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TracCloudChangelog

Redrock — Wed, 22 Jul 2026 09:00:03 GMT

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	{{TracCloudWhatsNewTABS}}		{{TracCloudWhatsNewTABS}}
	<hr><b> [1.4.0] Current Release		<hr><b> [1.4.3] Current Release
	</b><i>Added</i>		</b><i>Added</i>
	<br> - Added an option in the SAGE Referrals by ?? report to show unanswered custom questions (#3182)		<br> - Added an option in the SAGE Referrals by ?? report to show unanswered custom questions (#3182)
	<br> - 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>		<br> - 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>
	<br> - Added Surveys on the staff Timeline to shows surveys directed to the staff/consultant (#3154)		<br> - Added Surveys on the staff Timeline to shows surveys directed to the staff/consultant (#3154)
			<br> - Added Show these Students... (based on matching username) to the Staff listing menu
			<br> - Added campus override functions for dissertation scheduling confirmation emails
			<br> - 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)
			<br> - Added createAppointmentInvite to createResultAction twig function for Success Plan steps
			<br> - Added an option in the SAGE Referrals by ?? report to search by custom questions / answers

	<i>Changed</i>		<i>Changed</i>
			<br> - Removed the preview option from tiny edit editor

	<i>Fixed</i>		<i>Fixed</i>
			<br> - Fixed Registrations table access group permissions on student record Actions menu, Register this Student option (#3177)
			<br> - Fixed issue in SAGE Referrals by ?? report related to line breaks in custom questions preventing complete data output

	<hr><b> [1.3.37] 2026-07-13		<hr><b> [1.3.37] 2026-07-13

TracCloud: ACTP Tutor Training Tracker

Redrock — Thu, 16 Jul 2026 15:48:13 GMT

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	* <b>Trainers / Tutors</b>		* <b>Trainers / Tutors</b>
	::The list of trainers & tutors can be modified using the buttons in the top-right corner of the view. You can choose to only view one of the two user types, or optionally display each person's email address or institution. New trainers or tutors can be created by clicking the {{#fas:circle-plus}} button. This form allows the coordinator to enter their name, type (trainer or tutor), institution, and email address. "Person Type" cannot be changed after the account is created.		::The list of trainers & tutors can be modified using the buttons in the top-right corner of the view. You can choose to only view one of the two user types, or optionally display each person's email address or institution. New trainers or tutors can be created by clicking the {{#fas:circle-plus}} button. This form allows the coordinator to enter their name, type (trainer or tutor), institution, and email address. "Person Type" cannot be changed after the account is created. Tutors can optionally be marked as "Assistants," which gives them permission to update curriculum progress for tutors just like their trainer.
	::[[File:9316409.png\|400px]]<br><br>		::[[File:9316409.png\|400px]] [[File:238524.png\|400px]]<br><br>

	* <b>Additional Options</b>		* <b>Additional Options</b>
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	<br><br>		<br><br>

	After a trainer account has been created, they will need to ~~reset~~ their password in order to login and track tutor progress and documents. After navigating to TracCloud, the trainer will click the "forgot password~~" prompt:~~		After a trainer account has been created, they will need to set their password in order to login and track tutor progress and documents. After navigating to TracCloud, the trainer will click the highlighted button (or the forgot password link) to start this process.

	[[File:7388654.png\|800px]]<br><br>		[[File:7388654.png\|800px]]<br><br>
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	<b><big>Trainer's View</b></big>		<b><big>Trainer's View</b></big>

	[[File:5066448.png\|~~700px~~]]<br><br>		[[File:5066448.png\|800px]]<br><br>

	Once stage 2 begins, the trainer can be marking topics as completed for each of the listed tutors. Observations can be uploaded for tutors using the document icon at the top of each column, and artifacts for each group can be uploaded using the document icons along the left side of the screen next to the topic names. For any document location, multiple files can be uploaded.		Once stage 2 begins, the trainer can be marking topics as completed for each of the listed tutors (or all at once using the {{#fas:ellipsis}} checkbox on the left). Observations can be uploaded for tutors using the document icon at the top of each column, and artifacts for each group can be uploaded using the document icons along the left side of the screen next to the topic names. For any document location, multiple files can be uploaded.

	[[File:2743493.png\|600px]]<br><br>		[[File:2743493.png\|600px]]<br><br>

	The {{#fas:gear}} icon provides a few utilities for the trainer.		The {{#fas:gear}} icon provides a few utilities for the trainer, including the ability to filter the tutor list, switch cohorts, or perform some batch operations.

