poliSCHOOL Release Notes

06/25/2025 :: 2025.063

• Add referral and referral 2 override options to the inquiry form builder.

06/21/2025 :: 2025.062

• New feature: Polly Scribe. An AI assistant embedded throughout pS trained to write templates, letters, documents, agreements, etc. using pS custom document examples, the school’s course catalog and uploaded forms as policy references.
• Add more explicit progress bar for e-doc and student portal resources upload forms.
• New DCC: SCHOOL_EMAIL takes the main system setting “inquiry_reply_email”
• Tweak language on register module when a person who already has a student ID assigned is starting the process.
• Add “difference” column to the course-by-course overview on all attendance reports; shows difference between offered and attended.
• Add search by DOB to the Search section.
• Bug Fix: search by SSN wasn’t updated in parallel with encryption method update.

06/06/2025 :: 2025.061

• Move all Polly AI Assistant settings to separate block in Admin section.
• New system settings: course_catalog_pdf, gathered_forms_pdfs. Former used for various uses, latter for setup.
• Add pulling course catalog (above) to Portal Polly to answer questions in the student portal.
• Handful of background changes to prepare for “Forms Polly” that will be a new AI assistant to create forms, agreements, surveys, templates, etc.

06/01/2025 :: 2025.06

• Add tiny Polly Assistant launch icon to student header that automatically inserts the student ID to the Polly chat to more quickly troubleshoot any issues with specific student records.

05/28/2025 :: 2025.055

• Add send-to-webhook URL settings for register and application modules.
• Add C.Code 2 to the Inquiry Status box section.
• New add currently-active course schedules and basic LMS registration information to Portal Polly’s knowledge base if a student asks about course/class schedules.
• Add alert for Admin users if Portal Polly Policies setting is empty.
• Bug Fix: 2025.054 update caused problem with payment notification email to staff if payment resulted in a status change on the registration and application payment webhooks.

05/21/2025 :: 2025.054

• Send Portal Polly full school contact information by default.
• Update Stripe webhook process a wee bit.
• Add missing_surveys DCC to student portal side.
• Tweak some buttons in Manage Files & Guides section.
• Add more image file types as allowed to upload in the student portal on assignment and e-doc upload forms.

05/20/2025 :: 2025.053

• New campus setting: portal_polly_policies. Additional knowledge that Portal Polly can access to answer school policy-related questions by applicants and students in the student portal.

05/18/2025 :: 2025.052

• Add “Portal Polly” AI assistant to the student portal.
• Move AI assistants to new server.
• Add “Serious” Polly user preference.
•  Bug Fix: staff logger entry after performing a LearnDash action wasn’t writing correctly.

05/07/2025 :: 2025.051-0511

• Add “ignore calc.” grades to the stock grade report PDFs.
• Add reminder note to bulk text message form about “the cost of emojis” when it comes to sending text messages.
• Bug Fix: bulk text message form not fully visible in Admissions or Students / Grads sections after the 2025.05 update.
• Bug Fix: …. “embarassing” misspell alert on some ajax error notices…. yeah… that one is 100% Paul in its coincidencae-iality… or ironic… not sure.

05/04/2025 :: 2025.05

• New feature: mark a survey or agreement as required by status, program or course, which then creates notices for staff users in overviews and exports if any are missing for a student. 
• New DCC: MISSING_SURVEY_AGREEMENT creates a line-break list if missing items if the person is missing any.
• Add inter-progress timeout checks to Polly’s responses.
• Add option to allow Polly Assistant to see applicable system settings when asking troubleshooting questions.
• Change memo list in Desk Drawer to show ALL open support memo threads rather than just the most recent.
• Send current user-level to Polly to assist in troubleshooting scenarios.
• Update shortcut keys: control+h for Help Tab and control+? for Polly Assistant.

04/18/2025 :: 2025.0431

• Update Polly AI Assistant to embed videos and images rather than as links.

04/17/2025 :: 2025.043

• Add status / program filter to Surveys list.
• Add in-line menu to update assigned course if grade is missing it.
• Update failed ACH email text notice.
• Bug fix: custom grade scale for lockstep programs by module and course weren’t falling back to parent program scale setting on lockstep transcripts.

04/13/2025 :: 2025.042

• Add fill in the blank question type to online tests with variable grading thresholds for each question.
• Update request password reset process.
• Update update script to allow posting post-dated update packages.

04/05/2025 :: 2025.041

• New system setting: “app_password_sms”. If Yes, then the pin and password for the online application is also sent to the person’s mobile phone.
• Bug Fix: stock student ID cards weren’t replacing the primary address if in multi-campus mode.

04/01/2025 :: 2025.04

• Add quick screenshot function to help tabs section.
• Update database indexes on various tables.
• Remove any remaining references to http_ABC assets.
• Update client invoice overdue function at login.
• Bug Fix: review MC test if question was pre 2023, would show a broken link when it wasn’t.
• Bug Fix: Admissions future start dates list, reference numbers by C.Code were not accurate when in “Group Everything By Campus” view.

