Academic

Change

DEV-2416

Updated the UI on the Semester/Term Date Maintenance page.

Semesters (Terms)

Academic

Bug

DEV-2440

Fixed an issue where the update UI date pick on a Status History record was requiring an end date, where it did not use to require an end date.

Student Status History

Academic

Bug

DEV-2430

Fixed an issue where a faculty’s schedule’s courses were being duplicated if the instructor was added to multiple exception courses as an additional instructor.

Exam Scheduling and Listing

Academic

Bug

SP-12084

Fixed an issue where Waitlisted courses were not showing up on a student’s schedule listing page.

View Student Class Schedule

Academic

Bug

DEV-2455

Fixed an issue where updating a Leave of Absence Status History date range edit does not save when an absence exists within the selected date range. It will now properly show a message that states that any attendance records within the LOA period will be deleted including absent records, and it will save.

Semester Status Codes

Admissions

Enhancement

DEV-2365

The “Text Allowed” checkbox has now been duplicated to the Address/Phones page so that you can allows students to Opt-in/Opt-out from their portals.

MessageMedia (Text Messaging)

Admissions

Enhancement

DEV-2341

Increased the Trigger Name Field to 30 characters on the Admissions Quick Custom Admissions Portal Question builder to accommodate more descriptive tracking triggers.

/wiki/spaces/Implementa/pages/431292518

Admissions

Change

DEV-2401

Updated the School Lookup pop-up page on the admissions portal forms to use the new UI field formatting.

Set up Admissions Applications and Inquiry Forms

Admissions

Bug

DEV-2233

Fixed an issue where Inquiry Cadence’s were not properly merging login information when clicking “Show Details and Merge” from the holding table.

Holding Table

Alumni/
Development

Enhancement

DEV-2290

Added Home Phone to Add Non-Student function.

Users

Alumni/
Development

Bug

DEV-2366

When creating a reciprocal relationship, both relationship records will now properly be created with the begin/end dates so they are able to be filtered through the finders.

Relationships

Alumni/ Development

Bug

DEV-2452

When creating a soft credit of a gift, purpose, campaign and appeal all copy over to the soft credit the PET# will also now copy over for proper reporting and filtering.

Record Soft Credit

Financial Aid

Enhancement

DEV-2018

Borrower-Based Academic Year 2 and AY3 PELL packaging for the same ISIR year has now been enhanced to properly allow for packaging separately from Academic Year 1. Prior to this update, institutions would need to create a disbursement rule that would package AY1 and AY2 at the same time; which was very tricky to setup and difficult to package.

This update allows a borrower-based institution to set up AY1 rules to package to package a student; then later on in the year they can package AY2 rules separately for the same ISIR Award Year without crossover Pell packaging issues or accidentally clearing out/deleting prior AY1 Pell or Loans.

The AY2 Pell will be added to the original AY1 PELL award code since COD only allows for the use of 1 Award Code per ISIR Award Year.

AY2 Sub/Unsub/Plus for the same Award Year should be set up as separate award codes (e.g. SUB2, USU2, PLU2, etc.)

This significantly reduces the complications of setting up Borrower-Based Institution’s 2nd AY packaging.

Disbursement Term Rules

Financial Aid

Bug

DEV-2443

Updated the F/A Upload/PowerFaids through spreadsheet function to not halt entire process if there is an invalid record in the file. The file will skip the invalid record and continue processing other records in the file, the process will then report the records that failed to be created/updated.

Upload F/A Awards Non-PowerFaids

Financial Aid

Bug

DEV-2378

Fixed an issue where Disbursement Term Rules were not copying from one year to the next.

Disbursement Term Rules

Financial Aid

Bug

DEV-1122

Added “OUTSIDE_COD” search field to the COD actions search options.

Financial Aid Disbursements

People/Alumni Finders

Change

DEV-2441

DEV-2472

Changed how the new first/last name/phone number quick user search feature searches for users to be more accurate.

