Power Search, Lists, & Watchlists Jennifer Turley Redrock Software

Power Searches Why use “Power Search” instead of “Search”? Student Power Search Visit Power Search How to use Power Searches Fields Entering Search Criteria Adding a line New Clause Saving a Search as a List

Power Search Symbols “|” (Pipe Character) – Represents “OR” “#” - Is used when looking for ANY value in the selected field “@” - Is used as a Wildcard “…” - Used when searching a range of values (ie. Date ranges) “>” - Is greater than “<“ - Is less than “>=“ - Is greater than or equal to “<=“ - Less than or equal to

Lists Why Use a List? Athletes Disability Services Academic Probation Different Types of Lists Static – Manually created field Dynamic – Automatically created from Import May need additional information pulled from your SIS system by IT department →

List Access (Permissions) Group Access Who is allowed to see/edit lists How to give access to Lists and Constrain by Center

What To Do With a List of Students? Linked List for SAGE Referrals/ Send Referrals Adding, Removing and Intersecting Lists Sending Emails to students on a List Send Surveys Post a Document Batch Create Visits

Watchlists Watchlist’s can help visually organize and separate groups of students that require special attention. A color coded dot can be assigned for each list to differentiate between lists, and can be displayed: On the Log listing During the log in/out process On the student record In the student listing In appointment records

Using Lists in Reports List Reports Email Birthday Phone Address Export ID’s and Names Running Reports for only students on a specific list.

Visit Favorites What is a Visit Favorite How to Create How to Use Works similar to Student lists but with Visits! How to Create Visit Listing -> Power Search How to Use Reporting List Reports General Reports Visit Listing Page

Related Data Hidden tip for maximizing your use of the Trac System Student Listing -> List Options -> Related Data Why would you use Related Data? Easily see Visits, Registrations, Active Registrations and Documents How to Use Related Data

Helpful Links http://www.tutortrac.com http://wiki.go-redrock.com http://wiki.go-redrock.com/wiki/List_Management http://helpdesk.go-redrock.com