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7/23/2019 Romo Tutorial http://slidepdf.com/reader/full/romo-tutorial 1/33  1 The UWC Tutor's Guide to TutorTrac 4.2.15 By Mikael Romo

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    1

    The UWC Tutor's Guide to TutorTrac 4.2.15

    By Mikael Romo

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    Table of Contents

    Introduction........................................................3

    What'sTutorTrac?..................................................3

    About the Guide.........................................3

    Getting Started...................................................4

    The Most Essential Tasks.................................5

    Session Notes....................................................6

    Submitting Session Notes for ScheduledConsultations..............................................7

    Submitting Session Notes for Walk-inConsultations............................................11

    Pulling Up Student Records...........................13

    Pulling Up Records From theSchedule..................................................14

    Information in the AppointmentsEntry.........................................................15

    Information in the Student'sEntry.........................................................16

    About Appointments.......................................17

    Making and Deleting Appointments...............18

    Schedule Appointments............................19

    Delete Appointments.................................23

    Logging Students In and Out of TutorTrac....26

    Logging Students In..................................26

    Logging Students Out...............................29

    The Log Listing................................................30

    Checking Out Resources................................31

    Check Devices In and Out to People........31

    Credits..............................................................33

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    Introduction

    What is TutorTrac?

    TutorTrac is a web software made by the RedRock Software Corporation. Learninginstitutions use it for managing their day-to-day academic operations. The Writing Centeruses TutorTrac to keep track of who comes through our doors. It allows writers to set upappointments with tutors and it lets tutors submit and look up information about writers. Asa tutor, you will also use TutorTrac to look up your appointments for the day as well as to

    check whether your writer has signed in. The Writing Center functions because of thissoftware and it is thus important for you to learn its essential uses.

    About the Guide

    This guide is meant for novice and experienced tutors at the University of Central FloridaWriting Center (UWC). It will help you learn about what you need to do with TutorTrac for

    your various responsibilities in your employment at the UWC, including desk duty. Fornovices, the guide will walk you through the most essential tasks you have to carry out atthe UWC. For paid tutors, you will also learn about the tasks pertaining to desk shifts, suchas setting up, looking up, and deleting appointments. The goal of this guide is to help youuse TutorTrac effectively in the Writing Center. The next chapter will help you get startedwith TutorTrac.

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    Getting Started

    You can access TutorTrac from any browser, including Explorer, Chrome, Safari, andFirefox, as well as through iOS devices. However, it is recommended you use Firefox toaccess TutorTrac because it causes the least issues.

    TutorTrac's url is: uwc-trac.cah.ucf.edu

    When you begin working at the Writing Center, you won't have to make a TutorTrac accountyourself; the current WC coordinator will create your tutor account.

    By default, your login credentialsfor both user name and password will be the first threeletters of your first name followed by the first three letters of your last name. Forexample, if your name is John Doe, your login credentials will be "johdoe."

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    The Most Essential Tasks

    If this is your first semester at the Writing Center, please read!

    You will have to have to perform these essential tasks with TutorTrac:

    Submit and send session notes

    Pull up student records

    Once you're hired, you'll also have to:

    Make and delete appointments

    TutorTrac has many features, a lot of which you won't need to use. However, there are

    other important tasks you will have to perform with TutorTrac, but we'll cover those in later

    chapters.

    The following three chapters will teach you how to above tasks skillfully.

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    Session Notes

    At the Writing Center, tutors are expected to compose sessions notes at the end of every

    session. These are arrive at writers' knights email. Session notes recap the work of the

    session and serve to provide writers with further guidance and resources.

    Additionally, professors sometimes require their students to come to the Writing Center and

    session notes serve as proof of student attendance. It is therefore important that you enter

    and send your notes through TutorTrac.

    Since you'll learn how to write session notes on the job, this guide won't cover how sessionnotes ought to be, only how they will be entered into TutorTrac.

    Depending on whether you just had a scheduled consultation or a walk-in, you'll enter

    session notes in one of two ways. The next section will cover what you need to do if you

    are entering notes for a scheduled consultation.

    Note: When writing session notes, it's recommended you write them first into a Word

    document or on notepad and then paste them into TutorTrac. You may lose your session

    notes if you write them into TutorTrac directly before submitting, as it has been known to

    malfunction every now and then.

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    SubmittingSession Notes for Scheduled Consultations

    After signing in, you'll be brought to the main menu, from which you'll need to access the

    schedule. You can access the schedule from any page using Trac Navigation.

    1. On Trac Navigation (accessible from any page) on

    the top left corner, click on the man-looking logo.

