TracCloud: General Profile Options: Difference between revisions

General
The General tab contains basic settings about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and Staff are assigned to profiles, and the centers within those profiles.

The "General" tab of a TracCloud Profile.

Center Profile Name

This will be the name of your profile. Profile name typically won’t come up often in day-to-day TracCloud use, but will show up when admins and staff are modifying preferences, staff accounts, groups, and more. Students can optionally be allowed to select a profile when searching for availabilities. If you have greater than 5 profiles, the staff schedule will automatically group centers into profile sub-menus to keep the list organized.

Staff Contact (Contact Phone and Contact Email)

The primary contact information for your Profile, typically the primary sysadmin. A staff account will need to be selected with the magnifying glass icon, which the phone number and email address will be automatically pulled from. The primary contact is only visible to other profile admins and sysadmins.

Name for Consultants

This preference determines the phrasing for your consultants throughout TracCloud. For example, if your campus uses the term “Advisor,” “Tutor,” or “Instructor,” instead of “Consultant,” you would select that here. This is only a visual change and does not affect functionality.

Linked Student Field / Linked Consultant Field

Students can be linked with advisors/consultants based on a field in their profile. Typically used for Assigned Advisors or Majors. For example, if a student has "Mathematics" as their major, and consultants have a "Major" custom field in their profile, we can link the two fields together. In this scenario, when that student logs in or searches for appointments, they will only be able see consultants that match their major. Advisor email address would be another common example. After fields are defined here, you can enable this feature in your individual centers.

Optional formatting options

Define your preferred formatting for multiple student/consultant link values in consultant profiles. For example, you could set this preference to [#] and set the consultant's field to [Accounting],[Mathematics], which would allow students from either major to find this consultant in availability search results.

The following articles in this portion of our wiki will be covering the contents of the profile tabs, Centers, Groups, Staff & Consultants, Reasons, and Prefs.

Profiles

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 The <b>General</b> tab contains basic settings about your profile, including the name, contact information, and student/consultant link rules. Your profile acts as an umbrella, holding all of your individual centers, reasons, and preferences. Groups and Staff are assigned to profiles, and the centers within those profiles.
 <br><br>
-[[File:2458333.png|800px|The "General" tab of a TracCloud Profile.]]<br><br>
+[[File:5374606.png|800px|The "General" tab of a TracCloud Profile.]]<br><br>
 *<b>Center Profile Name</b>
@@ Line 18: / Line 18: @@
 ::This preference determines the phrasing for your consultants throughout TracCloud. For example, if your campus uses the term “Advisor,” “Tutor,” or “Instructor,” instead of “Consultant,” you would select that here. This is only a visual change and does not affect functionality.<br><br>
-*<b>Linked Staff to Student</b>
+*<b>Linked Student Field / Linked Consultant Field</b>
-::If enabled, students can be linked with advisors/consultants based on a field in their profile. Typically used for Assigned Advisors or Majors. For example, if a student has "Mathematics" as their major, and consultants have a "Major" [[TracCloudGuideGlobalCustom|custom field]] in their profile, we can link the two fields together. In this scenario, when that student logs in or searches for appointments, they will only be able see consultants that match their major. Advisor email address would be another common example.<br><br>
+::Students can be linked with advisors/consultants based on a field in their profile. Typically used for Assigned Advisors or Majors. For example, if a student has "Mathematics" as their major, and consultants have a "Major" [[TracCloudGuideGlobalCustom|custom field]] in their profile, we can link the two fields together. In this scenario, when that student logs in or searches for appointments, they will only be able see consultants that match their major. Advisor email address would be another common example. After fields are defined here, you can [[TracCloudGuideProfileCenters|enable this feature in your individual centers.]]<br><br>
 * <b>Optional formatting options</b>

TracCloud: General Profile Options: Difference between revisions

From Redrock Wiki

Revision as of 10:12, 21 June 2023

Profile Preferences

Prefs