TracCloud: Training Resources: Difference between revisions

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<div class="pageTitle">TracCloud Training Resources</div>
==TracCloud Training Resources==
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After purchasing TracCloud, we will go through 5-8 training calls with your SysAdmin(s) to configure the system to your needs and to become more comfortable navigating the Trac System itself. Some training calls will come with additional "homework" to be completed between calls. This article lists out the topics that we will cover during training in roughly the order that they appear (can differ depending on campus configuration, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the Trac System.
After purchasing TracCloud, we will go through 5-8 training calls with your SysAdmin(s) to configure the system to your needs and to become more comfortable navigating the system. Some training calls will come with additional "homework" to be completed between calls. This article lists out the topics that we will cover during training in roughly the order that they appear (can differ depending on campus configuration, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the TracCloud.


For information on the Trac 4.0 to TracCloud migration process specifically, [[TracCloudMigration|click here.]]
For information on the Trac 4.0 to TracCloud migration process specifically, [[TracCloudMigration|click here.]]


<hr>
===Profile-related Records===
<b>Profile-related Records.</b>
* [[TracCloudGuideProfileGeneral|Profile Preferences]]
* [[TracCloudGuideProfileGeneral|Profile Preferences]]
* <b>[[TracCloudGuideProfileCenters|Creating or Updating Centers]]</b> (Homework)
* <b>[[TracCloudGuideProfileCenters|Creating or Updating Centers]]</b> (Homework)
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* <b>[[TracCloudGuideProfileReasons|Creating or Updating Reasons]]</b> (Homework if applicable)
* <b>[[TracCloudGuideProfileReasons|Creating or Updating Reasons]]</b> (Homework if applicable)


<hr>
===Profile Preferences===
 
<b>Profile Preferences.</b>
* [[TracCloudGuideProfilePrefsLogInOut|Log In/Out Prefs]]
* [[TracCloudGuideProfilePrefsLogInOut|Log In/Out Prefs]]
* + [[TracCloudGuideProfilePrefsLogListingCustom|Log Listing Customization]]
* + [[TracCloudGuideProfilePrefsLogListingCustom|Log Listing Customization]]
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* [[TracCloudGuideProfilePrefsTwig|+ Twig Guide (if needed)]]
* [[TracCloudGuideProfilePrefsTwig|+ Twig Guide (if needed)]]
* [[TracCloud:_Location,_Hours_and_Description|Location, Hours and Description]]
* [[TracCloud:_Location,_Hours_and_Description|Location, Hours and Description]]
* <b>[[TracCloudGuideBasicsPayroll|Payroll Setup]]</b> (Homework if applicable)
* <b>[[TracCloud:_Payroll|Payroll Setup]]</b> (Homework if applicable)


<hr>
===Global Preferences===
 
<b>Global Preferences.</b>
* [[TracCloudGuideGlobalSystem|System Preferences]]
* [[TracCloudGuideGlobalSystem|System Preferences]]
* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]
* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]
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* [[TracCloudGuideGlobalSkills|Special Needs, Skills, and Accommodations]]
* [[TracCloudGuideGlobalSkills|Special Needs, Skills, and Accommodations]]
* [[TracCloudGuideGlobalNotifications|Notification Types]]
* [[TracCloudGuideGlobalNotifications|Notification Types]]
* [[TracCloudGuideGlobalWelcome|Welcome Messages]]
* [[TracCloud:_Welcome_Messages|Welcome Messages]]
* [[TracCloud:_Confirm_Bio|Confirm Bio]]
* [[TracCloud:_Confirm_Bio|Confirm Bio]]


<hr>
===System Modules (where applicable)===
 
* <b>[[TracCloudSAGE|SAGE Early Alerts]]</b> (Homework)
<b>System Modules</b> (where applicable).
* <b>[[TracCloudSAGE|SAGE]]</b> (Homework)
* <b>[[TracCloudST|SurveyTrac]]</b> (Homework)
* <b>[[TracCloudST|SurveyTrac]]</b> (Homework)
* <b>[[TracCloudSuccessPlans|Success Plans]]</b> (Homework)
* <b>[[TracCloudSuccessPlans|Success Plans]]</b> (Homework)
* [[TracCloudWB|Whiteboard]]
* [[TracCloud:_Whiteboard|Whiteboard]]
* [[TracCloudQ2|Q2 Tables]]
* [[TracCloudQ2|Q2 Study Tables]]
* [[TracCloud:_TextAlerts|TextAlerts]]
* [[TracCloud:_TextAlerts|TextAlerts]]
* etc


<hr>
===Recording Visits and Managing Schedules===
 
<b>Recording Visits and Managing Schedules.</b>
* [[TracCloudGuideBasicsVisits|Recording Visits]]
* [[TracCloudGuideBasicsVisits|Recording Visits]]
* [[TracCloudGuideBasicsSchedule|Schedule Management]]
* [[TracCloudGuideBasicsSchedule|Schedule Management]]


<hr>
===Running reports (typically a few weeks after going live)===
 
<b>Running reports</b> (typically a few weeks after going live).
* [[TracCloudReports|Reports]]
* [[TracCloudReports|Reports]]


[[Category:TracCloud]]
[[Category:TracCloud Manual]]
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Latest revision as of 16:45, 17 June 2026

Return to User Manual

Getting Started / Basics

TracCloud Training Resources

After purchasing TracCloud, we will go through 5-8 training calls with your SysAdmin(s) to configure the system to your needs and to become more comfortable navigating the system. Some training calls will come with additional "homework" to be completed between calls. This article lists out the topics that we will cover during training in roughly the order that they appear (can differ depending on campus configuration, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the TracCloud.

For information on the Trac 4.0 to TracCloud migration process specifically, click here.

Profile-related Records

Profile Preferences

Global Preferences

System Modules (where applicable)

Recording Visits and Managing Schedules

Running reports (typically a few weeks after going live)

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