TracCloud: Advanced Preferences - Revision history

Redrock at 15:51, 18 June 2026

2026-06-18T15:51:22Z

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	This tab contains rarely used options and options that should generally be left unchanged for typical use cases. <b>It's recommended you leave these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, you should reach out to Redrock support before continuing.		This tab contains rarely used options and options that should generally be left unchanged for typical use cases. <b>It's recommended you leave these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, you should reach out to Redrock support before continuing.

			Other ➜ Other Options ➜ Profiles ➜ [Your profile] ➜ Prefs ➜ Advanced (or rarely used) Preferences.

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Redrock at 15:50, 18 June 2026

2026-06-18T15:50:34Z

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	This tab contains rarely used options and options that should generally be left unchanged for typical use cases. <b>It's recommended you leave these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, you should reach out to Redrock support before continuing.		This tab contains rarely used options and options that should generally be left unchanged for typical use cases. <b>It's recommended you leave these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, you should reach out to Redrock support before continuing.

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	* '''Number of Recs Shown per Page'''		* '''Number of Recs Shown per Page'''

Redrock at 15:49, 18 June 2026

2026-06-18T15:49:43Z

Redrock at 17:22, 17 June 2026

2026-06-17T17:22:34Z

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	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
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Redrock at 21:48, 12 June 2026

2026-06-12T21:48:56Z

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	* <b>Create visit when entering an online session</b>		* <b>Create visit when entering an online session</b>
	::If blank or "yes," a visit will be recorded when a student joins an online session through ~~the Trac System~~. Disabling this means that TracCloud will not automatically record the visit, so it must be recorded manually by a staff member.<br><br>		::If blank or "yes," a visit will be recorded when a student joins an online session through TracCloud. Disabling this means that TracCloud will not automatically record the visit, so it must be recorded manually by a staff member.<br><br>

	* <b>Create visit when marking an appointment as attended</b>		* <b>Create visit when marking an appointment as attended</b>

Redrock at 21:25, 12 June 2026

2026-06-12T21:25:03Z

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	The <b>Advanced Prefs</b> tab contains rarely used options, or options that we recommend against for typical use-cases. <b>We recommend leaving these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, we still recommend reaching out to us before making changes.		The <b>Advanced Prefs</b> tab contains rarely used options, or options that we recommend against for typical use-cases. <b>We recommend leaving these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, we still recommend reaching out to us before making changes.
	~~<br><br>~~
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Redrock at 16:04, 1 June 2026

2026-06-01T16:04:50Z

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	* <b>Override Global Preference for Work Visit Enter Notes on Logout</b>		* <b>Override Global Preference for Work Visit Enter Notes on Logout</b>
	::Allows you to override the [[TracCloud:_System_Preferences\|global preference]] for asking for notes during work visit logout. Allowing for asking for notes on work visit logout when the global preference is disabled, or vice versa.		::Allows you to override the [[TracCloud:_System_Preferences\|global preference]] for asking for notes during work visit logout. Allowing for asking for notes on work visit logout when the global preference is disabled, or vice versa.<br><br>

			* <b>Label for Custom Tab 1 - 4</b>
			::These allow you to rename the additional [[TracCloud:_Custom_Fields\|custom field]] tabs in visit records.

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
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Redrock at 19:33, 8 May 2026

2026-05-08T19:33:07Z

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	* <b>Allow complete override of appointment start and duration</b>		* <b>Allow complete override of appointment start and duration</b>
	::If checked, it will become possible to manually change an appointment to a different time. You will need to first click the day to override, it will change to red to indicate this. You can then click the start time and end time to modify them. Moving an appointment in this way will ignore profile time restrictions.		::If checked, it will become possible to manually change an appointment to a different time. You will need to first click the day to override, it will change to red to indicate this. You can then click the start time and end time to modify them. Moving an appointment in this way will ignore profile time restrictions.
	::[[File:66236236.png\|400px]] [[File:12236237643.png\|360px]]		::[[File:66236236.png\|400px]] [[File:12236237643.png\|360px]]<br><br>

			* <b>Override Global Preference for Work Visit Enter Notes on Logout</b>
			::Allows you to override the [[TracCloud:_System_Preferences\|global preference]] for asking for notes during work visit logout. Allowing for asking for notes on work visit logout when the global preference is disabled, or vice versa.

