|
|
| Line 5: |
Line 5: |
| <div class="pageTitle">TracCloud features and changes from June 2025</div> | | <div class="pageTitle">TracCloud features and changes from June 2025</div> |
|
| |
|
| <!--A new widget for workshop self enrollment, new reports, new types of surveys,--> and more in TracCloud for
| | New custom form reports, new SAGE options, new section schedule restrictions and more in TracCloud for the month of July 2025. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br> |
| the month of July 2025. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br> | |
|
| |
|
| <div class="line"></div> | | <div class="line"></div> |
| Line 24: |
Line 23: |
| </div> | | </div> |
| <div style="float:right; width: 80%; display: table;"> | | <div style="float:right; width: 80%; display: table;"> |
| | * The [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|SAGE Referrals by ??]] report can now be configured to send emails about related referrals to faculty.<br> |
| * An option to show the most recent visit instead of the initial visit has been added to the [[TracCloud_Report:_Initial_Visit|Initial Visit]] report.<br> | | * An option to show the most recent visit instead of the initial visit has been added to the [[TracCloud_Report:_Initial_Visit|Initial Visit]] report.<br> |
| * An option to show appointment statuses by subject/course has been added to the [[TracCloud_Report:_Students_and_Appointment_Status_Crosstab|Students and Appointment Status Crosstab]] report.<br> | | * An option to show appointment statuses by subject/course has been added to the [[TracCloud_Report:_Students_and_Appointment_Status_Crosstab|Students and Appointment Status Crosstab]] report.<br> |
This page is still in progress! Come back later to learn more.
TracCloud features and changes from June 2025
New custom form reports, new SAGE options, new section schedule restrictions and more in TracCloud for the month of July 2025. Our full changelog can be found here.
There are two new Custom Form reports: Custom Form Responses and Custom Form Snapshot.
The Snapshot report (pictured below) will tally results from all responses in the date range you specify, while the Responses report will list out the individual responses and each person's answers.
You can now limit how many reasons and recommendations can be selected per label.
In the label name, append "(max: #)" to the end with your preferred limit for that set of reasons or recommendations. Once in place, your staff and faculty will not be able to exceed that limit.
- A new option to enable or disable the "Nothing to Report" SAGE referral option has been added to Terms in system preferences.
- Custom styling can now be applied to SAGE custom questions.
- You can control how long a "Nothing to Report" referral remains active for in Terms. It is active for the entire term by default.
You can now restrict logins and scheduling if it conflicts with one of their class schedules.
Visit logins can be restricted by enabling "Prevent Sign In During Class Time" in Log In/Out prefs. Scheduling can be restricted by enabling "Automatically block student class schedule during search availabilities" in Search Availability Options.
Importing importing section scheedule data is a prerequisite for this functionality.
- You can now filter the log listing to only students who are logged in during their class times.
- Asynchronous appointments are now displayed to consultants' supervisors on the dashboard.
- "Last Year" and "Last Month" date ranges have been added to the Center Visits widget on the student dashboard.
- You can now manually send the Confirm Bio form to students via the 'Actions' button in their profile.
- An option to search by profile has been added to the Reason Specialties tab in consultant accounts.
- You can now filter the log listing by students with current Q2 table visits.
- A saved search from the registration listing can now be used to restrict which registrations students are allowed to login for on kiosks/log listings, defined in Log In/Out prefs.
- Options to change the menu height of the kiosk/log listing center list and the consultant list on the schedule have been added to General Appointment Settings in system preferences.
- You can prevent staff from overriding and allowing students to book recurring appointments in Other Schedule Options.
- There's a new Advanced Pref to use the original online link in iCals rather than a TracCloud link. This is typically not recommmended as it means appointment attendance will not be tracked automatically.
