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==Preparing for a New Semester==


| style="vertical-align:top; font-size:160%; color:#7c1911; " | '''Preparing for a New Semester ''' <HR>
|-
| style="vertical-align:top; font-size:120%; " |  
We are excited for the new academic year and want to help you prepare your Trac application for the new semester, with this week's Newsletter.<br>


|-
| style="vertical-align:top; font-size:120%; " | <BR /> We are excited for the new academic year and want to help you prepare your Trac application for the new semester, with this week's Newsletter.
You’ll find that it is filled with new information, helpful hints and tips, and even some new feature that you can explore.  We want this newsletter to be valuable for you so please, share your feedback and as always please let us know if you have any questions.
You’ll find that it is filled with new information, helpful hints and tips, and even some new feature that you can explore.  We want this newsletter to be valuable for you so please, share your feedback and as always please let us know if you have any questions.


<font color="red">An important note: Your imports contain student registrations specific to a term, the timing between changing your Term Code and importing your registrations is important.</font>
:<font color="red">An important note: Your imports contain student registrations specific to a term, the timing between changing your Term Code and importing your registrations is important.</font>
   
   
   
   
'''The First step is to have your IT updated the Student and Course Files to your server or the SFTP site'''
'''Step 1. Have your IT upload the new Student and Course Files to your server, or the SFTP site if hosted'''
*If it is for the first time or have made any changes to the files then IT will need to send Redrock a sample file to create or update your import script.
*If the format (column layout, delimiter, etc) of the file has changed since the last import, your IT will need to send Redrock a sample file to create or update your import script.
<hr>
'''The Second step, Change the Term Number'''
*As a SysAdmin- Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> System Prefs Tab -> CurrentTerm -> Change to the new term number -> Save.
::''-The term number will always be in numeric format (i.e 201910, 1910)''
 


'''Step 2. Change the Term Number'''
*As a SysAdmin, update your Term Number in your System Preferences. The term number is always a numeric value (e.g., 201910, 1910).<br><br>
<i>Trac Navigation > Trac-man > Utilities and Prefs -> System Prefs > CurrentTerm > Change to the new term number.</i>
[[File:Semester1.png|border|750px]]   
[[File:Semester1.png|border|750px]]   
<hr>


'''Step 3. Change Semester Dates'''
'''The Third step, Change Semester Dates'''
*As a SysAdmin, update your Semester Start and End dates in your System Preferences. The correct date format is MM/DD/YYYY.<br><br>
*As a SysAdmin- Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> System Prefs Tab -> SemesterStart/ SemesterEnd -> Change to the new semester start and end date -> Save.  
<i>Trac Navigation > Trac-man > Utilities and Prefs > System Prefs > SemesterStart/SemesterEnd</i>
::''-SemesterStart/ SemesterEnd date format is MM/DD/YYYY''
[[File:Semester2.png|border|750px]] 
<hr>


'''Step 4. Run the import'''
*As a SysAdmin, run the import utility manually. To view the status of your import, click on View Import Status > Execute. This will also tell you if the import has completed.<br><br>


[[File:Semester2.png|border|750px]] 
<i>Trac Navigation -> Trac-man > Utilities and Prefs > Custom Utility > Standard > Import Student Data > Execute.</i>
 
[[File:Semester3.png|border|750px]] 
<hr>
'''The Fourth step, Run the import'''
*As a SysAdmin- Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> Custom Utility -> Standard -> Import Student Data -> Execute.
**To view the status of you import, click on View Import Status -> click on Execute -> this will display if it has completed.


