TracCloudWhatsNew2025-03-31: Difference between revisions

Phone appointments, custom forms, new custom field types, custom widgets and more in TracCloud for the month of March 2025. Our full changelog can be found here.

Phone Modality

In addition to in-person, online, and asynchronous, a "Phone" modality is now available. Once enabled, you will see it as an option in your availabilities alongside your existing modalities.

Wellness Check-ins, Reflective Prompts, & Custom Forms

Campuses now have the ability to periodically poll students on their overall mental health, educational progress toward career goals, social health, and home life. A TracCloud system administrator can set up custom questions to be performed during the wellness checks, the frequency of the check-ins, and whether or not to activate a check-in. If a student reports struggling with study habits, an alert can automatically notify the learning center to provide targeted support via TracFlows. Similarly, career counselors can be engaged when a student expresses uncertainty about their career path, ensuring they receive timely advice.

For pricing information, reach out to Laura Reed at sales@go-redrock.com. More documentation will be available on this feature in the near future.

New Custom Field Types

There are 3 new custom field types available to create.

Push Button Radio provides a set of buttons, where only one answer can be chosen.

Multi Push Button Radio provides a set of buttons, where multiple answers can be chosen.

Image Pop Field provides a horizontally formatted list of icons to choose from. If many options are available, icons will wrap to the next line automatically.

Custom Widgets

You can now create custom dashboard widgets. Each of three widgets can contain a customizable message and be displayed to users depending on user type and user level. For pricing information, reach out to Laura Reed at sales@go-redrock.com. More documentation will be available on this feature in the near future.

Reporting

A new report is now available in TracCloud, Appointments by Hour by Day of Week. This report will show you when appointments are scheduled broken down by time of day and day of week, including the ability to highlight busier than usual times.

Other Report Updates

Two new reports have been created for Attendance Tracking data: Class Attendance and Class Attendance Summary.

The Visits by ?? report can now be delivered to your SFTP directory.

TracFlow can now initiate favorite reports as actions.

An option to highlight busier times has been added to the Logins by Hour by Day of Week and Attendance by Hour reports.

Average logins per day added to Logins by Hour by Day of Week report.

Term code added to additional fields in Students Visits/Appointments by ?? report.

Other Changes

Individual availabilities can now be restricted to/from specific student lists.

"Location" and "Modality" (In-person, Online, etc) can now be added as searchable fields on Search Availability Widgets.

You can now group reasons by category on kiosk and log listing login. This can be enabled in General Kiosk Login Options.

New date/time formats and custom formats added to Custom View field options.

You can now search for students who have received an email on the student listing, by date and subject contents.

Welcome messages can now be made full width on the dashboard.

The visits/appointments SFTP export now supports date ranges rather a number of days relative to the current date.

The visits/appointments SFTP export has new additional fields available, Appointment and Visit Meeting Type. These will show if the record was in-person, online, phone, or asynchronous.

The "Registrations" tab within student accounts now has a "Show Active Only" checkbox to hide inactive registrations.

Availabilities can now be configured with a "Missed" status override, to set missed appointments to a different status instead.

You can now use the Twig tag {{Survey.URL}} in SurveyTrac emails to provide a link to the survey, intended for use in custom hyperlinks.

Max appointment rules can now be configured to apply specifically to phone and/or asynchronous appointments, in addition to in-person/online.

Next to the "Permission Group" field in staff records, there is now an edit button to quickly view/edit their linked group.

There are new permission group restrictions to block access to search availability widgets and the attendance menu regardless of other permissions.

A "Change Field Values" utility has been added to the Groups listing, along with the ability to select groups (i.e., to filter by selected groups).

Student ID/Staff Other ID is now displayed in the history tab of resources and within checkout records.

"Reason" column added to "Previous Visits" tab of visit records.

You can now copy/paste "Change Field Values" fields and values.

@@ Line 9: / Line 9: @@
 <b>2025-03-31 | TracCloud features and changes from March 2025<br><br></b>
-<!--Section class attendance, more workshop improvements, staff dashboard document uploads, and more in TracCloud for the month of February 2025. [[TracCloudChangelog|Our full changelog can be found here.]]--><br><br>
+Phone appointments, custom forms, new custom field types, custom widgets and more in TracCloud for the month of March 2025. [[TracCloudChangelog|Our full changelog can be found here.]]<br><br>
 <div class="line"></div>
@@ Line 19: / Line 19: @@
 <div class="line"></div>
-<big>Custom Fields</big><br>
+<big>Wellness Check-ins, Reflective Prompts, & Custom Forms</big><br>
+Campuses now have the ability to periodically poll students on their overall mental health, educational progress toward career goals, social health, and home life. A TracCloud system administrator can set up custom questions to be performed during the wellness checks, the frequency of the check-ins, and whether or not to activate a check-in. If a student reports struggling with study habits, an alert can automatically notify the learning center to provide targeted support via [[TracCloud:_TracFlow|TracFlows]]. Similarly, career counselors can be engaged when a student expresses uncertainty about their career path, ensuring they receive timely advice.
+For pricing information, reach out to Laura Reed at [mailto:sales@go-redrock.com sales@go-redrock.com]. More documentation will be available on this feature in the near future.
+[[File:5619697.png|600px]]<br><br>
+<div class="line"></div>
+<big>New Custom Field Types</big><br>
 There are 3 new [[TracCloud:_Custom_Fields|custom field]] types available to create.
@@ Line 33: / Line 42: @@
 <b>Image Pop Field</b> provides a horizontally formatted list of icons to choose from. If many options are available, icons will wrap to the next line automatically.
-[[File:7114240.png|350px]]
+[[File:7114240.png|350px]]<br><br>
+<div class="line"></div>
+<big>Custom Widgets</big>
+You can now create custom dashboard widgets. Each of three widgets can contain a customizable message and be displayed to users depending on user type and user level. For pricing information, reach out to Laura Reed at [mailto:sales@go-redrock.com sales@go-redrock.com]. More documentation will be available on this feature in the near future.
+[[File:8384042.png|600px]]<br><br>
 <div class="line"></div>
@@ Line 42: / Line 58: @@
 [[File:4836204.png|600px]]<br><br>
-<big>Other Report Updates</big>
+<i>Other Report Updates</i>
 * Two new reports have been created for [[TracCloud:_Attendance_Tracking|Attendance Tracking]] data: [[TracCloud_Report:_Class_Attendance|Class Attendance]] and [[TracCloud_Report:_Class_Attendance_Summary|Class Attendance Summary]].
@@ Line 54: / Line 70: @@
 * Average logins per day added to [[TracCloud_Report:_Logins_by_Hour_by_Day_of_Week|Logins by Hour by Day of Week]] report.
-* Term code added to additional fields in [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F|Students Visits/Appointments by ??]] report.
+* Term code added to additional fields in [[TracCloud_Report:_Students_Visits/Appointments_by_%3F%3F|Students Visits/Appointments by ??]] report.<br><br>
 <div class="line"></div>

TracCloudWhatsNew2025-03-31: Difference between revisions

From Redrock Wiki

Revision as of 22:27, 31 March 2025

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