TracCloud: Reasons: Difference between revisions

Reasons
Reasons/Services allow your staff and students to provide additional information and reasons for booking an appointment. For example, reasons such as “Counseling,” “Study Plan Help,” or “Exam.” This would let the consultants know what the student needs help with, provide preparation and information as needed, and gives your staff additional information for reports.

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The hamburger button contains several management options, detailed below.

Show Activated

This will display globally activated reasons (left-side checkbox).

Activate/Deactivate Found Records

Activate/Deactivate reasons in bulk, based on your last search result.

New Reason

Create a new reason.

Add Multiple Reasons

Create multiple reasons at once, each on its own line.

Creating Reasons

Click on the hamburger button, then select “New Reason” to be brought to the Reason creation menu.

Profile

By default, the profile we started creating this reason in will be selected, however, we can change this value or even choose “Available for All Profiles.”

Reason

The name of the reason, this will be what’s selected by students or staff during appointment bookings and kiosk logins.

Category

The category this reason is assigned to. More information on this can be found further into this article.

Sort Code

Manually specify how your reasons are sorted during login or appointment search. This can be numeric, or you can simply paste your reason name to sort alphabetically.

Log Out Method & Visit Time

There are three Methods available.

Auto Logout After Time, which will automatically log the student out of the center when the time specified in Visit Time is reached.
Auto Logout Immediately will log the student out immediately after they’re logged in and create a visit record of the length specified in Visit Time.
Notify Time Expired, which will send out an email based on the checkboxes used when the time limit is reached. The contents of this email will be determined by your 'Visit Duration Notification' email in your Profile Prefs.

Inactive

We never recommend deleting records in TracCloud, as this removes them from reports and related records. In the event that you are no longer utilizing a reason, you’ll want to check the Inactive box instead of deleting it to keep the records available and accurate.

Work Reason

Work reasons allow consultants to login to TracCloud and track their work hours. This data will then be available to users with appropriate permissions via payroll reports.

Ignore Section Specialties when Searching Availabilities with this Reason

This functions similarly to the 'Ignore Specialties' options in Centers. If a student is searching for availabilities and selects a Reason with this checkbox enabled, they will see all consultants assigned to this Reason regardless of subject chosen. Typically used for Writing or Coaching-related Reasons.

Do NOT SHOW for Students (staff only)

If checked, this Reason will only appear for staff who are booking appointments on behalf of students. Students themselves will not see this Reason.

Do NOT SHOW for Appointments

Do NOT SHOW for KIOSKS

Do NOT SHOW for Batch Visits

Don’t show this reason under these specific circumstances.

Assigning Reasons to Centers

There are two ways to assign Reasons to your Centers, first is directly from this tab of your Profile. The checkbox button on the right side allows you to activate/deactivate reasons for the center selected in the top-left corner, or display all activated reasons for the selected center. This can also be used with “All centers” selected, allowing you to quickly add or remove a reason from all of your centers.

Reasons can also be assigned from your Center directly. From your Profile, click on the Centers tab followed by the Center you want to update. The very last option on this page is 'Active Reasons,' allowing you to add or Remove reasons for this specific Center.

Reason Categories

Categories allow you to group different reasons together. If you have several reasons available, it can be beneficial to group them into categories that staff and students can select when booking appointments.

These Categories will appear followed by “…”, which when clicked will prompt you to choose a Reason within the category.

As an example, a “Placement Assessment” category that contains different assessment reasons for each course. A “Note-Taker” category, “Make-Up,” etc. If you have multiple reasons that would be better grouped together, putting them in the same category allows for improved organization and an easier appointment booking process for staff and students.

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-Reasons can also be assigned from your Center directly. From your Profile, click on the Centers tab followed by the Center you want to update. The very last option on this page is 'Active Reasons,' allowing you to add or Remove reasons for this specific Center.
+Reasons can also be assigned from your Center directly. From your Profile, click on the Centers tab followed by the Center you want to update. The very last option on this page is 'Active Reasons,' allowing you to add or Remove reasons for this specific Center.<br>
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TracCloud: Reasons: Difference between revisions

From Redrock Wiki

Revision as of 16:46, 29 December 2022

Profile Preferences

Prefs

Creating Reasons

Assigning Reasons to Centers

Reason Categories