'''Step 5. Globally Activate Sections'''
*As a Center Profile Admin- Go to <i>Trac Navigation > Search Glass > Center Profile > click on your Profile > Sections Tab > List Options > Activate These…</i> That will check the box to the left of the Section Term ID.
<hr>


[[File:Semester3.png|border|750px]] 
'''Step 6. Activate Sections per Subcenter'''<br>
 
You have two options to add the sections to your subcenter.  
*First Option is to add ALL the sections to ALL Subcenters. From the Profile Sections tab, click on List Options > Subcenter Activation > Choose 'activate' or 'deactivate' and select the centers for which you would like add the all the sections to > Continue.
'''The Fifth step is to Globally Activate Sections'''
*Second Option is to add designated sections to a specific Subcenter. From the Profile Sections tab, select Subcenter Options > Click on the subcenter name > Check box in the middle box to activate the sections one by one.<br>
*As a Center Profile Admin- Go to the Trac Navigation -> Search Glass -> Center Profile -> click on your Profile -> Sections Tab -> List Options -> Activate These…
::''-That will check the box to the left of the Section Term ID''
'''The Sixth step is to Activate Sections per Subcenter'''
*You have two options to add the sections to your subcenter.  
*First Option is to add ALL the sections to ALL Subcenters. As a Center Profile Admin- Go to the Trac Navigation -> Search Glass -> Center Profile -> click on your Profile -> Sections Tab -> List Options -> Click on Subcenter Activation -> Choose 'activate' or 'deactivate' and select the centers for which you would like add the all the sections to -> click on Continue.
*Second Option is to add designated sections to a specific Subcenter. As a Center Profile Admin- Go to the Trac Navigation -> Search Glass -> Center Profile -> click on your Profile -> Sections Tab -> Subcenter Options -> Click on the subcenter name -> Check box in the middle box to activate the sections one by one.
::''-Following option one or two will check the box to the right of the Section Term ID''


Following either option will check the box to the right of the Section Term ID.<br>


[[File:Semester4.png|border|750px]]
<i>Trac Navigation > Search Glass > Center Profile > click on your Profile > Sections Tab</i>
[[File:Semester4.png|border|750px]]
<hr>


 
<big>'''The next steps are optional since your center may or may not utilize these preferences'''</big>
<big>'''The next steps are optional since your center may or may not utilize these preferences'''</big>




'''Consultant Specialties '''
'''Step 7. Consultant Specialties [Optional]'''
*As a Center Profile Admin to add new sections or manually to your consultants- Go to the Trac Navigation -> Search Glass -> Center Profile -> Click on your Profile -> Consultants Tab -> Select consultants name-> Section Specialties Tab -> Search for the sections the consultant can meet with a student -> Check box to activate the sections -> Save.
*As a Center Profile Admin to add new sections or manually to your consultants- Go to the Trac Navigation -> Search Glass -> Center Profile -> Click on your Profile -> Consultants Tab -> Select consultants name-> Section Specialties Tab -> Search for the sections the consultant can meet with a student -> Check box to activate the sections -> Save.


[[File:Semester5.png|border|750px]]<br><br>


[[File:Semester5.png|border|750px]] 
*As a SysAdmin to copy the consultant specialties from previous term to the new term- Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> Custom Utility -> Standard -> Copy Specialties -> Add the previous Term and the current term -> Execute.
*As a SysAdmin to copy the consultant specialties from previous term to the new term- Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> Custom Utility -> Standard -> Copy Specialties -> Add the previous Term and the current term -> Execute.


[[File:Semester6.png|border|750px]]   
[[File:Semester6.png|border|750px]]   
 
'''Reset Center Status '''
*First Step as a SysAdmin - Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> Custom Utility -> Standard -> Reset Center Status/Missed -> Check the boxes “Reset Total Missed Count” and “Set Center Status to (leave blank)”-> Execute.


<hr>
'''Step 8. Reset Center Status [Optional]'''
*First Step as a SysAdmin - Go to Trac Navigation > Trac-man > Utilities and Prefs > Custom Utility > Standard > Reset Center Status/Missed > Check the boxes “Reset Total Missed Count” and “Set Center Status to (leave blank)” > Execute.


