TracCloudGuideBasicsResources

Contents

Basics

Listings

Profile Prefs

Global Prefs

Tech Docs

Modules

Profile Preferences

• General

• Centers

• Groups

• Staff & Consultants

   • Staff User Level

• Reasons

Prefs

   • Log In/Out

   • Log Listing Customization

   • Log Listing Message, etc

   • Schedule

   • Appointment Display

   • Emails

   • Center Description

   • Advanced Prefs

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• Twig Guide

• Resources

Resources

Resources are items that may be checked in and out of your Center(s) and lent to students or staff. The borrowing of resources at your center(s) can be tracked, recorded, and the data collected can be displayed through Reports. Resources can be utilized in many ways, but common examples include Laptops, Calculators, or Books that users can reserve, checkout, and return.

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Creating a Resource

To begin creating a resource, go to Other > Resources > Resources > Hamburger menu > New Resource. Custom fields can also be added to this page.

• BarCode is the unique identifier for this item. Can be used to log resources in and out via a barcode scanner or swipe system, in addition to manually entering the value.

• Title is the name of this resource.

• Profile is the linked Profile for this resource.

• Checked Out To shows which user currently has this item checked out (if applicable).

• Collateral will store the collateral item collected due to the option below being enabled. This should be left blank when creating a new resource, as it will be automatically filled in when the item is checked out and collateral is collected.

• Collateral Logic enables Collateral functionality if checked. This will ask the staff member logging the resource in/out whether or not collateral has been gathered/returned.

• Reserved For shows who currently has this resource reserved.

• Always Available indicates that this resource doesn't need to be individually checked out or reserved, multiple users can check out the same resource at any time.

• Reserved Date, Last Date Out, and Due Date display the exact times of reservations, checkouts, and when the resource is due to be returned.

• Resource Type allows you to categorize this resource into a type for reporting purposes, or to restrict certain students from accessing this resource.

• Length of Checkout determines how long an item can be checked out for before an overdue notification is sent.

• Arbitrary Due Date allows the staff member checking out the item to choose a due date during checkout.
• Due by end of semester will be based on your current semester end date. If chosen, a new field will appear to add a buffer before the end of the semester (i.e., to require the item be returned X days before semester end.)
• Days / Hours / Mins will automatically set a due date based on the amount of time specified. If chosen, a new field will appear to set the maximum of number of times the checkout can be renewed.

• Not Available to Students / Staff allows you to restrict this resource to one user type or the other. By default (both unchecked), the item is available to either user type.

• Description is an internal description of this particular resource.

• Keywords are the related words for this resource, delimited by commas or semicolons. For example, if you have a Laptop as an available resource, you may want to create keywords like "Computer, PC, Macbook" to make this resource easier to search for.

• Pickup/Return Instructions can be entered and displayed in resource confirmation/return reminder emails as a twig tag.

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Resource Types

Resource Types can be used to group resources together for the purpose of reporting or to block certain students from accessing certain resources. These can be managed by going to Other > Resources > Resource Types. Click the hamburger menu > New Resource Type to begin creating a new type.

After creating a new resource type or clicking on an existing one, you will find the following options.

• Resource Type Name

The type/category for your resources.

• Resource Type Description

Information about this resource type.

• Linked to Profile

Allows you to link this Resource Type for use in a specific profile.

• Allowed Student List

Allows you to only allow students on this list to checkout this resource, blocking everyone else. If left blank, anyone can checkout this resource (assuming they aren't blocked from resource usage entirely).

• Display Notice and Require Initials when Checking Out Resources of this Type

If enabled, a prompt will appear during checkout requiring that the user agree to terms and conditions before continuing. Terms can be entered in the Logout Notice to Student field (HTML & Twig supported), and a copy of the terms can be automatically forwarded to the student by checking Send Terms and Conditions as Email to Recipient.

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Permission Groups

There are a couple settings of note within your permission group(s) relating to Resources.

Other > Other Options > Groups > [Your Group] > Log In/Out

• Allow user to log resources in and out provides users in this group the ability to record resource usage.

• Allow user to view what resource the student has logged out provides users in this group the ability to view a student's currently logged out item.
  
  

Other > Other Options > Groups > [Your Group] > Admin/Modules

• Table Access provides access to the Other > Resources view of resources. You can also assign Resource Types here to allow this group to view and edit these as well.

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Using Resources

After creating your resource and updating your groups, you're ready to start checking out resources. This option can be found by going to Other > Log Resource.

You will then be brought to the following screen with two text entry areas available. The first is where you select a resource (searching by Barcode, Title, or Keywords), the second allows you to select a student or staff member. Once one or both fields are selected, additional options become available to check out, return, or reserve this item. The button can be used to full-screen the resource checkout pop-up, allowing you to leave it open to continuously checkout and return items.

In the event that Collateral Logic is being utilized, more options will be required in regards to collecting/returning the collateral item before and after checkout.

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Reservation Options

Students can be allowed to reserve resources from their dashboard if configured in global preferences. To enable this functionality, go to Other > Other Options > Preferences > System Preferences > Resource Management.

