TracCloudWhatsNew2024-10-31 1: Difference between revisions
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<b>2024-10-31 | TracCloud features and changes from October 2024<br><br></b> | <b>2024-10-31 | TracCloud features and changes from October 2024<br><br></b> | ||
A new custom field type, common listing searches, new ways to group data in reports, and more in TracCloud for the month of October 2024. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br> | |||
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<big>New Custom Field Type: Info (non-entry)</big><br> | <big>New Custom Field Type: Info (non-entry)</big><br> | ||
There's a new [[TracCloudGuideGlobalCustom|custom field]] type named "Info (non-entry) | There's a new [[TracCloudGuideGlobalCustom|custom field]] type named "Info (non-entry)" which allows you to display non-entry instructions or information in any custom field location. This field supports text-wrapping and text size is between the existing "label" and "header" field types. | ||
[[File:3020122.png|500px]]<br><br> | [[File:3020122.png|500px]]<br><br> | ||
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<big>Common Searches in | <big>Common Searches in Listings</big><br> | ||
The search history button on | The search history button on certain listings now contains some commonly performed searches for convenient 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. | ||
[[File:6306645.png|600px]]<br><br> | [[File:6306645.png|600px]]<br><br> | ||
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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"]] | * 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> | * The [[TracCloudReports#Saving_a_Report_as_a_Favorite|favorite reports list]] will now show if a favorite report belongs to an inactive staff account.<br><br> | ||
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* There's a new "Brief with Save" student form option in [[TracCloudGuideProfileGroups|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. | * There's a new "Brief with Save" student form option in [[TracCloudGuideProfileGroups|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 | * New [[TracCloudGuideProfilePrefsTwig|Twig]] tag for [[TracCloudSuccessPlans|Success Plan]] emails, <nowiki>{{SPAssigned.DashboardStatus}}</nowiki>. This will display the contents of the dashboard widget for the related plan, showing their overall progress. | ||
* The Visits/Appointments [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text. | |||
* | * The terms and conditions field in [[TracCloudGuideBasicsResources|resource types]] now supports HTML. | ||
* When logging in for a visit on the kiosk or log listing | * When logging in for a visit on the kiosk or log listing using 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). | ||
</onlyinclude> | </onlyinclude> | ||
[[Category:TracCloud_Blog]] | [[Category:TracCloud_Blog]] | ||
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Revision as of 15:53, 31 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
2024-10-31 | TracCloud features and changes from October 2024
A new custom field type, common listing searches, new ways to group data in reports, and more in TracCloud for the month of October 2024. Our full changelog can be found here.
New Custom Field Type: Info (non-entry)
There's a new custom field type named "Info (non-entry)" which allows you to display non-entry instructions or information in any custom field location. This field supports text-wrapping and text size is between the existing "label" and "header" field types.
Common Searches in Listings
The search history button on certain listings now contains some commonly performed searches for convenient 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.
Report Changes
- There's a new report for workshops, Workshops Overview.
- You can now group by meeting type (In-Person, Online, Asynchronous) in the Students Visits/Appointments by ?? report.
- You can now group by month in the Visits by ?? report.
- 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.
- The favorite reports list will now show if a favorite report belongs to an inactive staff account.
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.
- New Twig tag for Success Plan emails, {{SPAssigned.DashboardStatus}}. This will display the contents of the dashboard widget for the related plan, showing their overall progress.
- The Visits/Appointments SFTP export has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
- The terms and conditions field in resource types now supports HTML.
- When logging in for a visit on the kiosk or log listing using 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).