TracCloud: Success Plans - Revision history

Redrock at 16:55, 28 April 2026

2026-04-28T16:55:23Z

← Older revision		Revision as of 16:55, 28 April 2026
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	<i>See Also:</i>		<i>See Also:</i>

	[[TracCloud_Report:_Success_Plans\|Success Plans ~~Report~~]]		[[TracCloud_Report:_Success_Plans\|Report: Success Plans]]

	[[TracCloud_Report:_Success_Plan_Steps\|Success Plan Steps ~~Report~~]]		[[TracCloud_Report:_Success_Plan_Steps\|Report: Success Plan Steps]]

	[[TracCloud:_Work_Plans\|Work Plans]] - Similar step tracking, but for staff instead.		[[TracCloud:_Work_Plans\|Work Plans]] - Similar step tracking, but for staff instead.

Redrock at 16:49, 28 April 2026

2026-04-28T16:49:53Z

← Older revision		Revision as of 16:49, 28 April 2026
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	[[File:3274148.png\|700px]]<br><br>		[[File:3274148.png\|700px]]<br><br>
	~~</div>~~
	~~<hr>~~
	~~<!-------------------------------------- Reports -------------------------------------->~~
	~~<div class='collapsible'>Success Plans Report</div><div class="mw-collapsible mw-collapsed">~~
	~~<br><br>~~
	~~{{:TracCloud_Report:_Success_Plans}}~~
	</div>		</div>
	<hr>		<hr>
	For information on purchasing the Success Plans Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br>		For information on purchasing the Success Plans Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br>
	For Success Plans functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]		For Success Plans functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]

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

			[[TracCloud_Report:_Success_Plans\|Success Plans Report]]

			[[TracCloud_Report:_Success_Plan_Steps\|Success Plan Steps Report]]

			[[TracCloud:_Work_Plans\|Work Plans]] - Similar step tracking, but for staff instead.
			</div>

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

Redrock at 17:57, 7 April 2026

2026-04-07T17:57:51Z

← Older revision		Revision as of 17:57, 7 April 2026
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	<hr>		<hr>
	<!-------------------------------------- Steps -------------------------------------->		<!-------------------------------------- Steps -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Steps~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Steps</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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

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	<hr>		<hr>
	<!-------------------------------------- Emails -------------------------------------->		<!-------------------------------------- Emails -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Emails~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Emails</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	Emails can be sent to users upon assignment and completion of a Plan, and to act as reminders for individual steps if the due date is approaching. These emails can utilize Twig to display additional information and add logic to the contents of the email itself. [[TracCloud:_Twig\|More information on Twig can be found here.]]		Emails can be sent to users upon assignment and completion of a Plan, and to act as reminders for individual steps if the due date is approaching. These emails can utilize Twig to display additional information and add logic to the contents of the email itself. [[TracCloud:_Twig\|More information on Twig can be found here.]]
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	<hr>		<hr>
	<!-------------------------------------- Options -------------------------------------->		<!-------------------------------------- Options -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Options~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Options</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	The second to last tab in your Success Plan Type is <i>Options</i>. This contains various options to fine-tune the functionality of this Success Plan.		The second to last tab in your Success Plan Type is <i>Options</i>. This contains various options to fine-tune the functionality of this Success Plan.
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	<hr>		<hr>
	<!-------------------------------------- Subplans-------------------------------------->		<!-------------------------------------- Subplans-------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Chain a Sub Plan~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Chain a Sub Plan</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Assigning plans -------------------------------------->		<!-------------------------------------- Assigning plans -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Assigning and Managing Success Plans for Students~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Assigning and Managing Success Plans for Students</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Group Permissions -------------------------------------->		<!-------------------------------------- Group Permissions -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Group Permissions~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Group Permissions</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	In order to give staff the ability to manage Success Plans, they must be given access to the Success Plans table. Go to <i>Other > Other Options > Groups > [The group you want to modify] > Admin / Modules > Table Access > Add "Success Plans" > Save</i>.		In order to give staff the ability to manage Success Plans, they must be given access to the Success Plans table. Go to <i>Other > Other Options > Groups > [The group you want to modify] > Admin / Modules > Table Access > Add "Success Plans" > Save</i>.
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	<hr>		<hr>
	<!-------------------------------------- Staff and Faculty Dashboard -------------------------------------->		<!-------------------------------------- Staff and Faculty Dashboard -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Staff and Faculty Dashboard~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Staff and Faculty Dashboard</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------- Reports -------------------------------------->		<!-------------------------------------- Reports -------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big><b~~>Success Plans Report~~</b></big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'>Success Plans Report</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>
	{{:TracCloud_Report:_Success_Plans}}		{{:TracCloud_Report:_Success_Plans}}

