TracCloud: Confirm Bio - Revision history

Redrock at 15:27, 24 June 2026

2026-06-24T15:27:32Z

← Older revision		Revision as of 15:27, 24 June 2026
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	* '''Allow Edit Course List Specialties'''		* '''Allow Edit Course List Specialties'''
	::Provides consultants the ability to edit their linked [[TracCloud:_Course_Lists\|Course List]]. This also requires their [[TracCloudGuideProfileGroups\|permission group]] to have the ability to edit course list records. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to have this ability] ➜ Admin / Modules ➜ Table Access ➜ Add <i>Course Lists</i>, then change the access level to <i>Edit (No Listing)</i>. This will allow them to edit course lists if linked to them (i.e., from confirm bio) but will not give them the ability to browse and edit all course lists.		: Provides consultants the ability to edit their linked [[TracCloud:_Course_Lists\|Course List]]. This also requires their [[TracCloudGuideProfileGroups\|permission group]] to have the ability to edit course list records. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to have this ability] ➜ Admin / Modules ➜ Table Access ➜ Add <i>Course Lists</i>, then change the access level to <i>Edit (No Listing)</i>. This will allow them to edit course lists if linked to them (i.e., from confirm bio) but will not give them the ability to browse and edit all course lists.

	* '''Allow Edit Reason Specialties'''		* '''Allow Edit Reason Specialties'''

Redrock at 15:27, 24 June 2026

2026-06-24T15:27:01Z

← Older revision		Revision as of 15:27, 24 June 2026
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	==Staff Confirm Bio Settings==		==Staff Confirm Bio Settings==

	~~The staff side of these settings starts off similarly with our activation rules~~.		<div class='scrollImage'>
			[[File:3085489.png\|800px]]
			</div>

	~~[[File~~:~~3085489~~.~~png\|800px]]<br><br>~~		* '''Confirm Staff Bio Activation'''
			: Toggles this functionality on or off.

	* ~~<b>Confirm~~ Staff ~~Bio Activation</b>~~		* '''Reset Staff Confirmations on date''' and '''Next Date Time for Reset'''
	:~~:Toggles this functionality~~ on or ~~off~~.~~<br><br>~~		: Provides the option to reset confirmations on a specific date (or the term start date), prompting staff members to confirm their bio once again.

	* ~~<b>~~Reset Staff Confirmations ~~on date</b>~~ and ~~<b>Next Date Time for~~ Reset~~</b>~~		* '''Reset Staff Confirmations after days''' and '''Reset after ___ days'''
	::Provides the option to reset confirmations on a ~~specific date, prompting staff members to confirm their bio once again~~.~~<br><br>~~		: Provides the option to automatically reset confirmations after a certain number of days.

	* ~~<b>Reset Staff Confirmations after days</b> and <b>Reset after ___ days</b>~~		* '''Confirm Bio Instructions'''
	:~~:Provides~~ the ~~option to automatically reset confirmations after a certain number~~ of ~~days~~.~~<br><br>~~		: This message appears at the top of the Confirm Bio prompt, typically instructions for this process.

	* <b>~~Confirm Bio Instructions~~</b>		* '''Chosen Fields to Display to Staff'''
	::~~This message appears at~~ the ~~top of~~ the ~~Confirm Bio prompt, typically instructions for this process~~.<br><br>		: These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:
			: <span style="color:green">Editable</span> - This field can be edited by staff, but if this field is imported, it will override the contents of this field.
			: <span style="color:#3f3ffc">Editable - Prevent Override</span> - Allows editing like above, but the import process will not override the data saved here.
			: <span style="color:grey">View Only</span> - The staff member can view the current contents of this field within Confirm Bio, but the field cannot be modified.

	~~[[File~~:~~4540105~~.~~png\|800px]]~~		* '''Ask Staff to Type Initials when confirming'''
	~~<br><br>~~		: Staff will be prompted to enter their initials before continuing, as a form of e-signature.

	* ~~<b>Chosen Fields to Display to Staff</b>~~		* '''Allow Edit Course List Specialties'''
	::~~These are~~ the ~~editable fields within~~ the ~~Confirm Bio prompt~~. ~~Each field can be assigned a status:<br>~~ <~~span style="color:green"~~>~~Editable~~</~~span~~> ~~- This field can be edited by staff, but if this field is imported~~, ~~it will override~~ the ~~contents of this field.~~<br> ~~<span style="color:#3f3ffc">Editable - Prevent Override~~</~~span~~> ~~- Allows editing like above~~, but ~~the import process~~ will not ~~override~~ the ~~data saved here~~.~~<br> <span style="color:grey">View Only</span> - The staff member can view the current contents of this field within Confirm Bio, but the field cannot be modified.<br><br>~~		::Provides consultants the ability to edit their linked [[TracCloud:_Course_Lists\|Course List]]. This also requires their [[TracCloudGuideProfileGroups\|permission group]] to have the ability to edit course list records. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to have this ability] ➜ Admin / Modules ➜ Table Access ➜ Add <i>Course Lists</i>, then change the access level to <i>Edit (No Listing)</i>. This will allow them to edit course lists if linked to them (i.e., from confirm bio) but will not give them the ability to browse and edit all course lists.

