShowTotalsChart}}

* Stacked Availabilities are duplicates
::If checked, an additional "non-duplicated hours" tally will be shown that only counts stacked availabilities as one time slot.

{{#lst:Template:TracCloudReportsDescriptions|SubjectSearch}}

{{#lst:Template:TracCloudReportsDescriptions|GroupBy}}

{{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}

{{#lst:Template:TracCloudReportsDescriptions|OutputFormat}}

{{#lst:Template:TracCloudReportsDescriptions|DeliverToPlusFTP}}

<hr>
[[File:4663102.png|900px]]

[[Category:TracCloud Reports]]

File:4883902.png

2026-10-01T19:00:34Z

Redrock: Redrock uploaded a new version of File:4883902.png

7118953

TracCloud: Workshops

2026-10-01T18:59:37Z

Redrock:

{{RetentionTier}}
<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudModulesTOC}}
</div>
<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 ➜ Table Access ➜ Add 'Workshops' ➜ 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.

<div class="scrollImage">
[[File:2803370.png|800px]]
</div>

* 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. 

* In-Person / Online
::Choose the modality of this workshop: online, in-person, or both/hybrid. For online workshops, 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}}
</div>
<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]]

File:2803370.png

2026-10-01T18:57:50Z

Redrock: Redrock uploaded a new version of File:2803370.png

2391276

TracCloud: Schedule Management

2026-10-01T18:56:33Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{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 TracCloud 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 (i.e., not shared) between stacked blocks. For example, you can ignore the Meeting Type field so that the Learning Center block can be online while the Writing Center block can is in-person, otherwise non-ignored options will be synced 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.

===Overrides Tab===

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]] 

===Documents Tab===

[[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 Tab===

: '''Availability 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.
: '''Notes on Search''' is a student-facing value that will appear on the search availability results screen, allowing you to provide more information about this time slot to students before they book.

===Group Specific Options===

Group availabilities offer a few unique settings not seen in other types, 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]]

TracCloud: Confirm Bio

2026-10-01T18:54:49Z

Redrock:

<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudGuideGlobalTOC}}
</div>
<div class="pageTitle">Confirm Bio</div>

Confirm Bio allows students and staff to update their own information, either by following a URL sent to their email address after a KIOSK login, or within a prompt displayed in their browser after signing in. The information they’re allowed to view/edit is up to you. You can also prevent students from starting a visit until their bio has been confirmed, or even add staff bio as an element of search availability.

Each student and staff member has a checkbox in their profile that represents whether or not they have completed the confirm bio prompt. This checkbox can be reset manually or automatically to ensure that users have the most up to date information in their profile, even if the information differs from what is found in your import file. Students and staff can also manually edit their bio at any time via a widget on their dashboard.

==Student Confirm Bio Settings==

<div class='scrollImage'>
[[File:9149903.png|800px]]
</div>

* '''Confirm Staff Bio Activation'''
: Toggles this functionality on or off.

* '''Reset Student Confirmations on date''' and '''Next Date Time for Reset'''
: Provides the option to reset confirmations on a specific date, prompting students to confirm their bio once again. The confirm bio reset process happens at 1am. You can also prompt the student to confirm their bio regardless of the last time they confirmed by having them navigate to the following URL (replace the domain and campus code with your own instance): https://traccloud.go-redrock.com/demo/trac/entryinc.php?tbl=main&form=dashboard&orl=&srl=&confirmBIO=true

* '''Reset Student Confirmations after days and Reset after ___ days'''
: Provides the option to automatically reset confirmations after a certain number of days.

* '''Confirm Bio Instructions'''
: This message appears at the top of the Confirm Bio prompt, typically instructions for the information required or terms to agree to.

* '''Chosen Fields to Display to Student'''
: These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:
: Editable - This field can be edited by students, but if this field is imported, the import will override the contents of this field.
: Editable - Prevent Override - Allows editing like above, but the import process will not override the data saved here. Once the bio confirmed checkbox has been checked, no further changes will be made to this field by the import process.
: View Only - The student can view the current contents of this field within Confirm Bio, but the field cannot be modified.

* '''Allow Upload Photo'''
: This gives students the ability to upload their own photo to their student account, rather than [[TracCloud:_Student_Photos|batch or automated alternatives]].

* '''Ask Student to Type Initials when confirming'''
: Students will be prompted to enter their initials before continuing, as a form of e-signature.

* '''Ask Confirmation on KIOSK Login'''
: If the student's bio hasn't been confirmed, their [[TracCloudGuideBasicsVisits|Kiosk logins]] can be interrupted with one of the following options. If an email choice is selected, additional settings will be made available (email subject and body). On the kiosk prompts, a QR code will also be available that students can scan instead of checking their email.
: '''Don't Ask on KIOSK''' disables this functionality; kiosk logins will be unaffected by Confirm Bio status.
: '''Show Confirmation Form''' will display the Confirm Bio form on the screen, prompting the student to fill this out before continuing.
: '''Send Link via Email - Allow Sign In''' will cause the Confirm Bio form to be emailed to student, but the student will still be allowed to login.
: '''Send Link via Email - Required before Sign In''' will cause the Confirm Bio form to be emailed to the student, and will require it to be filled out prior to visit login.

* '''Title of Edit BIO button'''
: Allows you to change the label name of the Confirm Bio button on the student dashboard.
: [[File:4646008.png|600px]]
: [[File:2918542.png|450px]]

* '''Title of Confirmation Button'''
: This determines the name of the submit button. E.g., "Save," "I agree," "Submit," etc.

* '''Title of Close Button'''
: You can optionally enter custom text for a button to close the confirm bio form without saving. If left blank, this will be a simple 'x' button.

==Staff Confirm Bio Settings==

<div class='scrollImage'>
[[File:3085489.png|800px]]
</div>

* '''Confirm Staff Bio Activation'''
: Toggles this functionality on or off.

* '''Reset Staff Confirmations on date''' and '''Next Date Time for Reset'''
: Provides the option to reset confirmations on a specific date (or the term start date), prompting staff members to confirm their bio once again.

* '''Reset Staff Confirmations after days''' and '''Reset after ___ days'''
: Provides the option to automatically reset confirmations after a certain number of days.

* '''Confirm Bio Instructions'''
: This message appears at the top of the Confirm Bio prompt, typically instructions for this process. This field supports [[TracCloud:_Twig|Twig]], use the "Staff" table prefix (e.g., <nowiki>{{Staff.First_Name}} instead of {{Consultant.First_Name}}</nowiki>).

* '''Chosen Fields to Display to Staff'''
: These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:
: Editable - This field can be edited by staff, but if this field is imported, it will override the contents of this field.
: Editable - Prevent Override - Allows editing like above, but the import process will not override the data saved here.
: View Only - The staff member can view the current contents of this field within Confirm Bio, but the field cannot be modified.

* '''Ask Staff to Type Initials when confirming'''
: Staff will be prompted to enter their initials before continuing, as a form of e-signature.

* '''Allow Edit Course List Specialties'''
: Provides consultants the ability to edit their linked [[TracCloud:_Course_Lists|Course List]]. This also requires their [[TracCloudGuideProfileGroups|permission group]] to have the ability to edit course list records. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to have this ability] ➜ Admin / Modules ➜ Table Access ➜ Add Course Lists, then change the access level to Edit (No Listing). This will allow them to edit course lists if linked to them (i.e., from confirm bio) but will not give them the ability to browse and edit all course lists.

* '''Allow Edit Reason Specialties'''
: Provides consultants the ability to edit their own [[TracCloudGuideProfileReasons|reason]] specialties.

* '''Allow Edit Personal BIO Text'''
: Provides consultants the ability to edit their own staff bio. This is ties into the Show Staff BIO on Search Availability setting.

* '''Allow Upload Photo'''
: Provides consultants the ability to upload a photo to their [[TracCloudGuideProfileStaff|staff record]].

* '''Allow Edit Special Needs / Accommodations'''
: Provides consultants the ability to edit their own [[TracCloud:_Special_Needs,_Skills,_and_Accommodations|skills / accommodations]].

* '''Title of Edit BIO button'''
: Allows you to change the label name of the Confirm Bio button on the staff dashboard.

* '''Title of Confirmation Button'''
: This determines the name of the submit button. E.g., "Save," "I agree," "Submit," etc.

* '''Chosen Fields to Auto Update Staff Data'''
: In the event that your consultant is linked to a student account (based on the two records having the same username), you can automatically pull a few data points from their student profile into the consultant profile to save time and to ensure they're up to date based on your SIS import. Phone, Name, Email, etc. Manual changes to student accounts also use this auto update utility.

* '''Show Staff BIO on Search Availability'''
: This enables Staff Bio to be visible to students when [[TracCloudGuideBasicsSchedule|searching for availabilities]] by clicking on a particular consultant's name from the availability search results.

* '''Layout of the Staff BIO'''
: If the above option is enabled, this determines what/how consultant information is displayed. By default, their Name, Photo, and Phone will appear on the left, with the written Staff Bio on the right. This grid can be changed/moved as needed. [[TracCloudGuideProfilePrefsTwig|Twig tags]] are supported.

[[Category:TracCloud Manual]]

TracCloud: Rosetta

2026-10-01T18:53:06Z

Redrock:

TracCloud: Table and Field List

This article lists fields in TracCloud grouped by table. For each field, it will show the data type, description, how the field is accessible in [[TracCloud:_Twig|Twig]], the [[TracCloud:_API|API]], as well as how it displays in the [[TracCloud:_Data_Export|SFTP data export]].

Tips

* Hover over the field name to see an example value.

* Click the header to sort by that column, shift-click to sort by multiple.

<hr>

<div class='collapsible'>Type Definitions</div><div class="mw-collapsible mw-collapsed">
 
{| class="wikitable" style="margin:auto;"
!Type!!Description
|-
|varchar(#)||Alphanumeric field with a specified maximum length.
|-
|int||Integer, maximum value of about 4 billion, or a 10-digit numeric value.
|-
|bigint||Big integer, maximum value of about 9 quintillion, or a 16-digit numeric value.
|-
|tinyint||Tiny integer, typically used to store a 1 or 0 as true or false.
|-
|date||Date, formatted as YYYY-MM-DD
|-
|time||A specific time using a 24-hour format (HH:MM:SS), e.g., 13:45:00
|-
|datetime||Date and time, YYYY-MM-DD HH:MM:SS
|-
|double||Decimal # with up to 12 digits precision
|-
|json||JSON-formatted field that contains multiple fields and values (e.g., custom fields).
|}

</div>
<hr>
<div class="mw-customtoggle-1 mw-customtoggle-2 mw-customtoggle-3 mw-customtoggle-4 mw-customtoggle-5 mw-customtoggle-6 mw-customtoggle-7 mw-customtoggle-8 mw-customtoggle-9 mw-customtoggle-10 mw-customtoggle-11 mw-customtoggle-12 mw-customtoggle-13 mw-customtoggle-14 mw-customtoggle-15 mw-customtoggle-16" style="float: left; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px">'''Invert All Visibility'''</div> 
</div>

<hr>

<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Students</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-1">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-1">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence||bigint ||Static identifier for students, unrelated to ID. || || Students.Sequence ||
|-
| UUID || varchar(36) || Unique identifier for this user. || || Students.UUID ||
|-
| ID || bigint || The student's ID number. Should be unique.|| <nowiki>{{Student.ID}}</nowiki> || Students.ID || StudentID
|-
| Other_ID||varchar(40) || Alternative identifier for the student.|| <nowiki>{{Student.Other_ID}}</nowiki> || Students.Other_ID || OtherID
|-
| Other_ID2|| varchar(40) || Another alternative identifier for the student. || <nowiki>{{Student.Other_ID2}}</nowiki>|| Students.Other_ID2 || OtherID2
|-
|Barcode|| varchar(80) || The student's [[TracCloud:_General_Kiosk_Login_Options_/_Barcode_Scanners|barcode]]. || <nowiki>{{Student.Barcode}}</nowiki> || Students.Barcode || Barcode
|-
| Status || varchar(80) || Whether the student is Active or Inactive. || <nowiki>{{Student.Status}}</nowiki> || Students.Status || Status
|-
| OtherStatus || varchar(80) || Alternative/custom status. There are 3 unique statuses that can prevent deactivation: Prospect Alumni Staff|| || Students.OtherStatus || StudentOtherStatus
|-
| Legal_First || varchar(80) || The student's legal first name. || <nowiki>{{Student.Legal_First}}</nowiki> || Students.Legal_First || LegalFirst
|-
| First Name || varchar(80) || The student's preferred first name.|| <nowiki>{{Student.First_Name}}</nowiki> || Students.First_Name || FirstName
|-
| Last Name || varchar(80) || The student's last name. || <nowiki>{{Student.Last_Name}}</nowiki> || Students.Last_Name || LastName
|-
| Middle || varchar(80) || The student's middle name. || <nowiki>{{Student.Middle}}</nowiki> || Students.Middle || Middle
|-
| Full_Name || varchar(255) || The student's full name, formatted as "Last, First M.". || <nowiki>{{Student.Full_Name}}</nowiki> || Students.Full_Name ||
|-
| LastFirst || varchar(255) || The student's full name, formatted as "Last, First M". || <nowiki>{{Student.LastFirst}}</nowiki> || ||
|-
| Full_Name2|| varchar(255) || The student's full name, formatted as "First M. Last". || <nowiki>{{Student.Full_Name2}}</nowiki> || Students.Full_Name2 ||
|-
| FirstLast|| varchar(255) || The student's full name, formatted as "First Last". || <nowiki>{{Student.FirstLast}}</nowiki> || ||
|-
| Street|| varchar(250) || The student's street address. || || Students.Street || Street
|-
| Apt|| varchar(80) || The student's apartment number. || || Students.Apt ||
|-
| City|| varchar(120) || The student's city. || || Students.City || City
|-
| State|| varchar(80) || The student's state. || || Students.State || State
|-
| Zip|| varchar(20) || The student's zip code. || || Students.Zip || ZIP
|-
| Home_Phone|| varchar(80) || The student's home phone number. || <nowiki>{{Student.Home_Phone}}</nowiki> || Students.Home_Phone || HomePhone
|-
| Work_Phone|| varchar(80) || The student's work phone number. || <nowiki>{{Student.Work_Phone}}</nowiki> || Students.Work_Phone || WorkPhone
|-
| Cell_Phone|| varchar(80) || The student's cell phone number. || <nowiki>{{Student.Cell_Phone}}</nowiki> || Students.Cell_Phone || CellPhone
|-
| Email || varchar(120) || The student's email address, typically their campus email. || <nowiki>{{Student.Email}}</nowiki> || Students.Email || Email
|-
| Preferred||varchar(80) || The student's preferred contact method. Possible values are listed below. 1 = Home 2 = Work 3 = Cell 4 = Email 5 = Verbal|| <nowiki>{{Student.Preferred}}</nowiki> || Students.Preferred ||
|-
| LastDateIn|| date || Date of the student's last visit. || || Students.LastDateIn ||
|-
| UserName|| varchar(120) || The student's username for authentication. || <nowiki>{{Student.UserName}}</nowiki> || Students.UserName || StudentUserName
|-
| Birthdate||date || The student's birthdate. || || Students.Birthdate || Birthdate
|-
| Pronouns|| varchar(80) || The student's preferred pronouns. || <nowiki>{{Student.Pronouns}}</nowiki> || Students.Pronouns || StudentPronouns
|-
| Gender|| varchar(80) || The student's gender. || <nowiki>{{Student.Gender}}</nowiki> || Students.Gender || Gender
|-
| Ethnicity|| varchar(150) || The student's ethnicity. || <nowiki>{{Student.Ethnicity}}</nowiki> || Students.Ethnicity|| Ethnicity
|-
| Major|| varchar(120) || The student's major. || <nowiki>{{Student.Major}}</nowiki> || Students.Major|| Major
|-
| Class||varchar(80) || The student's class. || <nowiki>{{Student.Class}}</nowiki> || Students.Class|| Class
|-
| DegreeGoal||varchar(80) || The student's degree goal. || <nowiki>{{Student.DegreeGoal}}</nowiki> || Students.DegreeGoal|| DegreeGoal
|-
| Cohort||varchar(80) || The student's cohort. || <nowiki>{{Student.Cohort}}</nowiki> || Students.Cohort|| Cohort
|-
| College||varchar(80) || The student's college. || <nowiki>{{Student.College}}</nowiki> || Students.College|| College
|-
| Grad_Und||varchar(80) || The student's graduate status. || <nowiki>{{Student.Grad_Und}}</nowiki> || Students.Grad_Und|| GradUndergrad
|-
| GPA||double || The student's GPA. || <nowiki>{{Student.GPA}}</nowiki> || Students.GPA || GPA
|-
| AccumHours||double || The student's accumulated hours. || || Students.AccumHours || Hours
|-
| Fund|| varchar(80) || The student's fund. || || Students.Fund || StudentFund
|-
| PrimaryConsultantID || bigint || Relates to Staff.Sequence. || || Students.PrimaryConsultantID ||
|-
| FlagText|| varchar(80) || The contents of the student's [[TracCloud:_Student_Entry_Choices|"Flag Information" field.]] || || Students.FlagText ||
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Student.CustomData.cf_123}}</nowiki> || Students.CustomData->>``$.cf_123`` || [Field Name]
|-
| WatchLists || json || Returns a true or false value based on whether or not the student is on the specified [[TracCloud:_Student_Lists|watch list.]] Hover over the name of your watch list to find its sequence number (e.g., wl_9) || <nowiki>{{Student.WatchLists.wl_0}}</nowiki> || ||
|-
| gen_BIOConfirmed|| varchar(2) || Whether or not the student has [[TracCloud:_Confirm_Bio|confirmed their bio.]] || || Students.gen_BIOConfirmed ||
|-
| gen_BIOConfirmedDT|| varchar(20) || When the student last confirmed their bio. || || Students.gen_BIOConfirmedDT ||
|-
| CreatedDT|| timestamp || When this student record was initially created in TracCloud. || || Students.CreatedDT ||
|-
| _LastImportedDT|| datetime || The last time this student record was [[TracCloud:_Student_Data_Import|imported]] into TracCloud. || || Students._LastImportedDT ||
|}
</div>
 
