TracCloudWhatsNew2023-08-31 1: Difference between revisions

There are some big changes to asynchronous availabilities and plenty of other noteworthy additions in TracCloud for the month of August 2023. Our full changelog can be found here.

2023-08-01: Subject/Course/Section search added to Appointments/Visits Utilization report

For more information on this report, click here.

2023-08-02: It's now possible to apply center searches to appointments in the Students Visits Cleanup Data report

More information available here.

2023-08-03: "Navigators" phrasing added to "Name for Consultants" preference

More information.

2023-08-07: It's now possible to override the linked advisor filter when changing a student's wait status

This is only available to staff members on the log listing. Clicking "Show All" will display all advisors/consultants assigned to your center, instead of only the student's assigned advisor.

2023-08-11: It's now possible to hide inactive students/registrations when creating SI Batch Visits

This checkbox will appear directly underneath the "Notes" field.

2023-08-11: Set a default value for availability max students

Previously (and still if you haven't modified this preference), availabilities will default to 1-on-1 during creation. It's now possible to change this default by going to Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availability max students. 0 = drop-in, 1 = one-on-one, 2+ = group, just like in the availabilities themselves.

2023-08-11: The additional custom tabs in student profiles can now be independently hidden for each permission group

2023-08-15: Group rosters now have an "Add Multiple" utility to book appointments as a batch.

The new "Add Multiple" button is right next to the existing "Add Student" button in Group Rosters. More information on group availabilities and appointments in general can be found here.

2023-08-16: The "Student Instructions Email" in Q2 Tables now supports twig tags

More information on Q2 can be found here, and Twig here.

2023-08-17: Default profile emails

If you haven't yet setup your TracCloud profile emails, you can now quickly load a basic default template to use by clicking the clipboard icon next to the email body. You can then modify this template further to match your needs, rather than starting from scratch.

2023-08-25: Manually choose example records in email previews in profiles

If you've modified your profile emails, you'll be familiar with the "Preview" button which retrieves the most recent record in the system and shows it as an example. It's now possible to choose a different appointment/visit record to use as an example by clicking the "Sequence #" button and entering the sequence number. More information on profile emails in general can be found here.

2023-08-25: There's a new option in Q2 to add a "Confirm" step when beginning a table visit with a student

To enable this feature, go to Other > Q2 Tables: Configurations > [Your Q2 Config] > Check "Confirm Start Help on Initial Click" > Save.

2023-08-28: Asynchronous availabilities can now be created as one-on-one time slots, and can be optional to give students the choice between In-Person/Online/Asynchronous.

To enable asynchronous functionality, go to Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Check "Allow Availabilities to be Asynchronous" > Save. More information on asynchronous availabilities can be found here.

2023-08-30: It's now possible to distinguish between all appointments or with same consultant in consecutive appointment rules

This option can be found in Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > Consecutive also means with same consultant. If you used this feature previously, the default value for this field would be checked/enabled. Unchecking it means that students won't be able to book consecutive appointments at all, regardless of consultant.

2023-08-30: Edit your visit auto termination emails

The default auto termination emails can now be customized by going to Other > Other Options > Profiles > [Your Profile] > Prefs > Log Listing Message[...] > Auto Terminate Visits Longer Than. You will find two emails, one for visits that are modified by the auto termination process (changing the duration) and another for deletions (if "Delete visits waiting" is checked).

2023-08-31: Override individual availabilities directly

An appointment override is when there's a break in a repeating availability. For example, if you had an availability running from Monday to Friday, and you moved Wednesday forward an hour, that would make the Wednesday slot an overridden availability. It's now possible to immediately override an availability by hovering over it and clicking the icon. This will allow you to edit that availability without affecting the rest of the series. This cannot be undone.

2023-08-31: Assigned Success Plans listing

Similar to the SAGE referrals listing, registrations listing, etc, it's now possible to view a listing of all assigned Success plans. This can be enabled by going to Other > Other Options > Groups > [The group you want to modify] > Admin / Modules > Add "Assigned Success Plans" to Table Access > Save.