[[File:Semester7.png|border|750px]]
[[File:Semester7.png|border|750px]]<br><br>


*Second Step as a Center Profile Admin - Go to Trac Navigation > Search Glass > Center Profile  > Click on your Profile > Prefs Tab > Scheduling Tab > change the date in “Student max missed:” > Save.
*Second Step as a Center Profile Admin - Go to the Trac Navigation -> Search Glass -> Center Profile  -> Click on you Profile -> Prefs Tab -> Scheduling Tab -> change the date in “Student max missed:” -> Save.  


[[File:Semester8.png|border|750px]]<br><br>


[[File:Semester8.png|border|750px]] 
*Third Step as a SysAdmin - Go to Trac Navigation > Search Glass > Students > Search for “Inactive” Students > Trac Navigation > Trac-man > Utilities and Prefs > Change Value > Field: “Special Status” > Value: (Blank) or Active > Execute.


[[File:Semester9.png|border|750px]]<br><br>
   
   
*Third Step as a SysAdmin - Go to the Trac Navigation -> Search Glass -> Students  -> Search for “Inactive” Students -> Trac Navigation -> Tracman Icon -> Utilities and Prefs ->  Change Value -> Field: “Special Status”-> Value: (Blank) or Active -> Execute.


 
Other Settings  - Max Appointment Rule
[[File:Semester9.png|border|750px]] 
'''Other Settings  - Max Appointment Rule '''
*As a Center Profile Admin - Go to the Trac Navigation -> Search Glass -> Center Profile  -> Click on your Profile -> Prefs Tab -> Scheduling Tab -> Max Appointment Rules -> Update any date that is using the preference -> Save.
*As a Center Profile Admin - Go to the Trac Navigation -> Search Glass -> Center Profile  -> Click on your Profile -> Prefs Tab -> Scheduling Tab -> Max Appointment Rules -> Update any date that is using the preference -> Save.


 
[[File:Semester10.png|border|750px]]<br><br>
[[File:Semester10.png|border|750px]]
 
   
   
'''Other Settings  - Other Scheduling Block '''
Other Settings  - Other Scheduling Block
*As a Center Profile Admin - Go to the Trac Navigation -> Search Glass -> Center Profile  -> Click on your Profile -> Prefs Tab -> Scheduling Tab -> Other Scheduling Block -> Update any date that is using the preference -> Save.
*As a Center Profile Admin - Go to Trac Navigation > Search Glass > Center Profile  > Click on your Profile > Prefs Tab > Scheduling Tab > Other Scheduling Block > Update any date that is using the preference > Save.


 
[[File:Semester11.png|border|750px]]
[[File:Semester11.png|border|750px]]
    
    
<hr>
'''Step 9. Deactivate Prior Semester Sections [Optional]'''
<big>'''More Questions?'''</big>


As an admin, go to Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Sections > Search for your prior term number > List Options > Deactivate These.


We hope that you find this newsletter helpful and as always if you have any questions on this or any other features, please feel free to let us know by going to https://helpdesk.go-redrock.com and submitting a ticket.   
[[File:67598569856.png|border|750px]]  
 
Thank you for your continued support!
 


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Latest revision as of 10:09, 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.

7018287.png

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.

4062955.png

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.

1670850.png

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.

3881667.png

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.

7254776.png

Click here to schedule a TracCloud demo!


Preparing for a New Semester

We are excited for the new academic year and want to help you prepare your Trac application for the new semester, with this week's Newsletter.

You’ll find that it is filled with new information, helpful hints and tips, and even some new feature that you can explore. We want this newsletter to be valuable for you so please, share your feedback and as always please let us know if you have any questions.

An important note: Your imports contain student registrations specific to a term, the timing between changing your Term Code and importing your registrations is important.


Step 1. Have your IT upload the new Student and Course Files to your server, or the SFTP site if hosted

  • If the format (column layout, delimiter, etc) of the file has changed since the last import, your IT will need to send Redrock a sample file to create or update your import script.

Step 2. Change the Term Number

  • As a SysAdmin, update your Term Number in your System Preferences. The term number is always a numeric value (e.g., 201910, 1910).