	[[File:217283546.png\|400px]]<br><br>		[[File:217283546.png\|400px]]<br><br>
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	[[File:0936873406.png\|400px]]<br><br>		[[File:0936873406.png\|400px]]<br><br>

			<b>The Cohort List</b> allows switching between cohorts (if the trainer was assigned to them). This allows a trainer to review data from inactive cohorts.

	<b>Get CSV Tutor Data</b> allows an export the completion status and percentage for each selected tutor as a CSV. The trainer can also copy this information for an individual tutor by clicking on their name.		<b>Get CSV Tutor Data</b> allows an export the completion status and percentage for each selected tutor as a CSV. The trainer can also copy this information for an individual tutor by clicking on their name.
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	<b><big>Trainer's View</b></big>		<b><big>Trainer's View</b></big>

	[[File:2053485.png\|~~700px~~]]<br><br>		[[File:2053485.png\|800px]]<br><br>

	The trainer is unable to make any changes to their tutors or documents during this stage.		The trainer is unable to make any changes to their tutors or documents during this stage.

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TracCloud: Student Data Import

Redrock — Wed, 15 Jul 2026 17:25:50 GMT

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	\|A##\|\|Alphanumeric field with a specified maximum length		\|A##\|\|Alphanumeric field with a specified maximum length
	\|-		\|-
	\|#B\|\|Big Integer, maximum value of about 9 quintillion, or a 16-digit numeric value		\|#B\|\|Big Integer, maximum value of about 9 quintillion, or a 20-digit numeric value
	\|-		\|-
	\|Date\|\|Date, <span style="color:red>formatted as YYYY-MM-DD</span>		\|Date\|\|Date, <span style="color:red>formatted as YYYY-MM-DD</span>

TracCloudChangelog

Redrock — Tue, 14 Jul 2026 09:00:03 GMT

@@ Line 1: / Line 1: @@
 {{TracCloudWhatsNewTABS}}
-<hr><b> [1.3.37] Current Release
+<hr><b> [1.4.0] Current Release
 </b><i>Added</i>
 <br> - Added Analysis Reports to Case Management

TracCloud: Release Notes for 2026-07

Redrock — Mon, 13 Jul 2026 18:31:15 GMT

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	Release Notes — Nicolas Corder		Release Notes — Nicolas Corder

	Cycle: post-1.3.37 → 1.4.0 (TracCloud) · Trac Engine develop · June–July 2026		Cycle: post-1.3.37 → 1.4.x (TracCloud) · Trac Engine develop · June–July 2026

	==TracCloud (application layer)==		==TracCloud (application layer)==

TracCloud: Release Notes for 2026-07

Redrock — Mon, 13 Jul 2026 18:26:24 GMT

Created page with "Release Notes — Nicolas Corder Cycle: post-1.3.37 → 1.4.0 (TracCloud) · Trac Engine develop · June–July 2026 ==TracCloud (application layer)== ====Event & Observability Platform (headline work)==== * Built out a first-class telemetry system so every meaningful action in the app emits a structured, auditable event. * New app-namespaced event-source taxonomy and a fleshed-out event() API, adopted across the app procs, helpers, and the src/App domain layer. * Au..."

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Release Notes — Nicolas Corder

Cycle: post-1.3.37 → 1.4.0 (TracCloud) · Trac Engine develop · June–July 2026

==TracCloud (application layer)==

====Event & Observability Platform (headline work)====

* Built out a first-class telemetry system so every meaningful action in the app emits a structured, auditable event.
* New app-namespaced event-source taxonomy and a fleshed-out event() API, adopted across the app procs, helpers, and the src/App domain layer.
* Audit telemetry now covers logins and sensitive user actions end to end.
* Delivery upgraded to the latest AWS EventBridge features, with the ability to buffer events through SQS / Beanstalk for throughput and reliability under load.
* Navigate360 (EAB) integration: new Navigate360 API client, wired to the eab_visit_export cron for automated visit export.

====Security & Compliance====

* Credential redaction across traces/telemetry via PHP #[\SensitiveParameter] — secrets no longer leak into logs or error reporting.
* Resolved third-party licensing issues (password-strength manager) and fixed the license-scan CI job cloning an incomplete project.

====Performance — Caching====

* Asset-serving endpoints now send proper Cache-Control (the proc_cache_headers work) so QR codes, campus logos, resource images, photos, and reference PDFs are cacheable at appropriate public/private TTLs.
* More aggressive file caching for reusable static content.

====Platform — PHP 8.5 Upgrade====

* Moved deployments to PHP 8.5; cleared deprecation-driven build failures (case-statement semicolons, $http_response_header, nullable types, tracLoadForm false/array handling). Docs updated to match.