    2. This will open a drop down menu where you can

    click on schedule.

    Your schedule on TutorTrac is organized according to weekday on the top bar and hour

    on the left column. Each block has a writer's full name and PID.

    3. Click on the hour in the box

    for the appointment you need

    to write notes for. This willbring up the appointments

    entry.

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    4. In the Appointments Entry, click on the writer's name in blue. That will open up the

    student entry.

    5. In the Student Entry, click history. This will bring up the writer's record.

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    6. Once in the history, under the visits tab, click

    on thedate in which you had the session.

    This will take you to the visits info tab in

    which you'll submit your session notes.

    Note: You can tell which one's the most

    recent session because it'll be up top and

    also won't have visible session notes.

    7. Paste your notein the notes space

    under visits info.

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    8. Fill outthe supplementary information beneath the notes. These help the Writing

    Center administrators keep track of how you and your writers are doing.

    9. Firstclick Saveto keep the information on TutorTrac and then click Send Note. The

    writer will receive only what you put in the Notes space.

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    Submitting Session Notes for Walk-in Consultations

    When you have a walk-in session at the Writing Center, you won't be able to find your writer's

    information by looking at your schedule because they were never scheduled to you. You'll have to go tothe visits section.

    1. At Trac Navigation, click on the magnifying classto open up a drop down menu, then click Visits.

    2. When the visits listing opens, click on the List Options drop down menu and click List All.

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    3. At the visits listing, click on the left arrowto view the most recent consultations.

    4. Once you're looking at the recent visits, look for your writer's nameand click on your the Seq

    number.If you forgot your writer's name, look for your name under the Consultant column to seewho you've had.

    5. Follow steps 6-8 above.

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    Pulling Up Student Records

    You will have to pull up one of your writer's records for multiple reasons:

    The most important reason is to find a visit you've just had with a writer to submittheir session notes.

    You also might want to know the history of your upcoming writer, including whatkind of paper they're working on or what their ongoing needs are.

    Or, you might want to look them up to prepare writing strategies or resourcesbefore you meet them.

    Whatever the case, TutorTrac stores all kinds of information on writers.

    Unless you work at the front desk, you won't be looking for a writer's information with theirPID or NID. You'll be looking for them by their name, through your schedule or by looking at

    visits.

    The following sections will show you the steps to access student records and whatinformation each webpage offers.

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    Pulling Up Records From the Schedule

    To access the schedule:

    1. go to Trac Navigation

    2. open the Trac-Man drop down menu

    3. click schedule

    4. click on the hour of the appointment box you're looking for

    Like looking up session notes, you can access a student's record from your schedule ifthey're a writer you've had before. Remember, your schedule is organized via weekday,hour, and student name, so if you can remember any one of these for a session you'vehad, you'll be able to find who you're looking for.

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    Information in the Appointments Entry

    The Appointments Entry details the following:

    full name of the student & PID student's knights email the center the session took place at the subject of class and/or reason for

    coming

    the date and time notes specifying the circumstances of

    the writing

    the specific room within the center it tookplace at

    who scheduled the consultation who saw the writer whether the student attended the

    session or not

    how long the session lasted

    To view session notes, click on the student's name to bring up the Student Entry.

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    Information the Student's Entry

    1. From Student Entry, click the History tab, and look up their past appointments under

    the Visits tab.2. To check information on future appointmentsstudent will have with you, click the

    Appointments tab.

    When you submit session notes,you'll be going to your writer'svisit history to look up the

    session you've just had. Tutorssometimes read over theirwriter's histories to get anunderstanding of the classesand writing assignments they'vehad. This knowledge might letyou prepare for the writer beforeyou meet them.

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    About Appointments

    There are two types of appointments with the Writing Center: scheduled and walk-ins.

    Scheduled appointmentsare when students call us to set it up or when they go onTutorTrac to make it themselves. Walk-instake place when students walk into the WritingCenter and ask if there's a tutor available for that upcoming hour.

    You'll begin to make and delete appointments for students as part of your job during your

    second semester at the Writing Center.

    Keep in mind the following UWC policies for appointments:

    Scheduled appointments can be scheduled up to 15 minutes before the start of the hourfor which the student wants to come in.

    Students should cancel no less than 3 hours before their session was supposed to start. Walk-in writers are not guaranteed a tutor because there might not be any tutors

    available.

    Students can only use the UWC three times during a seven-day period and only once aday. This ensures a single student isn't taking up spots left and right.

    If a student misses three appointments in a semester, they are barred from schedulingappointments and will only be able to have walk-in appointments.

