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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* <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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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
Additional Features
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.
Using Success Plans
Assigning plans to students, providing access to your staff, and running reports.
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