====Documentation====

* Introduced LLM-assisted documentation generation and synced the doc corpus, including a consolidated security-findings summary.

==Trac Engine (core framework — submodule)==

====Logging & Telemetry Infrastructure====

* New buffered Valkey log driver: pipelined XADD, shared TLS connection with token-refresh on AUTH failure, MAXLEN ~500k trimming, and drop-on-failure safety so logging never blocks a request.
* App logs buffered and flushed in a single XADD after fastcgi_finish_request (zero added request latency).
* Non-blocking CloudWatch event logging via async putLogEvents with a shutdown settle; EventBus/EventBridge client reused per request on the direct path.
* Repaired CloudWatch stream recovery and added request-log redaction.

====Event System Core====

* Completed the engine-side event system: expanded event taxonomy with new domain enums, actor() helper, Event::toEnvelope(), and a RedisBuffer enqueue path (with surfaced connect/read-timeout failures).
* EventBridge client + event functions, cron events, campus-code enrichment, and environment-scoped EventBridge source names.

====Rate Limiting====

* New Rate Limiter module with an EventBridge event on the rate-limit handler.

====Microsoft Graph Integration====

* Delegated /me email + calendar sending via a SwiftMailer transport (feature-toggle gated).

====Security====

* Path-traversal fix in emailTemp asset serving.
* Credential redaction via SensitiveParameter; security library updates.

====Reliability & Compatibility====

* Event buffering to Beanstalk/SQS for throughput.
* URL versioning toggle for pushResource (cache-busting control); PHP nullable-deprecation cleanups.

__NOTOC__

TracCloudStatusHistory

Redrock — Mon, 13 Jul 2026 17:46:01 GMT

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

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

	<b>2026-04-14</b> - 🟡 Error when opening appointment records between 12:26pm and 1:50pm MST.		<b>2026-04-14</b> - 🟡 Error when opening appointment records between 12:26pm and 1:50pm MST.
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	<b>2025-09-04</b> - 🔴 TracCloud down between 9:45am and 9:55am PST.		<b>2025-09-04</b> - 🔴 TracCloud down between 9:45am and 9:55am PST.

	~~<b>2025-07-24</b> - 🟡 Job server limitations, scheduled events such as imports ran late.~~

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

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

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

TracCloudStatus

Redrock — Mon, 13 Jul 2026 17:45:16 GMT

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TracCloudChangelog

Redrock — Mon, 13 Jul 2026 09:00:03 GMT

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	<br> - Added the ability to search appointment invite custom fields on the Appointment Invite Schedule report (#3160)		<br> - Added the ability to search appointment invite custom fields on the Appointment Invite Schedule report (#3160)
	<br> - Added individual approval functionality for appointment invites as well as show watch list indicators on invites listing		<br> - Added individual approval functionality for appointment invites as well as show watch list indicators on invites listing
			<br> - Added Registration Active dates as an additional field to show in the SAGE Referrals by ?? report (#3157)
			<br> - Added a search bar in report modals' Additional Search to quickly find desired search fields
			<br> - Added a new Case Management report, Activity Report Summary
			<br> - 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
			<br> - Added more tables to choose in the Heatmap Generator report
			<br> - Added Faculty Attendance KIOSK with student QR Code
			<br> - Added a new preference to control instructions for password resets
			<br> - Added a Site Map, found in the Other menu

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

	<i>Fixed</i>		<i>Fixed</i>

TracCloud: SurveyTrac

Redrock — Wed, 08 Jul 2026 20:57:55 GMT

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	: 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.		: 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.

	* <b>1-on-1 / Group</b> and <b>In-Person / Online / Phone</b>		* <b>1-on-1 / Group</b> and <b>In-Person / Online / Phone / Asynchronous</b>
	: Choose the meeting type and modality criteria of the visits you wish to send this survey for.		: Choose the meeting type and modality criteria of the visits you wish to send this survey for.

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TracCloud Report: Favorites

Redrock — Wed, 08 Jul 2026 20:54:49 GMT

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	[[File:1239451.png\|600px]]		[[File:1239451.png\|600px]]

	===Reports Management===		==Reports Management==

	This utility (Other ➜ Other Options ➜ Preferences ➜ Reports Management) allows you to manage and reassign Favorite reports. This can be used if you want to create a report for someone else or to recover existing favorite reports from inactive (or even deleted) accounts. Within this menu, you'll find the name of the report, the current owner, and a {{#fas:trash-can}} icon to delete the report. The <i>owner</i> drop-down will allow you to change ownership to another staff member. Changes are saved immediately.~~<br><br>~~		This utility (Other ➜ Other Options ➜ Preferences ➜ Reports Management) allows you to manage and reassign Favorite reports. This can be used if you want to create a report for someone else or to recover existing favorite reports from inactive (or even deleted) accounts. Within this menu, you'll find the name of the report, the current owner, and a {{#fas:trash-can}} icon to delete the report. The <i>owner</i> drop-down will allow you to change ownership to another staff member. Changes are saved immediately.

