TracCloudProspectStudents

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Contents

Basics

Listings

Profile Prefs

Global Prefs

Tech Docs

Modules

Global Preferences

• System Preferences

• Search Availability Options

• General KIOSK Login Options

• Terms

• Student Entry Choices

• Student Photo Files

• Dashboard Charts

• Campus IP Address Blocks

• Student Lists & Watch Lists

• Document Types

• Task Types

• Email Templates

• Public / Admin Docs

• Skills / Accommodations

• Notification Types

• Welcome Messages

• Prospective Student Settings

• Confirm Bio

• Reports Management

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• Announcements

• Custom Fields

• Grade Groups & Assignments

• Tracking Staff Payroll

• Work Plans

• Workshops

Prospective Students

Description

Profile Pref: Allow user to generate prospect
Group Prefs: Allow user to create prospective student requests
Group Prefs: Table Access

Prospective Students from Students Listing
Log Listing Display
Prospect Requests listing
Other Status explanation and use

Other > Other Options > Preferences > Prospective Student Settings

• Prospective Student Activation

This enables the new "Prospective Student Request" option on the students listing for staff with the appropriate permissions.

• Prospect Email

Configure the email that students receive after signing up as a prospective student. The link they receive in this email will also allow them to login to TracCloud later. If left blank, the subject will be "New Student Email" and the body will be "Welcome to the Campus, click the link below to begin setting up your profile record."

• Name of Link on Email

Override the hyperlink name that students click on to complete sign up. Defaults to "Click here to fill out a profile" if left blank.

• Instructions to Student on Entry Form

The student will see this text above the fields to fill out on the prospect student entry form.

• Chosen Fields to Display to Student

These are the fields that your students will be allowed to set for themselves from the link they receive during signup. Fields can be left blank unless 'Required' is checked.

• Chosen Fields to Display to Staff when creating a Prospect Request

These are the fields that staff can fill out while creating a prospective student request from the students listing.

• Title of Submit Button

The name of the save button on the prospect student entry form.

Configuration: Profile Prefs and Group

Description.

Prospective Sign-ups from the Log Listing & Kiosk

Description.

To enable this functionality, go to Other > Other Options > Profiles > [Your Profile] > Log In/Out > Check "Allow User to Generate a Prospect" > Save. Once enabled, the following button will be available on the kiosk and log listing pages for this profile's centers.

Prospect Request Listing

Description. This can be accessed by going to Other > Listings > Prospect Requests.

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.

• 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.

• Search

This utility will open a pop-up window unique to each Listing it's present on, allowing you to search your records by a number of different fields.

• 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 ().

• 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.

• New <Record>

Allows you to create a new record based on your selected listing.