</div>

<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Visits</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-2">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-2">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || A unique identifier for every visit record. || || Visits.Sequence || VisitID
|-
| EnteredDT || datetime || The date and time the student entered the center. This will only differ from TimeIn if your center tracks wait time.|| <nowiki>{{Visit.EnteredDT}}</nowiki> || Visits.EnteredDT ||
|-
| EnteredTime || time || The time the student entered, formatted as "09:45am." || <nowiki>{{Visit.EnteredTime}}</nowiki> || ||
|-
| EnteredDate || time || The date the student entered. || <nowiki>{{Visit.EnteredDate}}</nowiki> || ||
|-
| TimeIn || datetime || The date and time the student's visit began. || <nowiki>{{Visit.TimeIn}}</nowiki> || Visits.TimeIn || DateIn and TimeIn
|-
| StartTime || time || The time the student's visit began, formatted as "09:45am." || <nowiki>{{Visit.StartTime}}</nowiki> || ||
|-
| StartDate || time || The datethe student's visit began. || <nowiki>{{Visit.StartDate}}</nowiki> || ||
|-
| TimeOut || datetime || The date and time the student's visit ended. || <nowiki>{{Visit.TimeOut}}</nowiki> || Visits.TimeOut || TimeOut
|-
| EndTime || time || The time the student's visit ended, formatted as "09:45am." || <nowiki>{{Visit.EndTime}}</nowiki> || ||
|-
| EndDate || time || The datethe student's visit ended. || <nowiki>{{Visit.EndDate}}</nowiki> || ||
|-
| isWork || tinyint || Whether or not this visit is a work visit. || <nowiki>{{Visit.isWork}}</nowiki> || Visits.isWork ||
|-
| StudentID || bigint || Relates to Students.Sequence (not Students.ID). || || Visits.StudentID ||
|-
| CenterID || bigint || Relates to Centers.Sequence || || Visits.CenterID ||
|-
| ConsultantID || bigint || Relates to Staff.Sequence || || Visits.ConsultantID ||
|-
| RegistrationID || bigint || Relates to Registrations.Sequence || || Visits.RegistrationID ||
|-
| ReasonID || bigint || Relates to Reasons.Sequence || || Visits.ReasonID ||
|-
| isWaiting || tinyint || Whether or not the student is currently waiting to be seen (i.e., TimeIn not yet started). || || Visits.isWaiting ||
|-
| WaitTime || double || How long the student waited to start their visit in minutes (TimeIn - EnteredDT). || <nowiki>{{Visit.WaitTime}}</nowiki> || Visits.WaitTime || WaitTime
|-
| Duration || int || The length of the student's visit in minutes. || <nowiki>{{Visit.Duration}}</nowiki> || Visits.Duration || Duration
|-
| TotalTime || double || The total visit time (WaitTime + Duration). || <nowiki>{{Visit.TotalTime}}</nowiki> || Visits.TotalTime || TotalTime
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Visit.CustomData.cf_123}}</nowiki> || Visits.CustomData->>``$.cf_123`` || [Field Name]
|-
| isTerminated || tinyint || Whether or not this visit was automatically [[TracCloud:_Log_Listing_Message,_KIOSK_Notices,_and_Custom_KIOSKs|terminated]] by TracCloud. || || Visits.isTerminated ||
|-
| Fund || varchar(80) || The fund for this visit. || <nowiki>{{Visit.Fund}}</nowiki> || Visits.Fund || Fund
|-
| CtrNotes || text || The notes field filled in by staff/consultants in TracCloud. || <nowiki>{{Visit.CtrNotes}}</nowiki> || Visits.CtrNotes || VisitNotes
|-
| SurveyRespID || bigint || Relates to Responses.Sequence. || || Visits.SurveyRespID ||
|-
| TermID || bigint || Relates to Terms.Sequence. || || Visits.TermID || VisitTermCode (displays Terms.TermCode)
|-
| SectionID || bigint || Relates to Sections.Sequence. || || Visits.SectionID ||
|-
| Location || varchar(512) || The location of the visit. || <nowiki>{{Visit.Location}}</nowiki> || Visits.Location || Location
|-
| Online || tinyint || The modality of the visit. Possible values are listed below. 0 = In-person 1 = Online 2 = Asynchronous 3 = Phone|| <nowiki>{{Visit.Online}}</nowiki> || Visits.Online|| Online
|-
| TimeZone || varchar(120) || The time zone of this visit's time. || || Visits.TimeZone ||
|-
| VisitDay || varchar(20) || The day of week the visit took place. || <nowiki>{{Visit.Day}}</nowiki> || Visits.VisitDay ||Weekday
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Appointments</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-3">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-3">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || A unique identifier for each appointment record. || || Appointments.Sequence || ApptID
|-
| StartDT || datetime || The appointment start date and time. || <nowiki>{{Appointment.StartDT}}</nowiki> || Appointments.StartDT || DateIn and TimeIn
|-
| StartTime || time || The appointment start time, formatted as "02:00pm". || <nowiki>{{Appointment.StartTime}}</nowiki> || ||
|-
| DisplayTime || time || The appointment start time, formatted as 200p. || <nowiki>{{Appointment.DisplayTime|raw}}</nowiki> || ||
|-
| StartDate || date || The appointment start date, formatted as "01/31/25". || <nowiki>{{Appointment.StartDate}}</nowiki> || ||
|-
| DisplayDate || date || The appointment start date, formatted as "Fri, Jan 31" or "Today" for same-day appointments. || <nowiki>{{Appointment.DisplayDate}}</nowiki> || ||
|-
| Duration || double || The length of the appointment in minutes. || <nowiki>{{Appointment.Duration}}</nowiki> || Appointments.Duration || Duration
|-
| EndDT || datetime || The appointment end date and time. || <nowiki>{{Appointment.EndDT}}</nowiki> || Appointments.EndDT || TimeOut
|-
| EndTime || time || The appointment end time. || <nowiki>{{Appointment.EndTime}}</nowiki> || ||
|-
| EndDate || date || The appointment end date. || <nowiki>{{Appointment.EndDate}}</nowiki> || ||
|-
| Day || varchar || The appointment day of week. || <nowiki>{{Appointment.Day}}</nowiki> || || Weekday
|-
| Link || varchar || A link to the appointment record in TracCloud. || <nowiki>{{Appointment.Link}}</nowiki> || ||
|-
| StudentID || bigint || Relates to Students.Sequence (not Students.ID). || || Appointments.StudentID ||
|-
| ConsultantID || bigint || Relates to Staff.Sequence. || || Appointments.ConsultantID ||
|-
| VisitID || bigint || Relates to Visits.Sequence. || || Appointments.VisitID ||
|-
| CenterID || bigint || Relates to Centers.Sequence. || || Appointments.CenterID ||
|-
| ReasonID || bigint || Relates to Reasons.Sequence. || || Appointments.ReasonID ||
|-
| SectionID || bigint || Relates to Sections.Sequence. || || Appointments.SectionID ||
|-
| AvailRecID || bigint || Relates to AvailBlocks.Sequence. || || Appointments.AvailRecID ||
|-
| RecurID || bigint || Recurring appointments that are part of the same series (e.g., weekly at 2pm) will have a matching RecurID. || || Appointments.RecurID ||
|-
| Status || varchar(80) || The status of the appointment. || <nowiki>{{Appointment.Status}}</nowiki> || Appointments.Status || ApptStatus
|-
| Location || varchar(512) || The location of the appointment. This will be the in-person location if in-person or the availability's meeting link if online. For online sessions, you may want to use "OnlineLink" instead so TracCloud can track attendance.|| <nowiki>{{Appointment.Location}}</nowiki> || Appointments.Location || Location
|-
| Fund || varchar(80) || The appointment fund. || <nowiki>{{Appointment.Fund}}</nowiki> || Appointments.Fund || Fund
|-
| Online || int || Whether or not the appointment is online. Possible values are listed below. 0 = In-person 1 = Online 2 = Asynchronous 3 = Phone || <nowiki>{{Appointment.Online}}</nowiki> || Appointments.Online || Appointment Meeting Type Online (displays as "Yes" or blank)
|-
| OnlineURL || varchar(512) || The online meeting link for the appointment. This will be blank for in-person appointments. The Twig tag will contain a TracCloud link that tracks attendance when the student joins rather than a direct link to the meeting room. || <nowiki>{{Appointment.OnlineLink}}</nowiki> || Appointments.OnlineURL || ApptOnlineURL
|-
| OtherNotes || text || Student cancellation reason. || <nowiki>{{Appointment.OtherNotes}}</nowiki> || Appointments.OtherNotes || OtherNotes
|-
| Type || varchar || The type of appointment. Possible values are listed below. Group 1 on 1 Online Group Online 1 on 1 Asynchronous Phone || <nowiki>{{Appointment.Type}}</nowiki> || || ApptType
|-
| Icon || || An icon that indicates the appointment type. {{#fas:user-group}} for in-person and {{#fas:wifi}} for online. || <nowiki>{{Appointment.Icon|raw}}</nowiki> || ||
|-
| hasDocument || varchar || Whether or not the appointment has a document uploaded, displayed as "true" or "false". || <nowiki>{{Appointment.hasDocument}}</nowiki> || ||
|-
| OnlineText || varchar || If the appointment is online, this tag will display as "Online", otherwise it will be blank. || <nowiki>{{Appointment.OnlineText}}</nowiki> || ||
|-
| isRecurring || varchar || Whether or not the appointment is recurring, displayed as "true" or "false". || <nowiki>{{Appointment.isRecurring}}</nowiki> || ||
|-
| ["Mar 13, 10:00 am ","Mar 14, 10:00 am ","Mar 15, 10:00 am "]</nowiki>'>RecurringDates || varchar || An array of recurring appointments in the series. || <nowiki>{{Appointment.RecurringDates}}</nowiki> || ||
|-
| recurFirstDate || date || The first date of a recurring appointment series. || <nowiki>{{Appointment.recurFirstDate}}</nowiki> || ||
|-
| recurLastDate || date || The last date of a recurring appointment series. || <nowiki>{{Appointment.recurLastDate}}</nowiki> || ||
|-
| isCancelled || varchar || Whether or not the appointment is currently canceled, displayed as "true" or "false". || <nowiki>{{Appointment.isCanceled}}</nowiki> || ||
|-
| isMissed || varchar || Whether or not the appointment is currently missed, displayed as "true" or "false". || <nowiki>{{Appointment.isMissed}}</nowiki> || ||
|-
| autoCanceled || varchar || Whether or not the appointment was automatically canceled due to max cancel/missed in recurring series rules, displayed as "true" or "false". || <nowiki>{{Appointment.autoCanceled}}</nowiki> || ||
|-
| SchedDT || datetime || The date and time this appointment was scheduled. || <nowiki>{{Appointment.SchedDT}}</nowiki> || Appointments.SchedDT || ApptScheduledDT
|-
| SchedModDT || datetime || The date and time this appointment was last modified || <nowiki>{{Appointment.SchedModDT}}</nowiki> || Appointments.SchedModDT || ApptModifiedDT
|-
| SchedUser || varchar(80) || The user who originally scheduled this appointment. || <nowiki>{{Appointment.SchedUser}}</nowiki> || Appointments.SchedUser || ScheduledBy
|-
| SchedNotes</a> || text || Unused. || || || SchedNotes
|-
| SurveyRespID || bigint || Relates to Responses.Sequence. || || Appointments.SurveyRespID ||
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Appointment.CustomData.cf_123}}</nowiki> || Appointments.CustomData->>``$.cf_123`` || [Field Name]
|-
| SchedModBy || varchar(80) || The user who last edited the appointment. || <nowiki>{{Appointment.SchedModBy}}</nowiki> || Appointments.SchedModBy || ApptModifiedBy
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Availabilities</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-4">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-4">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || A unique identifier for every availability record. || || AvailBlocks.Sequence
|-
| FromDT || datetime || The starting date and time of this availability block. || || AvailBlocks.FromDT
|-
| ToDT || datetime || The ending date and time of this availability block. || || AvailBlocks.ToDT
|-
| Increments || varchar(5) || The increment duration in minutes. || || AvailBlocks.Increments
|-
| Breaks || varchar(5) || The delay between increments in minutes. || || AvailBlocks.Breaks
|-
| DAYS || varchar(30) || Which days of the week this availability is available on. || || AvailBlocks.Days
|-
| isAvail || int || 0 = Reserve block, 1 = Regular availability, 2 = Stacked availability. || <nowiki>{{AvailBlock.isAvail}}</nowiki> || AvailBlocks.isAvail
|-
| BlockType || varchar(256) || Reserve block description. || || AvailBlocks.BlockType
|-
| BlockStatus || varchar(80) || Reserve block appointment status. || || AvailBlocks.BlockStatus
|-
| MaxStudents || int || The number of available slots at this time. || <nowiki>{{AvailBlock.MaxStudents}}</nowiki> || AvailBlocks.MaxStudents
|-
| ConsultantID || bigint || Relates to Staff.Sequence. || || AvailBlocks.ConsultantID
|-
| CenterID || bigint || Relates to Centers.Sequence. || || AvailBlocks.CenterID
|-
| ReasonID || bigint || Relates to Reasons.Sequence. || || AvailBlocks.ReasonID
|-
| SectionID || bigint || Relates to Sections.Sequence. || || AvailBlocks.SectionID
|-
| AvailSubj || varchar(256) || The availability subject, including wildcard entries. || || AvailBlocks.AvailSubj
|-
| RecurType || || The type of recurring appointment. The possible options are listed below. None Daily Weekly Bi-Weekly Optional Daily Optional Weekly Optional Bi-Weekly Optional Daily Chosen Optional Weekly Chosen Optional Bi-Weekly Chosen || || AvailBlocks.RecurType
|-
| Location || varchar(512) || The in-person location for this availability. || || AvailBlocks.Location
|-
| OnlineURL || varchar(512) || The online location for this availability. || || AvailBlocks.OnlineURL
|-
| Fund || varchar(80) || The availability fund. || || AvailBlocks.Fund
|-
| isInperson || tinyint || Whether or not the availability is in-person. || || AvailBlocks.isInperson
|-
| isOnline || tinyint || Whether or not the availability is online. || || AvailBlocks.isOnline
|-
| isAsynch || tinyint || Whether or not the availability is asynchronous. || || AvailBlocks.isAsync
|-
| defLocChoice || int || The default location choice. 0 = in-person, 1 = online, 2 = asynchronous. || || AvailBlocks.defLocChoice
|-
| isMeeting</a> || tinyint || Whether or not a reserve block is designated as as meeting block. || || AvailBlocks.isMeeting
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Course Related (Courses, Sections, Terms, Registrations, Faculty, SectionSchedule)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-5">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-5">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Courses
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || A unique identifier for every course. || || ||
|-
| Subject || varchar(40) || The subject. || <nowiki>{{Course.Subject}}</nowiki> || Courses.Subject || Subject
|-
| Course || varchar(20) || The course number. || <nowiki>{{Course.Course}}</nowiki> || Courses.Course || Course
|-
| Title || varchar(120) || The course title. || <nowiki>{{Course.Title}}</nowiki> || Courses.Title || Title
|-
| ExcludeFromCharts || tinyint || Whether or not this course is configured to be excluded from charts. || || Courses.ExcludeFromCharts ||
|-
| Dept || varchar(40) || The assigned department for this course. || || Courses.Dept ||
|-
| SubjectCourse || varchar(200) || Combination of Subject and Course in one field. || <nowiki>{{Course.SubjectCourse}}</nowiki> || Courses.SubjectCourse ||
|-
| SubjectCourseTitle || varchar || Combination of Subject, Course, and Title in one field. || <nowiki>{{Course.SubjectCourseTitle}}</nowiki> || ||
|-
| _LastImportedDT || datetime || The date and time this record was last imported. || || Courses._LastImportedDT ||
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Course.CustomData.cf_123}}</nowiki> || Courses.CustomData->>``$.cf_123`` || [Field Name]
|-
| RelatedCoursesID || varchar(20) || The course family identifer. || || Courses.RelatedCoursesID ||
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Sections
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || A unique identifier for each section. || || Sections.Sequence ||
|-
| Inactive || tinyint || Whether or not this section is currently inactive. || || Sections.Inactive ||
|-
| Code || varchar(80) || The section code/number. || <nowiki>{{Section.Code}}</nowiki> || Sections.Code || Section
|-
| CourseID || bigint || Relates to Courses.Sequence. || || Sections.CourseID ||
|-
| GradeGroupID || bigint || Relates to GradeGroups.Sequence. || || Sections.GradeGroupID ||
|-
| CRN || varchar(80) || The CRN of this section record. || <nowiki>{{Section.CRN}}</nowiki> || Sections.CRN || CRN
|-
| TermID || bigint || Relates to Terms.Sequence (not Terms.TermCode). || || Sections.TermID ||
|-
| FacultyID || bigint || Relates to Sections.FacultyID (not Faculty.UserID). || || Sections.FacultyID ||
|-
| nonEnrolled || tinyint || Whether or not this is a [[TracCloud:_Non-Enrolled_Courses|non-enrolled course]]. || || Sections.nonEnrolled ||
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Section.CustomData.cf_123}}</nowiki> || Sections.CustomData->>``$.cf_123`` || [Field Name]
|-
| CreatedDT || timestamp || When this section record was initially created. || || Sections.CreatedDT ||
|-
| ignoreRegImportDeactivate || tinyint || Whether or not this section is configured to ignore deactivations. || || Sections.ignoreRegImportDeactivate ||
|-
| Credits || double || The potential credits for this section. || || Sections.Credits ||
|-
| _LastImportedDT || datetime || The latest date and time this record was imported into TracCloud. || || Sections._LastImportedDT ||
|-
| Title || varchar(120) || This optional field overrides Courses.Title if present. || <nowiki>{{Section.Title}}</nowiki> || Sections.Title ||
|-
| SubjectTermCode || || Combination of Courses.SubjectCourse and Terms.TermCode. || <nowiki>{{Section.SubjectTermCode}}</nowiki> || ||
|-
| SubjectTitle || || Combination of Courses.SubjectCourse and Courses.Title. || <nowiki>{{Section.SubjectTitle}}</nowiki> || ||
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Terms
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || A unique identifer for this term record. || || Terms.Sequence ||
|-
| Active || tinyint || Whether or not this term is currently active. || || Terms.Active ||
|-
| TermCode || varchar(80) || The term/semester code. || <nowiki>{{Term.TermCode}}</nowiki> || Terms.TermCode || Term
|-
| ActiveFrom || date || The start date of this term. || || Terms.ActiveFrom ||
|-
| ActiveTo || date || The end date of this term. || || Terms.ActiveTo ||
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Registrations
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence|| bigint || A unique identifier for this registration record. || || Registrations.Sequence ||
|-
| Inactive || tinyint || Whether or not this registration is currently inactive. || || Registrations.Inactive ||
|-
| OverrideDate || tinyint || Whether or not this registration is configured with a date override. || || Registrations.OverrideDate ||
|-
| SectionID || bigint || Relates to Sections.Sequence. || || Registrations.SectionID ||
|-
| StudentID || bigint || Relates to Students.Sequence (not Students.ID). || || Registrations.StudentID ||
|-
| Grade || varchar(40) || The registration grade. || || Registrations.Grade ||
|-
| ValidFromDT || datetime || The start date of this registration. || || Registrations.ValidFromDT ||
|-
| ValidToDT || datetime || The end date of this registration. || || Registrations.ValidToDT ||
|-
| Notes || text || The registration notes field. || || Registrations.Notes ||
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Registration.CustomData.cf_123}}</nowiki> || Registrations.CustomData->>``$.cf_123`` || [Field Name]
|-
| _LastImportedDT || datetime || The latest date and time this record was imported into TracCloud. || || Registrations._LastImportedDT ||
|-
| RegStatus || varchar(40) || The registration status (dropped, withdrawn, enrolled, etc). || || Registrations.RegStatus ||RegistrationStatus
|-
| EarnedCredits || double || The student's earned credits in this enrollment. || || Registrations.EarnedCredits ||
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Faculty
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || Static identifier for faculty, unrelated to UserID. || || Faculty.Sequence ||
|-
| UUID || varchar(36) || Unique identifer for faculty records. || || Faculty.UUID ||
|-
| FirstName || varchar(80) || The faculty member's first name. || <nowiki>{{Faculty.FirstName}}</nowiki>* || Faculty.FirstName || FacultyFirst
|-
| LastName || varchar(80) || The faculty member's last name. || <nowiki>{{Faculty.LastName}}</nowiki>* || Faculty.LastName || FacultyLast
|-
| UserID || varchar(80) || The faculty member's ID number. || <nowiki>{{Faculty.UserID}}</nowiki>* || Faculty.UserID || FacultyUserID
|-
| UserName || varchar(80) || The faculty member's username for authentication. || <nowiki>{{Faculty.UserName}}</nowiki>* || Faculty.UserName || FacultyUserName
|-
| Salutation || varchar(40) || The faculty member's salutation (e.g., Dr.). || <nowiki>{{Faculty.Salutation}}</nowiki>* || Faculty.Salutation || Salutation
|-
| SalutationFullName || || Combination of salutation and full name. || <nowiki>{{Faculty.SalutationFullName}}</nowiki>* || ||
|-
| SalutationLastName || || Combination of salutation and last name. || <nowiki>{{Faculty.SalutationLastName}}</nowiki>* || ||
|-
| Department || varchar(60) || The faculty member's department. || <nowiki>{{Faculty.Department}}</nowiki>* || Faculty.Department || FacultyDepartment
|-
| Inactive || tinyint || Whether or not this faculty is currently inactive. || || Faculty.Inactive ||
|-
| Phone || varchar(80) || The faculty member's phone number. || <nowiki>{{Faculty.Phone}}</nowiki>* || Faculty.Phone ||
|-
| Email || varchar(120) || The faculty member's email address. || <nowiki>{{Faculty.Email}}</nowiki>* || Faculty.Email || FacultyEmail
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Faculty.CustomData.cf_123}}</nowiki>* || Faculty.CustomData->>``$.cf_123`` || [Field Name]
|-
| OtherID || varchar(80) || An alternate hidden identifier for faculty. This is typically left blank. || || Faculty.OtherID ||
|-
| FullName || varchar(255) || Combination of FirstName, LastName, and Saltuation in one field. || <nowiki>{{Faculty.FullName}}</nowiki>* || Faculty.FullName ||
|-
| _LastImportedDT || datetime || The latest date and time this record was imported into TracCloud. || || Faculty._LastImportedDT ||
|}
* To reference the STEP faculty in [[TracCloud:_Work_Plans|work plans]] with Twig, the "StepFaculty" prefix should be used instead (e.g., <nowiki>{{StepFaculty.FirstName}}</nowiki>). The regular "Faculty" prefix shown above should be used everywhere else.

