TracCloudWhatsNew2024-10-31 1: Difference between revisions

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(Created page with "{{WIP}} {{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <div class="categoryExtraWide"> {{TracCloudWhatsOldTOC}} </div> <span style="font-size:20px"> <onlyinclude> <b>2024-10-31 | TracCloud features and changes from October 2024<br><br></b> <!--New ways to search for staff records, quick access to processed referral notes, new conditional survey options, and more in TracCloud for the month of September 2024. TracCloudChangelog|Our full changelog can be found her...")
 
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* There's a new report for workshops, [[TracCloudReportsWorkshops01|Workshops Overview]].
* There's a new report for workshops, [[TracCloudReportsWorkshops01|Workshops Overview]].
* You can now group by meeting type (In-Person, Online, Asynchronous) in the [[TracCloudReportsStudents03|Students Visits/Appointments by ??]] report.


* You can now group by month in the [[TracCloudReportsStudents06|Visits by ??]] report.
* You can now group by month in the [[TracCloudReportsStudents06|Visits by ??]] report.
* The [[TracCloudReportsStudents07|Students Visits Summary]] report has a new option to exclude students without visits, include active students without visits, or include all students without visits.


* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.<br><br>
* There's a new report category for [[TracCloudReportsManagement01|"Scheduling"]], where you'll find several reports that used to be part of the management category.<br><br>
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* There's a new option in [[TracCloudGuideBasicsSchedule|reserve blocks]] to prevent cancellation of overlapping appointment records.
* There's a new option in [[TracCloudGuideBasicsSchedule|reserve blocks]] to prevent cancellation of overlapping appointment records.
* [[TracCloudSuccessPlans|Success Plan]] visit steps can now require students visit with their assigned advisor/consultant.


* Notifications can now be disabled for specific [[TracCloudGuideProfileGroups|permission groups]]. This option is found under the "Restrictions" tab.
* Notifications can now be disabled for specific [[TracCloudGuideProfileGroups|permission groups]]. This option is found under the "Restrictions" tab.
* There's a new "Brief with Save" student form option in [[TracCloudGuideProfileGroups|permission groups]] to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.


* The Appointments/Visits [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
* The Appointments/Visits [[TracCloudTechExport|SFTP export]] has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.


* Terms and conditions in [[TracCloudGuideBasicsResources|resource types]] now supports HTML.
* Terms and conditions in [[TracCloudGuideBasicsResources|resource types]] now supports HTML.
* When logging in for a visit on the kiosk or log listing by Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).
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[[Category:TracCloud_Blog]]
[[Category:TracCloud_Blog]]
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Revision as of 11:53, 31 October 2024

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2024-10-31 | TracCloud features and changes from October 2024


Description

Description

File:.png

Description

Description

File:.png

Report Changes

  • The Students Visits Summary report has a new option to exclude students without visits, include active students without visits, or include all students without visits.
  • There's a new report category for "Scheduling", where you'll find several reports that used to be part of the management category.

Other Changes

  • There's a new option in reserve blocks to prevent cancellation of overlapping appointment records.
  • Success Plan visit steps can now require students visit with their assigned advisor/consultant.
  • Notifications can now be disabled for specific permission groups. This option is found under the "Restrictions" tab.
  • There's a new "Brief with Save" student form option in permission groups to restrict a group to the "Brief" view while still allowing those staff to save changes to the student record. The existing "Brief" view continues to block saving by default.
  • The Appointments/Visits SFTP export has a new option to keep the single quote character rather than replacing it with "[SingleQuote]" text.
  • When logging in for a visit on the kiosk or log listing by Other ID or Other ID2, it will no longer prompt the user to select the student from a list (i.e., it will skip straight to login like regular IDs do).