TracCloudWhatsNew2024-02-01 1: Difference between revisions

Required questions in SAGE, batch assign work plans, and new report options in TracCloud for the month of January 2024. Our full changelog can be found here.

SAGE Required Questions

Your SAGE Custom Questions can now be required to ensure an answer is selected. More information on SAGE can be found here.

Batch Assign Work Plans

Work Plans can now be batch assigned from the staff listing, just like Success Plans for students. This will assign the chosen work plan to all listed consultants.

Open Student Profiles from Visits

Similar to appointments and registrations, it's now possible to open student accounts directly from a visit record. This can be accomplished by clicking the icon next to the student's name.

Reports

The SI Comparison report has a new option to include the standard deviation for GPA fields.

SAGE Referrals by ?? will now display the date and notes of completed actions if included in 'Additional Fields to Show.'

Success Plans and Work Plans have new options in 'Sort by' to sort by completion percentage, either ascending or descending.

You can now filter staff by Pay Code in Consultant Additional Detail Listing.

Consultant custom fields can now be included in the Visits/Appointments SFTP Export as additional fields.

You can now choose to specifically export student visits, work visits, or both in Visits/Appointments SFTP Export.

Other Changes

Dynamic list queries can now be edited and more easily viewed.

The default dashboard display in Success Plans has been updated to improve formatting and use alternate instructions if available.

When editing the section of a visit record, the term number will now be shown. This was added to make it easier to select the correct section when "Show Inactive" is checked.

When selecting a student record in Quick Visits, you can now search by full name (formatted as "First M. Last" or "First Last" if middle name isn't available).

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 <onlyinclude>
 <b>2024-02-01 | TracCloud features and changes from January 2024<br><br></b>
+Required questions in SAGE, batch assign work plans, and new report options in TracCloud for the month of January 2024. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>
+<div class="line"></div>
+<big>SAGE Required Questions</big><br>
+Your SAGE Custom Questions can now be required to ensure an answer is selected. [[TracCloudSAGE|More information on SAGE can be found here.]]
+[[File:5051253.png|500px]]<br><br>
+<div class="line"></div>
+<big>Batch Assign Work Plans</big><br>
+[[TracCloud:_Work_Plans|Work Plans]] can now be batch assigned from the staff listing, just like [[TracCloudSuccessPlans|Success Plans]] for students. This will assign the chosen work plan to all listed consultants.
+[[File:3266451.png|500px]]<br><br>
+<div class="line"></div>
+<big>Open Student Profiles from Visits</big>
+Similar to appointments and registrations, it's now possible to open student accounts directly from a visit record. This can be accomplished by clicking the {{#fas:pen-to-square}} icon next to the student's name.
+[[File:4701014.png|500px]]<br><br>
+<div class="line"></div>
+<big>Reports</big>
+* The [[TracCloudReportsRegistrations02|SI Comparison]] report has a new option to include the standard deviation for GPA fields.<br><br>
+* [[TracCloudReportsSAGE02|SAGE Referrals by ??]] will now display the date and notes of completed actions if included in 'Additional Fields to Show.'<br><br>
+* [[TracCloudReportsSP01|Success Plans]] and [[TracCloudReportsManagement19|Work Plans]] have new options in 'Sort by' to sort by completion percentage, either ascending or descending.<br><br>
+* You can now filter staff by [[TracCloudGuideBasicsPayroll|Pay Code]] in [[TracCloudReportsPayroll01|Consultant Additional Detail Listing]].<br><br>
+* Consultant custom fields can now be included in the [[TracCloudTechExport#2._SFTP_Export|Visits/Appointments SFTP Export]] as additional fields.<br><br>
+* You can now choose to specifically export student visits, work visits, or both in [[TracCloudTechExport#2._SFTP_Export|Visits/Appointments SFTP Export.]]<br><br>
+<div class="line"></div>
+<big>Other Changes</big>
+* [[TracCloudGuideGlobalLists|Dynamic list]] queries can now be edited and more easily viewed.<br><br>
+* The default dashboard display in [[TracCloudSuccessPlans|Success Plans]] has been updated to improve formatting and use alternate instructions if available.<br><br>
+* When editing the section of a visit record, the term number will now be shown. This was added to make it easier to select the correct section when "Show Inactive" is checked.<br><br>
+* When selecting a student record in [[TracCloudGuideBasicsVisits|Quick Visits]], you can now search by full name (formatted as "First M. Last" or "First Last" if middle name isn't available).<br><br>
+</span>
+</onlyinclude>
+[[Category:TracCloud_Blog]]
+</div>

TracCloudWhatsNew2024-02-01 1: Difference between revisions

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Latest revision as of 08:50, 12 November 2024

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