	* ~~<b>Ask Staff to Type Initials when confirming</b>~~		* '''Allow Edit Reason Specialties'''
	:~~:Staff will be prompted~~ to ~~enter~~ their ~~initials before continuing, as a form of e-signature~~.~~<br><br>~~		: Provides consultants the ability to edit their own [[TracCloudGuideProfileReasons\|reason]] specialties.

	* ~~<b>~~Allow Edit ~~Course List Specialties</b>~~		* '''Allow Edit Personal BIO Text'''
	::Provides consultants the ability to edit their ~~linked [[TracCloud:_Course_Lists\|Course List]]~~. This ~~also requires their [[TracCloudGuideProfileGroups\|permission group]] to have~~ the ~~ability to edit course list records. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to have this ability] ➜ Admin / Modules ➜ Table Access ➜ Add~~ <i>~~Course Lists~~</i>~~, then change the access level to <i>Edit (No Listing)</i>. This will allow them to edit course lists if linked to them (i.e~~.~~, from confirm bio) but will not give them the ability to browse and edit all course lists.<br><br>~~		: Provides consultants the ability to edit their own staff bio. This is ties into the <i>Show Staff BIO on Search Availability</i> setting.

	* ~~<b>~~Allow ~~Edit Reason Specialties</b>~~		* '''Allow Upload Photo'''
	::Provides consultants the ability to ~~edit~~ their ~~own~~ [[~~TracCloudGuideProfileReasons~~\|~~Reason~~]] ~~Specialties~~.~~<br><br>~~		: Provides consultants the ability to upload a photo to their [[TracCloudGuideProfileStaff\|staff record]].

	* ~~<b>~~Allow Edit ~~Personal BIO Text<~~/b>		* '''Allow Edit Special Needs / Accommodations'''
	::Provides consultants the ability to edit their own ~~Staff Bio. This is ties into the <i>Show Staff BIO on Search Availability<~~/~~i> setting~~.~~<br><br>~~		: Provides consultants the ability to edit their own [[TracCloud:_Special_Needs,_Skills,_and_Accommodations\|skills / accommodations]].

	* ~~<b>Allow Upload Photo</b>~~		* '''Title of Edit BIO button'''
	:~~:Provides consultants~~ the ~~ability to upload a photo to their [[TracCloudGuideProfileStaff\|~~staff ~~record]]~~.~~<br><br>~~		: Allows you to change the label name of the Confirm Bio button on the staff dashboard.

	* ~~<b>Allow Edit Special Needs / Accommodations</b>~~		* '''Title of Confirmation Button'''
	~~::Provides consultants the ability to edit their own skills / accommodations. [https://wiki.go-redrock.com/index.php/TracCloudGuideGlobalSkills More information.]<br><br>~~		: This determines the name of the submit button. E.g., "Save," "I agree," "Submit," etc.

	* <b>Title of Edit BIO button</b>
	~~::Allows you to change the label name of the Confirm Bio button on the staff dashboard.<br><br>~~

	* <b>Title of Confirmation Button~~</b>~~
	::This determines the name of the submit button. E.g., "Save," "I agree," "Submit," etc.~~<br><br>~~

	~~[[File:4371439.png\|800px]]<br><br>~~

	* '''Chosen Fields to Auto Update Staff Data'''		* '''Chosen Fields to Auto Update Staff Data'''

Redrock at 23:54, 23 June 2026

2026-06-23T23:54:56Z

Show changes

Redrock at 17:27, 17 June 2026

2026-06-17T17:27:03Z

← Older revision		Revision as of 17:27, 17 June 2026
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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
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	{{TracCloudGuideGlobalTOC}}		{{TracCloudGuideGlobalTOC}}
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	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	~~</div>~~

Redrock at 22:56, 12 June 2026

2026-06-12T22:56:33Z

← Older revision		Revision as of 22:56, 12 June 2026
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	* <b>Allow Edit Course List Specialties</b>		* <b>Allow Edit Course List Specialties</b>
	::Provides consultants the ability to edit their linked [[TracCloud:_Course_Lists\|Course List]]. This also requires their [[TracCloudGuideProfileGroups\|permission group]] to have the ability to edit course list records. Go to ~~<i>~~Other > Other Options > Groups > [~~the~~ group you want to have this ability] > Admin / Modules</i>, ~~under 'Table Access' add 'Course Lists' and~~ change the access level to <i>Edit (No Listing)</i>. This will allow them to edit course lists if linked to them (i.e., from confirm bio) but will not give them the ability to browse and edit all course lists.<br><br>		::Provides consultants the ability to edit their linked [[TracCloud:_Course_Lists\|Course List]]. This also requires their [[TracCloudGuideProfileGroups\|permission group]] to have the ability to edit course list records. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to have this ability] ➜ Admin / Modules ➜ Table Access ➜ Add <i>Course Lists</i>, then change the access level to <i>Edit (No Listing)</i>. This will allow them to edit course lists if linked to them (i.e., from confirm bio) but will not give them the ability to browse and edit all course lists.<br><br>

