TracCloud: What's New for 2023-12 - Revision history

Redrock: Redrock moved page TracCloudWhatsNew2024-01-02 1 to TracCloud: What's New for 2023-12

2026-02-03T18:50:11Z

Redrock moved page TracCloud: What's New for 2023-12 to TracCloud: What's New for 2023-12

← Older revision	Revision as of 18:50, 3 February 2026
(No difference)

Redrock at 16:52, 20 November 2024

2024-11-20T16:52:34Z

← Older revision		Revision as of 16:52, 20 November 2024
Line 40:		Line 40:
	* An option to "Include Totals by Appointment Type" (i.e., drop-in, one-on-one, group) has been added to [[TracCloudReportsStudents06\|Visits by ??]] and [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]].<br><br>		* An option to "Include Totals by Appointment Type" (i.e., drop-in, one-on-one, group) has been added to [[TracCloudReportsStudents06\|Visits by ??]] and [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]].<br><br>

	* Consultant custom fields can now be included as additional fields in [[~~TracCloudReportsQ201~~\|Q2 Visits by ??]].<br><br>		* Consultant custom fields can now be included as additional fields in [[TracCloud_Report:_Q2_Visits_by_%3F%3F\|Q2 Visits by ??]].<br><br>

	<div class="line"></div>		<div class="line"></div>

Redrock at 15:37, 19 November 2024

2024-11-19T15:37:06Z

← Older revision		Revision as of 15:37, 19 November 2024
Line 34:		Line 34:
	* [[TracCloudReportsStudents03\|Students Visits/Appointments by ??]] has a new option to search for appointments that were <b>modified</b> in the selected date range rather than the date of the appointment itself. Additionally, another option was added to include deleted appointments in this report.<br><br>		* [[TracCloudReportsStudents03\|Students Visits/Appointments by ??]] has a new option to search for appointments that were <b>modified</b> in the selected date range rather than the date of the appointment itself. Additionally, another option was added to include deleted appointments in this report.<br><br>

	* [[~~TracCloudReportsSecurity02~~\|User Detail]] now has date range options, allowing you to search for staff records that were modified or logged in within the selected date range.<br><br>		* [[TracCloud_Report:_User_Detail\|User Detail]] now has date range options, allowing you to search for staff records that were modified or logged in within the selected date range.<br><br>

	* [[TracCloudReportsManagement03\|Center Schedule]] has new options to sort your data by up to 2 fields.<br><br>		* [[TracCloudReportsManagement03\|Center Schedule]] has new options to sort your data by up to 2 fields.<br><br>

Redrock at 23:22, 18 November 2024

2024-11-18T23:22:37Z

← Older revision		Revision as of 23:22, 18 November 2024
Line 38:		Line 38:
	* [[TracCloudReportsManagement03\|Center Schedule]] has new options to sort your data by up to 2 fields.<br><br>		* [[TracCloudReportsManagement03\|Center Schedule]] has new options to sort your data by up to 2 fields.<br><br>

	* An option to "Include Totals by Appointment Type" (i.e., drop-in, one-on-one, group) has been added to [[TracCloudReportsStudents06\|Visits by ??]] and [[~~TracCloudReportsStudents07~~\|Students Visits Summary]].<br><br>		* An option to "Include Totals by Appointment Type" (i.e., drop-in, one-on-one, group) has been added to [[TracCloudReportsStudents06\|Visits by ??]] and [[TracCloud_Report:_Students_Visits_Summary\|Students Visits Summary]].<br><br>

	* Consultant custom fields can now be included as additional fields in [[TracCloudReportsQ201\|Q2 Visits by ??]].<br><br>		* Consultant custom fields can now be included as additional fields in [[TracCloudReportsQ201\|Q2 Visits by ??]].<br><br>

Redrock at 18:55, 18 November 2024

2024-11-18T18:55:39Z

← Older revision		Revision as of 18:55, 18 November 2024
Line 13:		Line 13:
	<big>Visit Satisfaction</big><br>		<big>Visit Satisfaction</big><br>

