TracCloud: What's New for 2026-04 - Revision history

Redrock at 23:08, 1 May 2026

2026-05-01T23:08:40Z

← Older revision		Revision as of 23:08, 1 May 2026
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	* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance\|Class Attendance]] report to quickly jump to the student listing, filtered by the report results.<br>		* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance\|Class Attendance]] report to quickly jump to the student listing, filtered by the report results.<br>
	* An "Additional Fields" option has been added to the [[TracCloud_Report:_Outstanding_Appointment_Requests\|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields\|custom fields]] to be added to the report results.<br>		* An "Additional Fields" option has been added to the [[TracCloud_Report:_Outstanding_Appointment_Requests\|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields\|custom fields]] to be added to the report results.<br>
	* # (not), \| (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits\|Referrals by Student and Appointments/~~Viists~~]] reports.		* # (not), \| (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits\|Referrals by Student and Appointments/Visits]] reports.
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Redrock at 19:53, 1 May 2026

2026-05-01T19:53:59Z

← Older revision		Revision as of 19:53, 1 May 2026
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	<div class="pageTitle">TracCloud features and changes from April ~~2025~~</div>		<div class="pageTitle">TracCloud features and changes from April 2026</div>

	<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div>		<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div>

Redrock at 18:47, 1 May 2026

2026-05-01T18:47:34Z

← Older revision		Revision as of 18:47, 1 May 2026
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	~~{{WIP}}~~
	{{TracCloudWhatsNewTABS}}		{{TracCloudWhatsNewTABS}}
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	<big>Appointment Invites</big><br>		<big>Appointment Invites</big><br>
	:TracCloud's new [[TracCloud:_Appointment_Invites\|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments, ~~the availabilities shown from that invite filtered based on what the invite allows~~. This feature is primarily designed for testing and proctoring centers, but can be used for other ~~centers too~~. [[TracCloud:_Appointment_Invites\|More information on this feature can be found in its dedicated article here.]]		:TracCloud's new [[TracCloud:_Appointment_Invites\|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments. The invite can be configured to only show availabilities for a certain duration, reason, section, etc. This feature is primarily designed for testing and proctoring centers, but can also be used for any other center type. [[TracCloud:_Appointment_Invites\|More information on this feature can be found in its dedicated article here.]]

	:[[File:215241.png\|700px]]<br>		:[[File:215241.png\|700px]]<br>
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	<div class="newsContent">		<div class="newsContent">
	<big>Success/Work Plan Step Reports</big><br>		<big>Success/Work Plan Step Reports</big><br>
	:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps\|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps\|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans\|Success Plans]] and [[TracCloud:_Work_Plans\|Work Plans]], as shown below.		:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps\|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps\|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans\|Success Plans]] and [[TracCloud:_Work_Plans\|Work Plans]], as shown below. This is in addition to the regular Success/Work Plan report which shows the overall plans and all steps in each.

