Title: New Parent PLUS Borrower Communication Fields

Tickets: RS-18884; RS-20281; RS-20297; RS-20298; RS-20312; RS-20311; RS-20357; RS-20358

Description:
Regent has added new Communications fields to support communications to Parent PLUS Borrowers. Communications templates can access the data visible on the student's Loans sub-tab, PLUS Borrower Information. In this release, the Borrower's email address and Phone Number were added to the sub-tab. Regent Award was also enhanced with the ability to send email communications to PLUS borrowers when the borrowers are not listed on the student's Parent/Spouse/Reference Information. Currently, users must enter the PLUS borrower information manually on the sub-tab prior to COD acceptance of the PLUS loan.

Title: New Communications Fields: Office Name, Program Number of Years, SAP Failure Reason, Pell Lifetime Eligibility Used, Subsidized Usage Period

Tickets: RS-19687; RS-20197; RS-20198; RS-20199; RS-20200; RS-20201; RS-20202; RS-20226

Description:
Regent has added five additional fields to Communications:

• Institution Portal settings - Office Name, $InstitutionPortalSettings.General.OfficeName
• Program Setup - Number of Years, $ProgramConfigurationSettings.NumberOfYears
• Student's SAP Failure Reasons, $sap.SAPFailureReasonsString
• Student's Pell/IASG Lifetime Eligibility Used from NSLDS FAH data, $StudentFinancialAidHistory.NSLDSResponseLifetimeEligibilityUsed
• Student's Subsidized Usage Period from NSLDS FAH data, $StudentSubsidizedUsageHistory.NSLDS_SubsidizedUsagePeriod

Title: Use Prior Program SAP Status When Program Level is Changed

Tickets: RS-20169; RS-20172; RS-20173; RS-20174; RS-20175; RS-20176; RS-20177; RS-20178; RS-20179; RS-20203; RS-20205; RS-20206; RS-20208; RS-20209; RS-20210; RS-20211

Description:
Regent has enhanced Satisfactory Academic Progress (SAP) inheritance for Program Changes. The enhancement adds configurable behavior for Program Changes when a student's new program is changing between Undergraduate or Graduate levels. Schools may configure the new Institution Setup setting, Use Prior Program SAP Status When Program Level is Changed. The new setting is in addition to the preexisting configuration setting, Use Prior Program SAP Status When Program Is Changed At Same Level.

If the new setting has a value of Yes, then by default, the system will apply the previous program's SAP status for program changes across Undergraduate/Graduate program levels. If the new setting is No, and the new program is at a different Graduate/Undergraduate level than the previous program, the first SAP review period will default to a status of "Not Calculated" for the new program. Users may still choose to Use Prior Program SAP Status while processing a Program Change through the Program Management Wizard (PMW).

Title: Display Satisfactory Academic Progress (SAP) Failure Reason

Tickets: RS-19921; RS-20120; RS-20187; RS-20188; RS-20189; RS-20190; RS-20191

Description:
Regent Award records and displays the SAP Failure Reason(s) for Regent-calculated SAP status. The SAP status on the Student Summary tab reflects the student's most recent actual SAP evaluation. If a student's SAP Status is other than "Satisfactory" or "Not Calculated," a blue information icon will display next to the SAP Status. A user may hover over the icon to view the reason or reasons the student failed the SAP check. The SAP Failure Reason is also visible on the SAP Wizard. The new SAP Failure Reason is only displayed for Regent's Calculated SAP. It does not apply to the special Competency-Based Education (CBE) calculated SAP. For schools with SIS-provided status or students who have a Manual SAP record, the SAP Failure Reason will indicate the source of the non-Satisfactory SAP status.

Title: Capability to Skip E-Signature on Smart Forms

Ticket: RS-20109; RS-20277; RS-20278; RS-20279; RS-20302; RS-20303; RS-20304

Description:

Student Experience has been updated to read the "Not Required" configuration option for E-signature in Regent Award Document Setup, and to display or not display action buttons for Smart Form documents accordingly. If e-signature is not required, the user will have the ability to submit the document without signing and the signature section on the PDF of the document will be hidden.

