TracCloud: What's New for 2026-04: Difference between revisions
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Created page with "{{WIP}} {{TracCloudWhatsNewTABS}} <div class="tcWidgetPage"> <onlyinclude> <div class="pageTitle">TracCloud features and changes from April 2025</div> <div class='center'>Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.</div> <hr> <div class="newsBlock"> <div class="newsCategory"> <span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> Appointment Inv..." |
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<span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New!</span> | <span style="font-size: 19px; font-weight: bold;">{{#fas:calendar}} <span style="color:green">New Feature!</span></span> | ||
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<big> | <big>Appointment Invites</big><br> | ||
:TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments | :TracCloud's new [[TracCloud:_Appointment_Invites|Appointment Invites]] feature allows staff and faculty to invite students to schedule appointments, the availabilities shown from that invite filtered based on what the invite allows. This feature is primarily designed for testing and proctoring centers, but can be used for other centers too. [[TracCloud:_Appointment_Invites|More information on this feature can be found in its dedicated article here.]] | ||
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<big>Success/Work Plan Step Reports</big><br> | <big>Success/Work Plan Step Reports</big><br> | ||
:There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]]. | :There are two new reports, [[TracCloud_Report:_Success_Plan_Steps|Success Plan Steps]] and [[TracCloud_Report:_Work_Plan_Steps|Work Plan Steps]]. Each allows you to report on the next or past due steps of [[TracCloud:_Success_Plans|Success Plans]] and [[TracCloud:_Work_Plans|Work Plans]], as shown below. | ||
:[[File:137916.png|600px]]<br><br> | :[[File:137916.png|600px]]<br><br> | ||
<b>Other Report Changes</b> | <b>Other Report Changes</b> | ||
* A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to | * A "List Students" option has been added to the [[TracCloud_Report:_Class_Attendance|Class Attendance]] report to quickly jump to the student listing, filtered by the report results.<br> | ||
* "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing | * "Additional Fields" option added to [[TracCloud_Report:_Outstanding_Appointment_Requests|Outstanding Appointment Requests report]], allowing appointment request [[TracCloud:_Custom_Fields|custom fields]] to be added to the report results.<br> | ||
* # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Viists]] reports. | * # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in [[TracCloud_Report:_SAGE_Referrals_by_%3F%3F|Referrals by ??]] and [[TracCloud_Report:_Referrals_by_Student_and_Appointments/Visits|Referrals by Student and Appointments/Viists]] reports. | ||
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Revision as of 18:19, 1 May 2026
This page is still in progress! Come back later to learn more.
TracCloud features and changes from April 2025
Appointment invites, new reports, new prospective student settings, and more in TracCloud for the month of April 2026.
New Feature!
Appointment Invites
- TracCloud's new Appointment Invites feature allows staff and faculty to invite students to schedule appointments, the availabilities shown from that invite filtered based on what the invite allows. This feature is primarily designed for testing and proctoring centers, but can be used for other centers too. More information on this feature can be found in its dedicated article here.
New Reports
Success/Work Plan Step Reports
- There are two new reports, Success Plan Steps and Work Plan Steps. Each allows you to report on the next or past due steps of Success Plans and Work Plans, as shown below.
Other Report Changes
- A "List Students" option has been added to the Class Attendance report to quickly jump to the student listing, filtered by the report results.
- "Additional Fields" option added to Outstanding Appointment Requests report, allowing appointment request custom fields to be added to the report results.
- # (not), | (or), and && (and) operators can now be used in the Reasons/Recommendations search fields in Referrals by ?? and Referrals by Student and Appointments/Viists reports.
Additional Changes
- Specific students can now be blocked from booking with specific consultants.
- Several fields in the Student Listing field list have been grouped together to make it easier to find the field you're looking for.
- Twig support has been added for the question text field in SurveyTrac.
- Linked consultant in SAGE referrals can now be manually set to blank.
- Completed actions in SAGE referrals are now shown on the Processed/Resolved screen.
- Prospective student account creation can now be restricted to only email or only SMS sign-ups in Log In/Out prefs.
- More label/text overrides are now available for Prospective sign-up in Log In/Out prefs.
- When selecting a student in Batch Visits: Batch Entry, the student's ID is now shown next to their name.
- "Students Cell Phone (Digits Only)" field added to the Student Listing field list, allowing you to search for only the digits of a phone number, ignoring characters like (, ), -, spaces, etc.