TracCloud: Training Resources: Difference between revisions

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==TracCloud Training Resources==
==TracCloud Training Resources==
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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 Trac System itself. 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 slightly depending on campus, training pace, or frequency of trainings). Each topic links to a relevant wiki article with more information on that specific element of the Trac System.
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 Trac System itself. 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 Trac System.


For information on the Trac 4.0 to TracCloud migration process specifically, [[TracCloudMigration|click here.]]
For information on the Trac 4.0 to TracCloud migration process specifically, [[TracCloudMigration|click here.]]
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* <b>[[TracCloudGuideProfileCenters|Creating or Updating Centers]]</b> (Homework)
* <b>[[TracCloudGuideProfileCenters|Creating or Updating Centers]]</b> (Homework)
* <b>[[TracCloudGuideBasicsCourses|+ Creating Course Lists for your Centers]]</b> (Homework)
* <b>[[TracCloudGuideBasicsCourses|+ Creating Course Lists for your Centers]]</b> (Homework)
* <b>[[TracCloudGuideProfileGroups|Creating Permission Groups]]</b> (Homework)
* <b>[[TracCloud:_Permission_Groups|Creating Permission Groups]]</b> (Homework)
* <b>[[TracCloudGuideBasicsStaff|Creating Staff/Consultant Accounts]]</b> (Homework)
* <b>[[TracCloudGuideBasicsStaff|Creating Staff/Consultant Accounts]]</b> (Homework)
* <b>[[TracCloudGuideBasicsCourses|+ Creating Course Lists for your Consultants]]</b> (Homework)
* <b>[[TracCloudGuideBasicsCourses|+ Creating Course Lists for your Consultants]]</b> (Homework)
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* [[TracCloudGuideProfilePrefsLogEtc|Log Listing Message, KIOSK Notices, Custom KIOSKs Prefs]]
* [[TracCloudGuideProfilePrefsLogEtc|Log Listing Message, KIOSK Notices, Custom KIOSKs Prefs]]
* [[TracCloudGuideProfilePrefsSchedule|Scheduling Prefs]]
* [[TracCloudGuideProfilePrefsSchedule|Scheduling Prefs]]
* [[TracCloudGuideProfilePrefsScheduleDisplay|+ Appointment Display]]
* [[TracCloud:_Appointment_Display_Settings|+ Appointment Display]]
* <b>[[TracCloudGuideProfilePrefsEmails|Emails]]</b> (Homework)
* <b>[[TracCloudGuideProfilePrefsEmails|Emails]]</b> (Homework)
* [[TracCloudGuideProfilePrefsTwig|+ Twig Guide (if needed)]]
* [[TracCloudGuideProfilePrefsTwig|+ Twig Guide (if needed)]]
* [[TracCloudGuideProfilePrefsDescription|Location, Hours and Description]]
* [[TracCloud:_Location,_Hours_and_Description|Location, Hours and Description]]
* <b>[[TracCloudGuideBasicsPayroll|Payroll Setup]]</b> (Homework if applicable)
* <b>[[TracCloud:_Payroll|Payroll Setup]]</b> (Homework if applicable)


<hr>
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* [[TracCloudGuideGlobalSystem|System Preferences]]
* [[TracCloudGuideGlobalSystem|System Preferences]]
* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]
* [[TracCloudGuideGlobalSearchAvail|Search Availability Options]]
* [[TracCloudGuideGlobalTerms|Terms]]
* [[TracCloud:_Terms|Terms]]
* [[TracCloudGuideGlobalStudentFields|Student Entry Choices]]
* [[TracCloud:_Student_Entry_Choices|Student Entry Choices]]
* [[TracCloudGuideGlobalDashCharts|Dashboard Charts]]
* [[TracCloudGuideGlobalDashCharts|Dashboard Charts]]
* [[TracCloudGuideGlobalCustom|Custom Fields]]
* [[TracCloudGuideGlobalCustom|Custom Fields]]
* [[TracCloudGuideGlobalLists|Student Lists]]
* [[TracCloudGuideGlobalLists|Student Lists]]
* [[TracCloudGuideGlobalDocs|Document Types and Emails]]
* [[TracCloud:_Documents|Document Types and Emails]]
* [[TracCloudGuideGlobalTasks|Task Types]]
* [[TracCloud:_Tasks|Task Types]]
* [[TracCloudGuideGlobalTemplates|Email Templates]]
* [[TracCloud:_Email_Templates|Email Templates]]
* [[TracCloudGuideGlobalSkills|Special Needs, Skills, and Accommodations]]
* [[TracCloudGuideGlobalSkills|Special Needs, Skills, and Accommodations]]
* [[TracCloudGuideGlobalNotifications|Notification Types]]
* [[TracCloudGuideGlobalNotifications|Notification Types]]
* [[TracCloudGuideGlobalWelcome|Welcome Messages]]
* [[TracCloud:_Welcome_Messages|Welcome Messages]]
* [[TracCloudGuideGlobalBio|Confirm Bio]]
* [[TracCloud:_Confirm_Bio|Confirm Bio]]


<hr>
<hr>
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* <b>[[TracCloudSAGE|SAGE]]</b> (Homework)
* <b>[[TracCloudSAGE|SAGE]]</b> (Homework)
* <b>[[TracCloudST|SurveyTrac]]</b> (Homework)
* <b>[[TracCloudST|SurveyTrac]]</b> (Homework)
* [[TracCloudWB|Whiteboard]] (if applicable)
* <b>[[TracCloudSuccessPlans|Success Plans]]</b> (Homework)
* [[TracCloudQ2|Q2 Tables]] (if applicable)
* [[TracCloudWB|Whiteboard]]
* [[TracCloudTA|TextAlerts]] (if applicable)
* [[TracCloudQ2|Q2 Tables]]
* [[TracCloud:_TextAlerts|TextAlerts]]


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<hr>
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* [[TracCloudReports|Reports]]
* [[TracCloudReports|Reports]]


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[[Category:TracCloud]]
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Latest revision as of 15:39, 22 November 2024

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 Trac System itself. 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 Trac System.

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


Profile-related Records.


Profile Preferences.


Global Preferences.


System Modules (where applicable).


Recording Visits and Managing Schedules.


Running reports (typically a few weeks after going live).