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Product Release Summary
This Product Brief includes a summary of Regent 6.1.x releases, information on key enhancements, and direction to additional documentation and information.
Product Release Description
The 6.1.x releases address product defects as listed in the “Bugs” section of the Release Notes, and also enhancements and new features including:
Release 6.1.0.0
Standard Communications:
Configurable Privacy Policy Link added to Standard Communications
Standard SAP Warning and SAP Suspended Communications Templates
Regent Fund:
Added ‘is empty’ and ‘is not empty’ to Regent Query Language (RQL)
Loan Aggregate Calculations:
Automated adjustments for Dependent Additional Unsubsidized Loans, Graduate Loans, and Health Professions Loans
Program Management Wizard:
Add an Academic Year Manually without Creating All Prior Years
Release 6.1.1.0
2023-2024 Regent Access Year
2023-2024 Access Questionnaires
Access Export File for 2023-2024 Forms per 2023-2024 ISIR format
2023-2024 ISIR Support
2023-2024 Message Classes added to SAIG Process
2023-2024 ISIR Print Updates
2023-2024 Updates to ISIR Comparison Tool
2023-2024 ISIR Import and ISIR Correction files
2023-2024 ISIR Correction Wizard
Note: Full 2023-2024 ISIR Functionality will be available in Regent 6.2
Access:
Master Access Questionnaire in Student Experience Accepts Numbers in Name Fields
Regent Award for Salesforce:
Full Scheduled Sync Logging and Status
Fund Setup:
Expanded ‘Per Payment Period’ Options
Document Setup
Assign by SAP Status
Also mentioning Prior Minor Release 6.0.1.0
Access:
Added Transaction Number to Regent Access Forms
Further details on enhancements/new features and a complete list of bug fixes as well as any new scripts and data views can be found in the Release Notes.
The Release Notes also contain information on new configuration options, and a list of updates to the Admin Guide and User Guide.
Other Documentation
In addition to the Product Brief, the following documentation is also available:
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System Requirements
Any client currently using Regent Award may take Regent 6.1 for UAT and ultimately production upgrade.
Any client currently using Regent Review may take Regent 6.1 for UAT and ultimately production upgrade.
Any client currently using Regent Access may take Regent 6.1 for UAT and ultimately production upgrade.
Any client currently using Regent Award may take the Regent 6.1 version of Student Experience for UAT and ultimately production upgrade.
Please note that a build script will be executed as part of an upgrade to the 6.1.2.0 release that will identify and fix existing Nonterm students for 180 days and abbreviated periods by identifying students with a 180-days since the last attended period and abbreviated periods that have not been hard-closed and setting the flag to close the period if the flag is not already set.
Batch Packaging will need to be executed after the upgrade for schools with Nonterm programs either based on the scheduled process or manually in order for the resolution to apply and Academic Plan to update.
If Batch Packaging does not include ‘Inactive’ students, the ‘Inactive’ students would require a user to MAP the student(s) before updates are realized. A client with a high volume of nonterm students will need to expect the script to take up to a couple of hours to run.
Any client currently using Regent Review may take the Regent 6.1 version of Student Experience for UAT and ultimately production upgrade.
Some Regent Access clients may take the Regent 6.1 version of Student Experience for UAT and ultimately production upgrade. Please work with your Account Manager for additional information. Note: All current customer-specific functionality in the legacy portal may not be available in the new Student Experience portal at this time.
Clients using Regent Award for Salesforce will not need to upgrade RAFSF to maintain current functionality, but are encouraged to do so to take advantage of enhanced sync logging for diagnostics. Please reach out to your Account Manager / Project Manager.
New Feature Overview for Regent 6.1.x
Regent 6.1.0.0
Standard Communications
Privacy Policy Link: An optional Privacy Policy link configuration for Standard Communication Templates was added to the Content Used in Communications setup. Users will enter the Privacy Policy display name (how the Privacy Policy hyperlink will display to the student) and the Privacy Policy URL. If configured, the Privacy Policy link will display as a footer at the end of the communication template. Clients should ensure that fonts, colors, and spacing are configured to display as expected.
