TracCloud: TracFlow

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Contents

Basics

Listings

Profile Prefs

Global Prefs

Tech Docs

More Features

Additional Features

• TextAlerts

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• Q2 Study Tables

• SurveyTrac

• Whiteboard

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• Assessments

• Attendance Tracking

• Career Module

• Custom Forms

• Custom Widgets

• Peer Mentoring

• Resources

• SAGE Early Alerts

• Staff Staff Scheduling

• Success Plans

• TracFlow

• Work Plans

• Workshops

TracFlow

TracFlows in TracCloud allow you to automate a variety of actions within TracCloud. These can be scheduled events or triggered based on an action within the system. When initiated, a TracFlow can perform many different actions from sending emails to modifying records to creating new referrals or surveys within the Trac System.

Redrock support will be able to assist you in configuring TracFlows upon request. Once we confirm that an action can be automated, we will provide pricing information prior to putting it in place on your system.

Automation Goal

Once you know what you want to automate, Redrock Software will work with you to determine the best way to accomplish this.

Trigger

What should cause this TracFlow to be initiated?

Data Modification

TracFlow can trigger an action based on a modification to a record.

Schedule

TracFlow can trigger an action on a set schedule of your choice.

Manual

TracFlow can trigger an action from a manual click by a user.

Actions

Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.

Create Tasks for Students or Staff

Send an Email to Any Recipient

Send an SMS Text

Add or Remove the Student From a List

Modify Any Field Within a Record

Send a Survey

Send a Notification

Create a SAGE Referral for a Student

Assign a Success Plan to a student.

Create a Student Registration

Initiate an API Call

Collect and Send Data

Description

Run a Favorite Report

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Examples

Goal: Remind consultants to enter notes for their visits.
Trigger: Time Schedule, daily at 3pm.
Query: Find recent visits where visit notes is blank.
Action: Send an email to the consultant reminding them to enter their notes.

Goal:Send students a survey when their referral is resolved.
Trigger: Data modification, when referral is marked as resolved.
Action: Send a survey to the student.

Goal: Wish staff a happy birthday.
Trigger: Time Schedule, daily at 9am.
Query: Find staff where birthdate (custom field) is today.
Action: Send an email to the staff using Twig for personalization.

Learn More

Do you have something in mind that you want to automate? Reach out to Redrock at helpdesk.go-redrock.com or at helpdesk@go-redrock.com and we'll let you know what we can do and what the pricing would be.