Release 9 – September 29, 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.
Application Jumpstart Between Cal State Apply and CSU Transfer Planner
This enhancement is automatically available for use by only Cal State Apply in the next cycle. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.
Liaison offers several applicant-focused products, including:
- CAS Applicant Portal: an intuitive, flexible application service that simplifies the admissions process for higher education degrees.
- CSU Transfer Planner: a system where California Community College students can apply to transfer to one of the 23 California State Universities (CSUs).
Applicants can choose to jumpstart (i.e., prefill) their Cal State Apply application using their CSU Transfer Planner account. This enhancement reduces manual data entry work for the applicant, as they can quickly migrate their demographic information and academic history between Liaison's applicant-focused products.
Cal State Apply (CAS Applicant Portal)
When applicants first create their account for a new application cycle, they have the following options:
- Prefill their CAS application from an existing CSU Transfer Planner account (new behavior).
- Prefill their CAS application using the reapplication process from a previous CAS application (existing behavior).
CSU Transfer Planner
Applicants can also prefill their CAS application from CSU Transfer Planner by clicking the Apply for Fall/Spring button on the CSU Transfer Planner dashboard. This process can be initiated only once per CAS application cycle and the button only appears once a student completes their General Education (GE) requirements for Areas A2 and B4.
Information that is prefilled from a CSU Transfer Planner account includes:
- Any followed programs in CSU Transfer Planner and, if applicable, the Transfer Success Pathway (TSP) enrollment program.
- Personal Information section: gender, language, race summary, parent education level, and military status data.
- Academic History section: colleges attended, degree data, college coursework, standardized tests, and GE subjects for Areas A1, A2, A3, and B4.
WebAdMIT
You will see the following information on the Details button under the Designations panel on the Applicant Details page:
- Transfer Type: if the applicant has a TSP enrollment.
- Transfer Planner Intended Transfer Term: the TSP enrollment start term.
- CCC Start Date: the applicant’s intended transfer term.
All these fields are also available in the List Manager and Export Manager.
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.
GET Applications API Now Groups All Alternate IDs Under Each Applicant
If an applicant has multiple alternate IDs, the GET Applications v1 API now groups all of the alternate IDs under the applicant. Previously in this scenario, the API would return multiple nodes (separate application entries) for each alternate ID. This enhancement improves data quality and statistical accuracy.
CAS Configuration Portal Enhancements
Program Configuration Export Includes Unofficial Transcript Requirements
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 export your program's configuration data from the CAS Configuration Portal. With this enhancement, two new fields are now included in the College Transcript sheet of the report:
- Unofficial Transcript Required to Submit
- Unofficial Foreign Evaluation Required to Submit
This enhancement allows you to capture all program configuration data, especially related to recent new features.
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.
Outcomes Now Allows Global Data Restrictions
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 configuring roles, you can establish data restrictions that prevent users from seeing specific data points of your choice. With this enhancement, administrators and other users with the Manage Global Data Restrictions permission can establish data restrictions that apply to all other roles. For example, if you want to restrict all non-admin users in your organization from seeing race and ethnicity data, you can add the Race field as a global data restriction.
New My Application Review Filters Available in Segments
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.
While on the Applications Grid, you can use the Segment feature to isolate applications that match specified criteria. With this enhancement, two new criteria are available: My Completed Reviews and My Incomplete Reviews. These filters allow you to find applications that you have reviewed or are currently assigned to review.
Reformatted Outcomes Question Labels
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.
Question labels are reformatted to make application questions easier to identify when creating exports, segments, and data restrictions. This enhancement improves readability and accuracy when selecting these fields in Outcomes. Reformatted question labels will be rolled out to all CASs and Outcomes instances over the next few releases. Contact a member of your account team with any questions.
TargetX Enhancements
Communication Planner
Version 2410.0
The TargetX Communication Planner consolidates Email and SMS campaigns into a single tool, enabling you to define Tracks and Steps tailored to your organization's requirements. Salesforce serves as the interface and repository for campaign data and images, while actual campaign execution and related processes remain outside its scope.
- Campaign Builder is the primary organizational level in the Communication Planner, where you define Tracks, Steps, and Elements.
- Reports display Charts and Reports on your Campaign statistics.
- Activity Center lets you view your Campaigns, Tracks, Elements, Status, and Sent details.
- Template Builder is a tool for creating content/messaging for Email and SMS Templates. All campaigns and templates, including accompanying images, are securely stored within your Salesforce instance.
- Folders enable you to organize your content for campaigns and templates efficiently.
TargetX Resolved Defects
Engage (Version 2410.1)
- (CL-2114) Setting your Session Timeout to ‘force logout’ will display a message when your session times out. Previously, Console errors were displayed when a session timed out.
- (CL-2188, CL-2239) You can successfully create a new student with a Canadian 672 area code phone number. Previously, the 672 area code was not recognized and prevented students from being created.
Events (Version 2410.3)
- (CL-2111) The Appointment Scheduler accurately filters Success Team members based on Reason or Custom filters. Previously, it displayed all values regardless of the applied filters.
Online Application (Version 2410.1)
- (CL-2144) Conditional fields display correctly based on responses to a multi-select picklist. Previously, selecting multiple options from the picklist caused the conditional fields to fail to appear.
Retention (Version 2410.1)
- (CL-2083) The Load More button retains the focus on the tab you were on. Previously, if you were on the My Students tab and clicked Load More, the system switched to the All Students tab.
- (CL-2197) The Help icon on the Faculty Early Alerts page correctly links to the appropriate Help Center page. Previously, it directed to an outdated link that resulted in an error.
TX Forms (Base Version 2410.6)
- (CL-2220) When the Submit button is clicked, error messages are now read aloud by screen readers. Previously, users who clicked Submit wouldn't hear the error message and were unaware they had missed the required fields.
Transfer Planner Enhancements
The following enhancements are now available in CSU Transfer Planner Student and Campus (i.e., University and Community College) Portals. 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.
Student Portal: Transfer Timeline
The Transfer Timeline Calculator is a new tool that helps students compare various transfer timelines based on their completed transfer units, planned enrollment status, and summer term enrollment. Students can update their transfer timeline plan based on:
- Intended Transfer Date: pre-populated from CSU Additional Details
- Enrollment Status: pre-populated from CSU Additional Details
- Taking Summer Courses: Yes/No
- If yes- How many credits?
The Transfer Timeline allows students to see how different enrollment levels (e.g., below half-time, half-time, three-quarter-time, or full-time) impact their transfer goals and application deadlines. The calculator also displays reminders if students fall behind their target transfer date or miss their TSP enrollment deadlines.
Campus Portals: New Filterable Fields
Two new fields are available in the Segment builder:
- Transfer Units Completed
- TSP Agreement Start Term
New Documentation for Outcomes
Please review the list of new reference guides, all accessible in the Liaison Outcomes Help Center.
|
Document |
Details |
|---|---|
| Isolating Individual Test Scores |
Our Advanced Configuration Library provides guidance to help you build custom configurations in Outcomes. In our latest article, Isolating Individual Test Scores, you'll learn to apply JavaScript to a custom property or an export field that allows you to distill multiple test scores into one value (e.g., the most recent, highest, or average test score). |
Ongoing Maintenance
Please review the list of scheduled downtime/maintenance and product updates.
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Event |
Date |
Details |
|---|---|---|
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Sandbox Environment Refresh |
September 28, 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 November 1, 2024. |
Coming Soon!
Please review the list of upcoming events, including scheduled downtime/maintenance, product updates, and regional training opportunities.
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Event |
Date |
Details |
|---|---|---|
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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. |