Advanced Prefs: Difference between revisions
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The students will be marked Attended for the appointment as long as they have a visit within the Appointment Tolerance time. | The students will be marked Attended for the appointment as long as they have a visit within the Appointment Tolerance time. | ||
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<div style="float: left; margin-top: 0em; margin-bottom: 1em"><b>Learn more about this preference</b></div><div class="mw-collapsible mw-collapsed"> | |||
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When a student signs into the Trac System for an appointment, a visit record is created. Then at the end of the night, when an auto event runs, the visit will be linked with the appointment. But how does the Trac System know that the student is logging in for that specific appointment? This is where appointment tolerance comes in. By setting tolerance timings, you can control exactly when visits will be linked with appointments. | |||
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'''Advanced Preferences''' – The timing tolerance of visits and appointments. | |||
These can be found in Trac Navigation > Trac Man icon > Utilities and Prefs > Advanced Prefs. Search for “ApptTol@”. | |||
This will display three preferences; the values are the tolerance times in minutes. | |||
* ApptToleranceFrom – How late a student can login and still be linked to that appointment. | |||
* ApptToleranceTo – How early a student can login and still be linked to that appointment | |||
* ApptTolMissed – How soon after the appointment starts is it marked as missed if the student doesn’t login. | |||
To modify these settings, simply click on the preference you want to change, set the number to the time you want (in minutes), then click save. | |||
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Once the appointment and visit are linked, the next time you look at that appointment in the student’s history or from the consultant’s schedule, you’ll see a “Visit Info” tab where you can quickly switch between the two views. | |||
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'''Auto Event''' – When the visits and appointments are linked. | |||
Trac Navigation > Trac Man icon > Utilities and Prefs > Auto Events > “missedAppt”. | |||
This is the auto event that automatically sets appointment status’ and links appointments and visits. | |||
* is Pending – Enables or disables the auto-event. | |||
* Last Performed – When the event last ran, this can be manually changed to force weekly/monthly events to run on specific days. | |||
* Schedule – Whether the event runs daily, weekly, monthly, or on a specific date. We recommend leaving this on daily. | |||
* Time – The time of day the event runs on, we recommend setting this outside of normal operating hours and not conflicting with any other auto-events. | |||
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'''''orderReasonsByActive'''''<BR /> | '''''orderReasonsByActive'''''<BR /> | ||
Active Reason will display first in the Center Profile, Reasons Tab. | Active Reason will display first in the Center Profile, Reasons Tab. | ||
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<div style="float: left; margin-top: 0em; margin-bottom: 1em"><b>Learn more about this preference</b></div><div class="mw-collapsible mw-collapsed"> | |||
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By default, your Reasons are sorted alphabetically. However, the Trac System also has the option to sort them first from active to inactive, then alphabetically. That way, your currently relevant (active) reasons show up first. In this Newsletter, we’ll be going over how to make this change, and the effect thereof. | |||
'''Modifying the Preference''' | |||
Go to Trac Navigation > Trac Man icon > Utilities and Prefs > Advanced Prefs > “orderReasonsByActive” | |||
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It’s set to blank (No) by default. You can set it to Yes (sort by active) or No (don’t sort by active), click save once you’ve decided. | |||
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'''The Effect of the Preference''' | |||
orderReasonsByActive = No/Blank, Reasons are only sorted alphabetically. | |||
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orderReasonsByActive = Yes, Reasons are sorted active to inactive, then alphabetically. | |||
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[[Category:Trac 4]] | |||
Latest revision as of 10:20, 26 March 2024
The legacy Trac 4.0 version of TutorTrac/AdvisorTrac/FitnessTrac is no longer receiving updates and will be end-of-life in 2025. Click here to schedule a TracCloud demo or reach out to sales@go-redrock.com for migration pricing or contract details.
New, easy to use interface
TracCloud features a modern, easy to use, and mobile-friendly interface, allowing you to easily find and manage your data as you need. Students, staff, and faculty will have a much easier time navigating through the system and accessing the data they need. The new dashboard offers many easy to access widgets to view and manage your data.
New Features
Export almost any report into Excel. Static and dynamic QR codes for touchless-kiosk environments. Unlimited custom data fields in student records, visits, appointments, and more. Customizable views of listing pages. Student timelines. Twig and HTML-supported emails and system messages. Customizable log listing and kiosk views. Center descriptions. New reports. Student success plans as a new module, along with work plans for staff. The full list of changes couldn't fit in this article, and more is being added all the time. Relating to the schedule specifically, you'll find a new appointments listing, availability badges, custom search appointment links and QR codes, unlimited customizable max appointment rules, asynchronous appointment support, and more.
Customizable
With Twig support, you can personalize system messages, upcoming appointment lists, emails, and more based on the users who are viewing/receiving them. From simple changes like greeting the user by name to completely changing an email based on if the related appointment was in-person or online, in a certain center, for a certain reason, even if a certain custom field in the student's profile has a specific value. This extends to the log listing and kiosks as well, where you can add or remove fields, rearrange the data that's displayed, and add custom formatting with HTML and Twig.
Faster
Rewritten from the ground up hosted on AWS, using a MySQL database, TracCloud is faster in every way. This performance increase compared to Trac 4.0 can be noticed throughout the entire system, with reports being especially improved. Even the biggest reports in TracCloud load within a few seconds.
Migrate Existing Data
Migrate your existing data from Trac 4.0, allowing you to pick up right where you left off. We'll work with you to plan out your migration, coordinating with your IT, and training your system administrators to get you started in TracCloud.
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