TracCloud: Custom Forms

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Contents

Basics

Listings

Profile Prefs

Global Prefs

Tech Docs

More Features

Additional Features

• TextAlerts

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• Q2 Study Tables

• SurveyTrac

• Whiteboard

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• Assessments

• Attendance Tracking

• Career Module

• Custom Forms

• Custom Widgets

• Peer Mentoring

• Resources

• SAGE Early Alerts

• Staff Staff Scheduling

• Success Plans

• TracFlow

• Work Plans

• Workshops

Wellness Checks, Reflective Prompts, & Custom Forms

This feature in TracCloud offers extensively customizable forms that can be displayed to students, staff, or faculty. Forms can periodically be displayed to recipients or they can be manually initiated via a button on the main menu. These forms have three primary purposes.

1. Wellness Check-ins

Check in with students to see how they're feeling, not just educationally but socially and environmentally as well. Ask simple or open ended question to prompt the student to consider ways of improving their learning experience or to reach out for assistance.

2. Reflective Prompts

Reflection is a powerful tool in student learning. Periodically prompt students to reflect on their academic habits, identifying areas needing additional support, and encourage them to think about their learning process. Students can be prompted form their dashboard to take a few minutes to answer the reflective form, which additionally gives your staff insight into how students are applying the support they received.

3. Custom Forms

In addition to wellness check-ins and reflective prompts, custom forms can be used for virtually anything. If this approach of periodic or manually prompted forms sounds like it may work for other questions you want to ask people in your center, you'll be able to take advantage of this feature too.

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Form Configuration: Info

• Form Name

Enter the name of your form. E.g., "Wellness check-in" or "Reflective prompt." This text will be visible to the recipient at the top of the form.

• Profile

todo: Does this make a difference to anything?

• Inactive

If you're no longer using one of your forms, it can be deactivated to prevent it from appearing to your students, staff, or faculty going forward.

• Linked Table

Choose the recipient of this form. Students, Staff, or Faculty. This should never be changed after creating your custom form.

• Location Code

The location that your questions (custom fields) will be assigned to. This should never be changed after creating your custom form.

• Header Text

This text appears above your questions, allowing you to introduce the form to the student and ask them to fill out the questions below. This field supports HTML and Twig.

• Footer Text

This text appears beneath your questions. This field supports HTML and Twig.

• Confirm button label

The name of the button to submit their responses and complete the form. For example, "Save," "Submit," or "Ok."

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Form Configuration: Fields

This tab contains all of the questions you're asking on your reflective prompt, wellness check-in, or custom form. This is essentially a shortened version of the custom fields listing, showing only the custom fields assigned to your chosen form. You can add new fields by clicking the "Add new field" button. Information about creating or managing these fields can be found here.

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Form Configuration: Triggers

This tab allows you to control when your form appears to recipients, including random chances to appear on the dashboard or on kiosks as well as how many times recipients can postpone or cancel their response before it becomes required.

• Allow entry form cancellation

Choose whether or not recipients are allowed to cancel to avoid answering the form.

• Cancel button label

Choose the name of the cancel button (e.g., "Cancel", "Maybe later", etc).

• Maximum cancellations

If recipients are allowed to cancel, choose how many times they can cancel before TracCloud will require that they answer the form.

• Maximum days since

Set a limit for how long a recipient can go before they must submit an answer for this form. For example, if your form has a 10% chance of appearing, it is statistically possible that the recipient doesn't see the form even after 10 days. Once this chosen threshold is reached or surpassed, the recipient will be shown the form until they submit an answer regardless of the chance to display. This additionally overrides how many times the recipient may cancel/postpone their answer. If this limit is passed, the cancel button will be hidden even if they have not yet reached the maximum cancellations threshold.

• Show on dashboard as Button

Allow recipients to manually initiate the form and submit answers. If enabled, you can choose the name of the button in the "Button label" field.

• Random appear at Dashboard

If enabled, the recipient will be randomly prompted X% of the time when they load the dashboard. You can choose the percentage in the "Percent" field to the right. TracCloud will only trigger this chance once per day.

• Random appear at Kiosk

If enabled, the recipient will be randomly prompted X% of the time when they login on a kiosk. You can choose the percentage similar to the dashboard option above.

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Placeholder recipient view

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Placeholder wellness form summary report

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