When typing in digits, ID numbers are prioritized over Phone Numbers in search results (e.g. ID 1234 will appear at the top of the results over any phone number with 1234 in order in the result).

Similarly, start and end of first/nick name and last name will be prioritized over the same string found within a name (e.g. a search for Liam will preference names Liam and William over Williamson.) Emails are always prioritized below First/Nick/Last name results (e.g. John will preference a person named John/Johnson over the email address john@email.net).

Fixed Permission 935 to properly restrict the quick search accordingly.

Navigation, Search and Help

People/Alumni Finders

Change

DEV-2418

Changed the text description of “Register Listing” to “Enrollment Listing” action button for clarity of its function.

Student Finder

Student Financials

Enhancement

DEV-2320

Added Today’s Date to the Printed Payment Receipt (Printable make a payment page) so users could print with a date for historical filing purposes.

Receive Payments

Student Financials

Bug

DEV-2173

Fixed an issue where the “Blank Rule Code Testable” checkbox was not properly copying over when copying rules from one term to another.

Billing Charges Interface

Student Financials

Bug

DEV-2398

Fixed an issue with the Make a Payment page was showing incorrect charges for students with sponsored billing.

Billing Charges Interface

System/UI

Change

DEV-2171

External Description (EXTERNAL_DESC) field increased to 60 on a user’s permission settings page to accommodate SSO provisioning for students with longer names (e.g. Canvas, SSO, Brightspace, etc.).

Permissions

System/UI

Bug

DEV-2400

Fixed an issue where spreadsheet upload processes would not work if there was a period in the file name.

Third-Party Integrations

Enhancement

DEV-2128

Added new fields to the Admissions API function:

genderIdentity, pronoun, alternateID, collegeCeeb1 - 5, hsCeeb1

Admissions OpenAPI (REST JSON)

Third-Party Integrations

Bug

DEV-2397

Fixed an issue where texting would fail if the text message would include invalid characters such as MS Word formatted M-dashes, Curly commas, quotes, & apostrophes.

MessageMedia (Text Messaging)

Workflows, Activities & Triggers

Bug

DEV-2426

Fixed an issue when downloading the Activity Tracking data to excel the dates were showing HTML code

Activity Tracking

Database Changes

Fields Added/Changed:

ADFMRQ -  TRIGGER_NAME & TRIGGER_NAME2 increased to 30 characters

TRK_TEMPLATE_HEADER. TRIGGER_REQUEST increased to 30 characters

DELETED_TRK_TEMPLATE_HEADER. TRIGGER_REQUEST increased to 30 characters

Expanded FAWARD to 9,2 for

• AWARD_AMOUNT

• AMT_PAID_TO_DATE

• GROSS_AWARD_AMT

FA_SCHEDULED_DISBURSEMENT – expand ACCEPTANCE_SRC_IP to char(45)

Update any admast record without an ADWHLD_TOKEN and set that token to B+id_number

Update TRK_ACTIVITY_TRACKING and set ADWHLD_TOKEN to ADMAST.ADWHLD_TOKEN where admissions_ent_sem=current_semester

 Update TRK_ACTIVITY_TRACKING and set ADWHLD_TOKEN to ADHIST.ADWHLD_TOKEN where admissions_ent_sem=current_semester and TRK_ACTIVITY_TRACKING.ADWHLD_TOKEN is blank.    If there are more than 1 ADHIST record with the same semester, it will tie the record with the highest sequence number to TRK_ACTIVITY_TRACKING.

Table POWER_BI_FIELDS

RGENRL.SECTION_TO_PRINT to 5

Added View:

ALD_PAYMENTS_DESC – Set date to rebuild view and add to SYNMAP to rebuild when ALARMA changes

Custom Control Added/Changed:

Added TRANS_PAD 1-2

MSPARM CH_USEPCD 1,2 - If set to Y, credential level 99 does not have its program cleared out in the Clearing House Run

Update SYWCFG set DESCRIPTION='Brightspace Learning Platform (lp) API version (test before changing)' where PARAMETER='BRIGHTSPACE_API_VERSION';

Adding back system parm RCRPET - rgcrse.Can_be_repeated parms 1-4 & 9

Permissions Added:

External Description (EXTERNAL_DESC) field increased to 60 to accommodate SSO provisioning for students with longer names.

Webapp Config:

Update SYWCFG set DESCRIPTION='Brightspace Learning Platform (lp) API version (test before changing)' where PARAMETER='BRIGHTSPACE_API_VERSION';

 INSERT INTO SYWCFG (PARAMETER,  DESCRIPTION,ENTERED_USERID,  RECORD_INPUT_DATE) VALUES (   
'BRIGHTSPACE_LE_API_VERSION', 'Brightspace Learning Environment (le) API version (test before changing)', 'SCAN', '20241108');

Academic

Change

DEV-2268

On the Course Roster Grid faculty names will no longer be abbreviated to reduce confusion when multiple professors have the same initials.

Course Rosters

Academic

Change

DEV-2351

Update Status History Detail to use calendar date picker rather than dropdown fields for inputting dates.

Student Status History

Academic

Change

DEV-2395

Updated the Plan of Study Major dropdown to sort all of the inactive programs to the bottom of the list.

Set Up Individual Plan of Study

Academic

Change

DEV-2396

Updated the Plan of Study semester/term dropdown to start from the top instead of the bottom for efficiency of assigning terms.

Set Up Individual Plan of Study

Academic

Bug

DEV-2364

Fixed an issue where faculty that were assigned as a 2nd or 3rd faculty member on a course exception, they were not seeing course details on their faculty dashboard.

Create and Schedule a Course

Academic

Bug

DEV-11401

Fixed an issue where degree audits were not reading the new Alternative Degree Level of a course properly.

Degree Audit Setup

Academic

Bug

DEV-11580

Fixed an issue where opening a course from a course schedule listing was showing an error.

View Student Class Schedule

Academic

Bug

DEV-1595

Fixed an issue where Minor 3 was not appearing on certain transcripts.

View Student Transcript

Accounts Payable

Bug

DEV-2380

Fixed an issue where users were unable to print ACH checks.

Student Refunds

Accounts Payable

Bug

DEV-2394

Fixed an issue where printed check roster was not showing commas.

Student Refunds

Admissions

Enhancement

DEV-2210

Then SSN field will no longer be pre-populated when promoting an Inquiry student to an Application or a 2nd application to prevent students from being able to submit an application without properly inputting their required SSN.

Set up Admissions Applications and Inquiry Forms

Admissions

Bug

DEV-2388

Fixed an issue where the Session Row creation process was not respecting Custom Control AD100’s progress code configuration when using the Common App import function.

Set up Common Application

Alumni/Development

Enhancement

DEV-2175

Added PET Code filter and data column to Gift finder.

Gift Finder

Alumni/
Development

Change

DEV-2375

Added Custom Control ALUMFINDER 1-1 = Y to allow organizations to be shown on the Alumni Finder.

Alumni Finder

Alumni/ Development

Bug

DEV-1885

Added the default ability to delete an alumni donation; and now shows a warning message that if a gift is being deleted a manual cash batch must be created to reverse the original posting.

Custom control CRTMISCBCH-1-1 must be set to 'Y' to allow deletion of gifts.

Permissions 1174 set to “NA” Removes the link that allows deletion of an Alumni/Development Donation/Payment.

Delete Gift

Financial Aid

Enhancement

DEV-2250

Added new financial aid funding estimate (award letter) format that show disbursements horizontally, calculates remaining need and remaining cost of attendance, splits aid by type, and splits costs by direct/indirect.

FA_LETTER 3-3 = Y - Use the new-style award letter (Y) or the old-style award letter (N)

Funding Estimate (Award Letter/Aid Offer)

Financial Aid

Bug

DEV-2257

DEV-2101

SP-11285

Updated Financial Aid Review Page for acceptance of aid.

