TracCloudWhatsNew2025-05-30: Difference between revisions

The new Consultant Linker utility can be used to quickly link students to advisors. You can either manually pair them, or perform a random assignment for a selected list of advisors and a filtered list of students. Click here to learn more about this feature.

Description

Report Changes

"Additional fields to show" option added to the Payroll report.

Reason Category, Workshop Name, Student First Name, and Student Last Name added to additional fields list in Visits by ??

You can now add a referral sequence column or search by referral sequence in the Referrals by ??.

The Resources: Past Due report will now show all student phone numbers in the "Phone" column.

Workshop Changes

An attendance scanner can now be opened from the workshop roster tab. This allows a staff member to quickly type in IDs or scan barcodes to mark students as attended.

The workshop will now track if any students attempted to enroll or attend but were denied. For example, if the workshop was locked or maximum enrollment was reached. You can then view these students on the student listing or export a list of students with the failure reason.

Workshop reminder emails can now be configured in the "Options" tab of individual workshops, utilizing Email Templates. Reminders can be sent to enrolled students, attended students, and missed students at a date and time of your choice.

You can now control whether or not student are allowed to cancel their enrollment, including how late they're allowed to cancel.

Terms and conditions can now be configured to appear during workshop enrollment.

Other Changes

There's a new "Historical" data tab in student accounts which will show what the student's major, GPA, etc was during previous semesters. This historic data recording applies going forward, and doesn't retroactively apply to past terms.

The binary "Online" checkbox in visits has been replaced with a "Modality" field, allowing visits to be recorded as In-Person, Online, Asynchronous, or Phone.

There is a new "Archive" option in student Custom Fields which will cause that field's contents to be included in historical data for that student, along with default fields like major, GPA, etc.

You can now manually create outstanding appointment requests on the appointment requests listing.

You can now create recurring reserve blocks, with an interface similar to recurring appointments. This allows for manually selecting specific days/weeks from the series to apply blocks on.

If a staff member is linked to a student account, their class schedule data (if available) will now appear on their staff schedule as reserve blocks.

A "Completed by" field has been added to completed actions in SAGE referrals.

The student Time Check will now show the student's total number of visits next to their total hours.

New "On Campus" work visit login restriction added to Permission Groups to allow staff to login for work if they have an appointment or an availability.

Terms and conditions configured to be valid for the term will now use the student's registration dates instead of the term dates if the registration dates have been overridden.

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 The new Consultant Linker utility can be used to quickly link students to advisors. You can either manually pair them, or perform a random assignment for a selected list of advisors and a filtered list of students. [[TracCloud:_Consultant_Linker|Click here to learn more about this feature.]]
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TracCloudWhatsNew2025-05-30: Difference between revisions

From Redrock Wiki

Revision as of 17:49, 30 May 2025

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