Constraining Logins based on Lists: Difference between revisions

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[[Category:Trac 4]]

Latest revision as of 10:02, 26 March 2024

    The legacy Trac 4.0 version of TutorTrac/AdvisorTrac/FitnessTrac is no longer receiving updates and will be end-of-life in 2025. Click here to schedule a TracCloud demo or reach out to sales@go-redrock.com for migration pricing or contract details.



New, easy to use interface
TracCloud features a modern, easy to use, and mobile-friendly interface, allowing you to easily find and manage your data as you need. Students, staff, and faculty will have a much easier time navigating through the system and accessing the data they need. The new dashboard offers many easy to access widgets to view and manage your data.

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New Features
Export almost any report into Excel. Static and dynamic QR codes for touchless-kiosk environments. Unlimited custom data fields in student records, visits, appointments, and more. Customizable views of listing pages. Student timelines. Twig and HTML-supported emails and system messages. Customizable log listing and kiosk views. Center descriptions. New reports. Student success plans as a new module, along with work plans for staff. The full list of changes couldn't fit in this article, and more is being added all the time. Relating to the schedule specifically, you'll find a new appointments listing, availability badges, custom search appointment links and QR codes, unlimited customizable max appointment rules, asynchronous appointment support, and more.

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Customizable
With Twig support, you can personalize system messages, upcoming appointment lists, emails, and more based on the users who are viewing/receiving them. From simple changes like greeting the user by name to completely changing an email based on if the related appointment was in-person or online, in a certain center, for a certain reason, even if a certain custom field in the student's profile has a specific value. This extends to the log listing and kiosks as well, where you can add or remove fields, rearrange the data that's displayed, and add custom formatting with HTML and Twig.

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Constraining Logins based on Lists
Centers may require that only certain students are allowed to log a visit to the center. This can be done by adjusting the preference in the subcenter entry screen to constrain logging visits to students from a certain static or dynamic list.


In your Center Profile > Centers Tab, click on the Subcenter you want to constrain logins for. Click on the Constrain Student Logging to dropdown menu to select an existing list.


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After you’ve selected a list, click Save Subcenter to save the latest changes. Now, only students on the list that you chose will be able to log in to the subcenter in selection.


The same restriction or constraint may be placed for a subcenter in regards to booking appointments. If you would like to ONLY allow students who are on a list to book appointments, click the Constrain Student Booking to dropdown menu and select the list.