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Liaison

Release 10 – November 3, 2024

New Features and Enhancements

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.

New Switch Prevents Automatic Subscription Rollover

The CAS API Subscription API now supports a new property "rolloverDisabled." If this property is set as TRUE, the subscription will not automatically roll over to the next cycle.

Support for Updated and Canceled Official IELTS Academic Scores

Liaison now supports updated and canceled Official IELTS Academic scores. If a score was updated, the updated date timestamp will be different, as well as the impacted score. To capture this value, look for changes in score values or updated dates; there are no other indicators that a score was updated. Note that Liaison deletes records of canceled scores entirely, so these will no longer appear in WebAdMIT or Liaison Outcomes.

CAS Configuration Portal Enhancements

The following enhancements are now available in the CAS Configuration Portal. 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.

Program Attributes Report for Association Users

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.

Association users can now download program attribute data for all organizations and programs within a CAS and cycle from the CAS Configuration Portal. This allows association users to have a bird's eye view of all their participating programs' information and be able to review and filter data quickly and easily within a spreadsheet.

Note that this report only includes program attribute data (e.g., program name, deadline, fees, etc.). It does not include any program configurations for questions, documents, college transcripts, prerequisites, recommendations, etc.

To access this report, click the edit icon next to the cycle years, then click the Export button on the Organizations & Programs page.

RN_CAS Config Portal_Export.png

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.

Enhanced Contact Email Features

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.

Similar to recent updates to applicant emails, contact emailing has a new user interface, template options, and features. Enhancements include:

  • New Send Email panel accessible from the Contacts Grid.
  • New Contact Email Templates, accessible from the Contacts section of the Settings Menu.*
  • Updated Batch Action Menu in the Contacts Grid, where clicking Email opens the new contact email editor, and clicking Marketing presents options for marketing communications.
  • New, simplified email editor with enhanced options for merge fields, attachments, previewing, and testing emails.

RN_Outcomes_Contact Email.png

*This feature is not available for CSU Transfer Planner users.

New Merge Fields in Export File Names

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 exports with customized file names, Outcomes now allows you to use a wider variety of merge fields in file names. This includes many contact-scoped properties and any application-scoped properties with data types of Number, String, or Date, so long as they are not encrypted. Along with this enhancement, custom file name lengths are limited to 255 characters.

Enhancements to the Events 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.

Several enhancements were made to the Events portal, including:

  • The ability to update the details of all occurrences of an event after it has been published.
  • A new key performance indicator, Total Registrations, that tallies all registrations with a status of Registered or Checked In.
  • A feature that allows any searches or filters you added to the Events grid to remain in place after navigating away from the grid.

These enhancements allow you to gain more insights and work more efficiently in the Events portal.

Two-Factor Authentication (2FA) for Outcomes Accounts

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.

Outcomes now supports two-factor authentication (2FA). To enable it, click your account icon at the bottom of the navigation panel, then click My Account and Enable two-factor authentication.

2FA settings in Outcomes

TargetX Enhancements

Communication Planner

Version 2411.1

  • The Communication Planner settings include a General Settings tab for better organization of related options.
Portal

Base Version 2411.14

  • Section height can be adjusted to tailor how information is presented on your page. For details, see Creating a Portal.
TargetX Resolved Defects

Communities (Version 2411.1)

  • (CL-1857) A tailored message is shown when the Contact account owner lacks a specific role. Previously, users received a generic message stating, "Your request cannot be processed at this time. The site administrator has been alerted."

Events (Version 2411.1)

  • (CL-2012) Time slots for another Contact's appointment do not appear as available. Previously, they were displayed as available when you attempted to schedule an appointment.
  • (CL-2210) Event forms display correctly when previewed in Firefox. Previously, Event forms would not appear.

Online Application (Version 2411.4)

  • (CL-2216) Validation rules triggered by Address Widget fields now correctly appear at the bottom of the card. Previously, they did not display.
  • (CL-2258) Data in conditionally visible questions on repeatable cards is saved to the appropriate fields. Previously, some data in conditionally visible questions on repeatable cards was only recorded in application snapshots.

Portal (Base Version 2411.14)

  • (CL-2252) The 'Start a New Application' link is available to students. Previously, it was missing if the student had only one application and that application had the decision letter published or their offer had been accepted or declined.

