Release 5 – June 4, 2023

   Edit Program Attributes and Question Rules for Active and Closed Programs

This enhancement must be approved by the CAS association or UniCAS client for use in the current cycle. If activated, this enhancement is available for all participating programs. CAS association and UniCAS clients: contact a member of your account team for more information or to enable this feature.

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.

Once a program is live in the application, limited changes can be made, such as updating a deadline date or the program homepage instructions. With this enhancement, select users can make additional edits to active and closed programs through the Configuration Portal, such as:

• Editing standard and custom program attributes (e.g., program name, delivery format, test score required, etc.) on the Program Details page.
• Editing, adding, and deleting Change Deadline Question Rule templates.
• Editing, adding, and deleting Program Availability Question Rule templates.
• Editing, adding, and deleting Change Fee Question Rule templates.

This new functionality allows you to manage your program’s configurations more easily and independently throughout the cycle.

Configuration Portal

Select users can make the above updates in the Configuration Portal as needed. Applicant-facing program attributes and Question Rule changes will be seen immediately in the Applicant Portal.

WebAdMIT

To give select users editing access, the Config. Portal Live Editing Access role must be activated on the user account page.

   Updated Liaison Academy Portal

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.

Liaison Academy still serves as your one-stop-shop for all Liaison product training and resources but has been upgraded to a learning management system (LMS).

You'll get the same great training you had with the old Liaison Academy portal, just with a new interface. Plus, there are resources for more of Liaison's products like TargetX, EMP, and Liaison Outcomes. If you use more than just CAS or WebAdMIT, it's even easier to find and access training relevant to you.

Liaison Academy offers the following:

• Live training events
• Onboarding toolkits
• On-demand eLearning courses
• Product learning paths
• Professional development workshops
• Training videos
• Webinars

Create your Liaison Academy account by visiting: learn.liaisonedu.com

   CAS Support for Google Analytics 4

This enhancement is automatically available for use by all CASs and participating programs. CAS association and UniCAS clients: contact a member of your account team for more information and to update your CAS's settings.

This enhancement applies to association users only.

Google will be sunsetting Universal Analytics on July 1, 2023, and will replace it with Google Analytics 4 (GA4). The CAS application has been enhanced to support GA4.

To avoid a service interruption, we recommend that if your CAS uses Universal Analytics, then you migrate your Universal Analytics account to GA4 using Google’s GA4 setup assistant. Once completed, you must contact a member of your account team to update your settings with a GA4 code (aka, Measurement ID). Note that Google may have already automatically converted your Universal Analytics code to GA4. You can have multiple GA4 codes per CAS.

After July 1, 2023, you can access previously processed data in Universal Analytics for at least six months.

   Data Dictionary Endpoint

You can now generate a school-scoped, on-demand data dictionary through a data dictionary API endpoint. The data dictionary is formatted as an Excel workbook and contains:

• An Overview worksheet with metadata about the CAS, cycle, school/organization, and creation date.
• A Data Dictionary worksheet with metadata and descriptions for all properties in an application response.
• Separate worksheets for CAS- and program-level custom questions and lookup tables.

   Update Program Attributes in Batch

This enhancement is automatically available for use by all CASs and participating programs. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

When editing program attributes, you edit each program’s Program Details page individually. With this enhancement, a new Bulk Edit Programs button appears on the organization page. From here, you can update in batch select program attributes, such as Fee, Open Date, Deadline, and Academic Year, and then select which programs you want included in the update. Note that the program attributes you can edit depend on your CAS. This enhancement saves you time as you can make quicker changes to your programs instead of manually changing each program individually.

   Admissions by Liaison Changed to Liaison Outcomes

On May 15, Admissions by Liaison officially moved to its new name, Liaison Outcomes! The software will continue to be a standalone CRM designed specifically for admissions and enrollment management teams. Along with the new name, new features and enhancements are on the way. Review our webinar to learn more!

   New Conversations Feature

In Outcomes, you can send text messages to your contacts using Quick Messages or Campaigns. Now, contacts can respond to your texts, and your threads are saved as Conversations. The Conversations feature allows you to review, assign, and manage these text exchanges, tracking everything in one place.

   New User Experience

Behind the scenes, we're working on an overhaul of the Othot application. The user interface has remained largely unchanged for the past seven years. Because designs can become stale over time and workflows tend to grow in inconvenient ways, we're currently working to reimagine the user experience and have built out the scaffolding for the updated interface. Over the next few releases, we'll continue building out new workflows, and we'll collect your feedback to ensure we're meeting your needs and improving your experience with Othot.

   Top Feature Impacts Export

Explaining our AI's predictions has always been a key aspect of improving your understanding of your students. To ensure our insights are making it to as many decision-makers as possible, and in the systems in which these decision-makers work, we've improved our data exporting capability. Now, you can separate each student's top impacts into separate columns. This makes ingestion, usage, and reporting of these insights into other systems easier.

   Bug Fixes

Adding enhancements occasionally results in the introduction of software bugs. Our team has fixed as many issues as possible and gives top priority to user-reported problems. Here's a list of the more notable items addressed in this release:

• Dashboard filter won't load when filtering with "Contains."
• Task toggle button on View configuration menu has been removed as Tasks have been deprecated.
• Group default dashboard is showing instead of user default.
• Grouping bucket ordering is updated after a new range is added.
• Deleting a source matrix breaks future clones.

   Base

Version 2306.3

• The following field has been added to the Prediction object as part of the Othot to TargetX integration: Base External Prediction Id.
• The following field has been added to the Prescription object as part of the Othot to TargetX integration: Base External Prescription Id.

   Email

Version 2306.4

• Email is updated to correct accessibility issues with keyboard navigation, tab navigation, and desktop access.

   Engage

Version 2306.3

• Advisors have the option to ‘Return to Queue’ if a meeting was started, but the student needs to meet with a different advisor. For details, see Managing your Student Meetings.

   TX Forms

Base Version 2306.3

• The TargetX Logo in TX Forms redirects back to the TargetX Builder so you can easily navigate to the builder.
• Hidden fields can’t be used as conditions for visibility or option groups since users can’t interact with hidden fields.

   TX Print

No install needed.

• TX Print Jobs list has a new Owner column that identifies who owns a particular job.
• Additional logging and error checking has been added, so that if a step fails to complete in a reasonable amount of time, an error is thrown, and log recorded.

   TX SMS

No install needed.

• You can view a list of recipients of Bulk Messages along with a status indicating whether the message was received or failed. For details, see Sending Bulk SMS.

   TargetX Resolved Defects

Email (Version 2306.4)

• (CL-1892) The TestEmailContent field on the Contact/Student object has been updated to remove the formula. Previously, the formula in this field contained an unnecessary test message.
• (CL-1918) Images that are part of a Condition Set now display in emails. Previously, images that were part of a Condition Set were only displayed in emails that met the first Condition Set.

TX Forms (Base Version 2306.3)

• (PD-4526) TX Forms Disclaimer fields display line breaks. Previously, when a Disclaimer was displayed to students, the line breaks added in the Builder did not appear.

WebAdMIT Enhancements

Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.