TracCloud: SAGE - Revision history

Redrock at 18:33, 3 August 2026

2026-08-03T18:33:44Z

← Older revision		Revision as of 18:33, 3 August 2026
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	* <b>Hide Options</b>		* <b>Hide Options</b>
	: This allows you to toggle certain elements/features of your Referral Type off if preferred. Some fields can also be hidden from faculty specifically, while remaining visible to staff.		: This allows you to toggle certain elements/features of your Referral Type off if preferred. Some fields can also be hidden from faculty specifically, while remaining visible to staff.

			* <b>Show Document Upload</b>
			: If checked, it will become possible to upload a document or file to student referrals.

	* <b>Require Notes</b> / <b>Additional Notes</b>		* <b>Require Notes</b> / <b>Additional Notes</b>

Redrock at 18:27, 3 August 2026

2026-08-03T18:27:55Z

Show changes

Redrock at 18:02, 17 June 2026

2026-06-17T18:02:58Z

← Older revision		Revision as of 18:02, 17 June 2026
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	~~<div class="tcWidgetPage">~~
	{{RetentionTier}}		{{RetentionTier}}
	<div class="categoryDynamic">		<div class="categoryDynamic">
			{{TracCloudGuideTabs}}
	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
	</div>		</div>
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	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	~~</div>~~

Redrock at 15:00, 16 June 2026

2026-06-16T15:00:45Z

← Older revision		Revision as of 15:00, 16 June 2026
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	~~{{TracCloudGuideTabs}}~~
	<div class="tcWidgetPage">		<div class="tcWidgetPage">
	{{RetentionTier}}		{{RetentionTier}}

Redrock at 23:33, 12 June 2026

2026-06-12T23:33:59Z

← Older revision		Revision as of 23:33, 12 June 2026
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	<div class='collapsible'>Referrals Listing</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Referrals Listing</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	If a permission group allows it, it's also possible to utilize the Referrals Listing to quickly access all referrals in your TracCloud instance. This can be accessed by going to ~~<i>~~Other > Listings > Referrals~~</i>~~.		If a permission group allows it, it's also possible to utilize the Referrals Listing to quickly access all referrals in your TracCloud instance. This can be accessed by going to Other ➜ Listings ➜ Referrals.

	[[File:8390835.png\|900px]]		[[File:8390835.png\|900px]]
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	<br><br>		<br><br>

	To create new SAGE Referral Types, modify existing, or simply review your current configuration, go to ~~<i>~~Other > Modules > SAGE Referral Types~~</i>~~. This will bring you to the Referral Type Listing. To create a new Referral Type, you would click the hamburger icon ({{#fas:bars}}), then select <b>New Referral Type</b>.		To create new SAGE Referral Types, modify existing, or simply review your current configuration, go to Other ➜ Modules ➜ SAGE Referral Types. This will bring you to the Referral Type Listing. To create a new Referral Type, you would click the hamburger icon ({{#fas:bars}}), then select <b>New Referral Type</b>.

	[[File:4222337.png\|900px]]<br><br>		[[File:4222337.png\|900px]]<br><br>
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	In order for staff members to view and/or edit referrals, they must be provided access in their permission group. This also gives you the ability to fine-tune what they can and can't do in relation to these referrals.		In order for staff members to view and/or edit referrals, they must be provided access in their permission group. This also gives you the ability to fine-tune what they can and can't do in relation to these referrals.

	~~<span style="color:grey"><i>~~Other > Other Options > Groups > [The ~~Group~~ you want to modify] > Admin / Modules~~</i></span>~~		Other ➜ Other Options ➜ Groups ➜ [The group you want to modify] ➜ Admin / Modules.

	[[File:9621451.png\|900px]]<br><br>		[[File:9621451.png\|900px]]<br><br>

Redrock at 23:08, 12 May 2026

2026-05-12T23:08:48Z

← Older revision		Revision as of 23:08, 12 May 2026
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	* <b>Email Subject</b> determines the subject line of the email, as you entered previously. This can be changed at any time.		* <b>Email Subject</b> determines the subject line of the email, as you entered previously. This can be changed at any time.

	* <b>Email From</b> lets you change which email address this email is sent from. Uses system address if left blank.		* <b>Email From</b> lets you change which email address this email is sent from. Uses system address if left blank. This field supports [[TracCloud:_Twig\|Twig]], allowing you to set the from email to (for example) <nowiki>{{Consultant.Email}}</nowiki>.

	* <b>Add Email Recipient</b> allows you to define which users could possibly receive a copy of this email, based on your <b>Potential Email Recipients.</b>		* <b>Add Email Recipient</b> allows you to define which users could possibly receive a copy of this email, based on your <b>Potential Email Recipients.</b>

Redrock at 23:02, 12 May 2026

2026-05-12T23:02:41Z

← Older revision		Revision as of 23:02, 12 May 2026
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	* <b>Processed Button Title</b> determines the name of the "Processed" option, "Complete," "Resolved," etc.		* <b>Processed Button Title</b> determines the name of the "Processed" option, "Complete," "Resolved," etc.

