TracCloud: ACTP Tutor Training Tracker: Difference between revisions
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ACTP Certification Tracking in TracCloud allows coordinators to build curricula, defining groups and topics as well as creating trainer and tutor records. Trainers will then be able to login to TracCloud and upload artifacts to the curriculum groups or observations for the tutors they are assigned to. This article covers what this process looks like from both the coordinator and trainer perspective. | ACTP Certification Tracking in TracCloud allows coordinators to build curricula, defining groups and topics as well as creating trainer and tutor records. Trainers will then be able to login to TracCloud and upload artifacts to the curriculum groups or observations for the tutors they are assigned to. This article covers what this process looks like from both the coordinator and trainer perspective. | ||
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<!-------------------------------------- Stage 1 --------------------------------------> | <!-------------------------------------- Stage 1 --------------------------------------> | ||
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 1</b> | Preparation</big></div><div class="mw-collapsible mw-collapsed"> | <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 1</b> | Preparation</big></div><div class="mw-collapsible mw-collapsed"> | ||
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Stage 1 allows <b>Coordinators</b> to prepare the cohort curriculum and create the trainers and tutors associated with this cohort. The curriculum consists of Groups and Topics. During this stage, <b>Trainers</b> can view the curriculum but cannot make changes. | Stage 1 allows <b>Coordinators</b> to prepare the cohort curriculum and create the trainers and tutors associated with this cohort. The curriculum consists of Groups and Topics. During this stage, <b>Trainers</b> can view the curriculum but cannot make changes. | ||
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<b><big>Coordinator's View</b></big> | <b><big>Coordinator's View</b></big> | ||
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::By clicking the {{#fas:gear}} button, a few additional utilities will be available. | ::By clicking the {{#fas:gear}} button, a few additional utilities will be available. | ||
::: <b>Add New Cohort</b> allows the coordinator to manually create a new cohort to track certification progress for. | ::: <b>Add New Cohort</b> allows the coordinator to manually create a new cohort to track certification progress for. | ||
::: <b>Copy From Cohort</b> allows the coordinator to copy the curriculum groups/topics from an existing cohort to the currently selected cohort. (<span style="color:red">todo: verify this works</span> | ::: <b>Copy From Cohort</b> allows the coordinator to copy the curriculum groups/topics from an existing cohort to the currently selected cohort. (<span style="color:red">todo: verify this works</span>) | ||
::: <b>Batch Create Tutors</b> provides a utility to create many trainer and tutor accounts at once. This requires for columns of data from either a CSV file or uploaded from your clipboard: <b>Type</b> (Trainer or Tutor), <b>Name</b> (First Last), <b>Institution</b>, and <b>Email</b>. If your import data doesn't contain institution, you can enter a <b>Default Institution for blank values</b> prior to batch creating the records. | ::: <b>Batch Create Tutors</b> provides a utility to create many trainer and tutor accounts at once. This requires for columns of data from either a CSV file or uploaded from your clipboard: <b>Type</b> (Trainer or Tutor), <b>Name</b> (First Last), <b>Institution</b>, and <b>Email</b>. If your import data doesn't contain institution, you can enter a <b>Default Institution for blank values</b> prior to batch creating the records. | ||
:::[[File:2325181.png|700px]] | :::[[File:2325181.png|700px]] | ||
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:::<b>Print Tutors</b> will print the list of trainers and tutors.<br><br> | :::<b>Print Tutors</b> will print the list of trainers and tutors.<br><br> | ||
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<b><big>Trainer's View</b></big> | <b><big>Trainer's View</b></big> | ||
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</div> | </div> | ||
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<!-------------------------------------- Stage 2 --------------------------------------> | <!-------------------------------------- Stage 2 --------------------------------------> | ||
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 2</b> | Data Collection</big></div><div class="mw-collapsible mw-collapsed"> | <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 2</b> | Data Collection</big></div><div class="mw-collapsible mw-collapsed"> | ||
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After the coordinator finishes creating the curriculum and trainer/tutors, they can be begin the Data Collection stage. This allows the trainer to begin tracking tutor progress towards their certification. Trainers will upload the Observations for their Tutors and Artifacts (1 per Group). | After the coordinator finishes creating the curriculum and trainer/tutors, they can be begin the Data Collection stage. This allows the trainer to begin tracking tutor progress towards their certification. Trainers will upload the Observations for their Tutors and Artifacts (1 per Group). | ||
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<b><big>Coordinator's View</b></big> | <b><big>Coordinator's View</b></big> | ||
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Coordinators gain new columns of data in the <b>Trainers / Tutors</b> list in this stage for progress reviews, but the curriculum can no longer be modified in this stage. | Coordinators gain new columns of data in the <b>Trainers / Tutors</b> list in this stage for progress reviews, but the curriculum can no longer be modified in this stage. | ||
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<b><big>Trainer's View</b></big> | <b><big>Trainer's View</b></big> | ||
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</div> | </div> | ||
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<!-------------------------------------- Stage 3 --------------------------------------> | <!-------------------------------------- Stage 3 --------------------------------------> | ||
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 3</b> | Progress Reporting </big></div><div class="mw-collapsible mw-collapsed"> | <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 3</b> | Progress Reporting </big></div><div class="mw-collapsible mw-collapsed"> | ||
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Stage 3 is the data collection stage, allowing your coordinators to review progress, artifacts, and observations while preventing any further data collection. This stage is for generating certificates of completion for the various tutors. | Stage 3 is the data collection stage, allowing your coordinators to review progress, artifacts, and observations while preventing any further data collection. This stage is for generating certificates of completion for the various tutors. | ||