	Any favorite report belonging to the currently-logged-in sysadmin or an account without a known permission group (i.e., deleted accounts) can be reassigned to any active staff. Favorite reports belonging to staff as well as <i>group</i> favorite reports belonging to deleted staff can only be assigned to those also in the permission group of the original staff account.~~<br><br>~~		Any favorite report belonging to the currently-logged-in sysadmin or an account without a known permission group (i.e., deleted accounts) can be reassigned to any active staff. Favorite reports belonging to staff as well as <i>group</i> favorite reports belonging to deleted staff can only be assigned to those also in the permission group of the original staff account.

	In any case, reassigning favorite reports does not bypass report security in TracCloud. For example, it's not possible to give a regular staff account access to payroll reports by reassigning a payroll report to them in this menu. Reassigning ownership of a favorite report also does not change group access. Further modifications to the report must be made by editing the favorite report from the new owner's account.		In any case, reassigning favorite reports does not bypass report security in TracCloud. For example, it's not possible to give a regular staff account access to payroll reports by reassigning a payroll report to them in this menu. Reassigning ownership of a favorite report also does not change group access. Further modifications to the report must be made by editing the favorite report from the new owner's account.
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	[[File:2170180.png\|600px]]<br><br>		[[File:2170180.png\|600px]]<br><br>

	* ~~<b>~~Email reports with the report file attached in a single email~~</b>~~		* '''Email reports with the report file attached in a single email'''
	::Rather than sending emailed reports as a link and a passcode in two separate emails, enabling this will instead send emailed reports as an attachment. This setting will be ignored if a generated report is greater than 10MB.		: Rather than sending emailed reports as a link and a passcode in two separate emails, enabling this will instead send emailed reports as an attachment. This setting will be ignored if a generated report is greater than 10MB.

			* '''Hide System Audit widget from the Dashboard'''
			: The System Audit widget appears on the dashboard for SysAdmins, showing possible configuration or data errors that may need attention. This box can be checked to disable that widget.

	[[Category:TracCloud Reports]]		[[Category:TracCloud Reports]]

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TracCloud: Case Management

Redrock — Wed, 08 Jul 2026 20:49:09 GMT

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	[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]		[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]

			[[TracCloud_Report:_Activity_Report_Summary\|Report: Activity Report Summary]]

	[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]		[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]

Template:TracCloudReportsModulesTOC

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	[[TracCloud_Report:_Activity_Report_Listing\|• Activity Report Listing]]		[[TracCloud_Report:_Activity_Report_Listing\|• Activity Report Listing]]

			[[TracCloud_Report:_Activity_Report_Summary\|• Activity Report Summary]]

	[[TracCloud_Report:_Case_Status_Summary\|• Case Status Summary]]		[[TracCloud_Report:_Case_Status_Summary\|• Case Status Summary]]

TracCloud Report: Activity Report Summary

Redrock — Wed, 08 Jul 2026 20:47:49 GMT

Created page with "<div class="categoryDynamic"> {{TracCloudReportTabs}} {{TracCloudReportsModulesTOC}} </div> <div class="pageTitle">Activity Report Summary</div> This report provides data on Case Management activity report custom questions. Charts can be included to visualize answers as pie, bar, or line graphs. <!-- This report provides details on , grouped by case category and type by default. Additional fields such as persons involved, witnesses, parti..."

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<div class="categoryDynamic">
{{TracCloudReportTabs}}
{{TracCloudReportsModulesTOC}}
</div>
<div class="pageTitle">Activity Report Summary</div>

This report provides data on [[TracCloud:_Case_Management|Case Management]] activity report custom questions. Charts can be included to visualize answers as pie, bar, or line graphs.



[[File:627985.png|600px]]<br>

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

* <b>Case Type</b>, <b>Activity Report Type</b>
::Filter by either of these case fields. Both are required.<br><br>

* <b>Show Charts</b>
::This field allows you to add charts to the report results. Pie, bar, or line.<br><br>

* <b>Include Fill-in Responses</b>
::Choose whether or not you want to include fill-in (typed in) responses in the results. This only applies to single-line entry fields.<br><br>

* '''Activity Created by''', '''Caseworker'''
::Optionally filter by either of these fields.

