If your current version number isn’t listed: that means poliARC posted a custom update just for your system and the version number was changed to help your browser load the new files. Release notes include the most significant and notable updates and changes to the poliSCHOOL System: database, user interface, functions, calculations, rules, policies, and terms of service. While we try to be detailed, these release notes don’t detail every single change to the code, or changes by parters or third-party providers (e.g. regular cleaning, depreciation, minor tweaks, server updates, etc.)

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.

12/05/2022 :: 2022.12

  • Update LearnDash Connect plugin to search for higher test grades earned in single day to ensure it copies the highest grade.
  • Various small code cleaning and a typo in consecutive absence notice email.

11/18/2022 :: 2022.114

  • Add separate file categories list (in student portal) settings for Applied, Active/Enrolled, and Graduated/Completed status groups. Default copies current set to all three.
  • Update portal to allow Terminated and Withdrew former students to log into the portal so they can access payment records and any e-docs marked in their file as being available in the portal.
  • Update NOCC to version 1.9.11 (Postmaster / Contact@ section)
  • Update main status menu in Enrollment Status box to better account for non-standard combinations.

11/16/2022 :: 2022.1132

  • Bug Fix: subscribe form for pS users update email not working as intended.

11/12/2022 :: 2022.112 / .113

  • Add OAUTH2 to My Email to accommodate MS365 (absurd) requirements. Includes new system settings and updated email credentials in the user dashboard if their email server is some iteration of office365.com
  • Update RoundCube to version 1.6
  • Update all grade reports to group / list by grade type alpha, grade name alpha for course-based and module numeric, grade name alpha for pure lockstep programs.
  • Update wait list display on registration module in second step of the process.
  • Add 10-minute automatic check of the contact@ postmaster email address with green flag if there’s a new email.
  • Update all transcripts to dynamically change school address based on campus ID of the student record.
  • Bug Fix: inquiry full mobile no category embeddable inquiry form was missing option to pre-select a program in the program of interest menu,

11/03/2022 :: 2022.11

  • Introduce poliSCHOOL U: user training courses accessible from staff users’ Dashboard.
  • Update invoice CSV exports to add subcategory.

10/26/2022 :: 2022.105

  • New Tests setting: test_allow_change (default: No). If Yes, then students can go back to answers already submitted for review / changing.
  • Add function for SuperAdmin user to null stripe customer ID if its triggers any API errors.
  • Hide individual courses within a lockstep program if the course doesn’t contain any graded items in the Grade Grid view.
  • Modify max upload size larger / smaller depending on pS Service plan.
  • Add more error handing to Stripe processes in student portal.
  • Bug Fix: student search horizontal form when booking something on behalf of a student in the Weekly Scheduler was throwing an error.

10/15/2022 :: 2022.104

  • Update graded item list for OE by course order to alpha by grade type, then name.
  • Add bulk void invoices option for admin users in the Overdue Invoices list.
  • Add more warnings to user about the risks of using “power void” on invoices.
  • Various cleaning / updates for depreciated code.

10/12/2022 :: 2022.103

  • Add pending support ticket / updated progress notes flag to users’ desk drawer.
  • Tweak layout to OE course registration records dates list (delete buttons were breaking in small windows)
  • Add additional note to new course registration email to the registrant reenforcing all required fees need to be paid before registration is complete.

10/07/2022 :: 2022.1021

  • Add option to sort scheduled surveys list by template.
  • Update ordering in replicate surveys menu to better accommodate multiple items with the same name.

10/06/2022 :: 2022.101-102

  • Tweak attendance report PDF layouts.
  • Update bulk print attendance reports function to create PDFs up to 40, anything over that count in a single batch displays as HTML.
  • Update Twilio send SMS functions to show troubleshooting recommendations within the pop-up error notice.
  • Bug Fix: Rep + Admin user level wasn’t getting access to Programs block in Admin section.

10/01/2022 :: 2022.1

  • Add stock export to Students / Grads: active students by course and month with monthly totals (follows date range set in Students / Grads list builder).

09/30/2022 :: 2022.0931

  • Update lockstep by course transcripts to allow shared lockstep courses.
  • Add date range-based stock course count export in Students / Grads.
  • Update wait list count function in Register and Apply modules to group by person ID in case admin user(s) double registered a student.
  • Bug Fix: Driver’s License State drop down menu not correctly displaying value after reload.

09/29/2022 :: 2022.093

  • New Payments Setting: invoice_hide_main_address. Hides the campus and/or main system address on all invoices.
  • Add current numbers stock export to Students / Grads section
  • Tweaked CAPTCHA layout on all small inquiry forms.
  • Limit shared hosting (poliSCHOOL Core) to 1000 rows when exporting in Search.
  • Update various sections to allow sharing lockstep courses between lockstep programs.
  • Add notice to Contact user if school hasn’t yet selected fields to display in the Verify Module.

