Reasons: Difference between revisions

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{{DISPLAYTITLE:<span>User Manual</span>}}
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Revision as of 16:03, 30 November 2021

User Manual Contents

• Introduction

• SysAdmin Preferences

• Center Profile Prefs

• Group Settings

• Sections

• Reasons

   • Work Reasons

• Consultants

• Student Records

• Availabilities

• Appointment Scheduling

• Visits

• Resources

• List Management

• Kiosk

• Customize My Trac



Reasons
Reasons are an additional tool available to you in the Trac System. Reasons can be used to gather more information on why a student is visiting. This information can be used by your consultants, for reports, or if you want visits with certain reasons to auto-logout after a period of time. Reasons are completely customizable, and you can have as many reasons as needed. Students can also be required to select a reason upon login or reasons can be applied by consultants after the fact.
Creating a Reason
How to create reasons for your Trac System profile. Once created, we can begin assigning them to sub-centers and modifying reason attributes.
Creating a Reason
After creating a reason, you can click on it for some additional options. This includes our auto-logout feature and whether this is a work reason or not.
Work Reasons
How to setup work specific reasons to help track payroll hours.


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