TracCloud: Staff and Consultants - Revision history

Redrock at 19:16, 27 April 2026

2026-04-27T19:16:19Z

← Older revision		Revision as of 19:16, 27 April 2026
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	* <b>Staff BIO</b>		* <b>Staff BIO</b>
	::A written bio of this staff account. Can be displayed to students, [[TracCloud:_Confirm_Bio#Staff_Confirm_Bio_Settings\|more information.]]<br><br>		::A written bio of this staff account. Can be displayed to students, [[TracCloud:_Confirm_Bio#Staff_Confirm_Bio_Settings\|more information.]]<br><br>

			[[File:455521.png\|800px]]<br><br>

	* <b>Inactive</b>		* <b>Inactive</b>

Redrock at 15:47, 27 April 2026

2026-04-27T15:47:54Z

← Older revision		Revision as of 15:47, 27 April 2026
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	::• <b>Course List of Specialties</b>		::• <b>Course List of Specialties</b>
	::The course list selected here determines which subjects this consultant can assist with. [[TracCloudGuideBasicsCourses\|More information on creating and managing course lists can be found here.]]<br><br>		::The course list selected here determines which subjects this consultant can assist with. [[TracCloudGuideBasicsCourses\|More information on creating and managing course lists can be found here.]]<br><br>

			::• <b>Block these Students</b>
			::Any students selected here will not be allowed to find this consultant's availabilities or book appointments with them.<br><br>

	::• <b>Accommodations</b>		::• <b>Accommodations</b>

Redrock at 18:32, 7 April 2026

2026-04-07T18:32:04Z

← Older revision		Revision as of 18:32, 7 April 2026
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	<hr>		<hr>
	<!-------------------------------------------- General-------------------------------------------->		<!-------------------------------------------- General-------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>General~~</b>~~ / Name, Photo, Permissions, etc.~~</big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>General / Name, Photo, Permissions, etc.</div><div class="mw-collapsible mw-collapsed"><br><br>
	[[File:9356843.png\|800px]]		[[File:9356843.png\|800px]]
	<br><br>		<br><br>
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	<hr>		<hr>
	<!-------------------------------------------- Contact -------------------------------------------->		<!-------------------------------------------- Contact -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Contact & Other Data~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Contact & Other Data</div><div class="mw-collapsible mw-collapsed"><br><br>
	[[File:9544893.png\|800px]]		[[File:9544893.png\|800px]]
	<br><br>		<br><br>
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	<hr>		<hr>
	<!-------------------------------------------- Certifications-------------------------------------------->		<!-------------------------------------------- Certifications-------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Certifications & Work Plans~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Certifications & Work Plans</div><div class="mw-collapsible mw-collapsed"><br><br>

	[[File:8229634.png\|800px]]		[[File:8229634.png\|800px]]
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	<hr>		<hr>
	<!-------------------------------------------- Reasons -------------------------------------------->		<!-------------------------------------------- Reasons -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Reason Specialties~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Reason Specialties</div><div class="mw-collapsible mw-collapsed"><br><br>
	[[File:2423733.png\|800px]]		[[File:2423733.png\|800px]]
	<br><br>		<br><br>
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	<hr>		<hr>
	<!-------------------------------------------- Timeline-------------------------------------------->		<!-------------------------------------------- Timeline-------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Timeline~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Timeline</div><div class="mw-collapsible mw-collapsed"><br><br>
	[[File:9998024.png\|800px]]<br><br>		[[File:9998024.png\|800px]]<br><br>

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	<hr>		<hr>
	<!-------------------------------------------- Listing -------------------------------------------->		<!-------------------------------------------- Listing -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Staff Listing~~</b></big>~~</div><div class="mw-collapsible mw-collapsed"><br><br>		<div class='collapsible'>Staff Listing</div><div class="mw-collapsible mw-collapsed"><br><br>

	To view a list of all staff accounts in TracCloud across multiple profiles, go to <i>Other > Listings Staff</i>.		To view a list of all staff accounts in TracCloud across multiple profiles, go to <i>Other > Listings Staff</i>.

