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Liaison

Release 10 – November 3, 2024

New Features and Enhancements

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

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.

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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