TracCloud: What's New for 2023-08 - Revision history

Redrock: Redrock moved page TracCloudWhatsNew2023-08-31 1 to TracCloud: What's New for 2023-08

2026-02-03T18:52:10Z

Redrock moved page TracCloud: What's New for 2023-08 to TracCloud: What's New for 2023-08

← Older revision	Revision as of 18:52, 3 February 2026
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Redrock at 23:56, 18 November 2024

2024-11-18T23:56:52Z

← Older revision		Revision as of 23:56, 18 November 2024
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	* <b>2023-08-01: Subject/Course/Section search added to Appointments/Visits Utilization report</b>		* <b>2023-08-01: Subject/Course/Section search added to Appointments/Visits Utilization report</b>
	::For more information on this report, [[~~TracCloudReportsManagement02~~\|click here.]]<br><br>		::For more information on this report, [[TracCloud_Report:_Appointments/Visits_Utilization\|click here.]]<br><br>

	* <b>2023-08-02: It's now possible to apply center searches to appointments in the Students Visits Cleanup Data report</b>		* <b>2023-08-02: It's now possible to apply center searches to appointments in the Students Visits Cleanup Data report</b>

Redrock at 23:52, 18 November 2024

2024-11-18T23:52:08Z

← Older revision		Revision as of 23:52, 18 November 2024
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	* <b>2023-08-15: Group rosters now have an "Add Multiple" utility to book appointments as a batch.</b>		* <b>2023-08-15: Group rosters now have an "Add Multiple" utility to book appointments as a batch.</b>
	::The new "Add Multiple" button is right next to the existing "Add Student" button in Group Rosters. More information on group availabilities and appointments in general [[~~TracCloudGuideBasicsSchedule~~\|can be found here]].		::The new "Add Multiple" button is right next to the existing "Add Student" button in Group Rosters. More information on group availabilities and appointments in general [[TracCloud:_Schedule_Management\|can be found here]].
	::[[File:1961752.png\|600px]]<br><br>		::[[File:1961752.png\|600px]]<br><br>

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	* <b>2023-08-28: Asynchronous availabilities can now be created as one-on-one time slots, and can be optional to give students the choice between In-Person/Online/Asynchronous.</b>		* <b>2023-08-28: Asynchronous availabilities can now be created as one-on-one time slots, and can be optional to give students the choice between In-Person/Online/Asynchronous.</b>
	::To enable asynchronous functionality, go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Check "Allow Availabilities to be Asynchronous" > Save</i>. [[~~TracCloudGuideBasicsSchedule~~\|More information on asynchronous availabilities can be found here.]]		::To enable asynchronous functionality, go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Check "Allow Availabilities to be Asynchronous" > Save</i>. [[TracCloud:_Schedule_Management\|More information on asynchronous availabilities can be found here.]]
	::[[File:8903075.png\|600px]]<br><br>		::[[File:8903075.png\|600px]]<br><br>

Redrock at 23:54, 15 November 2024

2024-11-15T23:54:12Z

← Older revision		Revision as of 23:54, 15 November 2024
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	::Previously (and still if you haven't modified this preference), availabilities will default to 1-on-1 during creation. It's now possible to change this default by going to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availability max students</i>. 0 = drop-in, 1 = one-on-one, 2+ = group, just like in the availabilities themselves.<br><br>		::Previously (and still if you haven't modified this preference), availabilities will default to 1-on-1 during creation. It's now possible to change this default by going to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availability max students</i>. 0 = drop-in, 1 = one-on-one, 2+ = group, just like in the availabilities themselves.<br><br>

	* <b>2023-08-11: The additional [[~~TracCloudGuideGlobalStudentFields~~\|custom tabs]] in student profiles can now be independently hidden for each [[TracCloudGuideProfileGroups\|permission group]]</b>		* <b>2023-08-11: The additional [[TracCloud:_Student_Entry_Choices\|custom tabs]] in student profiles can now be independently hidden for each [[TracCloudGuideProfileGroups\|permission group]]</b>
	::[[File:4425896.png\|600px]]<br><br>		::[[File:4425896.png\|600px]]<br><br>

Redrock at 18:33, 15 November 2023

2023-11-15T18:33:16Z

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Redrock at 20:54, 7 November 2023

