TracCloudProspectStudents: Difference between revisions

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(Created page with "{{WIP}} {{TracCloudGuideTabs}} <div class="tcWidgetPage" style="min-height:55em"> <div class="categoryWide"> {{TracCloudGuideGlobalTOC}} </div> <big><b>Prospective Students</b></big><br> Prospective Students Description <div class="line"></div> <!-------------------------------------------- Cat --------------------------------------------> <div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Category</b></big></div><div class="mw-collapsible mw-collap...")
 
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<big><b>Prospective Students</b></big><br>
<big><b>Prospective Students</b></big><br>


Prospective Students Description
Profile Pref: Allow user to generate prospect<br>
Group Prefs: Allow user to create prospective student requests<br>
Group Prefs: Table Access<br>


<div class="line"></div>
Prospective Students from Students Listing<br>
<!-------------------------------------------- Cat -------------------------------------------->
Log Listing Display<br>
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Category</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
Prospect Requests listing<br>
Other Status explanation and use<br>


[[File:8771018.png|700px]]<br><br>


[[File:.png|800px]]<br><br>
* <b>Prospective Student Activation</b>
::This enables the new "Prospective Student Request" option on the students listing for staff with the appropriate permissions.<br><br>


[[File:.png|700px]]
* <b>Prospect Email</b>
::Configure the email{{#fas:warning}} 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{{#fas:warning}}. 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."<br><br>
 
* <b>Name of Link on Email</b>
::Override the hyperlink name that students click on to complete sign up. Defaults to "Click here to fill out a profile" if left blank.<br><br>
 
* <b>Instructions to Student on Entry Form</b>
::The student will see this text above the fields to fill out on the prospect student entry form.<br><br>
 
* <b>Chosen Fields to Display to Student</b>
::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.<br><br>
 
* <b>Chosen Fields to Display to Staff when creating a Prospect Request</b>
::These are the fields that staff can fill out while creating a prospective student request from the students listing.<br><br>
 
* <b>Title of Submit Button</b>
::The name of the save button on the prospect student entry form.


</div>
<br><br><div class="line"></div>
<br><br><div class="line"></div>
<!-------------------------------------------- Cat -------------------------------------------->
<!-------------------------------------------- Prospect Listing -------------------------------------------->
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Prospect Student Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Prospect Request Listing</b></big></div><div class="mw-collapsible mw-collapsed"><br><br>


Description. This can be accessed by going to <i>Other > Listings</i>.<br><br>
Description. This can be accessed by going to <i>Other > Listings > Prospect Requests</i>.<br><br>


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[[File:.png|800px]]
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{{#lst:Template:TracCloudListingDescriptions|List_All}}
{{#lst:Template:TracCloudListingDescriptions|List_All}}
{{#lst:Template:TracCloudListingDescriptions|Search}}


{{#lst:Template:TracCloudListingDescriptions|Power_Search}}
{{#lst:Template:TracCloudListingDescriptions|Power_Search}}
{{#lst:Template:TracCloudListingDescriptions|Saved_Searches}}


{{#lst:Template:TracCloudListingDescriptions|Selected}}
{{#lst:Template:TracCloudListingDescriptions|Selected}}
{{#lst:Template:TracCloudListingDescriptions|Views}}
{{#lst:Template:TracCloudListingDescriptions|Print}}


{{#lst:Template:TracCloudListingDescriptions|New_Record}}
{{#lst:Template:TracCloudListingDescriptions|New_Record}}

Revision as of 15:52, 12 April 2024

    This page is still in-progress! Come back later for information.



Prospective Students

Profile Pref: Allow user to generate prospect
Group Prefs: Allow user to create prospective student requests
Group Prefs: Table Access

Prospective Students from Students Listing
Log Listing Display
Prospect Requests listing
Other Status explanation and use

8771018.png

  • 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 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.


Prospect Request Listing


Description. This can be accessed by going to Other > Listings > Prospect Requests.

File:.png


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.

9599148.png


  • 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 ().
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  • 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.