TracCloudWhatsNew2024-10-31 1: Difference between revisions

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(Created page with "{{WIP}} {{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <div class="categoryExtraWide"> {{TracCloudWhatsOldTOC}} </div> <span style="font-size:20px"> <onlyinclude> <b>2024-10-31 | TracCloud features and changes from October 2024<br><br></b> <!--New ways to search for staff records, quick access to processed referral notes, new conditional survey options, and more in TracCloud for the month of September 2024. TracCloudChangelog|Our full changelog can be found her...")
 
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* There's a new report for workshops, [[TracCloudReportsWorkshops01|Workshops Overview]].
* There's a new report for workshops, [[TracCloudReportsWorkshops01|Workshops Overview]].
* You can now group by meeting type (In-Person, Online, Asynchronous) in the [[TracCloudReportsStudents03|Students Visits/Appointments by ??]] report.


* You can now group by month in the [[TracCloudReportsStudents06|Visits by ??]] report.
* You can now group by month in the [[TracCloudReportsStudents06|Visits by ??]] report.
* The [[TracCloudReportsStudents07|Students Visits Summary]] report has a new option to exclude students without visits, include active students without visits, or include all students without visits.


* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.<br><br>
* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.<br><br>
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* There's a new option in [[TracCloudGuideBasicsSchedule|reserve blocks]] to prevent cancellation of overlapping appointment records.
* There's a new option in [[TracCloudGuideBasicsSchedule|reserve blocks]] to prevent cancellation of overlapping appointment records.
* [[TracCloudSuccessPlans|Success Plan]] visit steps can now require students visit with their assigned advisor/consultant.


* Notifications can now be disabled for specific [[TracCloudGuideProfileGroups|permission groups]]. This option is found under the "Restrictions" tab.
* Notifications can now be disabled for specific [[TracCloudGuideProfileGroups|permission groups]]. This option is found under the "Restrictions" tab.
* There's a new "Brief with Save" student form option in [[TracCloudGuideProfileGroups|permission groups]] to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.


* The Appointments/Visits [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
* The Appointments/Visits [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.


* Terms and conditions in [[TracCloudGuideBasicsResources|resource types]] now supports HTML.
* Terms and conditions in [[TracCloudGuideBasicsResources|resource types]] now supports HTML.
* When logging in for a visit on the kiosk or log listing by Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).
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[[Category:TracCloud_Blog]]
[[Category:TracCloud_Blog]]
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Revision as of 12:53, 31 October 2024

    This page is still in-progress! Come back later to learn more.



Prior Releases

• 2024-10-31 | Features & Changes / October '24

• 2024-10-11 | Features & Changes / September '24

• 2024-08-30 | Features & Changes / August '24

• 2024-07-31 | Features & Changes / July '24

• 2024-07-01 | Features & Changes / June '24

• 2024-05-31 | Features & Changes / May '24

• 2024-04-30 | Features & Changes / April '24

• 2024-04-01 | Features & Changes / March '24

• 2024-02-29 | Features & Changes / February '24

• 2024-02-01 | Features & Changes / January '24

• 2024-01-02 | Features & Changes / December '23

• 2023-11-30 | Features & Changes / November '23

• 2023-10-31 | Features & Changes / October '23

• 2023-10-02 | Features & Changes / September '23

• 2023-08-31 | Features & Changes / August '23

• 2023-07-31 | Features & Changes / July '23

• 2023-07-03 | Features & Changes / June '23

• 2023-06-14 | Static QR Codes

• 2023-06-02 | New Survey Type

• 2023-05-04 | Asynchronous Appointments

• 2023-04-25 | Recent Changes

• 2023-04-11 | Online/In-Person New Look

• 2023-03-14 | Notification Improvements

• 2023-03-10 | Appointment Listing

• 2023-02-09 | Block Booking in Time Range

• 2023-02-09 | Students Birthdays

• 2023-01-30 | Allow Booking with Any Staff

• 2023-01-19 | Consultant Sort Code

• 2023-01-07 | Custom Kiosk Course Lists

• 2022-12-31 | Share Course List Items

• 2022-12-16 | Hide Reasons from Students

• 2022-12-09 | List Categories

• 2022-12-08 | Terms/Conditions Response Listing

• 2022-12-07 | Twig in Max Appt Rule Message

• 2022-12-03 | Q2 Visit Custom Fields

• 2022-11-16 | Custom Consecutive Appt Limit

• 2022-11-16 | Cancellation Grace Period

• 2022-11-04 | Custom Auto-Cancel Threshold

• 2022-11-04 | New Auto Termination Prefs

• 2022-10-06 | Late Cancel Options

• 2022-10-04 | Labels in Reasons/Recommends

• 2022-09-29 | Q2 Visit Details on Log Listing

• 2022-09-27 | Log Visits from Upcoming Appts

• 2022-09-21 | Group Pref: View Sched - No Edits

• 2022-09-21 | Student Search Avail Counter

• 2022-09-20 | Search Availability Badges

• 2022-09-16 | Log Visits from Group Rosters

• 2022-09-14 | Custom Past or Next Report Range

• 2022-09-14 | Custom Auto Report Messages

• 2022-09-12 | New Signature Custom Field

• 2022-09-07 | Custom Cancellation Reasons

• 2022-08-17 | Custom 'Join Online Session' Text

• 2022-08-09 | Unbooked Avails Become Drop-ins

• 2022-07-27 | Default 'Choose Date' Option

• 2022-07-27 | Additional Search Availability Widgets

• 2022-07-26 | Search Students by Student Searches

• 2022-07-21 | Change 'Edit Bio' label

• 2022-06-16 | Location Search on Schedule

• 2022-05-31 | Reasons: Ignore Section Specialties

• 2022-05-31 | Automatic Alias Format

• 2022-05-18 | Show Work Visits on Schedule

• 2022-05-16 | Search by Term Enrollment

• 2022-05-12 | First Student sets Online Status

• 2022-04-28 | Resend Student Emails

• 2022-03-14 | New Resource Functionality

• 2022-03-08 | Default Calendar Time

• 2022-03-08 | Locking Group Rosters

• 2022-02-18 | Tutor Maximum Hours

• 2022-02-01 | Send Notes on Group Roster

• 2022-01-06 | Drop-in SMS Reminders

• 2021-12-21 | KIOSK Queue Mode


2024-10-31 | TracCloud features and changes from October 2024


Description

Description

File:.png

Description

Description

File:.png

Report Changes

  • The Students Visits Summary report has a new option to exclude students without visits, include active students without visits, or include all students without visits.
  • There's a new report category for "Scheduling", where you'll find several reports that used to be part of the management category.

Other Changes

  • There's a new option in reserve blocks to prevent cancellation of overlapping appointment records.
  • Success Plan visit steps can now require students visit with their assigned advisor/consultant.
  • Notifications can now be disabled for specific permission groups. This option is found under the "Restrictions" tab.
  • There's a new "Brief with Save" student form option in permission groups to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.
  • The Appointments/Visits SFTP export has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
  • When logging in for a visit on the kiosk or log listing by Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).