2015 redrock software conference hitchhiker’s guide to the trac system navigating your trac system...

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2015 Redrock Software Conference 2015 Redrock Software Conference Hitchhiker’s Guide To The Trac System Navigating Your Trac System With Iliana Ramos and Jennifer Turley

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Page 1: 2015 Redrock Software Conference Hitchhiker’s Guide To The Trac System Navigating Your Trac System With Iliana Ramos and Jennifer Turley

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Hitchhiker’s Guide To The Trac System

Navigating Your Trac System With

Iliana Ramos and Jennifer Turley

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Overview

Learn how to effectively use the Trac Navigation Bar to:

• Use Quick Search Options• Search Students, Visits, etc.• Sort the Log Listing• System Preferences• User Guide & FAQs

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Trac Man IconThe Trac Man icon will allow users to navigate anywhere in their Trac product.

• Main Menu• Log Listing• Module Managements• Utilities and Prefs• Other Useful Link

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Quick Search Options Standard Search Options

@ is the Wildcard= is equal to# is not equal to> is greater than>= is greater than or equal to< is less than<= is less than or equal to... is a range of values; is used between multiple REQUIRED phrases

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Quick Search Options Special Date Search Options

TodayThis weekThis MonthThis SemesterYesterdayLast WeekLast MonthTomorrowNext WeekNext Month

Other visit field search options

rsn= for a specific Reasoncons= for a specific Consultantsect= for a specific Sectionctr= for a specific Center

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Searching the Student Listing

Searching for Students using the Trac Navigation can be done by entering their:• ID• Name• Birthdate• Handle• Any other Student Field

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Other Student Search Options• Search– Standard Search Tool– Used to search by specific Student, Visit, or Registration

information• Power Search– Advanced Search options– Search Multiple fields and values at once, including ranges of

information.• Utility Search– Allows search by multiple options for same field– Can also be used to find duplicate profiles

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Searching for VisitsSearching for Visits using the Trac Navigation bar can be done by entering:

• Date or date range• Specific date words (Today, last week, etc.)• Student ID

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Other Visit Search Options• Standard Search– Allows users to search for visits with multiple

criteria at once– Use the “@” symbol as a wildcard in search fields– Can still search date ranges

• Power Search– Can search for custom visit questions– Can search for multiple situations

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Registration Search OptionsUse the Trac Navigation to find Registrations by searching :• Student Name• Section

Standard Search:• Active Registrations• Section or Course description• Specific Term or Grade• Courses from an Instructor

Power Search• Can search for Registrations based on Student information such as Major

or Custom Fields

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Search for Faculty• Can search by Faculty Full name• Can search by Department• Search by Username• Standard Search:– Search by email address– Search by phone number

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Log ListingCan filter the list of Students shown by two categories.• Sort Students by Name• Sort Students by ID• Sort Students by Center• Sort Students by Subject or Reason

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Utilities and Prefs

• Access to Destructive Utilities• Different options listed based on Listing accessed

from• Allows Administrators with access to adjust settings

that affect entire application

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For additional Support• User Guide and FAQ:

• These options will open another tab or window and direct you to the Redrock Wiki.

• TutorTrac.com and Request Support:• Will give you the option to fill out a request form.

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ConclusionThe Trac Navigation is a powerful tool. There are many options when searching for historical records, to allow you to quickly find the records you need. Take some time to get to know this function, and it can help you better utilize your application.

Redrock Software

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Helpful Links• http://www.tutortrac.com

• http://www.advisortrac.net

• http://wiki.go-redrock.com

• http://wiki.go-redrock.com/wiki/Search_Options

• http://helpdesk.go-redrock.com