TracCloudGuideGlobalLists: Difference between revisions
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The watch list indicator can be configured to display in various locations throughout the Trac System. Hovering over the indicator also provides the list name.<br> | The watch list indicator can be configured to display in various locations throughout the Trac System. Hovering over the indicator also provides the list name.<br> | ||
[[File: | [[File:2856030.png|500px]]<br><br> | ||
* <b>Display on Log In/Out</b> | * <b>Display on Log In/Out</b> | ||
::Displays in the upper-right corner of the login/logout | ::Displays in the upper-right corner of the login/logout process on the [[TracCloudGuideBasicsVisits|log listing]]. | ||
::[[File:2817709.png|500px]]<br><br> | ::[[File:2817709.png|500px]]<br><br> | ||
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* <b>Display on Dashboard</b> | * <b>Display on Dashboard</b> | ||
::This will allow the list to be visible from the staff dashboard, within the “Watch List Students” box. Requires "Show the Watch Lists on Main Menu" to be enabled in the staff member's linked [[TracCloudGuideProfileGroups|permission group.]] | ::This will allow the list to be visible from the staff dashboard, within the “Watch List Students” box. Requires "Show the Watch Lists on Main Menu" to be enabled in the staff member's linked [[TracCloudGuideProfileGroups|permission group.]] | ||
::[[File:6679254.png|700px]] | ::[[File:6679254.png|700px]]<br><br> | ||
* <b>Display on KIOSK login/out</b> | |||
::Displays in the upper-right corner of the login/logout process on the [[TracCloudGuideBasicsVisits|kiosk]]. | |||
::[[File:2817709.png|500px]] | |||
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[[Category:TracCloud]] | [[Category:TracCloud]] | ||
Revision as of 16:09, 28 September 2023
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Custom Lists, Dynamic Lists, & Watch Lists Lists are used to group an arbitrary selection of students together. These lists can be used for a variety of reasons, from simply viewing a set of students, to sending mass emails, running reports, or even limiting a permission group’s student listing access to only a certain population of students. If you want to make a student stand out on the log listing or student listing, assigning them to a watch list is a great way to accomplish this. There are three types of lists in TracCloud, detailed below. Static List
Creating Static Lists from System PreferencesWithin your global preferences, you will find the "Custom Lists" menu. This allows you to view the custom lists that have been created in your Trac System, which can be renamed, deactivated ("!" button), or deleted if needed. Deactivated lists no longer appear on the student list/reports, but can be reactivated later if needed. A new custom list can be created by clicking the + icon, only static lists can be created from this menu. Other > Other Options > Preferences > Custom Lists Creating Static & Dynamic Lists on the Student ListingManaging lists directly from the student listing is also possible and provides you the ability to create dynamic lists as well, which allow you to have an always-up-to-date list of students for any purpose. Before creating a list, you will almost always start with a search. This can be any search, from entering a student's name in the search bar, to power searches, and even utilizing the "Show These Students" options using the registrations or visits listing as a source. As an example, the power search in the screenshot below would show all students with a Major of “Mathematics” and a status of “Active."
After you've reached the search results page, click on the hamburger icon > Lists, where you will find the following options.
Beneath these options you will also see all other lists that you have access to. Clicking a list will immediately display those students. List CategoriesLists can be grouped into categories for further organization. The name of your list should be in the format of Category::List Name. See example below. System Preferences: How it appears on the Student Listing: Creating Watch ListsTo create a new watch list indicator, head over to your global preferences, select "Watch Lists," and click the + icon. This will add a new watch list, clicking on the name lets you rename it, selecting the colored box lets you change the indicator color, and the box next to that determines which custom list this watch list is assigned to. After you’ve given it a name, color, and list, select the right-arrow to control where these indicators appear. Watch list indicator icons refresh daily at 4am, which can be changed here as well if needed. Other > Other Options > Preferences > Watch Lists
Watch List Indicator Locations The watch list indicator can be configured to display in various locations throughout the Trac System. Hovering over the indicator also provides the list name.
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