TracCloudWhatsNew2023-04-25 1: Difference between revisions

You may have noticed a delay since the last "What's New" article, but that's not because new features haven't been getting added, it's the exact opposite in fact! We're working on updating a large portion of the TracCloud wiki to reflect the new options and capabilities of the system, as well as to provide more in-depth guides where needed. That's still in progress, but this article is to catch up on some of the features that we haven't had the chance to highlight yet. (Asynchronous availabilities are coming soon as well!)

2023-04-18: "Consultant" is now an editable field in the Students Visits Cleanup Data report.

2023-04-14: "Send Link via Email" on Student Confirm Bio settings now shows a QR code for the student to quickly scan on the kiosk

2023-04-12: New report, Student Search Availabilities

View information about what subjects and reasons students are searching for, and whether or not they booked an appointment. More information.

2023-04-07: An "Advanced Prefs" menu has been added in Profile Prefs to better separate some of the less used and not typically recommended options.

2023-04-06: You can now search the student listing based on whether or not students have confirmed their bio

Use "Students.CustomData/BIOConfirmed=1" to find students who have confirmed their bio, and "Students.CustomData/BIOConfirmed=#1" to find students who haven't.

2023-04-06: "Visit" steps in Success Plans can now be configured with a minimum duration.

2023-04-06: Student birthdate has been added as a field to select in Student Confirm Bio.

2023-04-06: Faculty email address added as an available field to the Visits by ?? and Visits by Faculty and Subject Reports.

2023-04-02: New Referrals Listing menu.

A new listing menu has been added for SAGE referrals. This can be added to your permission group by going to Other > Other Options > Groups > [The group you want to modify] > Admin/Modules > Table Access, then add Referrals to that list and save.

2023-03-24: Custom views have been added to the Appointments Listing

2023-03-24: New report, Consultant Max Hours and Non-Duplicated Appointment Time

Review how many non-duplicated hours your consultants were booked for, along with their max hours (if applicable).

2023-03-21: Date range searches in Visits/Appointments SFTP Export

In the Number of Days to Export field, you can now enter a value such as "14...5" to export the last 14 days of data up to the last 5 days. Some campuses may require more time to clean up recent records before including them in the export, which was the purpose of this addition.

2023-03-21: "Remember Student" option in Batch Entry

Depending on when you're reading this, the wiki link above might not have an updated screenshot, but you'll see the new "Remember Student" option right next to "Remember Notes" on the Batch Entry tab. This allows you to repeatedly create visits for the same student account. E.g., a generic student account for prospective students.

2023-03-21: SAML Duel Tenant Support

If your campus requires this, reach out to our helpdesk using the support links at the top of your screen and we'd be happy to help you set it up.

@@ Line 13: / Line 13: @@
 * <b>2023-04-18: "Consultant" is now an editable field in the [[TracCloudReportsManagement11|Students Visits Cleanup Data]] report.</b><br><br>
-* <b>2023-04-14: "Send Link via Email" on [[TracCloudGuideGlobalBio|Student Confirm Bio]] settings now shows a QR code for the student to quickly scan on the kiosk</b><br><br>
+* <b>2023-04-14: "Send Link via Email" on [[TracCloud:_Confirm_Bio|Student Confirm Bio]] settings now shows a QR code for the student to quickly scan on the kiosk</b><br><br>
 * <b>2023-04-12: New report, Student Search Availabilities</b>
-::View information about what subjects and reasons students are searching for, and whether or not they booked an appointment. [[TracCloudReportsStudents09|More information.]]<br><br>
+::View information about what subjects and reasons students are searching for, and whether or not they booked an appointment. [[TracCloud_Report:_Student_Search_Availabilities|More information.]]<br><br>
 * <b>2023-04-07: An [[TracCloudGuideProfileAdvanced|"Advanced Prefs" menu]] has been added in Profile Prefs to better separate some of the less used and not typically recommended options.</b><br><br>
-* <b>2023-04-06: You can now search the [[TracCloud:_Students_Listing|student listing]] based on whether or not students have [[TracCloudGuideGlobalBio|confirmed their bio]]</b>
+* <b>2023-04-06: You can now search the [[TracCloud:_Students_Listing|student listing]] based on whether or not students have [[TracCloud:_Confirm_Bio|confirmed their bio]]</b>
 ::Use "Students.CustomData/BIOConfirmed=1" to find students who have confirmed their bio, and "Students.CustomData/BIOConfirmed=#1" to find students who haven't.<br><br>
 * <b>2023-04-06: "Visit" steps in [[TracCloudSuccessPlans|Success Plans]] can now be configured with a minimum duration.</b><br><br>
-* <b>2023-04-06: Student birthdate has been added as a field to select in [[TracCloudGuideGlobalBio|Student Confirm Bio]].</b><br><br>
+* <b>2023-04-06: Student birthdate has been added as a field to select in [[TracCloud:_Confirm_Bio|Student Confirm Bio]].</b><br><br>
 * <b>2023-04-06: Faculty email address added as an available field to the [[TracCloudReportsStudents06|Visits by ??]] and [[TracCloudReportsManagement14|Visits by Faculty and Subject]] Reports.</b><br><br>
@@ Line 32: / Line 32: @@
 ::A new listing menu has been added for SAGE referrals. This can be added to your permission group by going to <i>Other > Other Options > Groups > [The group you want to modify] > Admin/Modules > Table Access</i>, then add Referrals to that list and save.<br><br>
-* <b>2023-03-24: [[TracCloudGuideListingsViews|Custom views]] have been added to the Appointments Listing</b><br><br>
+* <b>2023-03-24: [[TracCloud:_Custom_Views|Custom views]] have been added to the Appointments Listing</b><br><br>
 * <b>2023-03-24: New report, [[TracCloudReportsManagement17|Consultant Max Hours and Non-Duplicated Appointment Time]]</b>

TracCloudWhatsNew2023-04-25 1: Difference between revisions

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Latest revision as of 09:43, 20 November 2024

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