Redrock Wiki - Recent changes [en]

TracCloudChangelog

Redrock — Sat, 23 May 2026 09:00:03 GMT

← Older revision		Revision as of 09:00, 23 May 2026
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	<br> - Added a new Resource Inventory report in the Management category		<br> - Added a new Resource Inventory report in the Management category
	<br> - Added Case Report management for Case Reporting and Activity Report logging		<br> - Added Case Report management for Case Reporting and Activity Report logging
			<br> - Added New Dissertation scheduling feature for faculty to sign up to attend a dissertation session as a Dean's Representative
			<br> - Added a profile preference option to create a visit when an asynchronous appointment is marked as Concluded (#3143)
			<br> - Added a new Case Management report, Cases Listing

	<i>Changed</i>		<i>Changed</i>
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	<br> - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time		<br> - Fixed a calculation issue to correctly use wait time for the Visits by ?? report when optionally choosing to show Total Time
	<br> - Fixes an issue where sending a survey to the current listing of students/faculty/staff, after sorting the listing by a column header, fails (#3132)		<br> - Fixes an issue where sending a survey to the current listing of students/faculty/staff, after sorting the listing by a column header, fails (#3132)
			<br> - Fixed a slow query for showing an indicator when the student is logged in during their scheduled class time

	<hr><b> [1.3.35] 2026-04-29		<hr><b> [1.3.35] 2026-04-29

TracCloud: Case Management

Redrock — Wed, 20 May 2026 20:14:40 GMT

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	* <b>Report Description</b>		* <b>Report Description</b>
	::~~todo~~		::This is an internal notes field for this activity report, only visible here.

	* <b>Ask for Severity</b>		* <b>Ask for Severity</b>
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	* <b>Ask for Parties Notified</b>		* <b>Ask for Parties Notified</b>
	::~~Pictured~~ above~~, todo~~		::This field (also pictured above) allows you to link an individual to be notified with an email regarding this case. The email can be sent immediately or scheduled to send later.

	</div>		</div>
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	<div class='collapsible'>Notification Preferences</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Notification Preferences</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

			This tab allows you to configure the email and SMS notifications that may be sent when this case is created or when status conditions are met.

	[[File:971685.png\|600px]]<br><br>		[[File:971685.png\|600px]]<br><br>

			<b>Notifications when [case] is Created/Opened</b> will send as soon as the case is opened. You can have as many messages as you need, and each message can be sent to one or multiple staff members.

			[[File:814584.png\|500px]]<br><br>

			<b>Notifications when [case] or Activity Report Status changes</b> can potentially send based on the case or activity report status. For example, you may send an email after 0 days (i.e., immediately) when the status is changed to "Closed." Alternatively, like in the example below, you may want to notify someone if an activity report status has been set to "Pending" for a few days. Like the notifications above, you can have multiple messages with multiple recipients, each with their own timing and status condition.

			[[File:828276.png\|500px]]

	</div>		</div>
	~~<hr>~~

	</div>		</div>

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TracCloud: Case Management

Redrock — Wed, 20 May 2026 17:50:10 GMT

← Older revision		Revision as of 17:50, 20 May 2026
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	Description		Description

	~~Diagram~~		[[File:856170.png\|800px]]


	<hr>		<hr>
	==<b>Case Management Configuration</b>==		==<b>Case Management Configuration</b>==

	~~Description~~		Learn how to create case types, activity report types, configure automated email notifications, and more.

	<hr>		<hr>
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	Every case type must be linked to a category. When creating a case, the available types will be grouped by category to allow you to easily locate the case type you're trying to submit.		Every case type must be linked to a category. When creating a case, the available types will be grouped by category to allow you to easily locate the case type you're trying to submit.

	<i>Other > Modules > Case Management > Categories</i>		<i>Other > Modules > Case Management > Categories</i><br>
	[[File:955101.png\|700px]]<br><br>		[[File:955101.png\|700px]]<br><br>

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	Case Types represent the various types of incidents or issues that may need to be reported. For example, you may have an incident type for maintenance requests, another for policy violations, and another for safety issues. To create a new case type, go to the hamburger {{#fas:bars}} menu > New Case Type.		Case Types represent the various types of incidents or issues that may need to be reported. For example, you may have an incident type for maintenance requests, another for policy violations, and another for safety issues. To create a new case type, go to the hamburger {{#fas:bars}} menu > New Case Type.

