2. Where’s Waldo? : Tools for Searching and Working with Trac Data
Session 2
9:50am – 10:50am
Jon Halter

3. Power Searches Why? How Why use Power search instead of Search? Fields
Student power Search
Visit Power Search
How
Fields
Entering Search Criteria
Adding a line
New Clause
Saving a Search as a List

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

5. 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)

6. Lists Why use a List? Different types of Lists
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
Watch Lists
Creating a Watch List from a Student List
Displaying dots

7. 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
Visit Listing Page

8. 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

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

11. Communication and Retention with SAGE
Focus Path
9:00am
Communication and Retention with SAGE
10:00am
Power Search, Lists, & Watch Lists
1:00pm
Consultant Mgmt, Access, & View in Trac

12. Communication and Retention with SAGE
Focus Path
9:40am
Communicating With Busy Students through s and Text Messages
12:30pm
We can Report on That: Reporting Options

13. Communication and Retention with SAGE
Focus Path
9:00am
Communication and Retention with SAGE
10:00am
Power Search, Lists, & Watch Lists
1:00pm
Consultant Mgmt, Access, & View in Trac

14. Communication and Retention with SAGE
Focus Path
9:40am
Communicating With Busy Students through s and Text Messages
12:30pm
We can Report on That: Reporting Options

15. Specific Populations and Demographics Focus Path
9:00am
Communication and Retention with SAGE
Navigate Your Trac System like a Pro
10:00am
Power Search, Lists, & Watch Lists
2:00pm
Student Access and View in Trac

16. Specific Populations and Demographics Focus Path
9:40am
Q2 Tables
Communicating With Busy Students through s and Text Messages
12:30pm
We can Report on That: Reporting Options
1:30pm
Survey Says…