TracCloud: What's New for 2026-05 - Revision history

Redrock at 17:17, 2 June 2026

2026-06-02T17:17:59Z

← Older revision		Revision as of 17:17, 2 June 2026
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	* Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in [[TracCloud:_Advanced_Preferences\|advanced preferences]].		* Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in [[TracCloud:_Advanced_Preferences\|advanced preferences]].
	* New custom field types: "Date field" and "Date/time field" which provide a date (and time) picker rather than requiring users type in a date manually.		* New custom field types: "Date field" and "Date/time field" which provide a date (and time) picker rather than requiring users type in a date manually.
	* The [[TracCloud:_Students_Listing\|student listing]] right-click menu now groups ~~custom~~ fields by location ~~(and custom field group if present)~~ to better organize the field list~~. Additionally, related standard student fields are also grouped together~~, such as ID, Other_ID, Other_ID2, etc now being grouped under "ID."		* The [[TracCloud:_Students_Listing\|student listing]] right-click menu now groups fields by location to better organize the field list, such as ID, Other_ID, Other_ID2, etc now being grouped under "ID."
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Redrock at 21:01, 1 June 2026

2026-06-01T21:01:22Z

← Older revision		Revision as of 21:01, 1 June 2026
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	* Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in [[TracCloud:_Advanced_Preferences\|advanced preferences]].		* Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in [[TracCloud:_Advanced_Preferences\|advanced preferences]].
	* New custom field types: "Date field" and "Date/time field" which provide a date (and time) picker rather than requiring users type in a date manually.		* New custom field types: "Date field" and "Date/time field" which provide a date (and time) picker rather than requiring users type in a date manually.
	* The [[TracCloud:_Students_Listing\|student listing]] right-click menu now groups custom fields by location (and custom field group if present) to better organize the field list.		* The [[TracCloud:_Students_Listing\|student listing]] right-click menu now groups custom fields by location (and custom field group if present) to better organize the field list. Additionally, related standard student fields are also grouped together, such as ID, Other_ID, Other_ID2, etc now being grouped under "ID."
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Redrock at 20:57, 1 June 2026

2026-06-01T20:57:26Z

← Older revision		Revision as of 20:57, 1 June 2026
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	* New "Initiated Via" option: "~~Email after~~ # of visits" will ~~send~~ the survey for every visit up to the number specified during the survey period. E.g., the first 3 visits during the semester.		* New "Initiated Via" option: "Show at exit for first # of visits" will display the survey for every visit up to the number specified during the survey period. E.g., the first 3 visits during the semester.
	* The [[TracCloud_Report:_Survey_Responses\|Survey Responses]] report can now be configured to only include the answers to certain questions.		* The [[TracCloud_Report:_Survey_Responses\|Survey Responses]] report can now be configured to only include the answers to certain questions.
	* Surveys can now be sent for work visits.		* Surveys can now be sent for work visits.

Redrock at 20:11, 1 June 2026

2026-06-01T20:11:08Z

← Older revision		Revision as of 20:11, 1 June 2026
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	* An option to create visits for concluded asynchronous appointments has been added in [[TracCloud:_Scheduling_Preferences\|Other Schedule Options]].		* An option to create visits for concluded asynchronous appointments has been added in [[TracCloud:_Scheduling_Preferences\|Other Schedule Options]].
	* The location search box on the staff schedule now supports searching for multiple comma-delimited values. E.g., Room 1,Room 2.		* The location search box on the staff schedule now supports searching for multiple comma-delimited values. E.g., Room 1,Room 2.
	* The search box above also ~~now~~ supports searching for consultant name.		* The search box above now also supports searching for consultant name.
	* The right-click field list on various listings now has a search box to allow filtering for the field you want to search by.		* The right-click field list on various listings now has a search box to allow filtering for the field you want to search by.
	* [[TracCloud_Report:_Heatmap_Generator\|Heatmap Generator]] cell limit increased from 7000 to 20000.		* [[TracCloud_Report:_Heatmap_Generator\|Heatmap Generator]] cell limit increased from 7000 to 20000.