	<i>Other > Modules > Case Management > Types</i>		<i>Other > Modules > Case Management > Types</i><br>
	[[File:430722.png\|700px]]		[[File:430722.png\|700px]]

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

	Activity Reports allow you to append additional information and actions to cases, as well as specify the parties involved with a particular case. For example, you may have a report for data gathering at the start of a case, potentially multiple for different stages of the case as progress is made, and another for the resolution of the case. This isn't a requirement by any means, you can structure these activity reports to best fit your needs.		Activity Reports allow you to append additional information and actions to cases, as well as specify the parties involved with a particular case. For example, you may have a report for data gathering at the start of a case, potentially multiple for different stages of the case as progress is made, and another for the resolution of the case. This isn't a requirement by any means, you can structure these activity reports to best fit your needs. Click <b>Add Report Type</b> to begin.

	[[File:971052.png\|600px]]<br><br>		[[File:971052.png\|600px]]<br><br>

			These are the available activity report settings.

			[[File:577333.png\|600px]]<br><br>
	~~screenshot of report type entry~~

	* <b>Report Type Name</b>		* <b>Report Type Name</b>
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	::Pictured above, todo		::Pictured above, todo

			</div>
			<hr>
			<!--------------------------------------- Notification Preferences --------------------------------------->
			<div class='collapsible'>Notification Preferences</div><div class="mw-collapsible mw-collapsed">
			<br><br>

			[[File:971685.png\|600px]]<br><br>

	</div>		</div>
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	When a case is created (details further into this article), it will be stored in the Case Reports Listing.		When a case is created (details further into this article), it will be stored in the Case Reports Listing.

	<i>Other > Modules > Case Management > Cases</i>		<i>Other > Modules > Case Management > Cases</i><br>
	[[File:320784.png\|700px]]<br><br>		[[File:320784.png\|700px]]<br><br>

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TracCloud: Case Management

Redrock — Wed, 20 May 2026 17:37:11 GMT

Created page with "{{WIP}} {{TracCloudGuideTabs}} <div class="tcWidgetPage"> {{NoTier}} <div class="categoryDynamic"> {{TracCloudModulesTOC}} </div> <div class="pageTitle">Case Management</div> Description Diagram <hr> ==<b>Case Management Configuration</b>== Description <hr>  <div class='collapsible'>Categories</div><div class="mw-collapsible mw-collapsed"> <br><br> Every case type must be..."

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<div class="pageTitle">Case Management</div>

Description

Diagram

<hr>
==<b>Case Management Configuration</b>==

Description

<hr>

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

Every case type must be linked to a category. When creating a case, the available types will be grouped by category to allow you to easily locate the case type you're trying to submit.

<i>Other > Modules > Case Management > Categories</i>
[[File:955101.png|700px]]<br><br>

To create a new case, click the hamburger {{#fas:bars}} menu and select "New Case Category." Enter the name of the category and describe its purpose. The next section of this article will explain how case types can be linked to these categories.

[[File:553732.png|700px]]<br><br>

The above example would display like this during case creation. Clicking the button would then show the available case types within this category.

[[File:832784.png|600px]]

</div>
<hr>

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

Case Types represent the various types of incidents or issues that may need to be reported. For example, you may have an incident type for maintenance requests, another for policy violations, and another for safety issues. To create a new case type, go to the hamburger {{#fas:bars}} menu > New Case Type.

<i>Other > Modules > Case Management > Types</i>
[[File:430722.png|700px]]

<hr>

<div class='collapsible'>Basic Case Type Info</div><div class="mw-collapsible mw-collapsed">
<br><br>

This tab contains general settings for the case type, including its name, description, subtypes, and who is allowed to submit this type of case.

[[File:549569.png|700px]]<br><br>

* <b>Inactive</b>
::If a case type is no longer being used, it can be deactivated. If your case type has cases, it should always be deactivated instead of deleted.

