TracCloudSuccessPlans: Difference between revisions
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| | [[TracCloudSuccessPlans#Creating a Success Plan|Creating a Success Plan]] | | | [[TracCloudSuccessPlans#Creating a Success Plan|Creating a Success Plan]] | ||
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| | [[TracCloudSuccessPlans#Steps|Steps]] | | | [[TracCloudSuccessPlans#Steps|Setup: Steps]] | ||
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| | [[TracCloudSuccessPlans#Dashboard Display|Dashboard Display]] | | | [[TracCloudSuccessPlans#Dashboard Display|Setup: Dashboard Display]] | ||
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| | [[TracCloudSuccessPlans#Emails|Emails]] | | | [[TracCloudSuccessPlans#Emails|Setup: Emails]] | ||
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| | [[TracCloudSuccessPlans#Options|Options]] | | | [[TracCloudSuccessPlans#Options|Setup: Options]] | ||
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| | [[TracCloudSuccessPlans#Assigning Success Plans to Students|Assigning | | | [[TracCloudSuccessPlans#Assigning Success Plans to Students|Assigning Plans to Students]] | ||
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| | [[TracCloudSuccessPlans#Viewing Student Success Plans|Viewing Student | | | [[TracCloudSuccessPlans#Viewing Student Success Plans|Viewing Student Plans]] | ||
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| | [[TracCloudSuccessPlans#Group Permissions|Group Permissions]] | | | [[TracCloudSuccessPlans#Group Permissions|Group Permissions]] |
Revision as of 08:52, 4 January 2023
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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 PlanTo 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.
StepsClick 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.
Dashboard DisplayStudents 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. 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. Emailsaaaaaaaaaaaaaaaaaaa OptionsThe final tab in your Success Plan Type is Options. This contains various options to fine-tune the functionality of this Success Plan.
Assigning Success Plans to StudentsViewing Student Success PlansGroup PermissionsIn 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. For information on purchasing the Success Plans Module, reach out to sales@go-redrock.com |