TracCloud: SAGE - Revision history

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

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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

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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>

Redrock at 18:06, 7 April 2026

2026-04-07T18:06:36Z

← Older revision		Revision as of 18:06, 7 April 2026
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	<hr>		<hr>
	<!--------------------------------------- Roster annotations --------------------------------------->		<!--------------------------------------- Roster annotations --------------------------------------->
	<div class='collapsible'~~><b~~>Faculty View: Roster Annotations~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Faculty View: Roster Annotations</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	Faculty Members are typically the primary user-type submitting referrals, and as such, they have a streamlined view of the referral submission process. On the faculty dashboard, you'll find their class rosters along with the referrals that have been designated as Roster Annotations (which will be covered later in this article). This allows faculty to immediately access important referrals for each of their rosters.		Faculty Members are typically the primary user-type submitting referrals, and as such, they have a streamlined view of the referral submission process. On the faculty dashboard, you'll find their class rosters along with the referrals that have been designated as Roster Annotations (which will be covered later in this article). This allows faculty to immediately access important referrals for each of their rosters.
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	<hr>		<hr>
	<!--------------------------------------- Individual --------------------------------------->		<!--------------------------------------- Individual --------------------------------------->
	<div class='collapsible'~~><b~~>Student Profiles: Individual Referrals~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Student Profiles: Individual Referrals</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!--------------------------------------- Mass Referral Tool --------------------------------------->		<!--------------------------------------- Mass Referral Tool --------------------------------------->
	<div class='collapsible'~~><b~~>Student Listing: Batch Referrals~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Student Listing: Batch Referrals</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!--------------------------------------- Processed --------------------------------------->		<!--------------------------------------- Processed --------------------------------------->
	<div class='collapsible'~~><b~~>Processing/Completing Referrals~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Processing/Completing Referrals</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	After a referral is marked as processed, we will see the following screen summarizing basic information about this referral, and providing a location to write additional notes about how this situation was resolved. Once saved, the final "Processed" email will be sent out, as configured in your <i>Automated Emails</i>. A referral can be re-opened by unchecking the "Processed" box.		After a referral is marked as processed, we will see the following screen summarizing basic information about this referral, and providing a location to write additional notes about how this situation was resolved. Once saved, the final "Processed" email will be sent out, as configured in your <i>Automated Emails</i>. A referral can be re-opened by unchecking the "Processed" box.
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	<hr>		<hr>
	<!--------------------------------------- Referrals Listing --------------------------------------->		<!--------------------------------------- Referrals Listing --------------------------------------->
	<div class='collapsible'~~><b~~>Referrals Listing~~</b>~~</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 <i>Other > Listings > Referrals</i>.
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	<hr>		<hr>
	<!--------------------------------------- Creating referral types --------------------------------------->		<!--------------------------------------- Creating referral types --------------------------------------->
	<div class='collapsible'~~><b~~>Creating SAGE Referral Types~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Creating SAGE Referral Types</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!--------------------------------------- Reasons and recommendations --------------------------------------->		<!--------------------------------------- Reasons and recommendations --------------------------------------->
	<div class='collapsible'~~><b~~>Reasons & Recommendations~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Reasons & Recommendations</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	Reasons and Recommendations can be one of the most important aspects in creating these referrals, as these options can also dictate which emails get sent out to whom. Typically, these would be configured to allow your faculty to quickly describe where the student is struggling and what they recommend as a solution. However, since these are entirely customizable, you can ask any questions you can think of to help make the referral creation process as straightforward as possible.<br><br>		Reasons and Recommendations can be one of the most important aspects in creating these referrals, as these options can also dictate which emails get sent out to whom. Typically, these would be configured to allow your faculty to quickly describe where the student is struggling and what they recommend as a solution. However, since these are entirely customizable, you can ask any questions you can think of to help make the referral creation process as straightforward as possible.<br><br>
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	<hr>		<hr>
	<!--------------------------------------- Custom Questions --------------------------------------->		<!--------------------------------------- Custom Questions --------------------------------------->
	<div class='collapsible'~~><b~~>Custom Questions~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Custom Questions</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	Custom questions allow you to add additional fields to your referrals. These questions can be formatted as a "Pulldown" menu with preset options, a small "Fill In" text box, or a larger "Essay" text field.		Custom questions allow you to add additional fields to your referrals. These questions can be formatted as a "Pulldown" menu with preset options, a small "Fill In" text box, or a larger "Essay" text field.
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	<hr>		<hr>
	<!--------------------------------------- Email Recipients --------------------------------------->		<!--------------------------------------- Email Recipients --------------------------------------->
	<div class='collapsible'~~><b~~>Potential Email Recipients~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Potential Email Recipients</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	These are the possible recipients of alert emails relating to this referral. For example, if this referral's automated emails can be sent to students, then you will need to add students to the list, as seen in the screenshot below. The name of this field is only used for reference when choosing who will receive alerts when managing your automated emails, using the correct twig tag or entering a valid email is important.		These are the possible recipients of alert emails relating to this referral. For example, if this referral's automated emails can be sent to students, then you will need to add students to the list, as seen in the screenshot below. The name of this field is only used for reference when choosing who will receive alerts when managing your automated emails, using the correct twig tag or entering a valid email is important.
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	<hr>		<hr>
	<!--------------------------------------- Referral to Testing Center --------------------------------------->		<!--------------------------------------- Referral to Testing Center --------------------------------------->
	<div class='collapsible'~~><b~~>Referral to Testing Center~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Referral to Testing Center</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	This allows you to provide faculty the ability to book appointments for students that they're creating referrals for during the roster referral creation process. Typically used for Testing Centers or Lab environments, where faculty would need to book appointments on behalf of students, or assign multiple students to the same Group Availability.		This allows you to provide faculty the ability to book appointments for students that they're creating referrals for during the roster referral creation process. Typically used for Testing Centers or Lab environments, where faculty would need to book appointments on behalf of students, or assign multiple students to the same Group Availability.
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	<hr>		<hr>
	<!--------------------------------------- Potential Actions --------------------------------------->		<!--------------------------------------- Potential Actions --------------------------------------->
	<div class='collapsible'~~><b~~>Potential Actions~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Potential Actions</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!--------------------------------------- Automated Emails --------------------------------------->		<!--------------------------------------- Automated Emails --------------------------------------->
	<div class='collapsible'~~><b~~>Automated Emails & Twig~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Automated Emails & Twig</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!--------------------------------------- Created,Follow-up,Processed --------------------------------------->		<!--------------------------------------- Created,Follow-up,Processed --------------------------------------->
	<div class='collapsible'~~><b~~>Created, Followed Up, Processed~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Created, Followed Up, Processed</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!--------------------------------------- Group Access --------------------------------------->		<!--------------------------------------- Group Access --------------------------------------->
	<div class='collapsible'~~><b~~>Permission Group Options~~</b>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Permission Group Options</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	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.