			* <b>Submit Referral Button Title</b> determines the name of the "Submit Referral" button, "Save," "Create," etc.

	* <b>Hide Options</b> allows you to toggle certain elements/features of your Referral Type off if preferred. Some fields can also be hidden from faculty specifically, while remaining visible to staff.		* <b>Hide Options</b> allows you to toggle certain elements/features of your Referral Type off if preferred. Some fields can also be hidden from faculty specifically, while remaining visible to staff.

Redrock at 21:16, 7 May 2026

2026-05-07T21:16:31Z

← Older revision		Revision as of 21:16, 7 May 2026
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	Click the <b>Add Reasons</b> / <b>Recommendations</b> box to add a new option. Setting a Reason/Recommendation as a "Label" will turn that item into a header for the following list, to help categorize your different options. By entering "(max: #)" with a number in place of #, you can limit how many choices can be made from the options following your header. For example, the label "Attendance (max: 1)" means only one of the following attendance-related reasons can be chosen during referral creation. These options can also be reorganized by dragging the hamburger icon ({{#fas:bars}}) on the right-side up/down.		Click the <b>Add Reasons</b> / <b>Recommendations</b> box to add a new option. Setting a Reason/Recommendation as a "Label" will turn that item into a header for the following list, to help categorize your different options. By entering "(max: #)" with a number in place of #, you can limit how many choices can be made from the options following your header. For example, the label "Attendance (max: 1)" means only one of the following attendance-related reasons can be chosen during referral creation. These options can also be reorganized by dragging the hamburger icon ({{#fas:bars}}) on the right-side up/down.

			The "Reason" and "Recommendation" titles can also be overridden with the corresponding <b>Override</b> fields, if you would prefer to label these options differently.

	[[File:2280863.png\|900px]]<br><br>		[[File:2280863.png\|900px]]<br><br>

Redrock at 19:18, 7 May 2026

2026-05-07T19:18:51Z

← Older revision		Revision as of 19:18, 7 May 2026
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	* <b>Referral to Testing Center</b> is a bigger topic, which can be found further into this wiki article.		* <b>Referral to Testing Center</b> is a bigger topic, which can be found further into this wiki article.

	* <b>Roster Annotation Settings For Faculty Viewing</b> allows you to link this referral type to a specific subject. The referral will then only appear in contexts of that subject/course/section from the roster referral perspective.		* <b>Roster Annotation Settings For Faculty Viewing</b>
			::<b>Link to Section or Course</b> allows you to link this referral type to a specific subject. The referral will then only appear in contexts of that subject/course/section from the roster referral perspective.
			::<b>Roster Instructions</b> allows you to add a custom message to the roster referral menu for faculty and staff.
			::<b>Hide: Affect All Selected and Shown</b> will remove the ability to apply referral reasons, recommendations, etc to more than 1 student at a time from the roster referral menu.

	* <b>Notes Instructions</b> is a message that appears to the user submitting this referral, providing information above the Notes box.		* <b>Notes Instructions</b> is a message that appears to the user submitting this referral, providing information above the Notes box.

Redrock at 16:54, 28 April 2026

2026-04-28T16:54:59Z

← Older revision		Revision as of 16:54, 28 April 2026
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	</div>		</div>
	<hr>		<hr>
	~~==<b>Reports</b>==~~

	~~There are multiple~~ SAGE~~-specific reports available in TracCloud~~, ~~each providing a different way~~ to ~~view your referral data~~. ~~These reports can be found in the Navigation Bar, under~~ <~~i>Reports~~ > SAGE~~</i>.~~ [~~[TracCloud_Report~~:~~_SAGE_Referrals_by_%3F%3F\|Click here to view our SAGE report documentation~~.]]		For information on purchasing the SAGE Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br>
			For SAGE functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

	<hr>		<hr>
			<i>See Also:</i>

			[[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Report: Sage Referrals by ??]]

	~~For information on purchasing the SAGE Module, reach out to~~ [~~mailto~~:~~sales@go-redrock.com sales@go-redrock.com~~]~~<br>~~		[[TracCloud_Report:_SAGE_Referral_Snapshot\|Report: Referral Snapshot]]
	~~For SAGE functionality questions, reach out to~~ [~~mailto~~:~~helpdesk@go-redrock.com helpdesk@go-redrock.com~~]
			[[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits\|Report: Referrals by Student and Appointments/Visits]]

			[[TracCloud_Report:_Faculty_Referral_Activity\|Report: Faculty Referral Activity]]

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