TracCloudGuideProfileCenters: Difference between revisions

Centers
The Centers tab contains all of the Centers created in this profile. A center can represent a physical center, department, or any other division that you may want to designate. From this menu, we can also see the linked course list and the color designation.

Creating a Center

The hamburger icon (File:Hamburger.png) button contains the option to create a new center. Once selected, you will be taken to a General tab where you can start configuring your center.

File:8480877.png

Inactive

We never recommend deleting centers in TracCloud, as this will remove the related records (Visits/Appointments/etc) from reports and student/staff histories. Instead, we recommend setting these records to Inactive, which will hide it from view, but keeps the records available for reports or reactivation.

Profile

All of your centers are assigned to profiles; this field displays which profile this particular center has been assigned to. This will default to whichever profile you started creating the center from.

Center Color

The accent color for this center. This color will be shown in the center list and on the schedule.

Name

The name of the center, which is typically displayed to all user types in regards to visit tracking and scheduling.

Fund

The optional fund or payment source for this center. Click here for more information on funds and payroll tracking.

Ignore consultant specialties for this center (ie Writing Center)

When searching for availabilities, only consultants who are assigned to the selected subject will appear. For example, when a staff member or student selects “MATH101”, only consultants who can assist with MATH101 will be displayed. This checkbox disables that, allowing consultants in this center to assist with any course, regardless of their assigned course list. This is typically used for writing centers, and only applies when searching for availabilities from the dashboard, and does not have an effect when booking appointments from the staff schedule. The center course list still applies as usual.

Utilize Students/Consultant Link for this Center (if Defined in Profile)

If enabled in your profile options, students can be linked with advisors/consultants based on a field in their profile. When that student logs in, they will only see advisors that match their linked field. Checking this box enables this feature in this center. For example, students would only see advisors assigned to their major, etc.

Students with Null or Blank Values in Linking field can book with anyone

This option expands on the above, so that if a student does not have any data in their assigned advisor/major/etc field, they are allowed to see all consultants in search results. Otherwise, no results will be returned from this center.

Hide on Log / KIOSK Listing Menu

Enabling this option will remove this Center as a choice in the KIOSK and Log Listing menu, as well as from the available Center choices when logging into a Profile-wide Kiosk.

Course List for this Center

This setting determines which courses are assigned and available in this center. Click here For more information on Course Lists in general.

Allow/Prevent Students

Allow or block students on a specific list from logging into or booking appointments in this center. If a list is selected in an "allow" field, all other students would be automatically prevented from scheduling/logging in.

Active Reasons Allowed for This Center

The reasons assigned to this center. This controls which reasons are displayed when searching for and booking appointments, as well as the options available during kiosk logins.

Additional tab

The Additional tab contains information about the center that can be accessed from the Searching for Appointments screen. If preferred, a profile-wide default can be set rather than entering a unique description for every center. The center description takes priority if both are used.

When searching for an appointment, you can click the info icon/center name, and the additional information will be displayed.

This information can contain a center description, map location, written location, additional info, hours of operation, and even photos. More information on configuring this screen can be found in our dedicated Locations, Hours, and Descriptions article.

Description

This text field appears in the top-right corner of the Center Info window.

Picture 1 URL

A direct link to an image of your choice, this will appear in the top-left corner of Center Info.

Map Coordinates

This will be the location displayed in the Google Maps box, and how far zoomed in/out the default view is. Formatted as Latitude, Longitude, default zoom level.

For the default zoom, 12 would be fairly zoomed out, giving people a highway/main road reference, 15 would be a typical street-level view, and 18 would be a zoomed in campus-level view.

Location/Address

This will appear above the Google Maps box, providing the written address.

Hours of Operation

Your center hours, displayed on the left-side of the Center Info box.

Picture 2 URL

A direct link to an image that will appear in the lower-left corner of the Center Info box.

Additional Information

An additional text field that displays at the very bottom of the Center Info box.

Any field left blank will simply not appear in Center Info at all.

