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Jul
12
Mobile View: The Trac System Literally at Your Fingertips!
Posted by Jennifer Turley on 12 July 2017 10:25 AM

Mobile View: The Trac System Literally at Your Fingertips!

Technology can be a powerful tool for transforming learning. In a society where mobile devices can be found on every person, it is vital that the Trac System be accessible from all devices whether that is a computer, Ipad, Tablet, or phone. In this Newsletter, we will be showcasing the MobileView Module and how it applies to your Trac System.

 

DESKTOP vs. MOBILE

Currently when students log in from their desktop, they will be presented with a screen similar to the one below (depending on what you choose to let your student’s access):

 

AND, this is what it looks like for this same student but with MobileView activated on their Trac System and accessed from a Mobile Device:

 

As you can see when accessing the Trac System from a mobile device, the Main Menu is a lot more simplified and easy to use depending on what the student needs to access. Now we will take a look into what these different views will look like in MobileView.

WELCOME MESSAGE

This is where any custom welcome message or images can be displayed for your students. When in MobileView the student just needs to simply click on “Welcome!” and it will display the Welcome message below the tab:

 

SEARCH AVAILABILITY 

When students click on this link it will take them to the “Search Availability” screen where they can enter the search criteria to find open availabilities with consultants.  Below is what the Search Screen looks like as well as the Availability screen:

 

 

CONFIRM BIO 

This option allows the students to be able to confirm their contact information in the Trac System. It will just pull up a screen that allows them to verify that their information is correct within the system.

 

RESOURCES 

This allows the students to see all of their resources that are available in the Center(s). They can look at this list ahead of time to see what will be available when they come in to the Center. This lets them know what resources are either available or checked out.

 

VISIT HISTORY

Students can log in to the system at any time and view information about all of their visits. By clicking on this tab students are able to see details about all of their visits to any of the Centers that they have permission to view.

 

DOCUMENTS 

By clicking on this tab students are able to view documents that have been uploaded to their student profile, as well as have the ability to upload new documents if given the correct permissions.  Below you will see what a student sees when looking at the “Documents” tab in MobileView.

 

MESSAGES

Finally, students can click on the messages tab to view all of the messages that have been sent out. These can be confirmation emails about appointments, reminder emails of upcoming appointments and then if they miss or cancel an appointment they would receive an email about that as well. This tab allows them to quickly check all of their messages.

 

The MobileView module provides an easier way for students/consultants to navigate through the Trac System to check their schedules, book appointments, and view their appointment/visit history. If you have any questions about MobileView you can reach us by visiting https://helpdesk.go-redrock.com. As well as you can contact our sales representative Laura Reed, for any purchasing information by emailing Sales@go-redrock.com. Definitely let us know if you have any additional questions or if there is anything else that we can do for you.

Thank you for your continued support!


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Jun
28
Creating Custom Questions
Posted by Jennifer Turley on 28 June 2017 07:55 AM

 CREATING CUSTOM QUESTIONS

 

In this Newsletter we will take a closer look at Center Profile “Custom Fields” Tab and how you can use it to create custom questions that appear when the students log in/out or in the Visit Entry window.

These questions are a perfect way to get additional feedback from the students when they log in or when they are entering the visit notes from the Visit Entry Window.

 

ADDING A QUESTION

 

 

To add a question, go to the Trac Navigation > Hover over the Search Glass > click on your Center Profile > click on the Prefs Tab > Custom Fields > select an available “Custom Visit Field” > enter the question, choices and where you want it to appear > then save.

 

Name/Prompt: Is the question you want to appear

Type: Alpha: will display as a drop down with you choices

          Text: will allow the student to type in their own answer

Choice: Needs to have the answers to your questions if you select the type as “Alpha”

Required Box: The question must be answered in order to continue to Log In/Out

Appears: Will allow you to display the question on the Log In, Log Out or Visit Entry

Access Option: Determines who can view the answers to the question.

 

QUESTION LOCATION

Here are a few examples of where the custom question can appear within your Trac system.

 

 

 

 

More Questions?

We hope that you find this newsletter helpful and as always if you have any questions on this or any other features, please feel free to let us by emailing Helpdesk@go-redrock.com or submitting a ticket.  Enter any comments below.

Thank you for your continued support!

 


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Jun
21
Customize Your Trac System
Posted by Jennifer Turley on 21 June 2017 09:05 AM

CUSTOMIZING YOUR TRAC SYSTEM IN 5 EASY STEPS

 

In this week’s Newsletter we will be discussing how to customize your Trac System. We will talk about how to upload your Campus Logo and Name, edit the Main Menu, add your campus colors and customize Notices on the Main Menu for different Users of your Trac System. As System Administrators there are many ways that you can customize your Trac system and we are here to show you!

