TracCloud: Staff and Consultants: Difference between revisions

Staff & Consultants
This tab is where you will find your staff/consultants that have been assigned to this profile. From this view, we can see the staff names, the centers and group they’re assigned to, and what type of staff member they are (consultant or regular staff). For a complete list of staff, not just staff assigned to this center, go to Other > Other Options > Listings > Staff.

To create a new staff member, click on the hamburger button, then select “New Staff Member.”

General

First Name, Last Name

The staff member’s name. This will display on the staff schedule and in reports. This can also display to students if alias is not being used instead.

Username

This is the username that this staff member will use to login (or for SSO authentication). Coordinate with your IT and/or Redrock Software to determine what your username format should be (e.g., ID number, email address, etc).

Other ID

This is the alternate ID of this staff member, can be used for searches or staff work visits.

Hired / Terminated & Reason

Hired/Termination dates as well as the reason for termination can be recorded for reference if needed. This does not affect Trac System functionality.

Staff Bio Confirmed & Confirmed Date / Time

When and if this staff member has completed the confirm bio prompt. More information on Confirm Bio can be found here.

Pronouns

This staff member's preferred pronouns, this information can be shared with students via Twig tags in emails or in Staff Bio on Search Availability.

Staff BIO

A written bio of this staff account. Can be displayed to students, more information.

Inactive

We don’t recommend deleting records in TracCloud, as this will also disconnect them from related records (Visits, Appointments, etc). Instead, we recommend deactivating the account by checking this box. This will hide them from view, but the record and related data remains available if needed, for historical reporting or later reactivation.

User Level

The user level determines some baseline rules for what this staff member can and can’t access. More information.

Default Center

This is the primary center the staff member is assigned to. Also determines which profile's "Staff & Consultants" list they appear in.

Permission Group

The permission group that this staff is assigned to. More information.

Linked Centers

This is where you can assign staff members to different centers in TracCloud. A center must be assigned here for a consultant to have availabilities in or be assigned to visits for that center.

Notes

An optional field for any notes that you may want to record relating to this staff member.

Consultant

If this checkbox is selected, this staff member will be made an available option on the schedule and allows them to be linked to visits. Additional consultant-specific options also become available, as detailed below.

• Alias

An alternate name that will appear when searching for appointments. Requires the “Display consultant alias on availability search” option to be enabled in your Profile Scheduling Prefs.

• Online Link

If remote appointments are held via online conferencing platforms (Zoom, Webex, etc), each of your consultants can have a unique invite link defined in their profile. When a URL is placed here, and their availability is set the online meeting type, the URL entered in this field will appear in the available location choices.

• Fund

This is used as the consultant's assigned fund, if applicable. More information on funds and payroll features in general can be found here.

• Pay Code

This consultant’s pay code will determine their pay rate when running payroll reports. More information.

• Max Hours

Can be used to limit the number of hours this staff member can be booked per day, even if they have open availabilities on their calendar. More information.

• Location

The Location option assigned here will display as an option when creating availabilities on this consultant’s schedule.

• Do not show on schedule

If checked, this consultant will not show up on the schedule.

• Course List of Specialties

The course list selected here determines which subjects this consultant can assist with. More information on creating and managing course lists can be found here.

• Accommodations

These are the skills/accommodations that this consultant can assist with. For example, if accommodations are used to specify a preferred language, you could select the languages this consultant can assist with here. More information on configuring these accommodations can be found here.

KIOSK

If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and select a Kiosk to open, and nothing else. Normal staff members can open kiosks as well, but this can be useful if you need to create a generic account to share with other people to open kiosks in your center.

Contact & Other Data

Most of the options here are self-explanatory, just basic contact information about this staff member, such as their email address, phone number, address, etc. The icon indicates whether or not they're opted into text alerts. Custom fields can also be created on this page as well.

Certifications

File:1356437.png

Here, we can view and manage this consultant’s certifications (e.g., CLRA). New certifications can be created by selecting the hamburger icon > New Certification, which will take you to an empty form to fill out.

Reason Specialties

This tab allows you to specify which reasons this consultant is assigned to. If a user searches for availabilities with a reason that the consultant isn't assigned to, they won't appear in the search results, similar to section specialties.

Timeline

The staff timeline operates similarly to the student timeline, showing a history of their related records. Visits, appointments, tasks, document uploads, etc.

Staff Listing

To view a list of all staff accounts in TracCloud across multiple profiles, go to Other > Listings Staff. This will display all active staff by default, but any search will override that.

File:6703214.png

Hamburger Menu

Every listing page in the Trac System features a hamburger menu with utilities to search for or interact with your list of records. Some of these options are specific to a certain listing/record-type, others are shared. The following list includes definitions for the hamburger menu options available on this listing, and how they can be utilized.

