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Jodie Huddle

Utilities ,. Preferences,. a nd Events ,. Jodie Huddle. … Oh My!. Session Content.

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Jodie Huddle

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  1. Utilities, Preferences, and Events, Jodie Huddle …Oh My!

  2. Session Content This session covers advanced aspects of yourTrac system. We will review administrative tools used to help manage your system. We will also explore additional system preferences that allow you to further configure your Trac system to your needs.

  3. Overview • Auto Events • Auto Reports • Custom Utilities • System Preferences • Advanced Preferences

  4. WARNING Batch utilities allow you to perform searches, data changes and various other operations on a selection of records. Many of these operations can not be undone so do not activate a destructive process if you are unsure of the results.

  5. Custom Utilities As a System Administrator, there are numerous utilities at your disposal. Many of these utilities are available to regular administrators as well. We’ll start with the Custom Utility Tab.

  6. Custom Utilities There are three categories of utilities: Standard, Advanced, and Sys Admins. While some utilities may appear in multiple categories each category may contain particular commonly used utilities.

  7. Custom Utilities Here some notable utilities from each category that we will take a look at: • Standard • Import Student Data • View Import Status • Reset Center Status / Missed • Copy Specialties • Resend Appt Confirmations • Advanced • Login as User • Sys Admins • Upload Campus logo • Reset Color Data • Reset myPrefs • Activate Module • Duplicate Group

  8. Custom Utilities – Change Values If you were on a Student, Visit, Registration, or even Section listing before opening your Utilities and Prefs you window may look slightly different. It will include the Delete and Change Value tabs. Using these tabs you can manipulate data that is on the current listing. You might use the Change Value tab to correct a batch of incorrectly entered visits!

  9. System Prefs The System Prefs tab contains preferences dealing with: student access, displayed messages, mail settings, the current term and more.

  10. System Prefs • System Preferences are organized into categories. Commonly used Categories include: • System • Campus Information • Student Data • Single Sign-On Settings • Watch List Indicator Setup

  11. System Prefs • Key System Prefs • Student Access • Mail Settings • CurrentTerm • SemesterStart • SemesterEnd

  12. Advanced Prefs The Advanced Prefs tab contains most of the same preferences as System Prefs + more. These preferences are accessed by searching for them first. Some preferences such as missed appointment windows can be found here. @tol

  13. Advanced Prefs Searching using the @ symbol can help you find preferences. Here is an example of the SCRIPT:Import preference that contains the custom import script created by Redrock

  14. Auto Events & Auto Reports Here, you can manage the various automatic processes in your Trac system. These may include imports, email reminders, exports, emailed reports and other tasks.

  15. Auto Events Clicking on the name of an event will bring up it’s entry page. Here you can set the parameters for when and how often your event runs.

  16. Ask Redrock! Not sure what a preference does or if it exists? Ask Redrock! Anyone at Redrock support will be glad to help you review some preferences to make sure your Trac system is configured correctly.

  17. Questions? You can visit the helpdesk for quick preference questions.

  18. Reminder Scottsdale Art Walk 5:30pm Tonight! (Sign-up sheet in Lobby.)

  19. On the GoRedrock Conference Guide • Download the guidebookApp on mobile device or tablet • To find the 2019 Redrock Conference Guide: passphrase: 2019rrconference

  20. GUIDEBOOK: Session Evaluation and Handouts • After the session you attended to fill out the Session Evaluation: • Click on Session Schedule then the Session Title • Toward the bottom, click on Session Evaluation • Fill the out the Survey and click Submit • Want the handout for the session you just attended: • Click on Session Schedule then the Session Title • Toward the bottom, in PDFS click on the guide you want to download. Fill Out Evaluation Get Handouts

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