09/16/2022 :: 2022.0921

  • Make Task types / categories list a system setting so users can add / remove as desired: “task_type” in the Fields & Menus section of system settings.
  • Add flag if no FSD when in list overview if someone is Withdrew status.
  • Bug Fix: new Contact form was missing Third Party Payer option.

09/10/2022 :: 2022.092

  • Update Register module to include SSN and custom date fields (SSN only available if the reg form is NOT embedded on another site).
  • Update online application to make the person / applicant information block movable in the Form Builder (previously always @ the top).
  • Update “group by oe course” view in the Admissions future start dates list so that if groups down to schedule level.
  • Add pagination to the “select a course” first step of the Register module and option for user to sort by date descending.
  • Bug Fix: Last Date Attended in the student / grads overview list for was using older function (didn’t include sign-in hours).

09/07/2022 :: 2022.091

  • Update Register module to include custom enrollment text fields.

09/04/2022 :: 2022.09

  • New module, Verify, that allows third-parties to access restricted graduated information with a separate user name and password, includes option to export and additional access restrictions determined by linked records (i.e. so employers who send employees for training, if restricted, can only see the records of their employees).
  • Add SSN_LAST_4 and DATE_OB DCCs to the Certificate Builder.

08/26/2022 :: 2022.086

  • Background prep for upcoming Verify module.
  • Bug Fix: “MY_EMAIL” DCC wasn’t correctly populating when included in an SMS saved message template.

08/25/2022 :: 2022.085

  • Add mandatory “best time to call” field to all small, vertical inquiry forms.
  • Add mandatory “best time to call” field to the build-your-own online application.
  • Add additional formatting check to the CC email list in the MailIt (tempalte mailer) function.
  • Add group ID number to the OE start date list in Admissions.
  • Bug Fix: rolling start course Applied and Enrolled list was omitting anyone whose main status was set to Non-Start or Withdrew Application plus the course status itself being either Applied or Enrolled.
  • Bug Fix: standard student search form in student sections was hiding rolling start type course if in single campus mode.
  • Bug Fix: admin view of setup booking matrix for the student portal was throwing an error when trying to view schedules for a specific cohort.

08/15/2022 :: 2022.0831

  • Big Fix: update form for Rolling Start type course was not displaying attendance key drop down menu.

08/14/2022 :: 2022.083

  • Add function to embed .pptx and .ppsx files in the student portal using Microsoft’s web viewer for PowerPoint.

08/11/2022 :: 2022.082

  • Update starting point of creating a drip campaign email template so that pS loads a basic responsive email template with the generic email header image.
  • Update all tinyMCE occurrences to have them remove all formatting other than line breaks when pasting text (too much darn Word extraneous code getting pasted into templates and agreements folks).
  • Add a couple more columns to the itemized exports added in 2022.081

08/09/2022 :: 2022.081

  • Update pS LearnDash Connect Plugin
  • Add lesson credit time to lockstep classes.
  • Update copy attendance from LearnDash to poliSCHOOL function to work for LearnDash courses assigned to lockstep classes.
  • New function to automatically copy passed quizzes in LearnDash to grades in poliSCHOOL based on minimum passing system setting in pS.
  • New stock exports in Students / Grads and Admissions section available to admin and manager level users only: E-Doc list, Notes List, and Contact History List.
  • Add option to print a blank preview of a survey or agreement.

08/03/2022 :: 2022.08

  • Bug Fix: custom enroll field 4 value + above enrolled status in Admissions list could create empty list.
  • Bug Fix: update grade, course type 1, replacing attached grade file wasn’t handling the file correctly.

07/30/2022 :: 2022.0781

  • Add embed screen recording support to pS Support Ticket replies.
  • Bug Fix: Import function wasn’t removing line breaks in phone number column.

07/28/2022 :: 2022.078

  • Add last contacted date to various list overviews.
  • Improve responsive design for the criminal history and extended driving history application blocks.
  • Bug Fix: template email single-person send action was not updating last contacted date if lead was not yet owned.
  • Bug Fix: default email header image missing from preview email layout in Docs, Emails and Exports.

07/26/2022 :: 2022.0775

  • Tweak CSS editor settings.
  • Move gen_email_header system setting to Branding section
  • Fix typo in My Uploads.

07/25/2022 :: 2022.0774

  • Add date adjust setting to apply to emendable “first step” options of the register module.
  • Add date adjust setting to apply to register module preview.

07/23/2022 :: 2022.077

  • Add system setting to adjust the cut off (or extension) before (or after) a start date that it will appear as an option on the online application and register module.

07/21/2022 :: 2022.076

  • Add lockstep cohorts as options to the embeddable first step functions of the Register Module.
  • Bug Fix: Staff complete application using drop down menu style menu on the application wasn’t correctly assigning course type for lockstep programs.
  • Bug Fix: New Task form in Search view date picker wasn’t updating date field.
  • UI tweak to Loaded Person Task form to prevent date fields from overlapping text areas of task content if browser is zoomed in.

