TrackCloud Success Plans: Creating and Managing Student Success for Aidan Murray at 2025 Annual Conference
"Discover the latest features in TrackCloud's Success & Work Plans, including advanced dashboard status tracking, center filtering, and automated actions upon plan completion. Assign comprehensive Success Plans with defined steps, monitor student progress, and initiate email, surveys, referrals, and more at the 2025 Annual TracCloud Conference."
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
You are allowed to download the files provided on this website for personal or commercial use, subject to the condition that they are used lawfully. All files are the property of their respective owners.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author.
E N D
Presentation Transcript
SUCCESS PLANS CREATE AND MANAGE SUCCESS PLANS FOR YOUR STUDENTS AIDAN MURRAY 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
WHATS NEW IN SUCCESS & WORK PLANS? Success Plan visit steps can now require students visit with their assigned advisor. New Twig tag to show dashboard status of a Success Plan: {{SPAssigned.DashboardStatus|raw}} Work Plans report can now be filtered by center. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
WHAT ARE SUCCESS PLANS? Assign a Success Plan to the student and track their progress across your defined Steps. Each Plan contains multiple Steps to complete. Visiting a center, responding to a survey, etc. Once the Plan is completed, TracCloud can automatically initiate emails, surveys, referrals, and more. A second plan can also be assigned. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
WHAT ARE SUCCESS PLANS? Assign a Success Plan to the student and track their progress across your defined Steps. Each Plan contains multiple Steps to complete. Visiting a center, responding to a survey, etc. Once the Plan is completed, TracCloud can automatically initiate emails, surveys, referrals, and more. A second plan can also be assigned. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
CREATING A SUCCESS PLAN DEFINE PLAN STEPS TO TRACK STUDENT PROGRESS, ADD FOLLOW-UP EMAILS, CHAIN ADDITIONAL PLANS, AND MORE. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
STEPS Each Step represents an action that the student must complete. TracCloud can automatically mark these Steps as Completed when that action takes place. The following records can be used as a basis for each step. Visits Survey Response Document Upload Task Completion Resource Checkout Notification Acknowledgement Prompt Confirmation 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
DASHBOARD DISPLAY Your Dashboard Display determines how Success Plan progress is shown to students. The header, footer, and the individual steps/lines can be independently modified to ensure your students are viewing relevant information. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
EMAILS Emails can be automatically sent to students to update them on their Plan progress. Each email can further modify the Plan itself by changing the linked staff or faculty, or even initiating new Surveys or Referrals with Twig. Individual Steps and the overall Plan can be assigned emails independently of each other. Plan/Step Started This email is sent when a Plan is first assigned, or when a new Step is available to begin. Plan/Step Reminder Up to 3 reminder emails can be sent for the overall Plan, and an additional 3 emails can be sent for each Step. Plan/Step Complete This email is sent when a Step or the overall Plan is completed. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
CHAINING SUB-PLANS Upon Plan completion, TracCloud can initiate other processes, including assigning an additional Succuss Plan to the student. Specific Sub Plan Choose a Plan that will automatically be assigned upon Plan completion. Conditional Sub Plan Use Twig to add logic determining if a Plan needs to be created, and which Plan should be used. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
GROUP PERMISSIONS To provide access to your users, you will need to assign Success Plans to their Permission Group s Table Access. This is found under the Admin / Modules tab. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
ASSIGNING PLANS TO STUDENTS PLANS CAN BE ASSIGNED TO STUDENTS INDIVIDUALLY OR IN A BATCH 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
SUCCESS PLANS REPORT The Success Plans report can be used to show information about current and past Plans and their overall completion. This report can be sorted by student or date (start, due, completion). 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
WHAT ARE WORK PLANS? Work Plans are configured similarly to Success Plans, but are assigned to and completed by consultants instead. Use Work Plans to track training and certification progress. Steps can be based on work visit hours, visits with students, and more. 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
WORK PLANS REPORT The Work Plans report can be used to show information about current and past Plans and their overall completion. This report can be sorted by consultant or date (start, due, completion). 2025 Annual TracCloud Conference 2025 Annual TracCloud Conference