	* <b>Allow Edit Reason Specialties</b>		* <b>Allow Edit Reason Specialties</b>

Redrock at 19:14, 16 April 2026

2026-04-16T19:14:26Z

← Older revision		Revision as of 19:14, 16 April 2026
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	* <b>Chosen Fields to Display to Student</b>		* <b>Chosen Fields to Display to Student</b>
	::These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:<br> <span style="color:green">Editable</span> - This field can be edited by students, but if this field is imported, the import will override the contents of this field.<br> <span style="color:~~blue~~">Editable - Prevent Override</span> - Allows editing like above, but the import process will not override the data saved here. Once the bio confirmed checkbox has been checked, no further changes will be made to this field by the import process.<br> <span style="color:grey">View Only</span> - The student can view the current contents of this field within Confirm Bio, but the field cannot be modified.<br><br>		::These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:<br> <span style="color:green">Editable</span> - This field can be edited by students, but if this field is imported, the import will override the contents of this field.<br> <span style="color:#3f3ffc">Editable - Prevent Override</span> - Allows editing like above, but the import process will not override the data saved here. Once the bio confirmed checkbox has been checked, no further changes will be made to this field by the import process.<br> <span style="color:grey">View Only</span> - The student can view the current contents of this field within Confirm Bio, but the field cannot be modified.<br><br>

	* <b>Allow Upload Photo</b>		* <b>Allow Upload Photo</b>
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	* <b>Chosen Fields to Display to Staff</b>		* <b>Chosen Fields to Display to Staff</b>
	::These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:<br> <span style="color:green">Editable</span> - This field can be edited by staff, but if this field is imported, it will override the contents of this field.<br> <span style="color:~~blue~~">Editable - Prevent Override</span> - Allows editing like above, but the import process will not override the data saved here.<br> <span style="color:grey">View Only</span> - The staff member can view the current contents of this field within Confirm Bio, but the field cannot be modified.<br><br>		::These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:<br> <span style="color:green">Editable</span> - This field can be edited by staff, but if this field is imported, it will override the contents of this field.<br> <span style="color:#3f3ffc">Editable - Prevent Override</span> - Allows editing like above, but the import process will not override the data saved here.<br> <span style="color:grey">View Only</span> - The staff member can view the current contents of this field within Confirm Bio, but the field cannot be modified.<br><br>

	* <b>Ask Staff to Type Initials when confirming</b>		* <b>Ask Staff to Type Initials when confirming</b>

Redrock at 20:14, 31 March 2026

2026-03-31T20:14:27Z

← Older revision		Revision as of 20:14, 31 March 2026
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	Each student and staff member has a checkbox in their profile that represents whether or not they have completed the confirm bio prompt. This checkbox can be reset manually or automatically to ensure that users have the most up to date information in their profile, even if the information differs from what is found in your import file. Students and staff can also manually edit their bio at any time via a widget on their dashboard.		Each student and staff member has a checkbox in their profile that represents whether or not they have completed the confirm bio prompt. This checkbox can be reset manually or automatically to ensure that users have the most up to date information in their profile, even if the information differs from what is found in your import file. Students and staff can also manually edit their bio at any time via a widget on their dashboard.

	<~~div class="line"></div~~>		<hr>
	==Student Confirm Bio Settings==		==Student Confirm Bio Settings==

Redrock at 23:28, 30 March 2026

2026-03-30T23:28:05Z

← Older revision		Revision as of 23:28, 30 March 2026
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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
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	{{TracCloudGuideGlobalTOC}}		{{TracCloudGuideGlobalTOC}}
	</div>		</div>

Redrock: Removed protection from "TracCloud: Confirm Bio"

2026-03-30T22:02:16Z

Removed protection from "TracCloud: Confirm Bio"

← Older revision	Revision as of 22:02, 30 March 2026
(No difference)

Redrock at 23:46, 23 September 2025

2025-09-23T23:46:21Z

← Older revision		Revision as of 23:46, 23 September 2025
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	* <b>Reset Student Confirmations on date</b> and <b>Next Date Time for Reset</b>		* <b>Reset Student Confirmations on date</b> and <b>Next Date Time for Reset</b>
	::Provides the option to reset confirmations on a specific date, prompting students to confirm their bio once again. The confirm bio reset process happens at 1am.<br><br>		::Provides the option to reset confirmations on a specific date, prompting students to confirm their bio once again. The confirm bio reset process happens at 1am. You can also prompt the student to confirm their bio regardless of the last time they confirmed by having them navigate to the following URL (replace the domain and campus code with your own instance): https://traccloud.go-redrock.com/demo/trac/entryinc.php?tbl=main&form=dashboard&orl=&srl=&confirmBIO=true<br><br>

	* <b>Reset Student Confirmations after days</b> and <b>Reset after ___ days</b>		* <b>Reset Student Confirmations after days</b> and <b>Reset after ___ days</b>