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ SectionSchedule
|-
! Field !! Type !! Description !! API
|-
| Sequence || bigint || A unique identifer for this section schedule record. || SectionSchedule.Sequence
|-
| SectionID || bigint || Relates to Sections.Sequence (not Sections.Code). || SectionSchedule.SectionID
|-
| Days || varchar(30) || Which days this class takes place on. || SectionSchedule.Days
|-
| Time || time || What time the class starts. || SectionSchedule.Time
|-
| Duration || int || The duration of the class in minutes. || SectionSchedule.Duration
|-
| Description || text || The description for this class. || SectionSchedule.Description
|-
| Campus || varchar(80) || The campus. || SectionSchedule.Campus
|-
| Bldg || varchar(80) || The building. || SectionSchedule.Bldg
|-
| Room || varchar(80) || The room. || SectionSchedule.Room
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Staff/Consultants</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-6">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-6">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || Static identifer for staff. || || Staff.Sequence ||
|-
| UUID || varchar(36) || Unique Identifer for each user. || || Staff.UUID ||
|-
| First_Name || varchar(80) || The staff member's first name. || <nowiki>{{Consultant.First_Name}}</nowiki>* || Staff.First_Name || ConsultantFirst
|-
| Last_Name || varchar(80) || The staff member's last name. || <nowiki>{{Consultant.Last_Name}}</nowiki>* || Staff.Last_Name || ConsultantLast
|-
| LastFirst || varchar(255) || The staff member's full name, formatted as "Last, First". || <nowiki>{{Consultant.LastFirst}}</nowiki>* || Staff.LastFirst ||
|-
| FirstLast || varchar(255) || The staff member's full name, formatted as "First Last". || <nowiki>{{Consultant.FirstLast}}</nowiki>* || Staff.FirstLast ||
|-
| Alias || varchar(120) || The staff member's alias/alternative name. || <nowiki>{{Consultant.Alias}}</nowiki>* || Staff.Alias || ConsultantAlias
|-
| Email || varchar(120) || The staff member's email address. || <nowiki>{{Consultant.Email}}</nowiki>* || Staff.Email || ConsultantEmail
|-
| UserName || varchar(80) || The staff member's username. This typically matches Students.Username if the user has both account types. || <nowiki>{{Consultant.UserName}}</nowiki>* || Staff.UserName || ConsultantUserName
|-
| UserLevel || int || The staff member's [[TracCloud:_Staff_User_Level|user level]]. The possible options are listed below. 0 = Staff 1 = SysAdmin 2 = Profile Admin || || Staff.UserLevel ||
|-
| LastAccess || datetime || Date and time this staff member last logged into TracCloud. || || Staff.LastAccess ||
|-
| GroupID || bigint || The staff member's permission group, relates to Groups.Sequence. || || Staff.GroupID ||
|-
| isKiosk || tinyint || Whether or not this staff account is configured to be a kiosk account. || || Staff.isKiosk ||
|-
| isConsultant || tinyint || Whether or not this staff account is configured to be a consultant account. || || Staff.isConsultant ||
|-
| Inactive || tinyint || Whether or not this account is inactive. || || Staff.Inactive ||
|-
| Phone || varchar(30) || The staff member's phone number. || <nowiki>{{Consultant.Phone}}</nowiki>* || Staff.Phone ||
|-
| CellPhone || varchar(80) || The staff member's cell phone number. || <nowiki>{{Consultant.CellPhone}}</nowiki>* || Staff.CellPhone ||
|-
| WorkPhone || varchar(80) || The staff member's work phone number. || <nowiki>{{Consultant.WorkPhone}}</nowiki>* || Staff.WorkPhone ||
|-
| Address || varchar(80) || The staff member's street address. || || Staff.Address ||
|-
| City || varchar(120) || The staff member's city. || || Staff.City ||
|-
| State || varchar(80) || The staff member's state. || || Staff.State ||
|-
| Zip || varchar(20) || The staff member's zip/post code. || || Staff.Zip ||
|-
| CourseListID || bigint || Relates to CourseList.Sequence || || Staff.CourseListID ||
|-
| Location || varchar(512) || The staff member's assigned in-person location. || || Staff.Location || ConsultantLocation
|-
| OnlineLink || varchar(512) || The staff member's assigned online URL. || || Staff.OnlineLink || ConsultantOnlineLink
|-
| Fund || varchar(80) || The staff member's assigned fund. || || Staff.Fund || ConsultantFund
|-
| PayCodeID || bigint || Relates to PayCodes.Sequence. || || Staff.PayCodeID ||
|-
| Hired || date || The date this staff member was hired. || || Staff.Hired || ConsultantHired
|-
| Terminated || date || The date this staff member's employment was terminated. || || Staff.Terminated || ConsultantTerminated
|-
| ReasonQuit || varchar(220) || The reason for employment termination. || || Staff.ReasonQuit || ConsultantReasonQuit
|-
| Mailbox || varchar(80) || The staff member's mailbox. || || Staff.Mailbox ||
|-
| CenterID || bigint || The staff member's default center. Relates to Centers.Sequence. || || Staff.CenterID || Mailbox
|-
| noShowOnSched || tinyint || Whether or not this staff member has been configured to not show on the schedule. || || Staff.noShowOnSched ||
|-
| Notes || text || The staff member's notes field. || <nowiki>{{Consultant.Notes}}</nowiki>* || Staff.Notes ||
|-
| CustomData || json || All [[TracCloud:_Custom_Fields|custom fields]] are stored in this field. Specify a custom field with its sequence number after "cf_".|| <nowiki>{{Consultant.CustomData.cf_123}}*</nowiki> || Staff.CustomData->>``$.cf_123`` || [Field Name]
|-
| OtherID || varchar(80) || The staff member's alternate/other ID. || || Staff.OtherID || ConsultantOtherID
|-
| StaffBIO || text || The staff member's bio text. || <nowiki>{{Consultant.StaffBIO|raw}}</nowiki>* || Staff.StaffBIO ||
|-
| Pronouns || varchar(80) || The staff member's preferred pronouns. || <nowiki>{{Consultant.Pronouns}}</nowiki>* || Staff.Pronouns || ConsultantPronouns
|-
| CreatedDT || datetime || The date that this staff record was created. || || Staff.CreatedDT ||
|-
| _LastImportedDT || datetime || The date that this staff record was last imported (only applicable if importing staff). || || Staff._LastImportedDT ||
|-
| KioskSort || varchar(10) || The staff member's sort code. || || Staff.KioskSort ||
|-
| SupervisorID || int || The staff member's assigned supervisor. Relates to Staff.Sequence. || || Staff.SupervisorID ||
|-
| TitleOrPosition || varchar(80) || The staff member's title/position. || || Staff.TitleOrPosition ||
|-
| Photo || || The staff member's photo. || <nowiki>{{Consultant.Photo|raw}}</nowiki>* || ||
|}

<nowiki>*</nowiki> Depending on the context, different table prefixes must be used for Twig tags specifically. Most Twig-supported locations throughout TracCloud use the "Consultant" table prefix shown above. Exceptions are listed below. 
* "Staff" (e.g., <nowiki>{{Staff.First_Name}}</nowiki>) should be used in: [[TracCloud:_Workshops|Workshop descriptions and notifications]], [[TracCloud:_Announcements|announcements]], [[TracCloud:_Confirm_Bio|staff bio on search availability]], [[TracCloud:_Confirm_Bio|instructions in staff confirm bio]], [[TracCloud:_Work_Plans|Work Plan assignees]], and the [[TracCloud:_Welcome_Messages|staff welcome message]]
* "Supervisor" (e.g., <nowiki>{{Supervisor.First_Name}}</nowiki>) should be used when referencing the assigned supervisor in [[TracCloud:_Work_Plans|Work Plan]] fields.
* "StepSupervisor" (e.g., <nowiki>{{StepSupervisor.First_Name}}</nowiki>) should be used when referencing the STEP supervisor in [[TracCloud:_Work_Plans|Work Plan]] fields.
* "CreatedBy" (e.g., <nowiki>{{CreatedBy.First_Name}}</nowiki>) can be used to reference the staff member who created a referral in [[TracCloud:_SAGE|SAGE emails]].
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Profile Related (Profiles, Centers, Reasons, Groups)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-7">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-7">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Profiles
|-
! Field !! Type !! Description !! API
|-
| Sequence || bigint || Unique identifer for each profile. || Profiles.Sequence
|-
| Type || int || The type of profile. Possible values are listed below. 1 = TutorTrac 2 = AdvisorTrac 3 = FitnessTrac || Profiles.Type
|-
| Name || varchar(80) || The name of the profile. || Profiles.Name
|-
| Inactive || tinyint || Whether or not this profile is currently inactive. || Profiles.Inactive
|-
| ContactID || bigint || The main contact for this profile. Relates to Staff.Sequence. || Profiles.ContactID
|-
| NameForConsultant || varchar(80) || The name of the "consultant" user type in TracCloud. || Profiles.NameForConsultant
|-
| TimeZone || varchar(120) || This profile's time zone. Uses system time zone if blank (which is common). || Profiles.TimeZone
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Centers
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || Unique identifier for each center. || || Centers.Sequence ||
|-
| Name || varchar(80) || The name of the center. || <nowiki>{{Center.Name}}</nowiki> || Centers.Name || Centers
|-
| CourseListID || bigint || The center's linked course list, relates to CourseList.Sequence. || || Centers.CourseListID ||
|-
| ProfileID || bigint || Which profile this center is linked to, relates to Profiles.Sequence. || || Centers.ProfileID ||
|-
| Inactive || tinyint || Whether or not this center is currently inactive. || || Centers.Inactive ||
|-
| UpdatedDT || datetime || The last time this center record was modified. || || Centers.UpdatedDT ||
|-
| IsWritingCenter || tinyint || Whether or not this center has been configured to ignore consultant specialties. || || Centers.IsWritingCenter ||
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Reasons
|-
! Field !! Type !! Description !! Twig !! API !! SFTP Export
|-
| Sequence || bigint || Unique identifier for each reason. || || Reasons.Sequence ||
|-
| ProfileID || bigint || Which profile this reason is linked to, relates to Profiles.Sequence. || || Reasons.ProfileID ||
|-
| Reason || varchar(80) || The name of the reason. || <nowiki>{{Reason.ReasonName}}</nowiki> <nowiki>{{Reason.Reason}}</nowiki> || Reasons.Reason || Reason
|-
| Inactive || tinyint || Whether or not this reason is inactive. || || Reasons.Inactive ||
|-
| isWork || tinyint || Whether or not this reason is a [[TracCloud:_Payroll|work reason.]] || || Reasons.isWork ||
|-
| SortCode || varchar(40) || The sort code for this reason to override alphabetical sorting. || || Reasons.SortCode ||
|-
| Category || varchar(80) || The reason's category. || <nowiki>{{Reason.Category}}</nowiki> || Reasons.Category ||
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Groups
|-
! Field !! Type !! Description !! API
|-
| Sequence || bigint || Unique identifier for each group. || Groups.Sequence
|-
| GroupName || varchar(80) || The name of the group. || Groups.GroupName
|-
| ProfileID || bigint || Which profile this group is assigned to, relates to Profiles.Sequence. || Groups.ProfileiD
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>SurveyTrac Related (Surveys, SrvyQuestions, Responses, SrvyRespAnswers)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-8">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-8">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Surveys
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each survey. || || Surveys.Sequence
|-
| Name || varchar(80) || The title of the survey. || <nowiki>{{Survey.Name}}</nowiki> || Surveys.Name
|-
| CreatedBy || bigint || The user who created the survey, relates to Staff.Sequence. || || Surveys.CreatedBy
|-
| ProfileID || bigint || Which profile this survey is linked to, relates to Profiles.Sequence. || || Surveys.ProfileID
|-
| AutoSend || varchar(80) || The chosen "Initiated Via" option. || || Surveys.AutoSend
|-
| Active || tinyint || Whether or not this survey is currently active. || || Surveys.Active
|-
| ActiveFrom || date || The start date of the survey period. || || Surveys.ActiveFrom
|-
| ActiveTo || date || The end date of the survey period. || || Surveys.ActiveTo
|-
| Instructions || text || The instructions displayed to the recipient when filling out the survey. || || Surveys.Instructions
|-
| Confirmation || text || The text shown to the recipient after submitting a response. || || Surveys.Confirmation
|-
| HeadText || text || The survey title shown to the recipient above the questions. || || Surveys.HeadText
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ SrvyQuestions
|-
! Field !! Type !! Description !! API
|-
| Sequence || bigint || Unique identifer for each survey question. || SrvyQuestions.Sequence
|-
| Question || text || The question text. || SrvyQuestions.Question
|-
| SurveyID || bigint || Which survey the question is assigned to, relates to Surveys.Sequence. || SrvyQuestions.SurveyID
|-
| Points || double || How many points a correct answer is worth ([[TracCloud:_Grade_Groups_%26_Potential_Assignments|more info.]] || SrvyQuestions.Points
|-
| AnswerChoices || text || The available answers students can select from. || SrvyQuestions.AnswerChoices
|-
| Type || varchar(80) || The format/type of question. || SrvyQuestions.Type
|-
| Number || int || The question number; the value that determines question order. || SrvyQuestions.Number
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Responses
|-
! Field !! Type !! Description !! API
|-
| Sequence || bigint || Unique identifer for each survey response. || Responses.Sequence
|-
| SurveyID || bigint || Which survey this response is linked to, relates to Surveys.Sequence. || Responses.Sequence
|-
| linkedUID || varchar(36) || The UUID of the person who answered this survey. || Responses.linkedUID
|-
| SentByID || varchar(36) || Who/what sent the survey to the recipient. This can be "Dashboard" for dashboard surveys, the name of center for automated surveys, or the UUID of a staff member if manually sent. || Responses.SentByID
|-
| StudentID || bigint || The student recipient, relates to Students.Sequence (not Students.ID). || Responses.StudentID
|-
| SentBy || varchar(80) || Same as SentByID, except in the case of surveys sent by staff this field will display username instead of UUID. || Responses.SentBy
|-
| SentDate || datetime || The date and time this survey was sent to the recipient. || Responses.SentDate
|-
| AnsweredDate || datetime || The date and time the recipient responded to the survey. This will be null if no response has been received. || Responses.AnsweredDate
|-
| StaffID || bigint || The staff recipient, relates to Staff.Sequence. || Responses.StaffID
|-
| FacultyID || bigint || The faculty recipient, relates to Faculty.Sequence. || Responses.FacultyID
|-
| SentManually || tinyint || Whether or not this survey was manually sent to the recipient. || Responses.SentManually
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ SrvyRespAnswers
|-
! Field !! Type !! Description !! API
|-
| Sequence || bigint || Unique identifer for each question response. || SrvyRespAnswers.Sequence
|-
| QuestionID || bigint || Which question this response relates to, relates to SrvyQuestions.Sequence. || SrvyRespAnswers.QuestionID
|-
| ResponseID || bigint || Which survey response this question response relates to, relates to Responses.Sequence. || SrvyRespAnswers.ResponseID
|-
| tAnswer || varchar(80) || The recipient's answer to the question || SrvyRespAnswers.tAnswer
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Document Related (Documents, DocTypes)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-9">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-9">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Documents
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each document. || || Documents.Sequence
|-
| linkedUID || varchar(36) || The UUID of the user account this document is upload to, for Student/Staff documents. || || Documents.linkedUID
|-
| Usage || varchar(255) || Where this document is uploaded. Possible values are listed below. student staff appointment visit availability group survey || <nowiki>{{Document.Usage}}</nowiki> || Documents.Usage
|-
| StudentID || bigint || Which student record this document is related to, relates to Students.Sequence (not Students.ID). || || Documents.StudentID
|-
| StaffID || bigint || Which staff record this document is related to, relates to Staff.Sequence. || || Documents.StaffID
|-
| DocTypeID || bigint || Which document type this document is related to, relates to DocTypes.Sequence. || || Documents.DocTypeID
|-
| Date || datetime || The date and time this document was uploaded. || || Documents.Date
|-
| Notes || text || The document notes. || <nowiki>{{Document.Notes}}</nowiki> || Documents.Notes
|-
| PostedBy || varchar(255) || The UUID of the user who uploaded the document. || <nowiki>{{Document.PostedBy}}</nowiki> || Documents.PostedBy
|-
| PostedByName || || The user type, sequence, and name of the user who uploaded this document. || <nowiki>{{Document.PostedByName}}</nowiki> ||
|-
| OrigName || varchar(512) || The name of the document. || <nowiki>{{Document.OrigName}}</nowiki> || Documents.OrigName
|-
| LinkedApptID || bigint || Which appointment record this document is related to, relates to Appointments.Sequence. || || Documents.LinkedApptID
|-
| Type || varchar(255) || The document type. || || Documents.Type
|-
| SizeK || double || The file size (in KiB) || || Documents.SizeK
|-
| Inactive || tinyint || Whether or not this document is marked as inactive. || || Documents.Inactive
|-
| LinkedAvailRecID || bigint || Which availability record this document is related to, relates to AvailBlocks.Sequence. || || Documents.LinkedAvailRecID
|-
| LinkedVisitID || bigint || Which visit record this document is related to, relates to Visits.Sequence. || || Documents.LinkedVisitID
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ DocTypes
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each document type. || || DocTypes.Sequence
|-
| Name || varchar(255) || The name of the document type. || <nowiki>{{DocType.Name}}</nowiki> || DocTypes.Name
|-
| Inactive || tinyint || Whether or not this document type is inactive. || || DocTypes.Inactive
|-
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Resource Related (Resources, ResourceTypes, Checkouts)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-10">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-10">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Resources
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each resource. || || Resources.Sequence
|-
| Title || varchar(80) || The name of the resource. || <nowiki>{{Resource.Title}}</nowiki>
|-
| BarCode || varchar(20) || The barcode value of the resource. || <nowiki>{{Resource.BarCode}}</nowiki> || Resources.BarCode
|-
| Description || text || The description of the resource. || <nowiki>{{Resource.Description}}</nowiki> || Resources.Description
|-
| Keywords || varchar(80) || The keywords for thsi resource, used to find the resource during checkout. || <nowiki>{{Resource.Keywords}}</nowiki> || Resources.Keywords
|-
| Status || int || The status of this resource, possible values are listed below. -1 = Inactive 0 = Checked out 1 = Reserved 2 = Available 3 = Always available || <nowiki>{{Resource.Status}}</nowiki> || Resources.Status
|-
| MaxDaysOut || int || The maximum number of days that an item can be checked out. || <nowiki>{{Resource.MaxDaysOut}}</nowiki> || Resources.MaxDaysOut
|-
| LastDTOut || datetime || The date an time this item was last checked out. || || Resources.LastDTOut
|-
| MaxTimeOut || time || The maximum amount of time that an item can be checked out. || <nowiki>{{Resource.MaxTimeOut}}</nowiki> || Resources.MaxTimeOut
|-
| DueDT || datetime || The date and time this item is due to be returned. This will match Checkouts.DueDT of the most recent checkout. || || Resources.DueDT
|-
| Type || int || The resource type, relates to ResourceTypes.Sequence. || || Resources.Type
|-
| Inactive || tinyint || Whether or not this resource is currently inactive. || || Resources.Inactive
|-
|ProfileID || bigint || Which profile this resource is assigned to, relates to Profiles.Sequence. || || Resources.ProfileID
|-
| AlwaysAvailable || tinyint || Whether or not this resource is designated as always available. || || Resources.AlwaysAvailable
|-
| MaxRenews || int || The maximum number of times a checkout for this resource can be renewed. || || Resources.MaxRenews
|-
| CollateralLogic || tinyint || Whether or not this resource requires collateral to be checked out. || || Resources.CollateralLogic
|-
| LastOutToUUID || varchar(46) || The UUID of the last user to check this resource out. || || Resources.LastOutToUUID
|-
| PickupInstructions || || Instructions for resource pickup. || <nowiki>{{Resource.CustomData.PickupInstructions}}</nowiki> ||
|-
| ReturnInstructions || || Instructions for resource return. || <nowiki>{{Resource.CustomData.ReturnInstructions}}</nowiki> ||
|-
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ ResourceTypes
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each resource type. || || ResourceTypes.Sequence
|-
| Name || varchar(80) || The name of the resource type/category that resources are assigned to. || <nowiki>{{ResourceType.Name}}</nowiki> || ResourceTypes.Name
|-
| Description || varchar(255) || The description of the resource type. || <nowiki>{{ResourceType.Description}}</nowiki> || ResourceTypes.Description
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Checkouts
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each checkout. || || Checkouts.Sequence
|-
| ResourceID || bigint || Which resource this checkout is for, relates to Resources.Sequence. || || Checkouts.ResourceID
|-
| Date || datetime || The date and time of the checkout. || <nowiki>{{Checkout.Date}}</nowiki> || Checkouts.Date
|-
| ReturnedDT || datetime || The date and time the checkout was returned. || || Checkouts.ReturnedDT
|-
| TotalTimeHrs || double || The total number of hours the resource was checked out for. || || Checkouts.TotalTimeHrs
|-
| Collateral || varchar(80) || The collateral for checkout. || <nowiki>{{Checkout.Collateral}}</nowiki> || Checkouts.Collateral
|-
| Notes || text || The notes in the checkout record. || || Checkouts.Notes
|-
| Overdue || tinyint || Whether or not this checkout is overdue. || <nowiki>{{Checkout.Overdue}}</nowiki> || Checkouts.Overdue
|-
| DueDT || datetime || The date and time the checkout is due to be returned. || <nowiki>{{Checkout.DueDT}}</nowiki> || Checkouts.DueDT
|-
| CheckedOutToUUID || varchar(46) || The UUID of the user who checked out this resource. || || Checkouts.CheckedOutToUUID
|-
| CheckedOutToType || varchar(80) || What type of user checked out this resource (Student or Staff). || || Checkouts.CheckedOutToType
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Workshops</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-11">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-11">
 