Title: Allow Students to Add Document via the Student Experience Portal

Ticket: RS-20373; RS-20374; RS-20375; RS-20376

Description:

A new feature has been added that allows students to add a document requirement via the Student Experience portal. This feature displays in the Student Experience portal when the portal configuration is enabled. Only documents configured to ‘Allow Students to Add Document' are available to be added.

Title: Regent Plan Program/Site Configuration

Ticket: RS-19729; RS-20242; RS-20243; RS-20244; RS-20248; RS-20249; RS-20250

Description:

Site and Program-level configuration options have been implemented in Regent Award to make Regent Plan functionality presentable by Program/Site, as is currently done for 'My Borrowing’. Advisor Assist functionality was not updated with the site and program-level configuration.

Title: New Task- Review Late Disbursement – Payment Period Ended

Tickets: RS-19312; RS-20370; RS-20371

Description: 

A new Task has been added called 'Review Late Disbursement- Payment Period Ended.' The new task is similar to the 'Review Late Disbursement – LTHT' task, but differs in that it includes any unpaid loan disbursements for which the payment period has ended, regardless of the learner’s current enrollment status. 

Title: Title IV Authorizations Smart Form

Tickets: RS-20215; RS-20231; RS-20216; RS-20256

Description:
The Title IV Authorizations form collects required authorizations from students via an interactive Smart Form available in the Student Experience portal. All Smart Form responses are surfaced within Regent Award under the Student Portal Authorizations section in the Student Details tab.

Title: Program Information Configuration Option Display within Financial Aid Component

Tickets: RS-16289; RS-20228; RS-20240

Description: 

A new configuration option in Regent Award will allow Registered and Program Applicable units to be displayed for each term beneath the Academic Year selection in the Financial Aid component of Student Experience. This is for term-based programs only.

Title: FERPA Authorizations Smart Form

Tickets: RS-20215; RS-20231; RS-20216; RS-20256

Description:
The FERPA Authorizations form allows students to provide authorization to release information via an interactive Smart Form available in the Student Experience portal. All FERPA Authorization Smart Form responses are surfaced within Regent Award under the Parent/Spouse/Reference Information section in the Student Details tab.

Title: Enhancement to the Treatment of Expired MPNs for Disbursing

Ticket: RS-286; RS-20217

Description: 

The disbursement validation for EST has been updated for cases when the the MPN has expired. The EST logic has been updated to look at two tags in the Common Record (<MPNStatusCode> = “A” OR <MPNLinkIndicator> = “True”) and will no longer look at the MPN expiration to determine if the MPN is valid for disbursement. If either of the two updated tags apply and the MPN expires, the MPN will still be considered valid for making disbursements for the loan.

Problem:
When students in their final Academic Year were packaged, the system moved the entire award amount into the first payment period.

Cause:
A bug in the Shortened Remaining Period of Study awarding logic incorrectly prevented the system from counting the number of payment periods in the final Academic Year for some funds. The bug affected AY-based funds configured with the Fund Setup setting, Award Full Eligibility for Eligible Periods Only set to False.

Fix:
The system correctly calculates the correct number of payment periods in the AY for awarding in a shortened remaining period of study.

Testing:
Find an affected student in a shortened Remaining Period of Study final AY containing at least two terms or payment periods. Confirm the student has an award from a non-manual, Academic-Year based fund configured with Award Full Eligibility for Eligible Periods Only set to False. Package the student. Confirm the award is allocated among all the eligible terms or payment periods.

Problem:
In testing of the Verification Worksheet, on the page for Complete IRS Data Retrieval Tool (DRT), some erroneous text appeared with instructions to indicate hyperlinks with a change to font color. In addition, the "Student's Tax Return Information" displayed a technical variable instead of the Federal Award Year.