	:[[File:137916.png\|600px]]<br><br>		:[[File:137916.png\|600px]]<br><br>
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	<b>Other Report Changes</b>		<b>Other Report Changes</b>
	* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance\|Class Attendance]] report to quickly jump to the student listing, filtered by the report results.<br>		* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance\|Class Attendance]] report to quickly jump to the student listing, filtered by the report results.<br>
	* "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests\|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields\|custom fields]] to be added to the report results.<br>		* An "Additional Fields" option has been added to the [[TracCloud_Report:_Outstanding_Appointment_Requests\|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields\|custom fields]] to be added to the report results.<br>
	* # (not), \| (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits\|Referrals by Student and Appointments/Viists]] reports.		* # (not), \| (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits\|Referrals by Student and Appointments/Viists]] reports.
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	<div class="newsContent">		<div class="newsContent">
	* Students can now be batch enrolled in [[TracCloud:_Workshops\|Workshops]] based on their enrollment ~~in the workshop section~~, similar to [[TracCloud:_Recording_Visits\|SI Batch Visit]].<br>		* Students can now be batch enrolled in [[TracCloud:_Workshops\|Workshops]] based on their section enrollment, similar to [[TracCloud:_Recording_Visits\|SI Batch Visit]].<br>
	* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants\|consultants]].<br>		* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants\|consultants]] with a new field in consultant accounts.<br>
	* Several fields in the [[TracCloud:_Students_Listing\|Student Listing]] ~~field list~~ have been grouped together to make it easier to find the field you're looking for.<br>		* Several search fields on the [[TracCloud:_Students_Listing\|Student Listing]] have been grouped together to make it easier to find the field you're looking for.<br>
	* Twig support has been added ~~for the question text field in~~ [[TracCloud:_SurveyTrac\|SurveyTrac]]~~.<br>~~		* Twig support has been added to [[TracCloud:_SurveyTrac\|SurveyTrac]] questions, so you can reference the student, visit, etc within the question.<br>
	* Linked consultant in [[TracCloud:_SAGE\|SAGE referrals]] can ~~now be manually set to blank~~.<br>
	* Completed actions in [[TracCloud:_SAGE\|SAGE referrals]] are now shown on the Processed/Resolved screen.<br>		* Completed actions in [[TracCloud:_SAGE\|SAGE referrals]] are now shown on the Processed/Resolved screen.<br>
	* [[TracCloud:_Prospective_Students\|Prospective]] student account creation can now be restricted to only email or only ~~SMS sign-ups~~ in [[TracCloud:_Log_In/Out_Preferences\|Log In/Out]] prefs.<br>		* [[TracCloud:_Prospective_Students\|Prospective]] student account creation can now be restricted to only by email or only by phone in [[TracCloud:_Log_In/Out_Preferences\|Log In/Out]] prefs.<br>
	* More label/text overrides are now available for [[TracCloud:_Prospective_Students\|Prospective]] ~~sign-up~~ in [[TracCloud:_Log_In/Out_Preferences\|Log In/Out]] prefs.<br>		* More label/text overrides are now available for [[TracCloud:_Prospective_Students\|Prospective]] account creation in [[TracCloud:_Log_In/Out_Preferences\|Log In/Out]] prefs.<br>
	* When selecting a student in [[TracCloud:_Recording_Visits\|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name.<br>		* When selecting a student in [[TracCloud:_Recording_Visits\|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name.<br>
	* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing\|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc.		* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing\|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc.<br>
			* Linked consultant in [[TracCloud:_SAGE\|SAGE referrals]] can now be manually set to blank.
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	<hr>		<hr>
	<div style="text-align: center">[[TracCloudChangelog\|Our full changelog can be found here.]]</div>		<div style="text-align: center">[[TracCloudChangelog\|Our full changelog can be found here.]]</div>
	~~<!--~~[[Category:TracCloud_Blog]]~~-->~~		[[Category:TracCloud_Blog]]
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Redrock at 18:40, 1 May 2026

2026-05-01T18:40:11Z

← Older revision		Revision as of 18:40, 1 May 2026
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			* Students can now be batch enrolled in [[TracCloud:_Workshops\|Workshops]] based on their enrollment in the workshop section, similar to [[TracCloud:_Recording_Visits\|SI Batch Visit]].<br>
	* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants\|consultants]].<br>		* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants\|consultants]].<br>
	* Several fields in the [[TracCloud:_Students_Listing\|Student Listing]] field list have been grouped together to make it easier to find the field you're looking for.<br>		* Several fields in the [[TracCloud:_Students_Listing\|Student Listing]] field list have been grouped together to make it easier to find the field you're looking for.<br>

Redrock at 18:19, 1 May 2026

2026-05-01T18:19:15Z

← Older revision		Revision as of 18:19, 1 May 2026
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	<div class="newsCategory">		<div class="newsCategory">
	<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> ~~Appointment Invites~~</span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New Feature!</span></span>
	</div>		</div>
	<div class="newsContent">		<div class="newsContent">
	<big>~~Send~~ </big><br>		<big>Appointment Invites</big><br>
	:TracCloud's new [[TracCloud:_Appointment_Invites\|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments ~~through TracCloud~~, ~~where students can find~~ availabilities ~~according to~~ what ~~their~~ invite allows. This feature is primarily designed for testing centers, but can be used for other centers too. ~~This article explains how you can configure and use~~ this feature.		:TracCloud's new [[TracCloud:_Appointment_Invites\|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments, the availabilities shown from that invite filtered based on what the invite allows. This feature is primarily designed for testing and proctoring centers, but can be used for other centers too. [[TracCloud:_Appointment_Invites\|More information on this feature can be found in its dedicated article here.]]