03/12/2025 :: 2025.031

• Update date range course numbers exports in Students / Grads section
• Add another date range course numbers export, this one broken down by months.
• Add timeout function to Polly Assistant to automatically show support ticket form if Polly’s response takes longer than 30 seconds.
• Bug Fix: OE Course select menu in Sign-In Attendance course list wasn’t displaying all possible courses in which the student is enrolled.

03/08/2025 :: 2025.03

• Update poliSCHOOL / LearnDash Connect plugin to version 2.0. Includes functions to reset course progress entirely, and marking individual course steps as complete / incomplete.
• Two main ledger layout options: one with voids in-line with the transaction, and another that lists voids based on the void date (add “original transaction date” column).
• Add extended headers to curl requests related to templates and generating PDFs
• Bug Fix: logger died when user deactivated online application.
• Bug Fix: if user had all their campus access rights removed, they wouldn’t appear in the user list in the Manage Users section.
• Bug Fix: funding sub-source menu class name wasn’t cleaning required special characters from parent funding source value.
• Bug Fix: confirm arrival of booking slots that cross through midnight were calculating incorrect hours to apply to lab hours in attendance.

02/21/2025 :: 2025.0241

• Update output formatting when Polly writes HTML.
• Update open/close colors of Polly Box
• Tweak regular and print layouts of school-wide overview to indicate course list following / not following the attendance list buffer setting when selecting cohorts and courses to display.
• Bug Fix: extra credit points when entering individual grade wasn’t adding weighted points correctly.
• Bug Fix: If entire cohort only has sign-in attendance, the School-wide overview wouldn’t show the class list.

02/20/2025 :: 2025.024

• Change 1098-T for FIRE import to .csv
• Add search transaction by date to Payments Search form.
• Bug Fix: short text type block in Forms & Checklists wasn’t storing the preface text correctly when DCCs were used.

02/19/2025 :: 2025.023

• Change default value for “polly_anon_student_data” to Yes.

02/18/2025 :: 2025.022

• Add thread to have Polly Assistant send meeting and phone call requests.
• Bug Fix: if a survey/agreement was marked as deleted but marked as a Template, it would still appear when starting the replication process.

02/13/2025 :: 2025.021

• Refine data compiled for Polly answers for “generic” questions.
• Tweak Polly Chat UI.
• New, sneaky function: if in the Grade Grid, an existing grade entry is deleted (changed to blank/empty), it marks that grade as ignore in calc. (same result as un-checking the “Calc.” box when viewing an individual student’s grade list.
• Bug Fix: if system is in multi-campus mode and a user that is active, but not assigned to any campus, the user menu for Add New Task forms would die.

02/09/2025 :: 2025.02

• Major updates to Polly AI assistant knowledge and logic structure. 
• Update path for users to submit a support ticket (via Polly).
• Update booking system to allow 24-hr slot length.
• Update sign-in lists to include course-level totals and flag ignore calc entries.
• Update bulk export of attendance reports process to be the same as bulk exporting transcripts (individual PDFs with a master list, zipped).
• Check if template is used in a drip campaign prior to deactivating or deleting (if yes, don’t allow).
• Add function to un-void of a voided payment record for users with line-item edit privileges. 
• Add student name to Stripe description on credit card transactions that are manually entered by staff.
• Prevent editing payment record if is ACH that is still pending status.
• Bug Fix: Forms & Checklists overview list if scheduled by second status wasn’t displaying correctly.
• Bug Fix: lockstep start date update form wasn’t updating the class_lab_split setting.
• Bug Fix: email drip campaign list, Applied status, lockstep program not in multi-campus mode: course displayed in list was wrong.
• Update TOS.

01/17/2025 :: 2025.012

• Add Donor classification to Contacts records.
• Tweak email notices of course status changed due to online payment.
• Remove pop-up notices on Sign-In module in the student portal
• Update register process to split course and program IDs on invoices.
• Remove LearnDash Connect functions from pS Lite
• Remove inquiry direct post and webhook functionality fro pS Lite.
• Update student portal layout for pS Register.
• Add Student Portal Resource Files option to pS Register (50MB limit)
• Bug Fix: history thread on task projects wasn’t sanitizing prior to writing
• Update Stripe API version on CSV and print view layouts of the Stripe Ledger.
• Update Polly knowledge base.

01/04/2025 & 01/10/2025 :: 2025

• Update database and various functions for new pS version, poliSCHOOL Register.
• Remove reference to previously-declined charges from Stripe Ledger.
• Bug Fix: export metrics totals was still trying to call old Google API.
• Update Polly knowledge base.

12/27/2024 :: 2025

• Add screen recording for support requests.
• New layout for Sign-In Manager: view all by day (not restricted by course code or student ID)
• Add transcript keys to all credit-based transcripts.
• Add last 4 of SSN to all transcripts.
• Add “TR” (transfer credits) option to course grade override records.
• Prevent users from closing the Desk Drawer while memo is still being submitted and verified.
• Remove old Google API.
• Update Polly knowledge base and improve selection of query-related help video links.
• Bug Fix: MailChimp API throwing error on the /info/ module.
• Bug Fix: event type contact history delete flag wasn’t being checked in the Metrics admissions activity overview total.