Cause:
Some additional text had been copied from the requirements for the Complete IRS Data Retrieval Tool (DRT) question. The question with the technical variable also used an incorrect template type.

Fix:
The unnecessary text was removed from the Complete IRS Data Retrieval Tool (DRT) question. In addition, the Student's Tax Return Information question was corrected to use the correct template type.

Testing:
Use a student who is Selected for Verification and who could not use the IRS Data Retrieval Tool (IRS DRT code 00). Proceed through the Verification Worksheet. In the Student Income & Tax Data section, review the Complete IRS Data Retrieval Tool (DRT) page. Confirm the extra text is not displayed. In the Student's Tax Return Information, confirm the correct FAY value is displayed.

Problem:
In testing, after going through the conversion wizard, the system packaged a Graduate PLUS loan in Cancelled status.

Cause:
The student's program started in the second term of a Scheduled Academic Year (SAY) AY. The packaging logic calculated the incorrect PLUS award amount for the shortened loan period when the loan period contained other Title IV COD Rebuild loans.

Fix:
The system correctly calculates Title IV Loan amounts in loan periods for conversion awards when the loan period is shorter than the full Academic Year, and the loan period contains other Title IV Rebuild loans.

Testing:
Find an affected test student who has non-manual COD Rebuild loans, and has a program starting in the second or third term of a Scheduled Academic Year (SAY). Process the student through conversion. Package the student. Confirm the system does not cancel the loans.

Problem:
The Student ISIR screen had incorrect validation in the ISIR Verification/Correction Wizard. For both Marital Status Date fields, if the user entered a value ending in a 10, 11, or 12, the system incorrectly marked the valid value as being in error. The screen validation prevented a user from correcting the ISIR with that value.

Cause:
The screen had an incorrect validation rule for the two fields.

Fix:
The validation rule was corrected.

Testing:
Find a dependent student. In the student's ISIR tab, select an ISIR. Start the ISIR Verification/Correction Wizard. In the Parental Information, edit the Parent's Marital Status Date field and enter a value ending in 10, 11, or 12, such as 199912. Click into another field. Confirm the date value is not marked in error. In the Student Information, edit the Student's Marital Status Date to have a value ending in 10, 11, or 12, such as 201811 . Click into another field. Confirm the date value is not marked in error.

Problem:
When a Smart Form application is completed in the old portal, it has an initial status of “Completed on MM/DD/CCYY” and is subsequently updated when it is picked up on the SNAP Export Process to "Processed on MM/DD/CCYY".

Cause:
There is shared code amongst multiple themes that updates the status when the application is picked up by the SNAP Export Process.

Fix:
The code was updated to remove themes, where the status should not be updated when the application is picked up by the SNAP Export File.

Testing:
Complete an application in the old student portal. Review the status of the application on the portal. Run the SNAP Export Process. Ensure the status of the application on the portal remains the same and has not been updated.

Purpose of Script:
The build script pre-populates the new configuration setting, Use Prior Program SAP Status When Program Level is Changed. The purpose is to preserve existing functionality for schools who have currently configured the preexisting setting, Use Prior Program SAP Status When Program Is Changed At Same Level. Note, the words "At Same Level" were added to the label for the preexisting setting.

Data Changed by the Script:
The script copies the current value of the preexisting configuration setting, Use Prior Program SAP Status When Program Is Changed At Same Level into the value for the new setting, Use Prior Program SAP Status When Program Level is Changed.

How to Access the Script:
The script is included in the deployment of the 5.3.1.0 release. Each customer will receive this script update automatically when they upgrade to the 5.3.1.0 release.

How to Test the Script:
After the upgrade, log in and navigate to Institution Setup. Confirm the new setting, Use Prior Program SAP Status When Program Level is Changed has the same value as Use Prior Program SAP Status When Program Is Changed At Same Level.