TracCloudQ2: Difference between revisions

From Redrock Wiki

No edit summary
No edit summary
(35 intermediate revisions by the same user not shown)
Line 1: Line 1:
{| style="width:100%; vertical-align:top; "
{{TracCloudGuideTabs}}
| style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{TracCloudModulesTOC}}
<div class="tcWidgetPage">
| style="vertical-align:top; padding:20px 20px 20px 2px;" |
<div class="category">
{| style="width:100%; vertical-align:top; "
{{TracCloudModulesTOC}}
</div>
<div style='text-align: center;'>
<div style='text-align: center;'>
<big><b>
<big><b>
==Q2 Tables==
==Q2 Tables==
</big></b></div><br>
</big></b></div>


<b>Q2 Tables</b> dynamically manages <i>study and work table tutoring</i> and <i>advising scenarios</i>, tracking the total time a student spends in the center, while also recording each individual contact—or <i>table visit</i> a student has with staff.<br>
<b>Q2 Tables</b> offers a unique approach to attendance tracking specifically for study table centers, tracking the total time a student spends in the center in addition to recording the individual <i>table visits</i> where students received help from consultants. Students begin their center visit studying independently, while having the ability to request assistance as needed. Q2 offers the ability for students to virtually raise their hand and specify what they need help with, which consultants will be notified of. Smartphones and tablets drive the queuing system, for both students requesting help and staff viewing which students need assistance while recording table visit time.


[[File:4g54g54wg.png|400px]]<br><br>
[[File:4304595.png|600px]]<br><br>


Q2 Tables is a redesign of a log in and out system, specifically for study table centers where students work on their own or study independently, while having the ability to request assistance as needed. No need to have students raise their hand, flag, or use another physical option to notify that they need some help – it is completely digital and web-based. Smartphones and tablets drive the queuing system for students that need assistance, and for staff to see the queue from their device and record each individual contact with students.<br><br>
At any point during a student's independent study time, they can request help. This is a three-step process.


[[File:r76jr64.png|border|300px]] [[File:242g353.png|border|400px]]
* 1. The student opens the help request link from their email or scans a nearby QR code, enters their ID number, then specifies what they need help with and which table they're at.
 
* 2. A consultant sees that the student has requested help for a subject they can assist with. The consultant will go to that table (or send an online invite link for a virtual session) and begin the table visit.
 
* 3. Once the student has received all the assistance they need, the consultant will conclude the table visit. This process can repeat if the student needs more help later.<br><br>
 
[[File:3195146.png|600px]]
 
<hr>
==<b>Usage</b>==
 
The end-user perspective of Q2. Students requesting and receiving help, with staff managing table visits, recording notes, and more.


<hr>
<hr>
==How does Q2 Tables work for Students?==
<!-------------------------------------------- Student view -------------------------------------------->
<br>
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>How does Q2 Tables work for Students?</big></div><div class="mw-collapsible mw-collapsed">
<br><br>


A student logs into a Q2 center ("<i>From Center</i>") to record the start of their visit. A staff member can log a student in manually, or the student can log themselves in via a kiosk using a barcode scanner, QR code, or by typing their student ID directly into the search field.<br><br>
A student logs into a Q2 center ("<i>From Center</i>") to record the start of their visit. A staff member can log a student in manually, or the student can log themselves in via a kiosk using a barcode scanner, QR code, or by typing their student ID directly into the search field.<br><br>


Upon log in, students will be asked if they would like to receive an email regarding the Q2 help process. This email will contain a <i>Q2 Help Link</i> that students can use to virtually raise their hand, indicating that they need assistance from a staff member working in the Q2 center.<br><br>
Upon login, students will be asked if they would like to receive an email regarding the Q2 request for help process. This email will contain a <i>Q2 Help Link</i> that students can use to virtually raise their hand, indicating that they need assistance from a consultant. This prompt will contain the student's TracCloud email address by default, but they can be given the ability to enter a preferred email address instead.<br>
 
If the student requests an email to be sent to them regarding the help process, the system will ask if the student would like an email sent to their current email on file, or if another address would be preferred.<br>


[[File:3723497.png|350px]] [[File:5274566.png|470px]]<br><br>
[[File:3723497.png|350px]] [[File:5274566.png|470px]]<br><br>


