2015 Redrock Software Conference Where’s Waldo? : Tools for Searching and Working with Trac Data Session 2 9:40am – 10:40am Keegan Johnson & Jon Halter.

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Presentation transcript:

2015 Redrock Software Conference Where’s Waldo? : Tools for Searching and Working with Trac Data Session 2 9:40am – 10:40am Keegan Johnson & Jon Halter

2015 Redrock Software Conference Power Searches Why? – Why use Power search instead of Search? Student power Search Visit Power Search How – Fields – Entering Search Criteria – Adding a line – New Clause – Saving a Search as a List

2015 Redrock Software Conference Power Search Symbols | - This symbol represents “OR” # - This symbol is used when looking for any value in the selected - This symbol is used as a Wildcard – (Ex. Searching for last names using will return anyone’s name ending in “son”.)

2015 Redrock Software Conference Power Search Symbols Cont. < or <= - Less than or less than/equal to > or => - Greater than or greater than/equal to … - Used to create a range for numbers or letters. (Ex. Searching for ID numbers “150…300” will return students with ID’s between 150 and 300, including 150 and 300)

2015 Redrock Software Conference Lists Why use a List? – Examples Athletes Disability Services Academic Probation Different types of Lists – Static – Dynamic How to Create/Manage Lists – Power Search – Import – Student Entry: Lists Tab – Student Listing: List Options  Lists Permissions – Who is allowed to see Lists – Who is allowed to Edit Lists – How to give users access to Lists – Constraining access to Center by list Using Lists in Reports Adding, Removing and Intersecting Lists – Examples Watch Lists – Creating a Watch List from a Student List – Displaying dots

2015 Redrock Software Conference Visit Favorites What is a Visit Favorite? – Works similar to Student Lists but with Visits! How to create – Visit Listing  Power Search How to use – Reporting – Visit Listing Page

2015 Redrock Software Conference MORE! Hidden tip for maximizing your use of the Trac System – Student Listing  List Options  Related Data Why would you use Related Data How to use Related Data

2015 Redrock Software Conference

Create Student Lists – Athlete List – Disabilities List – Academic Probation List Watch List Create Visit Favorites – Visits from a particular Student List