<section begin="workshops" />
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each workshop. || || Workshops.Sequence
|-
| CenterID || bigint || Which center this workshop is assigned to, relates to Centers.Sequence. || || Workshops.CenterID
|-
| ReasonID || bigint || Which reason this workshop is assigned to, relates to Reasons.Sequence. || || Workshops.ReasonID
|-
| Name || varchar(255) || The name of the workshop. || <nowiki>{{Workshop.Name}}</nowiki> || Workshops.Name
|-
| Instructor || varchar(255) || The instructor of the workshop. || <nowiki>{{Workshop.Instructor}}</nowiki> || Workshops.Instructor
|-
| {"Course": "100", "Section": "01", "Subject": "ACTG"}</nowiki>'>RosterSubject || json || Contains the subject, course, and section code of the workshop. || || Workshops.RosterSubject
|-
| RosterSubject.Subject || varchar(40) || The workshop subject. || <nowiki>{{Workshop.RosterSubject.Subject}}</nowiki> ||
|-
| RosterSubject.Course || varchar(20) || The workshop course. || <nowiki>{{Workshop.RosterSubject.Course}}</nowiki> ||
|-
| RosterSubject.Section || varchar(80) || The workshop section code. || <nowiki>{{Workshop.RosterSubject.Section}}</nowiki> ||
|-
| StudentLinkedListID || bigint || The list of students this workshop is restricted to, relates to Lists.Sequence. || || Workshops.StudentLinkedListID
|-
| Description || text || The description of the workshop. || <nowiki>{{Workshop.Description}}</nowiki> || Workshops.Description
|-
| AssignmentID || bigint || Which [[TracCloud:_Grade_Groups_%26_Potential_Assignments|potential assignment]] this workshop is assigned to, relates to Assignments.Sequence. || || Workshops.AssignmentID
|-
| CreatedDT || datetime || The date and time this workshop was created. || <nowiki>{{Workshop.CreatedDT}}</nowiki> || Workshops.CreatedDT
|-
| DateFrom || datetime || The start date and time of the workshop. || <nowiki>{{Workshop.DateFrom}}</nowiki> || Workshops.DateFrom
|-
| StartDate || || The start date of the workshop. || <nowiki>{{Workshop.StartDate}}</nowiki> ||
|-
| StartTime || || The start time of the workshop. || <nowiki>{{Workshop.StartTime}}</nowiki> ||
|-
| DateTo || datetime || The end date and time of the workshop. || <nowiki>{{Workshop.DateTo}}</nowiki> || Workshops.DateTo
|-
| EndDate || || The end date of the workshop. || <nowiki>{{Workshop.EndDate}}</nowiki> || Workshops.EndDate
|-
| EndTime || || The end time of the workshop. || <nowiki>{{Workshop.EndTime}}</nowiki> || Workshops.EndTime
|-
| EnrolledDate || || The date of student enrollment. || <nowiki>{{WorkshopsRoster.EnrolledDate}}</nowiki> ||
|-
| isOnline || || Whether the workshop is in-person (0), online (1), or hybrid (2). || <nowiki>{{Workshop.CustomData.isOnline}}</nowiki> ||
|-
| isOnline || || Whether the workshop enrollment is in-person (0) or online (1) || <nowiki>{{WorkshopsRoster.CustomData.isOnline}}</nowiki> ||
|}
<section end="workshops" />
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Custom Fields</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-12">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-12">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Replace '123' in the Twig examples with the sequence of your custom field.
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each workshop. || || CustomDataTypes.Sequence
|-
| DataName || varchar(80) || The internal name of the custom field (different than prompt). || <nowiki>CustomFields.cf_123.DataName</nowiki> || CustomDataTypes.DataName
|-
| Location || varchar(80) || Where the custom field is located. Possible values are listed below. Appointment - Consultant Appointment - Student Availability Certification Consultant Document Faculty Reason Registration Resource Section SI_Session Student - Campus Student - Custom1 Student - Custom2 Student - Custom3 Student - Custom4 Student - Custom5 Student - Other Info Student - QuickStudent Visit - Consultant Visit - Q2 Raise Hand Visit - Student || || CustomDataTypes.Location
|-
| Prompt || text || The visible name of the custom field (what students see). || <nowiki>CustomFields.cf_123.Prompt</nowiki> || CustomDataTypes.Prompt
|-
| Yes\r\nNo</nowiki>">Choices || text || The available list of choices for custom fields with predefined answers. || <nowiki>CustomFields.cf_123.Choices</nowiki> || CustomDataTypes.Choices
|-
| InputType || varchar(80) || What type of custom field this is. Possible values are listed below. field areafield leftcheckfield multicheckfield radiofield radioimagefield toggle menufield imagemenufield imagepopfield signaturefield uploaddocfield popfield labeledhtml infohtml headerhtml group || || CustomDataTypes.InputType
|-
| ProfileID || bigint || Which profile this custom field is linked to, 0 is all. Relates to Profiles.Sequence. || || CustomDataTypes.ProfileID
|}
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Success Plan Related (SuccessPlan, SPSteps, SPAssigned, SPAssignedSteps)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-13">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-13">
 
<section begin="SPTags" />
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ SuccessPlan
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each success plan. || || SuccessPlan.Sequence
|-
| Name || varchar(120) || The name of the success plan. || <nowiki>{{SuccessPlan.Name}}</nowiki> || SuccessPlan.Name
|-
| ProfileID || bigint || Which profile this success plan is assigned to, relates to Profiles.Sequence. || || SuccessPlan.ProfileID
|-
| Inactive || tinyint || Whether or not this success plan is currently inactive. || || SuccessPlan.Inactive
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ SPSteps
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each success plan step. || <nowiki>{{SPStep.Sequence}}</nowiki> || SPSteps.Sequence
|-
| SuccessPlanID || bigint || Which success plan this step is assgined to. || <nowiki>{{SPStep.}}</nowiki> || SPSteps.SuccessPlanID
|-
| Type || varchar(120) || What type of step this is. Possible values are listed below. Visit Survey Document Task Checkout Notification Prompt|| <nowiki>{{SPStep.Type}}</nowiki> || SPSteps.Type
|-
| DateOrOffset || varchar(36) || When this Step needs to be completed (number of days or static date based on Plan type) || <nowiki>{{SPStep.DateOrOffset}}</nowiki> || SPSteps.DateOrOffset
|-
| isOptional || tinyint || Whether or not the step is optional. || <nowiki>{{SPStep.isOptional}}</nowiki> || SPSteps.isOptional
|-
| isNoSendEmails || tinyint || Whether or not emails are disabled for this step. || <nowiki>{{SPStep.isNoSendEmails}}</nowiki> || SPSteps.isNoSendEmails
|-
| isPromptOnDash || tinyint || Whether or not the prompt is set to display on the dashboard. || <nowiki>{{SPStep.isPromptOnDash}}</nowiki> || SPSteps.isPromptOnDash
|-
| DirectedTo || int || Who the confirmation is directed to. Possible values are listed below. 0 = Student 1 = Plan Staff 2 = Plan Faculty 3 = Step Staff 4 = Step Faculty || <nowiki>{{SPStep.DirectedTo}}</nowiki> || SPSteps.DirectedTo
|-
| OverrideRequireConfirmation || int || Whether or not this step has been overridden to allow/disallow confirmation. || <nowiki>{{SPStep.OverrideRequireConfirmation}}</nowiki> || SPSteps.OverrideRequireConfirmation
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ SPAssigned
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each assigned success plan. || || SPAssigned.Sequence
|-
| SuccessPlanID || bigint || What type of success plan this is, relates to SuccessPlan.Sequence || || SPAssigned.SuccessPlanID
|-
| StudentID || bigint || Which student this plan is assigned to, relates to Students.Sequence (not Students.ID). || || SPAssigned.StudentID
|-
| ConsultantID || bigint || The assigned plan consultant, relates to Staff.Sequence. || || SPAssigned.ConsultantID
|-
| DateStarted || date || The date the plan began. || <nowiki>{{SPAssigned.DateStarted}}</nowiki> || SPAssigned.DateStarted
|-
| DateCompleted || date || The date the plan was completed. || <nowiki>{{SPAssigned.DateCompleted}}</nowiki> || SPAssigned.DateCompleted
|-
| DueDate || date || The date the plan is due for completion. || <nowiki>{{SPAssigned.DueDate}}</nowiki> || SPAssigned.DueDate
|-
| TermID || bigint || The term this plan is linked to, relates to Terms.Sequence. || || SPAssigned.TermID
|-
| Inactive || tinyint || Whether or not this plan is inactive. || || SPAssigned.Inactive
|-
| Status || varchar(120) || The status of the plan. Possible values are listed below. In Progress Complete Overdue || <nowiki>{{SPAssigned.Status}}</nowiki> || SPAssigned.Status
|-
| Percent || int || The completion percentage of the plan. || <nowiki>{{SPAssigned.Percent}}</nowiki> || SPAssigned.Percent
|-
| FacultyID || bigint || The faculty assigned to the plan, relates to Faculty.Sequence (not Faculty.UserID). || || SPAssigned.FacultyID
|-
| DashboardStatus || || The HTML text that would appear on the student's main menu showing their progress in the plan. || <nowiki>{{SPAssigned.DashboardStatus|raw}}</nowiki> ||
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ SPAssignedSteps
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each assigned success plan step. || || SPAssignedSteps.Sequence
|-
| SPAssignedID || bigint || Which assigned success plan this is assigned to, relates to SPAssigned.Sequence. || || SPAssignedSteps.SPAssignedID
|-
| StudentID || bigint || Which student this is assigned to, relates to Students.Sequence (not Students.ID). || || SPAssignedSteps.StudentID
|-
| SPStepID || bigint || Which success plan step this relates to, relates to SPSteps.Sequence || || SPAssignedSteps.SPStepID
|-
| CompletedDate || date || The date this step was completed. || <nowiki>{{SPAssignedStep.CompletedDate}}</nowiki> || SPAssignedSteps.CompletedDate
|-
| DueDate || date || The date this step was due to be completed. || <nowiki>{{SPAssignedStep.DueDate}}</nowiki> || SPAssignedSteps.DueDate
|-
| CompletionOverride || tinyint || Whether or not the completion override option is enabled for this step. || <nowiki>{{SPAssignedStep.CompletionOverride}}</nowiki> || SPAssignedSteps.CompletionOverride
|-
| StaffNotes || text || Any notes entered by the staff for this step. || <nowiki>{{SPAssignedStep.StaffNotes}}</nowiki> || SPAssignedSteps.StaffNotes
|-
| Confirmed || tinyint || Whether or not this step has been confirmed. || <nowiki>{{SPAssignedStep.Confirmed}}</nowiki> || SPAssignedSteps.Confirmed
|-
| StepFacultyID || bigint || Which faculty this step is assigned to, relates to Faculty.Sequence (not Faculty.UserID). || <nowiki>{{SPAssignedStep.StepFacultyID}}</nowiki> || SPAssignedSteps.StepFacultyID
|-
| StepConsultantID || bigint || Which staff record this step is assigned to, relates to Staff.Sequence. || <nowiki>{{SPAssignedStep.StepConsultantID}}</nowiki> || SPAssignedSteps.StepConsultantID
|-
| Index || || The number of the step, based on the order they were created in. || <nowiki>{{SPAssignedStep.Index}}</nowiki> ||
|-
| PartialStepValue || || The progress in the step. For example, you may want to show how many visits they've completed out of a step that requires they complete X visits. || <nowiki>{{SPAssignedStep.CustomData|json_decode.PartialStepValue}}</nowiki> ||
|}
<section end="SPTags" />
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Work Plan Related (WorkPlan, WPSteps, WPAssigned, WPAssignedSteps)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-14">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-14">
 
<section begin="WPTags" />
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ WorkPlan
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each work plan. || || WorkPlan.Sequence
|-
| Name || varchar(120) || The name of the work plan. || <nowiki>{{WorkPlan.Name}}</nowiki> || WorkPlan.Name
|-
| ProfileID || bigint || Which profile this work plan is assigned to, relates to Profiles.Sequence. || || WorkPlan.ProfileID
|-
| Inactive || tinyint || Whether or not this work plan is currently inactive. || || WorkPlan.Inactive
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ WPSteps
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each work plan step. || <nowiki>{{WPStep.Sequence}}</nowiki> || WPSteps.Sequence
|-
| WorkPlanID || bigint || Which work plan this step is assgined to. || <nowiki>{{WPStep.WorkPlanID}}</nowiki> || WPSteps.WorkPlanID
|-
| Type || varchar(120) || What type of step this is. Possible values are listed below. Work Visit Consultation Visit Appointment Survey Document Task Checkout Notification Prompt|| <nowiki>{{WPStep.Type}}</nowiki> || WPSteps.Type
|-
| DateOrOffset || varchar(36) || When this Step needs to be completed (number of days or static date based on Plan type) || <nowiki>{{WPStep.DateOrOffset}}</nowiki> || WPSteps.DateOrOffset
|-
| isOptional || tinyint || Whether or not the step is optional. || <nowiki>{{WPStep.isOptional}}</nowiki> || WPSteps.isOptional
|-
| isNoSendEmails || tinyint || Whether or not emails are disabled for this step. || <nowiki>{{WPStep.isNoSendEmails}}</nowiki> || WPSteps.isNoSendEmails
|-
| isPromptOnDash || tinyint || Whether or not the prompt is set to display on the dashboard. || <nowiki>{{WPStep.isPromptOnDash}}</nowiki> || WPSteps.isPromptOnDash
|-
| DirectedTo || int || Who the confirmation is directed to. Possible values are listed below. 0 = Consultant 1 = Plan Supervisor 3 = No Prompt || <nowiki>{{WPStep.DirectedTo}}</nowiki> || WPSteps.DirectedTo
|-
| OverrideRequireConfirmation || int || Whether or not this step has been overridden to allow/disallow confirmation. || <nowiki>{{WPStep.OverrideRequireConfirmation}}</nowiki> || WPSteps.OverrideRequireConfirmation
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ WPAssigned
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each assigned work plan. || || WPAssigned.Sequence
|-
| WorkPlanID || bigint || What type of work plan this is, relates to WorkPlan.Sequence || || WPAssigned.WorkPlanID
|-
| ConsultantID || bigint || The assigned plan consultant, relates to Staff.Sequence. || || WPAssigned.ConsultantID
|-
| SupervisorID || bigint || The assigned supervisor for this work plan, relates to Staff.Sequence. || || WPAssigned.SupervisorID
|-
| DateStarted || date || The date the plan began. || <nowiki>{{WPAssigned.DateStarted}}</nowiki> || WPAssigned.DateStarted
|-
| DateCompleted || date || The date the plan was completed. || <nowiki>{{WPAssigned.DateCompleted}}</nowiki> || WPAssigned.DateCompleted
|-
| DueDate || date || The date the plan is due for completion. || <nowiki>{{WPAssigned.DueDate}}</nowiki> || WPAssigned.DueDate
|-
| TermID || bigint || The term this plan is linked to, relates to Terms.Sequence. || || WPAssigned.TermID
|-
| Inactive || tinyint || Whether or not this plan is inactive. || || WPAssigned.Inactive
|-
| Status || varchar(120) || The status of the plan. Possible values are listed below. In Progress Complete Overdue || <nowiki>{{WPAssigned.Status}}</nowiki> || WPAssigned.Status
|-
| Percent || int || The completion percentage of the plan. || <nowiki>{{WPAssigned.Percent}}</nowiki> || WPAssigned.Percent
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ WPAssignedSteps
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each assigned work plan step. || || WPAssignedSteps.Sequence
|-
| WPAssignedID || bigint || Which assigned work plan this is assigned to, relates to WPAssigned.Sequence. || || WPAssignedSteps.WPAssignedID
|-
| ConsultantID || bigint || Which consultant this is assigned to, relates to Staff.Sequence. || || WPAssignedSteps.ConsultantID
|-
| WPStepID || bigint || Which work plan step this relates to, relates to WPSteps.Sequence || || WPAssignedSteps.WPStepID
|-
| CompletedDate || date || The date this step was completed. || <nowiki>{{WPAssignedStep.CompletedDate}}</nowiki> || WPAssignedSteps.CompletedDate
|-
| DueDate || date || The date this step was due to be completed. || <nowiki>{{WPAssignedStep.DueDate}}</nowiki> || WPAssignedSteps.DueDate
|-
| CompletionOverride || tinyint || Whether or not the completion override option is enabled for this step. || <nowiki>{{WPAssignedStep.CompletionOverride}}</nowiki> || WPAssignedSteps.CompletionOverride
|-
| StaffNotes || text || Any notes entered by the staff for this step. || <nowiki>{{WPAssignedStep.StaffNotes}}</nowiki> || WPAssignedSteps.StaffNotes
|-
| Confirmed || tinyint || Whether or not this step has been confirmed. || <nowiki>{{WPAssignedStep.Confirmed}}</nowiki> || WPAssignedSteps.Confirmed
|-
| StepSupervisorID || bigint || Which supervisor this step is assigned to, relates to Staff.Sequence. || <nowiki>{{WPAssignedStep.StepSupervisorID}}</nowiki> || WPAssignedSteps.StepSupervisorID
|}
<section end="WPTags" />
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>SAGE Related (ReferralType, Referrals)</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-15">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-15">
 
