TracCloudWhatsNew2024-04-30 1: Difference between revisions

Prospective students, new resource options, announcement schedules and more in TracCloud for the month of April 2024. Our full changelog can be found here.

Prospective Students

Description TBD

Announcements Days & Times

Your announcements can now be configured to only display on certain days of the week and/or certain times of day. This allows you to deliver more timely reminders or notices to your students, staff, and faculty.

Title

Desc

File:0.png

Resources

The new Resources Listing report will show you a list of resource records along with information about the item and how many times it's been checked out. Click here for more information!

Resources can now be made exclusive to students or exclusive to staff with new "Hide" options.

Resources can be configured to require checked out items to be returned by end of semester rather than a static number of days.

Custom fields can now be created for resource records to store additional information like location.

Click here to learn more about resources.

Reports

Access to reports can now be provided on a per-report basis. The next time you're managing your permission groups, you'll find that the report options have moved to the Admin / Modules tab. Underneath those options, a new list will be available to give access to all or individual reports.

Results can now be filtered by profile in both Resources and Resources Listing.

"Days to Respond" has been added to the Additional Fields list in Survey Responses. This allows you to view how long it took each student to respond to their survey.

An option to include work visit notes has been added to the Payroll report.

Scheduling

There's now an Availability Blocks listing to quickly review all availabilities from all staff across all centers you have access to. Access to this listing can be provided by going to Other > Listings > Groups > [The group you want to update] > Admin / Modules > Add 'Availability Blocks' under 'Table Access' > Save. After this access has been added, you can find this listing by going to Other > Listings > Availability Blocks.

Appointment confirmation and reminder emails have a new option to set the reply-to address of the email to the consultant's email address, allowing students to reply to the email and have that be sent to the consultant. This requires that the recipient's mail client use the reply-to address correctly.

Appointment reminder emails can now be sent up to two times for each appointment.

Max Appointment Rules can now be configured to block a certain number of appointments in X hours or minutes, in addition to the existing days, weeks, etc options.

In System Preferences > Availaility Entry, the option "Ignore Missed Appointments when using the Move Appointment function" has been added. This allows staff to move appointments to availablities with missed appointments.

"Subject Faculty Title" added to "Format to display Search Subject" options.

You can now double-click to select a reason within a reason category when searching for availabilities.

Attendance

The Attendance Listing hamburger menu has a new "This Semester" choice to quickly filter results to only visits for the current term date range.

The Utilization dashboard widget will now show the consultant's name for work visits.

You can now require a consultant choice during logout, configured in Profile Prefs > Log In/Out.

Barcode/swipe scanners can now be used during work visit login.

Other Changes

Automated SAGE emails can now also send texts to the student or the consultant for each referral (with the TextAlerts module).

It's now possible to specifically restrict a permission group from viewing grades for registration records. This option can be found in the "Restrictions" tab of permission groups.

An option to duplicate a staff account has been added to the Staff Listing. This allows you to use another account as a template when creating an account for a new staff member. This will copy group, user level, linked centers, reason specialties, etc. Personal information will not be copied.

Multiple-choice/Multi-check questions in SurveyTrac can now have a limit for the maximum number of selected answers.

Off-campus work visit logins can now be restricted to logging in during any availability time of the same modality (online). This option is found in Permission Groups > Log In/Out.

The Tasks has new searching options in the search bar and hamburger menu.

The text editor for Welcome Messages and Staff Bio now have buttons to easily embed images or hyperlinks.

The Time Line tab in student profiles will now show up to 7 days in the future by default instead of only records up to today. Manually choosing a date range still overrides the default filter.

"Learning Specialists" added to "Name for Consultants" options.

