TracCloud: Student Entry Choices: Difference between revisions

Student Entry Choices
This menu allows you to determine which student data fields are visible to staff and accessible in reports, such as Class, College, Ethnicity, Gender, and more. You can also determine how some of these fields display and what choices are available.

For information on Custom Student Entry fields, see our dedicated Custom Fields article.
File:7284819.png

Student Status

Determines which statuses allow students to be logged in on the Log Listing/Kiosk. Active status students can be logged in, while Inactive statuses prevent logins. If a student is going to be logging in and booking appointments themselves, their status must be “Active.”

Next ID Value

When creating new student accounts manually and allowing TracCloud to assign IDs, this setting determines the next ID the Trac System will use. For example, if your imported student ID range is 0000001 to 999999, you can set this to 1000000 to prevent manually created students from possibly conflicting with imported accounts later on.

Show Which ID on Dropsearch

When searching for a student in the “Schedule an Appointment” widget, a drop-down menu appears containing students that match your entered ID. This preference determines which ID is displayed next to the students’ name: ID, Other ID, Other ID2, or Barcode.

Display [Field Name]

This option determines whether or not the field is displayed in the student’s profile or in reports. For example, maybe Ethnicity isn’t an important data point for your campus, we can hide that to simplify our staff view of student profiles and reduce the number of options available in reports.

If a staff member has the ability to edit student profiles, they will also be able to modify the fields selected here.

Width

This determines the size of the field within the students’ profiles. 100% will span the entire Info box, while 8% will only have enough space for a single letter to be visible.

100%

33%

[Field Name] Choices

This determines the available options for a field. For example, a drop-down list of Gender or Major options that can be easily selected by staff.

Menu?

This checkbox determines how the available choices are displayed, and whether or not a staff member can type in a custom value. Unchecked, the choices will appear in a drop-down menu from the right-side of the field, or I can click in the text box and type something else. Alternatively, with “Menu” checked, clicking anywhere in the field will open a menu of choices, and I am unable to write-in my own.

Unchecked:

Checked:

Custom 1 Tab Name

This setting determines the name of the Custom tab within students’ profiles. This tab will contain custom fields that you have configured, as covered in our Custom Fields article.

ID Format Code

Student ID is a numeric value, this option can change how the ID displays on the student listing to visually include alphanumeric characters. See examples below.

Example Student ID: 1931
Format Code	How it displays	Description
%0d	1931	No changes from numeric value.
%05d	01931	Convert to 5-digit format with leading zeros.
%08d	00001931	Convert to 8-digit format with leading zeros.
A%08d	A00001931	Add leading A and convert to 8-digit format.

Show the Center Visits Tab on Main Menu to Students

Adds a dashboard widget allowing students to view their own recent visits.