<section begin="SAGE" />
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ ReferralType
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each referral type. || || ReferralType.Sequence
|-
| Name || varchar(255) || The name of the referral type. || <nowiki>{{ReferralType.Name}}</nowiki> || ReferralType.Name
|-
| {"Course": "101", "Section": "01", "Subject": "MATH", "CourseList": "", "useCourseList": "0"}</nowiki>'>RosterSubject || json || This array contains information about what subject(s) this referral type is linked to. || || ReferralType.RosterSubject
|-
| StudentLinkedListID || bigint || Which student list this referral type is limited to, relates to Lists.Sequence. || || ReferralType.StudentLinkedListID
|-
| Active || tinyint || Whether or not this referral type is currently active. || || ReferralType.Active
|-
| NotesInstructions || text || The contents of the notes instructions field. || <nowiki>{{ReferralType.NotesInstructions}}</nowiki> || ReferralType.NotesInstructions
|-
| [{"key": "abcdefg12345678", "label": true, "value": "Pick a reason", "active": true}, {"key": "abcdefg12345679", "label": false, "value": "Reason A", "active": true}, {"key": "abcdefg12345680", "label": false, "value": "Reason B", "active": true}, {"key": "abcdefg12345681", "label": false, "value": "Reason C", "active": true}]</nowiki>'>Reasons || json || An array of all of this referral type's reasons. || <nowiki>{{ReferralType.Reasons}}</nowiki> || ReferralType.Reasons
|-
| [{"key": "abcdefg12345678", "label": true, "value": "Pick a Recommendation", "active": true}, {"key": "abcdefg12345679", "label": false, "value": "Recommendation A", "active": true}, {"key": "abcdefg12345680", "label": false, "value": "Recommendation B", "active": true}, {"key": "abcdefg12345681", "label": false, "value": "Recommendation C", "active": true}]</nowiki>'>Recommend || json || An array of all of this referral type's recommendations. || <nowiki>{{ReferralType.Recommend}}</nowiki> || ReferralType.Recommend
|-
| AdditionalNotesInstr || text|| The contents of the additional notes instrucitons field. || <nowiki>{{ReferralType.AdditionalNotesInstr}}</nowiki> || ReferralType.AdditionalNotesInstr
|-
| OtherInstructions || text || The contents of the other instructions field. || <nowiki>{{ReferralType.OtherInstructions}}</nowiki> || ReferralType.OtherInstructions
|}

{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|+ Referrals
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each referral. || || Referrals.Sequence
|-
| RefTypeID || bigint || Which referral type this referral is linked to, relates to ReferralType.Sequence || || Referrals.RefTypeID
|-
| StudentID || bigint || Which student this referral is assigned to, relates to Students.Sequence (not Students.ID). || || Referrals.StudentID
|-
| FacultyID || bigint || Which faculty this referral is linked to, relates to Faculty.Sequence (not Faculty.UserID). || || Referrals.FacultyID
|-
| SectionID || bigint || Which section this referral is linked to, relates to Sections.Sequence. || || Referrals.SectionID
|-
| ConsultantID || bigint || Which consultant this referral is linked to, relates to Staff.Sequence. || || Referrals.ConsultantID
|-
| CenterID || bigint || Which center this referral is linked to, relates to Centers.Sequence. || || Referrals.CenterID
|-
| CreatedDT || datetime || The date and time this referral was created. || <nowiki>{{Referrals.CreatedDT}}</nowiki> || Referrals.CreatedDT
|-
| CreatedBy || varchar(255) || Who created this referral, either a faculty or staff member. || <nowiki>{{Referrals.CreatedBy}}</nowiki> || Referrals.CreatedBy
|-
| NotesInstrData || text || Notes entered while the referral is being submitted. || <nowiki>{{Referrals.NotesInstrData}}</nowiki> || Referrals.NotesInstrData
|-
| [{"key": "abddefgh12345678", "reason": "Submitted work is acceptable"}, {"key": "abddefgh12345679", "reason": "Attendance is unacceptable"}]</nowiki>'>ReasonsData || json || An array of chosen reasons in this referral. || [[TracCloud:_Twig|Reasons*]] || Referrals.ReasonsData
|-
| [{"key": "abddefgh12345678", "reason": "Attendance and Coursework Reasons"}, {"key": "abddefgh12345678", "reason": "Submitted work is acceptable"}, {"key": "abddefgh12345679", "reason": "Attendance is unacceptable"}]</nowiki>'>ReasonsAndLabels || || Same as above, but this array will also include the reason labels. || [[TracCloud:_Twig|ReasonsAndLabels*]] ||
|-
| [{"key": "abddefgh12345678", "recommend": "Meet with Advisor"}, {"key": "abddefgh12345679", "recommend": "Meet with Instructor"}]</nowiki>'>RecommendData || json || An array of chosen recommendations in this referral. || [[TracCloud:_Twig|Recommendations*]] || Referrals.RecommendData
|-
| [{"key": "abddefgh12345678", "recommend": "Meet with..."}, {"key": "abddefgh12345678", "recommend": "Meet with Advisor"}, {"key": "abddefgh12345679", "recommend": "Meet with Instructor"}]</nowiki>'>RecommendationsAndLabels || || Same as above, but this array will also include the recommendation labels. || [[TracCloud:_Twig|RecommendationsAndLabels*]] ||
|-
| AdditionalNotes || text || Additional notes entered during referral submission.|| <nowiki>{{Referrals.AdditionalNotes}}</nowiki> || Referrals.AdditionalNotes
|-
| FollowUpDate || date || The specified follow-up date from the referral. || <nowiki>{{Referrals.FollowUpDate}}</nowiki> || Referrals.FollowUpDate
|-
| FollowUpBy || varchar(255) || The name of the user who followed up on this referral. || <nowiki>{{Referrals.FollowUpBy}}</nowiki> || Referrals.FollowUpBy
|-
| FollowedUp || tinyint || Whether or not this referral has been followed up on.|| <nowiki>{{Referrals.FollowedUp}}</nowiki> || Referrals.FollowedUp
|-
| FollowedUpDT || datetime || The date and time this referral was followed up on. || <nowiki>{{Referrals.FollowedUpDT}}</nowiki> || Referrals.FollowedUpDT
|-
| Processed || tinyint || Whether or not this referral has been processed (resolved). || <nowiki>{{Referrals.Processed}}</nowiki> || Referrals.Processed
|-
| ProcessedDT || datetime || The date and time this referral was processed. || <nowiki>{{Referrals.ProcessedDT}}</nowiki> || Referrals.ProcessedDT
|-
| ProcessedBy || varchar(255) || The user who processed this referral. || <nowiki>{{Referrals.ProcessedBy}}</nowiki> || Referrals.ProcessedBy
|-
| ProcessedNotes || text || Notes entered while the referral was being processed. || <nowiki>{{Referrals.ProcessedNotes}}</nowiki> || Referrals.ProcessedNotes
|-
| StudentContacted || date || The date the student was contacted about this referral. || <nowiki>{{Referrals.StudentContacted}}</nowiki> || Referrals.StudentContacted
|-
| OverrideResend || tinyint || Whether or not the 'Override and resend' feature has been used. || || Referrals.OverrideResend
|-
| AssignedConsultant || varchar(255) || The name of the consultant or advisor assigned to this referral. || <nowiki>{{Referrals.AssignedConsultant}}</nowiki> || Referrals.AssignedConsultant
|-
| AssignedConsultantID || varchar(255) || The sequence number of the assigned consultant, relates to Staff.Sequence. || <nowiki>{{Referral.CustomData.AssignedConsultantID}}</nowiki> ||
|}
<section end="SAGE" />
</div>
 
</div>


<div style="border-radius: 5px; margin-bottom: 16px; border: 1px solid #2d3034; padding: 15px;">
<div style="float: left;"><big>Specialties</big></div><div style="float: right; color: white; background-color: grey; border: 3px solid grey; font-weight: bold; border-radius: 5px" class="mw-customtoggle-16">Toggle Visibility</div>
<div class="mw-collapsible mw-collapsed" id="mw-customcollapsible-16">
 
{| class="wikitable sortable" style="min-width: 100%; font-size: 15px"
|-
! Field !! Type !! Description !! Twig !! API
|-
| Sequence || bigint || Unique identifer for each specialty. || || Specialties.Sequence
|-
| ConsultantID || bigint || Relates to Staff.Sequence. || || Specialties.ConsultantID
|-
| CenterID || bigint || Relates to Centers.Sequence. || || Specialties.CenterID
|-
| SectionID || bigint || Relates to Sections.Sequence. || || Specialties.SectionID
|-
| ReasonID || bigint || Relates to Reasons.Sequence. || || Specialties.ReasonID
|-
| TermID || bigint || Relates to Terms.Sequence. || || Specialties.TermID
|}
</div>
 
</div>
[[Category:TracCloud Manual]]

TracCloud Report: Logins by Hour by Day of Week

2026-10-01T18:50:05Z

Redrock:

<div class="categoryDynamic">
{{TracCloudReportTabs}}
{{TracCloudReportsManagementTOC}}
</div>
<div class="pageTitle">Logins by Hour by Day of Week</div>

This report illustrates the time of day that students logged into the center over a given date range. The report is plotted by number in a grid with hours of the day listed vertically on the left and days of the week horizontally on the top.

Each visit is only counted once even if it spans multiple hours. For example, a visit from 9:30am to 10:30am will count for 1 in the 9:00am row and 0 in the 10:00am row. If you're interested in counting visits across multiple hours, consider using the [[TracCloud_Report:_Attendance_by_Hour|Attendance by Hour]] report instead. 

[[File:4894227.png|600px]] 

{{#lst:Template:TracCloudReportsDescriptions|Centers}}

{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}

{{#lst:Template:TracCloudReportsDescriptions|Increment}}

{{#lst:Template:TracCloudReportsDescriptions|InPersonOnline}}

{{#lst:Template:TracCloudReportsDescriptions|OnCourseList}}

{{#lst:Template:TracCloudReportsDescriptions|HighlightBusy}}

{{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}

{{#lst:Template:TracCloudReportsDescriptions|OutputFormat}}

{{#lst:Template:TracCloudReportsDescriptions|DeliverTo}}

<hr>
<big>HTML</big> 
[[File:7599666.png|900px]]
 
<big>CSV</big> 
[[File:4869740.png|900px]]

[[Category:TracCloud Reports]]

File:4894227.png

2026-10-01T18:49:53Z

Redrock: Redrock uploaded a new version of File:4894227.png

9318882

TracCloud Report: Attendance by Hour

2026-10-01T18:49:23Z

Redrock:

<div class="categoryDynamic">
{{TracCloudReportTabs}}
{{TracCloudReportsStudentsTOC}}
</div>
<div class="pageTitle">Attendance by Hour</div>

This report lists the number of visits that took place per specified time increment in a given date range, 1 hour by default. The attendance is plotted by number, and in a bar graph. The hours of the day are listed vertically on the left, and then columns to the right depict the number of students in the center(s) within a given block of time.

Each visit can potentially be counted more than once if it spans multiple hours. For example, a visit from 9:30am to 10:30am will count for 1 in the 9:00am row and 1 in the 10:00am row. If you're interested in only counting each visit once, consider using the [[TracCloud_Report:_Logins_by_Hour_by_Day_of_Week|Logins by Hour by Day of Week]] report instead. 

[[File:6107403.png|600px]] 

{{#lst:Template:TracCloudReportsDescriptions|Centers}}

{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}

{{#lst:Template:TracCloudReportsDescriptions|Increment}}

{{#lst:Template:TracCloudReportsDescriptions|InPersonOnline}}

{{#lst:Template:TracCloudReportsDescriptions|OnCourseList}}

{{#lst:Template:TracCloudReportsDescriptions|ShowAttendanceHourDayWk}}

{{#lst:Template:TracCloudReportsDescriptions|HighlightBusy}}

{{#lst:Template:TracCloudReportsDescriptions|AdditionalSearch}}

{{#lst:Template:TracCloudReportsDescriptions|OutputFormat}}

{{#lst:Template:TracCloudReportsDescriptions|DeliverTo}}

<hr>
<big>HTML</big> 
[[File:1951654.png|900px]]
 
<big>CSV</big> 
[[File:7086094.png|600px]]

[[Category:TracCloud Reports]]

Template:TracCloudReportsDescriptions

2026-10-01T18:49:05Z

Redrock:

This template is used to provide descriptions throughout the TracCloud Reports guide. If you've ended up here by mistake, [[TracCloud:_Reports|click here to return to the Reports wiki.]]

Every description can potentially be used across multiple Report articles. Do not use specific examples on this page unless needed, and add "_ReportName" to differentiate them in those cases.

Transclude sections like this: <nowiki>{{#lst:Template:TracCloudReportsDescriptions|TimeFrame}}</nowiki>, replacing 'TimeFrame' with the relevant description code below. 

Centers
<section begin="Centers" />
* Centers
::Filter report data by center. You can select all centers or only a specific few to narrow down your results. At least one center must be selected. Inactive centers are hidden from this list by default, but can be included by checking "Show Inactive."
<section end="Centers" />

TimeFrame
<section begin="TimeFrame" />
* Time Frame
::The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.
<section end="TimeFrame" />

SecondTimeFrame
<section begin="SecondTimeFrame" />
* Secondary Time Frame
::An additional date range for data comparison.
<section end="SecondTimeFrame" />

ChartType
<section begin="ChartType" />
* Chart Type
::This allows you to select the format of the chart. Pie, bar, or line.
<section end="ChartType" />

Increment
<section begin="Increment" />
* Increment
::Select your preferred time increment. I.e., separate results in increments of 1 hour, 30 minutes, or 15 minutes.
<section end="Increment" />

ShowBarChart
<section begin="ShowBarChart" />
* Show bar chart
::Adds a visual bar chart to your report data.
<section end="ShowBarChart" />

ShowTotalsChart
<section begin="ShowTotalsChart" />
* Show Totals Bar Chart
::Adds a visual bar chart of totals to your report data.
<section end="ShowTotalsChart" />

DataTableTotals
<section begin="DataTableTotals" />
* Show data table with totals
::Adds a data table to the report, listing out the results separately from a bar chart.
<section end="DataTableTotals" />

InPersonOnline
<section begin="InPersonOnline" />
* Meeting Type
::Filter the data in this report to only include records based on meeting type (In-Person, Online, Asynchronous (where applicable), and Phone). Defaults to All.
<section end="InPersonOnline" />

ShowOnlineSpecifically
<section begin="ShowOnlineSpecifically" />
* Show online locations specifically
::If unchecked, the 'Location' for online Appts/Visits will be displayed as simply 'Online.' If this option is checked, it will display the specific online location (e.g., '<nowiki>https://zoom.us/123456789</nowiki>').
<section end="ShowOnlineSpecifically" />

OutputFormat
<section begin="OutputFormat" />
* Output format
::Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.
<section end="OutputFormat" />

DeliverTo
<section begin="DeliverTo" />
* Deliver to
::Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).
<section end="DeliverTo" />

DeliverToPlusFTP
<section begin="DeliverToPlusFTP" />
* Deliver to
::Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu). Alternatively, "FTP Export" can be chosen to send the report file to your SFTP directory (same location as your [[TracCloud:_Student_Data_Import|import files]]). If you save a report as a favorite with the FTP Export option chosen, the name of the file will match the name of your favorite report. If automating the FTP report, an email address will be required, but an email will not be sent.
<section end="DeliverToPlusFTP" />

ShowSummary
<section begin="ShowSummary" />
* Show Summary
::Only show data totals, excluding details of individual records.
<section end="ShowSummary" />

ShowWorkVisits
<section begin="ShowWorkVisits" />
* Show Work Visits
::Include consultant work visits in report results.
<section end="ShowWorkVisits" />

CalculateTotals
<section begin="CalculateTotals" />
* Calculate Totals
::Include data totals in report results.
<section end="CalculateTotals" />

SortBy
<section begin="SortBy" />
* Sort by
::Choose how the selected data is sorted.
<section end="SortBy" />

ChartBy
<section begin="ChartBy" />
* Chart by
::Choose how the selected data is sorted in charts.
<section end="ChartBy" />

GroupBy
<section begin="GroupBy" />
* Group by
::Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.
<section end="GroupBy" />

SearchGroup
<section begin="SearchGroup" />
* Search Group
::Filter results based on your search in this group. For example, if you're grouping by Student Major, you can put 'Mathematics' in this field to only show students assigned to that Major.
<section end="SearchGroup" />

AdditionalSearch
<section begin="AdditionalSearch" />
* Additional Search
::Filter your results by a selected field. Use * as a wildcard (Subject: MAT*) | as "or" (Major: Mathematics|Biology) # as "Not" (Status: #Inactive) && as "And" (Major: #Mathematics&&#Biology) blankornull as a keyword to find records where the field is blank (Reason: blankornull) Multiple fields can be added to further narrow down your results.
<section end="AdditionalSearch" />

AdditionalFieldsToShow
<section begin="AdditionalFieldsToShow" />
* Additional fields to show
::This can be used to add additional data fields to the report results. For example, you could use this to add a student's email address in a visit report.
<section end="AdditionalFieldsToShow" />

VisitTimeFormat
<section begin="VisitTimeFormat" />
* Time Format
::This determines the format of duration, a 90-minute session could display as 1.50, 01:30:00, or 01:30.
<section end="VisitTimeFormat" />

DecimalAccuracy
<section begin="DecimalAccuracy" />
* Decimal Accuracy
::This determines the decimal accuracy of duration data. Defaults to 2, showing a 1-hour session as "1.00".
<section end="DecimalAccuracy" />

IgnoreCenterCourseListSubject
<section begin="IgnoreCenterCourseListSubject" />
* Ignore Center Course Lists for Subjects
::Ignore the selected centers and show all specialties regardless of center for subject.
<section end="IgnoreCenterCourseListSubject" />

IgnoreCenterStaffReason
<section begin="IgnoreCenterStaffReason" />
* Ignore Center Staff Link for Reasons
::Ignore the selected centers and show all specialties regardless of center for reason.
<section end="IgnoreCenterStaffReason" />

IgnoreSectionForSubj
<section begin="IgnoreSectionForSubj" />
* Ignore Section for Subjects
::Only view specialties by subject, rather than subject + section.
<section end="IgnoreSectionForSubj" />

ShowOnlyActiveSections
<section begin="ShowOnlyActiveSections" />
* Show Only Active Sections
::Only include active sections in this report.
<section end="ShowOnlyActiveSections" />

SelectTerm
<section begin="SelectTerm" />
* Select Term
::Only show records for the selected term.
<section end="SelectTerm" />

ShowWhichSpecialties
<section begin="ShowWhichSpecialties" />
* Show Which Specialties
::Only show sections that have already been Assigned to a consultant, or view Sections that are still Unassigned. Defaults to 'All'.
<section end="ShowWhichSpecialties" />

