TracCloudSuccessPlans: Difference between revisions
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| | [[TracCloudSuccessPlans#Options|Setup: Options]] | | | [[TracCloudSuccessPlans#Options|Setup: Options]] | ||
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| | [[TracCloudSuccessPlans#Assigning Success Plans | | | [[TracCloudSuccessPlans#Assigning and Managing Success Plans for Students|Managing Student Plans]] | ||
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| | [[TracCloudSuccessPlans#Group Permissions|Group Permissions]] | | | [[TracCloudSuccessPlans#Group Permissions|Group Permissions]] | ||
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:::<b>Document</b> - The student will need to upload a document of the specified type to an appointment for this to be marked as completed. [[TracCloudGuideGlobalDocs|Click here for more information on Documents.]] | :::<b>Document</b> - The student will need to upload a document of the specified type to an appointment for this to be marked as completed. [[TracCloudGuideGlobalDocs|Click here for more information on Documents.]] | ||
:::<b>Task</b> - Based on the student's completion of a task. [[TracCloudGuideGlobalTasks|Click here for more information on Tasks.]] | :::<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>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. [[TracCloudGuideBasicsResources|Click here for more information on Resources.]] | ||
:::<b>Notification</b> | :::<b>Notification</b> - This is based on the student's acknowledgement of a notification. [[TracCloudGuideGlobalNotifications|Click here for more information on Notification Types.]] | ||
:::<b>Prompt</b> - 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.<br><br> | :::<b>Prompt</b> - 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.<br><br> | ||
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* <b>Show prompt to complete on dashboard</b> | * <b>Show prompt to complete on dashboard</b> | ||
:: | :: | ||
<hr> | <hr> | ||
==<b>Dashboard Display</b>== | ==<b>Dashboard Display</b>== | ||
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[[File:8328440.png|900px]]<br><br> | [[File:8328440.png|900px]]<br><br> | ||
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 [[TracCloudGuideProfilePrefsTwig|Twig]] and HTML can be used to personalize this. <b>Header</b> displays once at the top of this form, and is expected to contain instructions or details on their Success Plan. <b>Line Display</b> repeats for each Step the student has been assigned, using Twig to determine if the formatting needs to change for each entry. <b>Footer Display</b> is the final block of text in this menu. | 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 [[TracCloudGuideProfilePrefsTwig|Twig]] and HTML can be used to personalize this. <b>Header</b> displays once at the top of this form, and is expected to contain instructions or details on their Success Plan. <b>Line Display</b> repeats for each Step the student has been assigned, using Twig to determine if the formatting needs to change for each entry. <b>Footer Display</b> is the final block of text in this menu. If these fields are left blank, the Success Plan widget will not be shown on the student dashboard at all. | ||
[[File:2280086.png|900px]] | [[File:2280086.png|900px]] | ||
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::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. | ::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> | <hr> | ||
==<b>Assigning Success Plans | ==<b>Assigning and Managing Success Plans for Students</b>== | ||
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Plans can be assigned to individual students from the <i>Success Plans</i> tab of their profile. Click on <b>Assign Plan to Student</b> and choose the Plan type that you want to use. This page also lists the current and past Plans for this student, including assigned and due date, completion status, term, and more. Clicking the pencil icon on the left provides quick access to that Plan's options. | |||
[[File:2436561.png|900px]]<br><br> | |||
Within each Success Plan you will find the following options. SCREENSHOT AND MORE DETAILS. | |||
<hr> | <hr> | ||
==<b>Group Permissions</b>== | ==<b>Group Permissions</b>== | ||
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[[File:6696128.png|900px]] | [[File:6696128.png|900px]] | ||
<hr> | |||
==<b>Staff and Faculty Dashboard</b>== | |||
This is being implemented later. | |||
<hr> | |||
==<b>Reports</b>== | |||
<hr> | <hr> | ||
For information on purchasing the Success Plans Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br> | For information on purchasing the Success Plans Module, reach out to [mailto:sales@go-redrock.com sales@go-redrock.com]<br> |
Revision as of 09:37, 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. If these fields are left blank, the Success Plan widget will not be shown on the student dashboard at all. 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 and Managing Success Plans for StudentsPlans can be assigned to individual students from the Success Plans tab of their profile. Click on Assign Plan to Student and choose the Plan type that you want to use. This page also lists the current and past Plans for this student, including assigned and due date, completion status, term, and more. Clicking the pencil icon on the left provides quick access to that Plan's options. Within each Success Plan you will find the following options. SCREENSHOT AND MORE DETAILS. Group 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. Staff and Faculty DashboardThis is being implemented later. ReportsFor information on purchasing the Success Plans Module, reach out to sales@go-redrock.com |