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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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May
15
Auto Termination Function: Make It Work For Your Center
Posted by Luis Frias on 15 May 2017 03:28 PM

 

AUTO TERMINATION FUNCTION:

MAKE IT WORK FOR YOUR CENTER

 

In this newsletter, we will discuss an important function of the Trac system called Auto Termination. The Auto Termination process has two functionalities, the first, is to log out any and all visits which remain on the log listing at the end of the night and set the end time of those visits to a duration you designate. The Second functionality, reviews the duration time of all visits logged for the day and if the visit time is greater than the time you have specified, the system will then adjust the duration of that visit to the time you have designated.

 

Configuration and Set-Up

As a SysAdmin- Go to the Magnifying Glass-> Choose your Profile -> Select the “Prefs” tab -> Click the “Log in/out” Tab. Scroll down the list of settings to the “Auto Terminate Visits Longer Than” Section to begin the configuration.

 

Auto Terminate Visits Longer Than

The auto terminate visits setting is activated by entering a number of minutes in field one. Entering a number of minutes in field two, will assign all visits for the current day that have a duration greater than the number of minutes entered in field one, to the duration set in field two, when the Auto Termination process runs.

For example, if field one is set to 120 minutes and field two is set to 60 minutes, the system will review all recorded visits for the day and If a student’s visit time is greater than 120 minutes, the Auto Termination process will change the visit duration to the second field, in this example is 60 minutes

Entering a number in the field one and setting field two to blank or zero will cause the visits to be deleted, if the student visit time exceeds the duration in field one.

For example, if field one is set to 120 minutes and field two is set to either blank or zero – If a student’s visit time is greater than 120 minutes when the Auto Termination process runs, the visit will then be deleted from the system.

 

 

 

Allow Terminate on Log Listing

Checking the check box labeled as three (Allow Terminate on Log Listing) This will place a terminate button on the log listing. Clicking this button will Automatically delete the visit from the Trac system if there is not a specified number of minutes in field four.

If there is a specified number of minutes in field four and the Auto Terminated button is clicked, the visit will automatically be log out and the duration will be set to the duration specified in field four.

 

Field four is activated as its own setting if a number of minutes is entered in field four. When the Auto Termination process runs, it will log out any and all student visits which remain on the Log Listing. If the student does not log out or forgets to log out, this process will log the student out and set the students visit duration time to a time that you designate in field four.

 

Auto Termination Auto Event

The Auto Termination Auto Event sets the time of day that the system will terminate all remaining visits on the log listing as well as adjust visit durations based on the settings set up in the center Profile Prefs. This Auto Event is typically ran each day after all of the centers have closed and no longer offering services. This Auto Event can only be managed by System Administrators of your Trac system.

To Manage this Auto Event:

As a SysAdmin- Go to the Trac Navigation -> Tracman Icon -> Utilities and Prefs -> Auto Events Tab -> Select Auto Termination

 

Click on the link for Auto Termination to View the Configuration. Check the Box “is Pending” to Activate. Last Preformed should be set to the previous days Date. For Example; if today’s date is 1/2/2017 set Last preformed date to 1/1/2017.

Under the Schedule Date & Time – Schedule set to “Daily”. The Time should be set to a time after your center has closed and before midnight. Click save to complete the setup of the Auto Event.

 Note: Do not set the process time to midnight, rather set the time for 11:59 pm if needed.

 

 

Emails Related to Auto Termination

When a student’s visit is Auto Terminated from the Log Listing the system can also send one customizable email to all students. To edit this custom email: Utilities and Prefs> Advanced Prefs> In the Search Bar Search for “TerminatedEmail”. Here is an Example of a terminated email:

 

 

This Email can be enabled or disabled. To Disable the email, follow these steps: Utilities and Prefs> Advanced Prefs> In the Search Bar Search for “SendterminatedEmails”. Click the Preference and set to “no” to disable, and yes to make the Terminated emails active.

 

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!


Read more »



May
3
The Trac System and Your Athletic Department
Posted by Jennifer Turley on 03 May 2017 04:19 PM

MAKE THE BIG SCORE: Maximizing the Trac System For Student Athletes

With nearly a half a million NCAA student-athletes, tutoring and learning centers are experiencing more and more traffic from this group. Fewer than 2 percent of NCAA student-athletes go on to be professional athletes so student-athletes depend on academics to prepare them for life after college. On average, student athletes require strong time-management skills and some thoughtful planning with academic advisors.