12/12/2024 :: 2024.121

• Various small bug fixes from 2024.12 update.
• Add pagination to initial Surveys & Agreements list.
• Update future admissions numbers export to omit any questionable registration date records created when someone applies to a lockstep program that has no future start date.
• Bug Fix: forms set for __ weeks before start date were appearing too early if assigned to lockstep program.
• Bug Fix: if multi-campus, campus manager level user could promote another user level to admin

11/29/2024 :: 2024.12

• Update all Stripe payment intent functions.
• Add pay later options to Re.gister and Online Application modules
• Update staff user Enter Payment process.
• Increase restrictions when user attempts to change a student ID.
• Add “Cancelled” as a task status.
• Update student materials access check in student portal to allow shared lockstep classes across different lockstep programs.
• Add quick search to Payments section to list all students who have an unapplied balance on a payment record.
• New DCC: COHORT_PRINT_NAME overrides the parent program’s print name.
• Allow manager-level users to delete an untaken open test record.
• Make Date of Birth option on iframe version of the Register Module (is already on the JS version)
• Add more triggers to display the referral source 2 field on the inquiry, registration, and application module forms (any main referral option that includes words: other, friend, student, graduate, teacher, event, fair, instructor, social media, counselor, word of mouth, web site will trigger displaying the referral 2 field with the label, ‘let us know where / who?’)
• Update all lockstep by course transcripts to give the option to show or omit the percentage grade for the course (letter grade always displays).
• Add admin-level users option in Students / Grads to bulk export all forms from the form builder (Application, Surveys, Agreements, Forms & Checklists, etc.)
• Bug Fix: Register Module, lockstep program, auto-generated invoice had a bad date.
• Bug Fix: Manage Portal -> Weekly Schedules when staff entered an overnight shift, the time check was preventing form submission.

11/04/2024 :: 2024.11

• Add new categories to the Employee Record upload and update forms.
• Add “Staff File” layout that displays all employee information and any linked records in a single layout.

10/23/2024 :: 2024.104

• Add custom enrollment fields as optional fields to the inquiry form builder.
• Add “Individual OE Courses” as an option to add to the Program of Interest menu to the inquiry form builder.
• All “materials for all campuses” to the Course Materials category list for systems in multi-campus mode.
• Add new DCCs that cover the contact information of an employment record for a graduated student (e.g. employer business name, employer street address, etc.)
• Update Polly knowledge base and add follow-up question suggestions to her answers.
• Bug Fix: if an individual course had only a course grade override record, then the printed percentage in the student’s grade section when that course is selected was not converting the percentage correctly.
• Bug Fix: drag-and-droppable graduate fields inside the Graduate Status box weren’t floating cirrectly.

10/15/2024 :: 2024.102

• New Function: bulk edit selected fields for selected person records in the Admissions and Students / Grads section.
• New Function: line-item edit invoice transactions.
• New Function: line-item edit payment transactions.
• New Function: un-void a power-voided invoice.
• New Function: bulk replicated student resource files from one program/course to another.
• New Function: super admin user levels can change program, course and class types.
• Stand-alone register module: remove note that says all start dates are full if there are no active start dates, but at least one rolling start course.
• Bug Fix: lockstep grade reference records not being correctly created for “old school” lockstep cohorts when submitting an MC test via the student portal.
• Updated Polly knowledgebase.

10/06/2024 :: 2024.101

• Add filter and corresponding quick links for Open Enrollment programs in the Students / Grads section to show All Enrolled in program vs. All Enrolled and Active in program based on start and end dates of individual course registrations within said program.

10/01/2024 :: 2024.1

• Update Bulk Transcripts Export function to create as individual PDFs, include a CSV file that identifies student and file name, throws it all into a folder and creates a .zip archive to download the package.
• Bug Fix: uploading materials action wasn’t being logged.
• Add bulk export of all encrypted forms option for super admin users.
• Add quick grades list link that opens in a new tab in the Assignments List section.

09/26/2024 :: 2024.092

• Update Stripe API
• If school only has one program, automatically assign that program when a person inquiries
• Add email open tracking for Register Assist clients.
• Update layout of the Assignments List in Grades section
• Add ability to edit register calendar CSS in the Admin section
• Add bi-weekly check of all active user accounts to verify against support email requests

09/10/2024 :: 2024.091

• Add campus code to program name in the Create Assessment dropdown menu.
• Add file upload question type to the staff-side application.
• Add crossover day entry option (overnight shifts) to the Weekly Scheduler on the staff side.
• Bug Fix: student photo wasn’t appearing in student header of the Grades & Attendance sections.
• Bug Fix: updating a cohort message wasn’t logging the action to the staff logger correctly.
• Bug Fix: if replicated a student resource file for the student portal and the course type is Lockstep By Module and Course, then the child courses were not appearing in the “replicate to” dropdown menu.

