Creating Subcenters: Difference between revisions

Latest revision as of 10:03, 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.

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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.

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.

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.

Faster
Rewritten from the ground up hosted on AWS, using a MySQL database, TracCloud is faster in every way. This performance increase compared to Trac 4.0 can be noticed throughout the entire system, with reports being especially improved. Even the biggest reports in TracCloud load within a few seconds.

Migrate Existing Data
Migrate your existing data from Trac 4.0, allowing you to pick up right where you left off. We'll work with you to plan out your migration, coordinating with your IT, and training your system administrators to get you started in TracCloud.

Click here to schedule a TracCloud demo!

User Manual Contents

• Introduction

• SysAdmin Preferences

• Center Profile Prefs

• Center Profile Activation

• Creating Subcenters

• Log In/Out Prefs

• Scheduling Prefs

• Locations

• Visit Custom Fields

• Email Prefs

• Notices

• Group Settings

• Sections

• Reasons

• Consultants

• Student Records

• Availabilities

• Appointment Scheduling

• Visits

• Resources

• List Management

• Kiosk

• Customize My Trac

Creating and Configuring Subcenters

After you have activated your Center Profile, we now have the ability to create subcenters. A subcenter could represent a physical center, department, unit, or any other division that you might need to separate activities, users, consultants, schedules, and visits. Typical subcenters include Learning Centers, Math Centers, Writing Centers, Advising Centers, but subcenters do not have to be limited to actual physical locations.

Getting Started

To create a subcenter, navigate to the Centers tab within your Center Profile. Click "Create New" to begin the process of creating a new subcenter.

Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Centers

Constrain Student Booking to: Allows you to select a List such as "Athletes," "At Risk" or any list you create to only allow the designed List to view the subcenter when they book appointments.

Constrain Student Logging to: Allows you to select a List to only allow the designed List to view the subcenter when the logs into your subcenter.

Color Code: Allows you to change the color drop down on the Week Schedule when a consultant, staff or administrator books an appointment for the student.

And once you’ve selected an appropriate name for your subcenter, click save.

Setting Permissions

Now that we’ve created the subcenter, we must grant access to the users. From your Center Profile window, click on the 'Group Access' tab.

Click on a group that should have access to this center (including the SysAdmin group). Click on the blue drop-down arrow in each access category you want them to have access to, and select your new center. By default, it's set to Green (Log and View), but you can click on the center name in the group to change it to 'Log, No View' or 'View only'. Repeat for each group that needs access.

Adding Sections to the Center

From your Center Profile window, click on the "Sections" tab. Click on the "Subcenter Options" drop-down menu, select your new center from that list.

Once your subcenter is selected, if you're just adding one or two subjects, you can manually click the rightmost checkbox for each subject to add it to the new center.

If you want to add many subjects at once, you can filter the list down with the search options at the top. For example, you could search for a specific set of subjects by searching for something like "BIO@", which will list all subjects that start with "BIO".

Once you've filtered the list down, click "Subcenter Options" again, and click "Add these to...".

Adding Reasons to the Center

From your Center Profile window, click on the "Reasons" tab. Click on the "Subcenter Options" drop-down menu, select your new center from that list. Click the rightmost checkbox on every reason you want to add to your new center.

Assigning Consultants to the Center

From your Center Profile window, click on the "Advisors", "Tutors", or "Consultants" tab. Click on the name of a consultant you'd like to assign to the subcenter. Click on the "Subcenters" tab in their profile, then click the blue down-arrow and choose your new center. Save the consultant, repeat for each consultant you'd like to assign. You can also use the "List Options" drop-down menu to filter your list of consultants, then click on the "Subcenters" drop-down > "Add These to..." to add consultants in bulk.

Now that our subcenter has all the required elements, it should now be fully functional in the Trac System!

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