6.6.0.0 FAQ

Owned by Heather Smith
Last updated: Jul 22, 2024 by Natalia Page
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 6.6? 

Any client currently using Regent Award may take Regent 6.6 for UAT and ultimately production upgrade.

Any client currently using Regent Review may take Regent 6.6 for UAT and ultimately production upgrade.

Any client currently using Regent Access may take Regent 6.6 for UAT and ultimately production upgrade.

Any client currently using Regent Fund may take Regent 6.6 for UAT and ultimately production upgrade.

Any client currently using Regent Award may take the Regent 6.6 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Review may take the Regent 6.6 version of Student Experience for UAT and ultimately production upgrade.

Any client currently using Regent Fund may take the Regent 6.6 version of Student Experience for UAT and ultimately production upgrade.

Some Regent Access clients may take the Regent 6.6 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.

What Enhancements are in Regent 6.6?

The 6.6 release addresses product defects as listed in the “Bugs” section of the Release Notes, and also enhancements and new features including:

  • COD Export - Federal Work Study (FWS) 2023-2024 Schema/Process for 2022 Calendar Year Earnings (for 2024-2025 SAI Calculations) (RS-25524)

  • Implement SAI Calculation for 2024-2025 (RS-26042)

  • 2024-2025 Access Master Questionnaire (RS-24786)

  • 2024-2025 ISIR Data Tables and ISIR Details Screen (RS-24774) and 2024-2025 ISIR Import and ISIR Correction Export Updates (RS-24780)

  • Pell Amounts for 2024-2025 (RS-26300)

  • Update Global and Title IV Standard Fund Rules to Accommodate 2024-2025 Changes (RS-26536)

  • Update Regent Queries to Accommodate 2024-2025 ISIR Changes (RS-25615)

  • Update Document Setup/Functionality to Accommodate 2024-2025 ISIR Changes (RS-25612)

  • Add 2024-2025 SAIG Message Classes to the SAIG Process

 

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.

Does the 6.6 Release include the e-signature functionality in Regent Access for new contributors?

The 6.6 Release will not include the e-signature functionality for the new ‘Student Spouse’ and ‘Parent Spouse/Partner’ contributors. Following current functionality, dependency logic will require student and parent (if required) signatures only. The 6.9 Release will include the remaining contributor e-signature functionality.

 

If a client uses ‘Primary EFC’ in queries to currently award, will the functionality continue to work?

For clients using ‘Primary EFC’ in queries to award currently, the functionality should continue to work. However once the query is opened/edited, clients will need to replace the ‘Primary EFC’ query property with the ‘SAI’ query property.

 

Is automatic ISIR importing available for 2024-2025?

Due to delays in the provision of technical guidance for the new TD Client version in support of the FTI-SAIG mailbox, the 6.6 Release does not support the 2024-2025 SAIG Mailbox integration. Initial TD Client upgrade and technical guidance was released in November, but the guidance was unclear or incomplete in some areas. Regent has submitted questions to the Department about specifics necessary for Regent to support client TDClient access to FTI-SAIG. Therefore, clients will not be able to download 2024-2025 ISIRs via the SAIG mailbox within Regent until the Department’s additional guidance is released. SAIG integration for prior years will continue to work as expected.

Once Regent has reviewed the responses to our questions, guidance will be provided to clients on any enhancements or special treatment required for the new TD Client version.

As in prior years, the non-COD message classes that were Active for 2023-2024 within Regent Award will automatically be made Active within Regent for the 2024-2025 year. If you do not want to send/receive 2024-2025 ISIR files automatically as the related processes are kicked off either manually or with automation within Regent to include 2024-2025, please be sure to DEACTIVATE those 2024-2025 message classes until such time as you are ready to use them.

ED does not plan to have ISIRs ready to send to schools until late January 2024.

 

What documents do we need to configure for 2024-2025?

There is a new ‘2023-2024 and Prior Federal Award Years’ checkbox on the Document General Tab starting with Release 6.6. All currently existing documents in your system at the time of your upgrade to 6.6 or a later release will automatically include a one-time build script, which will set the checkbox to ‘checked’ for all existing documents in document configuration to apply for 2023-2024 and prior federal award years.

Clients must configure new document requirements for 2024-2025, including if the requirements use any ISIR assignment options. However, this excludes Student Scoped documents that are not assigned by the ISIR. In this case, clients should not create a new 2024-2025 document.

Wait until you upgrade to 6.6 to configure 2024-2025 documents because with the upgrade, the checkbox mentioned above will apply all existing documents for 2023-2024 and prior federal award years. When configuring 2024-2025 documents, make sure the ‘2023-2024 and Prior Federal Award Years’ checkbox on the Document General Tab is unchecked (default setting). 

 

When adding a document for 2024-2025, is there a way to inactivate the older document so it does not appear in the dropdown list on the Document Tab?

Clients can use a naming convention such as adding a ‘zz’ to the beginning of the document name, so that the document will fall to the bottom of the dropdown list. However, it is important to recognize the student may see this document in their portal.

 

How does the ‘2023-2024 and Prior Federal Award Years’ checkbox on the Document General Tab affect documents that are not assigned by an ISIR?

Regent’s guidance is to create a new document for 2024-2025 and forward, except if the existing document is Student Scoped and not assigned by an ISIR.

 

Is Regent Award updated to calculate Pell with the new rules?

Regent will calculate Scheduled (full-year, full-time) Pell using the new rules for Maximum Pell, Calculated Pell, and Minimum Pell. As usual, 2024-2025 Pell awards will be estimated using the 2023-2024 amounts until such time as Congress determines the Maximum Pell Amount for 2024-2025. Typically this is updated within Regent as part of the Spring Regulatory Release but is dependent on the timing of the Congressional action. Current enrollment level treatment will apply until implementation of Enrollment Intensity Percentages for 2024-2025 Pell with the next release.