If the student chooses not to receive an email regarding the <i>Q2 Help Link</i>, students also have the option to scan a QR code placed in the area that the student is working independently. QR codes are generated by TracCloud and be created to represent different tables, rooms or locations in your physical center.<br><br>
If the student chooses not to receive an email containing the <i>Q2 Help Link</i>, they will also have the option to scan a QR code placed by your staff nearby. These QR codes can be table-specific, or you can share a single generic QR code and allow the student to choose their table from a drop-down menu. Both options are generated in your Q2 config.<br><br>
 
Example:<br>
Table A<br>
Table B<br>
Table C<br>


[[File:59045236.png|700px]]<br><br>
[[File:59045236.png|700px]]<br><br>


Once the student scans the QR code from their mobile device or clicks on the emailed <i>Q2 Help Link</i>, the student will end up at the window below. Here, the student will be asked to enter their email address or student ID number to login and request help.<br>
Once the student scans the QR code or clicks on the emailed <i>Q2 Help Link</i>, they will end up at the window below. Here, the student will be asked to enter their email address or student ID number to request help.<br>


[[File:4585076.png|500px]]<br><br>
[[File:4585076.png|500px]]<br><br>


After the student enters their ID or Email address and clicks the continue button, the student will be prompted to select some additional options as to why they are requesting help. The option to select a Subject and Reason can be toggled on or off in your Q2 settings. If the option to ask for Subject and Reason are disabled, the student will simply be prompted to click the “Request Help” button to request assistance. Once the request for help has been submitted, the student will be moved into a queue only visible from the consultant’s perspective, which will display all students currently requesting help, indicated by a raised-hand icon.<br>
After the student enters their ID or email address and clicks the continue button, they will be prompted to fill in some additional fields to describe what they need assistance with. The option to select a subject and reason can be toggled on or off in your Q2 config settings, depending on whether or not that information is relevant for your Q2 use-case. Once the request for help has been submitted, the student will be moved into a queue only visible from the consultant’s perspective, which will display all students currently requesting help, indicated by a raised-hand icon.<br>
 
[[File:4458343.png|500px]]<br><br>
 
Students can also physically raise their hand or ask someone for help, and a staff member can then virtually raise the student's hand for them by clicking the box to the left of the student's name, as seen in the next portion of this article.
</div>
<hr>
<!-------------------------------------------- Staff view -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>How does Q2 Tables work for Staff?</big></div><div class="mw-collapsible mw-collapsed">
<br><br>
 
Staff will be able to open the Q2 queue directly from their dashboard to view logged in students and who has their hand raised. The list of options will be based on their permission group.
 
[[File:3475479.png|800px]]<br>
 
[[File:3029674.png|800px]]<br><br>
 
The staff Q2 Dashboard is split into two columns. On the left, students in the center working independently or with other consultants, and whether or not their hand is raised requesting assistance. On the right, students currently being helped by the consultant viewing this page. Each column can be collapsed by clicking on the {{#fas:caret-down}} button, which can be useful on smaller screens.<br><br>
 
The {{#fas:gear}} icon in the lower-left corner also offers additional options.
:* <b>Log Out</b> & <b>Main Menu</b> are self explanatory, allowing the staff member to return to the dashboard or log out of their browser session.
:* {{#fas:qrcode}} allows the user to quickly access all of the QR codes relating to this Q2 config.
:* <b>Queue Mode</b> hides the "Currently being helped" column, students who don't have their hand raised, and additional details such as student photo. This can be displayed on a screen in the center so that students can see where they are in the queue if several students are requesting help at once.
:* <b>Available Configurations</b> allows the user to quickly switch to a different Q2 config, still limited by their permission group.<br><br>
 
Staff members can be allowed to manage student's raised hands, and either raise or lower their hand by clicking the space to the left of their name. If your system has any [[TracCloudGuideGlobalCustom|Q2 Raise Hand custom fields]], they can be viewed by clicking the {{#fas:angles-down}} icon.
 
[[File:4362869.png|600px]]<br><br>
 
In both cases, an additional pop-up will open to ask for more information and confirm that you want to raise/lower their hand. "Bump to top of list" can be used to artificially add wait time to the hand raise so that they're sorted to the top of the list.
 
[[File:2993886.png|500px]]<br><br>
 
Clicking on the entry will start a table visit with the student. This will lower the student's hand automatically (if it was raised in the first place), and they will now appear in the "Currently being helped" column for the consultant. This will also open a pop-up menu to edit the table visit, allowing the consultant to adjust the reason/subject or enter notes. If this pop-up menu is closed, it can be re-opened by clicking on the table visit entry in the right column at any time. Keep in mind that table visits cannot be managed from more than one device or browser session at a time. The table visit must be started and concluded in the same session.
 
