TracCloud Report: Work Plans

Contents

Management

Payroll

Registrations

Scheduling

Security

Students

Other

Q2 Tables

• Q2 Visits by ??

SAGE

• Referrals by Student and Appointments/Visits

• SAGE Referral Snapshot

• SAGE Referrals by ??

SurveyTrac

• Survey Response Rate Comparison

• Survey Responses

• Survey Snapshot

Success Plans

• Success Plans

Work Plans

• Work Plans

Workshops

• Students Workshops Attendance

• Workshops Overview

• Workshops Roster

Work Plans

The Work Plans report found in Reports > Work Plans allows you to view a list of staff work plans, along with their status, completion percentage, additional staff information, and more.

• Centers

Filter report data by center. This is in relation to the linked centers of the consultants.

• Time Frame

The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.

• Work Plan

Select the Work Plan type that you want to show results for.

• Apply Date Range to

Choose what your selected date range is in reference to. Defaults to any matching date range.

• Sort by

Choose how the selected data is sorted.

• Faculty Name

Filter by assigned supervisor name. Expected format is "Last, First".

• Show Step Details

If enabled, consultant progress on individual steps and a visual timeline of step due dates will be shown.

• Show Visit Details

If checked, the Subject, Reason, Consultant, and Center of the visit will be included in the results.

• Include Inactive Plans

Inactive plans are hidden by default, this option allows you to include them in report results.

• Additional Search

Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.

• Additional fields to show

This can be used to add additional data fields to the report results. For example, you could use this to add a student's email address in a visit report.

• Output format

Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.

• Deliver to

Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).

---

HTML


HTML (Show Step Details)


CSV