TracCloud: Recording Visits - Revision history

Redrock at 18:40, 7 April 2026

2026-04-07T18:40:03Z

Redrock at 23:19, 30 March 2026

2026-03-30T23:19:45Z

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Redrock: Removed protection from "TracCloud: Recording Visits"

2026-03-30T21:48:53Z

Removed protection from "TracCloud: Recording Visits"

← Older revision	Revision as of 21:48, 30 March 2026
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Redrock at 16:34, 29 July 2025

2025-07-29T16:34:11Z

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	{{TracCloudGuideBasicsTOC}}		{{TracCloudGuideBasicsTOC}}
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	<~~big~~>~~<b>~~		<div class="pageTitle">Recording Visits</div>
	==Recording Visits==
	~~</b>~~</~~big~~>

	Student [[TracCloud:_Attendance_Listing\|Visits]] allow you to record when your students met with consultants. There are several options available for creating these visits, including real-time options like the <b>Log Listing</b> or <b>Kiosk</b>, used by staff and students respectively. <b>Quick Visits</b> can be used to create visits from scratch, and <b>Batch Visits</b> provides several tools for recording visits in bulk. There are even automated options for online appointments or when a staff mark appointments as attended manually.<br><br>		Student [[TracCloud:_Attendance_Listing\|Visits]] allow you to record when your students met with consultants. There are several options available for creating these visits, including real-time options like the <b>Log Listing</b> or <b>Kiosk</b>, used by staff and students respectively. <b>Quick Visits</b> can be used to create visits from scratch, and <b>Batch Visits</b> provides several tools for recording visits in bulk. There are even automated options for online appointments or when a staff mark appointments as attended manually.<br><br>

Redrock at 22:24, 25 March 2025

2025-03-25T22:24:38Z

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	* [[TracCloudQ2\|Q2]]		* [[TracCloudQ2\|Q2 Study Tables]]


	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
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Redrock at 18:50, 25 November 2024

2024-11-25T18:50:23Z

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	[[Category:TracCloud]]		[[Category:TracCloud Manual]]
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Redrock: Redrock moved page TracCloudGuideBasicsVisits to TracCloud: Recording Visits

2024-11-25T18:11:11Z

Redrock moved page TracCloud: Recording Visits to TracCloud: Recording Visits

← Older revision	Revision as of 18:11, 25 November 2024
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Redrock at 22:55, 18 November 2024

2024-11-18T22:55:16Z

← Older revision		Revision as of 22:55, 18 November 2024
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	</b></big>		</b></big>

	Student [[~~TracCloudGuideListingsVisits~~\|Visits]] allow you to record when your students met with consultants. There are several options available for creating these visits, including real-time options like the <b>Log Listing</b> or <b>Kiosk</b>, used by staff and students respectively. <b>Quick Visits</b> can be used to create visits from scratch, and <b>Batch Visits</b> provides several tools for recording visits in bulk. There are even automated options for online appointments or when a staff mark appointments as attended manually.<br><br>		Student [[TracCloud:_Attendance_Listing\|Visits]] allow you to record when your students met with consultants. There are several options available for creating these visits, including real-time options like the <b>Log Listing</b> or <b>Kiosk</b>, used by staff and students respectively. <b>Quick Visits</b> can be used to create visits from scratch, and <b>Batch Visits</b> provides several tools for recording visits in bulk. There are even automated options for online appointments or when a staff mark appointments as attended manually.<br><br>

	This article will be going over the different options available and how you can utilize them for your system. This portion of our guide will not be covering work visits, for more information on those, [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)\|take a look at our payroll tracking article.]]		This article will be going over the different options available and how you can utilize them for your system. This portion of our guide will not be covering work visits, for more information on those, [[TracCloudGuideBasicsPayroll#6._Work_Visits_(If_Pay_Basis_is_Work_Time)\|take a look at our payroll tracking article.]]
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	[[File:4020146.png\|400px]] [[File:6320239.png\|400px]]<br><br>		[[File:4020146.png\|400px]] [[File:6320239.png\|400px]]<br><br>

	After a visit has been concluded, it will be removed from the log listing and kiosk, and you will be able to find it in the student's history or on the [[~~TracCloudGuideListingsVisits~~\|attendance listing.]]		After a visit has been concluded, it will be removed from the log listing and kiosk, and you will be able to find it in the student's history or on the [[TracCloud:_Attendance_Listing\|attendance listing.]]
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	[[File:4020146.png\|400px]] [[File:6320239.png\|400px]]<br><br>		[[File:4020146.png\|400px]] [[File:6320239.png\|400px]]<br><br>

	After a visit has been concluded, it will be removed from the log listing and kiosk, and you will be able to find it in the student's history or on the [[~~TracCloudGuideListingsVisits~~\|attendance listing.]]		After a visit has been concluded, it will be removed from the log listing and kiosk, and you will be able to find it in the student's history or on the [[TracCloud:_Attendance_Listing\|attendance listing.]]
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	In addition to the <i>Quick Visit</i> option under the <i>Attendance</i> menu, you can also create quick visits from a couple other locations. These all operate the same way, but may be easier to access depending on where you are in the system.<br>		In addition to the <i>Quick Visit</i> option under the <i>Attendance</i> menu, you can also create quick visits from a couple other locations. These all operate the same way, but may be easier to access depending on where you are in the system.<br>

	From the [[~~TracCloudGuideListingsVisits~~\|Attendance Listing]], you can find a "New Visit" button within the hamburger menu {{#fas:bars}}, and from student records you can find "Create Visit" as the very first option under the "Actions" menu. The latter option will even automatically select the student in the new visit that you create.<br>		From the [[TracCloud:_Attendance_Listing\|Attendance Listing]], you can find a "New Visit" button within the hamburger menu {{#fas:bars}}, and from student records you can find "Create Visit" as the very first option under the "Actions" menu. The latter option will even automatically select the student in the new visit that you create.<br>

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	<i>See Also</i>		<i>See Also</i>

	* [[~~TracCloudGuideListingsVisits~~\|Attendance/Visits Listing]]		* [[TracCloud:_Attendance_Listing\|Attendance/Visits Listing]]

	* [[TracCloudGuideProfilePrefsLogInOut\|Log In/Out Preferences]]		* [[TracCloudGuideProfilePrefsLogInOut\|Log In/Out Preferences]]

Redrock at 17:54, 15 November 2024

2024-11-15T17:54:35Z

← Older revision		Revision as of 17:54, 15 November 2024
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			<hr>
			<!-------------------------------------------- Workshops -------------------------------------------->
			<big><b>Workshops</b> / Workshop enrollment and attendance tracking</big> <div style="float:right">[[TracCloud:_Workshops\|Workshops Article {{#fas:arrow-up-right-from-square}}]]</div>
	<hr>		<hr>
	<!-------------------------------------------- Drop-in ad-hoc-------------------------------------------->		<!-------------------------------------------- Drop-in ad-hoc-------------------------------------------->

Redrock at 15:38, 12 November 2024

2024-11-12T15:38:14Z

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	::* <b>Log Listing for [Profile]</b>		::* <b>Log Listing for [Profile]</b>
	:::This option operates similarly to standard center kiosks/log listings, except it includes all centers that your [[~~TracCloudGuideProfileGroups~~\|permission group]] has access to. When logging a student in on this type of log listing, the first question you will be asked is what center you want to log the student into.<br><br>		:::This option operates similarly to standard center kiosks/log listings, except it includes all centers that your [[TracCloud:_Permission_Groups\|permission group]] has access to. When logging a student in on this type of log listing, the first question you will be asked is what center you want to log the student into.<br><br>

	After you’ve reached the log listing page, you can view the students who are currently logged in. The {{#fas:bars}} button can be used to sort the log listing by other fields. To log another student in, begin typing their ID, name, or scan their [[TracCloudGuideGlobalBarcode\|barcode]] into the box in the center of your screen.<br>		After you’ve reached the log listing page, you can view the students who are currently logged in. The {{#fas:bars}} button can be used to sort the log listing by other fields. To log another student in, begin typing their ID, name, or scan their [[TracCloudGuideGlobalBarcode\|barcode]] into the box in the center of your screen.<br>
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	::* <b>Kiosk for [Profile]</b>		::* <b>Kiosk for [Profile]</b>
	:::This option operates similarly to standard center kiosks, except it includes all centers that your [[~~TracCloudGuideProfileGroups~~\|permission group]] has access to. When a student logs in on this type of kiosk, the first question they will be asked is what center they want to log into.<br><br>		:::This option operates similarly to standard center kiosks, except it includes all centers that your [[TracCloud:_Permission_Groups\|permission group]] has access to. When a student logs in on this type of kiosk, the first question they will be asked is what center they want to log into.<br><br>

	After you've opened a kiosk, you will notice that your navigation bar tools have disappeared, and you have been logged out. Depending on your single sign-on solution, you may be prompted to additionally open a new tab to end your SSO session. Follow the instructions on screen if this is the case.<br>		After you've opened a kiosk, you will notice that your navigation bar tools have disappeared, and you have been logged out. Depending on your single sign-on solution, you may be prompted to additionally open a new tab to end your SSO session. Follow the instructions on screen if this is the case.<br>

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	<!-------------------------------------------- LOG LISTING -------------------------------------------->		<!-------------------------------------------- LOG LISTING -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Log Listings</b> / Real-time visit tracking, by staff~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'><b>Log Listings</b> / Real-time visit tracking, by staff</div><div class="mw-collapsible mw-collapsed"><br><br>

	The Log Listing can be used by staff members to log students into or out of your center, or to review who is currently logged in with on-going visits. If [[TracCloudGuideProfilePrefsLogInOut\|wait time]] is being tracked, this page would also be used to manage visit statuses and coordinate which consultants will be assigned to their visits.<br>		The Log Listing can be used by staff members to log students into or out of your center, or to review who is currently logged in with on-going visits. If [[TracCloudGuideProfilePrefsLogInOut\|wait time]] is being tracked, this page would also be used to manage visit statuses and coordinate which consultants will be assigned to their visits.<br>
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	<!-------------------------------------------- KIOSKS -------------------------------------------->		<!-------------------------------------------- KIOSKS -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Kiosks</b> / Real-time visit tracking, by students~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'><b>Kiosks</b> / Real-time visit tracking, by students</div><div class="mw-collapsible mw-collapsed"><br><br>


