Release 5 – June 4, 2023

Liaison’s suite of portals work together to help you collect and manage applications. The CAS application, also referred to as the 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 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:

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

   Edit Program Attributes and Question Rules for Active and Closed Programs

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.

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

Once a program is live in the application, limited changes can be made, such as updating a deadline date or the program homepage instructions. With this enhancement, select users can make additional edits to active and closed programs through the Configuration Portal, such as:

• Editing standard and custom program attributes (e.g., program name, delivery format, test score required, etc.) on the Program Details page.
• Editing, adding, and deleting Change Deadline Question Rule templates.
• Editing, adding, and deleting Program Availability Question Rule templates.
• Editing, adding, and deleting Change Fee Question Rule templates.

This new functionality allows you to manage your program’s configurations more easily and independently throughout the cycle.

Configuration Portal

Select users can make the above updates in the Configuration Portal as needed. Applicant-facing program attributes and Question Rule changes will be seen immediately in the Applicant Portal.

WebAdMIT

To give select users editing access, the Config. Portal Live Editing Access role must be activated on the user account page.

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

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

   Personalized Subpanels for Pinned List, Export, and Report Templates in Menu Bar

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 you use the List Manager, Export Manager, and Report Manager, you can choose to pin a frequently used template to the Menu Bar. This provides you and other users with quick access to run a template, instead of going into the feature’s management page and then clicking the template name. However, pinning a template to the Menu Bar appears for all users’ accounts at an organization, and some of these templates may not be frequently used by all users. The Menu Bar can then become cluttered.

With this enhancement, the Menu Bar has two new collapsible subpanels that will contain only the templates that the user pinned:

• A My Lists subpanel under the Applicant Lists panel
• A My Exports and Reports subpanel under the Exports and Reports panel

This enhancement gives you a more personalized Menu Bar experience, as you only see the templates you pinned, not other users. All templates currently pinned in your account will remain to ensure that you have full control over what you have pinned. You can remove any that you no longer want pinned by going into the feature’s management page and unchecking the Show on Menu Bar checkbox.

   Field Name Hover Text in List Manager

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 use the List Manager to group and manage applicants by common criteria. When creating or editing a list, the criteria you select are truncated on the page. With this enhancement, when you hover your cursor over the criteria, the field grouping and full field name are now listed. This allows you to more easily identify the fields you are using in your filters.