1. Pencil Me In: Scheduling Options
Luis Frias
Redrock Software

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

3. 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.

4. 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

5. 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

6. 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

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

8. 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
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