Accepted aid fields will no longer be cleared out if aid is being reduced either by the student or the administrator.

Fixed an issue with timestamps not getting added properly due to the IPv6 addresses being too long.

COD Disbursement Cycle Flags will no longer be marked incorrectly when a student accepts their aid, placing the disbursement in an un-editable state.

Acceptance will no longer be cleared incorrectly when reverting an adjustment for originated or disbursed aid.

A few other edge case scenarios have been cleaned up to prevent acceptance from being cleared or disbursements being locked in an incorrect state that prevents editing.

Student Financing Review and Acceptance

People/Alumni Finders

Enhancement

DEV-2363

DEV-2357

DEV-2301

DEV-2337

• Added ability to search of Major 2 and 3; added ability to search of Degree Minor 2 and 3.

  • The new field is labeled “Degree Majors” and “Degree Minors” that will search of both field 1, 2, and 3 altogether to get a complete list of students.

  • A combination of Degree Major/Minor (for primary degree) + Degree Majors/Minors (for 2nd majors/Minors) can be used to narrow down the query of students.

• Added Filters for Academic status “End Dates”; “Start date” filters for academic status previously existed. This gives the user the ability to find students on when their status will end. (e.g. ending LOA students)

• Alumni Finder now has cross-filtering of gift amounts so a range of dollar amounts can be searched on.

• Office Location, work phone, department, hire code, hire date, separation dates have been added to the Faculty Finder.

• Added Session Major code to student finder.

  • Please note that tracking of a major in the session record was implemented earlier this year and not all students for prior terms will have this field filled out by default.

• Added action button to send selected ID numbers from the Alumni Finder to the Student Finder.

• Corresponding data grid fields have also been added to accommodate these filter additions.

People Profiles

People/Alumni Finders

Enhancement

DEV-2389

When ALUMFINDER 1-1 = Y to include organizations in the results, organizations will now have the employer name field shown in the “Last name” field for clarity if the employer name field is hidden. It also then allows you to sort the whole list of constituents properly.

Alumni Finder

Student Financials

Enhancement

DEV-2319

Added new Custom Control WEBPAYMENT 4-1 to constrain the “Make a Payment” dropdown transaction codes to “P-Payment” codes only to prevent incorrect non-payment transaction codes from being used on the Make a Payment screen

Description of WEBPAYMENT 4-1: “On the make a payment screen, the bill codes available for a Cash Payment should be limited to having account type P”

Default: Y

Receive Payments

System/UI

Enhancement

DEV-2231

Header Quick Search now supports the following search options:

“First Last”

“Last, First”

“Nick Last” (CRSRSTNICK = Y to use nicknames)

“Last, Nick” (CRSRSTNICK = Y to use nicknames)

Home Phone number (without dashes)

Mobile Phone number (without dashes)

Email

ID Number

Custom Control SEARCHBOX 1-2 = Y has been added to remove student images from the search results to speed up the query if desired.

SEARCHBOX 1-1 = N restricts the search to only allowing ID numbers

Navigation, Search and Help

System/UI

Bug

DEV-2368

Fixed a size scaling issue on the Make a Payment page cutting off fields on certain mobile phone sized.

Self-Service Payments

System/UI

Bug

DEV-2362

Fixed an issue where the side menu was overlapping degree audit requirement setup fields and on the Score Header setup fields.

Degree Audit Setup

System/UI

Bug

DEV-2345

Fixed an issue on the pop-up instructions being cut off on the Spreadsheet Gift Upload page.

Gift Upload From a Spreadsheet

Third-Party Integrations

Enhancement

DEV-11198

Added new Web App Config CANVAS_SEND_USER_CONFIRMATION_EMAIL = Y

To have Canvas send a confirmation email to user after creation (see canvas documentation on pseudonym[send_confirmation]).

Canvas (LMS)

Third-Party Integrations

Enhancement

DEV-2237

ECM Export file has been updated to the new 2024-2025 format to send data to ECM’s system.

