TracCloudGuideBasicsResources: Difference between revisions

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* <b>Reserved Date</b>, <b>Last Date Out</b>, and <b>Due Date</b> display the exact times of reservations, checkouts, and when the resource is due to be returned.
* <b>Reserved Date</b>, <b>Last Date Out</b>, and <b>Due Date</b> display the exact times of reservations, checkouts, and when the resource is due to be returned.


* <b>Resource Type</b> allows you to categorize this resource into a type.
* <b>Resource Type</b> allows you to categorize this resource into a type for reporting purposes.
 
* <b>Length of Checkout</b> determines how long an item can be checked out for before an overdue notification is sent.
 
* <b>Max Renewals Allowed</b> determines how many times a checkout can be renewed.
 
* <b>Description</b>


==using a resource==
==using a resource==


==Resource Reports==
==Resource Reports==
 
{{:TracCloudReportsManagement10}}


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[[Category:rsc_internal]]
[[Category:rsc_internal]]

Revision as of 09:56, 24 November 2021

Getting Started / Basics

• TracCloud Terminology

• Training Resources

• Schedule Management

• Recording Visits

• TracCloud Dashboard

Resources
Resources are items that may be checked in and out of your Center(s) and lent to students. The borrowing of resources at your center(s) can be tracked, recorded, and the data collected can be displayed through Reports.

Creating a Resource

To begin creating a resource, go to Other > Listings > Resources, click the

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  • BarCode is the unique identifier for this item. Can be used to log resources in and out via a barcode scanner or swipe system, in addition to manually entering the value.
  • Title is the name of this resource.
  • Profile is the linked Profile for this resource.
  • Checked Out To shows which student currently has this item checked out (if applicable).
  • Collateral represents an item to be collected when this resource is checked out. For example, a student may need to leave their Student ID Card to check out an item, which they will get back upon return.
  • Collateral Logic enables Collateral functionality if checked. This will ask the staff member logging the resource in/out whether or not collateral has been gathered/returned.
  • Reserved For shows who currently has this resource reserved.
  • Always Available indicates that this resource doesn't need to be individually checked out or reserved, multiple students can checkout the same resource at any time.
  • Reserved Date, Last Date Out, and Due Date display the exact times of reservations, checkouts, and when the resource is due to be returned.
  • Resource Type allows you to categorize this resource into a type for reporting purposes.
  • Length of Checkout determines how long an item can be checked out for before an overdue notification is sent.
  • Max Renewals Allowed determines how many times a checkout can be renewed.
  • Description

using a resource

Resource Reports

Resources

This report exports resource usage, showing the students who have checked out a particular resource, the checkout date and time, as well as total hours. This can either be run on overall Utilization, or specifically on Past Due resources.

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  • Time Frame
The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.


  • Show Inactive Resources
Include resources in results that have a status of 'Inactive.'


  • Show Summary
Only show data totals, excluding details of individual records.


  • For Past Due, Show All Checkouts
If this is checked, currently checked out resources will be included in report results. Unchecked would exclude these.


  • Include Checkout Notes
Adds the checkout notes field as an additional column in report results.


  • Show Totals Bar Chart
Adds a visual bar chart of totals to your report data.


  • Include Email in Utilization
Include the email address of the user who checked out the item.


  • Group by
Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.


  • Student ID, Resource Type, Resource Title, Barcode, Keywords, Profile
Search by Student ID, Resource Type, Resource Title, Resource Barcode, Keywords, or the Profile of your resources.


  • Output format
Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.


  • Deliver to
Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).


  • View Utilization or View Past Due
Utilization will show all checked out resources and the individual checkouts. Past Due will only display overdue checkouts, items that were not returned soon enough, filtering out checkouts that were returned in time.


HTML
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CSV
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