View source for TracCloud: Schedule Management

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==Schedule Management==
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The TracCloud schedule is where you can create and manage your [[TracCloudGuideProfileStaff|consultant]]’s availabilities. The availability blocks created here will appear when staff or students are searching for appointments based on the criteria chosen during the search process. This article will walk you through how to utilize these features, from creating availabilities to booking appointments.<br><br>

The schedule can be reached by clicking the “Schedule” button at the top of the dashboard. Click the "Expand" options below to view more information on different parts of the schedule management process.

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<!-------------------------------------------- Navigating Schedule -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Navigating the Staff Schedule</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
Navigating the staff schedule is a crucial part of managing your Trac System if you host appointment-based sessions. This is where you can create new availabilities/time slots, review past and future appointments, and even book new appointments on behalf of students.
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Starting at the top of the schedule view, you'll find options for changing your date range and selected consultant. The date field can be clicked on so that you can select a specific day or week (depending on your current consultant selection), and you can cycle through past/upcoming dates using the arrow buttons. The "Today" button will always take you to the current date.<br><br>

Following this is the [[TracCloudGuideProfileStaff|consultant]] menu. Your consultants will be grouped by the [[TracCloudGuideProfileCenters|centers]] they're assigned to (or profiles then centers for systems with 5+ profiles). Selecting an individual consultant will display their schedule for the selected week. You can alternatively select "All of this center" to view all of your consultant schedules for a single day. This option also allows you to hide unavailable consultants with a checkbox along the schedule settings bar. You can also choose your selected center, which applies to both the "all of this center" view as well as individual consultants who work across multiple centers.

[[File:2492377.png|440px]] [[File:4782273.png|440px]]<br><br>

Lastly, you will find your <b>Schedule Display Options</b>. These can be used to change your visible time on the calendar, as well as hide certain record types. Changes made here will only affect your own account, and only in your current browser session. The {{#fas:calendar-days}} icon indicates whether or not you have the ability to modify availabilities, and the {{#far:calendar-check}} icon indicates the same for appointments. Consultant accounts can also see a {{#fas:user}} button, which will return them to their personal calendar.<br>

[[File:4613107.png|400px]]
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<!-------------------------------------------- Standard Availabilities -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Creating Availabilities</b> / 1-on-1, group, and drop-in</big></div><div class="mw-collapsible mw-collapsed"><br><br>
After selecting the consultant you want to create an availability for, click-and-drag to begin creating an availability block in an open space on their schedule. Before you let go of left-click, tapping the 'a' key on your keyboard will cycle through different options. Adhoc appointments (white), reserve blocks (red), and standard availabilities (green). Standard availability is what you'll want to select to create a new time slot on your consultant schedule.<br>

[[File:Y43u5j3j425jh23h.png|400px]]<br><br>

Once you release left-click, you will be brought to the availability entry window where you can configure the time slot.<br>

[[File:6132639.png|600px]]<br><br>

In the top-right corner of the availability, you can choose the block type. <b>Availability</b> is a regular availability linked to a single center. A <b>Stacked Availability</b> can be linked to multiple centers, essentially allowing you to create multiple overlapping availabilities at the same time. When stacking an availability, you can choose which fields are ignored and not shared between stacked blocks. For example, you can ignore the Meeting Type field so that the Learning Center block can be online and the Writing Center block can be in-person, otherwise non-ignored options will be shared across the entire stack. <b>Reserve Blocks</b> are covered further into this article.<br><br>

<b>[[TracCloudGuideListingsSections|Subject]]</b> and <b>[[TracCloudGuideProfileReasons|Reason]]</b> allow you to restrict what this time slot can be utilized for. If left blank, which is a typical choice, the consultant and center course lists will be used. If you wanted to restrict the availability to a specific subject, you can select it from the search menu, or use a wildcard entry (such as "MATH*" for all sections that start with "MATH) or a course list if your preferences allow it.<br><br>

The following option, <b>Meeting Type</b>, determines if this is a remote/online availability, in-person, or asynchronous. The latter option will be covered in the next portion of this wiki article. Depending on which option you choose, additional <b>Location</b> fields will be made available. In-person availabilities may be assigned to a specific room or building number, while online sessions will be assigned a specific online invite link. That link can be the consultant's specific invite link from [[TracCloudGuideProfileStaff|their account]], a breakout room, or a new invite can be copy/pasted directly into the "Online URL" field. Students can join these online appointments from their dashboard, as TracCloud will provide a hyperlink to them at the appointment start time.<br><br>