Redrock at 23:22, 30 March 2026

2026-03-30T23:22:01Z

← Older revision		Revision as of 23:22, 30 March 2026
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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	<div class="tcWidgetPage">		<div class="tcWidgetPage">
	<div class="~~categoryWide~~">		<div class="categoryDynamic">
	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>

Redrock: Removed protection from "TracCloud: Staff and Consultants"

2026-03-30T21:50:13Z

Removed protection from "TracCloud: Staff and Consultants"

← Older revision	Revision as of 21:50, 30 March 2026
(No difference)

Redrock at 23:19, 23 September 2025

2025-09-23T23:19:25Z

← Older revision		Revision as of 23:19, 23 September 2025
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	[[File:8229634.png\|800px]]		[[File:8229634.png\|800px]]
	<br><br>		<br><br>
	This menu allows you to view and manage this consultant’s certifications (e.g., CLRA). New certifications can be created by selecting the hamburger {{#fas:bars}} icon > New Certification, which will take you to an empty form to fill out. [[TracCloudGuideWorkPlans\|More information on Work Plans can be found in its own article by clicking here.]]		This menu allows you to view and manage this consultant’s certifications (e.g., CLRA, ACTP, etc). New certifications can be created by selecting the hamburger {{#fas:bars}} icon > New Certification, which will take you to an empty form to fill out. [[TracCloudGuideWorkPlans\|More information on Work Plans can be found in its own article by clicking here.]] You can additionally import certifications from the [[TracCloud:_ACTP_Tutor_Training_Tracker\|ACTP Tutor Trainer Tracker]] using the button at the bottom of the screenshot above.
	<br>		<br>
	[[File:J46k46j35g3553j.png\|800px]]		[[File:J46k46j35g3553j.png\|800px]]

Redrock at 16:23, 29 July 2025

2025-07-29T16:23:49Z

← Older revision		Revision as of 16:23, 29 July 2025
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	{{TracCloudGuideProfileTOC}}		{{TracCloudGuideProfileTOC}}
	</div>		</div>
	<~~big><b~~>Staff & Consultants</~~b></big><br~~>		<div class="pageTitle">Staff & Consultants</div>

	This tab is where you will find your staff/consultants that have been assigned to this profile. From this view, we can see the staff names, the centers and group they’re assigned to, and what type of staff member they are (consultant or regular staff).		This tab is where you will find your staff/consultants that have been assigned to this profile. From this view, we can see the staff names, the centers and group they’re assigned to, and what type of staff member they are (consultant or regular staff).

Redrock at 22:36, 23 July 2025

2025-07-23T22:36:23Z

← Older revision		Revision as of 22:36, 23 July 2025
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	::We don’t recommend deleting records in TracCloud, as this will also disconnect them from related records (Visits, Appointments, etc). Instead, we recommend deactivating the account by checking this box. This will hide them from view and prevent them from logging into TracCloud, but the record and related data remains available if needed, for historical reporting or later reactivation.<br><br>		::We don’t recommend deleting records in TracCloud, as this will also disconnect them from related records (Visits, Appointments, etc). Instead, we recommend deactivating the account by checking this box. This will hide them from view and prevent them from logging into TracCloud, but the record and related data remains available if needed, for historical reporting or later reactivation.<br><br>

	* <b>Title or Position~~</b> & <b>Supervisor~~</b>		* <b>Title or Position</b>
	::This staff member's position title ~~and supervisor~~ for reference if needed. This does not affect Trac System functionality.<br><br>		::This staff member's position title for reference if needed. This does not affect Trac System functionality.<br><br>

			* <b>Supervisor</b>
			::This person's assigned supervisor will be able to view their [[TracCloud:_Peer_Mentoring\|mentorship communications]] and [[TracCloud:_Schedule_Management\|asynchronous appointments]] from the dashboard.<br><br>

	* <b>User Level</b>		* <b>User Level</b>

Redrock at 23:20, 30 June 2025

2025-06-30T23:20:22Z

← Older revision		Revision as of 23:20, 30 June 2025
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	* <b>KIOSK</b>		* <b>KIOSK</b>
	::If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and select a [[TracCloudGuideBasicsVisits\|Kiosk]] to open, and nothing else. Normal staff members can open kiosks as well, but this can be useful if you need to create a generic account to share with other people to open kiosks in your center.		::If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and select a [[TracCloudGuideBasicsVisits\|Kiosk]] to open, and nothing else. Normal staff members can open kiosks as well, but this can be useful if you need to create a generic account to share with other people to open kiosks in your center.<br><br>

			* <b>Mentor</b>
			::Designates this staff account as a "Mentor" account. [[TracCloud:_Peer_Mentoring\|Click here to learn more about this feature.]]
	</div>		</div>
	<hr>		<hr>

Redrock at 18:44, 25 November 2024

2024-11-25T18:44:47Z

← Older revision		Revision as of 18:44, 25 November 2024
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	<hr>		<hr>

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