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Efficient Power Searches: Enhancing Student Management & Reporting

Learn how to effectively utilize Power Search, Lists, and Watchlists for streamlined student data management and reporting. Discover advanced search criteria, list creation, and watchlist features to maximize your academic institution's efficiency.

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Efficient Power Searches: Enhancing Student Management & Reporting

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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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