07/16/2022 :: 2022.075

  • Add Contact invoice that generates a single invoice for all open student accounts that are linked to that contact (e.g. an employer sends 10 employees to take a course).
  • Add third_party_sponsor and employer_sponsor to DCCs list.
  • Add third party sponsor as a category in Contacts section.
  • Separate the source list for employer sponsored vs. third party sponsored inside the Enrollment Status Box -> Additional Enrollment fields (previously both were taken from Contacts marked as employer).
  • Add delete flags to contacts e-meta records.
  • Remove ability to have a space in a C.Code when creating a new course.
  • Various small UI tweaks.

07/13/2022 :: 2022.074

  • Add employer sponsored field to the Register Module.
  • Add custom field labels to the Register Module that can replace staff-facing labels for custom enrollment fields.
  • Add registration complete message system setting to display on the Register Module thank you page.
  • Add preview registration form link in the Admissions section.
  • Bug Fix: C.Code 2 wasn’t filtering correctly in the Students / Grads section.
  • Bug Fix: Staff “apply as student” function wasn’t displaying all selected standard blocks.

07/11/2022 :: 2022.0731

  • Add WHY_NOT_CONVERT dynamic content code (displays why not apply / enroll field value).

07/10/2022 :: 2022.073

  • Add option to include selected custom enrollment fields to the Register Module.
  • Add option to include lockstep cohort start dates to the Register Module (previously only OE courses).
  • Add ability for super admin users to delete OE start date (which also deletes all linked course registrations if applicable).

07/07/2022 :: 2022.072

  • Add option to delete (archive) student and graduate surveys and agreements.
  • Change filter rule on the “Show Online Applications” list to include incomplete apps even it they fall outside of the month / year filter.
  • Add course_type and background lockstep enrollment reference record to the Import function to better “move along” any records that are imported as Enrolled (or beyond) status.
  • Bug Fix: Custom Graduate Date Fields in the Custom Export Builder weren’t fading if inactive.
  • Bug Fix: Order In Program was not passing correctly when updating an open enrollment course schedule.
  • Bug Fix: In Students / Grads, if the Enrollment Field menu is active and the system didn’t have any of the possible stock additional enrollment fields active, then custom enrollment fields would not appear in the menu.
  • Bug Fix: main menu type Fixed Top, was off after the Import button was added for manager-level users.

07/01/2022 :: 2022.07

  • New stock field: Why Not Apply/Enroll? to be used with Metrics and the custom export builder.
  • New granular user access restriction: no programs / cohorts (only full admin level users can update).
  • Add month/year filter to the OE Start Dates list in Admissions.
  • Add month/year filter to the online application and incomplete applications list in Admissions.
  • Small UI updates to the missing form items and missing enrollment requirements notice flags.
  • Bug Fix: if a custom field was removed in System Settings after a user had already performed a drag/drop to set their desired field order, it would still appear inside the Enrollment Status box.
  • Bug Fix: if a student did not pay course fees after registering for a course using the My Courses section of the student portal, the course registration status remained NULL (rather than Applied), which threw off Admissions counts.
  • Bug Fix: The recent tests view was omitting tests scheduled early in the day when the last day of the month (go figure).

06/22/2022 :: 2022.064

  • New module: Import  for admin users to import person records from a .csv file.
  • Add system settings for favicon and student login background image.
  • Add ability for admin users to edit css files.
  • Bug fix: bad link for project descriptions in student portal if stored on AWS.

06/17/2022 :: 2022.063

  • Preliminary install of new Import module files.
  • Bug Fix: search by open enrollment course in the Issue Certificates section was including students from previous groups.

06/14/2022 :: 2022.062

  • Add ability to enter course grade override records (CGOs) for OE students for courses in which they are not registered.
  • Add staff notes to assignments.
  • Bug Fix: after 2022.061 the “Fill Out App” option when staff completes an online application for an applicant wasn’t displaying start dates for lockstep programs.

06/11/2022 :: 2022.061

  • Add cohort / course sections (1-3) labels as system settings.
  • Add section selection option to the build-your-own online application.
  • Add section labels to attendance section.
  • Add “Has Toured” as an option to the Admissions list contact history filter.
  • Add ongoing yes/not option to the update skills test form.
  • Bug Fix: create payment plan was allowing week zero.
  • Bug Fix: Max Enrollment in course settings was allowing zero.

06/04/2022 :: 2022.06

  • Add a small number of optional fields to the Register module.
  • Update embeddable student and staff login forms.
  • Add additional notice to users how and when bulk emails are sent.
  • Bug Fix: when clicked inside the Docs, Emails & Exports section, the help tab wasn’t automatically displaying FAQs for that section.