 

UPLOAD CAMPUS LOGO AND ADD CAMPUS NAME

The first and easiest way to customize your Trac System is to upload your campus Logo. This can be done by going to the Trac Navigation -> TracMan Icon -> Utilities and Prefs -> Custom Utility tab -> Change the dropdown from “Standard” to “SysAdmin” -> Upload Campus Logo -> Execute. This will bring up a page asking you to find the logo, and upload it to your System.

NOTE: Make sure that the height of the image does not exceed 75 pixels and the width does not exceed 350 pixels, for optimal appearance.

After the Logo has been updated you can also add your Campus Name so it will appear beneath the Logo. To do this you will need to go to the Trac Navigation -> TracMan Icon -> Utilities and Prefs -> System Prefs tab -> Search for “Campus Name” -> Add Campus Name and click Save.  The Campus Name will appear in the upper-right corner of the Trac System under the school logo. This is a global name for all users across all profiles. Typically the name of your College or University is entered here because it applies to all profiles.

 

CUSTOMIZE CAMPUS COLORS

Want to customize the colors in your Trac system to match your School colors? To change this setting you will need to go to the Trac Navigation -> TracMan Icon -> Utilities and Prefs -> System Prefs tab -> Search for “campusColorData” -> Here you will be able to adjust the colors of the title bar, the title text, the window background, and the window drop shadow. You can use the preview box to test out your changes, and once you have decided on the color scheme just click “Save” to apply the changes to your system.

 

EDIT THE MAIN MENU

Another great way to customize your Trac System is to edit the Main Menu with either a welcome message or instructions for your Users. Please keep in mind that in order to edit the Main Menu, you must be logged in as a System Administrator. Once logged in as a SysAdmin you will see a pencil icon on the lower left corner of the Main Menu. When you click on that icon it will open a window that allows you to create a custom message.

Some of the options available to you when creating this Welcome Message:

  1. Full Screen
  2. Preview
  3. Search
  4. Paste from Word document
  5. Font Color
  6. Background Color
  7. Bookmark
  8. Hyperlink – Allows you to change any text link into a Hyperlink
  9. Insert Image
  10. Insert Graph
  11. Absolute- Add text to surround image
  12. Insert Special Characters
  13. Insert Line
  14. Form Editor – Allows you to create Radio Choices, Checkboxes, Lists, etc…
  15. Remove Formatting
  16. View/Edit Source

Along with all of these options you can also add HTML coding to create a more custom Main Menu. This message that is edited on the Main Menu will appear for all administrators of the application, however if you would like to also create custom messages for the Students, Consultants, Faculty or Users. You can add Notices to this main menu that can only be viewed depending on the type of account that is used to log in. These Notices are Profile based, which means that whichever profile that they are created under they will be displayed for all the Centers in that profile.

You can edit these Notices by going to the Trac Navigation-> Search Glass-> Center Profiles-> Select Profile-> Prefs tab-> Notices tab-> Edit the type of Notice you want to create-> Click Save.

 

More Questions?


We hope that you find this newsletter helpful and as always if you have any questions on this or any
other features, please feel free to let us by emailing Helpdesk@go-redrock.com or submitting a
ticket. Enter any comments below.


Thank you for your continued support!


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May
31
Sections & Reasons: Making the Most of Recording Visits and Appointments
Posted by Jennifer Turley on 31 May 2017 03:20 PM

SECTIONS & REASONS:

Making the Most of Recording Visits & Appointments

 

Recording Visits/Appointments is the bread and butter of the Trac system. While tracking the dates and times of your student visits is important we often ask for a little more information about these sessions in the form of Sections or Reasons. Most Trac systems are already using Sections and/or Reasons in a basic form but there are several options in regards to these parameters that can help you customize them to meet your data gathering needs. In this week we will explore these options and their functions.

 

 

Reasons Options

First up are the advanced Reason options. To start you will want to head over to your Center Profile(s) from the magnifying glass in your Trac Navigation. Choose the Center Profile you wish to work with and head to the Reasons tab. Here your current Reason options in the system will be listed. Clicking on the name of one of these reasons will provide you with a screen similar to this:

As you can see there’s a lot more to a Reason than its name. Below we breakdown the different options you see:

Reason Options

  • Is Work Reason - This reason will only show if the student being logged in is linked to a consultant account (They are a tutor/advisor/coach/etc.)
  • Is Staff Reason – Will not show on a kiosk, only staff-logged visits will have this option
  • Tip – Store information about the reason here like a tooltip.
  • Do NOT SHOW for Appointments – Does not show as an option for appointments, only for visits.
  • Do NOT SHOW for Login/Out Process – Don’t show for real-time visits, only quick visits/batch visits entry.
  • Auto logout after X minutes, do not wait full time – Automatically logs visits out if still logged in at the duration. Do not wait full time immediately logs the visit in and out with a fixed duration.
  • Notify when student still logged n after X minutes, snooze time Y minutes – Displays an alert on the Log Listing if the student is still logged in past the set time. Snooze removes the alert for the snooze duration.
  • And send email to _ - Sends an email to notify someone of a still logged in visit.