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

{{#lst:Template:TracCloudReportsDescriptions|DeliverTo}}
<hr>
<b><big>HTML</b></big><br>
[[File:292803.png|900px]]


[[Category:TracCloud Reports]]

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Main Page

Redrock — Wed, 01 Jul 2026 18:20:25 GMT

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	<!----------------------- Announcement ----------------------->		<!----------------------- Announcement ----------------------->
	<div class="tcAnnouncement green" id='tca'>		<div class="tcAnnouncement green" id='tca'>
	{{#fas:newspaper}} [[TracCloud:_What's_New_for_2026-05\|Click here]] to learn what's new in TracCloud for the month of ~~May~~ 2026.		{{#fas:newspaper}} [[TracCloud:_What's_New_for_2026-06\|Click here]] to learn what's new in TracCloud for the month of June 2026.
	</div>		</div>

TracCloudWhatsNew

Redrock — Wed, 01 Jul 2026 18:19:40 GMT

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	<hr class="hrBold">		<hr class="hrBold">

			{{:TracCloud:_What's_New_for_2026-06}}
			<hr class="hrBold">
	{{:TracCloud:_What's_New_for_2026-05}}		{{:TracCloud:_What's_New_for_2026-05}}
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	{{:TracCloudWhatsNew2026-02-03}}		{{:TracCloudWhatsNew2026-02-03}}
	~~<hr class="hrBold">~~
	~~{{:TracCloudWhatsNew2026-01-05}}~~
	<hr class="hrBold">		<hr class="hrBold">

TracCloud: What's New for 2026-07

Redrock — Wed, 01 Jul 2026 18:19:21 GMT

Redrock moved page TracCloud: What's New for 2026-06 to TracCloud: What's New for 2026-06

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

	<div class='center'>A new report, new dissertation scheduling features, appointment invite improvements, and more in TracCloud for the month of June 2026.~~<br><br>~~</div>		<div class='center'>A new report, new dissertation scheduling features, appointment invite improvements, and more in TracCloud for the month of June 2026.</div>

			<hr>
			Additionally, because of the amount of development in TracCloud over the past few months, we have put together a summary of recently added features. [https://wiki.go-redrock.com/images/7/75/TracCloudPress.pdf Click here to view.]
	<hr>		<hr>
	<div class="newsBlock">		<div class="newsBlock">
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	: '''Other Case Management changes'''		: '''Other Case Management changes'''
	:* [[TracCloud:_Case_Management\|Cases]] can now be created for students using the ''Actions'' menu in their account.		:* [[TracCloud:_Case_Management\|Cases]] can now be created for students using the ''Actions'' menu in their account.
	~~</div>~~
	~~</div>~~
	~~<br>~~
	~~<hr>~~
	~~<div class="newsBlock">~~
	~~<div class="newsCategory">~~
	~~<span style="font-size: 19px; font-weight: bold;">icon <span style="color:green">Optional!</span> Title 2</span>~~
	~~</div>~~
	~~<div class="newsContent">~~
	~~<big>Subtitle 2</big><br>~~
	~~:Description~~

	~~:[[File:.png\|600px]]~~
	</div>		</div>
	</div>		</div>
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	* A staff equivalent to the above option has been added to the [[TracCloud_Report:_Work_Plan_Steps\|Work Plan Steps]] report.		* A staff equivalent to the above option has been added to the [[TracCloud_Report:_Work_Plan_Steps\|Work Plan Steps]] report.
	* Consultant and center twig tags can now be used in the subtitle addition field of [[TracCloud:_Scheduling_Preferences\|search appointment links]].		* Consultant and center twig tags can now be used in the subtitle addition field of [[TracCloud:_Scheduling_Preferences\|search appointment links]].
	* ~~Approvals~~ can now be approved for individual students in [[TracCloud:_Appointment_Invites\|appointment invites]].		* Invites can now be approved for individual students in [[TracCloud:_Appointment_Invites\|appointment invites]].
	* Registration start and end date can now be added as an additional field in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] report.		* Registration start and end date can now be added as an additional field in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] report.
	* You can now filter by custom fields in the [[TracCloud_Report:_Appointment_Invite_Schedule\|Appointment Invite Schedule]] report.		* You can now filter by custom fields in the [[TracCloud_Report:_Appointment_Invite_Schedule\|Appointment Invite Schedule]] report.
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	<hr>		<hr>
	<div style="text-align: center">[[TracCloudChangelog\|Our full changelog can be found here.]]</div>		<div style="text-align: center">[[TracCloudChangelog\|Our full changelog can be found here.]]</div>
	~~<!--~~[[Category:TracCloud_Blog]]~~-->~~		[[Category:TracCloud_Blog]]

TracCloud: What's New for 2026-07

Redrock — Wed, 01 Jul 2026 17:49:00 GMT

Created page with "{{WIP}} {{TracCloudWhatsNewTABS}} <onlyinclude> <div class="pageTitle">TracCloud features and changes from June 2026</div> <div class='center'>A new report, new dissertation scheduling features, appointment invite improvements, and more in TracCloud for the month of June 2026.<br><br></div> <hr> <div class="newsBlock"> <div class="newsCategory"> <span style="font-size: 19px; font-weight: bold;">{{#fas:file}} Case Management</span> </div>..."

