TracCloud: Report Unable to Find Appointment - Revision history

Redrock at 17:05, 1 July 2026

2026-07-01T17:05:23Z

← Older revision		Revision as of 17:05, 1 July 2026
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	The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.		The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.

	===Configuring this Functionality===		==Configuring this Functionality==

	The first step is to make sure the option is enabled and set to your desired value. Go to Other ➜ Other Options ➜ Preferences ➜ Search Availability Options ➜ Report Unable to Find Appointment.		The first step is to make sure the option is enabled and set to your desired value. Go to Other ➜ Other Options ➜ Preferences ➜ Search Availability Options ➜ Report Unable to Find Appointment.
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	* <b>Setting for Report Unable to Find Appointment</b>		* <b>Setting for Report Unable to Find Appointment</b>
	::This adds a utility to the <i>Search for Availability</i> screen allowing staff and students to report that they weren’t able to find an availability that works for them. <b>Button Label</b> can be used to change the student-facing phrasing of this option.~~<br>~~		: This adds a utility to the <i>Search for Availability</i> screen allowing staff and students to report that they weren’t able to find an availability that works for them. <b>Button Label</b> can be used to change the student-facing phrasing of this option.
			:* <b>Off</b> disables this functionality.
	::* <b>Off</b> disables this functionality.~~<br>~~		:* <b>Standard</b> provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.
			:* <b>Custom Link</b> lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.
	::* <b>Standard</b> provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.~~<br>~~		:* <b>Allow Staff Only</b> disables the "Report unable to find appointment" button in the search availability process, but the Outstanding Appointment Requests listing remains available, which staff can manually create requests from.

	::* <b>Custom Link</b> lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.~~<br>~~

	::* <b>Allow Staff Only</b> disables the "Report unable to find appointment" button in the search availability process, but the Outstanding Appointment Requests listing remains available, which staff can manually create requests from.~~<br><br>~~

	* <b>Button Label</b>		* <b>Button Label</b>
	::Changes the label of the button that students would click when using this utility. <i>Report Unable to Find Appointment</i> by default.~~<br><br>~~		: Changes the label of the button that students would click when using this utility. <i>Report Unable to Find Appointment</i> by default.

	* <b>Instructions</b>		* <b>Instructions</b>
	::This text appears within the "Unable to Find Appointment" prompt for students & staff, and can be used for additional instructions or contact methods.~~<br><br>~~		: This text appears within the "Unable to Find Appointment" prompt for students & staff, and can be used for additional instructions or contact methods.

			* '''Question: What were you hoping to find''' and '''What did you find instead'''
			: These fields allow you to override the question text for these default fields.

	* <b>Student info Tags</b>		* <b>Student info Tags</b>
	::Enter additional text and student [[TracCloud:_Twig\|Twig tags]] to be displayed in the appointment request record, visible only to staff with access to these requests.~~<br><br>~~		: Enter additional text and student [[TracCloud:_Twig\|Twig tags]] to be displayed in the appointment request record, visible only to staff with access to these requests.
	</onlyinclude>		</onlyinclude>
	Another setting to consider is your permission group access. If a user needs to have the ability to review appointment requests, their group must allow it. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit]➜ Admin / Modules ➜ Table Access ➜ Add <i>Outstanding Appt Requests</i> ➜ Save. You may want to set this to <i>View and Edit</i> or only <i>View</i> depending on what level of access they require.		Another setting to consider is your permission group access. If a user needs to have the ability to review appointment requests, their group must allow it. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit]➜ Admin / Modules ➜ Table Access ➜ Add <i>Outstanding Appt Requests</i> ➜ Save. You may want to set this to <i>View and Edit</i> or only <i>View</i> depending on what level of access they require.
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	{{#lst:Template:TracCloudListingDescriptions\|Hamburger_Menu}}		{{#lst:Template:TracCloudListingDescriptions\|Hamburger_Menu}}

	{{#lst:Template:TracCloudListingDescriptions\|List_All}}		{{#lst:Template:TracCloudListingDescriptions\|List_All}}

	{{#lst:Template:TracCloudListingDescriptions\|Search}}		{{#lst:Template:TracCloudListingDescriptions\|Search}}

	{{#lst:Template:TracCloudListingDescriptions\|Power_Search}}		{{#lst:Template:TracCloudListingDescriptions\|Power_Search}}

	{{#lst:Template:TracCloudListingDescriptions\|Saved_Searches}}		{{#lst:Template:TracCloudListingDescriptions\|Saved_Searches}}

	{{#lst:Template:TracCloudListingDescriptions\|Selected}}		{{#lst:Template:TracCloudListingDescriptions\|Selected}}

