TracCloudST: Difference between revisions
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! Initiated Via !! Description | ! Initiated Via !! Description | ||
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| Display during visit entry || displays within the “Surveys” tab of a visit record, allowing you to fill out and submit the survey from the visit record itself | | Display during visit entry || This displays within the “Surveys” tab of a visit record, allowing you to fill out and submit the survey from the visit record itself. This survey type only appears when questions are directed to staff. | ||
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| Email after visit || will be sent to the student/staff after a visit takes place ( | | Email after visit || This will be sent to the student/staff after a visit takes place. Specifically after Kiosk logout, Log Listing logout, Quick & Batch Visit creation, and appointments being marked as attended (if a visit doesn't already exist). | ||
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| Email after 1st visit during survey period || | | Email after 1st visit during survey period || Same as above, but only after the student’s first visit during the survey period specified. Subsequent visits will not initiate this survey. | ||
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| Email after | | Email after 1st visit per subject during survey period || Same as above, but on a per-subject basis. E.g., the student will receive a survey for their first (and only first) visit for MAT100, then another survey for their first visit for CHEM100, and so on. | ||
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| | | Email after new student record || This is emailed to the student immediately after their account is created. This only applies when manually creating student accounts, imported students will not receive this survey. | ||
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| Show at entry | | Show at entry || This displays during the login process on a Kiosk or Log Listing. These responses will not appear in the visit record itself, as opposed to <i>Display during visit entry</i>. | ||
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| Show at | | Show at entry before 1st visit during survey period || Same as above, but only after the student’s first visit during the survey period specified. | ||
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| Show at exit | | Show at exit || This displays during the logout process on a Kiosk or Log Listing. Similar to <i>Show at entry</i>, these responses are not visible in visit records. | ||
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| | | Show at exit after 1st visit during survey period || Same as above, but only after the student’s first visit during the survey period specified | ||
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| | | Display as link on Main Menu || For each day that a user logs in, a new survey is created and will display as a link in the "Surveys/Documents" widget on their dashboard. | ||
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| | | Do not auto send || This survey can be manually sent on the Student Listing as a batch, from individual Student/Staff/Faculty profiles under the "Actions" menu, during Batch Visit creation, and Group Rosters on the schedule. | ||
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| Link on edit | | Link on edit student || Similar to <i>Do not auto send</i>, but more limited in where it appears as an option to send. This survey is only possible to send from the student listing as a batch or to individual student profiles manually. | ||
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| | | Link on edit visit || This displays in a "Send Survey" prompt in each visit record under the "Surveys" tab. This allows you to initiate the visit survey email manually, as opposed to the non-email <i>Display during visit entry</i> option. | ||
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| Display as Student Entry Form || | | Display on document posting || Similar to <i>Link on edit student</i>, except this "Survey" is under a new prompt in the actions menu labelled "Survey Document" and can only be sent to students individually. | ||
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| Display as Student Entry Form || Similar to <i>Link on edit student</i>, except this "survey" is under a new prompt in the actions menu labelled "Complete Survey Form" and can only be sent to students individually. | |||
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Revision as of 11:02, 13 March 2023
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SurveyTracThe SurveyTrac module allows you to send surveys to students and staff to collect information about their recent visits and Success Plans, or manually send a survey to a list of students. These surveys can contain an unlimited number of questions, be initiated by over a dozen different criteria, and you can report on responses after the fact. There are practically endless combinations of survey types and questions available to create. Creating a new Survey To create a new survey, head over to your SurveyTrac menu (within the “Other” menu in your Navigation Bar), click the hamburger icon, then select “New Survey.” This will bring you to a survey entry form where you can start configuring basic options relating to your survey. Additional options will become available after saving. General
Options
Questions and Preview
The Questions tab is where we can configure the questions we’re asking within this survey. The Preview tab allows us to immediately take a look at our survey formatting to make sure everything is appearing as intended. To begin creating a new question, go to hamburger icon > New Question, or click the + icon on the right-hand side.
Responses
Here you can find a list of surveys sent, whether or not a response has been recorded, and you even the ability to resend surveys that have not yet had a response back. All of these entries can be opened to view the responses from that student or staff member. Survey Snapshot Report
A Survey Snapshot report can be found in your Management Reports category.
This report allows you to export the response data for any of your SurveyTrac surveys in a Snapshot format, providing the total number of answers for each question.
For information on purchasing the SurveyTrac Module, reach out to sales@go-redrock.com
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