	You can now ask for both student and consultant visit satisfaction on logout to see what both parties thought of their visit. This can be enabled in your [[~~TracCloudGuideProfilePrefsLogInOut~~\|Profile Log in/out preferences]]. These responses are only accessible to groups who have been provided access to these fields in the [[TracCloudGuideProfileGroups\|'Student / Visit' tab]]. Responses will be visible on the student listing and in reports such as [[TracCloudReportsStudents06\|Visits by ??]].		You can now ask for both student and consultant visit satisfaction on logout to see what both parties thought of their visit. This can be enabled in your [[TracCloud:_Log_In/Out_Preferences\|Profile Log in/out preferences]]. These responses are only accessible to groups who have been provided access to these fields in the [[TracCloudGuideProfileGroups\|'Student / Visit' tab]]. Responses will be visible on the student listing and in reports such as [[TracCloudReportsStudents06\|Visits by ??]].

	[[File:3044211.png\|500px]]<br><br>		[[File:3044211.png\|500px]]<br><br>

Redrock at 23:57, 5 January 2024

2024-01-05T23:57:33Z

← Older revision		Revision as of 23:57, 5 January 2024
Line 50:		Line 50:
	* Start dates/days can now be specified in [[TracCloudSuccessPlans\|Success Plan]] steps to prevent students from completing a step too early.<br><br>		* Start dates/days can now be specified in [[TracCloudSuccessPlans\|Success Plan]] steps to prevent students from completing a step too early.<br><br>

	* It's no longer possible to delete certain records if they are already linked to data. For example, a center ~~can not~~ be deleted if it contains visits, a group cannot be deleted if it contains staff, etc. This applies to Centers, Staff, Reasons, Groups, Courses, Sections, Students, Surveys, Referrals, Success Plans, Work Plans, and Resources.<br><br>		* It's no longer possible to delete certain records if they are already linked to data. For example, a center cannot be deleted if it contains visits, a group cannot be deleted if it contains staff, etc. This applies to Centers, Staff, Reasons, Groups, Courses, Sections, Students, Surveys, Referrals, Success Plans, Work Plans, and Resources.<br><br>

	* When adding notes from the appointment group roster screen, it's now possible to only add notes to selected appointments' visits.		* When adding notes from the appointment group roster screen, it's now possible to only add notes to selected appointments' visits.

Redrock at 18:41, 2 January 2024

2024-01-02T18:41:32Z

← Older revision		Revision as of 18:41, 2 January 2024
Line 15:		Line 15:
	You can now ask for both student and consultant visit satisfaction on logout to see what both parties thought of their visit. This can be enabled in your [[TracCloudGuideProfilePrefsLogInOut\|Profile Log in/out preferences]]. These responses are only accessible to groups who have been provided access to these fields in the [[TracCloudGuideProfileGroups\|'Student / Visit' tab]]. Responses will be visible on the student listing and in reports such as [[TracCloudReportsStudents06\|Visits by ??]].		You can now ask for both student and consultant visit satisfaction on logout to see what both parties thought of their visit. This can be enabled in your [[TracCloudGuideProfilePrefsLogInOut\|Profile Log in/out preferences]]. These responses are only accessible to groups who have been provided access to these fields in the [[TracCloudGuideProfileGroups\|'Student / Visit' tab]]. Responses will be visible on the student listing and in reports such as [[TracCloudReportsStudents06\|Visits by ??]].

	[[File:3044211.png\|~~700px~~]]<br><br>		[[File:3044211.png\|500px]]<br><br>

	<div class="line"></div>		<div class="line"></div>
Line 40:		Line 40:
	* An option to "Include Totals by Appointment Type" (i.e., drop-in, one-on-one, group) has been added to [[TracCloudReportsStudents06\|Visits by ??]] and [[TracCloudReportsStudents07\|Students Visits Summary]].<br><br>		* An option to "Include Totals by Appointment Type" (i.e., drop-in, one-on-one, group) has been added to [[TracCloudReportsStudents06\|Visits by ??]] and [[TracCloudReportsStudents07\|Students Visits Summary]].<br><br>

	* Consultant custom fields can now be included as additional fields in [[TracCloudReportsQ201\|Q2 Visits by ??]].<br>		* Consultant custom fields can now be included as additional fields in [[TracCloudReportsQ201\|Q2 Visits by ??]].<br><br>

	<div class="line"></div>		<div class="line"></div>

Redrock: Created page with "{{TracCloudWhatsNewTABS}}

{{TracCloudWhatsOldTOC}}
2024-01-02 | TracCloud features and changes from December 2023

Visit satisfaction questions, custom field icons, duplicating favorite reports, and more in TracCloud for the month of December 2023. Our full changelog can be found here.