	{{#lst:Template:TracCloudListingDescriptions\|Show_these}}		{{#lst:Template:TracCloudListingDescriptions\|Show_these}}

	{{#lst:Template:TracCloudListingDescriptions\|Print}}		{{#lst:Template:TracCloudListingDescriptions\|Print}}


	<hr>		<hr>

Redrock at 16:51, 17 June 2026

2026-06-17T16:51:42Z

← Older revision		Revision as of 16:51, 17 June 2026
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			<div class="categoryDynamic">
	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
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	~~<div class="categoryDynamic">~~
	{{TracCloudGuideListingsTOC}}		{{TracCloudGuideListingsTOC}}
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	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
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Redrock at 20:44, 12 June 2026

2026-06-12T20:44:15Z

← Older revision		Revision as of 20:44, 12 June 2026
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	The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.		The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.

	~~<hr>~~		===Configuring this Functionality===
	==1. Configuring this Functionality==
			The first step is to make sure the option is enabled and set to your desired value. Go to Other ➜ Other Options ➜ Preferences ➜ Search Availability Options ➜ Report Unable to Find Appointment.

	~~The first step is to make sure the option is enabled and set to your desired value. Go to <i>Other > Other Options > Preferences > Search Availability Options > Report Unable to Find Appointment</i>.~~
	<onlyinclude>		<onlyinclude>
	[[File:1830320.png\|800px]]<br><br>		[[File:1830320.png\|800px]]<br><br>
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	::Enter additional text and student [[TracCloud:_Twig\|Twig tags]] to be displayed in the appointment request record, visible only to staff with access to these requests.<br><br>		::Enter additional text and student [[TracCloud:_Twig\|Twig tags]] to be displayed in the appointment request record, visible only to staff with access to these requests.<br><br>
	</onlyinclude>		</onlyinclude>
	Another setting to consider is your permission group access. If a user needs to have the ability to review ~~these Appointment Requests~~, their group must allow it. Go to ~~<i>~~Other > Other Options > Groups > [The group you want to edit] > Admin / Modules > Table Access > ~~Add the~~ Outstanding Appt Requests ~~table > Save~~</i>. You may want to set this to <b>View and Edit</b> or only <b>View</b> depending on what level of access they require.		Another setting to consider is your permission group access. If a user needs to have the ability to review appointment requests, their group must allow it. Go to Other ➜ Other Options ➜ Groups ➜ [The group you want to edit]➜ Admin / Modules ➜ Table Access ➜ Add <i>Outstanding Appt Requests</i> ➜ Save. You may want to set this to <i>View and Edit</i> or only <i>View</i> depending on what level of access they require.

	[[File:9693903.png\|800px]]		[[File:9693903.png\|800px]]

	~~<hr>~~		===Submitting a Request===
	==2. Submitting a Request==
	Now that this utility has been configured, students (~~and even~~ staff) are ~~all set~~ to submit these requests while searching for ~~appointments~~. The button will appear in the ~~lower~~-left corner of availability searches, regardless of whether or not availabilities appear. This provides the chance for students to request a more specific time or tutor, even if there ~~may be~~ other time slots available.		Now that this utility has been configured, students (or staff) are ready to submit these requests while searching for availabilities. The button will appear in the bottom-left corner of availability searches regardless of whether or not availabilities appear. This provides the chance for students to request a more specific time or tutor even if there are other time slots available.

	[[File:2919255.png\|800px]]<br><br>		[[File:2919255.png\|800px]]<br><br>
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	[[File:2936747.png\|800px]]<br><br>		[[File:2936747.png\|800px]]<br><br>

	Staff members (with the appropriate permissions) can also manually create appointment requests outside of the search availability process by going to ~~<i>~~Other > Listings > Outstanding Appointment Requests~~" >~~ Hamburger menu~~</i> and clicking "~~New Request."		Staff members (with the appropriate permissions) can also manually create appointment requests outside of the search availability process by going to Other ➜ Listings ➜ Outstanding Appointment Requests ➜ Hamburger menu {{#fas:bars}} ➜ New Request.

			===Reviewing Requests===

	~~<hr>~~		After a request has been submitted, staff can review these requests and mark them as completed once resolved. This only applies when utilizing the <i>Standard</i> form option. Go to Other ➜ Listings ➜ Outstanding Appt Requests. This will bring you to the following page, where you can review appointment requests and quickly see which of them have been resolved based on the checkbox on the right and the <i>Followed Up</i> status.
	~~==3. Reviewing Requests==~~
	After a request has been submitted, staff can review these requests and mark them as completed once resolved. This only applies when utilizing the 'Standard' form option. Go to ~~<i>~~Other > Listings > Outstanding Appt Requests~~</i>~~. This will bring you to the following page, where you can review ~~Appointment Requests~~ and quickly see which of them have been resolved based on the checkbox on the right and the <b>Followed Up</b> status.

