TracCloudWhatsNew2025-11-04: Difference between revisions

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<div class="pageTitle">TracCloud features and changes from October 2025</div>
<div class="pageTitle">TracCloud features and changes from October 2025</div>


<div style="text-align: center">#A new Assessments Module, booking appointments for staff, a new way to initiate student confirm bio, and more in TracCloud for the month of September 2025.<br><br></div>
<div style="text-align: center">A new system audit widget, a new user level, several workshop improvements, and more in TracCloud for the month of October 2025.<br><br></div>


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<big>The new System Audit widget appears on SysAdmin dashboards</big><br>
<big>The System Audit widget provides warnings about possible configuration issues or missing fields</big><br>
This new widget highlights possible configuration errors for review, such as missing permissions, duplicate records, and misconfigured emails. This is only accessible to system administrators. It's important to keep in mind that not everything listed in this utility is necessarily a problem, there are valid configurations that may be flagged by this utility. The warnings can be ignored in those cases.  
This new widget highlights possible configuration errors for review, such as missing permissions, duplicate records, and misconfigured emails. This is only accessible to system administrators. It's important to keep in mind that not everything listed in this utility is necessarily a problem; there are valid configurations that may be flagged by this utility. The warnings can be ignored in those cases.


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<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span></span>
<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> Super Admin User Level</span>
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<big>The new Super Admin user level offers permissions between a profile and system admin</big><br>


The next time you're creating staff accounts you'll see a new [[TracCloud:_Staff_User_Level|user level]]: "Super Admin." Compared to profile admin, this level offers a couple extra permissions such as the ability to manage announcements, create student lists, and manage referral types. The biggest difference however is that you can provide restricted access to global preferences. After you set a staff level to super admin, a new "Preference Allowances" field will appear in their account where you can choose which system preferences they can access.


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<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} [[TracCloud:_Workshops|Workshop]] Changes</span>
<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} [[TracCloud:_Workshops|Workshops]]</span>
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* When batch enrolling students in a workshop, an option will be available to send confirmation emails to the students.<br>
* When batch enrolling students in a workshop, an option will be available to send confirmation emails to the students.<br>
* Workshop locations will now be copied to the visit location when visits are created via workshops.<br><br>
* Workshop locations will now be copied to the visit location when visits are created via workshops.<br><br>
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<span style="font-size: 19px; font-weight: bold;">{{#fas:chart-simple}} Reports</span>
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* The [[TracCloud_Report:_SI_Comparison|SI Comparison]] report can now be exported to CSV.<br>
* Availability notes has been added as an additional field in the [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F|Students Visits/Appointments by ??]] report.<br>
* Meeting Type added to [[TracCloud_Report:_Usage_Snapshot|Usage Snapshot]] snapshot fields.<br><br>
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* [[TracCloud:_SurveyTrac|Surveys]] can now be directed to a specific list of students.<br>
* [[TracCloud:_SurveyTrac|Surveys]] can now be directed to a specific list of students.<br>
* New [[TracCloud:_Staff_User_Level|User Level]]: Super Admin.<br>
* Header [[TracCloud:_Custom_Fields|custom fields]] in student records will now add hyperlinks at the top of the page to jump to that section.<br>
* The [[TracCloud_Report:_SI_Comparison|SI Comparison]] report can now be exported to CSV.<br>
* Location can now be made a [[TracCloud:_Log_In/Out_Preferences|required field]] in visit records.<br>
* Location can now be made a [[TracCloud:_Log_In/Out_Preferences|required field]] in visit records.<br>
* Availability notes has been added as an additional field in the [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F|Students Visits/Appointments by ??]] report.<br>
* There are now more fields searchable on the [[TracCloud:_Resources|resources listing]], to find records based on user type availability, due date type, etc.<br>  
* The "Upcoming Appointments" widget on the dashboard will no longer appear for non-consultant accounts.<br>
* The "Upcoming Appointments" widget on the dashboard will no longer appear for non-consultant accounts.<br>
* Meeting Type added to [[TracCloud_Report:_Usage_Snapshot|Usage Snapshot]] snapshot fields.<br>
* [[TracCloud:_SAGE|SAGE Referrals]] can now be re-opened by simply unchecking the "Processed" checkbox.<br>
* The [[TracCloud:_System_Preferences|Asynchronous Appointments name override]] now applies to more locations, such as in search availability results.<br>
* There's a new {{#fas:minimize}} button in [[TracCloud:_SAGE|SAGE referrals]] to make the referral entry more compact, showing more information at once.<BR>
* The date picker on the staff schedule view now highlights your current day/week and past days will be faded.<br><br>
* The date picker on the staff schedule view now highlights your current day/week and past days will be faded.<br><br>
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Latest revision as of 16:06, 4 November 2025

TracCloud features and changes from October 2025
A new system audit widget, a new user level, several workshop improvements, and more in TracCloud for the month of October 2025.

New! System Audit

The System Audit widget provides warnings about possible configuration issues or missing fields
This new widget highlights possible configuration errors for review, such as missing permissions, duplicate records, and misconfigured emails. This is only accessible to system administrators. It's important to keep in mind that not everything listed in this utility is necessarily a problem; there are valid configurations that may be flagged by this utility. The warnings can be ignored in those cases.


New! Super Admin User Level

The new Super Admin user level offers permissions between a profile and system admin

The next time you're creating staff accounts you'll see a new user level: "Super Admin." Compared to profile admin, this level offers a couple extra permissions such as the ability to manage announcements, create student lists, and manage referral types. The biggest difference however is that you can provide restricted access to global preferences. After you set a staff level to super admin, a new "Preference Allowances" field will appear in their account where you can choose which system preferences they can access.

Workshops

  • You can now duplicate workshops from the workshop listing.
  • Staff can now override max enrollments when using the workshop attendance scanner.
  • The Calendar URL on the student dashboard will now also sync workshop enrollments.
  • The workshops listing will now show workshops from yesterday onward by default.
  • When batch enrolling students in a workshop, an option will be available to send confirmation emails to the students.
  • Workshop locations will now be copied to the visit location when visits are created via workshops.

Reports

Additional Changes

  • Surveys can now be directed to a specific list of students.
  • Header custom fields in student records will now add hyperlinks at the top of the page to jump to that section.
  • Location can now be made a required field in visit records.
  • There are now more fields searchable on the resources listing, to find records based on user type availability, due date type, etc.
  • The "Upcoming Appointments" widget on the dashboard will no longer appear for non-consultant accounts.
  • SAGE Referrals can now be re-opened by simply unchecking the "Processed" checkbox.
  • The Asynchronous Appointments name override now applies to more locations, such as in search availability results.
  • There's a new button in SAGE referrals to make the referral entry more compact, showing more information at once.
  • The date picker on the staff schedule view now highlights your current day/week and past days will be faded.

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