05/29/2022 :: 2022.056

  • Add overdue invoice icon indicators to Admissions and Students / Grads sections list overviews.
  • Add class full and wait list notice flags to the embeddable course schedules (monthly calendar and list views).
  • Update the “program and course” inquiry form to display specific start dates of open enrollment courses when submitting an inquiry (rather than just the course). The date is entered into their inquiry file as the projected start date.
  • Add function to create users on the pS User Training Courses site (background prep)
  • Bug Fix: typo on thank you page of registration module.

05/26/2022 :: 2022.055

  • Create background functions for staff users to link accounts to training.polischool.net user training courses site.
  • Various max-widths and div scrolling changes based on user actions / purpose when viewing a person record.
  • NULL withdrawal date if user updates course registration record and there’s any miss-match of the fields (had some withdrawal dates set when users didn’t want to.
  • New function to allow superadmin level users to manually create a local files backup and send to AWS.
  • Changed layout of Change Password form when the password is forced to be reset to make the requirement clearer for users on phones.
  • Bug Fix: new attendance sheet and new make-up attendance sheet on the mobile module layout not refreshing correctly.
  • Bug Fix: lab hours type running tally was incorrect on class/lab split attendance PDF export (totals were fine).
  • Bug Fix: Next page wasn’t behaving when viewing the list of a specific student’s attendance sheets / weeks sheets.

05/09/2022 :: 2022.054

  • Add ability to restrict which sections of the student portal are active based on program.
  • Add additional alerts check when navigating to a new section (in case browsers are blocking the automatic, non-user-action triggered checks).
  • Bug Fix: file in SMS message not displaying correctly in the replies to bulk SMS message view.

05/03/2022 :: 2022.053

  • Update course materials, student resource files, and project description upload forms to allow larger files.
  • Bug Fix: cumulative grade calculation function for open enrollment type courses was having a problem if a course grade override entry wasn’t a numeric value (i.e. Pass/Fail)

04/25-26/2022 :: 2022.05 – .052

  • Update delete flag method for images used in the Certificate Builder.
  • Update pS LearnDash Connect plugin to compensate for manually checked-as-completed quizzes.
  • Prep staff user creation function to integrate pS user training website.
  • Bug Fix: Signature-only agreements could throw an error after submission on legacy client systems.

04/23/2022 :: 2022.05

  • Update online application so OE programs can designate specific OE courses to display.
  • Add 5 custom grad date fields.
  • Add human-friendly created/updated by note on invoices overview.
  • Give more room to break rules with Lockstep transfer record.
  • Update Forms & Checklist update thread layout.
  • BugFix: GPA calc base not dynamic on OE with credits transcript
  • Small UI changes.

04/10/2022 :: 2022.042

  • Add “template” flag for scheduled surveys and agreements; order replicate menu accordingly.
  • Change recent online tests list to be grouped by month (with month/year change form to view previously scheduled tests)
  • Bug Fix: Divide by zero hiding in lockstep by module grade calculation function.
  • Bug Fix: PHP 8 incompatibility issue on refund calculation overview print PDF file.
  • Bug Fix: online application builder, program only with projected start date when auto_invoice_date system setting set to anything except “on date they apply”: invoice dates would be off.

04/06/2022 :: 2022.041

  • Tweak TinyMCE settings to use browser spellcheck.
  • Yet more integration with pA client account (now also in designated users’ dashboard).
  • Possible bug fix: attendance sheets with a class of more than 50 (we think) were losing the week number of the attendance sheet when posted for update.

04/03/2022 :: 2022.04

  • Update TinyMCE.
  • More integration with poliARC client account (overdue invoice notices)
  • Add more general rule-breaking  for superadmin level users.
  • Update delete flag for images and files uploaded (and later “deleted”) from Docs, Emails, & Exports section.
  • Hide DeskDrawer tab if password reset is required.
  • Change PHPMailer encoding to better suit use of emojis in email body content.

03/30/2022 :: 2022.033

  • Bug Fix: custom text field filter, if active, was deciding to create a new div, which made a mess of the filters block in the Admissions section.

03/26/2022 :: 2022.032

  • Move new memo flag to same ajax function as main menu flags.
  • Make the container of large notes collapsable and set reasonable max height.
  • Add C.Code 2 to student search forms in primary student-related sections.
  • Change order of C.Code 2 in Admissions and Students filters.
  • Add service status link to admin login page.
  • Change School-wide Overviews in Grades and Attendance to follow the “attendance_list_buffer” setting so that they will phase out on the same schedule as the attendance books list.
  • Add “show courses with grades only” option to stock transcripts for OE and lockstep by module and course type programs.
  • Bug Fix: lockstep sections not appearing in filter dropdown menu for multi-campus setups.

03/18/2022 :: 2022.03

  • Update database indexes on various tables.
  • Add “Getting To Know pS” category to the main Help section and Help tab.
  • Add text search to the student resource files list.
  • Add “courses with grades only” layout options to stock course-based program transcripts.
  • Replace jump menu for list by category to ajax load for the student resource files list.
  • Bug Fix (sort of): change default layout in Home / Tasks so if paging through un-owned inquiries (new), the column doesn’t start in collapsed view.
  • Bug Fix: Enter Course Grade Override function javascript wasn’t refreshing the view (and) not showing the entire form when opened.
  • Bug Fix: help tab default category wasn’t correct when opening it in the Payments section.