List All

This option will show all records on the current listing. Some listings have an additional toggle for only showing "Active" records, such as Students and Registrations, which will still override a "List All" search if checked.

Power Search

This option provides a simple but powerful search utility to find the records you need. String together multiple searches, adding or removing results for each. Use Search Symbols to include ranges of data, and Save Searches for later use if needed. The search term 'blankornull' can be used to find all records with a value of nothing ("") or null ().

Saved Searches

See Saved Searches for more information.

Selected...

The Selection Tool offers several options to filter and manage your records. More information on this feature can be found in its own dedicated article here.

Change Field Values

This utility allows you to make modifications in to your records in bulk. Similar to the Merge Duplicates utility, we highly recommend coordinating with Redrock Support directly on this setting.

Views

See Views for more information.

Batch Create Certifications/Work Visits & Batch Activate/Deactivate

Allows you to create these Staff-specific records in bulk, or change the activation status of many staff members at once.

Export CSV

Export current listing contents to a CSV file.

Send Email

Allows you to send an email directly to a list of users.

Print

Allows you to print the contents of the current listing, by extension this also allows you to export the current list as a PDF file.

Create Task

Allows you to send a task to the current student list. More information.

New <Record>

Allows you to create a new record based on your selected listing.

@@ Line 59: / Line 59: @@
 * <b>Consultant</b>
-::If this checkbox is selected, they’re marked as a Consultant rather than a normal staff member. This also adds them as an available option on the schedule and allows them to be linked to visits. Additional consultant-specific options also become available, as detailed below.<br><br>
+::If this checkbox is selected, this staff member will be made an available option on the [[TracCloudGuideBasicsSchedule|schedule]] and allows them to be linked to [[TracCloudGuideBasicsVisits|visits]]. Additional consultant-specific options also become available, as detailed below.<br><br>
 ::&#8226; <b>Alias</b>
-::An alternate name that will appear when searching for appointments. Requires the “Display consultant alias on availability search” option to be enabled in your Profile Scheduling Prefs.<br><br>
+::An alternate name that will appear when searching for appointments. Requires the “Display consultant alias on availability search” option to be enabled in [[TracCloudGuideProfilePrefsSchedule#Other_Schedule_Options|your Profile Scheduling Prefs]].<br><br>
 ::&#8226; <b>Online Link</b>
-::If remote appointments are held via online conferencing platforms, each of your consultants can have a unique URL to their conference room defined in their profile. When a URL is placed here, and their availability is marked as Online, the URL entered in this field will appear in the available location choices.
+::If remote appointments are held via online conferencing platforms (Zoom, Webex, etc), each of your consultants can have a unique invite link defined in their profile. When a URL is placed here, and their [[TracCloudGuideBasicsSchedule|availability]] is set the online meeting type, the URL entered in this field will appear in the available location choices.<br><br>
 ::&#8226; <b>Fund</b>
-::The Fund option assigned here will display as an option when creating availabilities on this consultant’s schedule. More information on Funds and Payroll features in general can be found in our dedicated Payroll article.
+::This is used as the consultant's assigned fund, if applicable. [[TracCloudGuideBasicsPayroll|More information on funds and payroll features in general can be found here]].<br><br>
 ::&#8226; <b>Pay Code</b>
-::This consultant’s pay code will determine their pay rate when running payroll reports.
+::This consultant’s pay code will determine their pay rate when running payroll reports. [[TracCloudGuideBasicsPayroll|More information]].<br><br>
 ::&#8226; <b>Max Hours</b>
-::Can be used to limit the number of hours this staff member can be booked per day, even if they have open availabilities on their calendar. [[TracCloudWhatsNew2022-02-18_1|More information.]]
+::Can be used to limit the number of hours this staff member can be booked per day, even if they have open availabilities on their calendar. [[TracCloudGuideProfilePrefsSchedule#Max_Appointment_Rules_and_Blocks|More information.]]<br><br>
 ::&#8226; <b>Location</b>
-::The Location option assigned here will display as an option when creating availabilities on this consultant’s schedule.
+::The Location option assigned here will display as an option when creating availabilities on this consultant’s schedule.<br><br>
 ::&#8226; <b>Do not show on schedule</b>
-::If checked, this consultant will not show up on the schedule view.
+::If checked, this consultant will not show up on the schedule.<br><br>
