TracCloudWhatsNew2024-04-01 1: Difference between revisions

Custom appointment links, a new report, custom meeting blocks, and more in TracCloud for the month of March 2024. Our full changelog can be found here.

Search Appointment Links

You can now create preset search availability links that you can easily share with your students. These links can be preassigned to a center, subject, reason, consultant, modality, or type so that your students only see the results you want them to see when using these links. You can additionally generate QR codes for each link (or even QR codes for specific availabilities) to print out and more easily display for students. To learn more about this feature, head over to our profile scheduling preferences article.

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New Report: Visits by Week by Center

This report provides the total visits by week and center for the date range selected, as well as a total for the entire week across all centers. "Show Totals Bar Chart" can be enabled to show a chart with a line for each week. Click here to learn more about this report.

Reports

SAGE Referrals by ?? has a new option to email referral information to each consultant in the results. Click the report hyperlink to learn more on how this can be configured.

Average Wait Time report has a new option to show bar charts for your data.

The "blankornull" keyword (used in power searches to find blank values) can now be used in the additional search menu reports with that option available.

The Usage Snapshot report has new chart options available.

Other Changes

Access to the appointments listing can now be given to any staff account based on permission group (rather than only profile and system administrators). This table access can be provided in permission groups under the "Admin/Modules" tab.

You can now add custom text to online and asynchronous appointments, similar to the existing option to add extra text to in-person appointments. These text fields can be found in your System Preferences under "General Appointment Settings."

The custom fields menu in system preferences has new filters to only view fields assigned to a certain page or in a certain profile.

The kiosk/log listing work visit login prompt can now be changed to fullscreen (), which keeps it open between logins. This allows you to turn any kiosk into a dedicated work visit kiosk.

Resources and Resource Types now have standard listings to make it easier to search for and manage your resource records.

Password strength indicator added when setting a local account password.

There's a new option in Search Availability Options > Additional Settings to relax reason specialties requirements on the staff schedule, so appointments/availabilities can be manually created for any reason. (Note: this was previously the default behavior of TracCloud, so this option is enabled by default for all existing customers to prevent unexpected changes.)

Max appointment rules based on status can now use the | character to apply the rule to multiple statuses (e.g., "Missed|Canceled").

@@ Line 35: / Line 35: @@
 <div class="line"></div>
-<big>Title</big><br>
+<big>New Report: Visits by Week by Center</big><br>
-Description
+This report provides the total visits by week and center for the date range selected, as well as a total for the entire week across all centers. "Show Totals Bar Chart" can be enabled to show a chart with a line for each week. [[TracCloudReportsStudents12|Click here to learn more about this report.]]
-[[File:.png|700px]]<br><br>
+[[File:1852124.png|700px]]<br><br>
 <div class="line"></div>
 <big>Reports</big>
+* [[TracCloudReportsSAGE02|SAGE Referrals by ??]] has a new option to email referral information to each consultant in the results. Click the report hyperlink to learn more on how this can be configured.<br><br>
 * [[TracCloudReportsManagement20|Average Wait Time]] report has a new option to show bar charts for your data.<br><br>
 * The "blankornull" keyword (used in power searches to find blank values) can now be used in the additional search menu reports with that option available.<br><br>
+* The [[TracCloudReportsManagement13|Usage Snapshot]] report has new chart options available.<br><br>
@@ Line 57: / Line 61: @@
 * The [[TracCloudGuideGlobalCustom|custom fields menu]] in system preferences has new filters to only view fields assigned to a certain page or in a certain profile.<br><br>
+* The kiosk/log listing work visit login prompt can now be changed to fullscreen ({{#fas:maximize}}), which keeps it open between logins. This allows you to turn any kiosk into a dedicated work visit kiosk.
+::[[File:5014638.png|400px]]<br><br>
 * [[TracCloudGuideBasicsResources|Resources and Resource Types]] now have standard listings to make it easier to search for and manage your resource records.<br><br>
+* Password strength indicator added when setting a local account password.<br><br>
+* There's a new option in [[TracCloudGuideGlobalSearchAvail|Search Availability Options > Additional Settings]] to relax reason specialties requirements on the staff schedule, so appointments/availabilities can be manually created for any reason. (Note: this was previously the default behavior of TracCloud, so this option is enabled by default for all existing customers to prevent unexpected changes.)<br><br>
 * [[TracCloudGuideProfilePrefsSchedule|Max appointment rules]] based on status can now use the | character to apply the rule to multiple statuses (e.g., "Missed|Canceled").<br><br>

TracCloudWhatsNew2024-04-01 1: Difference between revisions

From Redrock Wiki

Revision as of 09:44, 1 April 2024

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