	[[File:1616834.png\|800px]]<br><br>		[[File:1616834.png\|800px]]<br><br>

	Appointment ~~Requests~~ can also display in Notifications to Staff Members.		Appointment requests can also display in Notifications to Staff Members.

	[[File:4182489.png\|700px]]<br><br>		[[File:4182489.png\|700px]]<br><br>

Redrock at 22:39, 28 April 2026

2026-04-28T22:39:59Z

← Older revision		Revision as of 22:39, 28 April 2026
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	<hr>		<hr>
	~~==4. Outstanding Appointment Requests Report==~~		<i>See Also:</i>

	~~{{:~~TracCloud_Report:_Outstanding_Appointment_Requests}}		[[TracCloud_Report:_Outstanding_Appointment_Requests\|Report: Outstanding Appointment Requests]]

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 19:02, 31 March 2026

2026-03-31T19:02:48Z

← Older revision		Revision as of 19:02, 31 March 2026
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	The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.		The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.

	<~~div class="line"></div~~>		<hr>
	==1. Configuring this Functionality==		==1. Configuring this Functionality==

Redrock at 23:21, 30 March 2026

2026-03-30T23:21:09Z

← Older revision		Revision as of 23:21, 30 March 2026
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	{{TracCloudGuideListingsTOC}}		{{TracCloudGuideListingsTOC}}
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Redrock: Removed protection from "TracCloud: Report Unable to Find Appointment"

2026-03-30T21:49:07Z

Removed protection from "TracCloud: Report Unable to Find Appointment"

← Older revision	Revision as of 21:49, 30 March 2026
(No difference)

Redrock at 16:24, 29 July 2025

2025-07-29T16:24:26Z

← Older revision		Revision as of 16:24, 29 July 2025
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	{{TracCloudGuideListingsTOC}}		{{TracCloudGuideListingsTOC}}
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	<~~big><b~~>Appointment Requests / Report Unable to Find Appointment</~~b></big><br~~>		<div class="pageTitle">Appointment Requests / Report Unable to Find Appointment</div>

	The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.		The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.

Redrock at 21:56, 24 June 2025

2025-06-24T21:56:08Z

← Older revision		Revision as of 21:56, 24 June 2025
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	::* <b>Standard</b> provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.<br>		::* <b>Standard</b> provides a standard form where students can write out what they searched for and what they did (or didn’t) find. These reports can later be reviewed and managed by staff with the appropriate permissions.<br>

	::* <b>Custom</b> lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.<br><br>		::* <b>Custom Link</b> lets you enter a custom URL that students will be taken to after selecting the “Report Unable to Find an Appointment” button.<br>

			::* <b>Allow Staff Only</b> disables the "Report unable to find appointment" button in the search availability process, but the Outstanding Appointment Requests listing remains available, which staff can manually create requests from.<br><br>

	* <b>Button Label</b>		* <b>Button Label</b>

Redrock at 20:26, 23 May 2025

2025-05-23T20:26:54Z

← Older revision		Revision as of 20:26, 23 May 2025
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	<big><b>Appointment Requests / Report Unable to Find Appointment</b></big><br>		<big><b>Appointment Requests / Report Unable to Find Appointment</b></big><br>

	~~New~~ to ~~TracCloud,~~ students ~~can now request~~ an appointment ~~time or report that~~ they were ~~unable~~ to find ~~an appointment~~. These requests can ~~then~~ be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.		The Appointment Requests feature in TracCloud can be used to track students who were unable to find an appointment. This offers a utility for the student to fill out details including what they were hoping to find, what they found instead, and any additional custom fields you provide to them. These requests can be reviewed and followed-up on by staff members to ensure that students are able to get the assistance they need.

	<div class="line"></div>		<div class="line"></div>
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	After clicking the option, the following box appears where staff/students can write out what they were hoping to find versus what they found instead. [[TracCloud:_Custom_Fields\|Custom fields]] are supported on this form if you want to create additional questions for students to fill out. If a custom URL is used, the button will instead open that URL in a new tab instead.		After clicking the option, the following box appears where staff/students can write out what they were hoping to find versus what they found instead. [[TracCloud:_Custom_Fields\|Custom fields]] are supported on this form if you want to create additional questions for students to fill out. If a custom URL is used, the button will instead open that URL in a new tab instead.

	[[File:2936747.png\|800px]]		[[File:2936747.png\|800px]]<br><br>

			Staff members (with the appropriate permissions) can also manually create appointment requests outside of the search availability process by going to <i>Other > Listings > Outstanding Appointment Requests" > Hamburger menu</i> and clicking "New Request."

	<hr>		<hr>