• Choose to Block Students on List

This can be utilized to block resource access to certain students based on lists. When a staff member tries to log a resource out to a student on this list, a message will appear informing them that this student has been blocked from checking out resources.

• Show resources widget on the student dashboard

Adds a widget to the student dashboard to review currently reserved or checked out resources.

• Allow students to reserve a resource via the dashboard

Expands the above functionality to allow students to reserve resources for themselves.

• Maximum # outstanding reservations overall

How many total outstanding reservations can a student hold for your resources?

• Maximum # outstanding reservations for one resource

How many total outstanding reservations can a student hold for a single resource?

• Maximum # of days for an individual reservation

How many days can a student reserve a resource for? For example, allowing the student to reserve the resource from the 11th of the month to the 17th, but no longer, would mean this preference needs to be set to 7.

• Minimum time needed (days hrs:min) prior to reservation

Choose the minimum amount of time in advance needed in order to reserve a resource. This is to prevent students from reserving items in the very near future.

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Resource Emails

Resource emails can be customized to inform students of the due date of their checked-out resource, or if the resource is overdue. These options are part of your profile preferences, in Other > Other Options > Profiles > [Your Profile] > Prefs > Emails > Resource Checkout Emails.

Similar to your other Profile Emails, you can write a subject line and body of your email, an additional SMS text, and choose when this email is sent.

• Send Overdue Emails

Disable this email, or choose what time it should be sent. This email will send if a student has an overdue checkout.

• Student resource overdue email subject

The subject line of the email, supports Twig Tags just like the body of the email.

• Resource overdue email

The body of the email to be sent to Students.

• Resource overdue SMS Msg

A separate message sent to the Student's phone. Requires TextAlerts Module.

• CC the Profile on Resource overdue emails

This option will send a copy of this email to your Profile email address if available.

• Send additional overdue emails daily

Resend the above email on a daily basis until the item is returned.

• Student resource confirmed subject

This email is sent immediately upon resource checkout. This option affects the subject line of the email, which supports Twig tags just like the body of the email.

• Resource confirm email

The body of the email to be sent to Students.

• Resource confirm SMS Msg

A separate message sent to the student's phone. Requires TextAlerts Module.

• CC the Profile on confirmation emails

This option will send a copy of this email to your Profile email address if available.

• Send Resource Reminder Emails (Pickup and Return)

Choose when reservation and overdue reminders are sent. The reservation email will notify the student that an item they reserved is available for pickup based on the first day of their reservation. The return reminder will send prior to the item becoming overdue.

• Student resource pickup/return reminder email subject

The subject line of the email, supports Twig tags just like the body of the email.

• Resource pickup/return reminder email

The body of the email to be sent to Students.

• Resource pickup/return reminder SMS Msg

A separate message sent to the Student's phone. Requires TextAlerts Module.

• Resource Return Confirmation

This email allows you to send an email to the user confirming that they have returned the resource.

• Student resource return confirmation email subject

The subject line of the email, supports Twig tags just like the body of the email.

• Resource return confirmation email

The body of the email to be sent to the user.

• Resource return confirmation SMS Msg

A separate message sent to the user's phone. Requires TextAlerts Module.

• CC the Profile on resource return confirmation emails

This option will send a copy of this email to your Profile email address if available.

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Resource Reporting

There are two resource reports available in TracCloud. These can be found by going to Reports > Management > Resources. Resources provides information on resource utilization, while Resources Listing provides information on the items themselves.

Resources

This report exports resource usage, showing the students who have checked out a particular resource, the checkout date and time, as well as total hours. This can either be run on overall Utilization, or specifically on Past Due resources.

• Time Frame

The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.

• Show Inactive Resources

Include resources in results that have a status of 'Inactive.'

• Show Summary

Only show data totals, excluding details of individual records.

• For Past Due, Show All Checkouts

If this is checked, currently checked out resources will be included in report results. Unchecked would exclude these.

• Include Checkout Notes

Adds the checkout notes field as an additional column in report results.

• Show Totals Bar Chart

Adds a visual bar chart of totals to your report data.

• Include Email in Utilization

Include the email address of the user who checked out the item.

• Group by

Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.

• Student ID, Resource Type, Resource Title, Barcode, Keywords, Profile

Search by Student ID, Resource Type, Resource Title, Resource Barcode, Keywords, or the Profile of your resources.

• Output format

Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.

• Deliver to

Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).

• View Utilization or View Past Due

Utilization will show all checked out resources and the individual checkouts. Past Due will only display overdue checkouts, items that were not returned soon enough, filtering out checkouts that were returned in time.

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CSV

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Resources Listing

The Resources Listing report will show you a list of resource records along with information about the item and how many times it's been checked out. Data can be grouped by Resource Type if set in the Sort by field.

• Sort by

Choose how the selected data is sorted.

• Show Inactive Resources

Include resources in results that have a status of 'Inactive.'

• Show Current and Future Reservations

Include current and upcoming reservations in report results.

• Resource Type, Resource Title, Barcode, Keywords, Profile

Search by Resource Type, Resource Title, Resource Barcode, Keywords, or the Pofile of your resources.

• Additional Search

Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.

• Output format

Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.

• Deliver to

Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).

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HTML


CSV

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