TracCloud: Reasons - Revision history

Redrock at 16:57, 17 June 2026

2026-06-17T16:57:50Z

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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
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	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
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	* [[TracCloudGuideProfileStaff\|Staff & Consultants]] - Assigning reason specialties to staff.		* [[TracCloudGuideProfileStaff\|Staff & Consultants]] - Assigning reason specialties to staff.

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Redrock at 20:55, 12 June 2026

2026-06-12T20:55:36Z

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	Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as "Counseling," "Study Plan Help," or "Exam." This would let the consultants know what the student needs help with, provide preparation details and information as needed, and gives your staff additional information for reports. Reasons can be managed by going to Other ➜ Other Options ➜ Profiles ➜ [Your Profile] ➜ Reasons.		Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as "Counseling," "Study Plan Help," or "Exam." This would let the consultants know what the student needs help with, provide preparation details and information as needed, and gives your staff additional information for reports. Reasons can be managed by going to Other ➜ Other Options ➜ Profiles ➜ [Your Profile] ➜ Reasons.
	~~<br><br>~~
	[[File:8651363.png\|800px]]		[[File:8651363.png\|800px]]<br><br>
	<br><br>
	The hamburger icon {{#fas:bars}} contains several management options, detailed below.		The hamburger icon {{#fas:bars}} contains several management options, detailed below.
	~~<br>~~
	[[File:73u46j4kj466jhe535gs5.png\|400px]]		[[File:73u46j4kj466jhe535gs5.png\|400px]]<br><br>
	<br><br>
	* <b>Show Activated</b>		* <b>Show Activated</b>
	::This will display globally activated reasons (left-side checkbox).~~<br><br>~~		::This will display globally activated reasons (left-side checkbox).

	* <b>Activate/Deactivate Found Records</b>		* <b>Activate/Deactivate Found Records</b>
	::Activate/Deactivate reasons in bulk, based on your last search result.~~<br><br>~~		::Activate/Deactivate reasons in bulk, based on your last search result.

	* <b>New Reason</b>		* <b>New Reason</b>
	::Create a new reason.~~<br><br>~~		::Create a new reason.

	* <b>Add Multiple Reasons</b>		* <b>Add Multiple Reasons</b>
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	::[[File:4u36j4336khj35.png\|400px]]		::[[File:4u36j4336khj35.png\|400px]]

	~~<hr>~~		===Creating Reasons===
	==Creating Reasons==
	Click on the hamburger button, then select “New Reason” to be brought to the Reason creation menu.		Click on the hamburger button, then select “New Reason” to be brought to the Reason creation menu.
	~~<br><br>~~
	[[File:2503632.png\|800px]]		[[File:2503632.png\|800px]]<br><br>
	<br><br>

	* <b>Profile</b>		* <b>Profile</b>
	::By default, the profile we started creating this reason in will be selected. However, you can change this value or even choose "Available for All Profiles." Keep in mind that "All Profile" reasons can only be created and edited by [[TracCloud:_Staff_User_Level\|SysAdmin or Super Admin]] accounts.~~<br><br>~~		::By default, the profile we started creating this reason in will be selected. However, you can change this value or even choose "Available for All Profiles." Keep in mind that "All Profile" reasons can only be created and edited by [[TracCloud:_Staff_User_Level\|SysAdmin or Super Admin]] accounts.

	* <b>Reason</b>		* <b>Reason</b>
	::The name of the reason, this will be what’s selected by students or staff during [[TracCloud:_Schedule_Management\|appointment scheduling]] and [[TracCloudGuideBasicsVisits\|kiosk logins]].~~<br><br>~~		::The name of the reason, this will be what’s selected by students or staff during [[TracCloud:_Schedule_Management\|appointment scheduling]] and [[TracCloudGuideBasicsVisits\|kiosk logins]].

	* <b>Category</b>		* <b>Category</b>
	::The category this reason is assigned to. More information on this can be found further into this article.~~<br><br>~~		::The category this reason is assigned to. More information on this can be found further into this article.

	* <b>Sort Code</b>		* <b>Sort Code</b>
	::Manually specify how your reasons are sorted during login or appointment search. This can be numeric, or you can simply paste your reason name to sort alphabetically.~~<br><br>~~		::Manually specify how your reasons are sorted during login or appointment search. This can be numeric, or you can simply paste your reason name to sort alphabetically.

	* <b>Log Out Method</b> & <b>Visit Time</b>		* <b>Log Out Method</b> & <b>Visit Time</b>
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	::* <b>Auto Logout Immediately</b> will log the student out immediately after they’re logged in and create a visit record of the length specified in Visit Time.		::* <b>Auto Logout Immediately</b> will log the student out immediately after they’re logged in and create a visit record of the length specified in Visit Time.
	::* <b>Notify Time Expired</b>, which will send out an email based on the checkboxes used when the time limit is reached. The contents of this email will be determined by your [[TracCloudGuideProfilePrefsEmails\|'Visit Duration Notification' email in your Profile Prefs.]]		::* <b>Notify Time Expired</b>, which will send out an email based on the checkboxes used when the time limit is reached. The contents of this email will be determined by your [[TracCloudGuideProfilePrefsEmails\|'Visit Duration Notification' email in your Profile Prefs.]]
	::[[File:4556u5rn5uh5r.png\|600px]]~~<br><br>~~		::[[File:4556u5rn5uh5r.png\|600px]]

	* <b>Inactive</b>		* <b>Inactive</b>
	::We never recommend deleting records in TracCloud, as this removes them from reports and related records. In the event that you are no longer utilizing a reason, you’ll want to check the Inactive box instead of deleting it to keep the records available and accurate.~~<br><br>~~		::We never recommend deleting records in TracCloud, as this removes them from reports and related records. In the event that you are no longer utilizing a reason, you’ll want to check the Inactive box instead of deleting it to keep the records available and accurate.

