How to Customize my Main Menu

From Redrock Wiki

    The legacy Trac 4.0 version of TutorTrac/AdvisorTrac/FitnessTrac is no longer receiving updates and will be end-of-life in 2025. Click here to schedule a TracCloud demo or reach out to sales@go-redrock.com for migration pricing or contract details.



New, easy to use interface
TracCloud features a modern, easy to use, and mobile-friendly interface, allowing you to easily find and manage your data as you need. Students, staff, and faculty will have a much easier time navigating through the system and accessing the data they need. The new dashboard offers many easy to access widgets to view and manage your data.

7018287.png

New Features
Export almost any report into Excel. Static and dynamic QR codes for touchless-kiosk environments. Unlimited custom data fields in student records, visits, appointments, and more. Customizable views of listing pages. Student timelines. Twig and HTML-supported emails and system messages. Customizable log listing and kiosk views. Center descriptions. New reports. Student success plans as a new module, along with work plans for staff. The full list of changes couldn't fit in this article, and more is being added all the time. Relating to the schedule specifically, you'll find a new appointments listing, availability badges, custom search appointment links and QR codes, unlimited customizable max appointment rules, asynchronous appointment support, and more.

4062955.png

Customizable
With Twig support, you can personalize system messages, upcoming appointment lists, emails, and more based on the users who are viewing/receiving them. From simple changes like greeting the user by name to completely changing an email based on if the related appointment was in-person or online, in a certain center, for a certain reason, even if a certain custom field in the student's profile has a specific value. This extends to the log listing and kiosks as well, where you can add or remove fields, rearrange the data that's displayed, and add custom formatting with HTML and Twig.

1670850.png

Faster
Rewritten from the ground up hosted on AWS, using a MySQL database, TracCloud is faster in every way. This performance increase compared to Trac 4.0 can be noticed throughout the entire system, with reports being especially improved. Even the biggest reports in TracCloud load within a few seconds.

3881667.png

Migrate Existing Data
Migrate your existing data from Trac 4.0, allowing you to pick up right where you left off. We'll work with you to plan out your migration, coordinating with your IT, and training your system administrators to get you started in TracCloud.

7254776.png

Click here to schedule a TracCloud demo!


User Manual Contents

• Introduction

• SysAdmin Preferences

• Center Profile Prefs

• Group Settings

• Sections

• Reasons

• Consultants

• Student Records

• Availabilities

• Appointment Scheduling

• Visits

• Resources

• List Management

• Kiosk

• Customize My Trac

   • Logo, Name, and Colors

   • Login Page Customization

   • Main Menu Customization

   • Messages and Notices

   • Main Menu Custom Tabs


My Prefs Settings

The My Prefs option in the Trac Navigation is a menu for you to customize the display of the main menu for your personal account. Here you can choose which links you want to appear.


MyPrefsEntry.png


Quick Reports

Gives you quick access to the report chooser to run reports on the data the Trac application has collected. Will also display the list of favorite reports saved to your account.

Calendar
Gives you quick access to the schedule. Also gives quick access to search for availabilities to book appointments for students.

Messages
Displays any messages that have been sent to your account.

Mini Log List
Quick display of the Log Listing. You can log students in and out of the centers, and view brief information about the students currently in the center.

Quick Visit
Allows you to manually create visits for students that meet outside of the centers. Can create single visits or batch visits using this utility.

Attendance
Used for entering class attendance as visits.

Tip of the Week
Displays tips on the use of the Trac application. Will also display information on new features and upcoming events. Feed is provided by Redrock Software.

Wizard
Allows you to perform common tasks quickly through the use of a task wizard. Quick links to available wizards will be displayed.

Color Picker
Allows you to change the background and text colors of the header bars on menus.

Center Status
A tab in the center of the main menu will appear displaying the number of appointments and visits that have occurred since a particular date. Date can be adjusted as needed on the tab.

Refresh Cache
Used only by Redrock Software. Will force the application to reload certain pages after updates to utilize new features included in the updated pages.

News Feed
RSS Feed from source (entered in MyPrefs) displays current feed information on main menu.

AdvisorTrac Ticker Sound
AdvisorTrac can notify consultants when a student is hear to see them through a sound. This preference will turn the sound on and off for consultants.

Log Student
Log students in and out of their visits. This can be done from any screen.

Log Resource
Log resources in and out for students. This can be done from any screen.

Schedule Start Time
Allows you to set the start and end times for the display of the schedule for your centers. Each user can set their start and end times individually.

Remember Last Search Criteria
Refers to the Log listing screen. If a user searches for a specific set of visits, that search criteria will be used for every subsequent visit to the Log Listing.

Retrieved from "https://wiki.go-redrock.com/index.php?title=How_to_Customize_my_Main_Menu&oldid=9698"