2023-11-07T20:54:44Z

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	[[Category:~~TracCloud~~]]		[[Category:TracCloud_Blog]]

Redrock at 20:25, 6 November 2023

2023-11-06T20:25:02Z

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Redrock at 22:48, 5 September 2023

2023-09-05T22:48:17Z

← Older revision		Revision as of 22:48, 5 September 2023
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	::This option can be found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > Consecutive also means with same consultant</i>. If you used this feature previously, the default value for this field would be checked/enabled. Unchecking it means that students won't be able to book consecutive appointments at all, regardless of consultant.		::This option can be found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > Consecutive also means with same consultant</i>. If you used this feature previously, the default value for this field would be checked/enabled. Unchecking it means that students won't be able to book consecutive appointments at all, regardless of consultant.
	::[[File:8463787.png\|600px]]<br><br>		::[[File:8463787.png\|600px]]<br><br>

			* <b>2023-08-30: Edit your visit auto termination emails</b>
			::The default [[TracCloudGuideProfilePrefsLogEtc#Auto_Terminate_Visits_Longer_Than:\|auto termination]] emails can now be customized by going to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log Listing Message[...] > Auto Terminate Visits Longer Than.</i> You will find two emails, one for visits that are modified by the auto termination process (changing the duration) and another for deletions (if "Delete visits waiting" is checked).<br><br>

	* <b>2023-08-31: Override individual availabilities directly</b>		* <b>2023-08-31: Override individual availabilities directly</b>

Redrock at 21:35, 1 September 2023

2023-09-01T21:35:14Z

← Older revision		Revision as of 21:35, 1 September 2023
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	* <b>2023-08-31: Override individual availabilities directly</b>		* <b>2023-08-31: Override individual availabilities directly</b>
	::An appointment override is when there's a break in a repeating availability. For example, if you had an availability running from Monday to Friday, and you moved Wednesday forward an hour, that would make the Wednesday slot an overridden availability. It's now possible to immediately override an availability by hovering over it and clicking the {{#fas:minimize}} icon. This will allow you to edit that availability without affecting the rest of the series. This cannot be undone.		::An appointment override is when there's a break in a repeating availability. For example, if you had an availability running from Monday to Friday, and you moved Wednesday forward an hour, that would make the Wednesday slot an overridden availability. It's now possible to immediately override an availability by hovering over it and clicking the {{#fas:minimize}} icon. This will allow you to edit that availability without affecting the rest of the series. This cannot be undone.
	::[[File:9515945.png\|600px]]		::[[File:9515945.png\|600px]]<br><br>

			* <b>2023-08-31: Assigned Success Plans listing</b>
			::Similar to the SAGE referrals listing, registrations listing, etc, it's now possible to view a listing of all assigned [[TracCloudSuccessPlans\|Success plans]]. This can be enabled by going to Other > Other Options > Groups > [The group you want to modify] > Admin / Modules > Add "Assigned Success Plans" to Table Access > Save.

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Redrock: Created page with "{{TracCloudWhatsNewTABS}} {| style="width:100%; vertical-align:top; " | style="width:400px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudWhatsOldTOC}} | style="vertical-align:top; padding:20px 20px 20px 2px;" | {| style="width:100%; vertical-align:top; " 2023-08-31 | TracCloud features and changes from August 2023

There are some big changes to asynchronous availabilities and plenty of other notewo..."

2023-08-31T19:10:23Z

Created page with "{{TracCloudWhatsNewTABS}} {| style="width:100%; vertical-align:top; " | style="width:400px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudWhatsOldTOC}} | style="vertical-align:top; padding:20px 20px 20px 2px;" | {| style="width:100%; vertical-align:top; " <onlyinclude> 2023-08-31 | TracCloud features and changes from August 2023 There are some big changes to asynchronous availabilities and plenty of other notewo..."

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2023-08-31 | TracCloud features and changes from August 2023 

There are some big changes to asynchronous availabilities and plenty of other noteworthy additions in TracCloud for the month of August 2023. [[TracCloudChangelog|Our full changelog can be found here.]] 

* 2023-08-01: Subject/Course/Section search added to Appointments/Visits Utilization report
::For more information on this report, [[TracCloudReportsManagement02|click here.]] 

