TracCloud: Prospective Students: Difference between revisions

Configure the email that students receive after signing up as a prospective student. The link they receive in this email will also allow them to login to TracCloud later. If left blank, the subject will be "New Student Email" and the body will be "Welcome to the Campus, click the link below to begin setting up your profile record."

Name of Link on Email

Override the hyperlink name that students click on to complete sign up. Defaults to "Click here to fill out a profile" if left blank.

Instructions to Student on Entry Form

The student will see this text above the fields to fill out on the prospect student entry form.

Chosen Fields to Display to Student

These are the fields that your students will be allowed to set for themselves from the link they receive during signup. Fields can be left blank unless 'Required' is checked.

Chosen Fields to Display to Staff when creating a Prospect Request

These are the fields that staff can fill out while creating a prospective student request from the students listing.

Title of Submit Button

The name of the save button on the prospect student entry form.

Prospect Request Listing

Description. This can be accessed by going to Other > Listings > Prospect Requests.

File:.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.

Search

This utility will open a pop-up window unique to each Listing it's present on, allowing you to search your records by a number of different fields.

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 ().

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.

New <Record>

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

@@ Line 8: / Line 8: @@
 <big><b>Prospective Students</b></big><br>
-Prospective Students Description
+Profile Pref: Allow user to generate prospect<br>
+Group Prefs: Allow user to create prospective student requests<br>
+Group Prefs: Table Access<br>
-<div class="line"></div>
+Prospective Students from Students Listing<br>
-<!-------------------------------------------- Cat -------------------------------------------->
+Log Listing Display<br>
-<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Category</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
+Prospect Requests listing<br>
+Other Status explanation and use<br>
+[[File:8771018.png|700px]]<br><br>
-[[File:.png|800px]]<br><br>
+* <b>Prospective Student Activation</b>
+::This enables the new "Prospective Student Request" option on the students listing for staff with the appropriate permissions.<br><br>
-[[File:.png|700px]]
+* <b>Prospect Email</b>
+::Configure the email{{#fas:warning}} that students receive after signing up as a prospective student. The link they receive in this email will also allow them to login to TracCloud later{{#fas:warning}}. If left blank, the subject will be "New Student Email" and the body will be "Welcome to the Campus, click the link below to begin setting up your profile record."<br><br>
+* <b>Name of Link on Email</b>
+::Override the hyperlink name that students click on to complete sign up. Defaults to "Click here to fill out a profile" if left blank.<br><br>
+* <b>Instructions to Student on Entry Form</b>
+::The student will see this text above the fields to fill out on the prospect student entry form.<br><br>
+* <b>Chosen Fields to Display to Student</b>
+::These are the fields that your students will be allowed to set for themselves from the link they receive during signup. Fields can be left blank unless 'Required' is checked.<br><br>
+* <b>Chosen Fields to Display to Staff when creating a Prospect Request</b>
+::These are the fields that staff can fill out while creating a prospective student request from the students listing.<br><br>
+* <b>Title of Submit Button</b>
+::The name of the save button on the prospect student entry form.
-</div>
 <br><br><div class="line"></div>
-<!-------------------------------------------- Cat -------------------------------------------->
+<!-------------------------------------------- Prospect Listing -------------------------------------------->
-<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Prospect Student Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
+<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Prospect Request Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
-Description. This can be accessed by going to <i>Other > Listings</i>.<br><br>
+Description. This can be accessed by going to <i>Other > Listings > Prospect Requests</i>.<br><br>
 [[File:.png|800px]]
@@ Line 31: / Line 51: @@
 {{#lst:Template:TracCloudListingDescriptions|List_All}}
+{{#lst:Template:TracCloudListingDescriptions|Search}}
 {{#lst:Template:TracCloudListingDescriptions|Power_Search}}
-{{#lst:Template:TracCloudListingDescriptions|Saved_Searches}}
 {{#lst:Template:TracCloudListingDescriptions|Selected}}
-{{#lst:Template:TracCloudListingDescriptions|Views}}
-{{#lst:Template:TracCloudListingDescriptions|Print}}
 {{#lst:Template:TracCloudListingDescriptions|New_Record}}

TracCloud: Prospective Students: Difference between revisions

From Redrock Wiki

Revision as of 14:52, 12 April 2024

Global Preferences

Hamburger Menu