Trac Navigation > Trac-man > Utilities and Prefs -> System Prefs > CurrentTerm > Change to the new term number. Semester1.png


Step 3. Change Semester Dates

  • As a SysAdmin, update your Semester Start and End dates in your System Preferences. The correct date format is MM/DD/YYYY.

Trac Navigation > Trac-man > Utilities and Prefs > System Prefs > SemesterStart/SemesterEnd Semester2.png


Step 4. Run the import

  • As a SysAdmin, run the import utility manually. To view the status of your import, click on View Import Status > Execute. This will also tell you if the import has completed.

Trac Navigation -> Trac-man > Utilities and Prefs > Custom Utility > Standard > Import Student Data > Execute. Semester3.png


Step 5. Globally Activate Sections

  • As a Center Profile Admin- Go to Trac Navigation > Search Glass > Center Profile > click on your Profile > Sections Tab > List Options > Activate These… That will check the box to the left of the Section Term ID.

Step 6. Activate Sections per Subcenter
You have two options to add the sections to your subcenter.

  • First Option is to add ALL the sections to ALL Subcenters. From the Profile Sections tab, click on List Options > Subcenter Activation > Choose 'activate' or 'deactivate' and select the centers for which you would like add the all the sections to > Continue.
  • Second Option is to add designated sections to a specific Subcenter. From the Profile Sections tab, select Subcenter Options > Click on the subcenter name > Check box in the middle box to activate the sections one by one.

Following either option will check the box to the right of the Section Term ID.

Trac Navigation > Search Glass > Center Profile > click on your Profile > Sections Tab Semester4.png


The next steps are optional since your center may or may not utilize these preferences


Step 7. Consultant Specialties [Optional]

  • As a Center Profile Admin to add new sections or manually to your consultants- Go to the Trac Navigation -> Search Glass -> Center Profile -> Click on your Profile -> Consultants Tab -> Select consultants name-> Section Specialties Tab -> Search for the sections the consultant can meet with a student -> Check box to activate the sections -> Save.

Semester5.png

  • As a SysAdmin to copy the consultant specialties from previous term to the new term- Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> Custom Utility -> Standard -> Copy Specialties -> Add the previous Term and the current term -> Execute.

Semester6.png


Step 8. Reset Center Status [Optional]

  • First Step as a SysAdmin - Go to Trac Navigation > Trac-man > Utilities and Prefs > Custom Utility > Standard > Reset Center Status/Missed > Check the boxes “Reset Total Missed Count” and “Set Center Status to (leave blank)” > Execute.

Semester7.png

  • Second Step as a Center Profile Admin - Go to Trac Navigation > Search Glass > Center Profile > Click on your Profile > Prefs Tab > Scheduling Tab > change the date in “Student max missed:” > Save.

Semester8.png

  • Third Step as a SysAdmin - Go to Trac Navigation > Search Glass > Students > Search for “Inactive” Students > Trac Navigation > Trac-man > Utilities and Prefs > Change Value > Field: “Special Status” > Value: (Blank) or Active > Execute.

Semester9.png


Other Settings - Max Appointment Rule

  • As a Center Profile Admin - Go to the Trac Navigation -> Search Glass -> Center Profile -> Click on your Profile -> Prefs Tab -> Scheduling Tab -> Max Appointment Rules -> Update any date that is using the preference -> Save.

Semester10.png

Other Settings - Other Scheduling Block

  • As a Center Profile Admin - Go to Trac Navigation > Search Glass > Center Profile > Click on your Profile > Prefs Tab > Scheduling Tab > Other Scheduling Block > Update any date that is using the preference > Save.

Semester11.png


Step 9. Deactivate Prior Semester Sections [Optional]

As an admin, go to Trac Navigation > Search Glass > Center Profiles > [Your Profile] > Sections > Search for your prior term number > List Options > Deactivate These.

67598569856.png


More Questions?
We hope that you found this article helpful, and as always if you have any questions about this or any other features, please feel free to let us know by emailing Helpdesk@go-redrock.com or by submitting a ticket.
Thank you for your continued support!