TracCloudSuccessPlans: Difference between revisions
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| | [[TracCloudSuccessPlans#Options|Setup: Options]] | | | [[TracCloudSuccessPlans#Options|Setup: Options]] | ||
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| | [[TracCloudSuccessPlans#Chain a Sub Plan|Setup: Chain a Sub Plan]] | |||
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| | [[TracCloudSuccessPlans#Assigning and Managing Success Plans for Students|Managing Student Plans]] | | | [[TracCloudSuccessPlans#Assigning and Managing Success Plans for Students|Managing Student Plans]] | ||
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==<b>Emails</b>== | ==<b>Emails</b>== | ||
Emails can be sent to users upon assignment and completion of a Plan, and to act as reminders for individual steps if the due date is approaching. These emails can utilize Twig tags to display additional information and add logic to the contents of the email itself. [[TracCloudGuideProfilePrefsTwig|More information on Twig can be found here.]] | |||
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[[File:4159503.png|900px]]<br><br> | |||
To create your first email, click the <b>New Email</b> button. This will show you the following menu where you can select your recipients, as well as specify the subject, body, and optional SMS text of this email. Sending SMS texts requires the [[TracCloudTA|TextAlerts Module.]] The <b>Recipients</b> field can use Twig tags such as <b><nowiki>{{Student.Email}}</nowiki></b> to automatically use the correct address. | |||
[[File:5426842.png|900px]]<br><br> | |||
The second tab within each email is <b>Options</b>, this can be used to determine under what context this email should send. | |||
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<big>Twig Tags:</big> | <big>Available Twig Tags:</big> | ||
{{#lst:TracCloudGuideProfilePrefsTwig|SPTags}} | {{#lst:TracCloudGuideProfilePrefsTwig|SPTags}} | ||
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* <b>Plan / Step Reminder Options</b> | * <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. | ::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. | ||
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==<b>Chain a Sub Plan</b>== | |||
Additional plans can be initiated based on the completion of the current plan. There are two options on this tab, <b>Specific Sub Plan</b>, which allows a simple selection of a follow-up plan to be chosen, and <b>Conditional Sub Plan</b>. The latter provides additional flexibility for determining if a Plan should be assigned, and what plan that should be. | |||
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<b><nowiki>{{ setResultActions('NextPlanID', '#') }}</nowiki></b> is used to assign a follow-up Success Plan. # should be replaced with the sequence number of the Plan you want to assign. This should be wrapped in Twig logic to determine your criteria for whether or not a new Plan should be assigned. [[TracCloudGuideProfilePrefsTwig|More information on how you can utilize Twig can be found here.]] | |||
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==<b>Assigning and Managing Success Plans for Students</b>== | ==<b>Assigning and Managing Success Plans for Students</b>== |
Revision as of 17:52, 5 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. EmailsEmails can be sent to users upon assignment and completion of a Plan, and to act as reminders for individual steps if the due date is approaching. These emails can utilize Twig tags to display additional information and add logic to the contents of the email itself. More information on Twig can be found here. To create your first email, click the New Email button. This will show you the following menu where you can select your recipients, as well as specify the subject, body, and optional SMS text of this email. Sending SMS texts requires the TextAlerts Module. The Recipients field can use Twig tags such as {{Student.Email}} to automatically use the correct address. The second tab within each email is Options, this can be used to determine under what context this email should send. Available Twig Tags:
OptionsThe final tab in your Success Plan Type is Options. This contains various options to fine-tune the functionality of this Success Plan.
Chain a Sub PlanAdditional plans can be initiated based on the completion of the current plan. There are two options on this tab, Specific Sub Plan, which allows a simple selection of a follow-up plan to be chosen, and Conditional Sub Plan. The latter provides additional flexibility for determining if a Plan should be assigned, and what plan that should be. {{ setResultActions('NextPlanID', '#') }} is used to assign a follow-up Success Plan. # should be replaced with the sequence number of the Plan you want to assign. This should be wrapped in Twig logic to determine your criteria for whether or not a new Plan should be assigned. More information on how you can utilize Twig can be found here. 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. After creating a new Plan for the student (or opening an existing one), you will find the following options. This includes basic details about the student, their plan details such as due date and progress, the assigned consultant, faculty, and term, and the individual steps. The options available within each Step can differ based on your Plan options. Override Completion allows you to specify if and when a Step was completed, bypassing TracCloud's automated tracking. Completion Confirmed is used to confirm that this Step has been concluded, allowing it to count towards Plan completion percentage. Notes can be used for any purpose to record additional information regarding each Step. Success Plans can also be assigned to multiple students at once from the Student Listing. Go to Students > Search for your selection of students > Hamburger menu (File:Hamburger.png) > Assign Success Plan. 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. ReportsThis is being implemented later. For information on purchasing the Success Plans Module, reach out to sales@go-redrock.com | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||