Pencil Me In: Scheduling Options Luis Frias Redrock Software

Topics We Will Cover Today Availability Creation Appointments Admin Point of View System Prefs Group Privileges Student Point of View Run Reports

Intro to Availabilities In order to schedule appointments through the Trac System, you need to first define the time slots that the consultants are available. Available times are posted to indicated the date and the time that the consultants are available to hold sessions. Appointments may be scheduled by several different users, including the students themselves.

Settings and Prefs System Prefs Group Access Profile Prefs ”StartWeekDay” Profile Prefs Time Restrictions Special Fields Other scheduling Options Group Access View Schedule Schedule Tab Restrictions

Appointments Group Types Appointment Data Administrators Front Desk Workers Consultants Students Appointment Data Appointment Status Appointment Notes Appointment Duration Subject and Reason Total number of Appointments

Student Scheduling Settings Student Profile Search For Availabilities View Upcoming Appointments Cancel Upcoming Appointments System Prefs Student Access Profile Prefs Other Scheduling Rules Group Subcenters Constrain to Center

Schedule Reports Print Section Report Print Subject Report Consultant by Specialties Consultant by Subject Appointments/Visits

Data In and Data Out Focus Path 8:40am All You Need to Know About Creating Visits 12:30pm We can Report on That: Reporting Options 1:30pm Survey Says…