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[[Category:Trac 4]]

Latest revision as of 10:07, 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!



Creating Lists and Watchlists
Lists are an organizational tool used by the Trac System to help group students by a category and allows the user to run reports or send mass emails to the specified list of students. Follow this guide to learn how to create a list and keep related student records all in one place. We will go over how to group students together, create a static, dynamic, and a watch list, and grant access to these lists.

To start, we need to gather the students we want to put into a list. We may start by hovering the cursor over the Trac Navigation magnifying glass, and selecting students.

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Once the new window appears, select list options followed by utility search. This will help us narrow down the list of students we want in our list.

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On the search Utilities window, select the second tab labeled “Find by Value” and ID in the “Field" drop-down menu. In the box labeled "Values", enter student ID’s that correspond to the desired students and click on the “Find by Value” button.

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Now that the desired students have populated, we can go back to list options and select “lists”, followed by “add these to a new list”.

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Next, we can name our new list and click the OK button. This will create our new list but we will then need to grant staff permission to access the list.

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In order to grant these permissions, we will need to use an admin account. By hovering over the trac Navigation magnifying glass, and clicking on “SysAdmin Group”.

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On the “groups entry window” we can scroll down to the “Access to lists” field. We can then click on the light blue drop down arrow, and add our new list.

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Once we our group has been successfully added to the “Access to Lists” field, We can then hit the save button.

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In this process we have created a static list. This will remain unchanged until the user adds a student or takes them off the list manually.

Dynamic Lists

In the next section we will create a Dynamic list that can add students to the list automatically, depending on the settings.

First, return to the student listing window, Trac Navigation > Magnifying glass > Students. Then click on list options and go to the power search option.

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Next, we must click on the search field and select an option, in this example we will use “Major”.

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Now we choose the major we want to base our list on and name the new list. Be sure to select Dynamic list and click on the search button. This will create our list and begin populating it with any students that have the designated major.

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We will then have to grant access to the list just as before with the static list.

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Go to Trac Nav. > Magnifying glass > SysAdmin Group > Access to Lists > Nursing Students

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Once the group has been added, don’t forget to hit save! The dynamic watchlist will not only keep a list of the selected students, but it will also add any future students that choose “Nursing” as a major.


Watchlists

What is a watchlist? A watch list is a color marker that can be used to identify a student population or a group of students with ease.

The watchlist feature can be turned on for 5 areas of the Trac System.

Trac Navigation > Trac-Man Icon > Utilities and Prefs > System Prefs

Type “@watch” and click enter.

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First thing you will need to keep in mind is how many watchlists you want. This will be adjusted by the setting “NumWatchLists”. Clicking into the setting will allow you to change the number of watchlists you have active.

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Once that is done you will need to click save. Then we will click into one of the “Watch List Indicators”.

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This watch list indicator will allow you to link the color code marker to a list(or specific population) of students. The example we are using today is Business Major.

You will also need to choose were you would like the color marker to appear – log listing, login/out, student entry, student listing and/or appt entry.

You will check the boxes you want. Then you will need to pick a color for the marker by clicking on the “indicator” color bar.

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Once the color is chosen, select save.

Now that we've created our color marker and linked it to a list, lets see how it works.

  • 1. When a student is signing in for a visit. Upon choosing the center, you will notice a color dot in the upper left-hand corner. If you hover your mouse over that color, it will also tell you the list/group that the color marker is for (in this case all students with the Major Business).

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  • 2. On the Log Listing Screen

Trac Navigation > Trac Man Icon > Log Listing

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  • 3. The student entry window

Click on the students name, it's a hyperlink to the student entry window.

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  • 4. Student Listing

Trac Navigation > Magnify Glass > Students

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  • 5. Appointment Entry

Trac Navigation > Magnify Glass > Appointments

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More Questions?
We hope that you found this article helpful, and as always if you have any questions about this or any other features, please feel free to let us know by emailing Helpdesk@go-redrock.com or by submitting a ticket.
Thank you for your continued support!