Retention (Version 2411.0)

  • (CL-2230) Faculty Early Alert email invitations and reminders show the current year in the footer. Previously, the footer displayed 2020.

TX Forms (Base Version 2411.14)

  • (CL-2236) The Case object can be used when building a TX Form. Previously, it was not an option.
  • (CL-2237) Long text fields on forms now display in full. Previously, the text was truncated, with an option for users to "View More."

WebAdMIT Enhancements

The following enhancements are now available in WebAdMIT. 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.

Retain Template Owner After Transfer Settings

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.

The Transfer Settings feature allows programs to carry forward templates they built in WebAdMIT from the previous cycle into the new cycle. Only Institution Managers who are in the WebAdMIT Administrators Work Group can initiate the Transfer Settings feature, and previously, they became the owner for all lists, exports, reports, PDF Manager templates, and email templates.

With this enhancement, the original owner/creator of the template will remain the owner after the Transfer Settings feature is run. This allows those template creators to have continual editing and management access across cycles. The Settings Transfer report has also been updated to reflect this new behavior.

Note that if the original owner does not exist or is not active in the new cycle, the user who runs the Transfer Settings feature will become the owner in the new cycle.

Optional Multi-Factor Authentication (MFA) for WebAdMIT

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 now have the option to activate multi-factor authentication (MFA) using any standard two-factor authentication (2FA) app (e.g., Google Authenticator, Microsoft Authenticator, Authy, etc.). You can activate it by clicking Account in the top right corner, then clicking Enable MFA.

If you activate it, you'll follow the standard MFA process, including verifying your account with a six-digit code. This enhancement provides you with an alternate way to securely manage your WebAdMIT account.

RN_WebAdMIT_MFA.png

Coming Soon: Updated IP Addresses for Production Environment

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.

WebAdMIT will have a planned migration of IP addresses for the production (i.e., live) environment. This migration is scheduled for Sunday, January 12, 2025 and WebAdMIT will be unavailable during this migration.

If you safe-listed the entire range of IP addresses (available on the Technical Requirements page), you do not need to make any changes.

If you safe-listed a smaller set of IP addresses, you will want to notify your IT department and either safe-list the entire range or the new smaller set. You can contact a member of your account team for the smaller set of IP addresses.

Note that the IP address changes impact inbound traffic only (e.g., sending data into WebAdMIT using the WebAdMIT API); IP addresses for outbound traffic are not affected.

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).

Creating and Managing Your Liaison Outcomes Account

We've consolidated creating and managing your Liaison Outcomes account information into a separate guide so you can more easily search for and find help with your account.

Sending Emails in Liaison Outcomes

In line with the recent email enhancements, a new video, Sending Emails in Liaison Outcomes, has been published.

Creating Evaluation Forms in Liaison Outcomes

A new video, Creating Evaluation Forms in Liaison Outcomes, walks you through creating and applying evaluation forms for application reviews.

New Documentation for WebAdMIT

Please review the list of new reference guides, all accessible in the WebAdMIT Help Center.

Document

Details

Creating and Managing Your WebAdMIT Account

We've consolidated creating and managing your WebAdMIT account information into a separate guide so you can more easily search for and find help with your account.

Reviewing Applicants with Competing Offers and Shared Decisions

Several CASs offer Decision Code reports, which include program competing offers made and accepted and shared decision data; these are accessible under the Applicants panel in the Menu Bar. This new page explains more about these unique reports and how to use them effectively.

Ongoing Maintenance

Please review the list of scheduled downtime/maintenance and product updates.

Event

Date

Details

Sandbox Environment Refresh

November 7, 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 29, 2024.

Coming Soon!

Please review the list of upcoming events, including product updates and regional training opportunities.

Event

Date

Details

experience: LIAISON | San Antonio

Proposal submissions due by November 17, 2024

Early bird registration due by November 29, 2024

Refine your skills, broaden your perspectives, and elevate your strategic thinking alongside like-minded higher ed professionals at experience: LIAISON, June 16–18, 2025 in San Antonio, TX.

Take advantage of our early bird pricing of $495 (a savings of $200) - register now!

Interested in speaking? There's still time to share your real-world insights and expertise with a community of engaged higher ed professionals. Submit your proposal by November 17, 2024 to help shape the San Antonio experience.

Shared Lookup Table Updates for Spring 2025

March 2025

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. 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.

 

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