 

Trac Systems can help you track and support this special population of students!

 

Setting Up Custom Field for Student-Athletes

First and foremost, we need to set up your system to recognize student-athletes. We will utilize one of the custom student fields, which can be imported from your SIS. With this info, we can create Athletic Student Lists.  This data can feed into reports that can even be sent automatically to coaches. This will also allow other users the ability to quickly and easily identify a student as an athlete. Along with using the custom fields to track the Athletic Sport, you can also customize a field to keep track of the hours of tutoring/advising that your athletes are required to have.

(NOTE: If you are currently not tracking this information you will need to work with your IT department and Redrock Software to update your current import.)

  

Adding Athletes to a Custom List Based off the Student Custom Field

Now that this information is being tracked, we can easily identify a student as an Athlete which allows us the ability to isolate these students, add them to a list and run specific reports for those Athletes.  These lists can be created by using the Power Search feature of the Trac System. By utilizing the Power Search this allows us to set up specific criteria that can be saved as a dynamic list. A dynamic list will automatically get updated every time the import runs.

Automatic Reports

Now that we have created these individual lists we can set up daily or weekly reports that can be sent to the coaches, regarding only their athletes, if you want that to occur. This nightly report allows Coaches to address behaviors or issues as soon as possible.

Below we see an example of a report that the coach can receive. This will show only the students for their particular sport and will include visit information and any notes that were entered. This allows the coaches to be easily see which students are coming in for Tutoring/Advising, what they are working on, and session notes.

These reports can be automated to send Daily, Weekly, or Monthly and can be sent directly to the coaches! This helps save time and make sure that everyone is getting notified as needed.

 

Time Check Feature

The Time Check feature is a checkbox that can appear on the Log Student window that allows the student to check their hours for the week. This is helpful if your Athletes are required to attend tutoring/advising for a certain number of hours a week. The student can then check this box and then "log in" for a visit (see below):

Instead of being logged in for a visit, it will show a custom message with that students total hours for the week and how that compares to their required study hours.

 

Just the beginning….

Trac System is powerful and flexible for all your needs.  Managing student-athletes visits and monitoring their progress is one way you can keep students on track for graduation!

If you are interested in setting up any of the features in this week’s Newsletter or have any other questions please open at Ticket at our Helpdesk by visiting,

 https://helpdesk.go-redrock.com/.

Thank you for your continued support!


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Apr
14
Redrock Conference Wrap-up
Posted by Jennifer Turley on 14 April 2017 04:57 PM

Hello Redrock Customers!

To everyone who attended our 2017 Annual Redrock Conference, we thank you for another successful year! We appreciate the time and energy you took to improve your knowledge of the Trac Systems. To everyone who could not make it to our conference…worry not! Here’s what you missed!

The first and most exciting part of this conference was getting an official look at the next version of the Trac System, Trac Cloud! Lead Developer and owner of Redrock Software, Kelly Corder, gave an exclusive look of some of the new and exciting features of TracCloud including scheduling, logging visits and reporting. TracCloud is the next revolutionary step in Center Management and will give Users greater control over their data and make management simpler than ever!  A few of the new features that were showcased are: 

  • “View” feature: This brand new feature will give Users a new way to group, store, and report on their data; as well as allow Users to create “Custom Views” that can be saved and returned to at any time. 
  • “Chart Generator”: This feature will allow Users to take any View into the new Chart Generator and have the option of creating Bar, Pie, or Line graphs of their data. In addition, any view will offer Users a CSV export option.

If you were not able to attend the conference you can still have access to a few short demo videos featuring the new TracCloud Dashboard and Student Entry, the Schedule and KIOSK Log-In, and the Student Listing and Views. We will also continue to post any updates about TracCloud to the following link:

https://www.go-redrock.com/traccloud-updates/ 

Along with these videos you can also access all of the session PowerPoints and handouts over the entire conference weekend. All this information can be found by clicking on the following link:

https://www.go-redrock.com/2017-conference-powerpoints/

We are already working and planning for next year’s conference which will be April 4th through the 7th, 2018.  Watch for new and exciting changes coming in the near future. Thank you!


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