Release 8 – August 27, 2023

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New Features and Enhancements

CAS Application Enhancements

Liaison’s suite of portals work together to help you collect and manage applications. The CAS application, also referred to as the CAS Applicant Portal, is the system where applicants find and apply to your programs. You receive these applications in WebAdMIT or Liaison Outcomes, where you perform your review processes. The appearance of your program and your requirements are customized in the CAS Configuration Portal, where you establish the program-specific elements that your applicants will interact with. Additionally, your program may use one or more of the following tools and platforms:

API: a data integration tool.
CAS Analytics by Liaison and Othot: advanced analytics solutions and data reporting tools.
CAS Applicant Gateway: a platform for applicants who have already submitted their CAS application to complete and upload additional materials requested by their programs.
CAS Liaison Letters: a platform for evaluators to submit their letters of recommendation.
Enrollment Marketing and TargetX: customer relationship management (CRM) systems for student lifecycle management.
Living Profile: a platform where students can connect their academic pursuits with their career aspirations.
SlideRoom: a platform for collecting digital portfolios.
Time2Track: a platform for tracking, verifying, and managing experiences.

Internal-only CAS Custom Questions

This enhancement must be approved by the CAS association or UniCAS client for use in the next cycle. CAS association and UniCAS clients: contact your Account Manager 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.

If a CAS has a custom question in the first three quadrants (i.e., Personal Information, Academic History, and Supporting Information) or Extended Profile section, then the question can be configured to be internal only, meaning that that question and its answers will not be sent to other portals such as the CAS API, WebAdMIT, and Outcomes. This enhancement allows CASs to continue to collect data while restricting who can view it. To request reports on the data, contact support.

Analytics by Liaison

You can still access internal-only questions and answers in reports if they are custom questions mapped to Analytics. Check with your account manager for details.

Applicant Portal

Applicants can answer internal-only questions and view their responses in the full application PDFs they download from the Applicant Portal.

CAS API

Internal-only questions and answers are not accessible in the CAS API.

Liaison Outcomes

Internal-only questions and answers are not accessible in Outcomes.

WebAdMIT

Internal-only questions and answers are not accessible in WebAdMIT or the full application PDFs you download from the Applicant Details page.

Annual Fall 2023 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.

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

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.

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 optimal implementation of the new values, review the Shared Lookup Table Updates page.

Liaison Outcomes Enhancements

The following enhancement is now available in Liaison Outcomes. All enhancements are automatically available to all CASs and participating programs using Outcomes. No action is required on the part of any association, school, or program. 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 Batch Action Menus

Liaison Outcomes offers several grids that allow you to complete batch actions. This functionality is available when working with Applications, Contacts, Reports, Tasks, and other areas of the software. With this update, these batch action menus have been enhanced to make them more prominent and easier to work with. They are also adaptable so that longer menus will be entirely visible.

Messages Can Be Resent from Messaging Tab in Contacts Section

From the Messaging tab of a contact record, you can now resend messages you've sent within the last 90 days. To do so, click Re-send Message.

Enhanced User Exports

Outcomes allows you to export user data in several formats. With this enhancement, you can create advanced user exports, designing them with custom filenames and schedules. You can access user exports from the Settings Menu by clicking Exports in the Import/Export section, or via the batch actions menu from the Users page.

Applicants Can Create a Sharable Link to Their Application

While working in the Student Portal, an applicant may want to share their application with a parent or another third party who can view their progress and submit a payment for them. With this enhancement, applicants can create a shareable link for this purpose. While creating the link, applicants receive an access code that the third party will be required to use to gain access to the application. The third party will see the overall progress of the application, but not its details (e.g., personal information). If the application is complete, the third party can also review and pay the application fee. Applicants can later revoke access to their application by adjusting the Share My Data toggle.

New Documentation for Outcomes

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

Document	Details
Working with Conversations	The Conversations feature in Outcomes allows you to review and manage the message threads between you and your contacts. Review our Working with Conversations documentation to learn more.
New Admissions by Liaison Videos	The Admissions by Liaison documentation is now being supplemented with videos. New videos are available on several topics, including Getting Started with Liaison Outcomes.
Migrating Contact Properties to Application Properties	Our Advanced Configuration Library provides guidance to help you build custom configurations in Admissions by Liaison. In our latest article, Migrating Contact Properties to Application Properties, you'll learn how to add a code snippet that allows you to migrate data from Contact Properties to Application Properties, where the data can serve as a custom field available to display on your Application Summary or include in exports.

Document

Details

Working with Conversations

The Conversations feature in Outcomes allows you to review and manage the message threads between you and your contacts. Review our Working with Conversations documentation to learn more.

New Admissions by Liaison Videos

The Admissions by Liaison documentation is now being supplemented with videos. New videos are available on several topics, including Getting Started with Liaison Outcomes.

Migrating Contact Properties to Application Properties

Our Advanced Configuration Library provides guidance to help you build custom configurations in Admissions by Liaison.

In our latest article, Migrating Contact Properties to Application Properties, you'll learn how to add a code snippet that allows you to migrate data from Contact Properties to Application Properties, where the data can serve as a custom field available to display on your Application Summary or include in exports.