Alert/Snooze Button :

Using these options you can exercise more control over your Visits/Appointments. Whether it is automatically logging students out after a set time or making a Reason available only for Quick Visits the choice is up to you.

 

Sections Options

Sections are generally used to gather information on the subject or course of a meeting but can be also be used to denote a workshop, campus event, or even just an “Other” option. Venturing over to the Sections tab of your Center Profile will show you all of the Sections for the current term. You can also use the Term search box to view Sections for other terms such as Term 0. Redrock support will often times recommend Term 0 be used for more timeless options that don’t need to be tied to  a specific term. Clicking on any Section (whether a current one or not) will bring up a similar screen:

Three checkboxes can be found within each Section. Their use is as follows:

  • Non Enrolled (Available to All) – Makes a section show as an option regardless of enrollment, generally used for options that aren’t specific course sections.
  • Is Work Section (Available to Consultants Only) – Hides the section from students but allows consultants to be logged with it.
  • Do Not Display on Search Availability – Hides the Section from the Search Availability screen.

With knowledge of these advanced Section and Reason options you can more precisely gather your data and Trac workflow.

 

More Questions?

We hope that you find this newsletter helpful and as always if you have any questions on this or any other features, please feel free to let us by emailing Helpdesk@go-redrock.com or submitting a ticket.  Enter any comments below.

Thank you for your continued support!


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May
24
Maximizing Trac Systems Kiosk Functions
Posted by Iliana Visser on 24 May 2017 02:30 PM

 

MAXIMIZING TRAC SYSTEMS

KIOSK FUNCTIONS

 

In this Newsletter we will take a closer look at Kiosk and how you can use the different options within the Kiosk settings to create a log in station Kiosks, or student sign in stations, can be setup at your Centers to facilitate an efficient login / logout process. If having Front Desk Staff sign students in is not a feasible option, Kiosks can be an effective alternative to recording accurate Visit data.

 

The Kiosk Station does not have to be staffed in the conventional sense and does not need to be actively overseen by a staff member. Since a Kiosk account is primarily used by Students, access is very restricted. Students can sign into a Kiosk station when arriving and departing their visit.

 

The Kiosk is not used for any other activity and as a result students cannot access any confidential information from the KIOSK mode.

 

 

Kiosk: Group Access Preferences

Kiosks are created within the Group Access Preferences. Any User assigned to the same Group as a Kiosk can switch to Kiosk mode. A User (this might be an administrator, coordinator, supervisor, front desk staff, student worker, etc.) can log into the student sign-in station with their own account, and then switch to Kiosk mode from the Trac Navigation Menu by clicking on the TracMan icon.

Before we create a Kiosk, we must first make sure that the Group we are creating the Kiosk for has the appropriate preferences activated. Navigate to your Trac Navigation > Search Glass > Center Profile > click on your Profile > Group Access Tab.

Kiosk - Check Log Visits

Make sure that the first checkbox (Log Visits To) is activated for the Group in Selection (for this example, Front Desk Staff). This checkbox must first be activated in order for the preferences that we need to activate in the future to be functional. Now select the Group of your choice. Click on your Group’s name to open the preferences for that group. The first tab selected will be the Center Access Tab. Here we will need to add the appropriate subcenter(s) to the Log Visits To category.

Kiosk - Log Visit To Option

In the Log Visits To category, click on the blue dropdown arrow Drop Down Arrow next to the all and clear buttons. Select the appropriate subcenter for your Kiosk, and save.

 

 

Creating the Kiosk

Now that we’ve set the necessary preferences, we can create a Kiosk account. To do this, within your Group Entry Preferences, navigate to the Kiosk List tab for your selected Group. Here we can click on Create New to begin the process of creating a Kiosk.

Kiosk - Group Kiosk Tab

First type a name for your Kiosk in the KIOSK Name field. 

Once you've named your Kiosk, we will need to click Save KIOSK before we further modify its settings. After saving your KIOSK, click on your KIOSK name.

 Kiosk - Options

At this point, you have the option of Assigning the Kiosk to a specific Center through the Linked subcenter function. You can do this by clicking on the dropdown arrow next to the Linked subcenter field, and indicating the Center in the Assigned Center preference. Now Students that sign in through the Kiosk will always be signed in to the Assigned Center.

 Kiosk - Link Center

 

 

Opening the Kiosks

Users that are assigned to the Group containing the Kiosk will then be able to log in to the designated computer using their credentials. Once they do, they can click on the Trac Man icon, and select Enter Kiosk. Once they have designated which Kiosk to Enter, the system will log the application in to that Kiosk account.

Kiosk - Open Kiosk as User

Kiosk Mode

 

More Questions?

We hope that you find this newsletter helpful and as always if you have any questions on this or any other features, please feel free to let us by emailing Helpdesk@go-redrock.com or submitting a ticket.  Enter any comments below.

Thank you for your continued support!

 


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