TracCloud: Student Entry Choices: Difference between revisions

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<big><b>Student Entry Choices</b></big><br>
<big><b>Student Entry Choices</b></big><br>
This menu allows you to determine which student data fields are visible to staff and accessible in reports, such as Class, College, Ethnicity, Gender, and more. You can also determine how some of these fields display and what choices are available.<br><br>
This menu allows you to determine which student data fields are visible to staff and accessible in reports, such as Class, College, Ethnicity, Gender, and more. You can also determine how some of these fields display and what choices are available. For information on <b>Custom</b> Student Entry fields, see our dedicated [[TracCloudGuideGlobalCustom|Custom Fields article]].<br><br>
For information on <b>Custom</b> Student Entry fields, see our dedicated <i>Custom Fields</i> article.
 
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[[File:3333415.png|800px]]
[[File:7284819.png|800px]]
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* <b>Student Status</b>
::Determines which statuses allow students to be logged in on the Log Listing/Kiosk. Active status students can be logged in, while Inactive statuses prevent logins. If a student is going to be logging in and booking appointments themselves, their status must be “Active.”
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* <b>Next ID Value</b>
* <b>Next ID Value</b>
::When creating new student accounts manually and allowing TracCloud to assign IDs, this setting determines the next ID the Trac System will use. For example, if your imported student ID range is 0000001 to 999999, you can set this to 1000000 to prevent manually created students from possibly conflicting with imported accounts later on.
::When creating new student accounts manually and allowing TracCloud to assign IDs, this setting determines the next ID the Trac System will use. For example, if your imported student ID range is 0000001 to 999999, you can set this to 1000000 to prevent manually created students from possibly conflicting with imported accounts later on.<br><br>
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* <b>Show Which ID on Dropsearch</b>
* <b>Show Which ID on Dropsearch</b>
::When searching for a student in the “Schedule an Appointment” widget, a drop-down menu appears containing students that match your entered ID. This preference determines which ID is displayed next to the students’ name: ID, Other ID, Other ID2, or Barcode.
::When searching for a student in the “Schedule an Appointment” widget, a drop-down menu appears containing students that match your entered ID. This preference determines which ID is displayed next to the students’ name: ID, Other ID, Other ID2, or Barcode.
::[[File:5360489.png|450px]]
::[[File:5360489.png|450px]]<br><br>
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* <b>Display [Field Name]</b>
* <b>Display [Field Name]</b>
::This option determines whether or not the field is displayed in the student’s profile or in reports. For example, maybe Ethnicity isn’t an important data point for your campus, we can hide that to simplify our staff view of student profiles and reduce the number of options available in reports.
::This option determines whether or not the field is displayed in the student’s profile or in reports. For example, maybe Ethnicity isn’t an important data point for your campus, we can hide that to simplify our staff view of student profiles and reduce the number of options available in reports.
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::* <b>[Field Name] Choices</b>
::* <b>[Field Name] Choices</b>
:::This determines the available options for a field. For example, a drop-down list of Gender or Major options that can be easily selected by staff.
:::This determines the available options for a field. For example, a drop-down list of Gender or Major options that can be easily selected by staff, or even students themselves via [[TracCloud:_Confirm_Bio|Confirm Bio]].
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::* <b>Menu?</b>
::* <b>Menu?</b>
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:::[[File:7105624.png|400px]] [[File:1007074.png|300px]]
:::[[File:7105624.png|400px]] [[File:1007074.png|300px]]
:::Checked:
:::Checked:
:::[[File:9925623.png|350px]] [[File:6250402.png|300px]]
:::[[File:9925623.png|350px]] [[File:6250402.png|300px]]<br><br>
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* <b>Custom 1 Tab Name</b>
* <b>Custom Tab Name</b>
::This setting determines the name of the Custom tab within students’ profiles. This tab will contain custom fields that you have configured, as covered in our Custom Fields article.
::This setting determines the names of the custom tabs within students’ profiles. These tabs will contain [[TracCloudGuideGlobalCustom|custom fields]] that you have configured.<br><br>
<br>
 
* <b>ID Format Code</b>
* <b>ID Format Code</b>
::Student ID is a numeric value, this option can change how the ID displays on the student listing to visually include alphanumeric characters. See examples below.
::Student ID is a numeric value, this option can change how the ID displays on the student listing to visually include alphanumeric characters. See examples below.
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| A%08d || A00001931 || Add leading A and convert to 8-digit format.  
| A%08d || A00001931 || Add leading A and convert to 8-digit format.  
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[[File:8517167.png|800px]]<br><br>
 
* <b>Allow Profile Admins to Create / Modify Student Lists</b>
::By default, only [[TracCloudNewsUserLevel|SysAdmins]] are allowed to create or make batch changes to [[TracCloudGuideGlobalLists|student lists]]. If this option is checked, [[TracCloudNewsUserLevel|Profile Admins]] will be allowed to do so as well.<br><br>
 