@@ Line 19: / Line 19: @@
 <div class="line"></div>
-<big>Title</big><br>
+<big>Announcements Days & Times</big><br>
-Desc
+Your [[TracCloudGuideGlobalAnnouncements|announcements]] can now be configured to only display on certain days of the week and/or certain times of day. This allows you to deliver more timely reminders or notices to your students, staff, and faculty.
-[[File:0.png|500px]]<br><br>
+[[File:4498601.png|700px]]<br><br>
 <div class="line"></div>
@@ Line 55: / Line 55: @@
 * Results can now be filtered by profile in both [[TracCloudReportsManagement10|Resources]] and [[TracCloudReportsManagement21|Resources Listing]].<br><br>
+* "Days to Respond" has been added to the Additional Fields list in [[TracCloudReportsSurvey02|Survey Responses]]. This allows you to view how long it took each student to respond to their survey.<br><br>
+* An option to include work visit notes has been added to the [[TracCloudReportsPayroll02|Payroll]] report.<br><br>
 <div class="line"></div>
-<big>Other Changes</big>
+<big>Scheduling</big>
+There's now an [[TracCloudGuideBasicsSchedule|Availability Blocks listing]] to quickly review all availabilities from all staff across all centers you have access to. Access to this listing can be provided by going to <i>Other > Listings > Groups > [The group you want to update] > Admin / Modules > Add 'Availability Blocks' under 'Table Access' > Save</i>. After this access has been added, you can find this listing by going to <i>Other > Listings > Availability Blocks</i>.
+[[File:7742610.png|700px]]<br><br>
+* [[TracCloudGuideProfilePrefsEmails|Appointment confirmation and reminder emails]] have a new option to set the reply-to address of the email to the consultant's email address, allowing students to reply to the email and have that be sent to the consultant. This requires that the recipient's mail client use the reply-to address correctly.<br><br>
+* [[TracCloudGuideProfilePrefsEmails|Appointment reminder emails]] can now be sent up to two times for each appointment.<br><br>
+* [[TracCloudGuideProfilePrefsSchedule|Max Appointment Rules]] can now be configured to block a certain number of appointments in X hours or minutes, in addition to the existing days, weeks, etc options.<br><br>
+* In [[TracCloudGuideGlobalSystem|System Preferences > Availaility Entry]], the option "Ignore Missed Appointments when using the Move Appointment function" has been added. This allows staff to move appointments to availablities with missed appointments.<br><br>
+* "Subject Faculty Title" added to [[TracCloudGuideGlobalSearchAvail|"Format to display Search Subject"]] options.<br><br>
-* [[TracCloudGuideProfilePrefsEmails|Confirmation and Reminder emails]] have a new option to set the reply-to address of the email to the consultant's email address, allowing students to reply to the email and have that be sent to the consultant. This requires that the recipient's mail client use the reply-to address correctly.<br><br>
+* You can now double-click to select a reason within a reason category when searching for availabilities.<br><br>
-* It's now possible to specifically restrict a permission group from viewing grades for registration records. This option can be found in the "Restrictions" tab of [[TracCloudGuideProfileGroups|permission groups.]]<br><br>
+<div class="line"></div>
+<big>Attendance</big>
-* [[TracCloudGuideProfilePrefsEmails|Reminder Emails]] can now be sent up to two times for each appointment.<br><br>
+* The [[TracCloudGuideListingsVisits|Attendance Listing]] hamburger menu has a new "This Semester" choice to quickly filter results to only visits for the current term date range.<br><br>
-* An option to duplicate a staff account has been added to the [[TracCloudGuideProfileStaff|Staff Listing]]. This allows you to use another account as a template when creating an account for a new staff member. This will copy group, user level, linked centers, reason specialties, etc. Personal information will not be copied.<br><br>
+* The [[TracCloud_Dashboard|Utilization]] dashboard widget will now show the consultant's name for work visits.<br><br>
-* Multiple-choice/Multi-check questions in [[TracCloudST|SurveyTrac]] can now have a limit for the maximum number of selected answers.<br><br>
+* You can now require a consultant choice during logout, configured in [[TracCloudGuideProfilePrefsLogInOut|Profile Prefs > Log In/Out]].<br><br>
 * [[TracCloudGuideGlobalBarcode|Barcode/swipe scanners]] can now be used during work visit login.<br><br>
-* The [[TracCloud_Dashboard|Utilization]] dashboard widget will now show the consultant's name for work visits.<br><br>
+<div class="line"></div>
+<big>Other Changes</big>
+* Automated [[TracCloudSAGE|SAGE]] emails can now also send texts to the student or the consultant for each referral (with the [[TracCloudTA|TextAlerts]] module).<br><br>
+* It's now possible to specifically restrict a permission group from viewing grades for registration records. This option can be found in the "Restrictions" tab of [[TracCloudGuideProfileGroups|permission groups.]]<br><br>
+* An option to duplicate a staff account has been added to the [[TracCloudGuideProfileStaff|Staff Listing]]. This allows you to use another account as a template when creating an account for a new staff member. This will copy group, user level, linked centers, reason specialties, etc. Personal information will not be copied.<br><br>
-* In [[TracCloudGuideGlobalSystem|System Preferences > Availaility Entry]], the option "Ignore Missed Appointments when using the Move Appointment function" has been added. This allows staff to move appointments to availablities with missed appointments.<br><br>
+* Multiple-choice/Multi-check questions in [[TracCloudST|SurveyTrac]] can now have a limit for the maximum number of selected answers.<br><br>
-* The [[TracCloudGuideListingsVisits|Attendance Listing]] hamburger menu has a new "This Semester" choice to quickly filter results to only visits for the current term date range.<br><br>
+* Off-campus work visit logins can now be restricted to logging in during any availability time of the same modality (online). This option is found in [[TracCloudGuideProfileGroups|Permission Groups > Log In/Out.]]
 * The [[TracCloudGuideGlobalTasks|Tasks]] has new searching options in the search bar and hamburger menu.<br><br>
@@ Line 82: / Line 108: @@
 * The Time Line tab in student profiles will now show up to 7 days in the future by default instead of only records up to today. Manually choosing a date range still overrides the default filter.<br><br>
-* You can now double-click to select a reason within a reason category when searching for availabilities.<br><br>
 * "Learning Specialists" added to [[TracCloudGuideProfileGeneral|"Name for Consultants"]] options.<br><br>
-* "Subject Faculty Title" added to [[TracCloudGuideGlobalSearchAvail|"Format to display Search Subject"]] options.
 </span>

TracCloudWhatsNew2024-04-30 1: Difference between revisions

From Redrock Wiki

Revision as of 14:49, 30 April 2024

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