[[File:1969359.png|600px]]<br>
 
[[File:7076842.png|800px]]<br><br>
 
Once the consultant is ready to conclude the table visit, they can click on the {{#fas:right-from-bracket}} icon to end the visit and move the student back to the left column as they continue to work independently. This will also give the consultant a chance to enter any final notes before concluding the visit. If the visit was started by mistake and the table visit needs to be deleted rather than concluded, the {{#fas:trash-can}} button can be used instead.
 
[[File:9875904.png|600px]]
 
</div>
<hr>
<!-------------------------------------------- q2remote -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>Using Q2 Remote for Online Drop-in Sessions</big></div><div class="mw-collapsible mw-collapsed">
<br><br>
Q2 can also be utilized in an Online context. Your availability should look something like this, set to Drop-in, Online, with the Online URL set to <b>Q2Remote</b>. This can also be made a drop-down option by modifying your [[TracCloudGuideGlobalSystem|Default Online Options in Global Preferences.]]
 
[[File:9710535.png|600px]]<br><br>
 
<b>As a student, </b>I can search for and click on this Drop-in session as usual.<br>
[[File:6883439.png|600px]]<br><br>
 
However, clicking 'Enter Online Session' in this case will take me to the following form rather than a meeting room. This allows me (the student) to specify what I need help with and virtually raise my hand, waiting at this form until a link is ready.<br>
[[File:5919309.png|600px]]<br><br>
 
<b>As a staff member</b> monitoring this Q2 config, I can see a student has their hand raised for a remote session. Clicking on that entry prompts me to send them a remote meeting link, such as a Zoom or Webex room.<br>
[[File:6847113.png|700px]]<br>
[[File:4338833.png|500px]]<br><br>


[[File:4674785.png|550px]]<br><br>
And once again <b>as a student</b>, I see that my meeting link is ready, which I can click to join. After the visit has concluded, the staff member will lower my hand as usual and the student can request help again if needed.<br>
[[File:8698573.png|600px]]
</div>
<hr>
==<b>Q2 Configuration</b>==


Students can also physically raise their hand, and a staff member can then virtually raise the student's hand for them by clicking the box to the left of the student's name, as shown in the screenshot below.
Before you can track table visits, you will need to create your Q2 config and update group permissions to ensure that everything is configured to your needs.