The <b>Max Students</b> option determines the availability type. <b>0</b> would be a drop-in event, <b>1</b> is a one-on-one meeting, and <b>2</b> or more would be a multi-person group.<br><br>

The <b>date range</b> and <b>days of the week</b> fields allow you to determine how this availability will repeat going forward. By default, just the one day you created the block on will be active, however, you can push the “To” date farther out and deselect the days of the week that this availability shouldn’t be active for to create a schedule such as “Every Monday, Tuesday, and Friday until May 30th.”<br><br>

<b>Increments</b> and <b>Breaks</b> control how the block is split into different times. If you create a 5-hour block on the schedule, setting the Increments to 60 minutes will split that into 5 1-hour blocks instead. Breaks allow you to schedule breaks for your consultants in-between appointments. For example, you could set Increments to 55 and Breaks to 5 to give your consultants 5-minute breaks in between their 55-minute appointments.<br><br>

<b>Overrides</b> will show you gaps in the series. For example, if you have an availability that repeats for some time, but a block in that series is removed (maybe the consultant isn't available that week or their time changes on that one day), that will appear as an override date for the rest of the series. An availability can also be manually overridden if you want to make changes to it independently from the rest of the series by clicking the {{#fas:minimize}} button as seen in the screenshot below.
::[[File:9515945.png|600px]]<br><br>

<b>[[TracCloud:_Documents|Documents]]</b> can be uploaded to the availability, which will automatically be carried through to booked appointments so that students can access them.<br><br>

<b>Notes</b> is an internal notes field for staff to share information about this availability with each other. This field is not shown to students, and can be used for any purpose.<br><br>

Group sessions also offer a couple of unique settings for your availabilities, detailed below.

* <b>Group Slot Restriction</b>
::This determines what subject students can book compared to the first student's selection. <b>Any Subject</b> means that one student could book for MATH100, and another for ACTG100, any subject is allowed (within consultant and center specialties). <b>Same Subject</b> means that one student could book for MATH100 01, and another for MATH100 02, but not for MATH200. Both <b>Same Subject and Instructor</b> and <b>Same Section</b> can be used to be more strict as needed.<br><br>

* <b>First booked appt determines online / in person for that time slot on that day</b>
::This option only appears if the availability offers both in-person and online meeting types. If checked, the first student who books the appointment decides if it will take replace in-person or online. Otherwise, each individual student can independently select online/in-person for a hybrid environment. This option only appears if [[TracCloudGuideProfilePrefsSchedule|"Allow group online/in-person per time slot determined by first person that day and time" is enabled in your profile schedule prefs.]]<br><br>

Click “Save” once you’re happy with the availability configuration.
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<!-------------------------------------------- Asynchronous -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Asynchronous Availabilities</b> / Document sharing & asynchronous messaging</big></div><div class="mw-collapsible mw-collapsed"><br><br>
<b>Asynchronous</b> is an additional meeting type available for availabilities. These are created like normal availabilities, but appointments are held asynchronously. A text chat will be provided for a student and consultant to communicate with each other, and documents can be uploaded to the appointment for each user to download and review. This functionality must be enabled in your profile before it can be used, go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Allow availabilities to be asynchronous</i><br><br>

This meeting type can be selected just like In-Person or Online, and can be combined with those meeting types to give students more choices when booking appointments.

[[File:7515788.png|600px]]<br><br>

Asynchronous availabilities are shown on the schedule view as a purple box with a {{#far:comments}} icon. Students will see the same color in their availability searches.

[[File:2401863.png|400px]]<br>

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After the appointment has been booked, you will notice a couple differences compared to standard appointments. The <b>Status</b> field now only contains "In Progress" and "Concluded" plus a missed and canceled status, as standard synchronous statuses no longer apply. An additional <b>Messages</b> tab has also been added, which will contain all communications between the consultant and the student.<br>

[[File:1127095.png|600px]]<br><br>

Students and consultants will primarily be communicating and managing the session from the dashboard. This will display all "In Progress" asynchronous sessions that you (a consultant or student) are a part of. Clicking "Show Previous Concluded" will let you review past asynchronous sessions, download documents, or even reopen the session if needed.<br>

[[File:6417001.png|400px]]<br><br>

Clicking on one of these entries will open the appointment record with two tabs available. <b>Appointment Information</b> contains the current status of the appointment, any [[TracCloudGuideGlobalCustom|custom fields]], as well as uploaded documents. <b>Messages</b> (pictured below) shows the current discussion between the student and their consultant, along with a log of document uploads/deletions. Either party can conclude or reopen the session at any time with the button in the lower-right corner.<br>

