TracCloud: Staff and Consultants: Difference between revisions

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==General==
<!-------------------------------------------- General-------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>General</b> / Name, Photo, Permissions, etc.</big></div><div class="mw-collapsible mw-collapsed"><br><br>
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* <b>KIOSK</b>
* <b>KIOSK</b>
::If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and select a [[TracCloudGuideBasicsVisits|Kiosk]] to open, and nothing else. Normal staff members can open kiosks as well, but this can be useful if you need to create a generic account to share with other people to open kiosks in your center.
::If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and select a [[TracCloudGuideBasicsVisits|Kiosk]] to open, and nothing else. Normal staff members can open kiosks as well, but this can be useful if you need to create a generic account to share with other people to open kiosks in your center.
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==Contact & Other Data==
<!-------------------------------------------- Contact -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Contact & Other Data</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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[[File:9544893.png|800px]]
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Most of the options here are self-explanatory, just basic contact information about this staff member, such as their email address, phone number, address, etc. The {{#fas:mobile-button}} icon indicates whether or not they're opted into [[TracCloudTA|text alerts]]. [[TracCloudGuideGlobalCustom|Custom fields]] can also be created on this page as well.
Most of the options here are self-explanatory, just basic contact information about this staff member, such as their email address, phone number, address, etc. The {{#fas:mobile-button}} icon indicates whether or not they're opted into [[TracCloudTA|text alerts]]. [[TracCloudGuideGlobalCustom|Custom fields]] can also be created on this page as well.
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==Certifications==
<!-------------------------------------------- Certifications-------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Certifications</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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==Reason Specialties==
<!-------------------------------------------- Reasons -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Reason Specialties</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
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This tab allows you to specify which [[TracCloudGuideProfileReasons|reasons]] this consultant is assigned to. If a user searches for availabilities with a reason that the consultant isn't assigned to, they won't appear in the search results, similar to section specialties.
This tab allows you to specify which [[TracCloudGuideProfileReasons|reasons]] this consultant is assigned to. If a user searches for availabilities with a reason that the consultant isn't assigned to, they won't appear in the search results, similar to section specialties.
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==Timeline==
<!-------------------------------------------- Timeline-------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Timeline</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
[[File:9998024.png|800px]]<br><br>
[[File:9998024.png|800px]]<br><br>


The staff timeline operates similarly to the student timeline, showing a history of their related records. [[TracCloudGuideBasicsVisits|Visits]], [[TracCloudGuideListingsAppts|appointments]], [[TracCloudGuideGlobalTasks|tasks]], [[TracCloudGuideGlobalDocs|document uploads]], etc.
The staff timeline operates similarly to the student timeline, showing a history of their related records. [[TracCloudGuideBasicsVisits|Visits]], [[TracCloudGuideListingsAppts|appointments]], [[TracCloudGuideGlobalTasks|tasks]], [[TracCloudGuideGlobalDocs|document uploads]], etc.
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==Staff Listing==
<!-------------------------------------------- Listing -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Staff Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>


To view a list of all staff accounts in TracCloud across multiple profiles, go to <i>Other > Listings Staff</i>. This will display all active staff by default, but any search will override that.
To view a list of all staff accounts in TracCloud across multiple profiles, go to <i>Other > Listings Staff</i>. This will display all active staff by default, but any search will override that.
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{{#lst:Template:TracCloudListingDescriptions|New_Record}}
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[[Category:TracCloud]]
[[Category:TracCloud]]

Revision as of 13:55, 23 October 2023

Profile Preferences

• General

• Centers

• Groups

• Staff & Consultants

   • Staff User Level

• Reasons

Prefs

   • Log In/Out

   • Log Listing Customization

   • Log Listing Message, etc

   • Schedule

   • Appointment Display

   • Emails

   • Center Description

   • Advanced Prefs

• Twig Guide

• Resources


Staff & Consultants
This tab is where you will find your staff/consultants that have been assigned to this profile. From this view, we can see the staff names, the centers and group they’re assigned to, and what type of staff member they are (consultant or regular staff). For a complete list of staff, not just staff assigned to this profile, go to Other > Other Options > Listings > Staff.
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To create a new staff member, click on the hamburger button, then select “New Staff Member.”
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General / Name, Photo, Permissions, etc.


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  • First Name, Last Name
The staff member’s name. This will display on the staff schedule and in reports. This can also display to students if alias is not being used instead.

  • Username
This is the username that this staff member will use to login (or for SSO authentication). Coordinate with your IT and/or Redrock Software to determine what your username format should be (e.g., ID number, email address, etc).

  • Other ID
This is the alternate ID of this staff member, can be used for searches or staff work visits.

  • Hired / Terminated & Reason
Hired/Termination dates as well as the reason for termination can be recorded for reference if needed. This does not affect Trac System functionality.

  • Staff Bio Confirmed & Confirmed Date / Time
When and if this staff member has completed the confirm bio prompt. More information on Confirm Bio can be found here.

  • Pronouns
This staff member's preferred pronouns, this information can be shared with students via Twig tags in emails or in Staff Bio on Search Availability.

