8.16 Release 4.1.0.4 Release Notes

FAY-based Task Trigger to Facilitate Verification Process

Regent has enhanced the document task trigger configuration functionality to accommodate a wider range of scenarios. Document task triggers can now be setup to include any of the following, within the logic for a single task trigger:

• multiple document use types
• multiple document FAY scope values
• student scoped documents
  
  
  Schools may also setup more than one "all" task triggers (task is triggered with "all" documents of the selected use type(s) that meet the configured criteria) on a single task type setup.
  
  These enhancements will support processing student documents for key processes such as the annual ISIR verification process. Currently in R8, three "Document Use" types are used when setting up documents related to the ISIR verification process:
• Facilitate Verification
• Facilitate Parent IRS Data Match Flag
• Facilitate Student IRS Data Match Flag
  
  
  With this enhancement, R8's document related task trigger configuration will allow a single task trigger to be setup using all three of these document use types. The task will trigger for the configured FAY, when all documents assigned to a student (with these three "Document Use" types) are in a "Satisfied" or "Waived" status (or the set of configured statuses). The task is notifies the school that the student is ready for the Verification process. Furthermore, student scoped documents can also be configured to be included in the task trigger logic; this ensures that documents (like the high school and identity verification documents which are not collected annually) will be included in the task trigger logic.

Configurable Instructional Weeks: Ability to select any day of the week to set the start date of instructional week

R8 was enhanced with the ability to select any day as a first day of the instructional week for a student. Instructional weeks are used for calculation of Alt-EFC months for loans, as well as duration-based costs (monthly, weekly). The new field "First Day of Instructional Week" was added to the Institution, Campus and Program setup screens to allow this setting to be set at each level if necessary. If the configuration is set at the Institution level, the instructional week calculation for all programs within the Institution (whether term or non-term) will begin on the selected day. If the configuration is set at the Campus level, the instructional week calculation for all programs within the Campus (whether term or non-term) will begin on the selected day. Campus configuration will override Institution setup, allowing different campuses to have a different instructional week start day for its programs. If the configuration is set at the Program level, the instructional week calculation for all students attending that program will begin on the selected day. Program configuration will override Institution and Campus setup, allowing different programs to have a different instructional week start day. For Non-term or Module Term programs, once there is active enrollment in the program, the first day of Instructional week should not be changed. R8 will generate a warning message when the user attempts to change the start day of the instructional week on a program, because it will impact the academic plans of all students actively enrolled in that program.

In the event of a program change:

• If the instructional day start of the new program is on a different day of the week then the prior program, R8 will only start counting instructional weeks on the first day of each term once the last instructional week of the previous program has elapsed.
• If the payment period ends mid-instructional week, the first week in the new payment period will be counted once the "overlap" week has elapsed.
• If the previous payment period from the prior program was not completed, R8 will not count the week the student withdrew from that program. The week count will start for the new program using its established instructional week.

Program Unit Overrides

Late last year, Regent started rolling out a series of override features that give users more control over handling exception cases. First was the course overrides followed shortly with the disbursement overrides. Along these lines of improvements, a new override feature was added that allows users to override the required program units a student needs to complete their program. This feature is part of a larger set of planned enhancements around overriding packaging data.

The overrides can come in 2 methods: via the SBL and the Academic Plan screen on the UI by clicking on the new Packaging Overrides button. When an override value is provided, packaging will use the override unit value instead of the value configured from Program Setup for the student's program. Manual overrides take first precedence over an SBL-provided override when both exist. Users can easily remove or edit the manual override at any time. An visible indicator on the Academic Plan screen makes is easy to identify when an override is present and changes to the override values are logged automatically on the Process and Activity log screens.

Configuration changes to RTP Export Logic

R8 was enhanced by providing notification on the RTP file when the EFC changes for a student. This feature is beneficial to schools using manual packaging process. If a student has already been exported on the Ready to Package file during the FAY, but later receives an ISIR with the updated EFC, then R8 will send an updated status of "Pending" for a student on the Ready to Package file. A new configuration option "Re-export if student's EFC is updated" was added under Institution Setup>Ready to Package Process Options. When this option is set to "Yes", students with a "Clean" ISIR, whose EFC has changed, will be re-exported on the Ready to Package File, in a Ready to Package Status, with the updated EFC.

GradPLUS Loans Failing EST: Credit Decision Table Empty

Change Import Award Logic to only match NT on PP start date

COD: <enrollmentStatus> value for Rebuilds and WB files

Add the Export Student Document XML process to the UI

Batch Packaging Performance Improvement

Dataviews: Update CourseData view to include changes for ABA Programs

Dataviews: Add StudentMessage Dataview

Ready to Package: Modify logic to include students with Special Circumstances=4

Institution Setup: Add new Ready to Package configuration option to include students without Verification Complete

Document Portlet - E-signature: Update File Upload Dialog for SmartForm and Non-SmartForm Documents

Student Portal - Respect Document Requirement Scope Uniqueness

Ensure Correct AY Length for Nonterm Shortened Remaining Periods of Student (SULA)

Update dataExtract_Task_Config_View to reflect new DB schema

Program Change: Prog A to Prog B Between AY's & First Term in AY2 paid before PC into Prog B

Loan EFC should only use terms in the Loan Period - Proration packaging incorrectly

R8 needs to continue recalculating eligibility when "Override Eligibility Rules" is checked

Academic Plan: Student break disappearing from UI after "Refresh"

Loan Period dates excluding term with paid disbursements - COD Reject 205

SAP status displays incorrectly on the Summary tab

Pell and Loan awards shifting scheduled disbursement dates to end of term

17-18 PELL Not Exporting to COD

Dataview needed to provide access to RTP Export Data

VWS Document Signature Requirements do not change to Student Only for Independent Student if Paper Signature Process is Selected

17/18 Crossover PELL Canceled After Payment

Pell Crossover Not Awarding Based on Crossover Period Configuration

Duplicate Auto Withdrawn Term

Report: Student Course Details Report Times Out with Error: Viewer control object is in a read only state

Award Wizard inconsistently includes/excludes Spring term

Process Log: 'Time Taken' is missing hours - Display full 'Time Taken' for a process

Create new column "clientTicketNumber" on [~scriptAudit] table for all production databases

Duplicate CODProcessing records

E-Signed Verification Worksheet displays incorrect Student External ID

EFC not calculating correctly in R8 when ISIR Corrections made

R2T4: Pell Added for Ineligible Payment Period (LEU)

Site Setup Programs tab gives Failed to get Reader or Unclosed quotation mark error

Error code appeared when user navigate to Campus > Site > Program tab (178.214 and 178.215 Patches)

Portal: Object Reference Error Occurring When Attempting to Accept Awards

Student Portal: Direct Cost not displaying correct amounts when selected first time

Parent Disavowal of Support SmartForm PDF Display Issue for "I Certify..." Question