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{{WIP}}
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<div class="pageTitle">TracCloud features and changes from June 2026</div>

<div class='center'>A new report, new dissertation scheduling features, appointment invite improvements, and more in TracCloud for the month of June 2026.<br><br></div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:file}} [[TracCloud:_Case_Management|Case Management]]</span>
</div>
<div class="newsContent">
<big>New Report: Activity Report Listing</big><br>
:This new report provides details on [[TracCloud:_Case_Management|Case Management]] activity reports, grouped by case category and type by default. Additional fields such as persons involved, witnesses, parties notified, etc can be added as needed. [[TracCloud_Report:_Activity_Report_Listing|More information.]]

:[[File:800219.png|800px]]<br>

: '''Other Case Management changes'''
:* [[TracCloud:_Case_Management|Cases]] can now be created for students using the ''Actions'' menu in their account.
</div>
</div>
<br>
<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">icon <span style="color:green">Optional!</span> Title 2</span>
</div>
<div class="newsContent">
<big>Subtitle 2</big><br>
:Description

:[[File:.png|600px]]
</div>
</div>
<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} Additional Changes</span>
</div>
<div class="newsContent">
* The ''additional search'' menu in reports is now searchable, to make finding the field you're looking for easier.
* The standard questions asked in [[TracCloud:_Report_Unable_to_Find_Appointment|Report Unable to Find Appointment]] can now be renamed.
* [[TracCloud:_Dissertation_Scheduling|Dissertation scheduling]] now allows for multiple program link fields and a college field in appointments for further filtering of faculty appointment searches.
* An option to not record blank responses for surveys without required questions displayed during login/logout has been added to [[TracCloud:_SurveyTrac|SurveyTrac]].
* An option to list related students has been added to the [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] report.
* A staff equivalent to the above option has been added to the [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]] report.
* Consultant and center twig tags can now be used in the subtitle addition field of [[TracCloud:_Scheduling_Preferences|search appointment links]].
* Approvals can now be approved for individual students in [[TracCloud:_Appointment_Invites|appointment invites]].
* Registration start and end date can now be added as an additional field in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] report.
* You can now filter by custom fields in the [[TracCloud_Report:_Appointment_Invite_Schedule|Appointment Invite Schedule]] report.
* [[TracCloud:_Student_Lists|Watch list indicators]] are now shown next to student names in [[TracCloud:_Appointment_Invites|appointment invites]].
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>

TracCloud: Dissertation Scheduling

Redrock — Wed, 01 Jul 2026 17:31:01 GMT

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	Options for this feature are found in Other ➜ Other Options ➜ Preferences ➜ Dissertation Scheduling.		Options for this feature are found in Other ➜ Other Options ➜ Preferences ➜ Dissertation Scheduling.

	[[File:756705.png\|~~700px~~]]<~~br><br~~>		<div class='scrollImage'>
			[[File:756705.png\|800px]]
			</div>

	* <b>Profile for Dissertation Appointments</b> (required)		* <b>Profile for Dissertation Appointments</b> (required)
	::Choose the profile that faculty will be able to find and commit to appointments in.		: Choose the profile that faculty will be able to find and commit to appointments in.

	* <b>Department/Program Title</b>		* <b>Department/Program Title</b>
	::Enter your preferred phrasing for the program/department field.		: Enter your preferred phrasing for the program/department field.

	* <b>Faculty Link Field</b>		* <b>Faculty Link Field</b>
	::This is the field that links appointments to faculty. This should almost always be set to: <nowiki>Appointments.CustomData->>'$.FacultyID'</nowiki>		: This is the field that links appointments to faculty. This should almost always be set to: <nowiki>Appointments.CustomData->>'$.FacultyID'</nowiki>

	* <b>Appointment Program Link ~~Field~~</b>		* <b>Appointment Program Link Fields</b> and '''College Link Field'''
	:~~:This~~ should be the appointment [[TracCloud:_Custom_Field\|custom ~~field~~]] containing the program ~~code~~.		: These should be the appointment [[TracCloud:_Custom_Field\|custom fields]] containing the program codes and college. If a faculty's program/college matches any of these, they will not be able to join the appointment.

