TracCloudWhatsNew2024-05-31 1: Difference between revisions

New custom fields options, stacked availabilities, resource reservations, and more in TracCloud for the month of May 2024. Our full changelog can be found here.

Custom Fields Groups

Custom fields "Groups" can now be created to bundle other custom fields together. This can help in highlighting certain custom fields or to record multiple values with Repeating group values. When using Repeating Group Values, page options will become available for the group allowing you to cycle between current and past pages of data, or to create new pages with new values in the grouped fields. More information on custom fields groups can be found here.

Other custom field changes

Custom fields have moved to their own listing in Other > Other Options > Custom Fields, making it easier to search for and manage your fields.

Custom fields can now be assigned to availabilities, which will appear under the 'Notes' tab.

Custom fields can now be assigned to documents, to be filled out during or after document upload.

Stacked Availabilities

You can now create stacked availabilities to easily build schedules across multiple centers at once. In the top-right corner of your availability, choose "Stacked Availability" and select the centers you want to copy the availability to and which fields should not be shared across all availabilities in the stack.

When a stacked availability is saved, a new option will appear at the top to choose which center's availability you're currently managing (replacing the main center drop-down of a non-stacked availability). This will allow you to make changes to the ignored fields independently of the other availabilities in the stack.

Resources Reservations

Students can now be given the ability to reserve resources for later checkout. Multiple reservations can exist at once, and TracCloud will automatically prevent reservations from having conflicting dates. Automated emails can also be sent to remind students of their pickup and return times. Details on using resource reservations and resources in general can be found here.

Other Resource Changes

Resources have a new length of checkout option for "Arbitrary Due Date." This will prompt the user checking out the item to manually enter a due date rather than the due date being set automatically.

The resource image will now be displayed while checking out a resource to a user.

The resource checkout menu can now be changed to full screen with the button.

Documents Report

The Documents report, found in Reports > Management, will display a list of uploaded documents with information about the file sorted by file name, assignee, date, document type, or who it was posted by. Click here to learn more about this report.

Other report changes

You can now search by students' other status in most student reports.

You can now search by appointment custom fields and student username in the Students Visits/Appointments by ?? report.

Other Changes

Custom views can now be selected as the default view for a listing or the only available view for a listing based on the logged in user's permission group.

SurveyTrac has a new question type that allows the recipient to upload a document as their response.

SysAdmins can be given the ability to save records without filling out required fields. This must be enabled in the 'Restrictions' tab of the SysAdmin permission group if needed.

Faculty can now be given the ability to view and assign tasks from the dashboard.

Students can be given the ability to upload their own photo via confirm bio (disabled by default).

You can now search by appointment custom fields on the appointments listing.

Terms and conditions can now be linked to a student list, so that only those students are prompted to agree to the terms.

Creating a new center now automatically adds it to your permission group.

It's now possible to search by last imported date on the registrations listing.

