TracCloud: Training Resources: Difference between revisions

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Getting Started / Basics

• TracCloud Terminology

• Training Resources

• Schedule Management

• Recording Visits

• TracCloud Dashboard

TracCloud Training Resources

After purchasing TracCloud, we will go through 5-8 training calls with your SysAdmin(s) to configure the system to your needs and to become more comfortable navigating the system. Some training calls will come with additional "homework" to be completed between calls. This article lists out the topics that we will cover during training in roughly the order that they appear (can differ depending on campus configuration, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the TracCloud.

For information on the Trac 4.0 to TracCloud migration process specifically, click here.

Profile-related Records

Profile Preferences
Creating or Updating Centers (Homework)
+ Creating Course Lists for your Centers (Homework)
Creating Permission Groups (Homework)
Creating Staff/Consultant Accounts (Homework)
+ Creating Course Lists for your Consultants (Homework)
Creating or Updating Reasons (Homework if applicable)

Profile Preferences

Log In/Out Prefs
+ Log Listing Customization
Log Listing Message, KIOSK Notices, Custom KIOSKs Prefs
Scheduling Prefs
+ Appointment Display
Emails (Homework)
+ Twig Guide (if needed)
Location, Hours and Description
Payroll Setup (Homework if applicable)

Global Preferences

System Modules (where applicable)

SAGE Early Alerts (Homework)
SurveyTrac (Homework)
Success Plans (Homework)
Whiteboard
Q2 Study Tables
TextAlerts
etc

Recording Visits and Managing Schedules

Running reports (typically a few weeks after going live)

Reports

@@ Line 9: / Line 9: @@
 For information on the Trac 4.0 to TracCloud migration process specifically, [[TracCloudMigration|click here.]]
-<hr>
+===Profile-related Records===
-<b>Profile-related Records.</b>
 * [[TracCloudGuideProfileGeneral|Profile Preferences]]
 * <b>[[TracCloudGuideProfileCenters|Creating or Updating Centers]]</b> (Homework)
@@ Line 19: / Line 18: @@
 * <b>[[TracCloudGuideProfileReasons|Creating or Updating Reasons]]</b> (Homework if applicable)
-<hr>
+===Profile Preferences===
-<b>Profile Preferences.</b>
 * [[TracCloudGuideProfilePrefsLogInOut|Log In/Out Prefs]]
 * + [[TracCloudGuideProfilePrefsLogListingCustom|Log Listing Customization]]
@@ Line 32: / Line 29: @@
 * <b>[[TracCloud:_Payroll|Payroll Setup]]</b> (Homework if applicable)
-<hr>
+===Global Preferences===
-<b>Global Preferences.</b>
 * [[TracCloudGuideGlobalSystem|System Preferences]]
 * [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]
@@ Line 50: / Line 45: @@
 * [[TracCloud:_Confirm_Bio|Confirm Bio]]
-<hr>
+===System Modules (where applicable)===
-<b>System Modules</b> (where applicable).
 * <b>[[TracCloudSAGE|SAGE Early Alerts]]</b> (Homework)
 * <b>[[TracCloudST|SurveyTrac]]</b> (Homework)
@@ Line 61: / Line 54: @@
 * etc
-<hr>
+===Recording Visits and Managing Schedules===
-<b>Recording Visits and Managing Schedules.</b>
 * [[TracCloudGuideBasicsVisits|Recording Visits]]
 * [[TracCloudGuideBasicsSchedule|Schedule Management]]
-<hr>
+===Running reports (typically a few weeks after going live)===
-<b>Running reports</b> (typically a few weeks after going live).
 * [[TracCloudReports|Reports]]
 [[Category:TracCloud Manual]]