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    Making and Deleting Appointments

    At your second semester in the Writing Center, you'll be assigned desk hours. Desk hourshave you manage the front desk, take calls, and make and delete appointments forstudents on TutorTrac.

    Making and deleting appointments will almost always take place at the front desk. You'll dothis when a student comes up to you at the front desk or when they call. It's important thatyou know the procedures for appointments so that the Writing Center can work smoothlyand so that writers can get matched up with tutor.

    First up, let's consider making scheduled appointments. Keep in mind that you're goingto be asking the student for this information throughout the process.

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    Schedule an Appointment

    1. From Trac Navigation, click on the

    magnifying class and thenAppointments.

    or

    If you're at the main menu, look forAppointmentson the upper left and click

    on search for availabilities.

    2. Under the search criteria box on theleft, click on Student and enter thestudent's UCF ID without the letter.

    3. On the drop down menu for center,pick the center the student wantsa consultation in.

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    4. Choose the date range (e.g. from11/28-11/30) to narrow down what days thewriter would like to come in.

    Note: Some students have a specific date inmind when they want a consultation, whichcould be that very day or two weeks from now.Others just want to know what time slots wehave available on a given day or set of days.In either case, the date range is automaticallyset, but you can change it.

    5. Click search

    6. Browse the available time slots andclick agreen box.

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    7. Enter the classroom for Subject and the Reason for the visit. If they aren't coming infor a class, mark it as a Personal for Subject and Reason.

    8. Enter into the notes what the writer would like help on or what they're working on.

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    9. Check with the student to confirm that the date, time, and location are correct.

    10.Click save. The student will receive a confirmation email.

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    Delete Appointments

    A student may have to delete an appointment for a variety of reasons. Students will call or

    come up to the front desk to cancel their appointment.

    1. Ask the student for either their PID(without the letter) or NID.

    2. Enter it into Trac Navigation search and click enter. That'll bring up the StudentEntry.

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    3. Click on the History tab.

    4. Click the Appointmentstab next to Visits.

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    5. Click the grey X button under the Status column.

    6. The status of the session should say CANCELED - DELETED.

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    Logging Students In and Out of TutorTrac

    When you're working at the Library, Rosen, Online, VARC, or tutoring Chemistry, you'llhave to log your writer in and out of the Writing Center yourself. In addition, when you logwriter in, you'll have to assign them to yourself.

    Logging Students In

    1. Enter either their PID or NIDinto the LogStudent search bar. Click enter.

    2. Choose the Centerwhere the session

    is taking place

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    3. Ask the writerfor the Subject and Visit Reason for the visit and click continue.

    4. Click Continueone final time.

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    5. Access the LogListingfrom the Track Navigation left drop down-menu and click LogListing.

    6. Under the Consultant Column, clickUnassignedand choose your name to assignthe writer to you.

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    Logging Students Out

    1. Enter their PID or NID into the Log Student search bar.

    2. Choose the correct Centerto log out off and then click Log Off

    3. Have the writer fill out the exitsurvey.

    Note: If you're working online, fill outthat survey yourself by putting n/a inthe boxes and drop down menus;online writers actually fill out adifferent survey.

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    The Log Listing

    The Log Listing shows the students who are currently signed in to TutorTrac, as well astheir tutors. It's an easy way to tell whether your writer has arrived at the Writing Center.

    To access the Log Listing, click on the man-looking logoto open the drop-down menuand click on Log Listing.

    From the Log Listing, you can access your writer's student record by clicking on their name.

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    Checking out Resources

    The Writing Center offers tutors the opportunity to check out laptops, recorders, and videocameras. If you work at desk and a tutor asks for a device, you'll have to take the followingsteps to get it done. The same steps apply for all devices for both checking in and checkingout.

    Check Devices In and Out to People

    1. From Trac Navigation,click the right hand magnifying glassand click Resources.

    This will open up the Resources Listing.

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    2. Once you're in the ResourcesListing, scan the barcode onthe device the tutor needs.

    That'll open up the FindResource page.

    3. Enter the tutor's PID or NIDinto the Student ID/Barcodebox.

    4. Click check out.

    5. Click close.

    6. Repeat these steps tocheck a device in.

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    Credits

    For helping me compose this guide, I owe special thanks to:

    Mariana Chao, Coordinator for the University Writing Center at UCF, for guiding me indeveloping this tutorial.

    Professor Carolyn Glasshoff for helping me settle me on this tutorial topic.

    The TutorTrac website: uwc-trac.cah.ucf.edu

    Janise Redish and her helpful design advice in Letting Go of the Words.

    http://uwc-trac.cah.ucf.edu/