TracCloudWhatsNew2025-07-31: Difference between revisions
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<div class="pageTitle">TracCloud features and changes from | <div class="pageTitle">TracCloud features and changes from July 2025</div> | ||
< | <div style="text-align: center">New custom form reports, new SAGE options, new section schedule restrictions, and more in TracCloud for the month of July 2025.<br><br></div> | ||
the month of July 2025. | |||
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<span style="font-size: | <span style="font-size: 19px; font-weight: bold;">{{#fas:file}} Reports</span> | ||
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<big>There are two new [[TracCloud:_Custom_Forms|Custom Form]] reports: [[TracCloud_Report:_Custom_Form_Responses|Custom Form Responses]] and [[TracCloud_Report:_Custom_Form_Snapshot|Custom Form Snapshot]].</big> | <big>There are two new [[TracCloud:_Custom_Forms|Custom Form]] reports: [[TracCloud_Report:_Custom_Form_Responses|Custom Form Responses]] and [[TracCloud_Report:_Custom_Form_Snapshot|Custom Form Snapshot]].</big><br> | ||
The Snapshot report (pictured below) will tally results from all responses in the date range you specify, while the Responses report will list out the individual responses and each person's answers. | The Snapshot report (pictured below) will tally results from all responses in the date range you specify, while the Responses report will list out the individual responses and each person's answers. | ||
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<span style="font-size: 17px;">Other Report Changes</span> | <span style="font-size: 17px;">Other Report Changes</span> | ||
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* The [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|SAGE Referrals by ??]] report can now be configured to send emails to faculty about their assigned referrals.<br> | |||
* An option to show the most recent visit instead of the initial visit has been added to the [[TracCloud_Report:_Initial_Visit|Initial Visit]] report.<br> | * An option to show the most recent visit instead of the initial visit has been added to the [[TracCloud_Report:_Initial_Visit|Initial Visit]] report.<br> | ||
* An option to show appointment statuses by subject/course has been added to the [[TracCloud_Report:_Students_and_Appointment_Status_Crosstab|Students and Appointment Status Crosstab]] report.<br> | * An option to show appointment statuses by subject/course has been added to the [[TracCloud_Report:_Students_and_Appointment_Status_Crosstab|Students and Appointment Status Crosstab]] report.<br> | ||
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<span style="font-size: | <span style="font-size: 19px; font-weight: bold;">{{#fas:people-group}} [[TracCloud:_SAGE|SAGE]]</span> | ||
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<big>You can now limit how many reasons and recommendations can be selected per label.</big><br> | <big>You can now limit how many reasons and recommendations can be selected per label.</big><br> | ||
In the label name, append "(max: #)" | In the label name, append "(max: #)" with your preferred limit for that set of reasons or recommendations. Once in place, your staff and faculty will not be able to exceed that limit.</b> | ||
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<span style="font-size: 17px;">Other SAGE Changes</span> | <span style="font-size: 17px;">Other SAGE Changes</span> | ||
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* A new option to enable or disable the "Nothing to Report" [[TracCloud:_SAGE|SAGE]] referral option has been added to [[TracCloud:_Terms|Terms]] in system preferences.<br> | * A new option to enable or disable the "Nothing to Report" [[TracCloud:_SAGE|SAGE]] referral option has been added to [[TracCloud:_Terms|Terms]] in system preferences.<br> | ||
* Custom styling can now be applied to | * Custom styling can now be applied to SAGE custom questions.<br> | ||
* You can control how long a "Nothing to Report" referral remains active for in [[TracCloud:_Terms|Terms]]. It is active for the entire term by default.<br><br> | * You can control how long a "Nothing to Report" referral remains active for in [[TracCloud:_Terms|Terms]]. It is active for the entire term by default.<br><br> | ||
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<span style="font-size: | <span style="font-size: 19px; font-weight: bold;">{{#fas:calendar-days}} Section Schedules</span> | ||
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<big>You can now restrict logins and scheduling if it conflicts with one of their class schedules.</big><br> | <big>You can now restrict student logins and scheduling if it conflicts with one of their class schedules.</big><br> | ||
Visit logins can be restricted by enabling "Prevent Sign In During Class Time" in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. Scheduling can be restricted by enabling "Automatically block student class schedule during search availabilities" in [[TracCloud:_Search_Availability_Options|Search Availability Options]]. | Visit logins can be restricted by enabling "Prevent Sign In During Class Time" in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs. Scheduling can be restricted by enabling "Automatically block student class schedule during search availabilities" in [[TracCloud:_Search_Availability_Options|Search Availability Options]]. | ||
Importing [[TracCloud:_Student_Data_Import|importing section | Importing [[TracCloud:_Student_Data_Import|importing section schedule data]] is a prerequisite for this functionality. | ||
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<span style="font-size: 17px;">Other Section Changes</span> | <span style="font-size: 17px;">Other Section Changes</span> | ||