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<!-------------------------------------------- Reserve Blocks -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Reserve Blocks</b> / Prevent booking and cancel appointments</big></div><div class="mw-collapsible mw-collapsed"><br><br>
<b>Reserve Blocks</b> can be created over existing availabilities and appointments, to prevent booking and automatically cancel conflicting appointments. This is typically used for holiday breaks, sick days, or to block off specific times of the day when a consultant will not be available.<br><br>

There are two ways to create a reserve block. You can click-and-drag an availability as usual, then tap the 'a' key to cycle to a reserve block, or create a normal availability then change the block type to "Reserve Block" in the top-right corner.<br>

[[File:7288779.png|400px]] [[File:5861695.png|400px]]<br><br>

Once you've started creating your reserve block, you will find a few options that don't exist in normal availabilities which have been detailed below.<br>

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* <b>All Staff this Center</b> is used to create a block for all consultants across your selected center, rather than exclusively for the consultant account that you had originally selected.

* <b>All Staff for All Centers</b> goes beyond what the "this center" option does, placing this block on all consultant schedules across all centers.

* <b>Show on schedule as meeting</b> will change how this block visually displays on the schedule and will be shared to the consultant's calendar via the "Calendar URL" button on the staff dashboard. This does not have an effect on blocking availabilities or cancelling appointments, that functionality will be the same regardless of if this is checked.

* <b>Do NOT Cancel any intersecting appointments</b> will prevent overlapping/conflicting appointments from being automatically canceled when this block is saved, which is otherwise the default behavior of reserve blocks.

* <b>Description</b> can be used to record why this reserve block exits. For example, "Time off for holiday."

* <b>Status</b> will apply to all overlapping appointments. For example, "Canceled - Holiday" to differentiate these cancellations when running reports. If this field is left blank, a generic "Canceled" status will be used instead.<br><br>

The rest of the reserve block is created like a standard availability, set the time and days that should be blocked, then click "Save" to add it to the schedule.<br>

[[File:3436868.png|800px]]

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<!-------------------------------------------- Booking Appointments -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Booking Appointments</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
Appointments can be booked from the staff schedule directly, or from the dashboard. The former can only be accessed by staff, while the latter can be accessed by both students and staff if their [[TracCloud:_Permission_Groups|permission group]] allows it. Regardless of which option is used, [[TracCloudGuideProfilePrefsEmails|emails]] will be sent out as usual and the records will appear in [[TracCloudReports|reports]] as expected.
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<big><b>Staff Schedule</big></b><br>
From the staff schedule, there are 3 ways to book an appointment for a students, depending on what's easiest for that particular session.<br><br>

<b>Ad-hoc appointments</b> can be created by clicking-and-dragging (as if you're creating an availability), but before you let go of left-click, tap the 'a' key on your keyboard to cycle to the appointment option (white). After you let go, TracCloud will prompt you to choose a student before taking you to the appointment entry screen (detailed further into this article).<br>
[[File:7007810.png|500px]]<br><br>

<b>Booking availabilities</b> can be accomplished by clicking on the start time of the availability (group or 1-on-1) and searching for a student. After making your selection, you will be brought to the appointment entry screen. You can also click on the {{#far:calendar-plus}} icon to set a custom start and end time for your appointment.<br>
[[File:2414258.png|400px]] [[File:9079004.png|400px]]<br><br>

<b>Group rosters</b> are exclusive to group availabilities, where multiple appointments need to be viewed at once. To open the group roster, you can click on the <b>{{#fas:user}} 0 / 0</b> icon on the availability block, where new appointments can be immediately scheduled by clicking the <i>Add to Roster</i> button at the bottom of the window.<br>
[[File:2505673.png|600px]]<br><br>

<b>Add Multiple</b> will open a new window where you can add students as a batch process. Search for and select students based on enrollments, name, or a list of IDs. When searching by enrollments, students will only appear if the consultant is assigned to that course in their [[TracCloudGuideBasicsCourses|course list]].

[[File:1961752.png|600px]]

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<big><b>Dashboard</big></b><br>

Both students and staff have access to the dashboard appointment search widget. The primary difference (aside from the appointment entry page itself) is that staff will need to select a student in the widget, while students do not since they're already logged in on their browser. The exact options available in this widget will be based on your [[TracCloudGuideProfilePrefsSchedule|profile preferences]] and [[TracCloudGuideGlobalSearchAvail|search availability widget settings]].

