1. Functions
1.1. Scheduling
1.1.1. Overview
1.1.1.1. View for entire center
1.1.1.1.1. Calender View
1.1.1.1.2. All Availability (icon)
1.1.1.1.3. Appointments Only (icon)
1.1.1.2. View for Consultant
1.1.1.2.1. Calendar Mode - Interactive
1.1.1.2.2. Text Mode - Static (use calendar icon)
1.1.1.3. Search for Time Slot
1.1.2. Availability - Consultant
1.1.2.1. Availability Types
1.1.2.1.1. Block-Out (Pink) - No Availability
1.1.2.1.2. Drop-In (Blue)
1.1.2.1.3. Individual Appt. Slots (Green)
1.1.2.1.4. Group Slots (Yellow)
1.1.2.2. Create & Change Availability
1.1.2.2.1. Drag and Drop Calendar Interaction
1.1.2.2.2. Availablity Parameters Window
1.2. Making Appointments
1.2.1. Appt. Types
1.2.1.1. Drop-In Slots
1.2.1.2. Individual Appt. Slots
1.2.1.3. Group Block
1.2.2. Search for Consultant Availablity
1.2.3. Seach for Time Availability
1.2.4. Reserving Appointment Time
1.2.4.1. Making An Appointment
1.2.5. Appt. Reminders to Students
1.2.6. Appt. on Books: find, cancel, change
1.3. Log In and Out
1.3.1. Log In Procedure
1.3.2. Log-List
1.3.2.1. Change visit parameters
1.3.2.2. Change assigned
1.3.2.3. Log-Out - Front Desk - Visit Entry Icon
1.3.2.4. Conclude Visit Icon
1.3.2.5. Terminate from List
1.3.2.6. PROBLEM: No place to make visit NOTES (like for appointments)
1.3.3. Log Out (front desk)
1.3.3.1. Complete Case Notes (pencil icon)
1.3.3.2. Without case notes (paper & arrow icon)
1.3.3.3. Terminate from List (red dot icon)
1.4. Check-In Student From Log-List
1.4.1. Make Case Notes (pencil Icon) - Visit Entry Window
1.4.2. Access "Student (Data) Entry" window
1.5. Conclude Visit
1.5.1. Case Notes
1.5.1.1. Visit Entry Icon (pencil) - From Log List
1.5.1.2. Student (Data) Entry Window
1.5.2. Enter visit end time
1.6. Student (Data) Entry
1.6.1. General Info
1.6.1.1. Basic Info
1.6.1.2. Custom Campus
1.6.1.3. Center Info
1.6.1.4. Lists
1.6.2. Documents
1.6.2.1. Attach Documents
1.6.3. SAGE (not operational)
1.6.4. Visit Summary
1.6.5. History
1.6.5.1. Visits
1.6.5.1.1. Make / Revise Case Notes
1.6.5.2. Appointments
1.6.5.2.1. Appointment Info
1.6.5.2.2. Visit Info
1.6.5.2.3. Document
1.6.5.2.4. Admin
1.6.5.3. Progress Reports
1.6.5.4. Registrations
1.6.5.5. Resources
1.6.5.6. Messages
1.6.5.6.1. Send Messages to Student
1.6.6. Class Schedule (not operational)
1.7. Documents
1.7.1. Doc Types
1.7.1.1. Upload electronic doc
1.7.1.2. Create new blank doc
1.7.1.3. Doc template
1.7.2. Doc Parameters
1.7.2.1. Type: Admin or student
1.7.2.2. Prevent: student from overwriting or viewing
1.7.2.3. Followup Date
1.7.2.4. Doc notes
1.7.2.5. Save or Delete
1.7.3. Problems
1.7.3.1. Click on doc to view - stuck on blank window
1.8. Personal Preferences
1.8.1. My Prefs
1.8.2. Lemming's Color Tool
1.9. Messages
1.9.1. Message List
1.9.1.1. Review sent message
1.9.2. "Send" Message (=create message)
1.10. Help Resources
1.10.1. User Guide
1.10.2. FAQ
1.10.3. Redrock Wiki
1.11. Currently Not Using
1.11.1. Reports
1.11.1.1. Pre-Formatted Reports
1.11.1.1.1. NOTE: It is SLOW
1.11.1.1.2. Parameters
1.11.1.2. Custom Built Reports
1.11.1.2.1. NOTE: It is SLOW
1.11.1.2.2. Parameters
1.11.2. SurveyTrac
1.11.3. Whiteboard
1.11.4. SAGE
1.11.5. KIOSK Mode
1.11.6. Log Resource
1.11.7. Execute Wizard
2. Conventions: Navigation & Use
2.1. Windows and Tabs
2.2. Light blue navigation buttons
2.3. "Main Menu" - TrackMan Navigation
2.4. Multiple pathways to functions
2.5. Select student BEFORE performing functions
3. Dashboard Tour
3.1. Main Menu Window - Tabs
3.2. Trac Navigation
3.3. Log Student
3.4. Log Resource
3.5. Logo
3.6. Tip of the Week
3.7. Lemming's Color Tool
3.8. Whitboard
3.9. Quick Report
3.10. Calendar
3.11. Quick Visit
3.12. Mini Log List
4. Trac Navigation Menus
4.1. TracMan Menu
4.1.1. Main Menu
4.1.2. Log Listing
4.1.3. Schedule
4.1.4. Reports
4.1.5. Enter Kiosk
4.1.6. Execute Wizard
4.1.7. My Prefs
4.1.8. SAGE Management
4.1.9. SurveyTrac Management
4.1.10. Whiteboard Management
4.1.11. Utiliites and Prefs
4.1.12. User Guide
4.1.13. Tutortrac.com
4.1.14. Request Support
4.1.15. Exit
4.2. Search Box Menu
4.2.1. Students
4.2.2. Visits
4.2.3. Documents
4.2.4. Faculty
4.2.5. Center Profiles
4.2.6. Consultant Listing
4.2.7. Resources
4.2.8. Appointments
4.2.9. Potential Assignments
4.2.10. Grade Groups
4.2.11. Workshops
4.2.12. Sections