@@ Line 1: / Line 1: @@
-{{WIP}}
 {{TracCloudWhatsNewTABS}}
 <div class="tcWidgetPage">
@@ Line 14: / Line 13: @@
 <big>Custom Fields Groups</big><br>
-Custom fields "Groups" can now be created to group other custom fields together. This can help in highlighting certain custom fields or to record multiple values with <i>Repeating group values</i>. [[TracCloudGuideGlobalCustom|More information on custom fields groups can be found here.]]
+Custom fields "Groups" can now be created to bundle other custom fields together. This can help in highlighting certain custom fields or to record multiple values with <i>Repeating group values</i>. When using Repeating Group Values, page options will become available for the group allowing you to cycle between current and past pages of data, or to create new pages with new values in the grouped fields. [[TracCloudGuideGlobalCustom|More information on custom fields groups can be found here.]]
 [[File:9034472.png|700px]]<br><br>
@@ Line 20: / Line 19: @@
 <i>Other custom field changes</i>
-* Custom fields have moved to their own listing in <i>Other > Other Options > Custom Fields</i>, making it easier to search for and manage your custom fields.
+* Custom fields have moved to their own listing in <i>Other > Other Options > Custom Fields</i>, making it easier to search for and manage your fields.
 * Custom fields can now be assigned to availabilities, which will appear under the 'Notes' tab.
-* Custom fields can now be assigned to documents.
+* Custom fields can now be assigned to [[TracCloudGuideGlobalDocs|documents]], to be filled out during or after document upload.
-* Pop-up field custom field type
 <div class="line"></div>
 <big>Stacked Availabilities</big><br>
-You can now create stacked availabilities to easily build schedules across multiple centers. In the top-right corner of your availability, choose "Stacked Availability" and select the centers you want to copy the availability to and which fields should not be shared across all availabilities in the stack.
+You can now create stacked availabilities to easily build schedules across multiple centers at once. In the top-right corner of your availability, choose "Stacked Availability" and select the centers you want to copy the availability to and which fields should not be shared across all availabilities in the stack.
 [[File:8220024.png|700px]]<br><br>
+When a stacked availability is saved, a new option will appear at the top to choose which center's availability you're currently managing (replacing the main center drop-down of a non-stacked availability). This will allow you to make changes to the ignored fields independently of the other availabilities in the stack.
+[[File:1137203.png|700px]]<br><br>
 <div class="line"></div>
@@ Line 40: / Line 41: @@
 Students can now be given the ability to reserve resources for later checkout. Multiple reservations can exist at once, and TracCloud will automatically prevent reservations from having conflicting dates. Automated emails can also be sent to remind students of their pickup and return times. Details on using resource reservations and resources in general [[TracCloudGuideBasicsResources|can be found here.]]
-[[File:1612619.png|700px]]<br><br>
+[[File:1612619.png|600px]]<br><br>
 <i>Other Resource Changes</i>
-* The resource checkout menu can now be changed to full screen, allowing the window to remain open between checkouts.
+* [[TracCloudGuideBasicsResources|Resources]] have a new length of checkout option for "Arbitrary Due Date." This will prompt the user checking out the item to manually enter a due date rather than the due date being set automatically.
-* [[TracCloudGuideBasicsResources|Resources]] have a new length of checkout option for "Arbitrary Due Date." This will prompt the user checking out the item to manually enter a due date.<br><br>
+* The resource image will now be displayed while checking out a resource to a user.
-* The [[TracCloudGuideBasicsResources|resource]] image will now be displayed while checking out a resource to a user.<br><br>
+* The resource checkout menu can now be changed to full screen with the {{#fas:maximize}} button.<br><br>
-<div class="line"></div>
-<big>Custom View Restrictions</big>
-Custom views can now be used as default views on listings or exclusive views on listings.
 <div class="line"></div>
@@ Line 64: / Line 60: @@
 <i>Other report changes</i>
-* You can now search by student other status in most student reports.<br><br>
+* You can now search by students' other status in most student reports.
-* You can now search by appointment custom fields and student username in the [[TracCloudReportsStudents03|Students Visits/Appointments by ??]] report.
+* You can now search by appointment [[TracCloudGuideGlobalCustom|custom fields]] and student username in the [[TracCloudReportsStudents03|Students Visits/Appointments by ??]] report.<br><br>
 <div class="line"></div>
 <big>Other Changes</big>
-* [[TracCloudST|SurveyTrac]] has a new question type that allows a recipient to upload a document as their response.<br><br>
+* [[TracCloudGuideListingsViews|Custom views]] can now be selected as the default view for a listing or the only available view for a listing based on the logged in user's [[TracCloudGuideListingsViews|permission group]].
+::[[File:9081700.png|600px]]<br><br>
+* [[TracCloudST|SurveyTrac]] has a new question type that allows the recipient to upload a document as their response.
-* SysAdmins can be given the ability to save records without filling out required fields in the 'Restrictions' tab of the SysAdmin [[TracCloudGuideProfileGroups|permission group]].<br><br>
+* SysAdmins can be given the ability to save records without filling out required fields. This must be enabled in the 'Restrictions' tab of the SysAdmin [[TracCloudGuideProfileGroups|permission group]] if needed.
-* Faculty can be given the ability to view and assign [[TracCloudGuideGlobalTasks|tasks]] from the dashboard.<br><br>
+* Faculty can now be given the ability to view and assign [[TracCloudGuideGlobalTasks|tasks]] from the dashboard.
-* Students can be given the ability to upload their own photo via [[TracCloudGuideGlobalBio|confirm bio]] (disabled by default).<br><br>
+* Students can be given the ability to upload their own photo via [[TracCloudGuideGlobalBio|confirm bio]] (disabled by default).
-* You can now search by appointment custom fields on the [[TracCloudGuideListingsAppts|appointments listing]].<br><br>
+* You can now search by appointment custom fields on the [[TracCloudGuideListingsAppts|appointments listing]].
-* [[TracCloudGuideListingsTerms|Terms and conditions]] can now be linked to a [[TracCloudGuideGlobalLists|student list]], so that only those students are prompted to agree to the terms.<br><br>
+* [[TracCloudGuideListingsTerms|Terms and conditions]] can now be linked to a [[TracCloudGuideGlobalLists|student list]], so that only those students are prompted to agree to the terms.
-* Creating a new center now automatically adds it to your permission group.<br><br>
+* Creating a new center now automatically adds it to your permission group.
-* It's now possible to search by last imported date on the [[TracCloudGuideListingsRegistrations|registrations listing]].<br><br>
+* It's now possible to search by last imported date on the [[TracCloudGuideListingsRegistrations|registrations listing]].
 </span>

TracCloudWhatsNew2024-05-31 1: Difference between revisions

From Redrock Wiki

Latest revision as of 16:55, 31 May 2024

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