TracCloud: What's New for 2023-09 - Revision history

Redrock: Redrock moved page TracCloudWhatsNew2023-10-02 1 to TracCloud: What's New for 2023-09

2026-02-03T18:53:25Z

Redrock moved page TracCloud: What's New for 2023-09 to TracCloud: What's New for 2023-09

← Older revision	Revision as of 18:53, 3 February 2026
(No difference)

Redrock at 23:47, 22 November 2024

2024-11-22T23:47:50Z

← Older revision		Revision as of 23:47, 22 November 2024
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	* Students can now be given a utility to view their previously accepted [[~~TracCloudGuideListingsTerms~~\|terms and conditions]]. This can be enabled in <i>Other > Other Options > Preferences > System Preferences > General Appointment Settings > Check 'Allow students to view accepted Terms and Conditions on dashboard' > Save.</i><br><br>		* Students can now be given a utility to view their previously accepted [[TracCloud:_Terms_and_Conditions\|terms and conditions]]. This can be enabled in <i>Other > Other Options > Preferences > System Preferences > General Appointment Settings > Check 'Allow students to view accepted Terms and Conditions on dashboard' > Save.</i><br><br>

	* A new special search has been added to the students listing to find students who have searched for availabilities and found no results. The counter resets each time the student books an appointment, similar to the existing "SearchAvailsCounter" search. Both of these options can be quickly accessed by right-clicking the search bar and selecting them towards the bottom of the field list.		* A new special search has been added to the students listing to find students who have searched for availabilities and found no results. The counter resets each time the student books an appointment, similar to the existing "SearchAvailsCounter" search. Both of these options can be quickly accessed by right-clicking the search bar and selecting them towards the bottom of the field list.

Redrock at 22:54, 22 November 2024

2024-11-22T22:54:59Z

← Older revision		Revision as of 22:54, 22 November 2024
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	[[TracCloudGuideGlobalCustom\|Custom fields]] have now been added to [[TracCloudGuideBasicsVisits\|batch visits]], along with an option to hide each custom field on batch visits if needed. Batch codes specifically have also gained a couple new options, there's now a notes field so you can automatically add notes to visits records via batch codes. Additionally, a new "Handle Overlap Visits" option has been added for the batch code. This allows TracCloud to modify existing visits if they conflict with visits recorded with the batch code. Details on that can be found in our batch visits article here.<br><br>		[[TracCloudGuideGlobalCustom\|Custom fields]] have now been added to [[TracCloudGuideBasicsVisits\|batch visits]], along with an option to hide each custom field on batch visits if needed. Batch codes specifically have also gained a couple new options, there's now a notes field so you can automatically add notes to visits records via batch codes. Additionally, a new "Handle Overlap Visits" option has been added for the batch code. This allows TracCloud to modify existing visits if they conflict with visits recorded with the batch code. Details on that can be found in our batch visits article here.<br><br>

	A new [[~~TracCloudGuideProfilePrefsSchedule~~\|profile preference]] has also been added to control how early batch visit and drop-in ad-hoc QR codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than</i>. By default (blank), QR codes can be scanned to create visits at any point up to the expiration time.		A new [[TracCloud:_Scheduling_Preferences\|profile preference]] has also been added to control how early batch visit and drop-in ad-hoc QR codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than</i>. By default (blank), QR codes can be scanned to create visits at any point up to the expiration time.

	[[file:2817464.png\|700px]]		[[file:2817464.png\|700px]]
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	* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[TracCloud:_Staff_and_Consultants#Staff_Listing\|Staff Listing]].<br><br>		* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[TracCloud:_Staff_and_Consultants#Staff_Listing\|Staff Listing]].<br><br>

	* [[~~TracCloudGuideProfilePrefsSchedule~~#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>		* [[TracCloud:_Scheduling_Preferences#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>

	* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[TracCloud:_Payroll\|work visit login/logout]].<br><br>		* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[TracCloud:_Payroll\|work visit login/logout]].<br><br>

Redrock at 22:40, 22 November 2024

2024-11-22T22:40:20Z

← Older revision		Revision as of 22:40, 22 November 2024
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	* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>		* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>

	* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[~~TracCloudGuideBasicsPayroll~~\|work visit login/logout]].<br><br>		* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[TracCloud:_Payroll\|work visit login/logout]].<br><br>

	* It's now possible to collapse the student list columns in [[TracCloudQ2\|Q2]]. This can be especially useful on phones to quickly access the list of students you're currently helping.		* It's now possible to collapse the student list columns in [[TracCloudQ2\|Q2]]. This can be especially useful on phones to quickly access the list of students you're currently helping.