SAP Warning and SAP Suspended: New standard communication templates for students determined to have statuses of SAP Warning and SAP Suspended are now available. The filters related to these templates were added in the previous 6.0 release.
Regent Fund
Regent Query Language (RQL): RQL was updated to add support for the ‘Is Empty’ and ‘Is Not Empty’ operators in order to align with the operators supported within the Query Builder. These operators allow users to easily include or exclude NULL values.
Loan Aggregates
Adjustments to Loan Aggregate Amounts: Regent Award has improved Award calculations for Subsidized and Unsubsidized Direct Loans to automatically adjust the student’s aggregate balance for the following use cases:
1) An Undergraduate student’s aggregate balance will be reduced by the amounts of any previous graduate-level loans (including Additional Unsubsidized HPPA loan amounts for certain health profession programs).
2) A Dependent Undergraduate student’s aggregate balance will be reduced by the amounts of any Additional Unsubsidized loans awarded due the Parent’s inability to borrow a Parent PLUS loan.
3) A Graduate student’s aggregate balance will be reduced by the amounts of any Additional Unsubsidized loan amounts awarded for HPPA programs.
The student History tab in Regent Award has been enhanced to include an Loan Aggregates subtab that display’s all of a student’s Subsidized and Unsubsidized Stafford/Direct student loans based on ISIR and NSLDS FAH file data. There is a ‘flag’ column to identify any additional Unsubsidized amounts attributable to either a PLUS Loan Denial (P) or a Health Professions Loan (H), or both (B). The Loan Override Aggregate Amount column provides users an opportunity to change the amount of an individual loan’s amount to be considered in loan aggregate calculation adjustments, and an Activity Log Entry will record the override.
Program Management Wizard
Adding an Academic Year Manually: New functionality supports the ability for a user to add an Academic Year in the middle of an Academic Plan without requiring the user to add or update all previous Academic Years on the student’s Plan. These updates allow for overlapping periods that may be required for Non Substantially Equal Program Changes.
Release 6.1.1.0
2023-2024 Regent Access Year (RS-20653, RS-21779)
2023-2024 Access Questionnaires: New Access forms for the 23-24 FAY have been created that align with the 23-24 FAFSA and reflect the standard year-over-year incremental updates and include information text updates to the Student/Spouse and Parent earned income questions, for clarity.
ISIR Format Export File: The 2023-2024 version of the ISIR Format Export File for Access is included in this release.
2023-2024 ISIR Support (RS-21779, RS-21777, RS-21776, RS-21774)
2023-2024 ISIR Support for Regent Award, Regent Review, and Regent Access: The items listed below have been updated to support 2023-2024 ISIR processing.
2023-2024 Message Classes added to SAIG Process
2023-2024 ISIR Print Updates
2023-2024 Updates to ISIR Comparison Tool
2023-2024 ISIR Import and ISIR Correction files
2023-2024 ISIR Correction Wizard
Please note that 2023-2024 Comment Codes and Assumptions/Rejects are not yet available in Regent and will be provided for full 2023-2024 ISIR processing support in the next major release. Regent recommends that Regent Award clients wait until the upcoming 6.2 release to import 2023-2024 ISIR files.
Access (RS-19858, RS-23693)
Name Field Consistency: The Master Access Questionnaire in Student Experience now accepts numbers in the name fields.
Transaction Numbers: Application transaction numbers were added to Regent Access forms in the previous minor Release 6.0.1.0.
Salesforce (RS-23860)
Sync Logging: The Regent Award for Salesforce (RAFSF) application has been updated with full scheduled sync logging to support improved diagnostics for any syncing issues. There is no requirement to update to a new RAFSF version upon upgrade to Regent release 6.1 to maintain current functionality. However, there is the option to upgrade in support of the improved diagnostic capabilities. Please see Regent Award for Salesforce (RAFSF) for latest versioning information.
New Fund Setup Options (RS-20062)
Expanded ‘Per Payment Period’ Fund Setup Options: Enhanced term-based Fund Setup options allow clients to configure different award amounts for different enrollment levels by FAY and/or a minimum number of units required for a student to receive the fund for a term. These options are intended for institutionally-managed funds or external funds with these types of rules. They do not apply to Pell, TEACH, or Direct Loans, all of which are already managed per federal requirements. Any configurations using the previous version of the ‘per payment period’ setup will be honored.
