TracCloudWhatsNew2024-02-01 1

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Prior Releases

• 2024-02-01 | Features & Changes / January '24

• 2024-01-02 | Features & Changes / December '23

• 2023-11-30 | Features & Changes / November '23

• 2023-10-31 | Features & Changes / October '23

• 2023-10-02 | Features & Changes / September '23

• 2023-08-31 | Features & Changes / August '23

• 2023-07-31 | Features & Changes / July '23

• 2023-07-03 | Features & Changes / June '23

• 2023-06-14 | Static QR Codes

• 2023-06-02 | New Survey Type

• 2023-05-04 | Asynchronous Appointments

• 2023-04-25 | Recent Changes

• 2023-04-11 | Online/In-Person New Look

• 2023-03-14 | Notification Improvements

• 2023-03-10 | Appointment Listing

• 2023-02-09 | Block Booking in Time Range

• 2023-02-09 | Students Birthdays

• 2023-01-30 | Allow Booking with Any Staff

• 2023-01-19 | Consultant Sort Code

• 2023-01-07 | Custom Kiosk Course Lists

• 2022-12-31 | Share Course List Items

• 2022-12-16 | Hide Reasons from Students

• 2022-12-09 | List Categories

• 2022-12-08 | Terms/Conditions Response Listing

• 2022-12-07 | Twig in Max Appt Rule Message

• 2022-12-03 | Q2 Visit Custom Fields

• 2022-11-16 | Custom Consecutive Appt Limit

• 2022-11-16 | Cancellation Grace Period

• 2022-11-04 | Custom Auto-Cancel Threshold

• 2022-11-04 | New Auto Termination Prefs

• 2022-10-06 | Late Cancel Options

• 2022-10-04 | Labels in Reasons/Recommends

• 2022-09-29 | Q2 Visit Details on Log Listing

• 2022-09-27 | Log Visits from Upcoming Appts

• 2022-09-21 | Group Pref: View Sched - No Edits

• 2022-09-21 | Student Search Avail Counter

• 2022-09-20 | Search Availability Badges

• 2022-09-16 | Log Visits from Group Rosters

• 2022-09-14 | Custom Past or Next Report Range

• 2022-09-14 | Custom Auto Report Messages

• 2022-09-12 | New Signature Custom Field

• 2022-09-07 | Custom Cancellation Reasons

• 2022-08-17 | Custom 'Join Online Session' Text

• 2022-08-09 | Unbooked Avails Become Drop-ins

• 2022-07-27 | Default 'Choose Date' Option

• 2022-07-27 | Additional Search Availability Widgets

• 2022-07-26 | Search Students by Student Searches

• 2022-07-21 | Change 'Edit Bio' label

• 2022-06-16 | Location Search on Schedule

• 2022-05-31 | Reasons: Ignore Section Specialties

• 2022-05-31 | Automatic Alias Format

• 2022-05-18 | Show Work Visits on Schedule

• 2022-05-16 | Search by Term Enrollment

• 2022-05-12 | First Student sets Online Status

• 2022-04-28 | Resend Student Emails

• 2022-03-14 | New Resource Functionality

• 2022-03-08 | Default Calendar Time

• 2022-03-08 | Locking Group Rosters

• 2022-02-18 | Tutor Maximum Hours

• 2022-02-01 | Send Notes on Group Roster

• 2022-01-06 | Drop-in SMS Reminders

• 2021-12-21 | KIOSK Queue Mode


2024-02-01 | TracCloud features and changes from January 2024

Required questions in SAGE, batch assign work plans, and new report options in TracCloud for the month of January 2024. Our full changelog can be found here.

SAGE Required Questions

Your SAGE Custom Questions can now be required to ensure an answer is selected. More information on SAGE can be found here.

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Batch Assign Work Plans

Work Plans can now be batch assigned from the staff listing, just like Success Plans for students. This will assign the chosen work plan to all listed consultants.

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Open Student Profiles from Visits

Similar to appointments and registrations, it's now possible to open student accounts directly from a visit record. This can be accomplished by clicking the icon next to the student's name.

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Reports

  • The SI Comparison report has a new option to include the standard deviation for GPA fields.

  • SAGE Referrals by ?? will now display the date and notes of completed actions if included in 'Additional Fields to Show.'

  • Success Plans and Work Plans have new options in 'Sort by' to sort by completion percentage, either ascending or descending.

Other Changes

  • Dynamic list queries can now be edited and more easily viewed.

  • The default dashboard display in Success Plans has been updated to improve formatting and use alternate instructions if available.

  • When editing the section of a visit record, the term number will now be shown. This was added to make it easier to select the correct section when "Show Inactive" is checked.

  • When selecting a student record in Quick Visits, you can now search by full name (formatted as "First M. Last" or "First Last" if middle name isn't available).