TracCloudSuccessPlans: Difference between revisions

Revision as of 16:59, 3 January 2023

TracCloud Modules

• SAGE

• SurveyTrac

• Success Plans

• Whiteboard

• Q2 Tables

• TextAlerts

Success Plans

The Success Plan module allows you to track students' progress in their Success Plans. Each Success Plan contains Steps for students to complete. Each Step represents a type of task, such as visiting a center, responding to a survey, uploading a document, and more.

Creating a Success Plan

To create a success plan, go to Other > Success Plans > Hamburger menu (File:Hamburger.png) > New Success Plan. Once you save your Success Plan with a name, the following options will be available.

File:2770415.png

Plan Name

This is the name of the Success Plan that you will be assigning to students. This is also visible to students on the dashboard when viewing progress

Date Mode

This option determines how the Due in Days options of your steps is calculated. Relative to Plan Start is the most common option, meaning the student would have 5 days to complete the first step in the screenshot above, starting when they were first assigned the plan. Relative to Term Start is based on the semester start date instead. If your term started on Jan 1st, and the student was assigned the Success Plan on the 3rd, they still need to complete the first Step by Jan 5th. Fixed allows you to specify a deadline for each Step.

Steps

Click on the New Step button to create your first Step. Based on which Step Type you choose, the rest of the options on this page can differ.

File:9848718.png

Days from Plan Start or Date

This allows you to specify when this Step needs to be completed. You will specify the number of days if one of the relative Date Modes is used, or specify a date if the fixed Date Mode is chosen.

Step Type

This determines the criteria that must be met for this task. Each Step Type has its own set of options for setting the completion criteria. Most of these options are self-explanatory, so we will just go over the Types here.

Visit - Based on the student's visit. You can choose which Center, Reason, Consultant, and Section/Course List must be selected for the visit to count towards Plan completion. If these fields are left blank, they are not considered when the Step is completed.

Survey

Document

Task - Based on the student's completion of a task. Click here for more information on Tasks.

Checkout - Based on student's resource usage. A Step of this type is completed when the student checks out a resource matching the name and category entered here.

Notification

Confirmation - This appears as a highlighted question on the student's dashboard. You can choose the question and the confirm button title, as well as allow the student to enter notes.

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Is an Optional Step

If checked, the completion of this Step does not contribute to overall completion of the Plan.

Do not send completion/reminder emails

This option prevents this Step from prompting emails to be sent.

Show prompt to complete on dashboard

Dashboard Display

Students can be shown information about their success plans on their dashboard. The information and formatting contained here can be customized to better suit your requirements. The screenshot below is the student dashboard with the default display configuration.

File:8328440.png

This is customized from the Dashboard Display tab of your Success Plan Type. This is the default value, which can be loaded by clicking the clipboard icon in the top-left corner of this menu. Both Twig and HTML can be used to personalize this. Header displays once at the top of this form, and is expected to contain instructions or details on their Success Plan. Line Display repeats for each Step the student has been assigned, using Twig to determine if the formatting needs to change for each entry. Footer Display is the final block of text in this menu.

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Emails

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Options

The final tab in your Success Plan Type is Options. This contains various options to fine-tune the functionality of this Success Plan.

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Allow Notes Per Steps

If checked, staff members will have the ability to enter notes on each Step in student profiles.

Steps are Confirmed

If checked, a staff member will need to confirm the completion of a Step before it's counted towards Plan completion.

Completion of Steps may be overridden

This allows a staff member to specify a completion date for a Step even if the criteria hasn't been met by TracCloud's own process. For example, if a student handed in a physical document rather than uploading it to an appointment, this can be used to mark that Step as completed anyway. (EDITING NOTE: Double check this example)

Steps may be Completed Out of Order

If this option is unchecked, Steps must be completed in order to count towards Plan completion. If checked, students can complete Steps in any order.

Plan / Step Reminder Options

Multiple reminder emails can be sent as the due date of a Step/Plan approaches. Use these options to determine when those reminders are sent relative to the due date of each Step/Plan.

Assigning Success Plans to Students

Viewing Student Success Plans

Group Permissions

In order to give a staff member the ability to manage Success Plan types, they must be given access to the Success Plan Table. Go to Other > Other Options > Groups > [The group you want to modify] > Admin / Modules > Table Access > Add "Success Plans" > Save. You can use the colored icon to determine what level of access is provided, as with other tables.

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For information on purchasing the Success Plans Module, reach out to sales@go-redrock.com
For Success Plans functionality questions, reach out to helpdesk@go-redrock.com

@@ Line 7: / Line 7: @@
 Success Plans
 </big></b></div><br>
-The Success Plan module allows you to track student progress in their success plans, based on visits, survey responses, and more. Each Success Plan contains Steps for students to complete. Each Step represents a Task, such as visiting a center, responding to a survey, uploading a document, and more.
+The Success Plan module allows you to track students' progress in their Success Plans. Each Success Plan contains Steps for students to complete. Each Step represents a type of task, such as visiting a center, responding to a survey, uploading a document, and more.
 <hr>
 ==<b>Creating a Success Plan</b>==
@@ Line 36: / Line 36: @@
 :::<b>Survey</b>
 :::<b>Document</b>
-:::<b>Task</b>
+:::<b>Task</b> - Based on the student's completion of a task. [[TracCloudGuideGlobalTasks|Click here for more information on Tasks.]]
 :::<b>Checkout</b> - Based on student's resource usage. A Step of this type is completed when the student checks out a resource matching the name and category entered here.
 :::<b>Notification</b>
@@ Line 84: / Line 84: @@
 * <b>Plan / Step Reminder Options</b>
 ::Multiple reminder emails can be sent as the due date of a Step/Plan approaches. Use these options to determine when those reminders are sent relative to the due date of each Step/Plan.
+<hr>
+==<b>Assigning Success Plans to Students</b>==
 <hr>
 ==<b>Viewing Student Success Plans</b>==
-Like, after it's been assigned to a student, and managing that screen and whatnot.
-<hr>
-faculty perspective?
-Assigning to faculty is going to be a thing at some point
 <hr>
 ==<b>Group Permissions</b>==