Redrock at 23:32, 18 November 2024

2024-11-18T23:32:02Z

← Older revision		Revision as of 23:32, 18 November 2024
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	* The [[TracCloudReportsManagement03\|Center Schedule report]] has a new option to show appointment statuses in results.<br><br>		* The [[TracCloudReportsManagement03\|Center Schedule report]] has a new option to show appointment statuses in results.<br><br>

	* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[~~TracCloudGuideProfileStaff~~#Staff_Listing\|Staff Listing]].<br><br>		* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[TracCloud:_Staff_and_Consultants#Staff_Listing\|Staff Listing]].<br><br>

	* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>		* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>

Redrock at 18:33, 15 November 2023

2023-11-15T18:33:25Z

← Older revision		Revision as of 18:33, 15 November 2023
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	{{TracCloudWhatsNewTABS}}		{{TracCloudWhatsNewTABS}}
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	<div class="categoryExtraWide">		<div class="categoryExtraWide">
	{{TracCloudWhatsOldTOC}}		{{TracCloudWhatsOldTOC}}
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	[[Category:TracCloud_Blog]]		[[Category:TracCloud_Blog]]
			</div>

Redrock at 20:54, 7 November 2023

2023-11-07T20:54:53Z

← Older revision		Revision as of 20:54, 7 November 2023
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	</onlyinclude>		</onlyinclude>

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

Redrock at 20:27, 6 November 2023

2023-11-06T20:27:30Z

← Older revision		Revision as of 20:27, 6 November 2023
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	{{TracCloudWhatsNewTABS}}		{{TracCloudWhatsNewTABS}}
	~~{\| style~~="~~width:100%; vertical-align:top;~~ "		<div class="categoryExtraWide">
	~~\| style="width:400px; vertical-align:top; padding:2px 15px 2px 2px;" \|~~ {{TracCloudWhatsOldTOC}}		{{TracCloudWhatsOldTOC}}
	~~\| style="vertical-align:top; padding:20px 20px 20px 2px;" \|~~		</div>
	~~{\| style="width:100%; vertical-align:top; "~~
	<span style="font-size:20px">		<span style="font-size:20px">
	<onlyinclude>		<onlyinclude>
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	New features for Batch Visits, Success Plans, and more in TracCloud for the month of September 2023. [[TracCloudChangelog\|Our full changelog can be found here.]] <br><br>		New features for Batch Visits, Success Plans, and more in TracCloud for the month of September 2023. [[TracCloudChangelog\|Our full changelog can be found here.]] <br><br>

	<hr>		<div class="line"></div>
	<big>Batch Visits</big><br>		<big>Batch Visits</big><br>

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	A new [[TracCloudGuideProfilePrefsSchedule\|profile preference]] has also been added to control how early batch visit and drop-in ad-hoc QR codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than</i>. By default (blank), QR codes can be scanned to create visits at any point up to the expiration time.		A new [[TracCloudGuideProfilePrefsSchedule\|profile preference]] has also been added to control how early batch visit and drop-in ad-hoc QR codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than</i>. By default (blank), QR codes can be scanned to create visits at any point up to the expiration time.

	[[file:2817464.png\|~~800px~~]]		[[file:2817464.png\|700px]]
	<hr>		<div class="line"></div>
	<big>Success Plans</big>		<big>Success Plans</big>

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	[[File:6825241.png\|600px]]<br><br>		[[File:6825241.png\|600px]]<br><br>

	<hr>		<div class="line"></div>
	<big>SAGE</big>		<big>SAGE</big>

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	</syntaxhighlight>		</syntaxhighlight>

	<hr>		<div class="line"></div>
	<big>Other Changes</big>		<big>Other Changes</big>

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	</span>		</span>
	</onlyinclude>		</onlyinclude>
	\|}
	[[Category:TracCloud]]		[[Category:TracCloud]]

Redrock at 23:54, 12 October 2023

2023-10-12T23:54:56Z

← Older revision		Revision as of 23:54, 12 October 2023
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	::[[File:2856030.png\|400px]]<br><br>		::[[File:2856030.png\|400px]]<br><br>

	* Students can now be given a utility to view their previously ~~excepted~~ [[TracCloudGuideListingsTerms\|terms and conditions]]. This can be enabled in <i>Other > Other Options > Preferences > System Preferences > General Appointment Settings > Check 'Allow students to view accepted Terms and Conditions on dashboard' > Save.</i><br><br>		* Students can now be given a utility to view their previously accepted [[TracCloudGuideListingsTerms\|terms and conditions]]. This can be enabled in <i>Other > Other Options > Preferences > System Preferences > General Appointment Settings > Check 'Allow students to view accepted Terms and Conditions on dashboard' > Save.</i><br><br>

	* A new special search has been added to the students listing to find students who have searched for availabilities and found no results. The counter resets each time the student books an appointment, similar to the existing "SearchAvailsCounter" search. Both of these options can be quickly accessed by right-clicking the search bar and selecting them towards the bottom of the field list.		* A new special search has been added to the students listing to find students who have searched for availabilities and found no results. The counter resets each time the student books an appointment, similar to the existing "SearchAvailsCounter" search. Both of these options can be quickly accessed by right-clicking the search bar and selecting them towards the bottom of the field list.