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<b><big>Coordinator's View</b></big> | <b><big>Coordinator's View</b></big> | ||
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With trainers prevented from making further modifications to data, coordinators can view and export the final data in order to generate certificates for tutors. | With trainers prevented from making further modifications to data, coordinators can view and export the final data in order to generate certificates for tutors. | ||
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<b><big>Trainer's View</b></big> | <b><big>Trainer's View</b></big> | ||
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</div> | </div> | ||
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<!-------------------------------------- Stage 4 --------------------------------------> | <!-------------------------------------- Stage 4 --------------------------------------> | ||
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 4</b> | Archival</big></div><div class="mw-collapsible mw-collapsed"> | <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Stage 4</b> | Archival</big></div><div class="mw-collapsible mw-collapsed"> | ||
<br><br> | <br><br> | ||
Stage 4 is simply the archival stage. This stage can be chosen manually, or if the coordinator switches to a new cohort then older cohorts will be put into the archival | Stage 4 is simply the archival stage. This stage can be chosen manually, or if the coordinator switches to a new cohort then older cohorts will be put into the archival stage automatically. Trainers who are assigned to a more recent active cohort will see the new cohort on their dashboard, otherwise their view will be the same as in stage 3. Coordinators can manually select archived cohorts to review data at any time. | ||
</div> | </div> | ||
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<!--[[Category:TracCloud Manual]]--> | <!--[[Category:TracCloud Manual]]--> | ||
Revision as of 19:07, 8 May 2025
This page is still in progress! Come back later to learn more.
Additional Features
ACTP Certification Tracking
ACTP Certification Tracking in TracCloud allows coordinators to build curricula, defining groups and topics as well as creating trainer and tutor records. Trainers will then be able to login to TracCloud and upload artifacts to the curriculum groups or observations for the tutors they are assigned to. This article covers what this process looks like from both the coordinator and trainer perspective.
Stage 1 allows Coordinators to prepare the cohort curriculum and create the trainers and tutors associated with this cohort. The curriculum consists of Groups and Topics. During this stage, Trainers can view the curriculum but cannot make changes.
Coordinator's View
From the coordinator's dashboard, there are several steps that can be taken to prepare the curriculum for data collection.
- Cohort
- The most recent non-archived/inactive cohort will be selected here by default.
- The most recent non-archived/inactive cohort will be selected here by default.
- Stage
- This determines what stage this form is in. Stage 2 begins when the coordinator selects stage 2 in this menu.
- This determines what stage this form is in. Stage 2 begins when the coordinator selects stage 2 in this menu.
- Curriculum
- Trainers / Tutors
- The list of trainers & tutors can be modified using the buttons in the top-right corner of the view. You can choose to only view one of the two user types, or optionally display each person's email address or institution. New trainers or tutors can be created by clicking the button. This form allows the coordinator to enter their name, type (trainer or tutor), institution, and email address. Upon saving, this will create a staff account for this person.

- Additional Options
- By clicking the button, a few additional utilities will be available.
- Add New Cohort allows the coordinator to manually create a new cohort to track certification progress for.
- Copy From Cohort allows the coordinator to copy the curriculum groups/topics from an existing cohort to the currently selected cohort. (todo: verify this works)
- Batch Create Tutors provides a utility to create many trainer and tutor accounts at once. This requires for columns of data from either a CSV file or uploaded from your clipboard: Type (Trainer or Tutor), Name (First Last), Institution, and Email. If your import data doesn't contain institution, you can enter a Default Institution for blank values prior to batch creating the records.

- Get CSV Tutor Data will instantly export the trainer and tutor data to a CSV file in your browser.
- Print Tutors will print the list of trainers and tutors.
- By clicking the button, a few additional utilities will be available.
Trainer's View
From the trainer's dashboard, they can review what has been entered by the coordinator as well as upload new tutors, but no other changes can be made.
After the coordinator finishes creating the curriculum and trainer/tutors, they can be begin the Data Collection stage. This allows the trainer to begin tracking tutor progress towards their certification. Trainers will upload the Observations for their Tutors and Artifacts (1 per Group).
Coordinator's View
Coordinators gain new columns of data in the Trainers / Tutors list in this stage for progress reviews, but the curriculum can no longer be modified in this stage.
Trainer's View
Once stage 2 begins, the trainer can be marking topics as completed for each of the listed tutors. Observations can be uploaded for tutors using the document icon at the top of each column, and artifacts for each group can be uploaded using the document icons along the left side of the screen next to the topic names. For any document location, multiple files can be uploaded.
Stage 3 is the data collection stage, allowing your coordinators to review progress, artifacts, and observations while preventing any further data collection. This stage is for generating certificates of completion for the various tutors.
Coordinator's View
With trainers prevented from making further modifications to data, coordinators can view and export the final data in order to generate certificates for tutors.
Trainer's View
The trainer is unable to make any changes to their tutors or documents during this stage. The icon only allows them to get CSV data or print the list.
Stage 4 is simply the archival stage. This stage can be chosen manually, or if the coordinator switches to a new cohort then older cohorts will be put into the archival stage automatically. Trainers who are assigned to a more recent active cohort will see the new cohort on their dashboard, otherwise their view will be the same as in stage 3. Coordinators can manually select archived cohorts to review data at any time.