ShowAttendanceHourDayWk
<section begin="ShowAttendanceHourDayWk" />
* Show Attendance by Hour by Day of Week
::This will include an additional graph displaying how many visits took place per day of week in addition to the hour-by-hour breakdown.
<section end="ShowAttendanceHourDayWk" />

GroupByStudent
<section begin="GroupByStudent" />
* Group by Student
::This option will group individual records by student name.
<section end="GroupByStudent" />

ApplyDateRange
<section begin="ApplyDateRange" />
* Apply Date Range to
::Choose what your selected date range is in reference to. Defaults to any matching date range.
<section end="ApplyDateRange" />

ShowEmail
<section begin="ShowEmail" />
* Show Email
::Include email address in results.
<section end="ShowEmail" />

ShowNotes
<section begin="ShowNotes" />
* Show Notes
::Include the contents of the Notes field in report results.
<section end="ShowNotes" />

ShowPhone
<section begin="ShowPhone" />
* Show Phone
::Include phone number in results.
<section end="ShowPhone" />

ShowDescription
<section begin="ShowDescription" />
* Show Description
::Include record description in results.
<section end="ShowDescription" />

ShowVisitDetails
<section begin="ShowVisitDetails" />
* Show Visit Details
::If checked, the Subject, Reason, Consultant, and Center of the visit will be included in the results.
<section end="ShowVisitDetails" />

ShowApptDetails
<section begin="ShowApptDetails" />
* Show Appointment Details
::If checked, the Subject, Reason, Consultant, and Center of the appointment will be included in the results.
<section end="ShowApptDetails" />

ShowApptVisitDetails
<section begin="ShowApptVisitDetails" />
* Show Appointment/Visit Details
::If checked, the Dates/Times, Statuses, Consultants, and Centers of the appointments and visits will be included in the results.
<section end="ShowApptVisitDetails" />

ShowAvails
<section begin="ShowAvails" />
* Show Availabilities
::Include availability times in the report results.
<section end="ShowAvails" />

ShowReserved
<section begin="ShowReserved" />
* ShowReserved
::Include blocked or reserved schedule time in the report results.
<section end="ShowReserved" />

ShowCanceledAppts
<section begin="ShowCanceledAppts" />
* Show Canceled Appointments
::Include appointments that have been canceled in your report results.
<section end="ShowCanceledAppts" />

ShowDeletedAppts
<section begin="ShowDeletedAppts" />
* Show Deleted Appointments
::Include appointments that have been deleted (i.e., have a status of "Canceled - Deleted") in your report results.
<section end="ShowDeletedAppts" />

ApplyDatesToLastMod
<section begin="ApplyDatesToLastMod" />
* Apply Dates to Appointment Last Modified
::Your time frame choice is in reference to the date of the appointment that was booked. By checking this box, you will instead search for appointments that were last modified in the date range you provide.
<section end="ApplyDatesToLastMod" />

ShowFacultyInfo
<section begin="ShowFacultyInfo" />
* Show Faculty Name and Email
::Include [[TracCloudGuideListingsFaculty|Faculty]] Name and Email address in report results.
<section end="ShowFacultyInfo" />

ShowStudentID
<section begin="ShowStudentID" />
* Show Student ID
::Include Student ID in report results.
<section end="ShowStudentID" />

ShowStudentEmail
<section begin="ShowStudentEmail" />
* Show Student Email
::Include Student Email in report results.
<section end="ShowStudentEmail" />

StudentsWithoutVisits
<section begin="StudentsWithoutVisits" />
* Include Students without Visits
::Include all students in report results, even if they don't have any visit records.
<section end="StudentsWithoutVisits" />

StudentsWithoutAppts
<section begin="StudentsWithoutAppts" />
* Include Students without Appointments
::Include all students in report results, even if they don't have any appointment records.
<section end="StudentsWithoutAppts" />

StudentsWithoutVisits_VisitsSummary
<section begin="StudentsWithoutVisits_VisitsSummary" />
* Include Students without Visits
::By default, this report will only include students with visits. You can change this preference to also include active students without visits, or go further and include all students without visits.
<section end="StudentsWithoutVisits_VisitsSummary" />

ShowReason
<section begin="ShowReason" />
* Show Reason
::Include Reason in report results.
<section end="ShowReason" />

ShowSubject
<section begin="ShowSubject" />
* Show Subject
::Include Subject in report results.
<section end="ShowSubject" />

ShowLocation
<section begin="ShowLocation" />
* Show Location
::Include Location in report results.
<section end="ShowLocation" />

ShowStatus
<section begin="ShowStatus" />
* Show Status
::Include appointment status in report results.
<section end="ShowStatus" />

ShowAllConsultants
<section begin="ShowAllConsultants" />
* Show All Consultants
::Include all consultants in report results, regardless of if they're assigned to relevant records.
<section end="ShowAllConsultants" />

ShowConsultantEmail
<section begin="ShowConsultantEmail" />
* Show Consultant Email
::Include the consultant email address in report results.
<section end="ShowConsultantEmail" />

ShowOnlyAppts
<section begin="ShowOnlyAppts" />
* Show Only Appointments
::Only show appointments in report results, excluding availability data.
<section end="ShowOnlyAppts" />

ShowOnlyAvails
<section begin="ShowOnlyAvails" />
* Show Only Availabilities
::Only show availabilities in report results, excluding appointment data.
<section end="ShowOnlyAvails" />

ShowAllDates
<section begin="ShowAllDates" />
* Show All Dates
::Display all dates in report results, even if there are no relevant records on those dates.
<section end="ShowAllDates" />
</div>

ReasonSearch
<section begin="ReasonSearch" />
* Reason
::Only show results for the specific [[TracCloud:_Reasons|Reason]].
<section end="ReasonSearch" />

ReasonCatSearch
<section begin="ReasonCatSearch" />
* Reason Category
::Only show results for the specific [[TracCloud:_Reasons|Reason Category]].
<section end="ReasonCatSearch" />

Workshop
<section begin="Workshop" />
* Workshop
::Only show results for the specific workshop, by name.
<section end="Workshop" />

InstructorSearch
<section begin="InstructorSearch" />
* Instructor
::Search by the linked faculty/instructor.
<section end="InstructorSearch" />

AssignmentSearch
<section begin="AssignmentSearch" />
* Assignment
::Search by the linked [[TracCloudGuideGlobalGradesAssign|assignment.]]
<section end="AssignmentSearch" />

StudentListTemp
<section begin="StudentListTemp" />
* Student List
::Search for the name of the [[TracCloudGuideGlobalLists|student list]] you want to filter by.
<section end="StudentListTemp" />

SubjectSearch
<section begin="SubjectSearch" />
* Subject/Course/Section
::Only show results for the specific Subject, Course, or Section.
<section end="SubjectSearch" />

SubjectSearchCRN
<section begin="SubjectSearchCRN" />
* Subject/Course/CRN
::Only show results for the specific Subject, Course, or CRN.
<section end="SubjectSearchCRN" />

SkillsSearch
<section begin="SkillsSearch" />
* Special Needs / Skills / Accommodations
::Only show results for a specific Need/Skill/Accommodation.
<section end="SkillsSearch" />

SearchApptStatus
<section begin="SearchApptStatus" />
* Search Appointment Status
::Only show results for a specific appointment status.
<section end="SearchApptStatus" />

IncludeMissed
<section begin="IncludeMissed" />
* Include Missed Appointments
::Show Missed appointment records in the report results as well.
<section end="IncludeMissed" />

IncludeAsync
<section begin="IncludeAsync" />
* Include Asynchronous Appointments
::Show Asynchronous appointment records in the report results as well.
<section end="IncludeAsync" />

IncludeCanceled
<section begin="IncludeCanceled" />
* Include Canceled Appointments
::Show Canceled appointment records in the report results as well.
<section end="IncludeCanceled" />

ShowAutoCancel
<section begin="ShowAutoCancel" />
* Show Auto Canceled Appointments
::Include appointments that were automatically canceled in the report results. [[TracCloudGuideProfilePrefsEmails|More information.]]
<section end="ShowAutoCancel" />

UseHistorical
<section begin="UseHistorical" />
* Use Student Historical Data
::If unchecked, fields such as Major, Class, GPA, etc will be shown as they are right now. If checked, they will be shown as they were in the date range you selected. This can be useful for retroactively running reports on prior semesters even if those fields have since been overwritten with later data. Keep in mind this feature was implemented in May of 2025, older data may not be available.
<section end="UseHistorical" />

AddUnattendedSession
<section begin="AddUnattendedSession" />
* Additional Unattended Sessions
::Specify additional unattended SI sessions to account for in results.
<section end="AddUnattendedSession" />

IncludeTotalApptType
<section begin="IncludeTotalApptType" />
* Include Totals by Appointment Type
::Enabling this checkbox adds additional columns to the report results displaying the total visits that were linked to group appointments, 1-on-1 appointments, and drop-ins (no linked appointments).
<section end="IncludeTotalApptType" />

QuestionsKey
<section begin="QuestionsKey" />
* Questions Key Option
::This allows you to add the written questions to the top or bottom of report results. By default, only the question number is visible as the column name.
<section end="QuestionsKey" />

HighlightBusy
<section begin="HighlightBusy" />
* Highlight Busier Times
::If enabled, times of day that are busier than usual will be highlighted. TracCloud can automatically calculate the threshold for "busier," or you can specify your own threshold after this option is enabled.
::[[File:9025313.png|400px]]
<section end="HighlightBusy" />

<hr>
<big>Report-Specific Descriptions</big>
 

ViewBy_StudVisitApptBy
<section begin="ViewBy_StudVisitApptBy" />
* View by Visits or Appointments
::This is one of a few reports in the system that can be generated using different methods. View by Visits will search for Visits first, and can also display information about related Appointments. View by Appointments will do the opposite.

::As a real-world example, if Sam Smith has a missed appointment (i.e., no visit record), that information won't display if you View by Visits, but it will if you View by Appointments.
<section end="ViewBy_StudVisitApptBy" />

ViewBy_UsageSnapshot
<section begin="ViewBy_UsageSnapshot" />
* Report Option
::Usage Snapshot will display visit data for all Snapshot Fields in the date range specified and includes a pie chart view for each field.
::[[File:6936254.png|650px]]
::Date Comparison does the same, but for both of your selected date ranges, allowing you to compare attendance from two periods in a single report. Keep in mind that certain fields can change for students over time, and all reports (including this one) will only show the current state of these records. This report option should be used on static/unchanging fields like the visit's subject, center, or reason, and not on fields like the student's class or GPA as those may have changed since the date of their visits.
::[[File:8962653.png|650px]]
::Custom Field Multi-Check Tally will provide the total times each [[TracCloudGuideGlobalCustom|multi-check custom field]] from a visit record was checked, as opposed to the total times every combination of options was chosen (i.e., counting instances of A, B, and C individually rather than A, A + B, A + C, A + B + C, B, etc).
::[[File:4494241.png|650px]]
<section end="ViewBy_UsageSnapshot" />

UtilizationPastDue_Resources
<section begin="UtilizationPastDue_Resources" />
* View Utilization or View Past Due
::Utilization will show all checked out resources and the individual checkouts. Past Due will only display overdue checkouts, items that were not returned soon enough, filtering out checkouts that were returned in time.
<section end="UtilizationPastDue_Resources" />

ShowOnlyStudentsApptStatus_ApptStatCrosstab
<section begin="ShowOnlyStudentsApptStatus_ApptStatCrosstab" />
* Show only students with these appointment statuses
::This will filter the list of students to only those with appointments that match the statuses you specify in the box beneath.
<section end="ShowOnlyStudentsApptStatus_ApptStatCrosstab" />

FieldsToShow_UsageSnapshot
<section begin="FieldsToShow_UsageSnapshot" />
* Snapshot Fields
::Use this to add fields to your report. Add Location to see location usage, consultants to see who has met with the most students, etc.
<section end="FieldsToShow_UsageSnapshot" />

ShowStudents_VisitsCleanup
<section begin="ShowStudents_VisitsCleanup" />
* Show: All Students or Students that Visited
::Show all students in this report, or only those who visited. 'Students that Visited' is default.
<section end="ShowStudents_VisitsCleanup" />

IncludeFillInEssay_SurveyReports
<section begin="IncludeFillInEssay_SurveyReports" />
* Include Fill-in & Essay Answers
::These options will include the answers that were written manually during the response process (as opposed to checkbox/multiple-choice answers).
<section end="IncludeFillInEssay_SurveyReports" />

Survey_SurveyReport
<section begin="Survey_SurveyReport" />
* Survey
::Export responses from this selected survey.
<section end="Survey_SurveyReport" />

ShowHours_ConsCertification
<section begin="ShowHours_ConsCertification" />
* Show Hours
::Include certification hours in results.
<section end="ShowHours_ConsCertification" />

CertType_ConsCertification
<section begin="CertType_ConsCertification" />
* Certification Type
::Filter results to only certifications of a specified type, defaults to 'All.'
<section end="CertType_ConsCertification" />

ShowExtra_ConsCertification
<section begin="ShowExtra_ConsCertification" />
* Show Extra Field
::Include the certification 'Extra Field' value in results.
<section end="ShowExtra_ConsCertification" />

ShowOnlyConsCerts_ConsCertification
<section begin="ShowOnlyConsCerts_ConsCertification" />
* Show Only Consultants with Certifications
::Check this to exclude consultants without certifications from your results.
<section end="ShowOnlyConsCerts_ConsCertification" />

SearchOptions_Resources
<section begin="SearchOptions_Resources" />
* Student ID, Resource Type, Resource Title, Barcode, Keywords, Profile
::Search by Student ID, Resource Type, Resource Title, Resource Barcode, Keywords, or the Profile of your resources.
<section end="SearchOptions_Resources" />

SearchOptions_Resources2
<section begin="SearchOptions_Resources2" />
* Resource Type, Resource Title, Barcode, Keywords, Profile
::Search by Resource Type, Resource Title, Resource Barcode, Keywords, or the Profile of your resources.
<section end="SearchOptions_Resources2" />

ShowReservations_Resources2
<section begin="ShowReservations_Resources2" />
* Show Current and Future Reservations
::Include current and upcoming reservations in report results.
<section end="ShowReservations_Resources2" />

ShowInactive_Resources
<section begin="ShowInactive_Resources" />
* Show Inactive Resources
::Include resources in results that have a status of 'Inactive.'
<section end="ShowInactive_Resources" />

OnlyTable_Q2
<section begin="OnlyTable_Q2" />
* Show Only Table Visits
::Only show Q2 Table visits specifically, exclude center visit records.
<section end="OnlyTable_Q2" />

NotesFields_ApptRequests
<section begin="NotesFields_ApptRequests" />
* Show Looking-for Notes, Found Notes, Followed-Up Notes
::Checking any of these three boxes will include the related 'Notes' field content to your report results.
<section end="NotesFields_ApptRequests" />

ActiveReferral_SAGESnapshot
<section begin="ActiveReferral_SAGESnapshot" />
* Show Only Active Referral Types
::Check this to exclude inactive referral types from your results.
<section end="ActiveReferral_SAGESnapshot" />

PageBreak_GroupRoster
<section begin="PageBreak_GroupRoster" />
* Page Break for Center, Consultant, Class/Group
::Check the relevant box to add a page break for each of the related records. This only applies when printing the report.
<section end="PageBreak_GroupRoster" />

Also used for Referrals by Students and Appointments/Visits 
RefType_SAGERefBy
<section begin="RefType_SAGERefBy" />
* Referral Type
::Choose which Referral Type(s) to include. CTRL + Left Click to choose multiple.
<section end="RefType_SAGERefBy" />

Also used for Referrals by Students and Appointments/Visits 
RefStatus_SAGERefBy
<section begin="RefStatus_SAGERefBy" />
* Processed
::Filter referrals based on status, Processed or Not Processed. Defaults to 'All.'
<section end="RefStatus_SAGERefBy" />

Also used for Referrals by Students and Appointments/Visits 
RefReasonRec_SAGERefBy
<section begin="RefReasonRec_SAGERefBy" />
* Referral Reason, Recommendation
::Filter referrals by the selected Reason and/or Recommendation.
<section end="RefReasonRec_SAGERefBy" />

RefDelimit_SAGERefBy
<section begin="RefDelimit_SAGERefBy" />
* Reason/Recommendation/QA Delimiter
::If multiple Reasons/Recommendations are chosen for a single referral, you can decide how to separate them with this option. E.g., Comma delimited, Pipe delimited, etc.
<section end="RefDelimit_SAGERefBy" />

Also used for Referrals by Students and Appointments/Visits 
RefCons_SAGERefBy
<section begin="RefCons_SAGERefBy" />
* Assigned Consultant
::Filter referrals based on the assigned consultant/advisor.
<section end="RefCons_SAGERefBy" />

ShowWithoutHours_Payroll
<section begin="ShowWithoutHours_Payroll" />
* Show Consultants without Hours
::Display all consultants in payroll report, those without work time will simply display as having 0.00 hours.
<section end="ShowWithoutHours_Payroll" />

Recompute_Payroll
<section begin="Recompute_Payroll" />
* Recompute Data
::This will recalculate your consultant work times to retrieve the most up to date information, but can slightly slow down processing time.
<section end="Recompute_Payroll" />

DailyTime_Payroll
<section begin="DailyTime_Payroll" />
* Show Daily Payroll Hours
::Shows a day-by-day breakdown of work hours within the overall date range that you selected. If enabled, an additional Page Break option will become available. If enabled, page breaks will be inserted between consultant groups so that when printed each consultant is on a separate page.
<section end="DailyTime_Payroll" />

MailboxNotes_Payroll
<section begin="MailboxNotes_Payroll" />
* Show Email, Mailbox, Notes
::Additional consultant fields that can be included in report results if needed.
<section end="MailboxNotes_Payroll" />

ShowFund_Payroll
<section begin="ShowFund_Payroll" />
* Show Funds
::Include fund source in results.
<section end="ShowFund_Payroll" />

GroupFund_Payroll
<section begin="GroupFund_Payroll" />
* Group by Fund, Reason, Center
::Group payroll report results by Fund, Reason, and/or Center.
<section end="GroupFund_Payroll" />

ShowVisits_Payroll
<section begin="ShowVisits_Payroll" />
* Show Work Visits
::Include data on the individual visits in the report itself. If enabled, you will also be able to include notes from the work visit record in the report results by checking Show Work Notes.
<section end="ShowVisits_Payroll" />

Round_Payroll
<section begin="Round_Payroll" />
* Round to Nearest & Round individual visits first
::Round total visit time to the nearest X-minutes. You also have the ability to round individual visit durations first.
<section end="Round_Payroll" />

StudentVisit_Payroll
<section begin="StudentVisit_Payroll" />
* Show Student Visits
::Include Student Visit data in report results, to view who the consultant was working with during their work hours.
<section end="StudentVisit_Payroll" />

PageBreak_Payroll
<section begin="PageBreak_Payroll" />
* Page Break
::Separate consultants onto different pages when printing the HTML version of this report. Requires 'Group by' options to be unchecked.
<section end="PageBreak_Payroll" />

SelectSessions_SISession
<section begin="SelectSessions_SISession" />
* Select Sessions
::Include all sessions, or only visited.
<section end="SelectSessions_SISession" />

NumGroupings_SISession
<section begin="NumGroupings_SISession" />
* Number of Groupings
::The maximum number of groupings. Use this to add totals to different levels of the report (i.e., total visits on this date, in this center, for this reason).
<section end="NumGroupings_SISession" />

ExcludRegGrade_SIComp
<section begin="ExcludRegGrade_SIComp" />
* Exclude Registrations Without a Grade
::Exclude ungraded registrations from report results.
<section end="ExcludRegGrade_SIComp" />

