Release 8 – September 8, 2024
New Features and Enhancements
Cross-Portal Enhancements
Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.
Remove Title/Prefix Field: Updated WebAdMIT, CAS API, and Outcomes Effects
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.
Starting in 2024 Release 7, the Title field was removed from the CAS application in the Create Your Account and Reapplicant pages and the Biographic Information section. Currently, the Title field remains in the CAS API, Liaison Outcomes, and WebAdMIT, but no new applicant data is available. Read below for further updates on these products.
WebAdMIT
Now that Title information is no longer being collected from applicants, starting in your CAS's current, active cycle, any data in the Title field will be removed from WebAdMIT. Then, starting in your CAS's next cycle, the Title field will be removed from WebAdMIT. You will need to update any lists, exports, email templates, and other integrations to account for this field removal.
CAS API and Liaison Outcomes
The Title field currently remains in the CAS API and Liaison Outcomes. No new applicant data will be available.
Annual Fall 2024 Lookup Updates
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.
Many fields in the Applicant Portal contain predefined answer values that applicants can select; for example, the Country and County fields both have predefined answer values. These values are housed in shared "lookup tables." Periodically, we update these tables to include additional response options.
The new lookup table values include updates to colleges and majors. Review the Shared Lookup Table Updates page for a full list of updates.
These lookup table updates impact the following portals, some of which you may use. If you created a "crosswalk" from our portals to your local data in your SIS/CRM, you may need to update this crosswalk for the newly added options. For guidance on the optimal implementation of the new values, review the Shared Lookup Table Updates page.
"Refugee" Removed from List of US Visa Options
This enhancement is automatically available for use by all CASs and participating programs using the standard Visa Information question. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.
When entering Citizenship Information in the CAS application, applicants with a US Visa can select the type of Visa from a predefined list. The option Refugee was removed from this list, as it is not a valid US Visa type. The correct option, I-94 Refugee, remains available. Additionally, the related help center content was updated to reflect this change.
CAS Applicant Portal
If your CAS uses the standard Visa Information question under the Citizenship Information section, then the option Refugee is no longer available to select from.
CAS API, Liaison Outcomes, and WebAdMIT
Existing applicant data will remain. Moving forward, you may need to update your lists, exports, and integrations to account for this change.
CAS API Enhancements
The following enhancements are automatically available for the CAS API, and no action is required on the part of any school or program. If you have any questions about these features, contact support.
Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.
Updated Handling of ECE and WES Transcripts in the CAS API
With this enhancement, the CAS API will only return the most recent instance of WES and ECE transcripts.
Liaison Letters Enhancements
The following enhancements are now available in Liaison Letters. If you have any questions about these features, contact a member of your account team or support.
Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.
Optionally Hide Applicant's Program List in Letters
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.
In some CASs, recommenders can be on the committee that recommends whether to rank an applicant for admission. For example, an applicant may be graduating from Demo University and applying to its residency program. A faculty member who is writing their recommendation may also be on the residency ranking committee. As a recommender, knowing which programs an applicant is applying to may be a conflict of interest.
With this enhancement, Liaison Letters will not list the programs the applicant is applying to. This enhanced privacy helps maintain an objective recommendation process.
Recommendation Request with Programs List
Recommendation Request with No Programs List
Liaison Outcomes Enhancements
The following enhancements are now available in Liaison Outcomes. If you have any questions about these features, contact a member of your account team or support.
Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.
New Outcomes Status Page
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.
You can now easily track system performance, check for downtime, or learn the status of Outcomes services by consulting the Outcomes Status Page at https://status.outcomescrm.com/.
Enhanced Email Interface from Applications Grid
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.
In Outcomes, you can send emails from the Applications Grid to quickly communicate with several applicants at once. With this enhancement, the email interface has been redesigned to provide a simpler, easier-to-use experience. New features include:
- An enhanced email editor for smoother drafting and formatting.
- The ability to add attachments to your emails.
- An improved merge field experience for personalized messaging.