  • Staff BIO
A written bio of this staff account. Can be displayed to students, more information.

  • Inactive
We don’t recommend deleting records in TracCloud, as this will also disconnect them from related records (Visits, Appointments, etc). Instead, we recommend deactivating the account by checking this box. This will hide them from view, but the record and related data remains available if needed, for historical reporting or later reactivation.

  • User Level
The user level determines some baseline rules for what this staff member can and can’t access. More information.

  • Default Center
This is the primary center the staff member is assigned to. Also determines which profile's "Staff & Consultants" list they appear in.

  • Permission Group
The permission group that this staff is assigned to. More information.

  • Linked Centers
This is where you can assign staff members to different centers in TracCloud. A center must be assigned here for a consultant to have availabilities in or be assigned to visits for that center.

  • Notes
An optional field for any notes that you may want to record relating to this staff member.

  • Consultant
If this checkbox is selected, this staff member will be made an available option on the schedule and allows them to be linked to visits. Additional consultant-specific options also become available, as detailed below.

• Alias
An alternate name that will appear when searching for appointments. Requires the “Display consultant alias on availability search” option to be enabled in your Profile Scheduling Prefs.


• Online Link
If remote appointments are held via online conferencing platforms (Zoom, Webex, etc), each of your consultants can have a unique invite link defined in their profile. When a URL is placed here, and their availability is set the online meeting type, the URL entered in this field will appear in the available location choices.

• Fund
This is used as the consultant's assigned fund, if applicable. More information on funds and payroll features in general can be found here.

• Pay Code
This consultant’s pay code will determine their pay rate when running payroll reports. More information.

• Max Hours
Can be used to limit the number of hours this staff member can be booked in a certain range of days, even if they have open availabilities on their calendar. This requires setting up a corresponding max appointment rule, more information here.

• Location
The Location option assigned here will display as an option when creating availabilities on this consultant’s schedule.

• Do not show on schedule
If checked, this consultant will not show up on the schedule.

• Course List of Specialties
The course list selected here determines which subjects this consultant can assist with. More information on creating and managing course lists can be found here.

• Accommodations
These are the skills/accommodations that this consultant can assist with. For example, if accommodations are used to specify a preferred language, you could select the languages this consultant can assist with here. More information on configuring these accommodations can be found here.

  • KIOSK
If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and select a Kiosk to open, and nothing else. Normal staff members can open kiosks as well, but this can be useful if you need to create a generic account to share with other people to open kiosks in your center.
Contact & Other Data


9544893.png

Most of the options here are self-explanatory, just basic contact information about this staff member, such as their email address, phone number, address, etc. The icon indicates whether or not they're opted into text alerts. Custom fields can also be created on this page as well.

Certifications


File:1356437.png

Here, we can view and manage this consultant’s certifications (e.g., CLRA). New certifications can be created by selecting the hamburger icon > New Certification, which will take you to an empty form to fill out.
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Reason Specialties


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This tab allows you to specify which reasons this consultant is assigned to. If a user searches for availabilities with a reason that the consultant isn't assigned to, they won't appear in the search results, similar to section specialties.

Timeline


9998024.png

The staff timeline operates similarly to the student timeline, showing a history of their related records. Visits, appointments, tasks, document uploads, etc.

Staff Listing


To view a list of all staff accounts in TracCloud across multiple profiles, go to Other > Listings Staff. This will display all active staff by default, but any search will override that.

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Hamburger Menu

Every listing page in the Trac System features a hamburger menu with utilities to search for or interact with your list of records. Some of these options are specific to a certain listing/record-type, others are shared. The following list includes definitions for the hamburger menu options available on this listing, and how they can be utilized.

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  • List All
This option will show all records on the current listing. Some listings have an additional toggle for only showing "Active" records, such as Students and Registrations, which will still override a "List All" search if checked.


  • Power Search
This option provides a simple but powerful search utility to find the records you need. String together multiple searches, adding or removing results for each. Use Search Symbols to include ranges of data, and Save Searches for later use if needed. The search term 'blankornull' can be used to find all records with a value of nothing ("") or null ().
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  • Saved Searches
See Saved Searches for more information.


  • Selected...
The Selection Tool offers several options to filter and manage your records. More information on this feature can be found in its own dedicated article here.


  • Change Field Values
This utility allows you to make modifications in to your records in bulk. Similar to the Merge Duplicates utility, we highly recommend coordinating with Redrock Support directly on this setting.


  • Views
See Views for more information.


  • Batch Create Certifications/Work Visits & Batch Activate/Deactivate
Allows you to create these Staff-specific records in bulk, or change the activation status of many staff members at once.


  • Export CSV
Export current listing contents to a CSV file.


  • Send Email
Allows you to send an email directly to a list of users.


  • Print
Allows you to print the contents of the current listing, by extension this also allows you to export the current list as a PDF file.


  • Create Task
Allows you to send a task to the current student list. More information.


  • New <Record>
Allows you to create a new record based on your selected listing.
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