03/15/2022 :: 2022.021

  • POLICY CHANGE: ALL emails in either the contact@ or postmaster@ account are deleted when older than 3 months (these aren’t meant for storage, folks).
  • Update the future and active courses loader for better visual cues.
  • Bug Fix: lockstep program, add continuation week decimal check giving a false positive that the week already exists.
  • Add another auth token check and retrieve to send SMS function.

03/13/2022 :: 2022.02

  • Connect the poliSCHOOL Client Portal a bit more with the pS front-end so poliSCHOOL + Marketing clients can access pay per click marketing reports directly in the Metrics section of their system. (New setting in client portal: PP Report Access.)
  • Add entered by / update by hover bubble to grades and attendance entries.
  • Separate the auto credit card, and auto ACH notice emails to staff to follow campus payment settings (if applicable).
  • Added “status” and “status2” fields as accepted POST fields in the direct post inquiry function (i.e. non-embedded inquiry forms and pS Forms Connect WordPress plugin).
  • Bug Fix: Students / Grads export menu was missing the cumulative grades and attendance overview by course credits export.
  • Bug Fix: Bulk Email reply to fields were floating left rather than right, which confused some browsers and made them “teeny tiny”.

03/06-07/2022 :: 2022.016 / .019

  • Add notes on internship  / externship record description to notes of individual hour attendance entry (previously just course code) if individual hours record was created by creating an internship / externship record.
  • Bit more integration between pA invoicing system and pS notices to clients.
  • Add dedicated troubleshooting category to help sections.
  • Small updates to Cork and Chalk color theme.
  • Last Day Attended function unhappy if “monday_through_sunday” setting set to yes.
  • Add Override Default Hours Per Day to program level (previously cohort or course).
  • Various small patches as all schools have been upgraded to v.2022

2/2022 :: v2022b – v2022.015

  • A complete and somewhat painful overhaul of the backend structure of poliSCHOOL. Streamlines new client setup, file storage, managing automated tasks, and cuts resources usage, depending on section, by 30-50% as users go about their day.
  • New Feature: Click-To-Call. Integrates seamlessly with the SMS messaging already in poliSCHOOL so staff can quickly call and navigate through a lead or student’s record without interruption or having to change windows or applications. Click-to-call is outbound only, and requires a minimum service package of poliSCHOOL Plus to activate.
  • New feature: incoming media file links to SMS conversations (up to 10). Links to the media in SMS messages appear in-line with the conversation threads.
  • New SMS message notice is checked every 3 minutes (rather than only @ page load; this is better. Trust us.)
  • New Feature: Pre-fill option added when scheduling a Survey or Agreement in the student portal (so long and short text fields behave basically the same as those e-sign companies, but only cooler because poliSCHOOL also has all the dynamic content codes.
  • Add Day Zero option for inquiry status drip campaign emails. This overrides / replaces the campus-level auto-reply email in main campus settings.
  • Add option to narrow to program-level for drip campaign emails on inquiry status (previously only an option for applied or enrolled status campaigns).
  • UI updates… we’ll nickname this one “rain drops”.
  • Remove “old school” legacy menu with all sections listed across the top. This one has been the most jarring for our long-time clients. We recommend using the Left Fixed menu, and always remember: Ad = Admissions related, St = Student related, and “three little lines” means Everything else. Once you get used to it, it’s a lot faster and more intuitive. Promise.
  • Updated design of automated emails.
  • Updated and expanded stock transcripts.
  • Update code and third-party dependancies to become, let’s say “virtually” PHP 8 compatible. (*Does NOT include combing through the custom modules, custom layouts, or custom exports created for individual clients through the years; we’ll tackle those as/if the need arises.)
  • Update “Notes as Doc” to be “fully WYSIWYG” including HTML links.
  • Added even more user-specific section access restrictions / expansions to accommodate the increase of non-standard user roles.
  • Add option to make surveys and agreements signed and/or submitted by a student to be available in the student portal for them to view and download in the “My Documents” category of their home page (previously only an option for e-docs)
  • Add varying degrees of WYSIWYG editing options to e-docs, notes, staff memos, etc.
  • Add section option when scheduling online tests for lockstep cohorts, and individual course group start dates to open enrollment course schedules.
  • Add option to upload or replicate files in the Students Files & Resources section whittled down to open enrollment schedule level (so can replicate a document and quickly change its availability based on differing schedules of the same course (e.g. full time vs. part time)).
  • Add custom invoice notes/description and subcategories to individual course and cohort start date course settings that are used by the auto-invoice at application function (“Pay Fees at App”).
  • Add wait list and max enrollment functions to lockstep cohorts (previously only for direct apply open enrollment courses).
  • Add more from email and from name options to user preferences so users can more easily opt to send emails from their own, the school’s, or whomever’s email address.
  • New DCCs: PERSON_ID, OWNED_BY, THEIR_ADVISOR, THEIR_NOTES, and LAST_CONTACTED_DATE.
  • New settings in Admissions and Students / Grads to omit the Forms Status flag in the overview lists (speeds load time for schools that have a lot of long forms and checklists)
  • Add ability to change task type after creation.
  • Add option to forms, surveys and agreements to print without header branding.
  • Updated Terms Of Service.