@@ Line 16: / Line 16: @@
 <br><br>
 * <b>Inactive</b>
-::We never recommend deleting centers in TracCloud, as this will remove the related information from reports and general histories. Instead, we recommend setting these records to Inactive, which will hide it from view, but keeps the records available for reports or reactivation.
+::We never recommend deleting centers in TracCloud, as this will remove the related records (Visits/Appointments/etc) from reports and student/staff histories. Instead, we recommend setting these records to Inactive, which will hide it from view, but keeps the records available for reports or reactivation.<br><br>
 * <b>Profile</b>
-::All of your centers are assigned to profiles; this field displays which profile this particular center has been assigned to. This will default to whichever profile you started creating the center from.
+::All of your centers are assigned to profiles; this field displays which profile this particular center has been assigned to. This will default to whichever profile you started creating the center from.<br><br>
 * <b>Center Color</b>
 ::The accent color for this center. This color will be shown in the center list and on the schedule.
-::[[File:H46k5k4h3g35h22.png|400px]]
+::[[File:6628789.png|400px]]<br><br>
 * <b>Name</b>
-::The name of the center; this is how this center will be referred to throughout TracCloud.
+::The name of the center, which is typically displayed to all user types in regards to visit tracking and scheduling.<br><br>
+* <b>Fund</b>
+::The optional fund or payment source for this center. [[TracCloudGuideProfilePrefsDescription|Click here for more information on funds and payroll tracking.]]<br><br>
 * <b>Ignore consultant specialties for this center (ie Writing Center)</b>
-::When searching for appointments, only consultants who are assigned to the subject selected will appear. When a staff member or student selects “MATH101”, only consultants who can assist with MATH101 will be displayed. This checkbox disables that, allowing consultants in this center to assist with any courses, regardless of their assigned course list. This is typically used for writing centers. This option only applies when searching for availabilities from the dashboard, and does not have an effect when booking appointments from the staff schedule.
+::When searching for availabilities, only consultants who are assigned to the selected subject will appear. For example, when a staff member or student selects “MATH101”, only consultants who can assist with MATH101 will be displayed. This checkbox disables that, allowing consultants in this center to assist with any course, regardless of their assigned course list. This is typically used for writing centers, and only applies when searching for availabilities from the dashboard, and does not have an effect when booking appointments from the staff schedule. The center course list still applies as usual.<br><br>
 * <b>Utilize Students/Consultant Link for this Center (if Defined in Profile)</b>
-::If enabled in your profile options (see previous article), students can be linked with advisors/consultants based on a field in their profile. When that student logs in, they will only see advisors that match their linked field. Checking this box enables this feature in this center. For example, students would only see advisors assigned to their major, etc.
+::If enabled in your [[TracCloudGuideProfileGeneral|profile options]], students can be linked with advisors/consultants based on a field in their profile. When that student logs in, they will only see advisors that match their linked field. Checking this box enables this feature in this center. For example, students would only see advisors assigned to their major, etc.<br><br>
+* <b>Students with Null or Blank Values in Linking field can book with anyone</b>
+::This option expands on the above, so that if a student does not have any data in their assigned advisor/major/etc field, they are allowed to see all consultants in search results. Otherwise, no results will be returned from this center.<br><br>
 * <b>Hide on Log / KIOSK Listing Menu</b>
-::Enabling this option will remove this Center as a choice in the KIOSK and Log Listing menu, as well as from the available Center choices when logging into a Profile-wide Kiosk.
+::Enabling this option will remove this Center as a choice in the KIOSK and Log Listing menu, as well as from the available Center choices when logging into a Profile-wide Kiosk.<br><br>
 * <b>Course List for this Center</b>
-::This setting determines which courses are assigned and available in this center. For more information on Course Lists in general, please refer to the dedicated Creating Course Lists article.
+::This setting determines which courses are assigned and available in this center. [[TracCloudGuideBasicsCourses|Click here For more information on Course Lists in general.]]<br><br>
 * <b>Allow/Prevent Students</b>
-::Explicitly allow or block students on a specific list from logging into or booking appointments in this center.
+::Allow or block students on a specific [[TracCloudGuideGlobalLists|list]] from logging into or booking appointments in this center. If a list is selected in an "allow" field, all other students would be automatically prevented from scheduling/logging in.<br><br>
 * <b>Active Reasons Allowed for This Center</b>
-::The reasons assigned to this center. This controls which reasons are displayed when searching for and booking appointments, as well as the options available during Kiosk logins.
+::The [[TracCloudGuideProfileReasons|reasons]] assigned to this center. This controls which reasons are displayed when searching for and booking appointments, as well as the options available during kiosk logins.
+<hr>
+==Additional tab==
+The Additional tab contains information about the center that can be accessed from the Searching for Appointments screen. If preferred, [[TracCloudGuideProfilePrefsDescription|a profile-wide default can be set rather than entering a unique description for every center.]] The center description takes priority if both are used.<br><br>
-==Additional tab==
-The Additional tab contains information about the center that can be accessed from the Searching for Appointments screen.
-<br>
 [[File:1489212.png|800px]]
 <br><br>
@@ Line 66: / Line 63: @@
 This information can contain a center description, map location, written location, additional info, hours of operation, and even photos. More information on configuring this screen can be found in our dedicated Locations, Hours, and Descriptions article.
 <br>
-[[File:5609966.png|700px]]
+[[File:5609966.png|700px]]<br><br>
+{{#lst:TracCloudGuideProfilePrefsDescription|Descriptions}}
 |}

TracCloudGuideProfileCenters: Difference between revisions

From Redrock Wiki

Revision as of 16:06, 7 April 2023

Profile Preferences

Prefs

Creating a Center

Additional tab