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Power Search, Lists, & Watchlists

Power Search, Lists, & Watchlists. Luis Frias Redrock Software. 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.

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Power Search, Lists, & Watchlists

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  1. Power Search, Lists, & Watchlists Luis Frias 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 Emails 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

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

  9. 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

  10. On the GoRedrock Conference Guide • Download the Guidebook App on mobile device or tablet • To find the 2019 Redrock Conference Guide: Enter the passphrase 2019rrconference

  11. GUIDEBOOK: Session Evaluation and Handouts • After the session you attended to fill out the Session Evaluation: • Click on Session Schedule then the Session Title • Toward the bottom, click on Session Evaluation • Fill the out the Survey and click Submit • Want the handout for the session you just attended: • Click on Session Schedule then the Session Title • Toward the bottom, in PDFS click on the guide you want to download.

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