[[File:3463695.png|550px]]<br><br>
<hr>
<hr>
<!-------------------------------------------- Q2 config -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>How to set up Q2</big></div><div class="mw-collapsible mw-collapsed">
<br><br>
To begin creating your Q2 Configuration. Click on <i>Other > Q2 Tables: Configurations</i>. Select the Hamburger icon {{#fas:bars}} and click <b>New Q2 Configuration</b><br>
[[File:9464570.png|900px]]<br><br>
* <b>Q2 Configuration Name</b>
::This is the name of this Q2 Config, which will appear on the dashboard to staff opening the Q2 queue.<br><br>
* <b>Profile</b>
::This determines which profile this Q2 Config will be assigned to.<br><br>
* <b>From Center (Queue)</b> & <b>To Center (Center)</b>
::Q2 requires two [[TracCloudGuideProfileCenters|centers]], a <b>From Center</b> (Queue) and a <b>To Center</b> (Center). The <i>From Center/Queue</i> is where the Trac System will record the total time a student spends in the center. The <i>To Center/Center</i> is where the Trac System records each individual contacts a student has with a staff member, also known as <i>micro-visits</i> or <i>table visits</i>.
::The <i>From Center</i> and <i>To Center</i> can both be created in your Profiles. <i>Dashboard > Other > Other Options > [Your profile] > Centers > Create New Center</i>. Your <i>From</i> and <i>To</i> centers will both need to be assigned a [[TracCloud:_Course_Lists|course list]] and [[TracCloudGuideProfileReasons|reason(s)]], the same as your other centers.<br><br>
* <b>Ask for Consultant</b>
::If checked, a consultant selection drop-down will be made available in the raise hand form for staff on the log listing specifically. This does not affect students who are raising their own hand.<br><br>
* <b>Ask for Reason</b> & <b>Ask for Subject</b>
::If one or both of these options are checked, students (and staff on behalf of students) will be able to select a subject/reason when raising their hand. If checked, additional options will be made available to make each of these fields <b>Required</b>. Otherwise, it will be possible to leave these fields blank when requesting help.<br><br>
* <b>Allow Enter Notes</b>
::If checked, consultants will be able to enter notes during their table/micro visits.<br><br>
* <b>Show Reason/Subject in Queue Mode</b>
::By default, these fields are hidden in the Q2 queue mode. These options allow you to display them.<br><br>
* <b>When Assigning Consultant - Logged in for work only</b>
::If you allow your staff to raise student hands from the Log Listing (more information later in this article), they will have the ability to select a consultant to assign this request to. If this option is checked, only consultants [[TracCloudGuideBasicsPayroll|currently logged in for work]] will be shown.<br><br>
* <b>Keep Center visit logged in</b>
::This only applies to students logging in for Q2Remote drop-in sessions. If unchecked, a center visit is not recorded for students, only table visits. If checked, the first time the student goes to raise their hand will also log them into your center. That center visit must be concluded by a staff member or [[TracCloudGuideProfilePrefsLogEtc#Auto_Terminate_Visits_Longer_Than:|terminated automatically]], students are not given the ability to manage their own visits.<br><br>
* <b>Expected Duration</b>
::This is the maximum table visit length before the timer in the <i>Currently Being Helped</i> column turns red indicating that the visit should be concluding soon.
::[[File:5692800.png|400px]]<br><br>
* <b>Confirm Start Help on Initial Click</b>
::If enabled, an additional step is added when beginning a table visit with a student to confirm that the visit should be started. Can be useful if staff are frequently accidentally starting table visits.<br><br>
* <b>Confirm Subject / Reason at Start</b>
::If checked, consultants will be able to modify the subject/reason that was initially selected when the student raised their hand. This prompt will appear at the start of the table visit, when the consultant clicks on the students name in the list.<br><br>
* <b>Prevent Consultant from Raising Student's Hand</b>
::Prevents consultants from raising students' hands on behalf of the students.<br><br>
* <b>Prevent Student from editing the email address for sending table help instructions</b>
::Enforce that the Q2 help instructions prompt use the email address from their student profile, preventing them from using a different address.<br><br>
* <b>Play sound when hand raised</b>
::This will play a sound whenever a student raises their hand to get the attention of whoever is monitoring the queue.
[[File:8522609.png|900px]]<br><br>


==How does Q2 Tables work for Staff?==
* <b>Table Listing</b>
<br>
::This is where you can define the individual tables that students can request help from. Use <b>Generate Table List QR Codes</b> to display the QR codes for these specific tables. Table Locations can also be defined, which will be recorded for reporting purposes.<br><br>


Staff have Q2 links on their TracCloud Dashboard that will take them directly into the Q2 Configuration for their respective centers.<br>
* <b>Table Help Procedures</b>
::This message will display when a student scans a QR code with their phone. The text will be visible immediately above the ID field.<br><br>


[[File:6259304.png|700px]]<br><br>
* <b>KIOSK Login Instructions</b>
::This message appears during the initial center login on a KIOSK or Log Listing. This text appears on the same screen where the student can email themselves the <i>Raise Hand</i> link.<br><br>


Once the Q2 Configuration has been opened, a gear icon will be visible in the bottom left corner that will allow staff to access the settings for their current Q2 Config. From here, the staff can log out or return to the Dashboard. The staff can also view their current Config, change to a Queue Mode, or switch to another Q2 Configuration that they have access to.<br>
* <b>Student Instructions Email</b>
::This is where you can customize the contents of the email sent to the student. The URL will always be included below the text you enter here. This field supports [[TracCloudGuideProfilePrefsTwig|twig]].
</div>
<hr>
<!-------------------------------------------- log listing -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>Q2 Log Listing Options</big></div><div class="mw-collapsible mw-collapsed">
<br><br>


[[File:5052186.png|700px]]<br><br>
It is also possible to show Q2 information and options on the Log Listing for staff to manage. These options are found in <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out > Log List Customization</i>. This will only cover the Q2-specific options, for everything else, check out the [[TracCloudGuideProfilePrefsLogListingCustom|dedicated Log List Customization article.]]


