TracCloudNews40
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TracCloudNews40
Work Visit Group Permissions
In TracCloud, consultants can log in for work and have their time be tracked by the system. Every time they log in, a work visit will be created. These work visits have different permissions compared to student visits when it comes to who can view, edit, or create them. This newsletter will show you the options in permission groups that are relevant to work visits. For more information on payroll tracking in general, click here.
To manage your permission groups, go to Other > Other Options > Groups > [The group you want to update].
The following tabs contain settings that you may want to adjust for your work visits.
- Center Access
- Allow user to access payroll reports
- This option is only applicable to Profile Admin level accounts, and provides access to the payroll category of reporting options.
- This option is only applicable to Profile Admin level accounts, and provides access to the payroll category of reporting options.
- Student/Visit
- User may view which work visits
- This option determines which work visit records someone can view, None, All, or Own.
- This option determines which work visit records someone can view, None, All, or Own.
- Show the Utilization Tab on Main Menu
- This dashboard utility allows consultants to view both student visits and work visits straight from the main menu.
- This dashboard utility allows consultants to view both student visits and work visits straight from the main menu.
- Log In/Out
- Allow consultant to login for work at their main menu
- Provides consultant accounts the ability to login for work visits from the dashboard. This will appear as a clock icon in the navigation bar where they can initiate or conclude their work visit without going through the log listing or a kiosk.
- Provides consultant accounts the ability to login for work visits from the dashboard. This will appear as a clock icon in the navigation bar where they can initiate or conclude their work visit without going through the log listing or a kiosk.
- Hide 'Is Work' for Quick Visits / Visit Entry
- If enabled, these users will not be allowed to create quick work visits. Work visits must be recorded by logging in and logging out.
- If enabled, these users will not be allowed to create quick work visits. Work visits must be recorded by logging in and logging out.
- Allow consultant to login for work on KIOSK where the user logged in is themself
- By default, staff members are not allowed to login for work visits on kiosks that they initiate. If this option is enabled, that restriction is lifted, allowing them to login for work on their own kiosks/log listings.
- By default, staff members are not allowed to login for work visits on kiosks that they initiate. If this option is enabled, that restriction is lifted, allowing them to login for work on their own kiosks/log listings.
- Allow staff to view work visits on schedule
- If enabled, users in this group can view work time on the staff schedule, visualized as a red line overlaying availabilities. This can be restricted to only their own work visits, or all.
- If enabled, users in this group can view work time on the staff schedule, visualized as a red line overlaying availabilities. This can be restricted to only their own work visits, or all.
For more information on other permission group settings, click here.
More Questions?
We hope that you found this article helpful, and as always if you have any questions about this or any other features, please feel free to let us know by emailing Helpdesk@go-redrock.com or by submitting a ticket.
Thank you for your continued support!