TracCloud: TracFlow: Difference between revisions

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'''TracFlow'''<br>
'''TracFlow'''<br>


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


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.
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.


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<div style="font-weight: bold; text-align: center">Automation Goal</div>
<div style="font-weight: bold; text-align: center">Automation Goal</div>
Once you know what you want to automate, Redrock Software will work with you to determine the best way to
Once you have an idea of an action or event that you want to automate, reach out to Redrock at [https://helpdesk.go-redrock.com/ helpdesk.go-redrock.com] or at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] and we'll walk you through the rest. We will work with you to determine the best way to accomplish this.
accomplish this.
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<div style="font-weight: bold; text-align: center">Trigger</div>
<div style="text-align: center"><b>Trigger</b><br>These are the possible options to initiate a TracFlow event.</div>
What should cause this TracFlow to be initiated?
 
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<div style="text-align: center"><b>Data Modification</b><br>
<div style="font-weight: bold; text-align: center">Data Modification</div>
Initiate a TracFlow when a record (or related record) is edited/modified.<br>
TracFlow can trigger an action based on a modification to a record.
<span style="font-size:40px">{{#fas:pen-to-square}}</span>
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<div style="font-weight: bold; text-align: center">Schedule</div>
<div style="text-align: center"><b>Schedule</b><br>
TracFlow can trigger an action on a set schedule of your choice.
TracFlow can trigger an action on a set schedule of your choice.<br>
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<div style="text-align: center"><b>Manual</b><br>
<div style="font-weight: bold; text-align: center">Manual</div>
TracFlow can trigger an action from a manual click by a user.<br>
TracFlow can trigger an action from a manual click by a user.
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<div style="font-weight: bold; text-align: center">Actions</div>
<div style="text-align: center"><b>Actions</b><BR>Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.</div>
Your TracFlow can initiate any of the following actions. Each TracFlow can initiate as many actions as needed.
 
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<div style="font-weight: bold; text-align: center">Collect and Send Data</div>
<div style="font-weight: bold; text-align: center">Export Data</div>
Description
[[File:6247809.png]]
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==Examples==
==Examples==


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{{#fas:circle-check}} <b>Action:</b> Send an email to the staff using Twig for personalization.<br>
{{#fas:circle-check}} <b>Action:</b> Send an email to the staff using Twig for personalization.<br>
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==Learn More==
Do you have something in mind that you want to automate? Reach out to Redrock at [https://helpdesk.go-redrock.com/ helpdesk.go-redrock.com] or at [mailto:helpdesk@go-redrock.com helpdesk@go-redrock.com] and we'll let you know what we can do and what the pricing would be.


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Revision as of 20:49, 21 March 2025

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


Additional Features

• TextAlerts

• Q2 Study Tables

• SurveyTrac

• Whiteboard

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

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 have an idea of an action or event that you want to automate, reach out to Redrock at helpdesk.go-redrock.com or at helpdesk@go-redrock.com and we'll walk you through the rest. We will work with you to determine the best way to accomplish this.

Trigger
These are the possible options to initiate a TracFlow event.
Data Modification

Initiate a TracFlow when a record (or related record) is edited/modified.

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

Create a SAGE Referral for a Student

Assign a Success Plan to a student.

Create a Student Registration

Initiate an API Call

Export Data

Run a Favorite Report

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.

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