New
New Document Setup Option (RS-24364)
Assign by SAP Status: A new SAP Assignment tab has been added to Document Setup. Documents may be assigned based on a student’s SAP Status or SAP Failure Reason. The SAP Status and SAP Failure Reason may be used in conjunction with one another or independently. SAP Status Options are: Satisfactory, FA Probation, FA Suspended, Not Calculated, FA Warning, and MTF Suspended. SAP Failure reasons include: GPA, Completion Rate (Pace), Maximum Timeframe, Anticipated Maximum Timeframe, Status Provided Manually, and Status Provided from SIS
Known Issues for Regent 6.1
Key | Issue | Workaround |
|---|---|---|
RS-17711 | When an MPN document requirement is Satisfied automatically via import of a COD PN file, the Document Audit Log does not record the specifics of the change. | Refer to the student's Activity Log for the needed information. |
RS-17860 | The Advanced Packaging feature of MAP displays the incorrect number of Anticipated Units for some Summer Terms that are set up to be anticipated with 'Anticipate 0 Units for Term' is Yes AND when Spring Pell is overridden from the prior/current FAY to the next FAY. | When using Advanced Packaging and this issue occurs, zero out the units for Summer terms on the screen as desired. |
RS-18575 | In certain cases, the 'Cancel Funds if Document is in Unsatisfied Status' is not working as expected. | Manually cancel the award. |
RS-19477 | On occasion, the BP Process completes successfully, but the Process Log is not closed ("hangs" at 99%) to it appears to the user that the process did not complete. | Contact Regent for manual steps to close the process on the Process Log. |
RS-19496 | ISIR - Unmatched' Report Includes SSN in CSV and XML file exports when "include SSN" is false. | SSNs do not display in initial results on screen. Delete SSNs as soon as export file is created, or export in .pdf, Word, or Excel. |
RS-19608 | Fund Config Report is returning incorrect information in the output | Utilize the Fund Config View data view. |
RS-19772 | In certain cases, Regent is refunding $1 Pell upon import of an NSLDS FA History file with LEU within a dollar of 600. (Also RS-21029) | Use Modify Award Wizard (MAW) to set the correct amount of Pell and make the award 'manual'. |
RS-20126 | Only one bulk action can be applied at a time to tasks. | If wishing to make multiple updates at the same time, do not use the bulk action function. |
RS-20659 | In limited cases, when using the 'Alternate Census Date' and a student is initially packaged after all configured census dates, the initial Pell enrollment status may be incorrect. | The amount corrects the next time the student is packaged. |
RS-22350 | The canned Student Activity report in Regent Award does not display data. | Utilize information from related data views. |
RS-22609 | In certain cases, when a Leave of Absence is added for the second half of an eligible semester, Pell grant is cancelling. | Manually adjust the Pell grant amount using MAW. |
RS-22944 | In some cases when a Nonterm student returns more than 180 days after withdrawal, the expected new academic year is not being created. | None. |
RS-23443 | When a student in a nonterm short program registers for more credits than are defined by the program length, Regent awards Pell for all registered credits. | Manually adjust the Pell award amount using MAW. |
RS-23482 | In certain cases, the Year-Round-Pell portion of an award is being cancelled during the R2T4 process. | Manually reinstate the eligible Pell amount via MAW. |
RS-23724 | For schools configured to do Pell in even dollar amounts, certain Pell PWDs (calculated with cents) and not rounding properly when they are processed for payment. (Also RS-23806) | Manually update the disbursement on COD. |
RS-23741 | Packaging Grid does not award if the Site Associations section is set to specific sites | None. |
RS-23853 | When student enrollment in a final academic year is extended to include an additional term with enrollment, the original loans may remain while duplicate loans are created for the resulting new loan period. | Manually cancel the original loans. |
RS-24067 | A user with View Notification Permissions enabled cannot see Communications on a student's Communications tab | Enable the Generate Communication permission for the user. |