Redrock at 20:10, 1 June 2026

2026-06-01T20:10:44Z

← Older revision		Revision as of 20:10, 1 June 2026
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	~~<br>~~
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Redrock at 19:34, 1 June 2026

2026-06-01T19:34:44Z

← Older revision		Revision as of 19:34, 1 June 2026
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	~~{{WIP}}~~
	{{TracCloudWhatsNewTABS}}		{{TracCloudWhatsNewTABS}}
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	<div class="newsBlock">		<div class="newsBlock">
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	<span style="font-size: 19px; font-weight: bold;">{{#fas:~~calendar~~}} <span style="color:green">New Feature!</span></span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:file}} <span style="color:green">New Feature!</span></span>
	</div>		</div>
	<div class="newsContent">		<div class="newsContent">
	<big>Case Management</big><br>		<big><b>Case Management</b></big><br>
	:TracCloud's [[TracCloud:_Case_Management\|Case Management]] feature allows for quick and effective tracking of user-submitted incidents, maintenance requests, concerns, and more. Different case types and subtypes can be used to ask the right questions during and after submission to ensure your team has all the information you need for the case at hand. Cases can be submitted by students, staff, faculty, or anonymously depending on the case type configuration.		:TracCloud's [[TracCloud:_Case_Management\|Case Management]] feature allows for quick and effective tracking of user-submitted incidents, maintenance requests, concerns, and more. Different case types and subtypes can be used to ask the right questions during and after submission to ensure your team has all the information you need for the case at hand. Cases can be submitted by students, staff, faculty, or anonymously depending on the case type configuration.

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	<big>Dissertation Scheduling</big><br>		<big><b>Dissertation Scheduling</b></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. This is in addition to the regular Success/Work Plan report which shows the overall plans and all steps in each.~~		:The Dissertation Scheduling feature allows faculty to join existing student appointments for programs other than their own. Faculty will see a view similar to the example below, but this can be customized for your instance. A program custom field will need to be created in both the appointment record and the faculty record to manage this linkage.

			:From the provided list of appointments, a faculty member will click the one they wish to join. This will send them a confirmation email and will link that appointment to them so that other faculty won't see it in their results.

			:[[File:510532.png\|600px]]<br>

	:[[~~File~~:~~137916.png~~\|~~600px~~]]~~<br><br>~~		:[[TracCloud:_Dissertation_Scheduling\|More information about this new feature can be found in its own dedicated article here]]. For pricing information, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com].

