1. Wrap-Up and Q&A: Prepare for a New Semester
With
Iliana Visser

2. 10 Steps to Prepare for a New Semester
New Semester Checklist
Have IT import Files
Change Term
Run Import
Activate Sections
Update Consultant Specialties
Update preference with last semester dates
Are you prepared to get your Trac application ready for a new semester?

3. Center Profile Setup Do you need to add a new Center or Profile?
Should Confirmation, Reminder, and No Show go out to the students and consultant?
How do I ask a custom question when the student logs out?

4. How to Determine the Different Levels of User Access
Did you hire new staff that need different access to visits, appointment and student information?

5. Sections and Reasons
When you run reports or look at the students visits, do you need to see why they came in?

6. Consultant Management and Setup
My tutor will not be tutoring this semester, how do I remove them from the schedule?
I just hired a new advisor, what now?

7. Utilities and Preferences
What access do you need in order to run the import, and change the term?