	* <b>faculty Program Link Field</b>		* <b>faculty Program Link Field</b> and '''College Link Field'''
	::The faculty equivalent of the above field.~~<br><br>~~		: The faculty equivalent of the above field.

	~~[[File~~:~~416677.png\|700px]]<br><br>~~		* '''HTML Fields'''
			: These fields determine how the dissertation scheduling interface displays. An example preset can be found below.
	~~This~~ fields determine how the ~~faculty-facing appointment list~~ displays. ~~The settings for the display at the top of this article~~ can be found below.

	<hr>		<hr>
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	For information on purchasing the Dissertation Scheduling Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br>		For information on purchasing the Dissertation Scheduling Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br>
	For Dissertation Scheduling functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]		For Dissertation Scheduling functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

	~~<hr>~~
	~~<i>See Also:</i>~~

	~~[[TracCloud_Report:_Cases_Listing\|Example]]~~

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]

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TracCloud Report: Appointment Invite Schedule

Redrock — Wed, 01 Jul 2026 17:09:07 GMT

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	{{#lst:Template:TracCloudReportsDescriptions\|ReasonSearch}}		{{#lst:Template:TracCloudReportsDescriptions\|ReasonSearch}}

			* '''Additional Search'''
			:: Filter by appointment invite [[TracCloud:_Custom_Fields\|custom fields]].

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

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TracCloud: Scheduling Preferences

Redrock — Wed, 01 Jul 2026 17:06:53 GMT

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	* <b>Subtitle Additions (optional twig)</b>		* <b>Subtitle Additions (optional twig)</b>
	::Add a custom description to the search availability link widget to provide additional instructions to students. [[TracCloudGuideProfilePrefsTwig\|Twig]] and HTML are supported.<br><br>		::Add a custom description to the search availability link widget to provide additional instructions to students. [[TracCloudGuideProfilePrefsTwig\|Twig]] (center and consultant tags) and HTML are supported.<br><br>

	* <b>Created</b>		* <b>Created</b>

TracCloud: Report Unable to Find Appointment

Redrock — Wed, 01 Jul 2026 17:05:23 GMT

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	The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.		The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.

	===Configuring this Functionality===		==Configuring this Functionality==

	The first step is to make sure the option is enabled and set to your desired value. Go to Other ➜ Other Options ➜ Preferences ➜ Search Availability Options ➜ Report Unable to Find Appointment.		The first step is to make sure the option is enabled and set to your desired value. Go to Other ➜ Other Options ➜ Preferences ➜ Search Availability Options ➜ Report Unable to Find Appointment.
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	* <b>Setting for Report Unable to Find Appointment</b>		* <b>Setting for Report Unable to Find Appointment</b>
	::This adds a utility to the <i>Search for Availability</i> screen allowing staff and students to report that they weren’t able to find an availability that works for them. <b>Button Label</b> can be used to change the student-facing phrasing of this option.~~<br>~~		: This adds a utility to the <i>Search for Availability</i> screen allowing staff and students to report that they weren’t able to find an availability that works for them. <b>Button Label</b> can be used to change the student-facing phrasing of this option.
			:* <b>Off</b> disables this functionality.
	::* <b>Off</b> disables this functionality.~~<br>~~		:* <b>Standard</b> provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.
			:* <b>Custom Link</b> lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.
	::* <b>Standard</b> provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.~~<br>~~		:* <b>Allow Staff Only</b> disables the "Report unable to find appointment" button in the search availability process, but the Outstanding Appointment Requests listing remains available, which staff can manually create requests from.

	::* <b>Custom Link</b> lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.~~<br>~~

	::* <b>Allow Staff Only</b> disables the "Report unable to find appointment" button in the search availability process, but the Outstanding Appointment Requests listing remains available, which staff can manually create requests from.~~<br><br>~~

	* <b>Button Label</b>		* <b>Button Label</b>
	::Changes the label of the button that students would click when using this utility. <i>Report Unable to Find Appointment</i> by default.~~<br><br>~~		: Changes the label of the button that students would click when using this utility. <i>Report Unable to Find Appointment</i> by default.

	* <b>Instructions</b>		* <b>Instructions</b>
	::This text appears within the "Unable to Find Appointment" prompt for students & staff, and can be used for additional instructions or contact methods.~~<br><br>~~		: This text appears within the "Unable to Find Appointment" prompt for students & staff, and can be used for additional instructions or contact methods.