Redrock at 18:39, 2 October 2023

2023-10-02T18:39:18Z

← Older revision		Revision as of 18:39, 2 October 2023
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	<big>SAGE</big>		<big>SAGE</big>

	"Potential Actions" have been added to [[TracCloudSAGE\|SAGE]]. These actions can be created in your referral type and added to student referrals as needed. This allows you to record when certain events occurred, along with notes. ~~These~~ can be added to SAGE referral reports as well.		"Potential Actions" have been added to [[TracCloudSAGE\|SAGE]]. These actions can be created in your referral type and added to student referrals as needed. This allows you to record when certain events occurred, along with notes. Each action can prompt additional emails, and can be added to SAGE referral reports as well.

	[[File:7359906.png\|400px]]		[[File:7359906.png\|400px]]

← Older revision		Revision as of 22:54, 22 November 2024
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	[[TracCloudGuideGlobalCustom\|Custom fields]] have now been added to [[TracCloudGuideBasicsVisits\|batch visits]], along with an option to hide each custom field on batch visits if needed. Batch codes specifically have also gained a couple new options, there's now a notes field so you can automatically add notes to visits records via batch codes. Additionally, a new "Handle Overlap Visits" option has been added for the batch code. This allows TracCloud to modify existing visits if they conflict with visits recorded with the batch code. Details on that can be found in our batch visits article here.<br><br>		[[TracCloudGuideGlobalCustom\|Custom fields]] have now been added to [[TracCloudGuideBasicsVisits\|batch visits]], along with an option to hide each custom field on batch visits if needed. Batch codes specifically have also gained a couple new options, there's now a notes field so you can automatically add notes to visits records via batch codes. Additionally, a new "Handle Overlap Visits" option has been added for the batch code. This allows TracCloud to modify existing visits if they conflict with visits recorded with the batch code. Details on that can be found in our batch visits article here.<br><br>

	A new [[~~TracCloudGuideProfilePrefsSchedule~~\|profile preference]] has also been added to control how early batch visit and drop-in ad-hoc QR codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than</i>. By default (blank), QR codes can be scanned to create visits at any point up to the expiration time.		A new [[TracCloud:_Scheduling_Preferences\|profile preference]] has also been added to control how early batch visit and drop-in ad-hoc QR codes can be used. <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > QR Codes active no sooner than</i>. By default (blank), QR codes can be scanned to create visits at any point up to the expiration time.

	[[file:2817464.png\|700px]]		[[file:2817464.png\|700px]]
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	* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[TracCloud:_Staff_and_Consultants#Staff_Listing\|Staff Listing]].<br><br>		* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[TracCloud:_Staff_and_Consultants#Staff_Listing\|Staff Listing]].<br><br>

	* [[~~TracCloudGuideProfilePrefsSchedule~~#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>		* [[TracCloud:_Scheduling_Preferences#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>

	* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[TracCloud:_Payroll\|work visit login/logout]].<br><br>		* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[TracCloud:_Payroll\|work visit login/logout]].<br><br>

← Older revision		Revision as of 22:40, 22 November 2024
Line 62:		Line 62:
	* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>		* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>

	* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[~~TracCloudGuideBasicsPayroll~~\|work visit login/logout]].<br><br>		* A new option has been added to [[TracCloudGuideProfileCenters\|centers]] that allows you to hide individual centers during [[TracCloud:_Payroll\|work visit login/logout]].<br><br>

	* It's now possible to collapse the student list columns in [[TracCloudQ2\|Q2]]. This can be especially useful on phones to quickly access the list of students you're currently helping.		* It's now possible to collapse the student list columns in [[TracCloudQ2\|Q2]]. This can be especially useful on phones to quickly access the list of students you're currently helping.

← Older revision		Revision as of 23:32, 18 November 2024
Line 58:		Line 58:
	* The [[TracCloudReportsManagement03\|Center Schedule report]] has a new option to show appointment statuses in results.<br><br>		* The [[TracCloudReportsManagement03\|Center Schedule report]] has a new option to show appointment statuses in results.<br><br>

	* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[~~TracCloudGuideProfileStaff~~#Staff_Listing\|Staff Listing]].<br><br>		* It's possible to search by full name on more listings. You can now search for a student's full name as "Last, First" on the [[TracCloudGuideListingsVisits\|Attendance Listing]], a student's full name as "First M. Last" on the [[TracCloudGuideListingsStudents\|Student Listing]] (or just 'First Last" if you aren't importing middle name), and a staff member's full name as "First Last" on the [[TracCloud:_Staff_and_Consultants#Staff_Listing\|Staff Listing]].<br><br>

	* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>		* [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks\|Max Appointment Rules]] can now be created to limit appointments of the same "Section" in addition to "Same Subject."<br><br>