6.3.0.0 FAQ

Owned by Heather Smith
Last updated: Apr 14, 2023
5 min read

Frequently Asked Questions document is not all-encompassing but provides some very basic information to questions that are projected from the client community. For additional information, please check the Product Brief for this release and the Release Notes and linked material.  If you still need more information, submit a ticket through the CZ Portal.

Can any client upgrade to Regent 6.3? 

Any client currently using Regent Award may take Regent 6.3 for UAT and ultimately production upgrade.

Any client currently using Regent Review may take Regent 6.3 for UAT and ultimately production upgrade.

Any client currently using Regent Access may take Regent 6.3 for UAT and ultimately production upgrade.

Any client currently using Regent Fund may take Regent 6.3 for UAT and ultimately production upgrade.

Any client currently using Regent Award may take the Regent 6.3 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Review may take the Regent 6.3 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Fund may take the Regent 6.3 version of Student Experience for UAT and ultimately production upgrade.

Some Regent Access clients may take the Regent 6.3 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 to a new Salesforce application version in order to continue current functionality. However, an upgrade to the new version is recommended to benefit from improvements in performance and sync logging for diagnostic purposes.  

What Enhancements are in Regent 6.3?

The 6.3 release addresses product defects as listed in the “Bugs” section of the Release Notes, and also enhancements and new features including:

2023-2024 Processing:

  1. COD Regulatory Updates- Spring 2023

  2. Import COD Web Response File Validation Update

  3. 2023-2024 College Financing Plans

Processes:

  1. New Import Process to Mass Adjust Tasks

  2. Reconciliation Report: Naming Convention and SFTP Files

Student Experience:

  1. Allowing Students to Reinstate Declined Loans

  2. Supporting User Name Updates for Non-SSO Users

  3. Renamed Application Statuses

Access:

  1. Validation For Parents Not Being Able to Create Student Accounts

  2. Completed Application Documents to Include Selected School Name(s)

  3. Updated Default Communication Template Requesting Parent Signature to Reference Edited Forms

 

Regent Fund:

  1. New Queriable Fields Added

  2. Fund Budget ID Visibility

  3. Ability to Delete Unprocessed Imported Awards Record to Prevent Blocked Packaging

  4. Updates to Columns in the Awarding Tool Results and Process Log

Packaging:

  1. Automated Awarding for Overlapping Academic Years with Terms

  2. Reallocation from Unsub to Sub for Sub Eligibility Increase

  3. UDF Effective Dates for Packaging Grids

  4. Non-Title IV Aid Proration Through End of the Term

  5. Award Status Consistency After R2T4

Audit:

  1. Cost of Attendance History Improvements

Communications:

  1. Standard Award Notification Filters

  2. College Financing Plan Option for 'No ISIR' Scenario

Miscellaneous:

  1. Selected Sites Configuration in Fund Setup

 

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.

For the new import process to mass adjust tasks, what happens if there is no match for the values?

  • For Task ID and External ID1, the record will be flagged as in error to report in the Process Log.

  • If Assignee values do not pass validation, the record should be flagged as in error to report in the Process Log.

  • If any Priority, Due Date, Status, or Note values are invalid, file should error.

 

How do I add my Institution Name to file names for Regent-created Direct Loan and Pell Reconciliation reports?

The reports are located in the ExportDLReconciliation and ExportPELLReconciliation folders, which will need to be mounted for use.

Clients can work with their Regent account manager to enable the setting using the RS-16429 script, and request the folders be mounted.

How can I change a student's user name/e-mail address for an existing account, as a non-SSO user?

To request the new utility be ran for a student, clients can submit a CZ ticket to RCO/Ops with the following description:

Please execute RS-24023 utility to update StudentX username as follows:

  1. Environment: (StudentX URL)

  2. Current user e-mail address:

  3. New e-mail address:

 

What is the new column 'Change to Existing Award Amount' on the Awarding Tool Results page, Process Log, and export file?

Regent has created this new column to display the amount difference between ‘Existing Award Amount’ and ‘New Award Amount’ (formerly ‘Award Amount.’) The column will include symbols to clearly indicate positive and negative changes to the New Award Amount.

 

If I take this release, what will happen to my existing awards from Funds that are not currently associated with that Fund's Site in Fund Setup?

With this fix, the system will cancel and zero out any existing awards from Funds that are not currently associated with the Fund’s Site in Fund Setup. Institutions are reminded to closely review their Fund configuration and verify Fund-Site setup PRIOR to packaging with this release. Please remember to Reload RNA Setup for any configuration changes.

When can I begin processing 2023-2024 Pell, Direct Loan and TEACH awards to COD?

Two software upgrades are required in order for an institution to process 2023-2024 awards to COD.  First, Regent Award must be upgraded to the 6.3 release, and secondly, COD must also complete their 202302-204 upgrade.  The COD upgrade is currently scheduled for the weekend of April 1-2, so the earliest you may begin processing the new FAY in on April 3, 2023.

Make sure you have reviewed your SAIG message classes for the new year in Regent.  They are set to inherit the Active/Inactive status for the related classes for the 2022-2023 FAY, but do be sure to double check these settings. 

As COD may be in the process of implementing the 2023-2024 changes, it is not advised to request these Rebuild, Reconciliation, and Pell MRR Files between 3/31/2023 and 4/3/2023.

When will the 2023-2024 Pell tables be available in Regent?

The 2023-2024 Pell tables are included in this 6.3 release, and student 2023-2024 Pell awards will update on their first batch packaging after you upgrade to this release.

 

Will my students start getting the 2023-2024 versions of the College Financing Plans immediately upon upgrade to 6.3?

No, each client controls their own College Financing Plan configurations.  When in Communication Setup and configuring a 2023-2024 template, select the 2023-2024 FAY in order to access configuration items related to the new year. 

In order to set up your 2023-2024 College Financing Plan communications, you will need to have each (Graduate vs Undergraduate) communication configured with the appropriate .pdf template, a client-specific e-mail template and client-specific filter requirements.  The student-specific CFP will be attached to the specified email template upon generation of a communication configured with a CFP .pdf template.

Guidance on how to configure CFP templates is available in the Customer Zone Knowledge Base as follows: