Create Messages: Difference between revisions

From Redrock Wiki

m (1 revision imported)
No edit summary
Line 1: Line 1:
In Trac 4.0, you have the ability to create notes to add to a student’s profile, and also to send them messages through your Trac product.
{| style="width:100%; vertical-align:top; "
| style="width:250px; vertical-align:top; padding:2px 15px 2px 2px;" | {{UserManualStudentsTOC}}
| style="vertical-align:top; padding:20px 20px 20px 2px;" |
{| style="width:100%; vertical-align:top; "
 
| style="vertical-align:top; font-size:140%; color:#7c1911; padding:30px 0px 0px 0px;" | <span style="color:#7C1911">'''Creating Messages'''
</span><HR>
 
|-
 
|style="vertical-align:top; font-size:100%; " | In Trac 4.0, you have the ability to create notes to add to a student’s profile, and also to send them messages through your Trac product.
   
   
==Creating a Note/Message==
==Creating a Note/Message==
Line 7: Line 17:
To identify the different note types, click on the '''Trac Man''' icon, and choose '''Utilities and Prefs'''. In the '''System Prefs''' tab, click on the '''MessageTypes''' preference. Here you will enter the different types of notes/messages that can be created.
To identify the different note types, click on the '''Trac Man''' icon, and choose '''Utilities and Prefs'''. In the '''System Prefs''' tab, click on the '''MessageTypes''' preference. Here you will enter the different types of notes/messages that can be created.


:[[image:Message_Types.jpg‎|none|thumb|150px]]
:[[image:Message_Types.jpg‎|none|450px]]


To create a note or message for a student, you’ll first need to access their Student Profile. On the History tab of the Student profile, there is a Messages tab. Here, you may click on Send Mesg to create the note or message for the student.
To create a note or message for a student, you’ll first need to access their Student Profile. On the History tab of the Student profile, there is a Messages tab. Here, you may click on Send Mesg to create the note or message for the student.
   
   
:[[image:Send_Message.jpg‎|none|thumb|150px]]
:[[image:Send_Message.jpg‎|none|450px]]
:[[image:Create_Message.jpg‎|none|thumb|150px]]
:[[image:Create_Message.jpg‎|none|450px]]


;From
;From
Line 46: Line 56:
:If you allow students to log in to their accounts in order to book appointments or perform other tasks, then they would be able to view any notes/messages on their main menu.
:If you allow students to log in to their accounts in order to book appointments or perform other tasks, then they would be able to view any notes/messages on their main menu.


:[[image:Messages_Main.jpg‎|none|thumb|150px]]
:[[image:Messages_Main.jpg‎|none|450px]]


;Login for Visit
;Login for Visit
:When a student logs in for a visit to a Center, the Confirmation page of the login will display any notes or messages for the student that have not been marked as read.
:When a student logs in for a visit to a Center, the Confirmation page of the login will display any notes or messages for the student that have not been marked as read.


:[[image:Message_Login.jpg‎|none|thumb|150px]]
:[[image:Message_Login.jpg‎|none|450px]]
   
   


Line 58: Line 68:
Groups that Consultants and Users are assigned to have the access preference that determines which Message types their Group is allowed to see.  
Groups that Consultants and Users are assigned to have the access preference that determines which Message types their Group is allowed to see.  


:[[image:Message_Access.jpg‎|none|thumb|150px]]
:[[image:Message_Access.jpg‎|none|450px]]


Consultants and Users may then access a Student’s profile, and view Messages of the same Message type.
Consultants and Users may then access a Student’s profile, and view Messages of the same Message type.


:[[image:Message_Students.jpg‎|none|thumb|150px]]
:[[image:Message_Students.jpg‎|none|450px]]
 
__NOTOC__

Revision as of 16:36, 30 November 2021

User Manual Contents

• Introduction

• SysAdmin Preferences

• Center Profile Prefs

• Group Settings

• Sections

• Reasons

• Consultants

• Student Records

   • Student Entry Form

   • Creating Student Profiles

   • Searching for Students

    • Student Search

    • Power Search

    • Utility Search

    • Visit Search

    • Registrations Search

   • Post Documents

   • Create Messages

• Availabilities

• Appointment Scheduling

• Visits

• Resources

• List Management

• Kiosk

• Customize My Trac

Creating Messages
In Trac 4.0, you have the ability to create notes to add to a student’s profile, and also to send them messages through your Trac product.

Creating a Note/Message

Before we can begin to create notes/messages for students, we need to identify the different types of notes/messages that can be created. This is used to identify which users have access to different types of notes (for example, you may only want Administrators to see disciplinary notes on a student’s profile. Creating these notes as an Administrator type of note can prevent other users from seeing these notes).

To identify the different note types, click on the Trac Man icon, and choose Utilities and Prefs. In the System Prefs tab, click on the MessageTypes preference. Here you will enter the different types of notes/messages that can be created.

Message Types.jpg

To create a note or message for a student, you’ll first need to access their Student Profile. On the History tab of the Student profile, there is a Messages tab. Here, you may click on Send Mesg to create the note or message for the student.

Send Message.jpg
Create Message.jpg
From
This will display who is creating the note/message
Subject
Enter the Subject for the Note/Message
Message
Here you can enter the note/message for the student.
Type
Choose between creating a Note on the student’s profile, sending them a message, or both
Note Type
This is where you indicate what type of note/message this is.


If you need to create a note for a Group of Students, you can first search for the list of Students, then click on List Options and choose Send Note. This will allow you to create a Note for all of the Students at once.


Viewing Notes/Messages

Viewing as a Student

In order for a student to see a note/message, it needs to be given a type of either blank, Student Msg, or Message. Any other note/message type will be restricted from student view. Here are the ways that a student can view their messages:

Through email
When a message is sent to a student, it is sent to them through an email. They can then read the message on their own time
Main Menu
If you allow students to log in to their accounts in order to book appointments or perform other tasks, then they would be able to view any notes/messages on their main menu.
Messages Main.jpg
Login for Visit
When a student logs in for a visit to a Center, the Confirmation page of the login will display any notes or messages for the student that have not been marked as read.
Message Login.jpg


Viewing as a Consultant/User

Groups that Consultants and Users are assigned to have the access preference that determines which Message types their Group is allowed to see.

Message Access.jpg

Consultants and Users may then access a Student’s profile, and view Messages of the same Message type.

Message Students.jpg
Retrieved from "https://wiki.go-redrock.com/index.php?title=Create_Messages&oldid=4771"