			* '''Question: What were you hoping to find''' and '''What did you find instead'''
			: These fields allow you to override the question text for these default fields.

	* <b>Student info Tags</b>		* <b>Student info Tags</b>
	::Enter additional text and student [[TracCloud:_Twig\|Twig tags]] to be displayed in the appointment request record, visible only to staff with access to these requests.~~<br><br>~~		: Enter additional text and student [[TracCloud:_Twig\|Twig tags]] to be displayed in the appointment request record, visible only to staff with access to these requests.
	</onlyinclude>		</onlyinclude>
	Another setting to consider is your permission group access. If a user needs to have the ability to review appointment requests, their group must allow it. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit]➜ Admin / Modules ➜ Table Access ➜ Add <i>Outstanding Appt Requests</i> ➜ Save. You may want to set this to <i>View and Edit</i> or only <i>View</i> depending on what level of access they require.		Another setting to consider is your permission group access. If a user needs to have the ability to review appointment requests, their group must allow it. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit]➜ Admin / Modules ➜ Table Access ➜ Add <i>Outstanding Appt Requests</i> ➜ Save. You may want to set this to <i>View and Edit</i> or only <i>View</i> depending on what level of access they require.
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	{{#lst:Template:TracCloudListingDescriptions\|Hamburger_Menu}}		{{#lst:Template:TracCloudListingDescriptions\|Hamburger_Menu}}

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

	{{#lst:Template:TracCloudListingDescriptions\|Search}}		{{#lst:Template:TracCloudListingDescriptions\|Search}}

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

	{{#lst:Template:TracCloudListingDescriptions\|Saved_Searches}}		{{#lst:Template:TracCloudListingDescriptions\|Saved_Searches}}

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

	{{#lst:Template:TracCloudListingDescriptions\|Show_these}}		{{#lst:Template:TracCloudListingDescriptions\|Show_these}}

	{{#lst:Template:TracCloudListingDescriptions\|Print}}		{{#lst:Template:TracCloudListingDescriptions\|Print}}


	<hr>		<hr>

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TracCloud: SurveyTrac

Redrock — Wed, 01 Jul 2026 17:00:53 GMT

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TracCloud: Appointment Invites

Redrock — Wed, 01 Jul 2026 16:52:15 GMT

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	[[File:889130.png\|700px]]		[[File:889130.png\|700px]]

	After opening one of the existing invites, you can view the fields that were filled out as well as a list of the invitees~~. This is where an invite can be approved, if approval is required~~.		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]]<br>		[[File:538433.png\|800px]]<br>

	If a student has booked an appointment from the invite, a link to the appointment will be made available under the <i>Appointment</i> column. The <i>Overrides</i> column shows if the duration of that invite has been modified by any duration rules.		If a student has booked an appointment from the invite, a link to the appointment will be made available under the <i>Appointment</i> column. The <i>Overrides</i> 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]]<br><br>		[[File:903386.png\|800px]]<br><br>

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TracCloud: Case Management

Redrock — Wed, 01 Jul 2026 16:48:50 GMT

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	<br><br>		<br><br>

	Cases are most often created from the TracCloud dashboard using the {{#fas:comment}} button in the navigation bar. Clicking this will open the case category list to begin the submission process.		Cases are most often created from the TracCloud dashboard using the {{#fas:comment}} button in the navigation bar. Clicking this will open the case category list to begin the submission process. Cases can also be created using the ''Actions'' menu in student accounts.

	[[File:990765.png\|500px]]<br><br>		[[File:990765.png\|500px]]<br><br>

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TracCloud: Case Management

Redrock — Wed, 01 Jul 2026 16:45:23 GMT

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	Other ➜ Modules ➜ Case Management ➜ Types.		Other ➜ Modules ➜ Case Management ➜ Types.

	[[File:430722.png\|700px]]		[[File:430722.png\|700px]]

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	[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]		[[TracCloud_Report:_Activity_Report_Listing\|Report: Activity Report Listing]]

			[[TracCloud_Report:_Activity_Report_Summary\|Report: Activity Report Summary]]

	[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]		[[TracCloud_Report:_Case_Status_Summary\|Report: Case Status Summary]]

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	[[TracCloud_Report:_Activity_Report_Listing\|• Activity Report Listing]]		[[TracCloud_Report:_Activity_Report_Listing\|• Activity Report Listing]]

			[[TracCloud_Report:_Activity_Report_Summary\|• Activity Report Summary]]

	[[TracCloud_Report:_Case_Status_Summary\|• Case Status Summary]]		[[TracCloud_Report:_Case_Status_Summary\|• Case Status Summary]]