TracCloudWhatsNew2025-01-02 1: Difference between revisions

More workshop improvements, course families, new group permissions, and more in TracCloud for the month of December 2024. Our full changelog can be found here.

More Workshop Improvements

In addition to the improvements made last month, you'll find even more new features and functionality added this month.

Generate QR codes for workshops to allow students to enroll themselves.

Workshop enrollments now have a status field, so that enrollments can be marked as attended, missed, canceled, or just enrolled (blank/no status).

Workshops can now be given a maximum enrollment to prevent too many students from signing up for the same workshop.

You can now send batch emails to the workshop's student roster. Emails can be sent to all students, students by status, or only selected students.

SurveyTrac surveys can now be sent to student rosters.

Workshops can now be manually locked or scheduled to lock on a specific date to prevent further enrollments.

More information on this feature can be found in its dedicated wiki article here.

Course Families / Related Courses

Courses can now be assigned a Related Courses ID. Courses that are part of the same family are linked together, so that when one course is added to a course list, TracCloud can automatically add the rest. More information on this can be found in our Courses article.

Other Changes

Permission groups can now be configured so that consultants can only edit their own availabilities and/or their own appointments under the "Scheduling" tab, even if they have editing access to the center. This allows for more fine-tuned schedule permissions compared to the existing "Only access own schedule" option which hides other consultants' schedules entirely.

"Report Unable to Find Appointment" requests can now show additional details about the student, such as contact information, by using Twig tags in the "Student Info Tags" field.

The dashboard widget for asynchronous appointments can now be renamed in [[TracCloud:_System_Preferences|system preferences under "General Appointment Settings."

New group permission to allow non-admins to create student records, under the "Student / Visit" tab.

"Appointment Type" (1 on 1, group, drop-in) field added to additional fields in the SFTP Visits/Appointments export.

Student timeline item for completed SAGE actions reworded to follow format of other SAGE-related timeline items.

Change Field Values option added to Course Lists listing (for linked profile and active/inactive only).

@@ Line 8: / Line 8: @@
 <span style="font-size:20px">
 <onlyinclude>
-<b>2024-01-02 | TracCloud features and changes from December 2024<br><br></b>
+<b>2025-01-02 | TracCloud features and changes from December 2024<br><br></b>
-###Workshops, new permission group restrictions, new ways to search for students and staff, and more in TracCloud for the month of November 2024. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>
+More workshop improvements, course families, new group permissions, and more in TracCloud for the month of December 2024. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>
 <div class="line"></div>
 <big>More Workshop Improvements</big><br>
-Workshop enrollment statuses
+In addition to the improvements made [[TracCloudWhatsNew2024-12-02_1|last month]], you'll find even more new features and functionality added this month.
-Workshop surveys
+* Generate QR codes for workshops to allow students to enroll themselves.
-Maximum enrollment option in workshops
+* Workshop enrollments now have a status field, so that enrollments can be marked as attended, missed, canceled, or just enrolled (blank/no status).
-Option to lock workshop enrollment
+* Workshops can now be given a maximum enrollment to prevent too many students from signing up for the same workshop.
-"Send email to" option on workshop roster
+* You can now send batch emails to the workshop's student roster. Emails can be sent to all students, students by status, or only selected students.
+* [[TracCloud:_SurveyTrac|SurveyTrac surveys]] can now be sent to student rosters.
+* Workshops can now be manually locked or scheduled to lock on a specific date to prevent further enrollments.
 More information on this feature can be found in its dedicated [[TracCloud:_Workshops|wiki article here.]]
-[[File:.png|600px]]<br><br>
+[[File:1193272.png|700px]]<br><br>
 <div class="line"></div>
-<big>Topic</big><br>
+<big>Course Families / Related Courses</big><br>
-Feature
+Courses can now be assigned a <i>Related Courses ID</i>. Courses that are part of the same family are linked together, so that when one course is added to a course list, TracCloud can automatically add the rest. More information on this can be found in our [[TracCloud:_Courses_Listing|Courses article]].
-[[File:.png|650px]]<br><br>
+[[File:9280716.png|650px]]<br><br>
 <div class="line"></div>
 <big>Other Changes</big>
-* Change Field Values option added to [[TracCloud:_Course_Lists|Course Lists listing]]
+* [[TracCloud:_Permission_Groups|Permission groups]] can now be configured so that consultants can only edit their <i>own</i> availabilities and/or their own appointments under the "Scheduling" tab, even if they have editing access to the center. This allows for more fine-tuned schedule permissions compared to the existing "Only access own schedule" option which hides other consultants' schedules entirely.
+* [[TracCloud:_Report_Unable_to_Find_Appointment|"Report Unable to Find Appointment" requests]] can now show additional details about the student, such as contact information, by using [[TracCloud:_Twig|Twig tags]] in the "Student Info Tags" field.
+* The [[TracCloud:_Dashboard|dashboard widget]] for [[TracCloud:_Schedule_Management|asynchronous]] appointments can now be renamed in [[TracCloud:_System_Preferences|system preferences under "General Appointment Settings."
+* New group permission to allow non-admins to create student records, [[TracCloud:_Permission_Groups|under the "Student / Visit" tab.]]
+* "Appointment Type" (1 on 1, group, drop-in) field added to additional fields in the [[TracCloud:_Data_Export|SFTP Visits/Appointments export.]]
+* Student timeline item for completed [[TracCloud:_SAGE|SAGE]] actions reworded to follow format of other SAGE-related timeline items.
+* Change Field Values option added to [[TracCloud:_Course_Lists|Course Lists listing]] (for linked profile and active/inactive only).
 </onlyinclude>
 [[Category:TracCloud_Blog]]
 </div>
-Related Courses
-Rename asynchronous
-Appointment type added to visits/appointments SFTP export
-Twig tags for appointment requests
-Group options to restrict appt/avail editing to own records only
-Completed action timeline item reworded
-Group option to allow non-admin staff to create students

TracCloudWhatsNew2025-01-02 1: Difference between revisions

From Redrock Wiki

Latest revision as of 18:04, 8 January 2025

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