09/01/2024 :: 2024.09

• Add “auto-absent” function to Sign-In Module.
• Add ability for staff users to delete sign-in records that were created by staff users or automatically by poliSCHOOL.
• Add individual user restrictions to course materials assigned to individual course and programs.
• Add Cohort Folders to the Course List in the Admin section.
• Add ability for students in the student portal to view completed assessments.
• Add course setting to not automatically grant access on the start date of a cohort to child courses within the same program.
• Update Application Complete Message preview.
• Bug Fix: admin invoice notice flag not displaying correct value.
• Update Polly AI Assistant’s knowledge base and instructions.
• Updated Terms of Service.

08/21/2024 :: 2024.084

• Add user-level Training Mode that is automatically set to Yes when new user is created.
• Change Tests & Assessments main menu label to MC Tests & Assessments
• Do not display an Assessment in the menu when selecting which to give a student if the student already has a grade for the linked graded item.
• Add link to MC Tests & Assessments from the Grades section
• Bug Fix: updating a Form / Checklist, status dropdown menu wasn’t displaying custom second statuses.

08/17/2024 :: 2024.083

• Add monthly attendance reports in additional to cumulative in the student view of the Attendance section.

08/16/2024 :: 2024.082

• Tweaks to Assessments back-end
• Update Assessment question form fields UI.
• Update unsubscribe language that’s added to all outgoing emails
•  Update Polly AI Assistant knowledge base.

08/12/2024 :: 2024.081

• Add ability to copy assessments when copying grades from one course to another.
• Add ability to share questions between assessments.

08/09/2024 :: 2024.08

• Change “Skills Tests” section to “Assessments” and add new question fields to encourage using as grading rubrics.
• New DCCs: COURSE_GRADE_P=, COURSE_GRADE_L= to list individual course grades in templates based on course code.
• Add Klarna to Student Portal payments.
• Update Polly AI Help Bot knowledge base.
• Update poliSCHOOL U courses and FAQ database.

07/30/2024 :: 2024.071

• Update layout of Stripe payment notice emails
• Add “Training Mode” option for pS Support

07/22/2024 :: 2024.07

• Introduce “Polly, the poliSCHOOL Assistant”. An AI assistant programmed to help staff users navigate and take advantage of all the functions available in poliSCHOOL.

06/18/2024 :: 2024.062

• Update Attendance Report layouts to include intra-week sign-in hours in the day total boxes.
• Bug Fix: Lockstep By Course intra-week sign-in hours weren’t displaying in the student overview list if the in-class hours on the attendance sheet were zero.

06/13/2024 :: 2024.061

• New Student Portal setting: student_login_page_message. Displays a (short!) message above the login form on the student portal login page.

06/08/2024 :: 2024.06

• Add custom grade and custom GPA scale options for Programs and open enrollment courses.
• Add function to allow admin users to edit system-level custom grade and GPA scales.
• Update automated email functions for poliSCHOOL Lite service option.
• Bug Fix: open tracking wasn’t active for automatic inquiry reply, and initial “Thank you for registering” register module emails.

05/25/2024 :: 2024.055

• Add direct memo notice and update for Register Assist.
• Add user preference to force 2FA by email only.
• Allow full admin users to “delete” a survey or agreement even if a staff signature is still required.
• Update staff-side invoice PDF layout to display date differently if only one line item for that date.
• Add export of basic staff user information.
• Bug fix: bad tracking pixel on drip campaign emails.
• Bug fix: extra DIV close in Admin if navigating to another section with System Settings box still open.

05/21/2024 :: 2024.054

• Update various sections and function access rights for new poliSCHOOL “Lite” service option.

05/18/2024 :: 2024.053

• Add 2FA to staff user login.
• Update incoming text message media links to better manage basic authorization.
• Bug Fix: Students / Grads list threw an error if no start dates for OE programs exist within selected date range and status filter set to Graduated / Completed

05/02-03/2024 :: 2024.051-052

• Add various functions to the poliSCHOOL Support Toolbox.
• Roundcube login bug fix

04/27/2024 :: 2024.05

• New method of embedding the Register Module as a multi-step process (like those darn Gravity forms so many people seem to love so much) 😉
• Add email click tracking to all one-to-one emails, automatic notice emails, and drip campaigns.
• Add email open tracking for clients with the Autonomous service option only.
• Add click and open data to the Contact History section of the student file.
• Add open enrollment course start and end dates to the automatic invoice description if a course has Pay Fees At Application active.
• Replace the campus code with the campus name on all student-facing functions.
• Organize Task Series Manager to group by campus and program.
• Add Last Day Attended date to the stock payment status export.
• Add duplicate invoice check to the register module.
• Update database indexes.

04/09/2024 :: 2024.04

• More display options to register module if pre-selecting courses or cohorts
• Add more duplicate registration record checks to register module.
• Add N/A and Pending options to Graduation Requirements.

03/07-25/2024 :: 2024.03-037

• New section to Form Builder: Inquiry Forms. Allows staff users to easily create inquiry forms and copy embed code.
• New setting: inquiry_allowed_domains: restricts where inquiry forms can be embedded.
• Add SMS alerts for Register Assist account.
• Add course-level minimum passing settings for open enrollment courses (previously at Program level).
• Add unsubscribe headers to student-related emails to help with delivery.
• Various tweaks and cleaning.