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
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Redrock at 23:24, 30 March 2026

2026-03-30T23:24:36Z

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Redrock: Removed protection from "TracCloud: Advanced Preferences"

2026-03-30T22:01:51Z

Removed protection from "TracCloud: Advanced Preferences"

← Older revision	Revision as of 22:01, 30 March 2026
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← Older revision		Revision as of 15:49, 18 June 2026
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	<div class="pageTitle">Advanced (or rarely used) Preferences</div>		<div class="pageTitle">Advanced (or rarely used) Preferences</div>

	~~The <b>Advanced Prefs</b>~~ tab contains rarely used options~~, or~~ options that ~~we recommend against~~ for typical use-cases. <b>~~We recommend leaving~~ these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, ~~we still recommend reaching~~ out to us before ~~making changes~~.		This tab contains rarely used options and options that should generally be left unchanged for typical use cases. <b>It's recommended you leave these preferences blank unless instructed otherwise</b>. While the documentation below explains what each of these preferences do, you should reach out to Redrock support before continuing.

	[[File:1999950.png\|800px]]<br><br>		[[File:1999950.png\|800px]]<br><br>

	* ~~<b>~~Number of Recs Shown per Page~~</b>~~		* '''Number of Recs Shown per Page'''
	::This limits the number of students shown on one page of the Log Listing/Kiosk. Blank is unlimited, any other number will paginate this listing automatically.~~<br><br>~~		: This limits the number of students shown on one page of the Log Listing/Kiosk. Blank is unlimited, any other number will paginate this listing automatically.

	* ~~<b>~~Allow cancellation/deletion of new appointment within x minutes~~</b>~~		* '''Allow cancellation/deletion of new appointment within x minutes'''
	::This option assumes you penalize students who cancel a certain number of appointments via [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|max appointment rules]]. The value entered here acts as a buffer for when cancelled appointments will be deleted instead of set to a cancelled status. For example, if a student books an appointment and cancels 5 minutes later, you may not want to penalize ~~that~~ since the student wasn't holding the appointment for very long. If this preference was set to at least 5 minutes, the appointment would be deleted and would not count against your max appointment rules for that student.		: This option assumes you penalize students who cancel a certain number of appointments via [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|max appointment rules]]. The value entered here acts as a buffer for when cancelled appointments will be ''deleted'' instead of set to a cancelled status. For example, if a student books an appointment and cancels 5 minutes later, you may not want to penalize them since the student wasn't holding the appointment for very long. If this preference was set to at least 5 minutes, the appointment would be deleted and would not count against your max appointment rules for that student.
	::This preference is dangerous as if the value is set to high, it can inadvertently delete appointments that should've been recorded as cancelled.~~<br><br>~~		: This preference is dangerous, as if the value is set to high, it can inadvertently delete appointments that should've been recorded as cancelled.

	* ~~<b>~~Create visit when entering an online session~~</b>~~		* '''Create visit when entering an online session'''
	::If blank or "yes," a visit will be recorded when a student joins an online session through TracCloud. Disabling this means that TracCloud will not automatically record the visit, so it must be recorded manually by a staff member.~~<br><br>~~		: If blank or yes, a visit will be recorded when a student joins an online session through TracCloud. Disabling this means that TracCloud will not automatically record the visit, so it must be recorded manually by a staff member.

	* ~~<b>~~Create visit when marking an appointment as attended~~</b>~~		* '''Create visit when marking an appointment as attended'''
	::If blank or "yes," a visit will be created when marking an appointment as attended~~, assuming a visit doesn't already exist~~. Disabling this means that TracCloud will not create a visit when an appointment is marked as attended, it must be created elsewhere.~~<br><br>~~		: If blank or yes, a visit will be created when marking an appointment as attended. Disabling this means that TracCloud will not create a visit when an appointment is marked as attended, it must be created [[TracCloud:_Attendance_Listing\|elsewhere]].

	* ~~<b>~~Preserve the raw online link as is (for Ical) (no login thru traccloud (default is no)~~</b>~~		* '''Preserve the raw online link as is (for Ical) (no login thru traccloud (default is no)'''
	::The online location in calendar invites from TracCloud will be an online link that automatically marks appointments as attended when the student joins. Setting this option to 'Yes' means that it will instead provide the online URL link directly (e.g., Zoom link). This prevents TracCloud from recording that the student attended, but bypasses the need for the student to login to TracCloud to join.~~<br><br>~~		: The online location in calendar invites from TracCloud will be an online link that automatically marks appointments as attended when the student joins. Setting this option to ''Yes'' means that it will instead provide the online URL link directly (e.g., Zoom link). This prevents TracCloud from recording that the student attended, but bypasses the need for the student to login to TracCloud to join.