- The ability to preview emails to check formatting, merge fields, and other content.
- The option to insert images directly into your emails.
- The ability to send test emails before reaching out to applicants.
Conditional Visibility for Questions and Answer Options on Applicant Forms
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 creating forms in Outcomes, you can configure questions that only appear under certain circumstances. For example, if Other is an answer option for a How did you hear about us? question on an Inquiry Form, you can create a conditional follow-up question, If Other, please explain, that only appears when an applicant selects Other as an answer to the original question. Conditions can also be set for answer options so that multiple-choice questions will adjust based on previously answered questions.
With this enhancement, the Condition Builder is now available on Applicant Forms.
Othot Enhancements
Note that these enhancements are planned to be released on September 14, 2024.
If you have any questions about these features, contact a member of your account team or support.
Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.
New Othot Platform User Experience
Behind the scenes, we are working on an overhaul of the Othot application to improve the user experience. We have completed a comprehensive set of user studies and built out the scaffolding for the new application. Over the next few releases, we will continue to build out the new workflows, and continue to iterate with feedback, to ensure they meet user needs and improve their experience using Othot.
The redesign includes improvements to the analyze functionality, with a streamlined report framework that enables users to easily navigate through simulations and prescriptions. We’ve also streamlined our insights grid experience to make it easy to segment and view insights for a population of students in your model. Our redesign leverages Liaison’s new component library to ensure continuity with other Liaison products.
Likelihood Factor, Top Impacts, and Deciles Now Available for Additional Predictions
For customers who have additional predictions enabled, we now offer the ability to see likelihood factor, top impacts, and deciles for each additional prediction. This allows users to better analyze a student’s additional prediction relative to each lifecycle phase, and to understand the causal factors that are driving the prediction.
Please note that this feature is not enabled by default for every customer but can be enabled upon request. If you would like to have this feature enabled, please talk to your Client Success Director.
New Data Dictionary Section on the Admin Page
We’ve added a new link to the Data Dictionary on the admin page, making it easier to access and find for our users. The dictionary is also still accessible on the model page.
Bug Fixes
- Improved correction factor calculation to produce more realistic results in specific cases.
- Improved the range selection for Recommendation variables.
- Fixed an issue with matrix constraint calculation for nested calculated features.
- Fixed an issue to restore the change data capture functionality.
- Fixed an issue that prevented some values from saving to pivots.
TargetX Enhancements
Events
Version 2409.2
- The Internal Events Calendar allows you to filter by Location, allowing you to quickly limit the calendar to a specific Campus. For more information, see Navigating and Filtering the Events Calendar.
- A Skip Calendar option on the Events Calendar allows you to bypass tabbing through each date individually. This feature is beneficial for screen reader users with visual impairments. The button appears when a user enters a search term and navigates through the window using the tab key.
Recruitment Manager
Version 2409.0
- A new field for Mobile Phone (TargetX_SRMb__Mobile_Phone__c) is available on Relationship (v1) records.
TargetX Resolved Defects
Engage (Version 2409.0)
- (CL-2124) Engage permissions allow users to delete an Engage meeting without error. Previously, non-Admin users needed to have ‘Modify All’ permissions to delete an Engage meeting.
- (CL-2165) Engage Permission Sets can be included in Permission Set groups. Previously, Users of a Permission Set Group did not appear as an ‘Available Advisor.’
Online Application (Version 2409.0)
- (CL-2179) Conditions for filtering Read-Only cards will correctly display Read-Only cards. Previously, only the “equals” operator in filter criteria worked properly.
- (CL-2187) Online Application deadlines correctly display for Hawaii Standard Time (HST). Previously, deadlines in HST were displayed as one day later.
- (CL-2212) Valid date fields save properly. Previously, certain dates generated an ‘invalid date’ error when data was resaved.
Portal (Base Version 2409.0)
- (CL-2203) The App Dashboard widget correctly displays the Start New Application button based on your configuration. Previously, the Start New Application button display setting didn’t work correctly when an application already existed.
