Creating a Static Student List: Difference between revisions

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[[Category:Trac 4]]

Latest revision as of 10:05, 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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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.

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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.

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Click here to schedule a TracCloud demo!


User Manual Contents

• Introduction

• SysAdmin Preferences

• Center Profile Prefs

• Group Settings

• Sections

• Reasons

• Consultants

• Student Records

• Availabilities

• Appointment Scheduling

• Visits

• Resources

• List Management

   • List Management Prefs

   • Creating Lists

   • Watchlist Indicators

   • Limit Logins based on List

   • Running Reports on Lists

• Kiosk

• Customize My Trac


Creating a Static Student List
First find the students (or one of the students) you would like to add to a new static list via Search. Then, from the List Options -> Lists menu, choose Add these to a new List. You will be asked to name the List, enter the name and click OK. The students that are currently listed in the Student Listing screen will be added to the newly created student list.


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Modifying a Static Student List
To add additional students to an existing Static Student list, we can generate a new search in the student listings. When we’ve found our results, select “Add these to List” and select your existing Student list.


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Individual students can also be added or removed directly from their Student record. In order to remove a single student form a list or add a student to a list, you must have access to the Full Access screen of the student entry. Open the student record (by clicking the student's ID in the Student Listing screen), then navigate to the Lists tab.


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  • Lists shown in green are static lists where you have editing privileges. Click the x next to the list name to remove the student from the list. You may add a student to a static list by click on the Add to List menu and choosing a list from the list of choices.


  • Lists shown in dark blue are lists that are dynamic, they were created via search parameters and therefore the student may not be removed from the list in the same way as static lists.


Creating a Dynamic Student List
To create a new dynamic list, choose the Power Search choice from the List Options menu in the Student Listing screen. Enter the criteria for the new dynamic list.


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Enter a name for the new dynamic list in the entry field at the bottom of the power search screen and choose Dynamic for the list type. Click Search to find the students and create the new dynamic list.

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