	* <b>Work Reason</b>		* <b>Work Reason</b>
	::Work reasons allow consultants to login to TracCloud and track their work hours. This data will then be available to users with appropriate permissions via payroll reports. For more information on payroll tracking in general, [[TracCloud:_Payroll\|click here.]]~~<br><br>~~		::Work reasons allow consultants to login to TracCloud and track their work hours. This data will then be available to users with appropriate permissions via payroll reports. For more information on payroll tracking in general, [[TracCloud:_Payroll\|click here.]]

	* <b>Ignore Section Specialties when Searching Availabilities with this Reason</b>		* <b>Ignore Section Specialties when Searching Availabilities with this Reason</b>
	::This functions similarly to the 'Ignore Specialties' options in [[TracCloudGuideProfileCenters\|Centers]]. If a student is searching for availabilities and selects a Reason with this checkbox enabled, they will see all consultants assigned to this Reason regardless of subject chosen. Typically used for Writing or Coaching-related Reasons.~~<br><br>~~		::This functions similarly to the 'Ignore Specialties' options in [[TracCloudGuideProfileCenters\|Centers]]. If a student is searching for availabilities and selects a Reason with this checkbox enabled, they will see all consultants assigned to this Reason regardless of subject chosen. Typically used for Writing or Coaching-related Reasons.

	* <b>Do NOT SHOW for Students (staff only)</b>		* <b>Do NOT SHOW for Students (staff only)</b>
	::If checked, this Reason will only appear for staff who are booking appointments on behalf of students. Students themselves will not see this Reason.~~<br><br>~~		::If checked, this Reason will only appear for staff who are booking appointments on behalf of students. Students themselves will not see this Reason.

	* <b>Do NOT SHOW for Appointments		* <b>Do NOT SHOW for Appointments</b>, <b>KIOSKS</b>, and <b>Batch Visits</b>
	* Do NOT SHOW for KIOSKS		::Don’t show this reason under these circumstances or features.
	* Do NOT SHOW for Batch Visits</b>
	::Don’t show this reason under these ~~specific~~ circumstances.<br><br>		===Assigning Reasons to Centers===

			There are two ways to assign reasons to your centers, the first is directly from this tab in your profile. The checkbox button on the right side allows you to activate/deactivate reasons for the center selected in the top-left corner or display all activated reasons for the selected center. This can also be used with “All centers” selected, allowing you to quickly add or remove a reason from all of your centers.

			[[File:785kj4hg3jk75.png\|800px]]<br><br>

			Reasons can also be assigned from your Center directly. From your Profile, click on the Centers tab followed by the Center you want to update. The very last option on this page is 'Active Reasons,' allowing you to add or Remove reasons for this specific Center.

	~~<hr>~~
	~~==Assigning Reasons to Centers==~~
	There are two ways to assign Reasons to your Centers, first is directly from this tab in your Profile. The checkbox button on the right-side allows you to activate/deactivate reasons for the center selected in the top-left corner, or display all activated reasons for the selected center. This can also be used with “All centers” selected, allowing you to quickly add or remove a reason from all of your centers.
	~~[[File:785kj4hg3jk75.png\|800px]]~~
	~~<br><br>~~
	Reasons can also be assigned from your Center directly. From your Profile, click on the Centers tab followed by the Center you want to update. The very last option on this page is 'Active Reasons,' allowing you to add or Remove reasons for this specific Center.<br>
	[[File:6009469.png\|800px]]		[[File:6009469.png\|800px]]

	~~<hr>~~		===Reason Categories===
	==Reason Categories==

	Categories allow you to group different reasons together. If you have several reasons available, it can be beneficial to group them into categories that staff and students can select when booking appointments.		Categories allow you to group different reasons together. If you have several reasons available, it can be beneficial to group them into categories that staff and students can select when booking appointments.

	These Categories will appear followed by “…”, which when clicked will prompt you to choose a Reason within the category.		These Categories will appear followed by “…”, which when clicked will prompt you to choose a Reason within the category.
	~~<br><br>~~
	[[File:5757k57k5l5l5.png\|450px]][[File:Yh65j57k5k57k463.png\|358px]]		[[File:5757k57k5l5l5.png\|450px]][[File:Yh65j57k5k57k463.png\|358px]]<br><br>
	<br><br>
	As an example, a ~~“Placement Assessment”~~ category that contains different assessment reasons for each course. A “Note-Taker” category, “Make-Up,” etc. If you have multiple reasons that would be better grouped together, putting them in the same category allows for improved organization and an easier appointment booking process for staff and students.		As an example, a "Placement Assessment" category that contains different assessment reasons for each course. A “Note-Taker” category, “Make-Up,” etc. If you have multiple reasons that would be better grouped together, putting them in the same category allows for improved organization and an easier appointment booking process for staff and students.

