TracCloud: Confirm Bio: Difference between revisions
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The confirm bio utility is available for both students and staff, allowing either account type to edit or view their own information. This guide will go over both the Student and Staff options, and different options available to each. | The confirm bio utility is available for both students and staff, allowing either account type to edit or view their own information. This guide will go over both the Student and Staff options, and different options available to each. | ||
Confirm Bio allows students and staff to update their own information, either by following a URL sent to their email address after a KIOSK login, or within a prompt displayed in their browser after signing in. The information they’re allowed to view/edit is up to you. You can also prevent students from logging into a Kiosk until they confirm their information. | |||
Each student has a checkbox in their profile that represents whether or not the student has completed the confirm bio prompt. This checkbox can be reset manually or automatically to ensure that students have the most up to date information in their profile, even if the information differs from what is found in your import file. Students and staff can also manually edit their bio at any time via a widget on their dashboard. | |||
==Student Confirm Bio Settings== | |||
==Staff Confirm Bio Settings== | |||
The staff side of these settings starts off similarly with our activation rules. | |||
[[File:3085489.png|800px]]<br><br> | |||
* <b>Confirm Staff Bio Activation</b> | |||
::Toggles this functionality on or off. | |||
* <b>Reset Staff Confirmations on date</b> and <b>Next Date Time for Reset</b> | |||
::Provides the option to reset confirmations on a specific date, prompting staff members to confirm their bio once again. | |||
* <b>Reset Staff Confirmations after days</b> and <b>Reset after ___ days</b> | |||
::Provides the option to automatically reset confirmations after a certain number of days. | |||
* <b>Confirm Bio Instructions</b> | |||
::This message appears at the top of the Confirm Bio prompt, typically instructions for this process. | |||
[[File:5670600.png|800px]]<br><br> | |||
* <b>Chosen Fields to Display to Staff</b> | |||
::These are the editable fields within the Confirm Bio prompt. Each field can be assigned a status:<br> <span style="color:green">Editable</span> - This field can be edited by staff, but if this field is imported, it will override the contents of this field.<br> <span style="color:blue">Editable - Prevent Override</span> - Allows editing like above, but the import process will not override the data saved here.<br> <span style="color:grey">View Only</span> - The staff member can view the current contents of this field within Confirm Bio, but the field cannot be modified. | |||
* <b>Ask Staff to Type Initials when confirming</b> | |||
::Staff will be prompted to enter their initials before continuing, as a form of e-signature. | |||
* <b>Ask Confirmation on Staff Dashboard</b> | |||
::If disabled, staff will only see the Confirm Bio prompt upon confirmation reset. When enabled, staff can review and update their Bio at any time from a link on their dashboard. | |||
Revision as of 13:31, 16 November 2021
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Confirm Bio The confirm bio utility is available for both students and staff, allowing either account type to edit or view their own information. This guide will go over both the Student and Staff options, and different options available to each. Confirm Bio allows students and staff to update their own information, either by following a URL sent to their email address after a KIOSK login, or within a prompt displayed in their browser after signing in. The information they’re allowed to view/edit is up to you. You can also prevent students from logging into a Kiosk until they confirm their information. Each student has a checkbox in their profile that represents whether or not the student has completed the confirm bio prompt. This checkbox can be reset manually or automatically to ensure that students have the most up to date information in their profile, even if the information differs from what is found in your import file. Students and staff can also manually edit their bio at any time via a widget on their dashboard. Student Confirm Bio SettingsStaff Confirm Bio SettingsThe staff side of these settings starts off similarly with our activation rules.
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