The staff Q2 Dashboard is split into two separate views. On the left, students in the Queue working independently, and whether or not they're currently raising their hand requesting assistance. On the right, students currently being helped by staff.<br><br>
[[File:5455866.png|900px]]<br><br>


Staff have a few actions when viewing/managing students in the Queue working independently.<br>
* <b>Q2 Hand Raised</b>
::This adds a 'Raise Hand' button to the Log Listing, allowing staff to raise or lower each student's hand. This will also display the table that the student has requested help at.<br><br>


:<b>1.</b> Clicking this box will allow the staff to manually raise or lower the student's hand, indicating whether or not they're requesting assistance.<br>
* <b>Q2 Visits List</b>
:<b>2.</b> Hovering over the image will enlarge the student's photo as seen in the screenshot below.<br>
::This shows the student's currently ongoing table visits, if there are any.<br><br>
:<b>3.</b> Clicking to the right of the photo will automatically move the student to the <i>currently being helped</i> area. Students can be moved to this area regardless of whether or not they have their hand raised.<br>


[[File:6541784.png|700px]]<br><br>
* <b>Q2 Visit Flag</b>
::If enabled, a wifi icon will be added to the log listing for students who are logged in for a Q2Remote session.<br><br>


Once the student’s hand has been raised, an Icon will appear indicating that the student is requesting assistance.<br>
* <b>Q2 Consultant</b>
:<b>1.</b> Clicking the Icon will allow you to lower the student's hand if they no longer require help.<br>
::Shows the name of the consultant that the student is requesting help with, or the name of the consultant who is currently helping the student.<br><br>
:<b>2.</b> Clicking to the right of the student’s name will move the student to the <i>currently being helped</i> area and will start the visit with the staff.<br>


[[File:1098032.png|700px]]<br><br>
* <b>Q2 Consultant Alias</b>
::Shows the alias of the consultant that the student is requesting help with, or the alias of the consultant who is currently helping the student.<br><br>


Once the student has been moved to the “Currently Being Help” area, you may click on the entry to adjust the student's subject or enter notes at any time. If you wish to enter notes but not conclude the visit, you may click the “Close” option at the bottom to close the entry after your notes have been entered. You may open and close the entry to make adjustments and add notes as many times as needed throughout the visit. When you are ready to conclude the meeting, click on “Conclude the Visit" to finish the meeting with that student. Once the interaction has been recorded and concluded, the student will be returned to the queue on the left to once again study independently until their hand is raised again.<br><br>
* <b>Q2 Current Reason/Subject</b>
::These display the subject/reason the student is requesting help for.<br><br>


Clicking the “x” to the right of the student’s entry will cancel the request for help, lower the student’s hand, and return the student to the Queue on the left.<br>
* <b>Q2 Reason/Subject</b>
::These display the reason/subject that the student is being helped with or was last helped with.


[[File:2352011.png|700px]]<br><br>
[[File:1734174.png|600px]]
</div>
<hr>
<hr>
==How to set up Q2==
<!-------------------------------------------- Groups -------------------------------------------->
<br>
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>Permission Groups</big></div><div class="mw-collapsible mw-collapsed">
<br><br>
In order for staff to have access to Q2, their [[TracCloud:_Permission_Groups|permission group]] will need to be modified and adjusted to enable that access. The Admin/Modules tab will allow you to add a Q2 Config to each group as needed. This can be found in <i>Other > Other Options > Groups > [The group you want to modify] > Admin / Modules tab</i>.<br><br>


Q2 requires two centers, a <b>From Center</b> (Queue) and a <b>To Center</b> (Center). The <i>From Center/Queue</i> is where the Trac System will record the total time a student spends in the center. The <i>To Center/Center</i> is where the Trac System records each individual contacts a student has with a staff member, or "<i>Micro-Visits</i>."<br><br>
[[File:7118569.png|900px]]


The <i>From Center</i> and <i>To Center</i> can both be created in your Profiles. <i>Dashboard > Other > Other Options > Select your Profile > Centers > Create New Center</i>. Your <i>From</i> and <i>To</i> Center will both need to be assigned a course and a reason list in order to service students in each center and configuration.<br><br>
</div>
<hr>
<!-------------------------------------------- Custom Fields -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>Q2 Custom Fields</big></div><div class="mw-collapsible mw-collapsed">
<br><br>
In the event that you need to create a custom question for students to answer while raising their hand, this can be accomplished with custom fields. To create a Q2 custom field, go to <i>Other > Other Options > Custom Fields</i>. For more information on configuring custom fields in general, take a look at our [[TracCloudGuideGlobalCustom|dedicated custom fields article]]. In this case, make sure the location of your new custom field is set to "Visit - Q2 Raise Hand."