* 2023-08-02: It's now possible to apply center searches to appointments in the Students Visits Cleanup Data report
::[[TracCloudReportsManagement11|More information available here.]] 

* 2023-08-03: "Navigators" phrasing added to "Name for Consultants" preference
::[[TracCloudGuideProfileGeneral|More information.]] 

* 2023-08-07: It's now possible to override the linked advisor filter when changing a student's wait status
::This is only available to staff members on the [[TracCloudGuideBasicsVisits|log listing]]. Clicking "Show All" will display all advisors/consultants assigned to your center, instead of only the student's assigned advisor.
::[[File:5227442.png|500px]] 

* 2023-08-11: It's now possible to hide inactive students/registrations when creating SI Batch Visits
::This checkbox will appear directly underneath the "Notes" field.
::[[File:1749541.png|600px]] 

* 2023-08-11: Set a default value for availability max students
::Previously (and still if you haven't modified this preference), availabilities will default to 1-on-1 during creation. It's now possible to change this default by going to Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availability max students. 0 = drop-in, 1 = one-on-one, 2+ = group, just like in the availabilities themselves. 

* 2023-08-11: The additional [[TracCloudGuideGlobalStudentFields|custom tabs]] in student profiles can now be independently hidden for each [[TracCloudGuideProfileGroups|permission group]]
::[[File:4425896.png|600px]] 

* 2023-08-15: Group rosters now have an "Add Multiple" utility to book appointments as a batch.
::The new "Add Multiple" button is right next to the existing "Add Student" button in Group Rosters. More information on group availabilities and appointments in general [[TracCloudGuideBasicsSchedule|can be found here]].
::[[File:1961752.png|600px]] 

* 2023-08-16: The "Student Instructions Email" in Q2 Tables now supports twig tags
::More information on Q2 can be found [[TracCloudQ2|here]], and Twig [[TracCloudGuideProfilePrefsTwig|here]]. 

* 2023-08-17: Default profile emails
::If you haven't yet setup your TracCloud [[TracCloudGuideProfilePrefsEmails|profile emails]], you can now quickly load a basic default template to use by clicking the clipboard icon next to the email body. You can then modify this template further to match your needs, rather than starting from scratch.
::[[File:3022882.png|600px]] 

* 2023-08-25: Manually choose example records in email previews in profiles
::If you've modified your profile emails, you'll be familiar with the "Preview" button which retrieves the most recent record in the system and shows it as an example. It's now possible to choose a different appointment/visit record to use as an example by clicking the "Sequence #" button and entering the sequence number. More information on profile emails in general [[TracCloudGuideProfilePrefsEmails|can be found here.]]
::[[File:9904282.png|600px]] 

* 2023-08-25: There's a new option in Q2 to add a "Confirm" step when beginning a table visit with a student
::To enable this feature, go to Other > Q2 Tables: Configurations > [Your Q2 Config] > Check "Confirm Start Help on Initial Click" > Save.
::[[File:7067753.png|600px]] 

* 2023-08-28: Asynchronous availabilities can now be created as one-on-one time slots, and can be optional to give students the choice between In-Person/Online/Asynchronous.
::To enable asynchronous functionality, go to Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Check "Allow Availabilities to be Asynchronous" > Save. [[TracCloudGuideBasicsSchedule|More information on asynchronous availabilities can be found here.]]
::[[File:8903075.png|600px]] 

* 2023-08-30: It's now possible to distinguish between all appointments or with same consultant in consecutive appointment rules
::This option can be found in Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > Consecutive also means with same consultant. If you used this feature previously, the default value for this field would be checked/enabled. Unchecking it means that students won't be able to book consecutive appointments at all, regardless of consultant.
::[[File:8463787.png|600px]] 

* 2023-08-31: Override individual availabilities directly
::An appointment override is when there's a break in a repeating availability. For example, if you had an availability running from Monday to Friday, and you moved Wednesday forward an hour, that would make the Wednesday slot an overridden availability. It's now possible to immediately override an availability by hovering over it and clicking the {{#fas:minimize}} icon. This will allow you to edit that availability without affecting the rest of the series. This cannot be undone.
::[[File:9515945.png|600px]]


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