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Liaison

Release 6 – June 30, 2024

New Features and Enhancements

Cross-Portal 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.

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

Applicants Can Delete and Replace CAS-level Documents After Submission

For CASs that collect documents in the Supporting Information section, 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.

For some CASs, applicants can upload CAS-level documents in the Documents section under the Supporting Information quadrant, and those documents are shared with all programs the applicant applies to. Currently, applicants cannot delete or replace those documents once they submit their application, and instead are advised to send their programs any updated files. With this enhancement, applicants will be able to delete existing and upload new documents after they submit their application. This allows applicants to more easily manage their application materials and deliver updated information to programs more efficiently.

If this enhancement is activated for your CAS, be aware that there is no audit trail of an applicant’s previously uploaded or deleted documents.

Additionally, note that this enhancement does not impact program-level documents in the Program Materials quadrant. Applicants cannot delete or replace program-level documents once they submit their application.

CAS Applicant Portal

In the Documents section under the Supporting Information quadrant, applicants now have the option to delete and upload a new document after they submit their application.

Release Notes CAS Delete Documents.png

Liaison Outcomes and WebAdMIT

You can view the most recently uploaded document in Liaison Outcomes and WebAdMIT.

CAS-level Unofficial Foreign Transcript Labels

For CASs that collect unofficial foreign transcripts in the Academic History section, 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.

For some CASs, applicants can upload a copy of their foreign transcript in the Colleges Attended section under the Academic History quadrant. Currently, the application does not differentiate between foreign transcript and foreign evaluation labels and only uses a "foreign evaluation" label, which can be misleading. With this enhancement, CASs can choose to replace "foreign evaluation" with "foreign transcript" to accurately reflect the desired documents applicants should submit.

CAS Applicant Portal

Applicants will see "foreign transcript" listed in the application, and this updated language will be in all instructions and tooltips.

Release Notes CAS Unofficial Foreign Transcript.png

Liaison Outcomes

The label change is reflected in Liaison Outcomes, and uploaded foreign transcripts will be labeled as Foreign Transcripts.

WebAdMIT

The label change does not affect WebAdMIT, and uploaded foreign transcripts will continue to be labeled as Foreign Evaluation.

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 Login Process with Organization Picker

For users that have access to multiple organizations in Outcomes and log in via our generic Outcomes CRM URL, this enhancement is automatically available for use. No action is required on the part of any association, school, or program. Contact a member of your account team for more information.

This enhancement is specifically for users who have access to more than one organization in Outcomes and log in via our generic Outcomes CRM URL (https://www.outcomescrm.com). After logging in, you’ll now be presented with a drop-down allowing you to select which organization you’d like to work with. You can still switch organizations by going to the View My Organizations page from the account menu.

Release Notes Outcomes Login Process.png

Student Portal Pending Accounts Page

For CASs that use the Student 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.

Students can log in to your Student Portal by navigating to your web address and creating an account. Once they create an account, your account activation email is sent to them. With this enhancement, there is now a Pending Accounts page that keeps track of the accounts that have been created but not yet activated. If students lose track of their activation email, you can access this page to review and resend these messages.

Release Notes Outcomes Student Portal Pending.png

Enhanced Events Portal User Interface

For CASs that use 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 updates have been made to the Events Portal to improve navigation and make features easier to find. Included in the updates are:

  • You can now search for specific communications on the Student Portal Dashboard.
  • Event Series information moved to the menu on the left.
  • Share Event and Edit Event buttons moved to the top right.

Release Notes Outcomes Events Portal.png

New Role Permissions for Individual Portals

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.

New permissions have been added to Role settings to allow for more granular control of access to features in different portals. Among the changes, the Manage Portals permission has been split into:

  • Manage Custom Portals
  • Manage Inquiry Portal
  • Manage Interview Portal
  • Manage Reference Portal
  • Manage Review Portal
  • Manage Student Portal

This allows you can grant access to these features individually.

New Documentation for Outcomes

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

Document

Details

Converging Race/Ethnicity Into One Field

Our Advanced Configuration Library provides guidance to help you build custom configurations in Outcomes.

In our latest article, Converging Race/Ethnicity Into One Field, 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.

Using Translation Tables to Export a Property that Varies Based on Question Response and Program In this article, you'll learn to filter for test scores that meet certain criteria. For example, you may want to review all applicants with SAT scores between an acceptable range. With this advanced configuration, you'll apply JavaScript code to test scores so that only those with the desired scores appear in a custom property or export.

 

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