TracCloud: Training Resources

TracCloud Training Resources

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1st/2nd Training: Profile-related Records.

• Profile Preferences
• Creating or Updating Centers (Homework)
• + Creating Course Lists for your Centers (Homework)
• Creating Permission Groups (Homework)
• Creating Staff/Consultant Accounts (Homework)
• + Creating Course Lists for your Consultants (Homework)
• Creating or Updating Reasons (Homework if applicable)

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2nd/3rd Training: Profile Preferences.

• Log In/Out Prefs
• + Log Listing Customization
• Log Listing Message, KIOSK Notices, Custom KIOSKs Prefs
• Scheduling Prefs
• + Appointment Display
• Emails (Homework)
• + Twig Guide (if needed)
• Location, Hours and Description
• Payroll Setup (if applicable) (Homework if applicable)

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3rd/4th Training: Global Preferences.

• System Preferences
• Search Availability Options
• Terms
• Student Entry Choices
• Dashboard Charts
• Custom Fields
• Student Lists
• Document Types and Emails
• Task Types
• Email Templates
• Special Needs, Skills, and Accommodations
• Notification Types
• Welcome Messages
• Confirm Bio

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4th/5th Training: Continuing System Prefs and Modules.

• SAGE (Homework if applicable)
• SurveyTrac (Homework if applicable)
• Whiteboard
• Q2 Tables
• TextAlerts

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6th/7th Training: Recording Visits and Managing Schedules.

• Recording Visits
• Schedule Management

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7th/8th Training: Running reports (typically a few weeks after going live).

• Reports