TracCloud Dashboard: Difference between revisions

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<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Welcome Messages</b></big></div><div class="mw-collapsible">
<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Welcome Messages</b></big></div><div class="mw-collapsible">
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<div style="float:left; padding: 0em 0.5em 1em 0.5em;">[[File:0000000.png|550px]]</div>
<div style="float:left; padding: 0em 0.5em 1em 0.5em;">[[File:3772016.png|550px]]</div>
<b>Can be displayed for: <span style="color: green">Students</span>, <span style="color: blue">Staff</span>, <span style="color: brown">Faculty</span></b><br>
<b>Can be displayed for: <span style="color: green">Students</span>, <span style="color: blue">Staff</span>, <span style="color: brown">Faculty</span></b><br>
Description
Unique welcome messages can be created for students, faculty, and staff. These messages support both HTML and Twig for formatting and personalization of the message (e.g., greeting the user by name). There isn't a limit for the message length, so you can display as much information as you need to share with your users.


<b>Relevant wiki articles:</b>  
<b>Relevant wiki articles:</b> [[TracCloudGuideGlobalWelcome|Welcome messages]]
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Revision as of 17:55, 8 December 2023

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TracCloud Dashboard

Description

File:2848788.png


Search Availability



1538378.png

Can be displayed for: Students, Staff, Faculty*
The search availability widget is one option available to staff/faculty for booking appointments on behalf of students, and it's the only option available to students themselves. Access to search availability widgets is typically based on center access. If a user has scheduling access in their permission group, they will be able to access the relevant search availability widget. Faculty are only able to access this widget as part of the SAGE module.

Relevant wiki articles: Scheduling, Search Availability Widgets


Upcoming Appointments



Can be displayed for: Students, Staff
Description

Relevant wiki articles:



Welcome Messages



3772016.png

Can be displayed for: Students, Staff, Faculty
Unique welcome messages can be created for students, faculty, and staff. These messages support both HTML and Twig for formatting and personalization of the message (e.g., greeting the user by name). There isn't a limit for the message length, so you can display as much information as you need to share with your users.

Relevant wiki articles: Welcome messages



Announcements



Can be displayed for: Students, Staff, Faculty
Description

Relevant wiki articles:



Faculty Options



Can be displayed for: Faculty
Description

Relevant wiki articles:



Utilization



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Can be displayed for: Staff
This utility offers an easy way for your staff to access and modify recent visit records without going through the full attendance listing. Access to this utility can be provided in their permission group and also follows the rest of the group's permissions in determining what visits they can view and modify.

Relevant wiki articles: Visits



Asynchronous Communications



Can be displayed for: Students, Staff
Description

Relevant wiki articles:



Search Students



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Can be displayed for: Staff, Faculty
This search box is simply a quick way to initiate a search on the students listing.

Relevant wiki articles: Students Listing



Status Charts



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Can be displayed for: Staff
Status charts offer a snapshot of your visit data based on a custom date range. There several charts available, with access being provided based on a staff member's permission group.

Relevant wiki articles: Dashboard charts


Center Status



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Can be displayed for: Staff
Center status displays appointment and visit totals. The first column shows currently visiting or waiting students, the second shows total visits/appointments for the current day, followed by totals for the term, and the total unique students seen for the term. Access to this widget is provided in the Center Access tab of the staff permission group.

Relevant wiki articles: Visit tracking, Scheduling



Center Visits



Can be displayed for: Students
Description

Relevant wiki articles:


Student Tasks



Can be displayed for: Staff
Description

Relevant wiki articles:


Watch List Students



Can be displayed for: Staff
In addition to watch list indicators appearing in other records and listings, you can also display those watch lists and the students they're linked to directly on the dashboard. Access to the lists and the widget itself must be provided in the staff member's permission group.

Relevant wiki articles: Custom Lists, Dynamic Lists, & Watch Lists


Other



Can be displayed for: Students*, Staff*
Description

Relevant wiki articles:


Surveys/Documents



Can be displayed for: Students, Staff, Faculty
Description

Relevant wiki articles:



Q2 Tables



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Can be displayed for: Staff
Description

Relevant wiki articles:



SAGE Referrals



Can be displayed for: Staff
Description

Relevant wiki articles:



Success Plans



Can be displayed for: Staff, Faculty*
Description

Relevant wiki articles:



Success Plan Status



Can be displayed for: Students
Description

Relevant wiki articles:



Work Plan Status



Can be displayed for: Staff
Description

Relevant wiki articles: