TracCloud: What's New for 2026-05
From Redrock Wiki
TracCloud features and changes from May 2026
Case management, dissertation scheduling, new custom field types, new reports, and more in TracCloud for the month of May 2026.
New Feature!
Case Management
- TracCloud's Case Management feature allows for quick and effective tracking of user-submitted incidents, maintenance requests, concerns, and more. Different case types and subtypes can be used to ask the right questions during and after submission to ensure your team has all the information you need for the case at hand. Cases can be submitted by students, staff, faculty, or anonymously depending on the case type configuration.
- The overall structure of case management can be seen below. The Case is the overall incident, request, or referral which contains Activity Reports that represent actions or follow-ups within the case.
- More information about this new feature can be found in its own dedicated article here. For pricing information, reach out to [email protected].
New Feature!
Dissertation Scheduling
- The Dissertation Scheduling feature allows faculty to join existing student appointments for programs other than their own. Faculty will see a view similar to the example below, but this can be customized for your instance. A program custom field will need to be created in both the appointment record and the faculty record to manage this linkage.
- From the provided list of appointments, a faculty member will click the one they wish to join. This will send them a confirmation email and will link that appointment to them so that other faculty won't see it in their results.
- More information about this new feature can be found in its own dedicated article here. For pricing information, reach out to [email protected].
- Twig support added to the 'From' email address in SAGE emails.
- New "Roster Instructions" field that allows adding custom instructions to the roster referral screen.
- The "Submit Referral" button can now be renamed for each referral type.
- The Reason and Recommendation labels can now be renamed for each referral type.
- The "Affect all selected and shown" checkbox can now be disabled for each referral type.
- New restriction: Prevent users from deleting appointments.
- New restrictions: Prevent users from creating availabilities by modality (Online, Async, Phone)
- New restriction: You can now block a group of consultants from using asynchronous messages (also applies to students who book with them).
- You can now limit consultant groups to not have access to other consultants' linked custom kiosks.
- Rules can now be created to send invites a certain number of days earlier depending on the student list and exam.
- Invites sent by faculty can optionally require approval from staff before any emails send.
- The invite email subject can now be changed.
- New "Initiated Via" option: "Email after # of visits" will send the survey for every visit up to the number specified during the survey period. E.g., the first 3 visits during the semester.
- The Survey Responses report can now be configured to only include the answers to certain questions.
- Surveys can now be sent for work visits.
- You can now create an alias custom field in visits and custom forms, which allows updating a source custom field in a student account while keeping a copy of the current value in the visit or form.
- Custom fields can now be placed in up to 4 different additional tabs in visit records. Those tabs can additionally be renamed in advanced preferences.
- New custom field types: "Date field" and "Date/time field" which provide a date (and time) picker rather than requiring users type in a date manually.
- The student listing right-click menu now groups custom fields by location (and custom field group if present) to better organize the field list.
- You can now track availability of resources by type and sub-type, including automated alerts upon low or high inventory of a particular sub-type.
- New report: Resource Inventory.
- Resource reports have been moved into their own report category (instead of "Management").
Additional Changes
- An option to create visits for concluded asynchronous appointments has been added in Other Schedule Options.
- The location search box on the staff schedule now supports searching for multiple comma-delimited values. E.g., Room 1,Room 2.
- The search box above now also supports searching for consultant name.
- The right-click field list on various listings now has a search box to allow filtering for the field you want to search by.
- Heatmap Generator cell limit increased from 7000 to 20000.
- Each profile can now override the global default to ask for notes during work visit logout in advanced preferences.