Next, you will need to create your Q2 Configuration. From the your Dashboard, click on Other > Q2 Tables > Q2 Configurations. Select the Hamburger icon ([[File:Hamburger.png|17px]]) and click “New Q2 Configuration”<br>
[[File:4511038.png|700px]]<br><br>


[[File:7141502.png|900px]]<br><br>
Once your question has been created, students will be prompted to answer it when they request help through Q2. As a staff member, you can view student answers on the Q2 query screen by clicking on the {{#fas:angles-up}} icon to the right of the student's name.


Lastly, in order for staff to have access to Q2, their permission group will need to be modified and adjusted to enable that access. The Admin/Modules tab will allow you to add a Q2 Config to each group as needed. Your permission groups can be found in <i>Other > Other > Options > Groups > select the group you wish to modify</i>.<br><br>
[[File:1166662.png|700px]]<br><br>
 
[[File:9310610.png|700px]]<br><br>
 
</div>
<hr>
==<b>Q2 Report</b>==
There is currently one report available to view Q2 table visit data found in its own report category, <b>Q2 Tables</b>, detailed below.
 
<hr>
<!-------------------------------------------- q2 visits by-------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big>Q2 Visits by ??</big></div><div class="mw-collapsible mw-collapsed">
<br><br>
{{:TracCloud_Report:_Q2_Visits_by_%3F%3F}}
</div>
<hr>


For information on purchasing the Q2 Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br>
For information on purchasing the Q2 Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br>
For Q2 functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]
For Q2 functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]


 
[[Category:TracCloud]]
|}
</div>
{{DISPLAYTITLE:<span style="position: absolute; clip: rect(1px 1px 1px 1px); clip: rect(1px, 1px, 1px, 1px);">{{FULLPAGENAME}}</span>}}

Revision as of 09:51, 20 November 2024

Q2 Tables

Q2 Tables offers a unique approach to attendance tracking specifically for study table centers, tracking the total time a student spends in the center in addition to recording the individual table visits where students received help from consultants. Students begin their center visit studying independently, while having the ability to request assistance as needed. Q2 offers the ability for students to virtually raise their hand and specify what they need help with, which consultants will be notified of. Smartphones and tablets drive the queuing system, for both students requesting help and staff viewing which students need assistance while recording table visit time.

4304595.png

At any point during a student's independent study time, they can request help. This is a three-step process.

  • 1. The student opens the help request link from their email or scans a nearby QR code, enters their ID number, then specifies what they need help with and which table they're at.
  • 2. A consultant sees that the student has requested help for a subject they can assist with. The consultant will go to that table (or send an online invite link for a virtual session) and begin the table visit.
  • 3. Once the student has received all the assistance they need, the consultant will conclude the table visit. This process can repeat if the student needs more help later.

3195146.png


Usage

The end-user perspective of Q2. Students requesting and receiving help, with staff managing table visits, recording notes, and more.


How does Q2 Tables work for Students?



A student logs into a Q2 center ("From Center") to record the start of their visit. A staff member can log a student in manually, or the student can log themselves in via a kiosk using a barcode scanner, QR code, or by typing their student ID directly into the search field.

Upon login, students will be asked if they would like to receive an email regarding the Q2 request for help process. This email will contain a Q2 Help Link that students can use to virtually raise their hand, indicating that they need assistance from a consultant. This prompt will contain the student's TracCloud email address by default, but they can be given the ability to enter a preferred email address instead.

3723497.png 5274566.png

If the student chooses not to receive an email containing the Q2 Help Link, they will also have the option to scan a QR code placed by your staff nearby. These QR codes can be table-specific, or you can share a single generic QR code and allow the student to choose their table from a drop-down menu. Both options are generated in your Q2 config.

59045236.png

Once the student scans the QR code or clicks on the emailed Q2 Help Link, they will end up at the window below. Here, the student will be asked to enter their email address or student ID number to request help.

4585076.png

After the student enters their ID or email address and clicks the continue button, they will be prompted to fill in some additional fields to describe what they need assistance with. The option to select a subject and reason can be toggled on or off in your Q2 config settings, depending on whether or not that information is relevant for your Q2 use-case. Once the request for help has been submitted, the student will be moved into a queue only visible from the consultant’s perspective, which will display all students currently requesting help, indicated by a raised-hand icon.

4458343.png

Students can also physically raise their hand or ask someone for help, and a staff member can then virtually raise the student's hand for them by clicking the box to the left of the student's name, as seen in the next portion of this article.


How does Q2 Tables work for Staff?



Staff will be able to open the Q2 queue directly from their dashboard to view logged in students and who has their hand raised. The list of options will be based on their permission group.