02/10/2024 :: 2024.02

• Add campus-level system setting too CC email(s) on new inquiry notice.

01/27/2024 :: 2024

• Introduce poliSCHOOL Register Assist (pSRA) service and enrollment CRM integration.
• Add prerequisites to open enrollment courses and course schedules, with “all or one” option. Automatically prohibits registering in applicable courses via My Courses, the Register Module, and Online Application. (As always, staff users can override.)
• New staff user restriction: “No Student File”. If checked, that staff user is blocked from viewing any section that shows the student file: Students / Grads, Admissions, and Search. Recommended use is for guest teachers or teaching assistants.
• Open student reply to bulk SMS in a new window.
• Bug fix: IP-based geolocation when staff signs a survey or agreement wasn’t stamping the image.
• Bug fix: attendance overview of lockstep by course students that use both sign-in and standard attendance book for class attendance could miss listing a week of sign-in hours in an attendance sheet existed, but didn’t have any entries.
• Bug fix: if a person has grades, but their course status is set to non-start window load would die.
• Bug fix: entering unapplied payment would stall on reload due to a staff logger error.
• Updated Terms of Service.

12/29/2023 :: 2023.126

• New setting: reg_hide_show_all_courses. If yes, it will hide the option to show the list of all courses after the user has already made a selection.
• New DCCs: OE_COURSE_DATES_LONG=THE-C-CODE and OE_COURSE_DATES_SHORT=THE-C-CODE will print the start and end dates of a specific open enrollment course in which the person is registered, where “THE-C-CODE” is replaced with the applicable course code. Short format is m/d/Y, long format is Month 1st, Year.
• Split paid vs. credit amounts into separate columns on the invoice CSV exports.

12/20/2023 :: 2023.125

• Add “Terminated” as stock option for individual OE course schedule status.
• Add Student ID number swap menu to the student portal so dual-program-enrolled students can quickly change between programs without having to log out / in again.

12/14/2023 :: 2023.124

• Add background functions to prepare for pS Admissions Representative service.

12/10/2023 :: 2023.123

• New user preference: create task for owner of a lead / applicant when they upload an e-doc in the student portal.
• New user preference: create task for advisor of a student when they upload an assignment in the student portal.
• Both of the above tasks get automatically marked as complete when the document or assignment is marked as reviewed.
• Add a notice to e-doc and e-signature flags if it’s more than 2 days old.
• Update unsubscribe boilerplate message at the bottom of bulk and drip campaign emails.
• Update AWS SKD
• Add a real-time “Print Blank Copy” option to the build-your-own application builder accessed via the Preview Application Form link in the Admissions section. (Previously only for the official archived version.)
• Bug Fix: campus code was not automatically getting added to the end of the C.Code when creating a new Program.
• Remove depreciated uft8_encode()

12/5/2023 :: 2023.122

• Add “AT MAX” (or) “OVER MAX” to the section menu when staff users are manually registering someone in an OE start date.
• Update List-Unsubscribe header to outgoing emails to go to the contact@ address so it can manage subject-based unsubscribe requests.

12/2-4/2023 :: 2023.12 / 2023.121

• Add suffix automatically to Certificate PDF print
• Add data import-formatted export for 1098Ts
• Add Total Contacts to staff activity overview in Metrics
• Bug Fix: review test was throwing an error on secondary entrance for OE courses.
• Bug Fix: if someone was in the student portal without yet being registered in any courses, the course messages function was throwing an error.
• Bug Fix: assignment list in staff view was throwing an error if clicked directly from a student record.
• Bug Fix: custom e-doc categories option wasn’t showing student photo as a student photo if it was uploaded by a staff member.

11/30/2023 :: 2023.116

• Two new DCCs to print / export certificate IDs and/or certificate name with the ID
• Add “Display Name” to certificates that appear on the student-side and exports.
• New Setting: edoc_upload_cats allows admin users to customize the categories drop down menu to classify edocs. The value here merges with:
• New Setting: student_upload_cats allows admin users to customize the categories drop down menu in the student portal upload documents form.
• Add more action details to the staff logger in the Tests section.

11/21/2023 :: 2023.114 / 115

• Various database updates.
• Bug Fix: end date of the start date drop down menu in Students / Grads was following the course search buffer setting rather than the active course buffer setting.

11/16/2023 :: 2023.113

• Add question ID number to all Form Builder lists.
• Update all public-facing forms and login pages to change how / when they verify account status.

11/14/2023 :: 2023.112

• Add option to display the Teaching staff schedule in the student portal. Includes settings to turn on/off, show instructor name, and limit only to courses in which the student is enrolled vs. the entire teaching staff schedule.
• Add separate checkbox opt-out to the mobile phone inquiry forms.
• Add “I prefer email” to the Best Time To Contact inquiry form field.
• Bug Fix: emergency contact email address was not being verified on the online application.
• Bug Fix: expenses and staff review document lists had an incorrect date / time display.