12/12/2021 :: v2021.934

  • Add secondary description for open enrollment courses linked to specific start dates. Like the main course setting course description, the start date appears in the embeddable start dates list, registration module, etc.

12/03/2021 :: v2021.9334

  • Bug Fix: Contacts section, exporting files: if the list was generated by using Quick Search “Industry Advisor” the export file would error.
  • Bug Fix: multi-campus systems, if a campus was set to inactive it would still appear in the Create New User form for full admin level users, which in turn, caused an error during login if as a result a non-admin level user was created and assigned to that inactive campus.

11/30/2021 :: v2021.9333

  • Add referral and referral source 2 as a filter option in the admissions list (snuck into the Contact History filter menu).
  • Bug Fix: “3rd Party Sponsored” field label was having a little trek outside of its div.

11/22/2021 – 11/24/2021 :: v2021.9331 & v2021.9332

  • Bug Fix: deleting an uploaded student assignment if on pS Core (local storage) wasn’t verifying file deletion.
  • Bug Fix: student assignment upload if on pS Core (local storage) wouldn’t refresh the file list after uploading large files.
  • Bug Fix: Recruiter level with Students / Grads section added to permissions, if using an expandable main menu, wasn’t seeing the “St” main menu item.
  • Add access to the Graduate Status box to Recruiter user level with Student / Grads section added to permissions.

11/20/2021 :: v2021.933

  • Database updates to prepare for v2022
  • Bug Fix: SSN field wasn’t turning green to indicate successful update.
  • Bug Fix: if previously-enrolled student applied to a new program, the secondary enrollment record wasn’t writing all the custom fields.
  • Bug Fix: the general information student list PDF export in Students / Grads section was throwing an error.

11/3/2021 – 11/15/2021 :: v2021.9321 – v2021.9327

  • Small patch and cleaning updates.
  • Added “no enrollment date” option so individual staff users that blocks ability to change the enrollment date (and therefore cannot move a record to Enrolled status).

10/31/2021 :: v2021.932

  • New dynamic content codes to print earliest and latest (first and last) invoice dates.
  • Add credit-based GPA calculation version of the grades and attendance export overview export in Students / Grads
  • Add option to enter multiple reply-to email addresses in user preferences (selectable when sending emails using the template mailer)
  • Add user email signature and corresponding short code for templates.
  • Some background changes to OE start dates, course registrations, and attendance for v2022.

10/24/2021 :: v2021.931

  • New dynamic content codes added to templates, forms, & exports: previous education, previous education name, and previous education level.

10/20/2021 :: v2021.93

  • Update pS LearnDash Connect WordPress plugin: new function to override a quiz grade (changed in pS, updates it in LD)
  • Add more filters to Certificates student search result list.
  • Add institution name, course name and course code to Course Grade Override entry (for more comprehensive credit transfers on transcripts)
  • Add more course details to confirmation email during registration process for OE courses.
  • Bug Fix: Wait List wasn’t being shown according to a course’s settings in applications created with the Application Builder
  • Bug Fix: file download link in memo replies within threads from polISCHOOL Support (long support tickets threads) were displaying when no file was attached.

10/13/2021 :: v2021.9211

  • Include more course information in confirmation email to student in the register module.
  • Add another aged A/R report to Payments.
  • New pS Web Connect WordPress plugin.

10/08/2021 :: v2021.921

  • Add section filter and quick search options to search by cohort in main student sections.
  • Add section filter to grade grid entry view
  • Add DCCs: GRAD_AWARD and LICENSE_AWARDED
  • Add Mega Megasheet to stock A/R exports (it’s super mega)
  • Add By-Student totals and aging A/R export to stock A/R exports.
  • Remove buttons to print old student rosters above search results in main student sections.
  • Bug Fix: shared courses outside of main program not appearing as option when uploading an assignment.
  • Bug Fix: shared courses outside of main program not appearing as checkbox option on form builder online applications using the checkboxes for OE programs layout option.

09/26-30/2021 :: v2021.92 – v2021.9203

  • Update issue certificate function to better accommodate schools that change the layouts often.
  • Reformat surveys export XLSX file.
  • Prevent users from creating a skills test without a max time.
  • Update “award” options in the Enrollment Status box.
  • Add time and submission method note to the MC test submissions function so that both are listed in the grade notes.
  • Add direct link to My Email help from the enter credentials form.
  • Add points possible to the Grade Grid.
  • Update schedule MC Test for Open Enrollment program to be at course schedule level (previously at course level).
  • Add more aggressive error display on both staff and student login pages when a username / student ID was not found.
  • Bug Fix: preview of certificate not printing background image.
  • Bug Fix: archive of Application Builder online application wasn’t including postface text on form-builder type questions.
  • Bug Fix: Inquiry count by state pie chart in Metrics was losing start date of report range.