* <b>Allow all students/Staff/Instructors to Open/Report</b>
::Choose which user types are allowed to create cases of this type.

* <b>Category</b>
::Select the category (as configured above) that this type should be a part of.

* <b>Name</b>
::This is the name of the case type, which will also be the name of the button when creating cases.

* <b>Button Title</b>
::todo

* <b>Description / Instructions</b>
::This text appears beside the button above when beginning to create a case of this type as well as on the case creation screen.

* <b>Issue Name</b>
::Choose your preferred language for the type of form this is. For example, 'Case,' 'Incident,' or 'Report.'

* <b>Auto-Choose if it's the only type in the category</b>
::If this case type is the only case type in its category, it will be automatically chosen when clicking the category during case creation.

* <b>Ask for a Subtype for the Case Type</b>
::If enabled, an additional "Sub-type" field will be added to the case. Your list can be provided as a menu field (drop-down list), radio choices, or a list (scrollable list).
::[[File:630636.png|600px]]
::[[File:855040.png|600px]]
</div>
<hr>

<div class='collapsible'>Activity Report Preferences</div><div class="mw-collapsible mw-collapsed">
<br><br>

Activity Reports allow you to append additional information and actions to cases, as well as specify the parties involved with a particular case. For example, you may have a report for data gathering at the start of a case, potentially multiple for different stages of the case as progress is made, and another for the resolution of the case. This isn't a requirement by any means, you can structure these activity reports to best fit your needs.

[[File:971052.png|600px]]<br><br>

screenshot of report type entry

* <b>Report Type Name</b>
::This will be the name of the activity report. Students, Staff, and/or Faculty will select this in order to begin the process of adding the activity.

* <b>Report Description</b>
::todo

* <b>Ask for Severity</b>
::Choose how users can report the severity of this activity. <b>None</b> hides this field, <b>Severity Only</b> provides a drop-down menu of options including <i>Low, Moderate, High</i> and <i>Critical</i>, and <b>Urgency, Impact, and Severity</b> (pictured below) includes all three of those listed fields, with Urgency and Impact automatically setting Severity. Severity can still be overridden manually if preferred.
::[[File:620597.png|600px]]

* <b>Ask for Report Status</b>
::This adds a drop-down menu of statuses to the activity report. If enabled, you can list the statuses on separate rows beside the checkbox. This can later be used in <i>Notification Preferences</i> to automatically notify individuals if a status is chosen or has remained for an extended period of time.

* <b>Ask for Persons Involved</b> and <b>Witnesses</b>
::These add fields to the activity report that allow you to choose who was involved with, affected by, or witnessed the issue regarding this case.
::[[File:242852.png|700px]]

* <b>Ask for Parties Notified</b>
::Pictured above, todo

</div>
<hr>

</div>
<hr>

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

When a case is created (details further into this article), it will be stored in the Case Reports Listing.

<i>Other > Modules > Case Management > Cases</i>
[[File:320784.png|700px]]<br><br>

</div>
<hr>

<div class='collapsible'>Activity Reports</div><div class="mw-collapsible mw-collapsed">
<br><br>

Description

</div>

<hr>

<div class='collapsible'>Case Analysis</div><div class="mw-collapsible mw-collapsed">
<br><br>

Description

</div>
<hr>
==<b>Creating and Managing Cases</b>==

Description
<hr>

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

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


</div>

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TracCloud Report: Resource Inventory

Redrock — Tue, 19 May 2026 21:19:50 GMT

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	<div class="pageTitle">Resource Inventory</div>		<div class="pageTitle">Resource Inventory</div>

	This report shows [[TracCloud:_Resources\|resource]] types and how many items are available per sub-type of their resources. For example, you may have a resource type "Tablets," with some items of that type set to a sub-type of "iPad" and others "Surface." This report could then display your current inventory of iPads and Surfaces, including total stock of each, how many are checked out, and if tracking is enabled to show ~~high~~/~~low~~ inventory ~~warnings~~ during checkout.<br><br>		This report shows [[TracCloud:_Resources\|resource]] types and how many items are available per sub-type of their resources. For example, you may have a resource type "Tablets," with some items of that type set to a sub-type of "iPad" and others "Surface." This report could then display your current inventory of iPads and Surfaces, including total stock of each, how many are checked out, and if tracking is enabled to show current/total inventory during checkout.<br><br>