* <b>Show the Center Visits Tab on Main Menu to Students</b>
* <b>Show the Center Visits Tab on Main Menu to Students</b>
::Adds a dashboard widget allowing students to view their own recent visits.
::Adds a dashboard widget allowing students to view their own recent visits.<br><br>
 
* <b>Show/Allow Student Dashboard Documents on Main Menu to Students</b>
::Allows students to view and upload [[TracCloud:_Documents|documents]] to their own profile.<br><br>
 
* <b>Student Flag Text Options</b>
::If enabled in [[TracCloud:_Permission_Groups|permission groups]], a new field will become available in the "Other info" tab of student profiles named "Flag Information." If any text is entered in this field, a grey flag icon will appear next to the student's name on the [[TracCloudGuideListingsStudents|students listing]]. These options in system preferences allow you to set different colored flags based on the value found in "Flag Information." Similar functionality can also be found with [[TracCloudGuideGlobalLists|watchlists]] if you need multiple indicators (also shown in the screenshot below, to the right of the flags).
::<b>Allow mouse over the flag to show the flag labeled</b> can be checked so that hovering over the flag on the students listing displays the phrase entered below.
::[[File:7966933.png|400px]]
::[[File:9604941.png|400px]]


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[[Category:TracCloud]]
[[Category:TracCloud]]
<hr>
<i>See Also:</i>
[[TracCloudGuideGlobalCustom|Custom Fields]]
[[TracCloud:_Permission_Groups|Permission Groups]] - Access to many of these fields can be restricted under the 'Student/Visit' tab.
</div>

Latest revision as of 15:49, 18 November 2024

Student Entry Choices
This menu allows you to determine which student data fields are visible to staff and accessible in reports, such as Class, College, Ethnicity, Gender, and more. You can also determine how some of these fields display and what choices are available. For information on Custom Student Entry fields, see our dedicated Custom Fields article.

3333415.png

  • Next ID Value
When creating new student accounts manually and allowing TracCloud to assign IDs, this setting determines the next ID the Trac System will use. For example, if your imported student ID range is 0000001 to 999999, you can set this to 1000000 to prevent manually created students from possibly conflicting with imported accounts later on.

  • Show Which ID on Dropsearch
When searching for a student in the “Schedule an Appointment” widget, a drop-down menu appears containing students that match your entered ID. This preference determines which ID is displayed next to the students’ name: ID, Other ID, Other ID2, or Barcode.
5360489.png

  • Display [Field Name]
This option determines whether or not the field is displayed in the student’s profile or in reports. For example, maybe Ethnicity isn’t an important data point for your campus, we can hide that to simplify our staff view of student profiles and reduce the number of options available in reports.
If a staff member has the ability to edit student profiles, they will also be able to modify the fields selected here.


  • Width
This determines the size of the field within the students’ profiles. 100% will span the entire Info box, while 8% will only have enough space for a single letter to be visible.
100%
1640056.png
33%
8138813.png


  • [Field Name] Choices
This determines the available options for a field. For example, a drop-down list of Gender or Major options that can be easily selected by staff, or even students themselves via Confirm Bio.


  • Menu?
This checkbox determines how the available choices are displayed, and whether or not a staff member can type in a custom value. Unchecked, the choices will appear in a drop-down menu from the right-side of the field, or I can click in the text box and type something else. Alternatively, with “Menu” checked, clicking anywhere in the field will open a menu of choices, and I am unable to write-in my own.
Unchecked:
7105624.png 1007074.png
Checked:
9925623.png 6250402.png

  • Custom Tab Name
This setting determines the names of the custom tabs within students’ profiles. These tabs will contain custom fields that you have configured.

  • ID Format Code
Student ID is a numeric value, this option can change how the ID displays on the student listing to visually include alphanumeric characters. See examples below.
Example Student ID: 1931
Format Code How it displays Description
%0d 1931 No changes from numeric value.
%05d 01931 Convert to 5-digit format with leading zeros.
%08d 00001931 Convert to 8-digit format with leading zeros.
A%08d A00001931 Add leading A and convert to 8-digit format.



8517167.png

  • Allow Profile Admins to Create / Modify Student Lists
By default, only SysAdmins are allowed to create or make batch changes to student lists. If this option is checked, Profile Admins will be allowed to do so as well.

  • Show the Center Visits Tab on Main Menu to Students
Adds a dashboard widget allowing students to view their own recent visits.

  • Show/Allow Student Dashboard Documents on Main Menu to Students
Allows students to view and upload documents to their own profile.

  • Student Flag Text Options
If enabled in permission groups, a new field will become available in the "Other info" tab of student profiles named "Flag Information." If any text is entered in this field, a grey flag icon will appear next to the student's name on the students listing. These options in system preferences allow you to set different colored flags based on the value found in "Flag Information." Similar functionality can also be found with watchlists if you need multiple indicators (also shown in the screenshot below, to the right of the flags).
Allow mouse over the flag to show the flag labeled can be checked so that hovering over the flag on the students listing displays the phrase entered below.
7966933.png
9604941.png

See Also:

Custom Fields

Permission Groups - Access to many of these fields can be restricted under the 'Student/Visit' tab.