	* ~~<b>~~Create visit for manually attended appointment during separate student visit~~</b>~~		* '''Create visit for manually attended appointment during separate student visit'''
	::There are three options for this preference, each determining how TracCloud handles a case where an appointment is marked as attended while the student is already logged into the center. For example, if a student is logged in from 1pm to 4pm and has an appointment in the middle from 2pm to 3pm.		: There are three options for this preference, each determining how TracCloud handles a case where an appointment is marked as attended while the student is already logged into the center. For example, if a student is logged in from 1pm to 4pm and has an appointment in the middle from 2pm to 3pm.
	:~~: • "~~Do not create overlapping visit" - TracCloud will not create an overlapping visit in the above scenario. The student's only visit would be their 1pm to 4pm visit.		:* '''Do not create overlapping visit''' - TracCloud will not create an overlapping visit in the above scenario. The student's only visit would be their 1pm to 4pm visit.
	:~~: • "~~Create overlapping visit (default)" - TracCloud will create an overlapping visit in the above scenario. The student will have a visit from 1pm to 4pm and an additional visit from 2pm to 3pm.		:* '''Create overlapping visit (default)''' - TracCloud will create an overlapping visit in the above scenario. The student will have a visit from 1pm to 4pm and an additional visit from 2pm to 3pm.
	:~~: • "~~Split the current visit, create a new visit" - TracCloud will split the existing visit to fit the new visit in the above scenario. The student will have a 1pm to 2pm visit, a 2pm to 3pm visit linked to their appointment, and a 3pm to 4pm visit.~~<br><br>~~		:* '''Split the current visit, create a new visit''' - TracCloud will split the existing visit to fit the new visit in the above scenario. The student will have a 1pm to 2pm visit, a 2pm to 3pm visit linked to their appointment, and a 3pm to 4pm visit.

	* ~~<b>~~Status for late cancellation~~</b>~~		* '''Status for late cancellation'''
	::If left blank, a late cancellation will be recorded as "CANCEL - MISSED" (or your ~~Profile~~'s version of the "Missed" phrasing). You can use this to change the phrasing of this status entirely, but make sure to include the word "Cancel" somewhere in the status otherwise TracCloud will not send a cancellation email or open the time slot for other students.		: If left blank, a late cancellation will be recorded as "CANCEL - MISSED" (or your profile's version of the "Missed" phrasing). You can use this to change the phrasing of this status entirely, but make sure to include the word "Cancel" somewhere in the status otherwise TracCloud will not send a cancellation email or open the time slot for other students.
	::One valid reason to change this would be your <i>Auto Cancellation from Student Cancellations</i> preference in your email settings, as this will only apply when a status contains both the word "Student" and "Cancel." In this case, you may want to change this preference to something like "Student Cancel - Missed" if these appointments should count towards auto cancellation.~~<br><br>~~		: One valid reason to change this would be your <i>Auto Cancellation from Student Cancellations</i> preference in your email settings, as this will only apply when a status contains both the word "Student" and "Cancel." In this case, you may want to change this preference to something like "Student Cancel - Missed" if these appointments should count towards auto cancellation.

	* ~~<b>~~Override Alarm Trigger~~</b> & <b>~~Override Alarm Duration~~</b>~~		* '''Override Alarm Trigger''' and '''Override Alarm Duration'''
	::These options allow you to set custom alarm timings for calendar clients. The format must be "-PT24H" and "PT15M" for the trigger and duration respectively. If left blank, 24H and 15M will be used.~~<br><br>~~		: These options allow you to set custom alarm timings for calendar clients. The format must be "-PT24H" and "PT15M" for the trigger and duration respectively. If left blank, 24H and 15M will be used.

	* ~~<b>~~Allow complete override of appointment start and duration~~</b>~~		* '''Allow complete override of appointment start and duration'''
	::If checked, it will become possible to manually change an appointment to a different time. You will need to first click the day to override, it will change to red to indicate this. You can then click the start time and end time to modify them. Moving an appointment in this way will ignore profile time restrictions.		: If checked, it will become possible to manually change an appointment to a different time. You will need to first click the day to override, it will change to red to indicate this. You can then click the start time and end time to modify them. Moving an appointment in this way will ignore profile time restrictions.
	::[[File:66236236.png\|400px]] [[File:12236237643.png\|360px]]~~<br><br>~~		: [[File:66236236.png\|400px]] [[File:12236237643.png\|360px]]

	* ~~<b>~~Override Global Preference for Work Visit Enter Notes on Logout~~</b>~~		* '''Override Global Preference for Work Visit Enter Notes on Logout'''
	::Allows you to override the [[TracCloud:_System_Preferences\|global preference]] for asking for notes during work visit logout. Allowing for asking for notes on work visit logout when the global preference is disabled, or vice versa.~~<br><br>~~		: Allows you to override the [[TracCloud:_System_Preferences\|global preference]] for asking for notes during work visit logout. Allowing for asking for notes on work visit logout when the global preference is disabled, or vice versa.

	* ~~<b>~~Label for Custom Tab 1 - 4~~</b>~~		* '''Label for Custom Tab 1 - 4'''
	::These allow you to rename the additional [[TracCloud:_Custom_Fields\|custom field]] tabs in visit records.		: These allow you to rename the additional [[TracCloud:_Custom_Fields\|custom field]] tabs in visit records.

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]