	[[File:381192.png\|600px]]<br>		[[File:381192.png\|600px]]<br>

TracCloud: Custom Fields

Redrock — Tue, 19 May 2026 21:05:55 GMT

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

	::<b>Student – Campus / Other Info / Custom1-5</b> 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.<br>		::<b>Student – Campus / Other Info / Custom1-5</b> 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.]]<br>
	::[[File:2934944.png\|500px]]<br>		::[[File:2934944.png\|500px]]<br>

	::<b>Visit – Student / Consultant</b> 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.		::<b>Visit – Student / Consultant</b> 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.

	::<b>Visit - Custom 1/2</b> displays in separate tabs in the visit record.		::<b>Visit - Custom 1/2</b> 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.
			::[[File:461617.png\|500px]]<br>

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

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TracCloud Report: Resource Inventory

Redrock — Tue, 19 May 2026 16:11:39 GMT

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	<div class="pageTitle">Resource Inventory</div>		<div class="pageTitle">Resource Inventory</div>

	This report shows [[TracCloud:_Resources\|resource]] types and how many items are available per sub-type of their resources. For example, you may have a resource type "Tablets," with some items of that type set to a sub-type of "iPad" and others "Surface." This report could then display your current inventory of iPads and Surfaces, including total stock of each, how many are checked out, and if tracking is enabled ~~for email alerts~~.<br><br>		This report shows [[TracCloud:_Resources\|resource]] types and how many items are available per sub-type of their resources. For example, you may have a resource type "Tablets," with some items of that type set to a sub-type of "iPad" and others "Surface." This report could then display your current inventory of iPads and Surfaces, including total stock of each, how many are checked out, and if tracking is enabled to show high/low inventory warnings during checkout.<br><br>

	[[File:381192.png\|600px]]<br>		[[File:381192.png\|600px]]<br>
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	* <b>Show Email Address for Inventory Alerts</b>		* <b>Show Email Address for Inventory Alerts</b>
	:Includes the email address that would be notified on low/high inventory for each resource type.<br><br>		::Includes the email address that would be notified on low/high inventory for each resource type.<br><br>

	* <b>Resource Type, Sub-Type, Resource Title, Barcode, Keywords</b>		* <b>Resource Type, Sub-Type, Resource Title, Barcode, Keywords</b>

TracCloud: Resources

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	[[TracCloud_Report:_Resources_Listing\|Report: Resources Listing]]		[[TracCloud_Report:_Resources_Listing\|Report: Resources Listing]]

			[[TracCloud_Report:_Resource_Inventory\|Report: Resource Inventory]]

			[[TracCloud_Report:_Resource_Checkouts_per_Visit\|Report: Resource Checkouts per Visit]]

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

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	[[TracCloud_Report:_Resource_Checkouts_per_Visit\|• Resource Checkouts per Visit]]		[[TracCloud_Report:_Resource_Checkouts_per_Visit\|• Resource Checkouts per Visit]]

			[[TracCloud_Report:_Resource_Inventory\|• Resource Inventory]]

	[[TracCloud_Report:_Resources\|• Resources]]		[[TracCloud_Report:_Resources\|• Resources]]

TracCloud Report: Resource Inventory

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Created page with "{{TracCloudReportTabs}} <div class="tcWidgetPage"> <div class="categoryDynamic"> {{TracCloudReportsModulesTOC}} </div> <div class="pageTitle">Resource Inventory</div> This report shows resource types and how many items are available per sub-type of their resources. For example, you may have a resource type "Tablets," with some items of that type set to a sub-type of "iPad" and others "Surface." This report could then display your current invento..."