 ::&#8226; <b>Course List of Specialties</b>
-::The course list selected here determines which subjects this consultant can assist with. More information on creating and managing course lists can be found in our Creating Course lists article.
+::The course list selected here determines which subjects this consultant can assist with. [[TracCloudGuideBasicsCourses|More information on creating and managing course lists can be found here.]]<br><br>
 ::&#8226; <b>Accommodations</b>
-::These are the accommodations that this consultant can assist with. For example, if accommodations are used to specify a preferred language, you could select the languages this consultant can assist with here. More information on configuring these accommodations can be found in our dedicated Accommodations article.
+::These are the skills/accommodations that this consultant can assist with. For example, if accommodations are used to specify a preferred language, you could select the languages this consultant can assist with here. [[TracCloudGuideGlobalSkills|More information on configuring these accommodations can be found here.]]<br><br>
 * <b>KIOSK</b>
-::If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and are instructed to select a Kiosk to manage, and nothing else. For example, in a scenario where students log themselves in on a Kiosk, this account type would be used on the Kiosk computer.
+::If the “KIOSK” checkbox is selected, the account is heavily restricted and many fields are removed. Kiosk accounts can login and select a [[TracCloudGuideBasicsVisits|Kiosk]] to open, and nothing else. Normal staff members can open kiosks as well, but this can be useful if you need to create a generic account to share with other people to open kiosks in your center.
 <hr>
 ==Contact & Other Data==
-[[File:4h35h3j53y2t2f4.png|800px]]
+[[File:9544893.png|800px]]
 <br><br>
-Most of the options here are self-explanatory, just basic contact information about this staff member, such as their email address, phone number, address, etc. We also have a few custom fields at the bottom of this page. More information on configuring these fields can be found in our Custom Fields article.
+Most of the options here are self-explanatory, just basic contact information about this staff member, such as their email address, phone number, address, etc. The {{#fas:mobile-button}} icon indicates whether or not they're opted into [[TracCloudTA|text alerts]]. [[TracCloudGuideGlobalCustom|Custom fields]] can also be created on this page as well.
 <hr>
 ==Certifications==
-[[File:5j4j64tg45h3j43j.png|800px]]
+[[File:1356437.png|800px]]
 <br><br>
-Here, we can view and manage this consultant’s Certifications. New certifications can also be created by selecting the hamburger icon > New Certification.
+Here, we can view and manage this consultant’s certifications (e.g., CLRA). New certifications can be created by selecting the hamburger {{#fas:bars}} icon > New Certification, which will take you to an empty form to fill out.
 <br>
 [[File:J46k46j35g3553j.png|800px]]
 <hr>
 ==Reason Specialties==
-[[File:J46j344g34g35f24.png|800px]]
+[[File:2423733.png|800px]]
 <br><br>
-This tab allows you to specify which visit reasons this consultant is assigned to. If reason specialties are utilized, this consultant will only be available for the reasons selected here.
+This tab allows you to specify which [[TracCloudGuideProfileReasons|reasons]] this consultant is assigned to. If a user searches for availabilities with a reason that the consultant isn't assigned to, they won't appear in the search results, similar to section specialties.
+<hr>
+==Timeline==
+[[File:9998024.png|800px]]<br><br>
+The staff timeline operates similarly to the student timeline, showing a history of their related records. [[TracCloudGuideBasicsVisits|Visits]], [[TracCloudGuideListingsAppts|appointments]], [[TracCloudGuideGlobalTasks|tasks]], [[TracCloudGuideGlobalDocs|document uploads]], etc.
 <hr>
+==Staff Listing==
+To view a list of all staff accounts in TracCloud across multiple profiles, go to <i>Other > Listings Staff</i>. This will display all active staff by default, but any search will override that.
+[[File:6703214.png|800px]]<br><br>
+{{#lst:Template:TracCloudListingDescriptions|Hamburger_Menu}}
+{{#lst:Template:TracCloudListingDescriptions|List_All}}
+{{#lst:Template:TracCloudListingDescriptions|Power_Search}}
+{{#lst:Template:TracCloudListingDescriptions|Saved_Searches}}
+{{#lst:Template:TracCloudListingDescriptions|Selected}}
+{{#lst:Template:TracCloudListingDescriptions|Change_Field_Values}}
+{{#lst:Template:TracCloudListingDescriptions|Views}}
+{{#lst:Template:TracCloudListingDescriptions|BatchCreateCertAndBatchActivate}}
+{{#lst:Template:TracCloudListingDescriptions|Export_CSV}}
+{{#lst:Template:TracCloudListingDescriptions|Send_Email}}
+{{#lst:Template:TracCloudListingDescriptions|Print}}
+{{#lst:Template:TracCloudListingDescriptions|Create_Task}}
+{{#lst:Template:TracCloudListingDescriptions|New_Record}}
 |}
 [[Category:TracCloud]]

TracCloud: Staff and Consultants: Difference between revisions

From Redrock Wiki

Revision as of 16:08, 25 May 2023

Profile Preferences