11/09/2023 :: 2023.111

• Add course start date description, public/private setting, and alt. codes as a hover help tooltip to the Admissions start dates, and Students / Grads active shortcut buttons.
• Update create user in LearnDash upon payment function: decrease timeout option and add second attempt if reply is empty.

11/04/2023 :: 2023.11

• Update student portal signatures to use device location with IP geolocation as a fallback.
• Add more location information to the student portal logger.
• Add “Box 5” option for regular payments so grants and scholarships can be entered as regular payments on top of as credits / scholarships. Update all 1098T print and export lists accordingly.
• Update consecutive absence email alert function to omit student if Status 2 is LOA.
• Remove payment method on Stripe webhook if charge ID is null (previously was just a notice for staff / student to do so manually).
• Clean code throughout the Mobile Modules section.
• Show beyond Applied Status options to the Main Status field inside the inquiry status box (so can back-status someone there where previously was only inside the Enrollment Status section).
• Tweak the My Info layout to work better with portrait phone view.
• Bug Fix: mobile module header missing custom help icon reference.
• Bug Fix: check for previous courses was throwing an error if rolling start course type was present.

10/21/2023 :: 2023.105

• Update New Course / Cohort form: pre-load LearnDash settings from parent, color-code form sections, smoother campus code add-on process, and some relabeling.
• Update layout & colors of the “staff claim slots” option on the Staff Scheduler.

10/21/2023 :: 2023.104

• New DCC: INCOMPLETE_APP to enable including the incomplete application flag to custom export builder.
• Add social media handles and website/portfolio fields to the person information block of the online application builder.
• Bug Fix: Typo in the Quick Search menu.

10/19/2023 :: 2023.103

• Add a plethora of additional messages in the email sent to staff when a student makes a payment in the portal.
• Move certain student-specific Stripe variables to a session array so can bypass checks on successive reloads (bot admin and student views)
• Allow more scenarios to trigger hiding the “My Payment” button in the student portal.

10/12/2023 :: 2023.102

• Add additional data checks to register module optional custom fields.
• Add “Acknowledge SMS” flag function to the deleted contact history view.
• New type added to Import Module: OE Start Dates
• Bug Fix: Stripe Ledger -> Print Friendly was unhappy about the Connections Fee location change.
• Bug Fix: Mobile Module -> Grades -> Grade Grid was unhappy if a GRR was deleted.

10/05/2023 :: 2023.1

• Add calendar month view in the Student Portal for booking items that are scheduled to be either version of book by month AND if each time slot is 6 hours or longer.
• Add drag and drop file to the new memo form.
• Change bar code on stock student IDs to C128A
• Add secondary check in the list of class weeks for lockstep programs if the person was incorrectly transferred between cohorts.

09/28/2023 :: 2023.093/1

• New DCC: PRONOUN_PREF
• Add secondary bank pending verification check for staff when viewing a student’s record in Payments.
• Add timestamp to names of images uploaded in the Certificate Builder.
• Add more alerts in the student portal with information they can send to the school if any settings are incorrect.
• Merged “N/A” and blank / null value for employer and third party sponsored menus. Also checked if business name is missing from the Contacts records to display the main contact name.
• Bug Fix: if staff deleted a grade (rather than marking it as ignore calc) and then student takes an online MC test, upon submitting the test, the second grade record wasn’t being created.
• Bug Fix: reload of image selection in select menus after uploading a new image was failing.

09/21/2023 :: 2023.092

• New System Setting: g_tag. This allows you to separate global tag from inquiry vs. application conversion code settings.
• New Campus Setting: inquiry_thankyou_note. Appears if campus is set to not redirect to a separate thank you page after submitting an inquiry.
• New Form Builder Type: If Yes, Please Describe. Displays an initial Yes/No dropdown, as well as a linked “If Yes, please describe….” text box.
• New Online Application Block: References.
• New DCC: ENROLLED_COURSE_DATES. Displays a line-break list of OE course in which a person is registered AND the status of that specific course is Enrolled. Displays the course code, start and end dates.
• Delete grade action changed to a delete flag.
• API Change Fix: Stripe moved its Connections Fee from being a separate transaction to a “funding source” of a payout, so the Stripe Ledgers, display, print-friendly, and CSV export versions, have been updated to highlight those fees within the payout blocks.

09/09/2023 :: 2023.091

• New layout accessible from the Student Header, “Student File”, lists all student information and records on a single sheet, including links to download and print all attached documents, forms, surveys & agreements, tests, etc.
• Add fields to Certificate Builder: Signature 3, Signature 4, Image 4, Image 5.
• Add font to Certificate Builder: Canterbury.
• Add drag and drop to more upload forms.
• Two new settings for Attendance that control how many L and L2 of entires result in an absent (applies only to Percentage of Total attendance key type)
• Add student’s main funding type value to Invoice CSV exports.
• Adjust behavior so that if a person registers in an OE course that is in Wait List status using the Register Module AND pays in the same process, their main status moves to Enrolled, but course status stays on Wait List.

