TracCloud: Semester Changeover: Difference between revisions
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<big>2. Process Activations & Process Specialties</big><br> | <big>2. Process Activations & Process Specialties</big><br> | ||
After activating your new term (and deactivating the old, if applicable), a button will appear in the Terms settings labelled <b>Process Activations</b>. This button will activate registrations for this term and deactivate registrations that are no longer relevant. Click this, then click <b>Process Specialties</b> to update your Course Lists. Specialties can also be updated from the Course List Listing, which has the same effect as the option here. | After activating your new term (and deactivating the old, if applicable), a button will appear in the Terms settings labelled <b>Process Activations</b>. This button will activate registrations for this term and deactivate registrations that are no longer relevant. Click this, then click <b>Process Specialties</b> to update your [[TracCloudGuideBasicsCourses|Course Lists]]. Specialties can also be updated from the Course List Listing, which has the same effect as the option here. | ||
[[File:4963127.png|600px|Screenshot: The Process Activations button.]]<br><br> | [[File:4963127.png|600px|Screenshot: The Process Activations button.]]<br><br> | ||
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There are a few locations where semester-relevant date fields may exist. Your system may or may not be utilizing these, but here's a list just in case. | There are a few locations where semester-relevant date fields may exist. Your system may or may not be utilizing these, but here's a list just in case. | ||
* <b>Confirm Bio Reset Date</b> | * <b>[[TracCloudGuideGlobalBio|Confirm Bio Reset Date]]</b> | ||
::Student Confirm Bio: Other > Other Options > Preferences > Student Confirm Bio Settings > Reset Student Confirmations on date | ::Student Confirm Bio: <i>Other > Other Options > Preferences > Student Confirm Bio Settings > Reset Student Confirmations on date</i> | ||
::Staff Confirm Bio: Other > Other Options > Preferences > Staff Confirm Bio Settings > Reset Staff Confirmations on date | ::Staff Confirm Bio: <i>Other > Other Options > Preferences > Staff Confirm Bio Settings > Reset Staff Confirmations on date</i> | ||
::[[File:4994869.png|700px]] | ::[[File:4994869.png|700px]]<br><br> | ||
* <b>Calc Missed Appointments Since</b> | * <b>[[TracCloudGuideProfilePrefsSchedule#Appointment_Status_and_Management|Calc Missed Appointments Since]]</b> | ||
::Global setting: Other > Other Options > Preferences > System Preferences > Calc Missed Appointments Since | ::Global setting: <i>Other > Other Options > Preferences > System Preferences > Calc Missed Appointments Since</i> | ||
::Profile-specific setting: Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Appointment Status and Management > Calc Missed Appointments Since | ::Profile-specific setting: <i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Appointment Status and Management > Calc Missed Appointments Since</i> | ||
::[[File:8541121.png|700px]] | ::[[File:8541121.png|700px]]<br><br> | ||
* <b>Max Appointment Rules</b> | * <b>[[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks|Max Appointment Rules]]</b> | ||
::Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Max Appointment Rules and Blocks > [Your rule] > Since/From date | ::<i>Other > Other Options > Profiles > [Your Profile] > Prefs > Scheduling > Max Appointment Rules and Blocks > [Your rule] > Since/From date</i> | ||
::[[File:3896176.png|700px]] | ::[[File:3896176.png|700px]]<br><br> | ||
* <b>Announcements</b> | * <b>[[TracCloudGuideGlobalAnnouncements|Announcements]]</b> | ||
::Other > Other Options > Announcements > [Your Announcement] | ::<i>Other > Other Options > Announcements > [Your Announcement]</i> | ||
::[[File:7490611.png|700px]] | ::[[File:7490611.png|700px]] | ||
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And that's it! You're all set for the new semester. </onlyinclude> | And that's it! You're all set for the new semester. </onlyinclude> | ||
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[[Category:TracCloud]] |
Revision as of 16:34, 20 April 2023
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Changing Semesters in TracCloudThe process of activating new terms for your upcoming semester in TracCloud is designed to be as straightforward as possible. The steps below outline the process and everything you have to do to prepare and execute a semester changeover. As always, if you run into any trouble, feel free to reach out to us at helpdesk@go-redrock.com. Step 0. Import New Term Data Step 1. Activate Your New Term Make sure Active is checked, and add the Active From and To dates to the relevant fields as well (these are utilized for "This Term" date ranges in reports and scheduling rules). You may also want to deactivate your prior term at this time as well, or you can deactivate it later if preferred. Multiple terms can be active at once. 2. Process Activations & Process Specialties After activating your new term (and deactivating the old, if applicable), a button will appear in the Terms settings labelled Process Activations. This button will activate registrations for this term and deactivate registrations that are no longer relevant. Click this, then click Process Specialties to update your Course Lists. Specialties can also be updated from the Course List Listing, which has the same effect as the option here. 3. Additional Date Fields (Optional)
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