	~~<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>
	* 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/Visits]] reports.
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	<div class="newsBlock">		<div class="newsBlock">
	<div class="newsCategory">		<div class="newsCategory">
	<span style="font-size: 19px; font-weight: bold;">{{#fas:~~circle~~-~~info~~}} [[TracCloud:_SAGE\|SAGE]] ~~Changes~~</span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:user-group}} [[TracCloud:_SAGE\|SAGE Referrals]]</span>
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	* New "Roster Instructions" field that allows adding custom instructions to the roster referral screen.		* New "Roster Instructions" field that allows adding custom instructions to the roster referral screen.
	* The "Submit Referral" button can now be renamed for each referral type.		* The "Submit Referral" button can now be renamed for each referral type.
	* Reason and Recommendation labels can now be renamed for each referral type.		* The Reason and Recommendation labels can now be renamed for each referral type.
	* "Affect all selected and shown" checkbox can now be disabled for each referral type.		* The "Affect all selected and shown" checkbox can now be disabled for each referral type.
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	<div class="newsBlock">		<div class="newsBlock">
	<div class="newsCategory">		<div class="newsCategory">
	<span style="font-size: 19px; font-weight: bold;">{{#fas:~~circle-info~~}} [[TracCloud:_Permission_Groups\|Permission Groups]]</span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:lock}} [[TracCloud:_Permission_Groups\|Permission Groups]]</span>
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	<span style="font-size: 19px; font-weight: bold;">{{#fas:~~circle-info~~}} [[TracCloud:_Appointment_Invites\|Appointment Invites]]</span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} [[TracCloud:_Appointment_Invites\|Appointment Invites]]</span>
	</div>		</div>
	<div class="newsContent">		<div class="newsContent">
	* ~~Duration rules~~ now ~~also allow for rules that~~ send ~~the invite~~ a certain number of days earlier ~~for certain students~~ and ~~exams~~.		* Rules can now be created to send invites a certain number of days earlier depending on the student list and exam.
	* Invites sent by faculty can optionally require approval from staff before any emails send.		* Invites sent by faculty can optionally require approval from staff before any emails send.
	* The email subject can now be changed.		* The invite email subject can now be changed.
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	<div class="newsBlock">		<div class="newsBlock">
	<div class="newsCategory">		<div class="newsCategory">
	<span style="font-size: 19px; font-weight: bold;">{{#fas:~~circle~~-~~info~~}} [[TracCloud:_SurveyTrac\|SurveyTrac]]</span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:square-poll-horizontal}} [[TracCloud:_SurveyTrac\|SurveyTrac]]</span>
	</div>		</div>
	<div class="newsContent">		<div class="newsContent">
	* New "Initiated Via" option: "Email after # of visits" will send the survey for ~~multiple visits~~ to the number specified during the survey period. E.g., the first 3 visits during the semester.		* New "Initiated Via" option: "Email after # of visits" will send the survey for every visit up to the number specified during the survey period. E.g., the first 3 visits during the semester.
	* The [[TracCloud_Report:_Survey_Responses\|Survey Responses]] report can now be configured to only include the answers to certain questions.		* The [[TracCloud_Report:_Survey_Responses\|Survey Responses]] report can now be configured to only include the answers to certain questions.
	* Surveys can now be sent for work visits.		* Surveys can now be sent for work visits.
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	<div class="newsBlock">		<div class="newsBlock">
	<div class="newsCategory">		<div class="newsCategory">
	<span style="font-size: 19px; font-weight: bold;">{{#fas:~~circle-info~~}} [[TracCloud:_Custom_Fields\|Custom Fields]]</span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:database}} [[TracCloud:_Custom_Fields\|Custom Fields]]</span>
	</div>		</div>
	<div class="newsContent">		<div class="newsContent">
	* You can now create an [[TracCloud:_Custom_Fields\|~~aliased~~ custom field]] in visits and custom forms, ~~that~~ allows updating a source custom field in student ~~accounts~~.		* You can now create an [[TracCloud:_Custom_Fields\|alias custom field]] in visits and custom forms, which allows updating a source custom field in a student account while keeping a copy of the current value in the visit or form.
	* Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in [[TracCloud:_Advanced_Preferences\|advanced preferences]].		* Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in [[TracCloud:_Advanced_Preferences\|advanced preferences]].
	* New custom field types: "Date field" and "Date/time field"		* New custom field types: "Date field" and "Date/time field" which provide a date (and time) picker rather than requiring users type in a date manually.
	* The [[TracCloud:_Students_Listing\|~~Student Listing~~]] right-click menu now groups custom fields by location (and custom field group if present) to better organize the field list.		* The [[TracCloud:_Students_Listing\|student listing]] right-click menu now groups custom fields by location (and custom field group if present) to better organize the field list.
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	<span style="font-size: 19px; font-weight: bold;">{{#fas:~~circle-info~~}} [[TracCloud:_Resources\|Resources]]</span>		<span style="font-size: 19px; font-weight: bold;">{{#fas:book}} [[TracCloud:_Resources\|Resources]]</span>
	</div>		</div>
	<div class="newsContent">		<div class="newsContent">
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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]]
	</div>		</div>

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

TracCloud features and changes from May 2026

Case management, dissertation scheduling, new custom field types, new reports, and more in TracCloud for the month of May 2026.

{{#fas:calendar}} New Feature!<..."

2026-06-01T18:05:18Z

Created page with "{{WIP}} {{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <onlyinclude> <div class="pageTitle">TracCloud features and changes from May 2026</div> <div class='center'>Case management, dissertation scheduling, new custom field types, new reports, and more in TracCloud for the month of May 2026.</div> <hr> <div class="newsBlock"> <div class="newsCategory"> <span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New Feature!</span><..."

New page

{{WIP}}
{{TracCloudWhatsNewTABS}}
<div class="tcWidgetPage">
<onlyinclude>
<div class="pageTitle">TracCloud features and changes from May 2026</div>

<div class='center'>Case management, dissertation scheduling, new custom field types, new reports, and more in TracCloud for the month of May 2026.</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New Feature!</span></span>
</div>
<div class="newsContent">
<big>Case Management</big><br>
:TracCloud's [[TracCloud:_Case_Management|Case Management]] feature allows for quick and effective tracking of user-submitted incidents, maintenance requests, concerns, and more. Different case types and subtypes can be used to ask the right questions during and after submission to ensure your team has all the information you need for the case at hand. Cases can be submitted by students, staff, faculty, or anonymously depending on the case type configuration.