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

Redrock at 22:24, 11 June 2026

2026-06-11T22:24:22Z

← Older revision		Revision as of 22:24, 11 June 2026
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	<div class="pageTitle">Reasons</div>		<div class="pageTitle">Reasons</div>

	Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as ~~“Counseling~~,~~” “Study~~ Plan Help,” or ~~“Exam~~.” This would let the consultants know what the student needs help with, provide preparation details and information as needed, and gives your staff additional information for reports. Reasons can be managed by going to ~~<i>~~Other > Other Options > Profiles > [Your Profile] > Reasons~~</i>~~.		Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as "Counseling," "Study Plan Help," or "Exam." This would let the consultants know what the student needs help with, provide preparation details and information as needed, and gives your staff additional information for reports. Reasons can be managed by going to Other ➜ Other Options ➜ Profiles ➜ [Your Profile] ➜ Reasons.
	<br><br>		<br><br>
	[[File:8651363.png\|800px]]		[[File:8651363.png\|800px]]

Redrock at 23:23, 30 March 2026

2026-03-30T23:23:33Z

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Redrock: Removed protection from "TracCloud: Reasons"

2026-03-30T22:00:08Z

Removed protection from "TracCloud: Reasons"

← Older revision	Revision as of 22:00, 30 March 2026
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Redrock at 18:02, 23 February 2026

2026-02-23T18:02:07Z

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	* <b>Profile</b>		* <b>Profile</b>
	::By default, the profile we started creating this reason in will be selected, ~~however, we~~ can change this value or even choose ~~“Available~~ for All Profiles.”<br><br>		::By default, the profile we started creating this reason in will be selected. However, you can change this value or even choose "Available for All Profiles." Keep in mind that "All Profile" reasons can only be created and edited by [[TracCloud:_Staff_User_Level\|SysAdmin or Super Admin]] accounts.<br><br>

	* <b>Reason</b>		* <b>Reason</b>

Redrock at 16:33, 29 July 2025

2025-07-29T16:33:53Z

← Older revision		Revision as of 16:33, 29 July 2025
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	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
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	<~~big><b~~>Reasons</~~b></big><br~~>		<div class="pageTitle">Reasons</div>

	Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as “Counseling,” “Study Plan Help,” or “Exam.” This would let the consultants know what the student needs help with, provide preparation details and information as needed, and gives your staff additional information for reports. Reasons can be managed by going to <i>Other > Other Options > Profiles > [Your Profile] > Reasons</i>.		Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as “Counseling,” “Study Plan Help,” or “Exam.” This would let the consultants know what the student needs help with, provide preparation details and information as needed, and gives your staff additional information for reports. Reasons can be managed by going to <i>Other > Other Options > Profiles > [Your Profile] > Reasons</i>.
	<br><br>		<br><br>

Redrock at 18:53, 25 November 2024

2024-11-25T18:53:50Z

← Older revision		Revision as of 18:53, 25 November 2024
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	As an example, a “Placement Assessment” category that contains different assessment reasons for each course. A “Note-Taker” category, “Make-Up,” etc. If you have multiple reasons that would be better grouped together, putting them in the same category allows for improved organization and an easier appointment booking process for staff and students.		As an example, a “Placement Assessment” category that contains different assessment reasons for each course. A “Note-Taker” category, “Make-Up,” etc. If you have multiple reasons that would be better grouped together, putting them in the same category allows for improved organization and an easier appointment booking process for staff and students.

	[[Category:TracCloud]]		[[Category:TracCloud Manual]]
	<hr>		<hr>
	<i>See Also</i>		<i>See Also</i>

Redrock: Redrock moved page TracCloudGuideProfileReasons to TracCloud: Reasons

2024-11-25T16:06:27Z

Redrock moved page TracCloud: Reasons to TracCloud: Reasons

← Older revision	Revision as of 16:06, 25 November 2024
(No difference)

Redrock at 22:40, 22 November 2024

2024-11-22T22:40:43Z

← Older revision		Revision as of 22:40, 22 November 2024
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	* <b>Work Reason</b>		* <b>Work Reason</b>
	::Work reasons allow consultants to login to TracCloud and track their work hours. This data will then be available to users with appropriate permissions via payroll reports. For more information on payroll tracking in general, [[~~TracCloudGuideBasicsPayroll~~\|click here.]]<br><br>		::Work reasons allow consultants to login to TracCloud and track their work hours. This data will then be available to users with appropriate permissions via payroll reports. For more information on payroll tracking in general, [[TracCloud:_Payroll\|click here.]]<br><br>

	* <b>Ignore Section Specialties when Searching Availabilities with this Reason</b>		* <b>Ignore Section Specialties when Searching Availabilities with this Reason</b>