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<div class="pageTitle">Resource Inventory</div>

This report shows [[TracCloud:_Resources|resource]] types and how many items are available per sub-type of their resources. For example, you may have a resource type "Tablets," with some items of that type set to a sub-type of "iPad" and others "Surface." This report could then display your current inventory of iPads and Surfaces, including total stock of each, how many are checked out, and if tracking is enabled for email alerts.<br><br>

[[File:381192.png|600px]]<br>

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

* <b>Show Email Address for Inventory Alerts</b>
:Includes the email address that would be notified on low/high inventory for each resource type.<br><br>

* <b>Resource Type, Sub-Type, Resource Title, Barcode, Keywords</b>
::Filter results by any of these fields.

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

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

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<b><big>HTML</b></big><br>
[[File:236852.png|900px]]
<br><br>
<b><big>CSV</b></big><br>
[[File:138864.png|900px]]

[[Category:TracCloud Reports]]
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Template:TracCloudReportsDescriptions

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

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TracCloud Report: Resources Listing

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TracCloud Report: Resources

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TracCloud Report: Resource Checkouts per Visit

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	<onlyinclude>		<onlyinclude>

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Redrock — Tue, 19 May 2026 15:29:01 GMT

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	[[TracCloud_Report:_Q2_Visits_by_%3F%3F\|• Q2 Visits by ??]]		[[TracCloud_Report:_Q2_Visits_by_%3F%3F\|• Q2 Visits by ??]]

			<h2>Resources</h2>

			[[TracCloud_Report:_Resource_Checkouts_per_Visit\|• Resource Checkouts per Visit]]

			[[TracCloud_Report:_Resources\|• Resources]]

			[[TracCloud_Report:_Resources_Listing\|• Resources Listing]]

	<h2>Retention</h2>		<h2>Retention</h2>

Template:TracCloudReportsManagementTOC

Redrock — Tue, 19 May 2026 15:28:55 GMT

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	[[TracCloud_Report:_Mentorship_Activity\|• Mentorship Activity]]		[[TracCloud_Report:_Mentorship_Activity\|• Mentorship Activity]]

	~~[[TracCloud_Report:_Resource_Checkouts_per_Visit\|• Resource Checkouts per Visit]]~~

	~~[[TracCloud_Report:_Resources\|• Resources]]~~

	~~[[TracCloud_Report:_Resources_Listing\|• Resources Listing]]~~

	[[TracCloud_Report:_Students_Visits_Cleanup_Data\|• Students Visits Cleanup Data]]		[[TracCloud_Report:_Students_Visits_Cleanup_Data\|• Students Visits Cleanup Data]]

TracCloud: Rosetta

Redrock — Tue, 19 May 2026 15:23:38 GMT

← Older revision		Revision as of 15:23, 19 May 2026
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	\| <span title="Schedule conflict.">OtherNotes</span> \|\| text \|\| Student cancellation reason. \|\| <nowiki>{{Appointment.OtherNotes}}</nowiki> \|\| Appointments.OtherNotes \|\| OtherNotes		\| <span title="Schedule conflict.">OtherNotes</span> \|\| text \|\| Student cancellation reason. \|\| <nowiki>{{Appointment.OtherNotes}}</nowiki> \|\| Appointments.OtherNotes \|\| OtherNotes
	\|-		\|-
	\| <span title="Online 1-on-1">Type</span> \|\| varchar \|\| The type of appointment. 1-on-1 or Group. \|\| <nowiki>{{Appointment.Type}}</nowiki> \|\| \|\| ApptType		\| <span title="Online 1-on-1">Type</span> \|\| varchar \|\| The type of appointment. Possible values are listed below.<p style="line-height: 95%; font-size: 15px"><br>Group<br>1 on 1<br>Online Group<br>Online 1 on 1<br>Asynchronous<br>Phone</p> \|\| <nowiki>{{Appointment.Type}}</nowiki> \|\| \|\| ApptType
	\|-		\|-
	\| <span title="N/A">Icon</span> \|\| \|\| An icon that indicates the appointment type. {{#fas:user-group}} for in-person and {{#fas:wifi}} for online. \|\| <nowiki>{{Appointment.Icon\|raw}}</nowiki> \|\| \|\|		\| <span title="N/A">Icon</span> \|\| \|\| An icon that indicates the appointment type. {{#fas:user-group}} for in-person and {{#fas:wifi}} for online. \|\| <nowiki>{{Appointment.Icon\|raw}}</nowiki> \|\| \|\|

