TracCloudWhatsNew2025-01-08 1: Difference between revisions

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<b>2025-01-02 | TracCloud features and changes from December 2024<br><br></b>
<b>2025-01-08 | TracCloud features and changes from December 2024<br><br></b>


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>
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>
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In addition to the improvements made [[TracCloudWhatsNew2024-12-02_1|last month]], you'll find even more new features and functionality added this month.
In addition to the improvements made [[TracCloudWhatsNew2024-12-02_1|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.
* Generate QR codes / links for workshops to allow students to sign up or cancel their enrollment.


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


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


Workshop surveys
* [[TracCloud:_SurveyTrac|SurveyTrac surveys]] can now be sent to student rosters.


Option to lock workshop enrollment
* 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.]]
More information on this feature can be found in its dedicated [[TracCloud:_Workshops|wiki article here.]]


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* 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."
* 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.]]
* New group permission to allow non-admin staff 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.]]
* "Appointment Type" (1 on 1, group, drop-in) field added to additional fields in the [[TracCloud:_Data_Export|SFTP Visits/Appointments export.]]

Latest revision as of 23:26, 8 January 2025

2025-01-08 | TracCloud features and changes from December 2024

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 / links for workshops to allow students to sign up or cancel their enrollment.
  • Workshop enrollments now have a status field. Enrollments can be marked as attended, missed, canceled, or blank/enrolled.
  • Workshops can now be assigned a maximum enrollment count 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.
  • 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.
  • The dashboard widget for asynchronous appointments can now be renamed in [[TracCloud:_System_Preferences|system preferences under "General Appointment Settings."
  • 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).