TracCloud: General Profile Options: Difference between revisions
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Revision as of 10:32, 15 November 2023
Profile Preferences
Prefs
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.
- 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.
- 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.
- 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.
- Profile Name / Badge on Scheduler
- This text appears before the center name on the search availability results page.
- 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.
- 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.
- 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 student/consultant accounts. 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. Similarly if used for students, you could enter [dsmith@example.edu],[jdoe@example.edu] to link them to multiple advisors.
- Define your preferred formatting for multiple student/consultant link values in student/consultant accounts. 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. Similarly if used for students, you could enter [dsmith@example.edu],[jdoe@example.edu] to link them to multiple advisors.
- Formatting Code Applies to
- This determines what the above option applies to, student accounts or consultant accounts.
- This determines what the above option applies to, student accounts or consultant accounts.
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