TracCloudChangelog

Redrock — Fri, 15 May 2026 09:00:03 GMT

← Older revision		Revision as of 09:00, 15 May 2026
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	<br> - Added twig support for SAGE automated emails, Email From field (#3133)		<br> - Added twig support for SAGE automated emails, Email From field (#3133)
	<br> - Added a new Initiated Via option for SurveyTrac, Show at exit for first # of visits during survey period (#3055)		<br> - Added a new Initiated Via option for SurveyTrac, Show at exit for first # of visits during survey period (#3055)
			<br> - Added Resource Sub-Type tracking enhancements, including an option to send an email if low inventory or high inventory thresholds are set and met
			<br> - Added a new Resource Inventory report in the Management category
			<br> - Added Case Report management for Case Reporting and Activity Report logging

	<i>Changed</i>		<i>Changed</i>

TracCloud: Resources

Redrock — Tue, 12 May 2026 23:41:31 GMT

← Older revision		Revision as of 23:41, 12 May 2026
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	* <b>Keywords</b> are the related words for this resource, delimited by commas or semicolons. For example, if you have a Laptop as an available resource, you may want to create keywords like "Computer, PC, Macbook" to make this resource easier to search for.		* <b>Keywords</b> are the related words for this resource, delimited by commas or semicolons. For example, if you have a Laptop as an available resource, you may want to create keywords like "Computer, PC, Macbook" to make this resource easier to search for.

			* <b>Resource Sub-Type</b> can be used to tally available resources of the same type. This tracking must be enabled in the resource type.

	* <b>Pickup/Return Instructions</b> can be entered and displayed in resource confirmation/return reminder emails as a twig tag.		* <b>Pickup/Return Instructions</b> can be entered and displayed in resource confirmation/return reminder emails as a twig tag.
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	* <b>Display Notice and Require Initials when Checking Out Resources of this Type</b>		* <b>Display Notice and Require Initials when Checking Out Resources of this Type</b>
	::If enabled, a prompt will appear during checkout requiring that the user agree to terms and conditions before continuing. Terms can be entered in the <b>Logout Notice to Student</b> field (HTML & [[TracCloudGuideProfilePrefsTwig\|Twig]] supported), and a copy of the terms can be automatically forwarded to the student by checking <b>Send Terms and Conditions as Email to Recipient</b>. This copy of the terms and conditions can also include a file attachment uploaded via the <b>And also attach file</b> option.		::If enabled, a prompt will appear during checkout requiring that the user agree to terms and conditions before continuing. Terms can be entered in the <b>Logout Notice to Student</b> field (HTML & [[TracCloudGuideProfilePrefsTwig\|Twig]] supported), and a copy of the terms can be automatically forwarded to the student by checking <b>Send Terms and Conditions as Email to Recipient</b>. This copy of the terms and conditions can also include a file attachment uploaded via the <b>And also attach file</b> option.
	::[[File:1164007.png\|500px]]		::[[File:1164007.png\|500px]]<br><br>

			* <b>Track Sub-Types</b>
			::This feature allows you to be notified when there are few or many available resources of your sub-types. For example, if you have 20 resources of a sub-type, and 15 of them are checked out, you may want to be aware that there are few of them available. Similarly, you may want to be notified when availability has returned to normal. Those thresholds would be set in the menu below.
			::[[File:893439.png\|500px]]
			::If the resource is linked to a profile, the profile email address will be notified (up to once per day) each time an item is checked out and a threshold is exceeded. If no profile is linked, an email will be sent to the system email address. If that also isn't available, no email will be sent. The warning will also be shown during checkout.
			::[[File:538850.png\|500px]]

	</div>		</div>

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TracCloud: Permission Groups