412ptGPA_SIComp
<section begin="412ptGPA_SIComp" />
* Compare 4-point and 12-point GPAs
::Adds a 12pt GPA column for comparison.
<section end="412ptGPA_SIComp" />

GradeDefs_SIComp
<section begin="GradeDefs_SIComp" />
* Passing/Failing/Withdraw Grade Definitions
::Add Grade values here, delimited by a comma, to designate them as Passing, Failing, or Withdraw Grades.
<section end="GradeDefs_SIComp" />

NameGroup_SIComp
<section begin="NameGroup_SIComp" />
* Name of Group
::This determines the phrasing of your 'Visited' group of students. Typically SI, Visited, or similar.
<section end="NameGroup_SIComp" />

VisitBreakdown_SIComp
<section begin="VisitBreakdown_SIComp" />
* Affects of SI on Visits & Withdraw Visits Breakdown
::Use this to determine how you would like to breakdown the SI Group comparisons. For example, students who have visited 1-4 times vs those who visited 5-9 times. Separate ranges with commas.
<section end="VisitBreakdown_SIComp" />

SessionLength_SIComp
<section begin="SessionLength_SIComp" />
* Length of Typical Session
::Specify your average/expected session length here.
<section end="SessionLength_SIComp" />

ShowVisitsDate_RegBy
<section begin="ShowVisitsDate_RegBy" />
* Show Visit Date/Time
::Choose whether or not visit data is displayed in the report.
<section end="ShowVisitsDate_RegBy" />

ShowVisitsInLine_RegBy
<section begin="ShowVisitsInLine_RegBy" />
* Show Visits In-Line
::Keep visit records in the same registration line, rather than duplicating registration information for each visit.
<section end="ShowVisitsInLine_RegBy" />

ShowReg_RegBy
<section begin="ShowReg_RegBy" />
* Show Registrations
::Show registrations specifically with or without related visit records. Defaults to 'All.'
<section end="ShowReg_RegBy" />

LinkToAdvisors_VisByAdvisor
<section begin="LinkToAdvisors_VisByAdvisor" />
* Link to Advisor's Email
::Select the student custom field that contains the advisor email address.
<section end="LinkToAdvisors_VisByAdvisor" />

SuccessPlan_PlanType
<section begin="SuccessPlan_PlanType" />
* Success Plan
::Select the Success Plan type that you want to show results for.
<section end="SuccessPlan_PlanType" />

SuccessPlan_InactivePlans
<section begin="SuccessPlan_InactivePlans" />
* Include Inactive Plans
::Inactive plans are hidden by default, this option allows you to include them in report results.
<section end="SuccessPlan_InactivePlans" />

SuccessPlan_Faculty
<section begin="SuccessPlan_Faculty" />
* Faculty Name
::Filter by assigned faculty name. Expected format is "Last, First".
<section end="SuccessPlan_Faculty" />

SuccessPlan_StepDetails
<section begin="SuccessPlan_StepDetails" />
* Show Step Details
::If enabled, student progress on individual steps and a visual timeline of step due dates will be shown. If checked, another option to show step prompt notes will be available.
<section end="SuccessPlan_StepDetails" />

WorkPlan_PlanType
<section begin="WorkPlan_PlanType" />
* Work Plan
::Select the Work Plan type that you want to show results for.
<section end="WorkPlan_PlanType" />

WorkPlan_Supervisor
<section begin="WorkPlan_Supervisor" />
* Faculty Name
::Filter by assigned supervisor name. Expected format is "Last, First".
<section end="WorkPlan_Supervisor" />

WorkPlan_StepDetails
<section begin="WorkPlan_StepDetails" />
* Show Step Details
::If enabled, consultant progress on individual steps and a visual timeline of step due dates will be shown.
<section end="WorkPlan_StepDetails" />

CenterGrid_MoreCenters
<section begin="CenterGrid_MoreCenters" />
* Only List Students Visiting # or More Centers
::If this report is being run on multiple centers at once, you can use this option to only list students who visited X number of unique centers or more.
<section end="CenterGrid_MoreCenters" />

Tasks_TaskType
<section begin="Tasks_TaskType" />
* Select Task Type
::Select the specific task type/category that you want to include in this report.
<section end="Tasks_TaskType" />

Surveys_ShowCharts
<section begin="Surveys_ShowCharts" />
* Show Charts
::This field allows you to add charts to the report results. Pie, bar, or line.
<section end="Surveys_ShowCharts" />

Tasks_TaskInfo
<section begin="Tasks_TaskInfo" />
* Task Name, Assigned to Name, Student Name, Created by Name
::These fields allow you to further filter report results to view the specific tasks you're looking for.
<section end="Tasks_TaskInfo" />

ApptsAvailsByHour
<section begin="ApptsAvailsByHour" />
* Visits to Include
::You can additionally include the total number of visits on each day. Select between Appointment-related and All Visits. The latter will include drop-ins, batch visits, and other visits that aren't directly linked to an appointment record.
<section end="ApptsAvailsByHour" />

StudentSearchAvail_Include
<section begin="StudentSearchAvail_Include" />
* Searches to Include
::This allows you to filter results to only students who booked or did not book an appointment. Default is all.
<section end="StudentSearchAvail_Include" />

RefbyStudentApptVisit_OnlyIncludeSubject
<section begin="RefbyStudentApptVisit_OnlyIncludeSubject" />
* Only Include Appointments/Visits Linked to Referral Subject
::If checked, only visits/appointments for the same section as the referral will be included in the report results.
<section end="RefbyStudentApptVisit_OnlyIncludeSubject" />

RefbyStudentApptVisit_PrecedingApptsVisits
<section begin="RefbyStudentApptVisit_PrecedingApptsVisits" />
* Include Appointments/Visits Preceding Referral Creation Date
::By default, the visits/appointments shown will only be those that take place after the creation of the referral. If this option is checked, older records will also be included.
<section end="RefbyStudentApptVisit_PrecedingApptsVisits" />

RefbyStudentApptVisit_ShowLinks
<section begin="RefbyStudentApptVisit_ShowLinks" />
* Show Links
::This enables a clickable hyperlink in the report to immediately open visit/appointment records. This only applies when running the report as HTML.
<section end="RefbyStudentApptVisit_ShowLinks" />

RefbyStudentApptVisit_Delimiter
<section begin="RefbyStudentApptVisit_Delimiter" />
* Details/Reason/Recommend/QA Delimiter
::This allows you to choose how appointments and visits are delimited/separated. E.g., Comma delimited, Pipe delimited, etc.
<section end="RefbyStudentApptVisit_Delimiter" />

RefbyStudentApptVisit_WhichReferrals
<section begin="RefbyStudentApptVisit_WhichReferrals" />
* Show Which Referrals
::Filter results to only show referrals with visits/appointments, or without. Default is all.
<section end="RefbyStudentApptVisit_WhichReferrals" />

SecondarySort_StudVisSummary
<section begin="SecondarySort_StudVisSummary" />
* Secondary Sorting
::Select the secondary field that data will be sorted/grouped by. With a field selected, multiple rows can display visits at once. Use Hide Student Name Repeats to hide the student's name on those rows if preferred.
<section end="SecondarySort_StudVisSummary" />

SortByRec_SurveyResponses
<section begin="SortByRec_SurveyResponses" />
* Sort by Recipient
::Sort results by (and add column for) student name, as opposed to ordering results by response date/time.
<section end="SortByRec_SurveyResponses" />

ForPastDue_Resources
<section begin="ForPastDue_Resources" />
* For Past Due, Show All Checkouts
::If this is checked, currently checked out resources will be included in report results. Unchecked would exclude these.
<section end="ForPastDue_Resources" />

IncludeCheckoutNotes_Resources
<section begin="IncludeCheckoutNotes_Resources" />
* Include Checkout Notes
::Adds the checkout notes field as an additional column in report results.
<section end="IncludeCheckoutNotes_Resources" />

VisitsCleanup_OnlyShowAppts
<section begin="VisitsCleanup_OnlyShowAppts" />
* Only Show Appointments for Selected Centers
::The center selection above only filters visits (the left-column of this report). Appointments from other centers will still be shown. By checking this box, the appointments will also be filtered by your selected centers.
<section end="VisitsCleanup_OnlyShowAppts" />

SAGE_ShowActions
<section begin="SAGE_ShowActions" />
* Show Actions
::Include [[TracCloudSAGE|SAGE Potential Actions]] data in report results.
<section end="SAGE_ShowActions" />

UserDetail_TimeFrame
<section begin="UserDetail_TimeFrame" />
* Time Frame, Apply Date Range to Last Access, Apply Date Range to Last Modified
::Time frame is ignored unless one or both checkboxes are enabled. This allows you to filter results to only staff members who logged in during your specified date range and/or the staff records that were modified during your specified date range.
<section end="UserDetail_TimeFrame" />

SIComp_StandardDeviation
<section begin="SIComp_StandardDeviation" />
* Show GPA Standard Deviation
::If enabled, the standard deviation of the GPA fields will be displayed.
<section end="SIComp_StandardDeviation" />

PayCode
<section begin="PayCode" />
* Pay Code
::Filter report results by consultant [[TracCloudGuideBasicsPayroll|pay code]].
<section end="PayCode" />

ShowActiveSurveys_ResponseRate
<section begin="ShowActiveSurveys_ResponseRate" />
* Show Only Active Surveys
::This option is available if "Include All Surveys" is selected, allowing you to at least filter the results to only active surveys.
<section end="ShowActiveSurveys_ResponseRate" />

DocType_Documents
<section begin="DocType_Documents" />
* Document Type
::Optionally filter results based on [[TracCloud:_Documents|document type]].
<section end="DocType_Documents" />

InclInactive_Documents
<section begin="InclInactive_Documents" />
* Include Inactive Documents
::If checked, documents that have been deactivated will still be included in report results.
<section end="InclInactive_Documents" />

OnlyActiveReg_Specialties
<section begin="OnlyActiveReg_Specialties" />
* Only Active Registrations
::Only include section specialties for currently active enrollments.
<section end="OnlyActiveReg_Specialties" />

ApptTotals_CenterSched
<section begin="ApptTotals_CenterSched" />
* Show Appointment Totals
::Include the total appointment count for each grouping.
<section end="ApptTotals_CenterSched" />

ShowAvailNotes_CenterSched
<section begin="ShowAvailNotes_CenterSched" />
* Show Availability Notes
::Include availability notes in report results.
<section end="ShowAvailNotes_CenterSched" />

IncludeEmailInUtil_Resources
<section begin="IncludeEmailInUtil_Resources" />
* Include Email in Utilization
::Include the email address of the user who checked out the item.
<section end="IncludeEmailInUtil_Resources" />

Centers_WorkPlans
<section begin="Centers_WorkPlans" />
* Centers
::Filter report data by center. This is in relation to the linked centers of the consultants.
<section end="Centers_WorkPlans" />

Resolution_ApptRequests
<section begin="Resolution_ApptRequests" />
* Show Resolution Info
::Include information about the resolution of this appointment request, including the date & time, user, and the number of days it took to resolve.
<section end="Resolution_ApptRequests" />

Percentages_ClassAttendance
<section begin="Percentages_ClassAttendance" />
* Show Percentages
::Include percentages for attendance, absenses, and excuses.
<section end="Percentages_ClassAttendance" />

OnCourseList
<section begin="OnCourseList" />
* On Course List
::Filter the results by course list. Keep in mind that course lists only contain active sections.
<section end="OnCourseList" />

File:6107403.png

2026-10-01T18:47:19Z

Redrock: Redrock uploaded a new version of File:6107403.png

2803228

TracCloudChangelog

2026-09-30T09:00:02Z

Redrock:

{{TracCloudWhatsNewTABS}}
<hr> [1.4.19] 2026-09-18
Added
 - Added the On Course List search option to the Logins by Hour by Day of Week report and the Attendance by Hour report (#3262)

Changed
 - Changed the input field for the AvailBlock status from a text field to a dropdown menu populated by the profile prefs (#3259)

Fixed
 - Fixed an issue with faculty-created batch referrals not populating the roster course, and when creating a single referral, selecting a subject should only show the logged-in faculty's sections (#3277)
 - Fixed Max Appointment Rules editing: an invalid rule is rejected with a message instead of being saved, and rules saved before that check existed stay editable (#3255)
 - Fixed faculty's view of student record, registrations tab now only shows registrations connected to the logged-in faculty
 - Fixed an issue with not being able to save a visit if in waiting status (no Time In set yet) (#3273)
 - Fixed an issue where students at a KIOSK could make an appointment even during a break in an availblock (#3129)
 - Fixed issue with incorrect tool menu showing up when hovering over an avail block with an appointment in the schedule when more than one avail block were in a row (#3140)
 - Fixed an issue where consultants cancelling appointments from dashboard within the "no cancellation within" pref time were being marked as "Cancelled - MISSED" (#3139)
 - Fixed an issue with KIOSK logout that could potentially send duplicate post-visit and/or survey emails (#3284)
 - Fixed an issue where the Custom Field name was not required to create a new custom field (#3260)
 - Fixed an issue with stacked availabilities on schedule where after changing the selected center, the reasons would not update (#3238)
 - Fixed Workshops scan student for attendance, if student isn't already enrolled, ad hoc enrollment and marking as attended now works (#3287)
 - Fixed students incorrectly being propted with confirm bio in kiosk when setting explicitly states not to (#3286)
 - Fixed an issue where Custom Form Responses were not saving the Assigned To Names upon creation or saving (#3289)
 - Fixed appointment invite awaiting approval status clearing out when a faculty saves the record (#3172)

<hr> [1.4.18] 2026-09-17
Added

Changed
 - Auto-logout cron: a visit that crossed its auto-logout or notification threshold more than a day ago is still logged out or marked as notified, but no post-visit survey or "still in center" email is sent for it
 - Improved KIOSK Search results. Limits number of students shown, loads less images immediately, and honors the 'Hide student photo' Group preference (#3275)

Fixed
 - Fixed the automatic visit logout and overdue-visit notification cron stopping for a whole campus whenever an open visit had no student or no consultant selected (affected 17 campuses since 1.4.15)
 - Fixed issue of popfield search results extending beyond the bottom of the screen and not being scrollable (#3212)
 - Fixed canceling the confirm bio prompt preventing the terms and conditions prompt from appearing (#3268)
 - Fixed an issue of Max Appointment Rules not displaying if a rule contained invalid settings (#3255)
 - Calendar feed subscriptions (the ICS links staff and students add to Outlook, Google, or Apple Calendar) returned an error instead of appointments since 1.4.10. The feed is fetched without a login, and the appointment renderer rejected the login-less user's empty group preferences. Feeds render again; the links still work without signing in.

<hr> [1.4.17a] 2026-09-16
Fixed
 - Notifications cron: filter by alert-enabled notification types again so the Notifications read uses its index instead of scanning every row on every campus every 2 minutes (database overload on 2026-09-16)

<hr> [1.4.17] 2026-09-16
Added
 - Added a weekly cron script that prunes the specialties of inactive staff

Fixed
 - Fixed creating a new search availability badge failing with an access denied error (#3265)
 - Fixed issue of not being able to exclude a consultant courselist within an existing courselist (#3266)

<hr> [1.4.16] 2026-09-15
Added
 - Added a records-needing-attention listing to the EAB/Navigate360 visit export, grouped by problem with inline Save and re-check, so data problems are caught before wrong visits are uploaded
 - Added an option in Mail Settings to connect Microsoft 365 through the least-privilege (delegated-only) Microsoft app; 1.4.16a adds the Microsoft identity association file the integration requires

Changed
 - Removed the unique index on student term data added in 1.4.10, along with the de-duplication step that came with it

Fixed
 - Fixed ongoing visits displaying as "null" in the student timeline (#3248)
 - Fixed the EAB visit export ignoring the built-in EAB Course Name field, and the campus logo size in the EAB alert email

<hr> [1.4.15j] 2026-09-14
Hotfix series 1.4.15a through 1.4.15j (2026-09-09 to 2026-09-14), correcting regressions introduced by 1.4.15's stricter input validation and access checks.
Fixed
 - Fixed a sign-in loop, including SSO sign-in, caused by a failed session rotation
 - Fixed students not being able to book appointments in Search Availability Only centers
 - Fixed staff not being able to edit appointments
 - Fixed saving a visit that is still in progress (no time out or duration yet) being rejected
 - Fixed automatic visit logout and overdue-visit notifications not running
 - Fixed missed-appointment processing stopping on appointments with no linked visit
 - Fixed terms with no active date range failing to load
 - Fixed Super Profile Admins being moved off their own group at login
 - Fixed responding to a notification failing with an error
 - Fixed Center deletion and two listings being blocked by access checks that could never pass
 - Restored the kiosk, anonymous and QR-code entry points blocked by the July security gate changes
 - Fixed saving Search Appointment Link records (appointment QR codes) (#3252)
 - Fixed the Max Appointment Rule not being applied (#3255)
 - Fixed a blank required field in an import file failing the whole import; the row is now skipped and the import continues (#3256)
 - Fixed spaces being trimmed from course fields on save (#3257)
 - Fixed the Consultant Non-Duplicated Visit Time report failing with an error 500 (#3261)
 - Fixed adding a consultant course list to an existing course list, where the preview/edit window did not work (#3234)
 - Fixed the referral type drop-down on the dashboard being cut off (#3253)
 - Expired appointment holds no longer count against booking limits
 - Reverted the Payroll report to its early July version after recent updates caused errors

<hr> [1.4.15] 2026-09-09
Added
 - Added grouping options to the Appointments/Visits Utilization report (#3171)
 - Added Push Button Radio custom field implementation into reports additional search (#3226)
 - Added Appointment Availability Utilization Summary report (#3147)
 - Added a Hybrid option for workshops, allowing each student to be enrolled for in-person or online (#3184)

Changed

Fixed
 - Fixed Referrals by Student and Appointments/Visits when searching Student List in additional search (#3214)
 - Fixed availability subject box drop down alignment as well as the 'load more...' function for said lists (#3220)
 - Fixed report modal issue if From and/or To time fields are blank which prevented the report from running (#3224)
 - Fixed an issue with new saved favorite reports not saving properly
 - Fixed Appointments/Visits Utilization Report failing on SubSpec additional search (#3236)
 - Workshop Student Enrollment options now appear even if a self-enrollment QR code has not been generated (#3233)

<hr> [1.4.6] 2026-08-21
Added
 - Added an option in the SAGE Referrals by ?? report to show unanswered custom questions (#3182)
 - Numerous back-end improvements to the TracCloud engine, for details see: <a target="_blank" href="https://wiki.go-redrock.com/index.php/TracCloud:_Release_Notes_for_2026-07">wiki.go-redrock.com/index.php/TracCloud:_Release_Notes_for_2026-07</a>
 - Added Surveys on the staff Timeline to shows surveys directed to the staff/consultant (#3154)
 - Added Show these Students... (based on matching username) to the Staff listing menu
 - Added campus override functions for dissertation scheduling confirmation emails
 - Added to the Class Attendance Summary report the option to view section required hours compared to attendance data (requires a section custom field containing the required hours value) (#3163)
 - Added createAppointmentInvite to createResultAction twig function for Success Plan steps
 - Added an option in the SAGE Referrals by ?? report to search by custom questions / answers
 - Added a new report, Section Schedule, in the Management category (#3162)
 - Added to the Students Visits/Appointments by ?? report, appointment sequence and visit sequence as additional fields to show
 - Added links in the Success Plans and Work Plans reports to open the student/staff records by clicking on their names (#3185)
 - Added a new report, Appointments by Faculty and Subject, in the Management category - like the Visits by Faculty and Subject report, each faculty can be emailed their part of the report (#3186)
 - Added a new report, Appointment Invites Unbooked, in the Scheduling category
 - Added an option to allow uploading a document in SAGE referrals (#3181)
 - Added a way to display availability notes onsearch availability display (#3180)
 - Added street address to the Students listing search options (#3189)
 - Added Has Document as an additional field to show in the SAGE Referrals by ?? report (#3181)
 - Added to the Visits by ?? report an option to group by student Other Status
 - Added implementation of Asynchronous Appointment name override on the dashboard scheduling widgets (#3208)
 - Added Hired Date as a searchable field on the staff listing (#3192)
 - Added the option to Use Current List of Staff on the User Detail report when on the staff listing (#3207)
 - Added the option on many report modals with "Additional fields to show" to reorder the fields by dragging
 - Added a SurveyTrac option for Notify Results Email, to use the twig tag {{Response.Link}} to provide a link in the email body to open the survey response in TracCloud (#3210)
 - Added the Use Current List of Staff Records option to the following consultant-related reports: Consultant Certifications, Consultant Specialties, Consultant Additional Detail Listing, and Payroll