09/19/2021 :: v2021.91

  • Add 5 custom grad text fields to system settings and all applicable dynamic content code functions for forms, exports, agreements, etc.
  • Make stock and custom enrollment and graduate fields sortable and stored as user preferences.
  • Add color coding and flagging to graduate fields.
  • New system setting: “allow self registration”. Located in the Student Portal Setting section, allows users to grant / restrict ability to self register in the My Courses section of the Student Portal based on program of enrollment.
  • Add print name setting (in addition to c. codes) to application and registration staff notice emails.
  • Add stock export in Metrics for the active students in reporting period.
  • Add ability to edit transfer records of students enrolled in lockstep programs (entirely at users’ own risk).

09/05/2021 :: v2021.9

  • Add 5 custom date fields and apply to date-range searches and filters throughout the system.
  • Add C.Code 2 as secondary ID to group students.
  • New dynamic content codes for exports, forms, etc.
  • Add another required step to support ticket requests.
  • Add URL and description fields to course settings that appear in….
  • Add two embeddable course schedule layouts (calendar and list-by-month) that click through to URL in course settings.
  • New course type, Open Course Group, that can be used to classify / group courses within open enrollment programs similar to modules / quarters in lockstep programs.
  • Add transaction-level funding source to CSV payments and income excel exports
  • Add simpler way to search by transaction or amount in Payments section.

08/16 – 08/26 2021 :: v2021.801-8052

  • Various tweaks and bug fixes.
  • POLICY CHANGE: Support tickets are automatically archived after 45 days original submission.

08/15/2021 :: v2021.8

  • New module: Application Builder, based on a combination of the custom programmed application and Forms & Agreements drag and drop builder.
  • Update AWS SDK.
  • Add calendar view to open enrollment, direct apply start dates, embeddable in a website (reverts to a list on mobile devices). When the user clicks on a start date it begins the course registration process.
  • Add secondary embeddable “select course” option to the registration module so that when the user clicks the “next” button it redirects to the main Register module. This can save vertical space when embedding, and deal with strong browser privacy settings.
  • New Dynamic Content Codes (DCCS)
  • Make DCCs click-to-insert.
  • Add all custom text fields (enrolled and graduate) as DCCs to the Certificate Builder.
  • Add start date codes for open enrollment, course specific start dates in the Certificate Builder.
  • Add formatting options to the Export Builder (all uppercase, all lowercase, as data is stored).
  • Update Consecutive Absence function to have a secondary look @ course-level (not just program) if student is in an OE program.
  • Add a “power void” option to invoices (not recommended to use, but at least it’ll stop the requests) 😉
  • Add option to void a payment record without touching the invoice(s) to which it was applied (equally not recommended, but done for the same reason).
  • Add agreement / survey name to the notice list when a new staff signature if required.
  • Add “request resubmission” flag to uploaded assignments section.
  • Separate links to open corresponding box if there’s an open signature for Grad vs. Enroll agreement / survey.
  • Various new background settings in preparation for version 2022 (stay tuned).
  • Bug Fix: sign in ours display on student overview would sometimes display twice.
  • Bug Fix: copy grade book wasn’t happy with rolling start type courses.
  • POLICY CHANGE: beginning DECEMBER 2021 the poliSCHOOL service for clients signing up prior to August 15th, 2021 no longer includes custom programming for applications or export files. Custom programming will be offered as a separate add-on available to all service levels. Clients signing up on and August 15th, 2021 immediately fall under this policy.

07/15/2021 – 08/07/2021 :: v2021.341 – v2021.3425

  • Background changes and DB updates to prepare for 2021.8
  • Added more link-to-help functions in support request replies.
  • Big Fix: bulk_email non-individualized emails getting falsely flagged as deleted so weren’t appearing in person’s main contact history list.

07/10/2021 :: v2021.34

  • Add 5 more each to custom enrollment fields and custom text fields – that’s all, kids, no more – if you need more than that, then you need to reevaluate your processes  😉

07/08/2021 :: v2021.3372

  • Implement incredibly annoying alerts if a user’s IMAP credentials are incorrect.

06/28/2021 :: v2021.337/3371

  • Move suffix field to top of primary contact / inquiry box.

06/17/2021 :: v2021.3361/2

  • Expand the system-wide message and login notice functions to give pS Support specific client, open and close times to both types of messages.

06/16/2021 :: v2021.336

  • Change criteria of the activity pie chart in the users’ Dashboard.

06/12/2021 :: v2021.335

  • Change method of downloading backups of e-docs from ASW S3 bucket so that use can download specific months within a type rather than the entire folder for the type.