Redrock at 15:58, 7 April 2026

2026-04-07T15:58:47Z

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Redrock at 18:47, 6 April 2026

2026-04-06T18:47:00Z

← Older revision		Revision as of 18:47, 6 April 2026
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	{% endif %}		{% endif %}
	</syntaxhighlight>		</syntaxhighlight>

	The rest of this section covers edge cases and additional examples. [[TracCloud:_SAGE_Email_Example\|A more complete example of a SAGE email can be found here.]] You're welcome to take that and modify it for use in your system.

	Another complicating factor in SAGE emails is custom questions and answers. These can be used emails, but you will need to use the "Code Reference" value that you set earlier. For example, if your Code Reference was "GradeQuestion," the format of this tag would be <nowiki>{{Questions.GradeQuestion}} and {{Answers.GradeQuestion}}</nowiki> for the question and answer respectively.		Another complicating factor in SAGE emails is custom questions and answers. These can be used emails, but you will need to use the "Code Reference" value that you set earlier. For example, if your Code Reference was "GradeQuestion," the format of this tag would be <nowiki>{{Questions.GradeQuestion}} and {{Answers.GradeQuestion}}</nowiki> for the question and answer respectively.
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	The answer to {{Questions.GradeQuestion}} was {{Answers.GradeQuestion}}.		The answer to {{Questions.GradeQuestion}} was {{Answers.GradeQuestion}}.
	</syntaxhighlight>		</syntaxhighlight>

			If we want to go through all of our answers to all of our questions, this would be an array just like Reasons and Recommendations and is formatted similarly.

			<syntaxhighlight lang="twig">
			{% for key,value in Answers %}
			The answer to question {{ attribute(Questions, key) }} is {{ value }}<br>
			{% endfor %}
			</syntaxhighlight>

			The rest of this section covers unique tags for SAGE. [[TracCloud:_SAGE_Email_Example\|A more complete example of a SAGE email can be found here.]] You're welcome to take that and modify it for use in your system.

	Here is a list of SAGE-specific Twig tags from [[TracCloud:_Rosetta\|TracCloud Rosetta]].		Here is a list of SAGE-specific Twig tags from [[TracCloud:_Rosetta\|TracCloud Rosetta]].

Redrock at 18:11, 6 April 2026

2026-04-06T18:11:52Z

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Redrock at 23:23, 30 March 2026

2026-03-30T23:23:06Z

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	<div class="pageTitle">SAGE Early Alerts</div>		<div class="pageTitle">SAGE Early Alerts</div>

Redrock at 23:20, 30 March 2026

2026-03-30T23:20:20Z

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Redrock at 23:18, 30 March 2026

2026-03-30T23:18:19Z

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