TracCloudWhatsNew2024-10-11 1: Difference between revisions
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(Created page with "{{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <div class="categoryExtraWide"> {{TracCloudWhatsOldTOC}} </div> <span style="font-size:20px"> <onlyinclude> <b>2024-10-11 | TracCloud features and changes from September 2024<br><br></b> New ways to search for staff records, quick access to processed referral notes, new conditional survey options, and more in TracCloud for the month of September 2024. Our full changelog can be found here.<br><br...") |
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* Consultant full name added as an alias choice in [[TracCloudGuideGlobalSystem|System Preferences]], to allow staff full names to appear during kiosk login. | * Consultant full name added as an alias choice in [[TracCloudGuideGlobalSystem|System Preferences]], to allow staff full names to appear during kiosk login. | ||
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[[Category:TracCloud_Blog]] | [[Category:TracCloud_Blog]] | ||
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Latest revision as of 15:54, 11 October 2024
Prior Releases
• 2024-10-31 | Features & Changes / October '24
• 2024-10-11 | Features & Changes / September '24
• 2024-08-30 | Features & Changes / August '24
• 2024-07-31 | Features & Changes / July '24
• 2024-07-01 | Features & Changes / June '24
• 2024-05-31 | Features & Changes / May '24
• 2024-04-30 | Features & Changes / April '24
• 2024-04-01 | Features & Changes / March '24
• 2024-02-29 | Features & Changes / February '24
• 2024-02-01 | Features & Changes / January '24
• 2024-01-02 | Features & Changes / December '23
• 2023-11-30 | Features & Changes / November '23
• 2023-10-31 | Features & Changes / October '23
• 2023-10-02 | Features & Changes / September '23
• 2023-08-31 | Features & Changes / August '23
• 2023-07-31 | Features & Changes / July '23
• 2023-07-03 | Features & Changes / June '23
• 2023-06-14 | Static QR Codes
• 2023-06-02 | New Survey Type
• 2023-05-04 | Asynchronous Appointments
• 2023-04-11 | Online/In-Person New Look
• 2023-03-14 | Notification Improvements
• 2023-03-10 | Appointment Listing
• 2023-02-09 | Block Booking in Time Range
• 2023-02-09 | Students Birthdays
• 2023-01-30 | Allow Booking with Any Staff
• 2023-01-19 | Consultant Sort Code
• 2023-01-07 | Custom Kiosk Course Lists
• 2022-12-31 | Share Course List Items
• 2022-12-16 | Hide Reasons from Students
• 2022-12-09 | List Categories
• 2022-12-08 | Terms/Conditions Response Listing
• 2022-12-07 | Twig in Max Appt Rule Message
• 2022-12-03 | Q2 Visit Custom Fields
• 2022-11-16 | Custom Consecutive Appt Limit
• 2022-11-16 | Cancellation Grace Period
• 2022-11-04 | Custom Auto-Cancel Threshold
• 2022-11-04 | New Auto Termination Prefs
• 2022-10-06 | Late Cancel Options
• 2022-10-04 | Labels in Reasons/Recommends
• 2022-09-29 | Q2 Visit Details on Log Listing
• 2022-09-27 | Log Visits from Upcoming Appts
• 2022-09-21 | Group Pref: View Sched - No Edits
• 2022-09-21 | Student Search Avail Counter
• 2022-09-20 | Search Availability Badges
• 2022-09-16 | Log Visits from Group Rosters
• 2022-09-14 | Custom Past or Next Report Range
• 2022-09-14 | Custom Auto Report Messages
• 2022-09-12 | New Signature Custom Field
• 2022-09-07 | Custom Cancellation Reasons
• 2022-08-17 | Custom 'Join Online Session' Text
• 2022-08-09 | Unbooked Avails Become Drop-ins
• 2022-07-27 | Default 'Choose Date' Option
• 2022-07-27 | Additional Search Availability Widgets
• 2022-07-26 | Search Students by Student Searches
• 2022-07-21 | Change 'Edit Bio' label
• 2022-06-16 | Location Search on Schedule
• 2022-05-31 | Reasons: Ignore Section Specialties
• 2022-05-31 | Automatic Alias Format
• 2022-05-18 | Show Work Visits on Schedule
• 2022-05-16 | Search by Term Enrollment
• 2022-05-12 | First Student sets Online Status
• 2022-04-28 | Resend Student Emails
• 2022-03-14 | New Resource Functionality
• 2022-03-08 | Default Calendar Time
• 2022-03-08 | Locking Group Rosters
• 2022-02-18 | Tutor Maximum Hours
• 2022-02-01 | Send Notes on Group Roster
2024-10-11 | TracCloud features and changes from September 2024
New ways to search for staff records, quick access to processed referral notes, new conditional survey options, and more in TracCloud for the month of September 2024. Our full changelog can be found here.
Search by Subject and Reason specialty on staff listing
You can now search for staff members based on their specialties from the staff listing. You can quickly select these fields by right clicking the search bar and selecting either "SubjectCourse Specialty" or "Reason Specialty". You can then take make use of the other listing utilities with the resulting staff, such as sending batch emails or assigning tasks.
Processed Notes from Referrals Listing
Processed notes from completed referrals can now be viewed from the SAGE Referral Listing, rather than requiring opening individual records or running a report.
Report Changes
- You can now group visits by week in the Visits by ?? report.
- Section custom fields can now be added as additional fields in the SAGE Referrals by ?? report.
Other Changes
- Conditional questions in SurveyTrac can now reference other questions in the same 'or' line. For example, a condition can be "ABC1:Great|Good|DEF2:Yes" meaning question ABC1 must be "Great" or "Good" OR DEF2 must be "Yes".
- The Sections listing now has a "Search active only" filter, similar to the registrations listing.
- The student timeline now shows displays a message informing the user that events beyond 7 days out will not be displayed unless a date is chosen. Only the instructional text is new, the date range filter has not recently changed.
- There's a new group permission to restrict whether or not users can delete SAGE referrals (none, all, or own).
- New "Is here for an appointment" field available in log listing customization to show if the student logged in for an appointment.
- There's a new preference to restrict how late students can reserve resources in system preferences.
- Collateral is now a searchable field on the resources listing.
- Consultant full name added as an alias choice in System Preferences, to allow staff full names to appear during kiosk login.