TracCloud: What's New for 2026-04: Difference between revisions
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Created page with "{{WIP}} {{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <onlyinclude> <div class="pageTitle">TracCloud features and changes from April 2025</div> <div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div> <hr> <div class="newsBlock"> <div class="newsCategory"> <span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> Appointment Inv..." |
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<div class="pageTitle">TracCloud features and changes from April | <div class="pageTitle">TracCloud features and changes from April 2026</div> | ||
<div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div> | <div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div> | ||
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<div class="newsCategory"> | <div class="newsCategory"> | ||
<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> | <span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New Feature!</span></span> | ||
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<big> | <big>Appointment Invites</big><br> | ||
:TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments | :TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments. The invite can be configured to only show availabilities for a certain duration, reason, section, etc. This feature is primarily designed for testing and proctoring centers, but can also be used for any other center type. [[TracCloud:_Appointment_Invites|More information on this feature can be found in its dedicated article here.]] | ||
:[[File:.png|700px]]<br> | :[[File:215241.png|700px]]<br> | ||
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<big>Success/Work Plan Step Reports</big><br> | <big>Success/Work Plan Step Reports</big><br> | ||
:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]]. | :There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]], as shown below. This is in addition to the regular Success/Work Plan report which shows the overall plans and all steps in each. | ||
:[[File:137916.png|600px]]<br><br> | :[[File:137916.png|600px]]<br><br> | ||
<b>Other Report Changes</b> | <b>Other Report Changes</b> | ||
* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to | * A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to quickly jump to the student listing, filtered by the report results.<br> | ||
* "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing | * An "Additional Fields" option has been added to the [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields|custom fields]] to be added to the report results.<br> | ||
* # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/ | * # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Visits]] reports. | ||
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* Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants|consultants]].<br> | * Students can now be batch enrolled in [[TracCloud:_Workshops|Workshops]] based on their section enrollment, similar to [[TracCloud:_Recording_Visits|SI Batch Visit]].<br> | ||
* Several fields | * Specific students can now be blocked from booking with specific [[TracCloud:_Staff_and_Consultants|consultants]] with a new field in consultant accounts.<br> | ||
* Twig support has been added | * Several search fields on the [[TracCloud:_Students_Listing|Student Listing]] have been grouped together to make it easier to find the field you're looking for.<br> | ||
* Twig support has been added to [[TracCloud:_SurveyTrac|SurveyTrac]] questions, so you can reference the student, visit, etc within the question.<br> | |||
* Completed actions in [[TracCloud:_SAGE|SAGE referrals]] are now shown on the Processed/Resolved screen.<br> | * Completed actions in [[TracCloud:_SAGE|SAGE referrals]] are now shown on the Processed/Resolved screen.<br> | ||
* [[TracCloud:_Prospective_Students|Prospective]] student account creation can now be restricted to only email or only | * [[TracCloud:_Prospective_Students|Prospective]] student account creation can now be restricted to only by email or only by phone in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs.<br> | ||
* More label/text overrides are now available for [[TracCloud:_Prospective_Students|Prospective]] | * More label/text overrides are now available for [[TracCloud:_Prospective_Students|Prospective]] account creation in [[TracCloud:_Log_In/Out_Preferences|Log In/Out]] prefs.<br> | ||
* When selecting a student in [[TracCloud:_Recording_Visits|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name.<br> | * When selecting a student in [[TracCloud:_Recording_Visits|Batch Visits]]: Batch Entry, the student's ID is now shown next to their name.<br> | ||
* "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc. | * "Students Cell Phone (Digits Only)" field added to the [[TracCloud:_Students_Listing|Student Listing]] field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc.<br> | ||
* Linked consultant in [[TracCloud:_SAGE|SAGE referrals]] can now be manually set to blank. | |||
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<hr> | <hr> | ||
<div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div> | <div style="text-align: center">[[TracCloudChangelog|Our full changelog can be found here.]]</div> | ||
[[Category:TracCloud_Blog]] | |||
</div> | </div> | ||
Latest revision as of 23:08, 1 May 2026
TracCloud features and changes from April 2026
Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.
New Feature!
Appointment Invites
- TracCloud's new Appointment Invites feature allows staff and faculty to invite students to schedule appointments. The invite can be configured to only show availabilities for a certain duration, reason, section, etc. This feature is primarily designed for testing and proctoring centers, but can also be used for any other center type. More information on this feature can be found in its dedicated article here.
New Reports
Success/Work Plan Step Reports
- There are two new reports, Success Plan Steps and Work Plan Steps. Each allows you to report on the next or past due steps of Success Plans and Work Plans, as shown below. This is in addition to the regular Success/Work Plan report which shows the overall plans and all steps in each.
Other Report Changes
- A "List Students" option has been added to the Class Attendance report to quickly jump to the student listing, filtered by the report results.
- An "Additional Fields" option has been added to the Outstanding Appointment Requests report, allowing appointment request custom fields to be added to the report results.
- # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in the Referrals by ?? and Referrals by Student and Appointments/Visits reports.
Additional Changes
- Students can now be batch enrolled in Workshops based on their section enrollment, similar to SI Batch Visit.
- Specific students can now be blocked from booking with specific consultants with a new field in consultant accounts.
- Several search fields on the Student Listing have been grouped together to make it easier to find the field you're looking for.
- Twig support has been added to SurveyTrac questions, so you can reference the student, visit, etc within the question.
- Completed actions in SAGE referrals are now shown on the Processed/Resolved screen.
- Prospective student account creation can now be restricted to only by email or only by phone in Log In/Out prefs.
- More label/text overrides are now available for Prospective account creation in Log In/Out prefs.
- When selecting a student in Batch Visits: Batch Entry, the student's ID is now shown next to their name.
- "Students Cell Phone (Digits Only)" field added to the Student Listing field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc.
- Linked consultant in SAGE referrals can now be manually set to blank.