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-{| style="width:100%; vertical-align:top; "
+<div class="tcWidgetPage">
-| style="width:400px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudWhatsOldTOC}}
+<div class="categoryExtraWide">
-| style="vertical-align:top; padding:20px 20px 20px 2px;" |
+{{TracCloudWhatsOldTOC}}
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@@ Line 11: / Line 11: @@
 * <b>2023-08-01: Subject/Course/Section search added to Appointments/Visits Utilization report</b>
-::For more information on this report, [[TracCloudReportsManagement02|click here.]]<br><br>
+::For more information on this report, [[TracCloud_Report:_Appointments/Visits_Utilization|click here.]]<br><br>
 * <b>2023-08-02: It's now possible to apply center searches to appointments in the Students Visits Cleanup Data report</b>
@@ Line 30: / Line 30: @@
 ::Previously (and still if you haven't modified this preference), availabilities will default to 1-on-1 during creation. It's now possible to change this default by going to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Default value for availability max students</i>. 0 = drop-in, 1 = one-on-one, 2+ = group, just like in the availabilities themselves.<br><br>
-* <b>2023-08-11: The additional [[TracCloudGuideGlobalStudentFields|custom tabs]] in student profiles can now be independently hidden for each [[TracCloudGuideProfileGroups|permission group]]</b>
+* <b>2023-08-11: The additional [[TracCloud:_Student_Entry_Choices|custom tabs]] in student profiles can now be independently hidden for each [[TracCloudGuideProfileGroups|permission group]]</b>
 ::[[File:4425896.png|600px]]<br><br>
 * <b>2023-08-15: Group rosters now have an "Add Multiple" utility to book appointments as a batch.</b>
-::The new "Add Multiple" button is right next to the existing "Add Student" button in Group Rosters. More information on group availabilities and appointments in general [[TracCloudGuideBasicsSchedule|can be found here]].
+::The new "Add Multiple" button is right next to the existing "Add Student" button in Group Rosters. More information on group availabilities and appointments in general [[TracCloud:_Schedule_Management|can be found here]].
 ::[[File:1961752.png|600px]]<br><br>
@@ Line 53: / Line 53: @@
 * <b>2023-08-28: Asynchronous availabilities can now be created as one-on-one time slots, and can be optional to give students the choice between In-Person/Online/Asynchronous.</b>
-::To enable asynchronous functionality, go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Check "Allow Availabilities to be Asynchronous" > Save</i>. [[TracCloudGuideBasicsSchedule|More information on asynchronous availabilities can be found here.]]
+::To enable asynchronous functionality, go to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Other Schedule Options > Check "Allow Availabilities to be Asynchronous" > Save</i>. [[TracCloud:_Schedule_Management|More information on asynchronous availabilities can be found here.]]
 ::[[File:8903075.png|600px]]<br><br>
@@ Line 59: / Line 59: @@
 ::This option can be found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Time Restrictions > Consecutive also means with same consultant</i>. If you used this feature previously, the default value for this field would be checked/enabled. Unchecking it means that students won't be able to book consecutive appointments at all, regardless of consultant.
 ::[[File:8463787.png|600px]]<br><br>
+* <b>2023-08-30: Edit your visit auto termination emails</b>
+::The default [[TracCloudGuideProfilePrefsLogEtc#Auto_Terminate_Visits_Longer_Than:|auto termination]] emails can now be customized by going to <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log Listing Message[...] > Auto Terminate Visits Longer Than.</i> You will find two emails, one for visits that are modified by the auto termination process (changing the duration) and another for deletions (if "Delete visits waiting" is checked).<br><br>
 * <b>2023-08-31: Override individual availabilities directly</b>
 ::An appointment override is when there's a break in a repeating availability. For example, if you had an availability running from Monday to Friday, and you moved Wednesday forward an hour, that would make the Wednesday slot an overridden availability. It's now possible to immediately override an availability by hovering over it and clicking the {{#fas:minimize}} icon. This will allow you to edit that availability without affecting the rest of the series. This cannot be undone.
-::[[File:9515945.png|600px]]
+::[[File:9515945.png|600px]]<br><br>
+* <b>2023-08-31: Assigned Success Plans listing</b>
+::Similar to the SAGE referrals listing, registrations listing, etc, it's now possible to view a listing of all assigned [[TracCloudSuccessPlans|Success plans]]. This can be enabled by going to Other > Other Options > Groups > [The group you want to modify] > Admin / Modules > Add "Assigned Success Plans" to Table Access > Save.
 </span>
 </onlyinclude>
-|}
-[[Category:TracCloud]]
+[[Category:TracCloud_Blog]]
+</div>

TracCloudWhatsNew2023-08-31 1: Difference between revisions

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Latest revision as of 16:56, 18 November 2024

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