Recruitment Manager (Version 2409.0)
-
(CL-2199) Inquiry records properly roll up to the Contact when using Source to Master. Previously, when using the Batch Rollup defined in RM Preferences, the roll-up would fail when Id was configured as a Tracked Field, creating a TargetX Log.
TX Forms (Base Version 2409.0)
- (CL-2115) The General TX Forms embed code displays properly. Previously, when a General TX Form was embedded in a webpage, the form did not display properly.
WebAdMIT Enhancements
Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.
Field Updates: Ordering, Naming, and Availability
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.
We recently completed an audit of the fields available within several of WebAdMIT's features. Updates include:
- Reordering fields within field groupings for logic and flow (e.g., all address fields are together).
- Updating field names for consistency (e.g., the organization field name across experience types is the same).
- Adding fields to the List Manager as new search criteria.
- Making fields available to different types of WebAdMIT users (e.g., admissions users versus advisors).
We encourage you to download your CAS's data dictionary to view all updates. If desired, you can then use this to update any templates you've built in the following features:
- List Manager
- Export Manager (and your program's associated integrations, if applicable)
- Applicant Header
- Scoring
- Email Template merge fields
WebAdMIT for AMCAS Enhancements
Disclaimer: on rare occasions, a new feature or enhancement may be moved to a future release or otherwise subject to change.
High School Metadata Available in the Applicant Details Page
AAMC is providing high school metadata for its applications. You can access this metadata under the Education panel, High School subpanel on the Applicant Details page. It will appear similar to how college metadata displays; when you click on the school’s name, a new window appears with the metadata.
New Documentation for Outcomes
Please review the list of new reference guides, all accessible in the Liaison Outcomes Help Center.
|
Document |
Details |
|---|---|
| Reformatting Export Text for Compatible Imports |
Our Advanced Configuration Library provides guidance to help you build custom configurations in Outcomes. In our latest article, Reformatting Export Text for Compatible Imports, you'll learn to use JavaScript code to overcome import compatibility issues due to special characters, accent marks, excessive length, whitespace variations, or other unsupported formatting. |
| Converging Race/Ethnicity Into One Field | In this article, you'll learn to use JavaScript to create a Custom Property that distills applicants' race and ethnicity selections into a single field that follows federal reporting guidelines. |
New Documentation for WebAdMIT
Please review the list of new reference guides, all accessible in the WebAdMIT Help Center.
|
Document |
Details |
|---|---|
| Transfer Settings Guide |
WebAdMIT's Transfer Settings feature allows you to transfer templates from a previous cycle to a current cycle. The feature is typically available within the first week of the CAS application launch. This guide has been restructured and updated with the most current workflows and best practices. |
Ongoing Maintenance
Please review the list of scheduled downtime/maintenance and product updates.
|
Event |
Date |
Details |
|---|---|---|
|
Sandbox Environment Refresh |
August 2, 2024 |
The WebAdMIT Sandbox environment (uat.webadmit.org) was refreshed with current (cleansed) production data and program configurations. Any test exports, custom fields, etc., in the current sandbox were overwritten. The next sandbox environment refresh is scheduled for September 29, 2024. |
Coming Soon!
Please review the list of upcoming events, including scheduled downtime/maintenance, product updates, and regional training opportunities.
|
Event |
Date |
Details |
|---|---|---|
|
Shared Lookup Table Updates for Spring 2025 |
Requests due by November 1, 2024 |
Many fields in the Applicant Portal contain predefined answer values that applicants can select; for example, the Country and County fields both have predefined answer values. These values are housed in shared "lookup tables" which are viewable in your CAS's/UniCAS's data dictionary file. Lookup table change requests can be sent to a member of your account team, who will compile and review these requests. The last date to submit lookup table update requests is November 1, 2024. New lookup table values will appear in the CAS Applicant Portal in March 2025 (subject to change). Visit the Shared Lookup Table Updates page for more information. |