1. Power Search, Lists, & Watchlists
Jennifer Turley
Redrock Software

2. 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

3. 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

4. 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 →

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

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

7. 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

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

10. 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

11. 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

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