@@ Line 8: / Line 8: @@
 For information on <b>Custom</b> Student Entry fields, see our dedicated <i>Custom Fields</i> article.
 <br>
-[[File:2431031.png|800px]]
+[[File:7284819.png|800px]]
 <br><br>
+* <b>Student Status</b>
+::Determines which statuses allow students to be logged in on the Log Listing/Kiosk. Active status students can be logged in, while Inactive statuses prevent logins. If a student is going to be logging in and booking appointments themselves, their status must be “Active.”
+<br>
+* <b>Next ID Value</b>
+::When creating new student accounts manually and allowing TracCloud to assign IDs, this setting determines the next ID the Trac System will use. For example, if your imported student ID range is 0000001 to 999999, you can set this to 1000000 to prevent manually created students from possibly conflicting with imported accounts later on.
+<br>
+* <b>Show Which ID on Dropsearch</b>
+::When searching for a student in the “Schedule an Appointment” widget, a drop-down menu appears containing students that match your entered ID. This preference determines which ID is displayed next to the students’ name: ID, Other ID, Other ID2, or Barcode.
+::[[File:5360489.png|450px]]
+<br>
 * <b>Display [Field Name]</b>
 ::This option determines whether or not the field is displayed in the student’s profile or in reports. For example, maybe Ethnicity isn’t an important data point for your campus, we can hide that to simplify our staff view of student profiles and reduce the number of options available in reports.
 ::If a staff member has the ability to edit student profiles, they will also be able to modify the fields selected here.
 <br>
-* <b>Student Status</b>
+::* <b>Width</b>
-::Determines which statuses allow students to be logged in on the Log Listing/Kiosk. Active status students can be logged in, while Inactive statuses prevent logins. If a student is going to be logging in and booking appointments themselves, their status must be “Active.”
+:::This determines the size of the field within the students’ profiles. 100% will span the entire Info box, while 8% will only have enough space for a single letter to be visible.
-<br>
+:::100%
-* <b>Width</b>
+:::[[File:1640056.png|700px]]
-::This determines the size of the field within the students’ profiles. 100% will span the entire Info box, while 8% will only have enough space for a single letter to be visible.
+:::33%
-::100%
+:::[[File:8138813.png|700px]]
-::[[File:1640056.png|700px]]
-::33%
-::[[File:8138813.png|700px]]
 <br>
-* <b>[Field Name] Choices</b>
+::* <b>[Field Name] Choices</b>
-::This determines the available options for a field. For example, a drop-down list of Gender or Major options that can be easily selected by staff.
+:::This determines the available options for a field. For example, a drop-down list of Gender or Major options that can be easily selected by staff.
 <br>
-* <b>Menu?</b>
+::* <b>Menu?</b>
-::This checkbox determines how the available choices are displayed, and whether or not a staff member can type in a custom value. Unchecked, the choices will appear in a drop-down menu from the right-side of the field, or I can click in the text box and type something else. Alternatively, with “Menu” checked, clicking anywhere in the field will open a menu of choices, and I am unable to write-in my own.
+:::This checkbox determines how the available choices are displayed, and whether or not a staff member can type in a custom value. Unchecked, the choices will appear in a drop-down menu from the right-side of the field, or I can click in the text box and type something else. Alternatively, with “Menu” checked, clicking anywhere in the field will open a menu of choices, and I am unable to write-in my own.
-::Unchecked:
+:::Unchecked:
-::[[File:7105624.png|400px]] [[File:1007074.png|300px]]
+:::[[File:7105624.png|400px]] [[File:1007074.png|300px]]
-::Checked:
+:::Checked:
-::[[File:9925623.png|350px]] [[File:6250402.png|300px]]
+:::[[File:9925623.png|350px]] [[File:6250402.png|300px]]
 <br>
 * <b>Custom 1 Tab Name</b>
 ::This setting determines the name of the Custom tab within students’ profiles. This tab will contain custom fields that you have configured, as covered in our Custom Fields article.
 <br>
-* <b>Show Which ID on Dropsearch</b>
+* <b>ID Format Code</b>
-::When searching for a student in the “Schedule an Appointment” widget, a drop-down menu appears containing students that match your entered ID. This preference determines which ID is displayed next to the students’ name: ID, Other ID, Other ID2, or Barcode.
+::Student ID is a numeric value, this option can change how the ID displays on the student listing to visually include alphanumeric characters. See examples below.
-::[[File:5360489.png|450px]]
+{| class="wikitable"
+|+ Example Student ID: 1931
+|-
+| Format Code || How it displays || Description
+|-
+| %0d || 1931 || No changes from numeric value.
+|-
+| %05d || 01931 || Convert to 5-digit format with leading zeros.
+|-
+| %08d || 00001931 || Convert to 8-digit format with leading zeros.
+|-
+| A%08d || A00001931 || Add leading A and convert to 8-digit format.
+|}
 <br>
 * <b>Show the Center Visits Tab on Main Menu to Students</b>

TracCloud: Student Entry Choices: Difference between revisions

From Redrock Wiki

Revision as of 09:29, 3 August 2022

Global Preferences