TracCloudProspectStudents

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Contents

Basics

Listings

Profile Prefs

Global Prefs

Tech Docs

Modules

Global Preferences

• System Preferences

• Search Availability Options

• General KIOSK Login Options

• Terms

    Semester Changeover

• Student Entry Choices

• Student Photo Files

• Dashboard Charts

• Custom Fields

• Campus IP Address Blocks

• Student Lists & Watch Lists

• Document Types

• Task Types

• Email Templates

• Public / Admin Docs

• Skills / Accommodations

• Notification Types

• Welcome Messages

• Prospective Student Settings

• Confirm Bio

• Favorite Reports Management

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• Announcements

• Grade Groups & Assignments

• Tracking Staff Payroll

• Work Plans

Prospective Students

TracCloud offers multiple ways for prospective student accounts to be created, giving new students the opportunity to visit and book appointments prior to being included in your student information system. This requires some configuration in your global preferences before this feature can be used.

Other > Other Options > Preferences > Prospective Student Settings

• Prospective Student Activation

This enables the new "Prospective Student Request" option on the students listing for staff with the appropriate permissions.

• Prospect Email

Configure the email/text message that students receive after signing up as a prospective student. The link they receive in this email will also allow them to login to TracCloud later. If left blank, the subject will be "New Student Email" and the body will be "Welcome to the Campus, click the link below to begin setting up your profile record."

• Name of Link on Email

Override the hyperlink name that students click on to complete sign up. Defaults to "Click here to fill out a profile" if left blank.

• Instructions to Student on Entry Form

The student will see this text above the fields to fill out on the prospect student entry form.

• Chosen Fields to Display to Student

These are the fields that your students will be allowed to set for themselves from the link they receive during signup. Fields can be left blank unless 'Required' is checked.

• Chosen Fields to Display to Staff when creating a Prospect Request

These are the fields that staff can fill out while creating a prospective student request from the students listing.

• Title of Submit Button

The name of the save button on the prospect student entry form.

Prospective Sign-ups from the Students Listing

Staff can begin the process of creating prospective student accounts straight from the students listing if they have the appropriate permissions. To provide this access to a group, go to Other > Other Options > Groups > [The group you want to update] > Student / Visit tab > Check 'Allow user to create prospective student requests' > Save.

Once enabled, users in this group can navigate to the Students Listing, click on the hamburger menu, and choose "Prospective Student Request." This will open a pop-up menu where the contact method and address can be chosen. The student will receive a link at this address to complete their profile. Additionally, the staff can fill in extra student fields based on what was chosen in "Chosen Fields to Display to Staff when creating a Prospect Request" above.

For more information on what happens next, take a look at the "Completing Sign-up as a Student" section below.

Prospective Sign-ups from the Log Listing & Kiosk

Enabling TracCloud's prospective student functionality on the kiosk gives your students an easy way to sign themselves up as a prospective student, and the log listing equivalent option is just as easy for your staff. This feature can be enabled by going to Other > Other Options > Profiles > [Your Profile] > Log In/Out > Check "Allow User to Generate a Prospect" > Save. Once enabled, the following button will be available on the kiosk and log listing pages for this profile's centers.

Clicking this option will display a prompt to either log in (having already signed up as a prospective student) or create a new prospect (signing up for the first time).

From the perspective of a new prospective student, they'll click the 'Create Prospect' button and choose to either signup via email or text. Following through with this, they will receive a link in their inbox with instructions on what to do next.

Completing Sign-up as a Student

After a student signs up, they'll receive a link to finish setting up their prospective student account to their email inbox or phone. Following this link will require that they enter a security code sent to the same address/phone number. After validating their login, the student will see a form where they can fill in the fields you've specified in your global Prospective Student settings above. After completing the form and saving, the student is taken to the dashboard just like any other student. This includes being prompted to complete the confirm bio form if enabled.

Prospective students have the same permissions as imported students by default, including the ability to search for and book appointments. If you want to restrict or give special access to prospective students, take a look at the next section in this article.

Identifying Prospective Students

Any student records created through the prospective students process are identified with a unique "Other Status" of "Prospect". The primary reason for this is to keep these student accounts active. Unlike other students who aren't present in your import files, any students with this special other status will be kept active (even for student accounts where the other status was manually set to "Prospect").

Additionally, this allows you to easily search for these students to email them, run reports, or create dynamic lists. Keep in mind that lists can be used to exclusively show or hide certain records, such as...

• Announcements

Can be shown to specific students based on list.

• Search Availability Widgets

Centers or entire search widgets can be shown to specific students based on lists.

You can even personalize the Welcome Messages for prospect students with Twig ({% if Student.OtherStatus == "Prospect" %})

Prospect Request Listing

The Prospect Requests Listing allows you to view all prospect requests that have been submitted in your TracCloud instance, including those that have not yet been completed. To give a permission group access to this listing (including the SysAdmin group), go to Other > Other Options > Groups > [The group you want to update] > Admin / Modules > Add 'Prospect Requests' under 'Table Access' > Save.

Other > Listings > Prospect Requests.

Within each request, you can view when it was sent, what contact method was chosen, and the link/validation code if you need to help a student complete their profile. These requests can also be manually resent from this page if needed.

Hamburger Menu

Every listing page in the Trac System features a hamburger menu with utilities to search for or interact with your list of records. Some of these options are specific to a certain listing/record-type, others are shared. The following list includes definitions for the hamburger menu options available on this listing, and how they can be utilized.

• List All

This option will show all records on the current listing. Some listings have an additional toggle for only showing "Active" records, such as Students and Registrations, which will still override a "List All" search if checked.

• Search

This utility will open a pop-up window unique to each Listing it's present on, allowing you to search your records by a number of different fields.

• Power Search

This option provides a simple but powerful search utility to find the records you need. String together multiple searches, adding or removing results for each. Use Search Symbols to include ranges of data, and Save Searches for later use if needed. The search term 'blankornull' can be used to find all records with a value of nothing ("") or null ().

• Selected...

The Selection Tool offers several options to filter and manage your records. More information on this feature can be found in its own dedicated article here.

• New <Record>

Allows you to create a new record based on your selected listing.