09/01/2023 :: 2023.09

• Update online application allowing applicants to save their progress and return to complete at a later time.
• Add upload field type to the online application that, once submitted, automatically creates an Enrollment Record in their file.
• New Course Setting: Access __ Days Before Start. For Lockstep cohorts and OE course schedules, allows users to define how many days before the course start date will pS grant access to the LMS online course content (default: 0).
• Update student search functions to allow all OE dates within the search date range buffer (rather than restricting to specific classes).
• Two new system settings to replace the Help bubble icons with one of users’ choosing.
• Add file drag and drop to e-doc forms.
• Update the Grade Grid to show only Enrolled + Enrolled students IF the original search was for an entire course and not a specific course group, which still displays all students who were active at any point in that start date.
• Update Booking System with new scheduling option to open and close on a specific day of the previous month, and if the open number is zero, to allow students to book as far in advance as they want (rather than just the upcoming month).
• Various bug fixes and UI tweaks.

08/24/2023 :: 2023.081

• Add non-course-linked staff training categories to Course Materials section.

08/05/2023 :: 2023.08

• Add month-based scheduling to the booking system.
• Add half-hour slot option to booking system.
• Add bookings-only web calendar subscription link, and bookings + weekly schedules web calendar subscription link
• Update booking system for easier cross-day bookings (e.g. start 11pm, end 2am).
• Update block recurring time in booking system to narrow blocked times to programs and lockstep cohorts.
• Update booking items’ settings so blocking concurrent bookings can be defined for all other items, or just items within the same group.
• Add calendar JS select to schedule MC test form.
• Change online application alerts to modal overlays.
• Add option to omit campuses in the campus menu of embeddable inquiry forms.
• Add export: date-range totals by cohort and course: status, gender and race/ethnicity

07/01-18/2023 :: 2023.07-072

• Various small bug fixes and tweaks. Nothing interesting.

06/30/2023 :: 2023.063

• Add option to isolate course list by campus for the three Register Module embedded select course and monthly calendar lists.

06/21/2023 :: 2023.062

• Add ability to batch import Payment and Invoice records to the Import Module.

06/15/2023 :: 2023.061

• Add CashApp as payment method in the student portal (must be activated in Payments -> Settings).
• Updated class weeks attendance overview list for lockstep students to search for possible duplicate course weeks.
• Bug Fix: registration fee wasn’t be included in total course fees on registration module for rolling start courses.

06/05/2023 :: 2023.06

• New Function: Scholarship Codes. Create codes to credit or waive tuition, registration, and/or materials fees during the online application and registration processes. Only one code can be entered by an applicant at a time. Codes are created in the Payments section. Options include: active for specific course(s) and date range, select fee types (reg fee, materials or tuition), flat or percentage amount credited vs a complete waive,  and a short description to display when they enter a correct code. The credit / fee waiver is applied when the invoices are created after submitting their application, so they see it applied on the payment form on the final step of the process. Notes indicating the code used are stored in the student file as well as the the credit record. SCHOLARSHIP CODES ARE NOT AVAILABLE FOR LEGACY CUSTOM-PROGRAMMED APPLICATIONS: YOUR SCHOOL MUST BE USING THE UPDATED BUILD-YOUR-OWN APPLICATION TO USE THIS FEATURE.
• New system setting: reg_form_hide_fees. Default: No. Hide fees on Register Module until the invoices are shown.
• New system setting: reg_form_show_scholarship_code. Default: No. Must be set to Yes to display option to enter a code.
• New system setting: enroll_if_oe_fees_paid. Default: Yes. Option to override automatic enrollment if a registrant pays their course fees for an open enrollment course during the application or registration process; all the usual notification emails updated accordingly.
• New system setting: student_portal_dark. Default: No. A dark theme for student portal; intended mostly for compensating the login page style for dark image backgrounds, but also creates dark backgrounds and “vibes” when students are logged in.
• Altered campus setting: ps_learndash_wp_url. Default: original URL (if active). Setting remains in the LearnDash settings section, but is now separated by campus (if applicable). This allows every campus within a poliSCHOOL system to have a separate LearnDash LMS URL (i.e. totally different LearnDash systems hosted on different domains, and have them all flowing into a single pS installation based on each campus’ LD URL setting).
• New Online Application Block: Show Scholarship Code On Application. Must be included in a program’s application if you would like to display the option to enter a code. Default on all current applications: No.
• New DCCs for adding basic LearnDash data to custom templates and exports (steps completed, points earned, points possible).
• Update poliSCHOOL LearnDash Connect plugin to do the cool stuff mentioned above.
• Add bank verification link (as a button) to the student portal as a back-up to Stripe emails.
• Add additional informational message ACH setup return URL if student’s bank requires additional verification.
• Add more details to the staff logger for invoice-related actions.
• Add letter grade and overall GPA to lockstep programs in the school-wide overview in the Grades section.
• Bug Fix: lockstep-by-module type transcripts weren’t accepting option to display letter grades rather than percentage.
• Bug Fix: extra escape was being added when updating the main Award menu.
• Bug Fix: if using the legacy version of the online application, when a student was applying to a second program as part of a dual-enrollment, the projected start date would also be assigned to the old enrollment rather than just the new.