We are still awaiting direction from ECM on an import file change for disbursements.

ECM Connection

Third-Party Integrations

Change

DEV-10686

Updated Clearinghouse Export to support degree level 99 to not be cleared out.

Custom Control CH_USEPCD 1-2 will need to be set to use this.

Description = “If set to Y, credential level 99 does not have its program cleared out in the Clearing House Run.“

National Student Clearinghouse Report

Third-Party Integrations

Bug

DEV-2309

Fixed an issue where the PayPal integration was not properly separating out convenience fees (Custom Control PAYCONVFEE) to a separate transaction.

PayPal (Payment Processor)

Workflows, Activities & Triggers

Bug

DEV-2406

Fixed an issue where Permission 928 was causing an error message to appear on the workflow definition page.

Creating Workflows

Database Changes

Fields Added:

Added FVT/GE field to STMAJR:

1. STMAJR.LIBERAL_ARTS_BACHELORS_DEGREE

Added View:

FISAP_LATEST_MAJOR

Custom Control Added:

WEBPAYMENT 4-1 - ON THE PAYMENT SCREEN, THE BILL CODES AVAILABLE FOR A CASH PAYMENT SHOULD BE LIMITED TO HAVING ACCOUNT TYPE P

ALUMFINDER 1-1 = Y to allow organizations to be shown on the Alumni Finder

FA_LETTER 3,3 - Use the new-style award letter (Y) or the old-style award letter (N)

Permissions Added:

The following permissions have been adjusted into more appropriately named, and also placed in more fitting permission categories:

--update sypobj set short_name='Filter: Course Prefix-Public' where object_id=263

--update sypobj set short_name='Workflow Definition Edit',DESCRIPTION='Workflow Definition Create, Read, Update, Delete'  where object_id=928

--update sypobj set module='SY' where object_id=97

--update sypobj set description = 'Major/Concentration Maintenance Screen',SHORT_NAME='Concentration/Major Maintenance'where object_id=97

--update sypobj set description = 'Reg System Control (RGCONT)',SHORT_NAME='Reg System Control', CONTAINER_GROUP='Registrar' where object_id=399

--update sypobj set description = 'Registration Semester Control (RGWCON)',SHORT_NAME='Registration Semester Control', CONTAINER_GROUP='Registrar' where object_id=226

--update sypobj set  CONTAINER_GROUP='Registrar' where object_id=476

--update sypobj set  CONTAINER_GROUP='Registrar' where object_id=990

--update sypobj set  CONTAINER_GROUP='Registrar' where object_id=950

--update sypobj set  CONTAINER_GROUP='Registrar' where object_id=321

--update sypobj set  CONTAINER_GROUP='Registrar' where object_id=351

--update sypobj set description = 'NA removes the ability to add hold codes and define the functions that are restricted by hold codes.',SHORT_NAME='Student Holds', CONTAINER_GROUP='Registrar' where object_id=412

--update sypobj set description = 'Maintenance to the Semester Status Codes values (RGSTCD) for use in the Status History.',SHORT_NAME='Semester Status Codes', CONTAINER_GROUP='Registrar' where object_id=270

--update sypobj set description = 'Degree Audit Requirement screen',SHORT_NAME='Semester Status Codes', CONTAINER_GROUP='Registrar' where object_id=270

--update sypobj set  CONTAINER_GROUP='Registrar',SHORT_NAME='Dorm Listing and Entry' where object_id=158

--update sypobj set  CONTAINER_GROUP='Registrar',SHORT_NAME='Dorm Room Listing and Entry' where object_id=158

Web App Config Added:

GOOGLE_CLIENTID

GOOGLE_CLIENTSECRET

GOOGLE_PROJECTID

CANVAS_SEND_USER_CONFIRM_EMAIL = Y - Have Canvas send a confirmation email to user after creation (see canvas documentation on pseudonym[send_confirmation])