TracCloudWhatsNew2024-07-31 1

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2024-07-31 | TracCloud features and changes from July 2024

Conditional survey questions, searching availabilities by center and consultant, new report options, and more in TracCloud for the month of July 2024. Our full changelog can be found here.

SurveyTrac Conditional Questions

You can now create conditional questions in SurveyTrac, which will only appear if previous questions were answered in a particular way. This allows you to ask follow-up questions or gain more information depending on the feedback previously received.



Center and Consultant on Search Availability Widgets

You can now enable a center and consultant choice in your search availability widgets, giving students and staff more ways to filter availability results. These additional options can be enabled in your system preferences (hyperlinked above).

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Email Consultants via Visits by ??

The Visits by ?? report has a new option to send visit information to consultants, with each consultant only seeing the visits they're assigned to. This functionality can be thought of as the consultant equivalent to the Visits by Faculty and Subject report.

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Report Changes

  • You can now search for reports and filter out group favorites in the favorite reports menu.
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  • An option to only show section specialties for active registrations has been added to the Consultant Specialties report.
  • It's now possible to include availability notes in the Center Schedule report.
  • You can now filter visits by section custom fields in the additional search of most visit reports.

Other Changes

  • There is now a resource return confirmation email that can be sent to the user who checked out the item upon the item's return. This can be found in your profile email preferences.
  • The Visits/Appointments SFTP Export has a new option to include visits that were last modified in the number of days chosen, rather than strictly visits that took place in that range.
  • "This Week" and "Last Week" date range options added to Status Charts.
  • Student sequence number now appears in the top-right corner of student records in addition to ID number.