Redrock — Tue, 12 May 2026 23:21:56 GMT

← Older revision		Revision as of 23:21, 12 May 2026
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	::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists\|student list]]. If a list is chosen, an addition option will be made available: <b>Additionally Limit student listing only linked consultant</b>. If that option is checked, then the consultants in this profile will further only be able to view students linked to them via [[TracCloud:_General_Profile_Options\|'Linked Staff to Student.']]<br><br>		::This allows you to restrict the students viewable by staff in this group to only students on a specific [[TracCloudGuideGlobalLists\|student list]]. If a list is chosen, an addition option will be made available: <b>Additionally Limit student listing only linked consultant</b>. If that option is checked, then the consultants in this profile will further only be able to view students linked to them via [[TracCloud:_General_Profile_Options\|'Linked Staff to Student.']]<br><br>

	<i>~~Visit Access Preferences~~</i>		[[File:233865.png\|800px]]<br><br>

	* <b>Allow user to view student visit satisfaction</b> & <b>Allow user to view consultant visit satisfaction</b>		* <b>Allow user to view student visit satisfaction</b> & <b>Allow user to view consultant visit satisfaction</b>
	::If visit satisfaction questions are enabled in your [[TracCloudGuideProfilePrefsLogInOut\|profile's log in/out preferences]], these options allow you to control which groups can access the responses that were recorded. <i>View and Edit</i> allows this group to change the satisfaction rating for visits, while <i>View</i> only allows them to access what was previously saved. <i>No Access</i> hides these fields entirely in visit records. The visit satisfaction question will still appear during logout if <i>View/No Access</i> is selected, these options only affect concluded visit records.<br><br>		::If visit satisfaction questions are enabled in your [[TracCloudGuideProfilePrefsLogInOut\|profile's log in/out preferences]], these options allow you to control which groups can access the responses that were recorded. <i>View and Edit</i> allows this group to change the satisfaction rating for visits, while <i>View</i> only allows them to access what was previously saved. <i>No Access</i> hides these fields entirely in visit records. The visit satisfaction question will still appear during logout if <i>View/No Access</i> is selected, these options only affect concluded visit records.<br><br>
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	* <b>Prevent log in/out from KIOSK and Log Listing</b>		* <b>Prevent log in/out from KIOSK and Log Listing</b>
	::If checked, these staff members will not be able to log students in/out on the [[TracCloudGuideBasicsVisits\|Kiosk or Log Listing]] pages.<br><br>		::If checked, these staff members will not be able to log students in/out on the [[TracCloudGuideBasicsVisits\|Kiosk or Log Listing]] pages.<br><br>

			* <b>Hide Custom KIOSK unless user is linked consultant (or none)</b>
			::If checked, consultants in this group will be prevented from opening [[TracCloud:_Log_Listing_Message,_KIOSK_Notices,_and_Custom_KIOSKs\|custom kiosks]] linked to other consultants.<br><br>

	* <b>Allow user to save changes to visit records (and which visits)</b>		* <b>Allow user to save changes to visit records (and which visits)</b>

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Redrock — Tue, 12 May 2026 23:20:17 GMT

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	[[TracCloud_Report:_Resource_Checkouts_per_Visit\|• Resource Checkouts per Visit]]		[[TracCloud_Report:_Resource_Checkouts_per_Visit\|• Resource Checkouts per Visit]]

			[[TracCloud_Report:_Resource_Inventory\|• Resource Inventory]]

	[[TracCloud_Report:_Resources\|• Resources]]		[[TracCloud_Report:_Resources\|• Resources]]

← Older revision		Revision as of 15:28, 19 May 2026
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	[[TracCloud_Report:_Mentorship_Activity\|• Mentorship Activity]]		[[TracCloud_Report:_Mentorship_Activity\|• Mentorship Activity]]

	~~[[TracCloud_Report:_Resource_Checkouts_per_Visit\|• Resource Checkouts per Visit]]~~

	~~[[TracCloud_Report:_Resources\|• Resources]]~~

	~~[[TracCloud_Report:_Resources_Listing\|• Resources Listing]]~~

	[[TracCloud_Report:_Students_Visits_Cleanup_Data\|• Students Visits Cleanup Data]]		[[TracCloud_Report:_Students_Visits_Cleanup_Data\|• Students Visits Cleanup Data]]