Changed
 - Removed the preview option from tiny edit editor
 - If the Heatmap Generator settings result in too much data for screen output, the report can be sent via email
 - When adding a new Completed Action in a referral, the Completed by field is pre-populated with the user's name (#3205)

Fixed
 - Fixed Registrations table access group permissions on student record Actions menu, Register this Student option (#3177)
 - Fixed issue in SAGE Referrals by ?? report related to line breaks in custom questions preventing complete data output
 - Fixed the sorting of referral types on student listing (sort by referral type name) (#3187)
 - Fixed the issue with adding students to static list not working (#3188)
 - Fixed an issue with custom fields not saving data with preceding 0's (#3190)
 - Fixed an issue on search avilability widget linked to inactive centers where there is a linked courselist (#3193)
 - Fixed an issue with displaying phone as an option for default modality (#3194)
 - Fixed an issue with multi-slot group availabilities when "First booked appt determines online / in person for that time slot for all days" is checked, sometimes limiting following slots to just online or in-person depending on appointment made on a previous slot (#3173)
 - Fixed the work reason log out method of Auto Logout Immediately (#3211)
 - Fixed an issue where if a record entry is closed before saving, and if a browser prompt appears prompting to leave the page or stay on the page, staying on the page wouldn't allow further editing (#3213)

<hr> [1.4.3] 2026-07-13
Added
 - Added Analysis Reports to Case Management
 - Added ability to post a notification on Q2 Visit start
 - Added option to trim the time for excessively long Q2 visits
 - Send an email notification when a Q2 visit is started but not concluded
 - Added multi-document field to the custom field types
 - Added a List Students button on the Success Plan Steps report to open the student listing showing students from the report (#3101)
 - Added a List Staff button on the Work Plan Steps report to open the staff listing showing staff from the report (#3101)
 - Added a SurveyTrac option, Do not record a blank response, such that if a survey is left unanswered when submitted, no response data will be recorded (#3155)
 - Added a new Case Management report, Activity Report Listing
 - Added the ability to search appointment invite custom fields on the Appointment Invite Schedule report (#3160)
 - Added individual approval functionality for appointment invites as well as show watch list indicators on invites listing
 - Added Registration Active dates as an additional field to show in the SAGE Referrals by ?? report (#3157)
 - Added a search bar in report modals' Additional Search to quickly find desired search fields
 - Added a new Case Management report, Activity Report Summary
 - Added an option in Preferences, Reports Management to hide the System Audit widget; the system audit report is additionally accessible in the Reports menu, Management category
 - Added more tables to choose in the Heatmap Generator report
 - Added Faculty Attendance KIOSK with student QR Code
 - Added a new preference to control instructions for password resets
 - Added a Site Map, found in the Other menu

Changed
 - QR Code Subtitle instructions allow twig with access to Consultant and Center if there is a linkage.
 - Allow customization of Outstanding Appt Requests questions
 - Adjusted deactivation of Students when linked Staff record is deactivated

Fixed
 - Fixed an issue in the Usage Snapshot report that was preventing filtering by Meeting Type (#3141)
 - Fixed an issue preventing a SuperAdmin from saving custom KIOSKs
 - Fixed an issue with the Heatmap Generator report to show colors when printing
 - Fixed a SurveyTrac issue for the Initiated Via option Email after # of visits during survey period (#3148)
 - Fixed an issue with Action menu not appearing over Student Custom Tabs (#3144)
 - Fixed an issue with reordering custom fields (#3161)

<hr> [1.3.36] 2026-05-29
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)
 - Added Resource Sub-Type tracking enhancements, including an option to send an email if low inventory or high inventory thresholds are set and met
 - Added a new Resource Inventory report in the Management category
 - Added Case Report management for Case Reporting and Activity Report logging
 - Added New Dissertation scheduling feature for faculty to sign up to attend a dissertation session as a Dean's Representative
 - Added a profile preference option to create a visit when an asynchronous appointment is marked as Concluded (#3143)
 - Added a new Case Management report, Cases Listing
 - Added 4 custom tabs to Visits
 - Added an option to search for field names on the nav search menu
 - Added new EAB Course Name for linking data to EAB
 - Added new preference to restrict appointment deletion
 - Added a new Case Management report, Case Status Summary
 - Added 2 new custom field types: 'date' and 'date and time'

Changed
 - Added override rules for Appointment invites to give extra days for certain students
 - Custom fields that are in a subgroup now appear as submenus in the navMenu
 - Custom fields that are in a subgroup are now subgrouped in the powersearch menu

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
 - Fixed an issue where sending a survey to the current listing of students/faculty/staff, after sorting the listing by a column header, fails (#3132)
 - Fixed a slow query for showing an indicator when the student is logged in during their scheduled class time
 - Fixed a NavSearch situation of searching if a custom field is greater or less than a numeric value, to return proper results

<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: SurveyTrac

2026-09-28T15:29:50Z

Redrock:

{{EssentialsTier}}
<div class="categoryDynamic">
{{TracCloudGuideTabs}}
{{TracCloudModulesTOC}}
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<div class="pageTitle">SurveyTrac</div>

The SurveyTrac module within TracCloud provides a versatile system for creating, distributing, and managing surveys directed at students, staff, or faculty. Surveys can be automatically triggered by various criteria, such as after a visit, a specified number of visits, new student record creation, or through manual initiation. Surveys can also be linked to particular reasons, subjects, or centers, allowing for highly customized feedback collection. The module supports anonymous surveys, allows survey link expiration, and offers options to automatically resend unanswered surveys to ensure higher response rates.

SurveyTrac features extensive reporting capabilities that include Survey Snapshots, Survey Responses, and Response Rate Comparison. These reports can be exported in various formats (HTML or CSV) and are customizable with additional fields, filtering options, and automated delivery settings. SurveyTrac also supports email and SMS notifications, providing a streamlined approach to survey management and feedback collection. The system's flexibility makes it ideal for various use cases, from general feedback collection to targeted academic progress assessments. Surveys and other tools in TracCloud can be used to increase student retention. 

[[File:9429636.png|850px]] 

<hr>
==SurveyTrac Configuration==

To create a new survey, head over to your SurveyTrac menu (within the “Other” menu in your Navigation Bar), click the hamburger icon, then select “New Survey.” This will bring you to a survey entry form where you can start configuring basic options relating to your survey. Additional options will become available after saving.

[[File:5047740.png|400px]] 

<hr>

<div class='collapsible'>General</div><div class="mw-collapsible mw-collapsed">
 

<div class='scrollImage'>
[[File:9546371.png|900px]]
</div>

* Created By
: The staff member who created this survey.

* Profile
: The profile that this survey is assigned to.

* Active
: Enables or disables this survey.

* Survey Name
: The name of the survey. This will also appear within emails sent to students and staff.

* Survey Period From & To
: The active period of the survey. Used for Initiated Via options that specify "during survey period," such as "Email after 1st visit during survey period."

* Initiated Via 
: This setting determines the send criteria for this survey, with the following options available.

:* Display during visit entry: This displays within the “Surveys” tab of a visit record, allowing you to fill out and submit the survey from the visit record itself. This survey type only appears when questions are directed to staff.

:* Email after visit: This will be sent to the student/staff after a visit takes place. Specifically after Kiosk logout, Log Listing logout, Quick & Batch Visit creation, and appointments being marked as attended (if a visit doesn't already exist).

:* Email after 1st visit during survey period: Same as above, but only after the student’s first visit during the survey period specified. Subsequent visits will not initiate this survey.

:* Email after # of visits during survey period: Similar to above, but you can choose when the survey sends based on the number of visits. E.g., send a student a survey after their 3rd visit in the center.

:* Email after 1st visit per subject during survey period: Same as "1st visit during survey period," but on a per-subject basis. E.g., the student will receive a survey for their first (and only first) visit for MAT100, then another survey for their first visit for CHEM100, and so on.

:* Email after 1st visit per consultant during survey period: Same as above, but on a per-consultant basis. E.g., the student will receive a survey for their first (and only first) visit with Dave Smith, then another survey for their first visit for Jane Doe, and so on.

:* Email after new student record: This is emailed to the student immediately after their account is created. This only applies when manually creating student accounts, imported students will not receive this survey.

:* Email after 1st booked appointment during survey period: This survey is emailed to the student immediately after they book their first appointment in the date range specified.

:* Show at entry: This displays during the login process on a Kiosk or Log Listing. These responses will not appear in the visit record itself, as opposed to Display during visit entry.

:* Show at entry before 1st visit during survey period: Same as above, but only after the student’s first visit during the survey period specified.

:* Show at exit: This displays during the logout process on a Kiosk or Log Listing. Similar to Show at entry, these responses are not visible in visit records.

:* Show at exit after 1st visit during survey period: Same as above, but only after the student’s first visit during the survey period specified

:* Show at exit for first # of visits during survey period Similar to the above, but repeating for multiple visits. E.g., the first 3 visits in the survey period.

:* Display as link on Main Menu: For each day that a user logs in, a new survey is created and will display as a link in the "Surveys/Documents" widget on their dashboard.

:* Do not auto send: This survey can be manually sent on the Student/Staff/Faculty Listing as a batch, from individual Student/Staff/Faculty profiles under the "Actions" menu, during Batch Visit creation, from group rosters on the schedule, or from the SurveyTrac listing (including sending anonymous surveys to a list of email addresses).

:* Static survey URL: This will provide a static URL and QR code that you can send to anyone. If your survey is not anonymous, users will be prompted to login when they visit the URL. If the survey is anonymous, users will not be prompted to login and anyone with the link can submit an answer.

:* Link on edit student: Similar to Do not auto send, but more limited in where it appears as an option to send. This survey is only possible to send from the student listing as a batch or to individual student profiles manually, or from the SurveyTrac listing.

:* Link on edit visit: This displays in a "Send Survey" prompt in each visit record under the "Surveys" tab. This allows you to initiate the visit survey email manually, as opposed to the non-email Display during visit entry option.

:* Display on document posting: Similar to Link on edit student, except this "Survey" is under a new prompt in the actions menu labelled "Survey Document" and can only be sent to students individually.

:* Display as Student Entry Form: Similar to Link on edit student, except this "survey" is under a new prompt in the actions menu labelled "Complete Survey Form" and can only be sent to students individually.

* Work Visits Only
: If checked, the survey will be sent to consultants after a [[TracCloud:_Payroll|work visit]]. This option only appears if the survey is directed to consultants/tutors and Initiated Via is set to Email after # of visits, Email after 1st visit, or Email after visit.

* 1-on-1 / Group and In-Person / Online / Phone / Asynchronous
: Choose the meeting type and modality criteria of the visits you wish to send this survey for.

* Do not send email, just show on dashboard
: This setting will only appear for surveys that are emailed to students. If this is checked, the email will not be sent, but it will still appear on the dashboard for students to access and fill out.

* Survey Link expires after # days
: Optionally have surveys expire if an answer has not been received within the specified number of days.

* Auto resend after # days & After initial auto resend, resend every # days (emailed surveys only)
: These options can be used to automatically resend unanswered surveys after a specific number of days. The first field determines when the survey will first be resent, and the second can be used to resend it again after every [number] days.

* Recipient Email Settings (emailed surveys only)
: Options relating to the emailed survey formatting. From email address and contact name, the subject line, and the body itself. Three unique [[TracCloudGuideProfilePrefsTwig|Twig]] tags are available for use in this field:
: <nowiki>{{Survey.Link}}</nowiki> - This provides a hyperlink to the survey.
: <nowiki>{{Survey.URL}}</nowiki> - This provides a URL to the survey (if you want to write your own hyperlink with HTML).
: <nowiki>{{Survey.Name}}</nowiki> - This provides the name of the survey.

* Link to Centers
: Determines which centers this survey is assigned to.

* Instructions and Survey Head Text
: These messages will appear at the very top of the survey entry window. Head Text appears in bold at the top, typically a title for the survey. Instructions appears smaller just beneath Head Text, typically a description for the survey or basic instructions. Both fields support [[TracCloudGuideProfilePrefsTwig|Twig]] to display information about the student, their visit, etc.

* Confirmation Message
: The confirmation message will display at the bottom of the survey after submitting responses.
</div>
<hr>

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

<div class='scrollImage'>
[[File:2685896.png|800px]]
</div>

* Allow modification
: This setting allows students/staff to re-open and edit their responses after the initial submission.

* Anonymous Survey
: Will not display student names in responses. Once an Anonymous Survey has responses, it is permanently anonymous.

* Questions directed to…
: These settings determine who this survey will be sent to. For example, if this is an “Email after visit” survey, you can control if the survey gets sent to the Student, the Consultant, the Faculty member, or even all three. For students, you can optionally choose to direct questions to a specific [[TracCloud:_Student_Lists|student list]].

* Prevent responses from being submitted after survey period is over
: By default, surveys can still be answered after the survey period has ended as long as the survey was sent prior to the end date. This option changes that, preventing responses from being submitted after the survey end date has passed.

* Display unmet conditional questions as disabled / grayed-out
: Rather than hiding conditional questions when they aren't relevant, this option will display them as grayed-out/unavailable.
: [[File:1512740.png|400px]]

* Use Custom Display numbers for numbering the questions
: If checked, you will be able to use arbitrary text to 'number' your questions (e.g., A, B, C instead of 1, 2, 3).

* Do not display question numbers on the survey
: If checked, question numbers will be hidden on the recipient view.

* '''Do not record a blank response'''
: If a survey is shown during login or logout and there are no required questions, a student can continue their login/logout without answering any questions. In this case, a blank response will be recorded. Checking this box will not record a response in that scenario.

* Make this survey a quiz
: See [[TracCloudGuideGlobalGradesAssign#5._SurveyTrac_Quizzes|Grade Groups and Assignments]] for more information.

* Send Rate
: Allows you to define a percentage chance of a survey being sent to a student. 100% will always send the survey when the 'Initiated Via' criteria is met.

* Notify results to emails
: Email addresses entered here will be notified when a survey has been completed. These emails will contain the questions and answers provided by the student/staff.

* Notify Results Email
: This is an additional email that can be sent as soon as a response is submitted, typically to a staff member to review responses as they're received. You can choose which email addresses receive the responses, the From address, as well as the subject line and body of the email. The recipient field supports [[TracCloudGuideProfilePrefsTwig|Twig]]. The special <nowiki>{{Response.Link}}</nowiki> tag can be used to provide a hyperlink to the survey response in TracCloud.

* Link Survey to Reasons/Subjects
: If you only want this survey to be sent out for visits/appointments of a specific reason or subject, you can list out the entries here. For example, “General Help,Exam Prep”. The {{#fas:square-caret-down}} icon can be used to search for and select specific options.

* Answers Position
: Position of answer fields, either below or to the right of the question, as seen below.
: [[File:5340868.png|600px]]

* Radio Button Style & Multi Checkbox Style
: Determines how Radio and Multi-Checkbox Choice style questions display. Tall vs Wide, as seen below.
: [[File:42784.png|400px]]
</div>
<hr>

<div class='collapsible'>Questions and Preview</div><div class="mw-collapsible mw-collapsed">
 

The Questions tab is where we can configure the questions we’re asking within this survey. The Preview tab allows us to immediately take a look at our survey formatting to make sure everything is appearing as intended.

[[File:2674274.png|900px]] 

To begin creating a new question, go to the Hamburger menu ➜ New Question, or click the + icon on the right-hand side.

[[File:5517490.png|800px]] 

* Question #
: This determines the order that questions will appear in. 0/Blank will hide the question. [[TracCloud:_Twig|This field supports Twig.]]

* Question Type
: There are various Question Types available for use, depending on the format of your question. You can use the Preview tab to review what your survey currently looks like, which is used in the screenshot below to show the different question types available.
: [[File:1839177.png|700px]]

* Required
: Determines whether or not the question requires an answer before being submitted.

* Question UID
: Unique identifier for each question, used for conditions (detailed further below).

* Size (Essay and Fill In only)
: This determines the size of the text field based on number of characters. For Fill In questions, this determines the width. Start with 25 and adjust from there. For Essay, this determines the height. Start with 3 and adjust as needed.

* Minimum, Maximum, Step, Default (Range Slider only)
: These options determine how the Range Slider will function in your survey.
:* Minimum is the lower value on the left. Negative numbers are allowed.
:* Maximum is the higher value on the right.
:* Step is the increment that the slider can be moved, typically 1. For example, if this is set to "2", the slider can be moved to 2, 4, 6, and so on.
:* Default is the default numeric position of the slider when the survey is first loaded.

* Question
: Write out your question here. There are also some optional text formatting tools available if you’d like to display the question in a specific way, including the ability to use standard HTML by selecting Tools ➜ Source Code.

* Choices
: Depending on the Question Type chosen, you may need to list out the available answers. If this box is available, include your answer choices on unique lines, as seen in the screenshot earlier in this article.

* Maximum # choices allowed (Multi-Check only)
: Set the maximum number of choices that can be checked at once in the response. For example, if this option is set to 3, the recipient could check 1, 2, or 3 boxes, but not 4 or more.

* Condition
: Set a condition so that this question only appears if a different question was answered in a particular way. Uses the UID of other questions. For example, if the condition was set to ABC1:Great, this question would only appear if the answer to ABC1 was "Great." Multiple potential answers can be separated by a | character, such as ABC1:Great|Good, and you can set conditions for multiple fields on separate lines.
: It's also possible to set the condition to something like ABC1:Great|Good|DEF2:Yes. A question with this condition would appear if ABC1 was Great or Good, or if DEF2 was answered "Yes."
</div>
<hr>
<div class='collapsible'>Responses</div><div class="mw-collapsible mw-collapsed">
 

This tab will display a list of all surveys sent to your users. You can click on the individual responses for review, or resend surveys from this tab by clicking the {{#fas:paper-plane}} icon. Surveys can also be resent as a batch by clicking the {{#fas:bars}} icon and choosing the date range you wish to resend them for. Clicking the {{#fas:xmark}} icon for a survey excludes it from being resent. {{#fas:trash-can}} will delete the response.

[[File:3116048.png|900px]] 
</div>
<hr>

For information on purchasing the SurveyTrac Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com] 
For SurveyTrac functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

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See Also:

[[TracCloud_Report:_Survey_Responses|Report: Survey Responses]] - Provides a summary of responses with totals for each of the possible responses for your questions.

[[TracCloud_Report:_Survey_Snapshot|Report: Survey Snapshot]] - Provides a list of the responses from each student, including additional information about the student or visit details.

[[TracCloud_Report:_Survey_Response_Rate_Comparison|Report: Survey Response Rate Comparison]] - Provides the number of surveys sent, responses received, and average response time.

[[TracCloud_Report:_Unanswered_Staff/Faculty_Surveys|Report: Unanswered Staff/Faculty Surveys]] - Provides the total number of surveys not answers by staff or faculty.

[[Category:TracCloud Manual]]