TracCloud: Success Plans: Difference between revisions

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This article will go into detail on what options are available for managing your Success Plans, including how to create them, assigning Plans to students, and reporting on that data.
This article will go into detail on what options are available for managing your Success Plans, including how to create them, assigning Plans to students, and reporting on that data.
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==<b>Creating Success Plans</b>==
==<b>Creating Success Plans</b>==


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[[File:3417560.png|900px]]<br><br>
[[File:3417560.png|900px]]<br><br>


The default value for this tab can be loaded by clicking the clipboard icon in the top-left corner of this menu. Both [[TracCloudGuideProfilePrefsTwig|Twig]] and HTML can be used to personalize this. <b>Header</b> displays once at the top of this form, and is expected to contain instructions or details on their Success Plan. <b>Line Display</b> repeats for each Step the student has been assigned, using Twig to determine if the formatting needs to change for each entry. <b>Footer Display</b> is the final block of text in this menu. If these fields are left blank, the Success Plan widget will not be shown on the student dashboard at all.
The default value for this tab can be loaded by clicking the clipboard icon in the top-left corner of this menu. Both [[TracCloud:_Twig|Twig]] and HTML can be used to personalize this. <b>Header</b> displays once at the top of this form, and is expected to contain instructions or details on their Success Plan. <b>Line Display</b> repeats for each Step the student has been assigned, using Twig to determine if the formatting needs to change for each entry. <b>Footer Display</b> is the final block of text in this menu. If these fields are left blank, the Success Plan widget will not be shown on the student dashboard at all.


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<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Emails</b></big></div><div class="mw-collapsible mw-collapsed">
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Emails</b></big></div><div class="mw-collapsible mw-collapsed">
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Emails can be sent to users upon assignment and completion of a Plan, and to act as reminders for individual steps if the due date is approaching. These emails can utilize Twig to display additional information and add logic to the contents of the email itself. [[TracCloudGuideProfilePrefsTwig|More information on Twig can be found here.]]
Emails can be sent to users upon assignment and completion of a Plan, and to act as reminders for individual steps if the due date is approaching. These emails can utilize Twig to display additional information and add logic to the contents of the email itself. [[TracCloud:_Twig|More information on Twig can be found here.]]


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<big>Available Twig Tags:</big>
<big>Available Twig Tags:</big>
{{#lst:TracCloudGuideProfilePrefsTwig|SPTags}}
{{#lst:TracCloud:_Twig|SPTags}}


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* <b>Plan / Step Reminder Options</b>
* <b>Plan / Step Reminder Options</b>
::Multiple reminder emails can be sent as the due date of a Step/Plan approaches. Use these options to determine when those reminders are sent relative to the due date of each Step/Plan. Students will only receive reminders for their current incomplete step. If they do not complete the step, they will not receive reminders for the next step until the previous step is marked as completed.
::Multiple reminder emails can be sent as the due date of a Step/Plan approaches. Use these options to determine when those reminders are sent relative to the due date of each Step/Plan. Students will only receive reminders for their current incomplete step. If they do not complete the step, they will not receive reminders for the next step until the previous step is marked as completed. You can also continuously send reminder step reminders using <b>Step Reminder email again num days repeating</b>.
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<b><nowiki>{{ setResultActions('NextPlanID', '#') }}</nowiki></b> is used to assign a follow-up Success Plan. # should be replaced with the sequence number of the Plan you want to assign. This should be wrapped in Twig logic to determine your criteria for what new Plan should be assigned. [[TracCloudGuideProfilePrefsTwig|More information on how you can utilize Twig can be found here.]]
<b><nowiki>{{ setResultActions('NextPlanID', '#') }}</nowiki></b> is used to assign a follow-up Success Plan. # should be replaced with the sequence number of the Plan you want to assign. This should be wrapped in Twig logic to determine your criteria for what new Plan should be assigned. [[TracCloud:_Twig|More information on how you can utilize Twig can be found here.]]
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For Success Plans functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]
For Success Plans functionality questions, reach out to [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com]


[[Category:TracCloud]]
[[Category:TracCloud Manual]]
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Latest revision as of 20:41, 13 March 2025

Success Plans

The Success Plan module allows you to track students' progress in their Success Plans. Each Success Plan contains Steps for students to complete. Each Step represents a type of task, such as visiting a center, responding to a survey, uploading a document, and more. Success Plans can additionally be chained together, prompting a new Plan to be created when one Plan is completed.

This article will go into detail on what options are available for managing your Success Plans, including how to create them, assigning Plans to students, and reporting on that data.

Creating Success Plans

To create your first Success Plan, go to Other > Success Plans, which will take you to the Success Plans listing, then continue to the Hamburger menu > New Success Plan. Give your Success Plan a name and save, then review the following options.


Steps

Dashboard Display

Emails

Options

Chain a Sub Plan

Using Success Plans

Assigning plans to students, providing access to your staff, and running reports.


Assigning and Managing Success Plans for Students

Group Permissions

Staff and Faculty Dashboard

Success Plans Report

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