List Management - Preferences

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User Manual Contents

RgtArr.gif Introduction
RgtArr.gifSysAdmin Preferences
RgtArr.gifCenter Profile Prefs
RgtArr.gifGroup Settings
RgtArr.gifSections
RgtArr.gifReasons
RgtArr.gifConsultants
RgtArr.gifStudent Records
RgtArr.gifAvailabilities
RgtArr.gifAppointment Scheduling
RgtArr.gifVisits
RgtArr.gifResources
DwnArr.gifList Management
B.gif List Management Prefs
B.gif Creating Lists
B.gif Watchlist Indicators
B.gif Limit Logins based on List
B.gif Running Reports on Lists
RgtArr.gifKiosk
RgtArr.gifCustomize My Trac
List Management: Preferences
In order to manage students in lists, users must have access to the student listing screen, which is accessed by student search. In your Group Access Preferences, we need to activate the following preference for the appropriate groups:


ListPrefs1.png


Any existing lists may be given to a user's group. This is done on the center access tab of the group entry screen. Access to a list may be given for read only purposes. Search only means that users may only find the students in the list but may not assign a student to the list. Search and Edit access to the list allows a user to remove or add students to and from the list. Note: any lists that have been removed from the system may be display as Not Found in the list access field.


ListPrefs2.png


Use the buttons to add a single list, add all lists or clear all lists to a group’s access privileges. Click on the actual list to change the color coding or access type privileges.