[[File:1163748.png|400px]] [[File:6162464.png|400px]]<br><br>

If “Choose a Date & Center” is selected ([[TracCloudGuideGlobalSearchAvail|or was made the default for your system]]), an additional window will appear after clicking "Search" to choose a center/profile, as well as the specific date of the appointment you want to book. The phrasing of text shown here is based on your [[TracCloudGuideGlobalSearchAvail|search availability widget settings]].<br>

[[File:7483429.png|800px]]<br><br>

After searching, you will be brought to a results screen such as this, allowing you to view the time of the appointment, which center it takes place in, whether it’s a Group, 1 on 1, Drop-In, or Asynchronous time slot, and the consultant. The results will load one day at a time, more results can be loaded by clicking the “Load more for [the following day]” at the bottom of the screen. Clicking on the time slot will open the appointment entry window where you can book that time slot.<br>

[[File:2652554.png|800px]]<br><br>

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<big><b>Appointment Entry</big></b><br>

After clicking on the availability that you want to book, the appointment entry screen where you can fill out [[TracCloudGuideGlobalCustom|custom fields]] and confirm your appointment will differ depending on if you're logged in as a staff or a student.

The <b>student</b> view is very restricted. The student can only edit fields that your system (or individual availability, depending on the field) allows to be edited. Student custom fields, meeting type, recurring status, and duration.<br>

[[File:3386821.png|700px]]<br><br>

The <b>staff</b> perspective shows all appointment fields, including status.<br>

[[File:6327021.png|700px]]<br><br>

Once the appointment is saved, appointment [[TracCloudGuideProfilePrefsEmails|confirmation emails]] (and [[TracCloudTA|SMS texts via TextAlerts]]) will be sent to both the student and consultant.
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<!-------------------------------------------- Moving Appointments -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Moving Appointments</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
If an appointments needs to be moved, you can either cancel the appointment and book it at a new time, or you can move the appointment record. There are two ways to accomplish this, both will send a new [[TracCloudGuideProfilePrefsEmails|confirmation email]] to the student and consultant informing them of this change.<br>

<b>1. Click-and-drag</b> the top-left corner of an appointment to move it to another time slot on the visible schedule. This can be done from an individual staff schedule or from the "all of this center" view. The latter also allows you to move an appointment to another consultant's schedule.<br>
[[File:2981685.png|700px]]<br><br>

<b>2. The "Move" button</b> within each appointment can be used to initiate an appointment search, just like on the dashboard. Click on the new time slot you want to book and save your changes.<br>
[[File:6215056.png|700px]]<br>
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<!-------------------------------------------- Availability Blocks Listing -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Availability Blocks Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>

The <b>Availability Listing</b> can be viewed by going to <i>Other > Listings > Availability Blocks.</i> Access to this listing can be provided by adding "Availability Blocks" table access to a [[TracCloud:_Permission_Groups|permission group under 'Admin / Modules']]. This listing contains all availability records that you have permission to view, including the ability to make batch changes or simply search for and few individual records. The <span style="color:green">{{#fas:toggle-on}}</span> icon shows if the availability is a reserve block or not.<br><br>

Each column of information displayed has a clickable header that will sort the listing accordingly. Clicking once sorts ascending, a second click will sort descending.<br><br>

[[File:7742610.png|800px]]<br><br>

Using the Search Bar on this screen, we can easily perform quick searches to find specific availability records. Right clicking in the search bar (shown below) will provide a list of availability fields to search by, click any of these to auto-fill the search bar.<br><br>

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<b>Example Searches:</b>

* Find an availability by a single value, such as the consultant's name.
:::<i>Staff.LastFirst="Smith, Dave"</i><br><br>

* Search multiple fields at once, separate your searches by a space. If a value you're searching for contains a space, make sure to surround the value with quotes like with the consultant's name below.
:::<i>Staff.LastFirst="Smith, Dave"  AvailBlocks.isOnline=1</i><br><br>

* Date searches such as this are required to be formatted as YYYY-MM-DD.
:::<i>#sql:FromDate#=2024-04-16</i><br><br>

* You can also search for records where a date is greater than or less than a value like this.
:::<i>#sql:FromDate#=<2024-04-16</i><br><br>

* You can also search by a date range with ...
:::<i>#sql:FromDate#=2024-04-01...2024-04-30</i><br><br>

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<!-------------------------------------------- Troubleshooting -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>Troubleshooting Availability Searches</big></div><div class="mw-collapsible mw-collapsed"><br><br>

If you've created a new availability for one of your Consultants and it's not showing up as expected when performing a search for appointment times, there are a few possible causes. This portion of the wiki outlines these possibilities, ordered from most to least likely based on what we at Redrock have experienced working with campuses directly.<br><br>

[[File:5811408.png|700px]]<br><br>

<hr><big><b>1. Center and Consultant Course Lists</b></big><br>
The most common cause when an availability isn't appearing in search results is misconfigured [[TracCloudGuideBasicsCourses|Course Lists]]. Both your Consultant and your Center need to be assigned to the subject you're searching for (unless your Center or Reason is set to ignore Consultant Specialties). Make sure you Process Specialties (Step 2) after applying any changes.

