TracCloudWhatsNew2024-10-31 1: Difference between revisions

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<big>Description</big><br>
<big>New Custom Field Type: Info (non-entry)</big><br>


Description
There's a new [[TracCloudGuideGlobalCustom|custom field]] type named "Info (non-entry)," which allows you to display text in any custom field location. This text field supports text-wrapping and text size is between the existing header and label fields.


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<big>New Custom Field Type: Info (non-entry)</big><br>
<big>Common Searches in Some Listings</big><br>
 
There's a new [[TracCloudGuideGlobalCustom|custom field]] type named "Info (non-entry)," which allows you to display text in any custom field location. This text field supports text-wrapping and text size is between the existing header and label fields.


[[File:3020122.png|500px]]<br><br>
The search history button on some listings now contains commonly performed searches for quick access. More searches will be added to different listings overtime, but you can see them now in the [[TracCloudGuideListingsApptRequest|Outstanding Appointment Requests]] and [[TracCloudSuccessPlans|Assigned Success Plans]] listings.


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<big>Report Changes</big>
<big>Report Changes</big>
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* The [[TracCloudReportsStudents07|Students Visits Summary]] report has a new option to exclude students without visits, include active students without visits, or include all students without visits.
* The [[TracCloudReportsStudents07|Students Visits Summary]] report has a new option to exclude students without visits, include active students without visits, or include all students without visits.


* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.<br><br>
* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.
 
* The [[TracCloudReports#Saving_a_Report_as_a_Favorite|favorite reports list]] will now show if a favorite belongs to an inactive staff account.<br><br>


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Revision as of 14:32, 31 October 2024

    This page is still in-progress! Come back later to learn more.



2024-10-31 | TracCloud features and changes from October 2024


New Custom Field Type: Info (non-entry)

There's a new custom field type named "Info (non-entry)," which allows you to display text in any custom field location. This text field supports text-wrapping and text size is between the existing header and label fields.

3020122.png

Common Searches in Some Listings

The search history button on some listings now contains commonly performed searches for quick access. More searches will be added to different listings overtime, but you can see them now in the Outstanding Appointment Requests and Assigned Success Plans listings.

6306645.png

Report Changes

  • The Students Visits Summary report has a new option to exclude students without visits, include active students without visits, or include all students without visits.
  • There's a new report category for "Scheduling", where you'll find several reports that used to be part of the management category.

Other Changes

  • There's a new option in reserve blocks to prevent cancellation of overlapping appointment records.
  • Success Plan visit steps can now require students visit with their assigned advisor/consultant.
  • Notifications can now be disabled for specific permission groups. This option is found under the "Restrictions" tab.
  • There's a new "Brief with Save" student form option in permission groups to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.
  • The Appointments/Visits SFTP export has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
  • When logging in for a visit on the kiosk or log listing by Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).