05/04-09/2023 :: 2023.05 – 2023.051

• Update header image in automatic email templates for student portal actions.
• Add more metadata to student portal and autopay payments.
• Bug fix: teacher level users were able to click on numbers in the Admissions Stats Dashboard panel and get to the Admissions section.
• Bug Fix: when replicating an application that had sections and/or specific courses within an OE program selected, the application builder was not correctly showing those presets.

04/22/2023 :: 2023.043

• Add option for admin-level users to “deleted” form submission data in the Forms & Checklists section of a student file (recoverable)

04/10-15-ish/2023 :: 2023.041-042

• Various code cleaning.

04/07/2023 :: 2023.04

• Overhaul the Contacts section: add 1-to-1 template email, bulk email, DCCs, 10 custom fields, updated layout and new filter by custom fields search type.
• Update bulk emailer, DCCs list, an email templates accordingly.
• Bring back the option for students to pay a partial invoice in the student portal.
• Begin process to allow deleting attendance sheets for books and students even if data has been entered.

03/21/2023 :: 2023.033

• Add more details to Stripe description of all online payments so Stripe emails contain same information as the pS email notifications.
• Clean My Payments code.
• Small changes too pS Client invoicing and reporting system integration.
• Bug Fix: secondary tally in My Payments in student portal was omitting partial refunds in the total invoiced amount.
• Bug Fix: Payments overview, payments column: ACH status was only showing if there was an error.

03/13/2023 :: 2023.032

• Add more file-type and name checks to the Student Recourses and Guides upload form.
• Add red background to A/R invoices and payments lists if there is a possible discrepancy between campus ID and course of person vs. invoice or payment.
• Update more logged staff activities for easier searching by student ID or person ID

03/06/2023 :: 2023.031

• Add cropping and rotation to stored e-docs if stored as image.
• Add additional check to shared courses in the register module to make sure new program enrollment doesn’t automatically get created.

03/03/2023 :: 2023.03

• Broaden search criteria in Admissions section “Future Start Dates” course and status overview (so that it better accounts for swapping main and second status like the main list search does).
• Add copy link to person file icon/function to the person record in the Admissions section.
• Wee bit of code cleaning.

02/18/2023 :: 2023.025

• Add embed media options to MC test questions: mp3, mp4 and webm.
• Expand staff logger search options.
• Add ability to assign specific OE courses to enroll and internship e-docs.
• Added rotating key to outside POST inquiry function.
• Update Stripe Ledger and checks for failed but pending refunds.
• Remove depreciated code in various sections.

02/16/2023 :: 2023.024

• Update 1098T preview list PDF and add .xlsx version.

02/06/2023 :: 2023.023

• CC pS Support staff email when there are issues with various web hooks (previously just client’s admin and/or applicable alert address)
• Add click-to-copy icons in various locations when a person’s record is loaded.
• Bug Fix: Override keyboard shortcuts wasn’t begin triggered if text field for new e-document was in focus.

02/01/2023 :: 2023.02

• Add “remove” as an opt-out word in SMS responses.
• Add responses headers to database checks to better account for strange happenings and bad timing with webhooks.
• Add country and other state dynamic content codes.
• Bug Fix: Opt-out of electronic delivery of 1098Ts wasn’t accepting form.
• Language tweaks on reverse / void payment form for staff.
• Update Stripe refund function for ACH payments.

01/27/2023 :: 2023.014

• More aggressive error notices and emails if Stripe webhook is incorrectly configured.
• Change layout of course list in A/R section.
• Prevent student portal payments if more than one endpoint URL active in Stripe account.
• Grant longer window for duplicate check to better allow for longer-period ACH status updates.
• Bring back ability for manager-level users to delete a survey or agreement *if* its status is not that it requires a signature.
• Add more Stripe error checks on staff side when entering a payment or refund.
• Fix typo in notice from LearnDash if quiz was manually marked as complete.
• Bug Fix: delete OE start date in Admissions wasn’t happy.
• Small cleaning in grade, attendance and payment functions for >PHP8

01/20/2023 :: 2023.012 – 2022.013

• Various bug fixes from 2023 update.
• Various updates to student portal style and responsive settings.
• Consolidate / streamline how pS links person records for dual enrollment students and apply throughout.

01/16/2023 :: 2023

• Update Stripe payment flow in Student Portal to include instant bank verification.
• Add AfterPay payment option in Student Portal.
• Add IP address geolocation to all digital signatures.
• Allow option for attendance sign-in module to work off-site if IP address is set to 0.0.0.0
• New charts and exports in Payments A/R section.
• Add full-month view in Staff and Weekly schedulers when in admin mode.
• New DCC: “first_day_attendance”.
• Add custom list options for race/ethnicity, gender and pronoun preference fields.
• Extend staff logger to store for 9 months.
• Add update history thread for all person-table fields (admin and manager level access only).
• Tweak students resource access for OE courses: if the course status is still set to Enrolled, then the student can access the resources set with no end week even after the course end date has passed.

View poliSCHOOL Release Notes Archive (7.0 – 2022.12)