Redrock at 18:16, 6 April 2026

2026-04-06T18:16:30Z

@@ Line 15: / Line 15: @@
 To create your first Success Plan, go to <i>Other > Success Plans</i>, which will take you to the Success Plans listing, then continue to the <i>Hamburger menu {{#fas:bars}} > New Success Plan</i>. Give your Success Plan a name and save, then review the following options.
-[[File:9280588.png|900px]]
+[[File:9280588.png|800px]]
 <hr>
@@ Line 146: / Line 146: @@
 <b>Manually Initiate Emails</b> can be used to send reminder emails right now, rather than automatically overnight (05:00am).<br><br>
-<big>Available Twig Tags:</big>
+Here is a list of Success Plan-specific Twig tags from [[TracCloud:_Rosetta|TracCloud Rosetta.]]
 {{#lst:TracCloud:_Rosetta|SPTags}}
-{{#lst:TracCloud:_Twig|SPTags}}
+Here are some additional unique tags and functions available in Success Plan emails.
 </div>

Redrock at 20:17, 31 March 2026

2026-03-31T20:17:52Z

← Older revision		Revision as of 20:17, 31 March 2026
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	This article will go into detail on what options are available for managing your Success Plans, including how to create them, assigning Plans to students, and reporting on that data.		This article will go into detail on what options are available for managing your Success Plans, including how to create them, assigning Plans to students, and reporting on that data.
	<~~div class="line"></div~~>		<hr>
	==<b>Creating Success Plans</b>==		==<b>Creating Success Plans</b>==

Redrock at 23:33, 30 March 2026

2026-03-30T23:33:12Z

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	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
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Redrock: Removed protection from "TracCloud: Success Plans"

2026-03-30T22:05:48Z

Removed protection from "TracCloud: Success Plans"

← Older revision	Revision as of 22:05, 30 March 2026
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Redrock: Changing ahead of new template being added

2026-02-20T22:32:04Z

Changing ahead of new template being added

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Redrock at 16:46, 29 July 2025

2025-07-29T16:46:14Z

← Older revision		Revision as of 16:46, 29 July 2025
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	{{TracCloudModulesTOC}}		{{TracCloudModulesTOC}}
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	<div ~~style~~=~~'text-align: center;'~~>		<div class="pageTitle">Success Plans</div>
	~~<big><b>~~
	==Success Plans==
	~~</big></b>~~</div>

	A Success Plan is a student-facing module with a personalized plan assigned to a student, containing a series of “Steps” or tasks the student must complete. Each step can be a required activity – for example, meeting with an advisor, attending a workshop, completing a survey or reflection, or uploading a document as proof of completing some tasks. TracCloud tracks the student’s progress through these steps and can send reminders for upcoming or overdue tasks. Plans can even be chained, so that when one is finished, a new plan (say, for the next semester) is automatically created. This module is often used for academic success programs or probation interventions where students need to follow a success pathway. Staff can create plan templates (like “Freshman Success Plan” or “Probation Recovery Plan”) and assign them to cohorts of students, then monitor completion rates and outcomes via reports.		A Success Plan is a student-facing module with a personalized plan assigned to a student, containing a series of “Steps” or tasks the student must complete. Each step can be a required activity – for example, meeting with an advisor, attending a workshop, completing a survey or reflection, or uploading a document as proof of completing some tasks. TracCloud tracks the student’s progress through these steps and can send reminders for upcoming or overdue tasks. Plans can even be chained, so that when one is finished, a new plan (say, for the next semester) is automatically created. This module is often used for academic success programs or probation interventions where students need to follow a success pathway. Staff can create plan templates (like “Freshman Success Plan” or “Probation Recovery Plan”) and assign them to cohorts of students, then monitor completion rates and outcomes via reports.

Redrock at 15:44, 29 July 2025

2025-07-29T15:44:51Z

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