V..."

2024-01-02T18:40:47Z

Created page with "{{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <div class="categoryExtraWide"> {{TracCloudWhatsOldTOC}} </div> <span style="font-size:20px"> <onlyinclude> <b>2024-01-02 | TracCloud features and changes from December 2023<br><br></b> Visit satisfaction questions, custom field icons, duplicating favorite reports, and more in TracCloud for the month of December 2023. Our full changelog can be found here.<br><br> <div class="line"></div> <big>V..."

New page

{{TracCloudWhatsNewTABS}}
<div class="tcWidgetPage">
<div class="categoryExtraWide">
{{TracCloudWhatsOldTOC}}
</div>
<span style="font-size:20px">
<onlyinclude>
<b>2024-01-02 | TracCloud features and changes from December 2023<br><br></b>

Visit satisfaction questions, custom field icons, duplicating favorite reports, and more in TracCloud for the month of December 2023. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>

<div class="line"></div>
<big>Visit Satisfaction</big><br>

You can now ask for both student and consultant visit satisfaction on logout to see what both parties thought of their visit. This can be enabled in your [[TracCloudGuideProfilePrefsLogInOut|Profile Log in/out preferences]]. These responses are only accessible to groups who have been provided access to these fields in the [[TracCloudGuideProfileGroups|'Student / Visit' tab]]. Responses will be visible on the student listing and in reports such as [[TracCloudReportsStudents06|Visits by ??]].

[[File:3044211.png|700px]]<br><br>

<div class="line"></div>
<big>Custom Field Icons</big><br>

There are two new custom field entry types that use icons instead of text, examples for both can be found in our [[TracCloudGuideGlobalCustom|custom fields]] documentation.

[[File:1749731.png|400px]]
[[File:3225406.png|400px]]

<div class="line"></div>
<big>Reports</big>

Favorite reports can now be duplicated using a copy button in Reports > Favorites. This will immediately take you to the "Edit Favorites" list so you can make further changes to the new report.

[[File:3008644.png|600px]]<br><br>

* [[TracCloudReportsStudents03|Students Visits/Appointments by ??]] has a new option to search for appointments that were <b>modified</b> in the selected date range rather than the date of the appointment itself. Additionally, another option was added to include deleted appointments in this report.<br><br>

* [[TracCloudReportsSecurity02|User Detail]] now has date range options, allowing you to search for staff records that were modified or logged in within the selected date range.<br><br>

* [[TracCloudReportsManagement03|Center Schedule]] has new options to sort your data by up to 2 fields.<br><br>

* An option to "Include Totals by Appointment Type" (i.e., drop-in, one-on-one, group) has been added to [[TracCloudReportsStudents06|Visits by ??]] and [[TracCloudReportsStudents07|Students Visits Summary]].<br><br>

* Consultant custom fields can now be included as additional fields in [[TracCloudReportsQ201|Q2 Visits by ??]].<br>

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

* [[TracCloudGuideGlobalLists|Watch list]] indicators can now be shown on the group roster view.
::[[File:6948413.png|400px]]<br><br>

* Start dates/days can now be specified in [[TracCloudSuccessPlans|Success Plan]] steps to prevent students from completing a step too early.<br><br>

* It's no longer possible to delete certain records if they are already linked to data. For example, a center can not be deleted if it contains visits, a group cannot be deleted if it contains staff, etc. This applies to Centers, Staff, Reasons, Groups, Courses, Sections, Students, Surveys, Referrals, Success Plans, Work Plans, and Resources.<br><br>

* When adding notes from the appointment group roster screen, it's now possible to only add notes to selected appointments' visits.

</span>
</onlyinclude>

[[Category:TracCloud_Blog]]
</div>