	:[[File:.png\|700px]]<br>		:[[File:215241.png\|700px]]<br>
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	<div class="newsContent">		<div class="newsContent">
	<big>Success/Work Plan Step Reports</big><br>		<big>Success/Work Plan Step Reports</big><br>
	:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps\|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps\|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans\|Success Plans]] and [[TracCloud:_Work_Plans\|Work Plans]].		:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps\|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps\|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans\|Success Plans]] and [[TracCloud:_Work_Plans\|Work Plans]], as shown below.

	:[[File:137916.png\|600px]]<br><br>		:[[File:137916.png\|600px]]<br><br>

	<b>Other Report Changes</b>		<b>Other Report Changes</b>
	* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance\|Class Attendance]] report to ~~be taken~~ to the student listing.<br>		* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance\|Class Attendance]] report to quickly jump to the student listing, filtered by the report results.<br>
	* "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests\|Outstanding Appointment Requests report]], allowing ~~appt~~ request custom fields to be added to the report results.<br>		* "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests\|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields\|custom fields]] to be added to the report results.<br>
	* # (not), \| (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits\|Referrals by Student and Appointments/Viists]] reports.		* # (not), \| (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F\|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits\|Referrals by Student and Appointments/Viists]] reports.
	</div>		</div>

Redrock: Created page with "{{WIP}} {{TracCloudWhatsNewTABS}}

TracCloud features and changes from April 2025

Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.

{{#fas:calendar}} New! Appointment Inv..."

2026-05-01T17:55:03Z

Created page with "{{WIP}} {{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <onlyinclude> <div class="pageTitle">TracCloud features and changes from April 2025</div> <div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div> <hr> <div class="newsBlock"> <div class="newsCategory"> <span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> Appointment Inv..."

New page

{{WIP}}
{{TracCloudWhatsNewTABS}}
<div class="tcWidgetPage">
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from April 2025</div>

<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> Appointment Invites</span>
</div>
<div class="newsContent">
<big>Send </big><br>
:TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments through TracCloud, where students can find availabilities according to what their invite allows. This feature is primarily designed for testing centers, but can be used for other centers too. This article explains how you can configure and use this feature.

:[[File:.png|700px]]<br>
</div>
</div>
<br>
<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:chart-bar}} New Reports</span>
</div>
<div class="newsContent">
<big>Success/Work Plan Step Reports</big><br>
:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]].

:[[File:137916.png|600px]]<br><br>

<b>Other Report Changes</b>
* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to be taken to the student listing.<br>
* "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing appt request custom fields to be added to the report results.<br>
* # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Viists]] reports.
</div>
</div>
<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} Additional Changes</span>
</div>
<div class="newsContent">
* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants|consultants]].<br>
* Several fields in the [[TracCloud:_Students_Listing|Student Listing]] field list have been grouped together to make it easier to find the field you're looking for.<br>
* Twig support has been added for the question text field in [[TracCloud:_SurveyTrac|SurveyTrac]].<br>
* Linked consultant in [[TracCloud:_SAGE|SAGE referrals]] can now be manually set to blank.<br>
* Completed actions in [[TracCloud:_SAGE|SAGE referrals]] are now shown on the Processed/Resolved screen.<br>
* [[TracCloud:_Prospective_Students|Prospective]] student account creation can now be restricted to only email or only SMS sign-ups in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs.<br>
* More label/text overrides are now available for [[TracCloud:_Prospective_Students|Prospective]] sign-up in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs.<br>
* When selecting a student in [[TracCloud:_Recording_Visits|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name.<br>
* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc.
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>

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