<b>Consultant Course List</b>: <i>Other > Listings > Staff > [Your Staff] > Course List of Specialties</i><br>
<b>Center Course List:</b> <i>Other > Other Options > Profiles > [Your Profile] > Centers > Course List for this Center</i><br>

A complete list of Course Lists can also be found by simply going to: <i>Other > Listings > Course Lists</i><br>

[[File:2566764.png|800px]]<br>
[[TracCloudGuideBasicsCourses|More Course List Information]]

<hr><big><b>2. Process Specialties</b></big><br>
This is always recommended after applying changes to Course Lists, but it may also be the case that the specific section you searched for was imported after you created the Course List for your Center/Consultant, and a Course List refresh alone may resolve this issue. We can setup an automated process to Process Specialties daily if this occurs often, reach out to us using the 'Support' tab above for more information.<br>

[[File:9163668.png|800px]]

<hr><big><b>3. Reason Assignments</b></big><br>
Similar to ensuring that your courses are assigned to the correct Consultant and Center, the same applies for Reasons. This step only applies if you're using Reason as a search criteria.

<b>For Consultants</b>, go to <i>Other > Listings > Staff > [Your Staff] > Reason Specialties</i><br>
<b>For Centers</b>, go to <i>Other > Other Options > Profiles > [Your Profile] > Centers > [Your Center] > Active Reasons</i><br>

[[File:4156153.png|800px]]<br>
[[TracCloudGuideProfileReasons|More Reason Information]]

<hr><big><b>4. Availability Subject/Reason</b></big><br>
If your availability is assigned to the wrong subject or reason, this can cause it to be unintentionally filtered out of results. Make sure the value entered here is correct, especially if you're using wildcards. If these are blank (i.e., available for all specialties), you can skip this troubleshooting step.

<i>Schedule > [Consultant] > Availability</i><br>

[[File:7228037.png|600px]]

<hr><big><b>5. Profile Time Restrictions</b></big><br>
If your availability is 60 minutes long, but your profile only allows for a maximum of 50-minute appointments, this can unexpectedly filter out availabilities if you haven't updated your profile preferences to match this new limit. The relevant options to check here are <b>Schedule no sooner than</b> and <b>no later than</b>, ensure that you're searching within an allowed range. As well as <b>Minimum</b> and <b>Maximum Appointment Duration</b>, make sure your availability is within the limits defined by your profile.

<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions</i><br>

[[File:3887765.png|800px]]<br>
[[TracCloudGuideProfilePrefsSchedule|More Scheduling Prefs Information]]

<hr><big><b>6. Reason/Subject Required for Search</b></big><br>
In the event that you aren't searching for both Reason and Subject, and the previous steps haven't resolved your issue, it's worth double-checking to make sure your Profile hasn't been mistakenly set to require a Subject/Reason to show availabilities. Make sure the highlighted settings match the search you're performing on the dashboard.

<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Special Fields</i><br>

[[File:4060060.png|800px]]<br>
[[TracCloudGuideProfilePrefsSchedule|More Scheduling Prefs Information]]

<hr><big><b>7. Skills and Accommodations</b></big><br>
If your campus utilizes the Skills/Accommodations feature, with 'Excluded when not chosen' enabled, make sure your consultant/availability is assigned to that Skill/Accommodation.<br>
Consultants: <i>Other > Listings > Staff > [Staff Account] > Special Needs/Skills/Accommodations</i><br>
Availabilities: <i>Schedule > [Availability] > Special Needs > Special Needs/Skills/Accommodations</i><br>
[[File:5480047.png|800px]]
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<b>Still having trouble getting the results you expect? Reach out to us using the 'Support' tab at the very top of this page, we'd be happy to help.</b>

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<i>See Also</i>
* [[TracCloudGuideProfilePrefsSchedule|Schedule Preferences]]

* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]

* [[TracCloudGuideProfilePrefsScheduleDisplay|Appointment Display Preferences]]

* [[TracCloudGuideProfilePrefsEmails|Emails]] - Appointment confirmations, reminders, etc.
[[Category:TracCloud]]
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