TracCloudWhatsNew2024-07-31 1: Difference between revisions

Conditional survey questions, searching availabilities by center and consultant, new report options, and more in TracCloud for the month of July 2024. Our full changelog can be found here.

SurveyTrac Conditional Questions

You can now create conditional questions in SurveyTrac, which will only appear if previous questions were answered in a particular way. This allows you to ask follow-up questions or gain more information depending on the feedback previously received.

Center and Consultant on Search Availability Widgets

You can now enable a center and consultant choice in your search availability widgets, giving students and staff more ways to filter availability results. These additional options can be enabled in your system preferences (hyperlinked above).

Email Consultants via Visits by ??

The Visits by ?? report has a new option to send visit information to consultants, with each consultant only seeing the visits they're assigned to. This functionality can be thought of as the consultant equivalent to the Visits by Faculty and Subject report.

Report Changes

You can now search for reports and filter out group favorites in the favorite reports menu.

An option to only show section specialties for active registrations has been added to the Consultant Specialties report.

Reason search added to Appointments/Availabilities by Hour by Day of Week.

It's now possible to include availability notes in the Center Schedule report.

You can now filter visits by section custom fields in the additional search of most visit reports.

The Resources Listing report has a new option to include current and upcoming reservations.

Appointments/Visits Utilization will now show non-duplicated availability hours in addition to total hours (where applicable).

Other Changes

There is now a resource return confirmation email that can be sent to the user who checked out the item upon the item's return. This can be found in your profile email preferences.

The 'New Prospective Student' button and the subtitle on the log listing/kiosk can now be renamed in log in/out prefs.

The Visits/Appointments SFTP Export has a new option to include visits that were last modified in the number of days chosen, rather than strictly visits that took place in that range.

"This Week" and "Last Week" date range options added to Status Charts.

Student flag can now be added as a visible field on the log listing.

You can now enter a custom notice for the generic all-profiles kiosk in General KIOSK Login Options.

Resource collateral column added to Resources Listing.

Student sequence number now appears in the top-right corner of student records in addition to ID number.

@@ Line 1: / Line 1: @@
-{{WIP}}
 {{TracCloudWhatsNewTABS}}
 <div class="tcWidgetPage">
@@ Line 15: / Line 13: @@
 <big>SurveyTrac Conditional Questions</big><br>
-You can now create conditional questions in [[TracCloudST|SurveyTrac]], to have questions appear depending on the answer to previous questions.
+You can now create conditional questions in [[TracCloudST|SurveyTrac]], which will only appear if previous questions were answered in a particular way. This allows you to ask follow-up questions or gain more information depending on the feedback previously received.
 [[File:9023768.mp4|600px]]<br><br>
 <div class="line"></div>
-<big>Main Topic</big><br>
+<big>Center and Consultant on Search Availability Widgets</big><br>
-Choose center and choose consultant on search availability
+You can now enable a center and consultant choice in your [[TracCloudGuideGlobalSearchAvail|search availability widgets]], giving students and staff more ways to filter availability results. These additional options can be enabled in your system preferences (hyperlinked above).
-[[File:.png|700px]]<br><br>
+[[File:3719784.png|500px]]<br><br>
 <div class="line"></div>
 <big>Email Consultants via Visits by ??</big><br>
-The [[TracCloudReportsStudents06|Visits by ??]] has a new option to send the resulting visit information to each consultant, with only their own visits. This is the consultant equivalent of the [[TracCloudReportsManagement14|Visits by Faculty and Subject]] report.
+The [[TracCloudReportsStudents06|Visits by ??]] report has a new option to send visit information to consultants, with each consultant only seeing the visits they're assigned to. This functionality can be thought of as the consultant equivalent to the [[TracCloudReportsManagement14|Visits by Faculty and Subject]] report.
 [[File:5213513.png|700px]]<br><br>
@@ Line 41: / Line 39: @@
 * An option to only show section specialties for active registrations has been added to the [[TracCloudReportsManagement06|Consultant Specialties]] report.
-* Reason search added to [[TracCloudReportsManagement12|Appointments/Availabilities by Hour by Day of Week]]
+* Reason search added to [[TracCloud_Report:_Appointments/Availabilities_by_Hour_by_Day_of_Week|Appointments/Availabilities by Hour by Day of Week]].
+* It's now possible to include availability notes in the [[TracCloudReportsManagement03|Center Schedule]] report.
 * You can now filter visits by section [[TracCloudGuideGlobalCustom|custom fields]] in the additional search of most visit reports.
@@ Line 47: / Line 47: @@
 * The [[TracCloudReportsManagement21|Resources Listing]] report has a new option to include current and upcoming [[TracCloudGuideBasicsResources|reservations]].
-* [[TracCloudReportsManagement02|Appointments/Visits Utilization]] will now show non-duplicated availability hours in addition to total hours.
+* [[TracCloud_Report:_Appointments/Visits_Utilization|Appointments/Visits Utilization]] will now show non-duplicated availability hours in addition to total hours (where applicable).<br><br>
-* .<br><br>
 <div class="line"></div>
 <big>Other Changes</big>
-* There is now a [[TracCloudGuideBasicsResources|resource]] return confirmation email that can be sent to the user who checked out the item upon the item's return. This can be found in your [[TracCloudGuideProfilePrefsEmails|profile email preferences]].
+* There is now a [[TracCloudGuideBasicsResources|resource]] return confirmation email that can be sent to the user who checked out the item upon the item's return. This can be found in your [[TracCloud: Emails|profile email preferences]].
-* The 'New [[TracCloudProspectStudents|Prospective Student]]' button and the subtitle on the log listing/kiosk can now be renamed in [[TracCloudGuideProfilePrefsLogInOut|log in/out]] prefs.
+* The 'New [[TracCloudProspectStudents|Prospective Student]]' button and the subtitle on the log listing/kiosk can now be renamed in [[TracCloud:_Log_In/Out_Preferences|log in/out]] prefs.
 * The [[TracCloudTechExport|Visits/Appointments SFTP Export]] has a new option to include visits that were last modified in the number of days chosen, rather than strictly visits that took place in that range.
-* "This Week" and "Last Week" date range options added to [[TracCloudGuideGlobalDashCharts|Status Charts]].
+* "This Week" and "Last Week" date range options added to [[TracCloud:_Dashboard_Charts_and_Dashboard_Surveys|Status Charts]].
-* [[TracCloudGuideGlobalStudentFields|Student flag]] can now be added as a visible [[TracCloudGuideProfilePrefsLogListingCustom|field on the log listing]].
+* [[TracCloud:_Student_Entry_Choices|Student flag]] can now be added as a visible [[TracCloudGuideProfilePrefsLogListingCustom|field on the log listing]].
 * You can now enter a custom notice for the generic all-profiles kiosk in [[TracCloudGuideGlobalBarcode|General KIOSK Login Options]].

TracCloudWhatsNew2024-07-31 1: Difference between revisions

From Redrock Wiki

Latest revision as of 16:57, 22 November 2024

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