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* You can now filter the [[TracCloud:_Recording_Visits|log listing]] to only students who are logged in during their class times. | * You can now filter the [[TracCloud:_Recording_Visits|log listing]] to only students who are logged in during their class times.<br> | ||
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<span style="font-size: | <span style="font-size: 19px; font-weight: bold;">{{#fas:circle-info}} Additional Changes</span> | ||
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* [[TracCloud:_Schedule_Management|Asynchronous appointments]] are now displayed to consultants' supervisors on the dashboard.<br> | * [[TracCloud:_Schedule_Management|Asynchronous appointments]] are now displayed to consultants' supervisors on the dashboard.<br> | ||
* "Last Year" and "Last Month" date ranges have been added to the [[TracCloud:_Dashboard|Center Visits]] widget on the student dashboard.<br> | * "Last Year" and "Last Month" date ranges have been added to the [[TracCloud:_Dashboard|Center Visits]] widget on the student dashboard.<br> | ||
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* Options to change the menu height of the kiosk/log listing center list and the consultant list on the schedule have been added to [[TracCloud:_System_Preferences|General Appointment Settings]] in system preferences.<br> | * Options to change the menu height of the kiosk/log listing center list and the consultant list on the schedule have been added to [[TracCloud:_System_Preferences|General Appointment Settings]] in system preferences.<br> | ||
* You can prevent staff from overriding and allowing students to book recurring appointments in [[TracCloud:_Scheduling_Preferences|Other Schedule Options]].<br> | * You can prevent staff from overriding and allowing students to book recurring appointments in [[TracCloud:_Scheduling_Preferences|Other Schedule Options]].<br> | ||
* There's a new [[TracCloud:_Advanced_Preferences|Advanced Pref]] to use the original online link in | * There's a new [[TracCloud:_Advanced_Preferences|Advanced Pref]] to use the original online link in icals rather than a TracCloud link. This is typically not recommended as it means appointment attendance will not be tracked automatically.<br><br> | ||
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<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div> | |||
[[Category:TracCloud_Blog]] | [[Category:TracCloud_Blog]] | ||
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Latest revision as of 19:10, 31 July 2025
TracCloud features and changes from July 2025
New custom form reports, new SAGE options, new section schedule restrictions, and more in TracCloud for the month of July 2025.
Reports
There are two new Custom Form reports: Custom Form Responses and Custom Form Snapshot.
The Snapshot report (pictured below) will tally results from all responses in the date range you specify, while the Responses report will list out the individual responses and each person's answers.
Other Report Changes
- The SAGE Referrals by ?? report can now be configured to send emails to faculty about their assigned referrals.
- An option to show the most recent visit instead of the initial visit has been added to the Initial Visit report.
- An option to show appointment statuses by subject/course has been added to the Students and Appointment Status Crosstab report.
- "Date" added as a field to sort by in the Average Wait Time report.
- Consultant Username, Workshop Label, and Subject/Course/Title can now be added as additional fields in the Visits by ?? report.
- Username added as an additional field in the Consultant Additional Detail Listing report.
You can now limit how many reasons and recommendations can be selected per label.
In the label name, append "(max: #)" with your preferred limit for that set of reasons or recommendations. Once in place, your staff and faculty will not be able to exceed that limit.
Other SAGE Changes
- A new option to enable or disable the "Nothing to Report" SAGE referral option has been added to Terms in system preferences.
- Custom styling can now be applied to SAGE custom questions.
- You can control how long a "Nothing to Report" referral remains active for in Terms. It is active for the entire term by default.
Section Schedules
You can now restrict student logins and scheduling if it conflicts with one of their class schedules.
Visit logins can be restricted by enabling "Prevent Sign In During Class Time" in Log In/Out prefs. Scheduling can be restricted by enabling "Automatically block student class schedule during search availabilities" in Search Availability Options.
Importing importing section schedule data is a prerequisite for this functionality.
Other Section Changes
- You can now filter the log listing to only students who are logged in during their class times.
Additional Changes
- Asynchronous appointments are now displayed to consultants' supervisors on the dashboard.
- "Last Year" and "Last Month" date ranges have been added to the Center Visits widget on the student dashboard.
- You can now manually send the Confirm Bio form to students via the 'Actions' button in their profile.
- An option to search by profile has been added to the Reason Specialties tab in consultant accounts.
- You can now filter the log listing by students with current Q2 table visits.
- A saved search from the registration listing can now be used to restrict which registrations students are allowed to login for on kiosks/log listings, defined in Log In/Out prefs.
- Options to change the menu height of the kiosk/log listing center list and the consultant list on the schedule have been added to General Appointment Settings in system preferences.
- You can prevent staff from overriding and allowing students to book recurring appointments in Other Schedule Options.
- There's a new Advanced Pref to use the original online link in icals rather than a TracCloud link. This is typically not recommended as it means appointment attendance will not be tracked automatically.