3475479.png

3029674.png

The staff Q2 Dashboard is split into two columns. On the left, students in the center working independently or with other consultants, and whether or not their hand is raised requesting assistance. On the right, students currently being helped by the consultant viewing this page. Each column can be collapsed by clicking on the button, which can be useful on smaller screens.

The icon in the lower-left corner also offers additional options.

  • Log Out & Main Menu are self explanatory, allowing the staff member to return to the dashboard or log out of their browser session.
  • allows the user to quickly access all of the QR codes relating to this Q2 config.
  • Queue Mode hides the "Currently being helped" column, students who don't have their hand raised, and additional details such as student photo. This can be displayed on a screen in the center so that students can see where they are in the queue if several students are requesting help at once.
  • Available Configurations allows the user to quickly switch to a different Q2 config, still limited by their permission group.

Staff members can be allowed to manage student's raised hands, and either raise or lower their hand by clicking the space to the left of their name. If your system has any Q2 Raise Hand custom fields, they can be viewed by clicking the icon.

4362869.png

In both cases, an additional pop-up will open to ask for more information and confirm that you want to raise/lower their hand. "Bump to top of list" can be used to artificially add wait time to the hand raise so that they're sorted to the top of the list.

2993886.png

Clicking on the entry will start a table visit with the student. This will lower the student's hand automatically (if it was raised in the first place), and they will now appear in the "Currently being helped" column for the consultant. This will also open a pop-up menu to edit the table visit, allowing the consultant to adjust the reason/subject or enter notes. If this pop-up menu is closed, it can be re-opened by clicking on the table visit entry in the right column at any time. Keep in mind that table visits cannot be managed from more than one device or browser session at a time. The table visit must be started and concluded in the same session.

1969359.png

7076842.png

Once the consultant is ready to conclude the table visit, they can click on the icon to end the visit and move the student back to the left column as they continue to work independently. This will also give the consultant a chance to enter any final notes before concluding the visit. If the visit was started by mistake and the table visit needs to be deleted rather than concluded, the button can be used instead.

9875904.png


Using Q2 Remote for Online Drop-in Sessions



Q2 can also be utilized in an Online context. Your availability should look something like this, set to Drop-in, Online, with the Online URL set to Q2Remote. This can also be made a drop-down option by modifying your Default Online Options in Global Preferences.

9710535.png

As a student, I can search for and click on this Drop-in session as usual.
6883439.png

However, clicking 'Enter Online Session' in this case will take me to the following form rather than a meeting room. This allows me (the student) to specify what I need help with and virtually raise my hand, waiting at this form until a link is ready.
5919309.png

As a staff member monitoring this Q2 config, I can see a student has their hand raised for a remote session. Clicking on that entry prompts me to send them a remote meeting link, such as a Zoom or Webex room.
6847113.png
4338833.png

And once again as a student, I see that my meeting link is ready, which I can click to join. After the visit has concluded, the staff member will lower my hand as usual and the student can request help again if needed.
8698573.png


Q2 Configuration

Before you can track table visits, you will need to create your Q2 config and update group permissions to ensure that everything is configured to your needs.


How to set up Q2



To begin creating your Q2 Configuration. Click on Other > Q2 Tables: Configurations. Select the Hamburger icon and click New Q2 Configuration

9464570.png

  • Q2 Configuration Name
This is the name of this Q2 Config, which will appear on the dashboard to staff opening the Q2 queue.

  • Profile
This determines which profile this Q2 Config will be assigned to.

  • From Center (Queue) & To Center (Center)
Q2 requires two centers, a From Center (Queue) and a To Center (Center). The From Center/Queue is where the Trac System will record the total time a student spends in the center. The To Center/Center is where the Trac System records each individual contacts a student has with a staff member, also known as micro-visits or table visits.
The From Center and To Center can both be created in your Profiles. Dashboard > Other > Other Options > [Your profile] > Centers > Create New Center. Your From and To centers will both need to be assigned a course list and reason(s), the same as your other centers.

  • Ask for Consultant
If checked, a consultant selection drop-down will be made available in the raise hand form for staff on the log listing specifically. This does not affect students who are raising their own hand.

  • Ask for Reason & Ask for Subject
If one or both of these options are checked, students (and staff on behalf of students) will be able to select a subject/reason when raising their hand. If checked, additional options will be made available to make each of these fields Required. Otherwise, it will be possible to leave these fields blank when requesting help.

  • Allow Enter Notes
If checked, consultants will be able to enter notes during their table/micro visits.