:The overall structure of case management can be seen below. The Case is the overall incident, request, or referral which contains Activity Reports that represent actions or follow-ups within the case.

:[[File:856170.png|700px]]<br>

:[[TracCloud:_Case_Management|More information about this new feature can be found in its own dedicated article here]]. For pricing information, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com].
</div>
</div>
<br>
<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New Feature!</span></span>
</div>
<div class="newsContent">
<big>Dissertation Scheduling</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. 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>

<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>
* 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/Visits]] reports.
</div>
</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} [[TracCloud:_SAGE|SAGE]] Changes</span>
</div>
<div class="newsContent">
* Twig support added to the 'From' email address in SAGE emails.
* New "Roster Instructions" field that allows adding custom instructions to the roster referral screen.
* The "Submit Referral" button can now be renamed for each referral type.
* Reason and Recommendation labels can now be renamed for each referral type.
* "Affect all selected and shown" checkbox can now be disabled for each referral type.
</div>
</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} [[TracCloud:_Permission_Groups|Permission Groups]]</span>
</div>
<div class="newsContent">
* New restriction: Prevent users from deleting appointments.
* New restrictions: Prevent users from creating availabilities by modality (Online, Async, Phone)
* New restriction: You can now block a group of consultants from using asynchronous messages (also applies to students who book with them).
* You can now limit consultant groups to not have access to other consultants' linked custom kiosks.
</div>
</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} [[TracCloud:_Appointment_Invites|Appointment Invites]]</span>
</div>
<div class="newsContent">
* Duration rules now also allow for rules that send the invite a certain number of days earlier for certain students and exams.
* Invites sent by faculty can optionally require approval from staff before any emails send.
* The email subject can now be changed.
</div>
</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} [[TracCloud:_SurveyTrac|SurveyTrac]]</span>
</div>
<div class="newsContent">
* New "Initiated Via" option: "Email after # of visits" will send the survey for multiple visits to the number specified during the survey period. E.g., the first 3 visits during the semester.
* The [[TracCloud_Report:_Survey_Responses|Survey Responses]] report can now be configured to only include the answers to certain questions.
* Surveys can now be sent for work visits.
</div>
</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} [[TracCloud:_Custom_Fields|Custom Fields]]</span>
</div>
<div class="newsContent">
* You can now create an [[TracCloud:_Custom_Fields|aliased custom field]] in visits and custom forms, that allows updating a source custom field in student accounts.
* Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in [[TracCloud:_Advanced_Preferences|advanced preferences]].
* New custom field types: "Date field" and "Date/time field"
* The [[TracCloud:_Students_Listing|Student Listing]] right-click menu now groups custom fields by location (and custom field group if present) to better organize the field list.
</div>
</div>

<hr>
<div class="newsBlock">
<div class="newsCategory">
<span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} [[TracCloud:_Resources|Resources]]</span>
</div>
<div class="newsContent">
* You can now track availability of resources by type and sub-type, including automated alerts upon low or high inventory of a particular sub-type.
* New report: [[TracCloud_Report:_Resource_Inventory|Resource Inventory]].
* Resource reports have been moved into their own report category (instead of "Management").
</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">
* An option to create visits for concluded asynchronous appointments has been added in [[TracCloud:_Scheduling_Preferences|Other Schedule Options]].
* The location search box on the staff schedule now supports searching for multiple comma-delimited values. E.g., Room 1,Room 2.
* The search box above also now supports searching for consultant name.
* The right-click field list on various listings now has a search box to allow filtering for the field you want to search by.
* [[TracCloud_Report:_Heatmap_Generator|Heatmap Generator]] cell limit increased from 7000 to 20000.
* Each profile can now override the global default to ask for notes during work visit logout in [[TracCloud:_Advanced_Preferences|advanced preferences]].
</div>
</div>
</onlyinclude>
<hr>
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div>

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