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	<!-------------------------------------------- QUICK VISITS -------------------------------------------->		<!-------------------------------------------- QUICK VISITS -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Quick Visits</b> / Creating visits from scratch & post-visit tracking~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'><b>Quick Visits</b> / Creating visits from scratch & post-visit tracking</div><div class="mw-collapsible mw-collapsed"><br><br>
	Quick Visits allow you to create visits from scratch. For example, if a student forgot to login, or a login station wasn’t available at the time. Maybe even if you wanted to record a phone call or email conversation with the student as attendance in your system. This utility can be found by going to <i>Attendance > Quick Visit</i>, as well as a few other locations listed a little further down.<br>		Quick Visits allow you to create visits from scratch. For example, if a student forgot to login, or a login station wasn’t available at the time. Maybe even if you wanted to record a phone call or email conversation with the student as attendance in your system. This utility can be found by going to <i>Attendance > Quick Visit</i>, as well as a few other locations listed a little further down.<br>

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	<!-------------------------------------------- BATCH VISITS -------------------------------------------->		<!-------------------------------------------- BATCH VISITS -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Batch Visits</b> / SI sessions, workshops, and bulk visit tracking~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'><b>Batch Visits</b> / SI sessions, workshops, and bulk visit tracking</div><div class="mw-collapsible mw-collapsed"><br><br>
	The Batch Visit utility is a collection of other visit tracking tools. Some of the most common use cases for these are SI sessions and workshops, but that's not a strict requirement. The visits created here are the same as the visits created from the options above, so you can use these in any scenario where you might find them useful. Batch Visits can be found in <i>Attendance > Batch Visits</i>. <br>		The Batch Visit utility is a collection of other visit tracking tools. Some of the most common use cases for these are SI sessions and workshops, but that's not a strict requirement. The visits created here are the same as the visits created from the options above, so you can use these in any scenario where you might find them useful. Batch Visits can be found in <i>Attendance > Batch Visits</i>. <br>

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	<!-------------------------------------------- Drop-in ad-hoc-------------------------------------------->		<!-------------------------------------------- Drop-in ad-hoc-------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Drop-in Availabilities</b> / Ad-hoc QR codes & online visit tracking~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'><b>Drop-in Availabilities</b> / Ad-hoc QR codes & online visit tracking</div><div class="mw-collapsible mw-collapsed"><br><br>

	Drop-in availabilities offer 2 additional visit tracking tools depending on the meeting type (online or in-person). Take a look at our [[TracCloudGuideBasicsSchedule\|schedule management]] wiki article for details on creating these availabilities in the first place.<br><br>		Drop-in availabilities offer 2 additional visit tracking tools depending on the meeting type (online or in-person). Take a look at our [[TracCloudGuideBasicsSchedule\|schedule management]] wiki article for details on creating these availabilities in the first place.<br><br>
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	<!-------------------------------------------- APPOINTMENTS -------------------------------------------->		<!-------------------------------------------- APPOINTMENTS -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Attended Appointments</b> / Create visits based on appointments~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'><b>Attended Appointments</b> / Create visits based on appointments</div><div class="mw-collapsible mw-collapsed"><br><br>

	By marking an [[TracCloudGuideListingsAppts\|appointment]] as "Attended," TracCloud will automatically create a visit to match that appointment. This can be useful if your campus doesn't track visits with log listings/kiosks, or even as an alternative to quick visits if your student forgot to login. After saving, you can make further changes to this new visit record by clicking on the {{#fas:pen-to-square}} icon.		By marking an [[TracCloudGuideListingsAppts\|appointment]] as "Attended," TracCloud will automatically create a visit to match that appointment. This can be useful if your campus doesn't track visits with log listings/kiosks, or even as an alternative to quick visits if your student forgot to login. After saving, you can make further changes to this new visit record by clicking on the {{#fas:pen-to-square}} icon.
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	</div>		</div>
	<hr>		<hr>
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Online Visits</b> / Automated visit tracking~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'><b>Online Visits</b> / Automated visit tracking</div><div class="mw-collapsible mw-collapsed"><br><br>

	Online visit tracking is unique compared to the other options here, as no manual actions are required to create these visits. When students join an online appointment in TracCloud, their appointment will be marked as attended and a visit will be created to match the appointment details ([[TracCloudGuideProfileAdvanced\|unless you have specifically disabled this]]).<br>		Online visit tracking is unique compared to the other options here, as no manual actions are required to create these visits. When students join an online appointment in TracCloud, their appointment will be marked as attended and a visit will be created to match the appointment details ([[TracCloudGuideProfileAdvanced\|unless you have specifically disabled this]]).<br>