  • Show Reason/Subject in Queue Mode
By default, these fields are hidden in the Q2 queue mode. These options allow you to display them.

  • When Assigning Consultant - Logged in for work only
If you allow your staff to raise student hands from the Log Listing (more information later in this article), they will have the ability to select a consultant to assign this request to. If this option is checked, only consultants currently logged in for work will be shown.

  • Keep Center visit logged in
This only applies to students logging in for Q2Remote drop-in sessions. If unchecked, a center visit is not recorded for students, only table visits. If checked, the first time the student goes to raise their hand will also log them into your center. That center visit must be concluded by a staff member or terminated automatically, students are not given the ability to manage their own visits.

  • Expected Duration
This is the maximum table visit length before the timer in the Currently Being Helped column turns red indicating that the visit should be concluding soon.
5692800.png


  • Confirm Start Help on Initial Click
If enabled, an additional step is added when beginning a table visit with a student to confirm that the visit should be started. Can be useful if staff are frequently accidentally starting table visits.

  • Confirm Subject / Reason at Start
If checked, consultants will be able to modify the subject/reason that was initially selected when the student raised their hand. This prompt will appear at the start of the table visit, when the consultant clicks on the students name in the list.

  • Prevent Consultant from Raising Student's Hand
Prevents consultants from raising students' hands on behalf of the students.

  • Prevent Student from editing the email address for sending table help instructions
Enforce that the Q2 help instructions prompt use the email address from their student profile, preventing them from using a different address.

  • Play sound when hand raised
This will play a sound whenever a student raises their hand to get the attention of whoever is monitoring the queue.

8522609.png

  • Table Listing
This is where you can define the individual tables that students can request help from. Use Generate Table List QR Codes to display the QR codes for these specific tables. Table Locations can also be defined, which will be recorded for reporting purposes.

  • Table Help Procedures
This message will display when a student scans a QR code with their phone. The text will be visible immediately above the ID field.

  • KIOSK Login Instructions
This message appears during the initial center login on a KIOSK or Log Listing. This text appears on the same screen where the student can email themselves the Raise Hand link.

  • Student Instructions Email
This is where you can customize the contents of the email sent to the student. The URL will always be included below the text you enter here. This field supports twig.

Q2 Log Listing Options



It is also possible to show Q2 information and options on the Log Listing for staff to manage. These options are found in Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out > Log List Customization. This will only cover the Q2-specific options, for everything else, check out the dedicated Log List Customization article.

5455866.png

  • Q2 Hand Raised
This adds a 'Raise Hand' button to the Log Listing, allowing staff to raise or lower each student's hand. This will also display the table that the student has requested help at.

  • Q2 Visits List
This shows the student's currently ongoing table visits, if there are any.

  • Q2 Visit Flag
If enabled, a wifi icon will be added to the log listing for students who are logged in for a Q2Remote session.

  • Q2 Consultant
Shows the name of the consultant that the student is requesting help with, or the name of the consultant who is currently helping the student.

  • Q2 Consultant Alias
Shows the alias of the consultant that the student is requesting help with, or the alias of the consultant who is currently helping the student.

  • Q2 Current Reason/Subject
These display the subject/reason the student is requesting help for.

  • Q2 Reason/Subject
These display the reason/subject that the student is being helped with or was last helped with.

1734174.png


Permission Groups



In order for staff to have access to Q2, their permission group will need to be modified and adjusted to enable that access. The Admin/Modules tab will allow you to add a Q2 Config to each group as needed. This can be found in Other > Other Options > Groups > [The group you want to modify] > Admin / Modules tab.

7118569.png


Q2 Custom Fields



In the event that you need to create a custom question for students to answer while raising their hand, this can be accomplished with custom fields. To create a Q2 custom field, go to Other > Other Options > Custom Fields. For more information on configuring custom fields in general, take a look at our dedicated custom fields article. In this case, make sure the location of your new custom field is set to "Visit - Q2 Raise Hand."

4511038.png

Once your question has been created, students will be prompted to answer it when they request help through Q2. As a staff member, you can view student answers on the Q2 query screen by clicking on the icon to the right of the student's name.

1166662.png

9310610.png


Q2 Report

There is currently one report available to view Q2 table visit data found in its own report category, Q2 Tables, detailed below.


Q2 Visits by ??



{{:TracCloud_Report:_Q2_Visits_by_%3F%3F}}


For information on purchasing the Q2 Module, reach out to sales@go-redrock.com
For Q2 functionality questions, reach out to helpdesk@go-redrock.com