06/10/2021 :: v2021.3342 / 2021.3343

  • Bug Fix: campus manager level course-based campus query filter could include courses from other campuses when courses were copied, which could affect applicable searches that included / joined course or program criteria.
  • Bug Fix: new application notice button not triggering if person has access to more than one campus.

06/09/2021 :: v2021.3341

  • Bug Fix: string not cleaning in remove email from bulk email list function.

06/09/2021 :: v2021.334

  • Add campus (if applicable) to new application notice email.
  • Add time limit to pS Help, pS Login, and pS System-Wide Message database queries.

06/04/2021 :: v2021.333

  • Bug Fix: flag colors of additional enrollment requirements not correctly updating.

05/25/2021 :: v2021.332

  • Add ability to narrow the graded item list by individual course within a program.
  • Housecleaning of some depreciated code.

05/22/2021 :: v2021.33 / v2021.331

  • Add button to each of the four main e-doc type lists to refresh the list that appears 5 minutes after loading a particular student record (the time when the signed links expire).
  • Add campus ID option to the events registration form.
  • General code house cleaning of the events registration section.
  • Remove labels and use placeholder text for reg form fields.

05/20/2021 :: v2021.323

  • New help videos and links for Tests section.

05/18/2021 :: v2021.322

  • Add average days to complete in Metrics section
  • Add original values to logger if admin user deletes (rather than deactivates) a grade.
  • Bug Fix: creating a PDF on some browsers were getting angry if “z-index” was in the layout.

05/16/2021 :: v2021.32

  • Overhaul of the Future and Active courses list in Admissions and Students / Grads, including adding additional grouping option (by campus).
  • Add more student logger actions in the portal.
  • Add a more aggressive notice on all e-doc records if object is missing.
  • Make the alert of a possible upload failure after e-doc upload more aggressive.
  • Change weighting of both SMS and Email contact types in the Contact Activity pie charge on the Dashboard
  • Bug Check: campus ID number not properly writing when creating a new rolling start course in multi-campus mode.

05/13/2021 :: v2021.3131

  • Bug Fix: bad file on 2021.313 update caused desk drawer to not display…. oops.

05/13/2021 :: v2021.313

  • Expand the bulk text message reply optional flag to a broader search and time window (21-days).
  • Tweak staff and support ticket memo UI and loading method / rules.
  • Bug Fix: Percentage of Completion update form(s) not posting correctly when in multi-campus mode.

05/12/2021 :: v2021.312

  • Add option (user preference and session overrides) to group start dates and active courses/cohorts by campus in the quick link lists in Admissions and Students / Grads.
  • Bug Fix: 300 minute restriction on max test time wasn’t parsing correctly.

05/11/2021 :: v2021.311

  • Add start and end dates inside the collapsable status list for courses and cohorts in Students / Grads active courses list.
  • Pricing policy update.

05/10/2021 :: v2021.31

  • Update Twilio functions to use updated Twilio SDK
  • Add course credit override option to the course grade override record.
  • Add more options for CPA on metrics activity overview.
  • Add verification of person’s name to whom an application is being moved prior to being able to move it.
  • Add more options to Gender menu.
  • Update depreciated code in MPDF

05/08/2021 :: v2021.307

  • Update Twilio SDK

05/06/2021 :: v2021.306

  • Move overdue invoice automatic late fee function to 8:00pm local time.

05/2 & 3/2021 :: v2021.301-305

  • Quick bug fix patches from the 2021.3 update.

05/01/2021 :: v2021.3

  • New Module: Export Templates. Integrates with DCCs, users can create their own XLSX export file templates that then appear as export options throughout the system.
  • Add “requires resubmission” notification flag to grades. Displays in the School-wide Overview for staff as well as for the student when viewing their grades in the student portal.
  • 15 (or so) new dynamic content codes.
  • Add partial refund / payment void information to print payment receipt (if applicable).
  • Add system setting to remove 2000 maximum person per batch export if system is hosted on its own VPS or dedicated server.
  • Update Help search query to better rank results
  • Add function to display the image, if the file attached to a memo is an image (previously could only download).
  • Remove ability to enter a “pure” audit of an open enrollment course: if using the “special dates” course registration function, the registration record still must be linked to a specific Group ID (course start date).
  • Add option to enter a course grade override as a 0-100 value.
  • Bug Fix: another hidden user level conflict if user level was admin, but “grade book” was added as additional access.
  • Bug Fix: print PDF for Contacts was throwing an error.

04/24/2021 :: v2021.2104

  • Bug Fix: If multi-campus mode is active and the user has access to only one campus, the Campus / Code search type search results had a JS error so the modal waiting overlay wasn’t disappearing.

04/19/2021 :: v2021.2103 

  • Add more details to email if Stripe webhook fails
  • Bug Fix: if user removed from all but one campus after having access to multiple, it could cause a user search by campus error.
  • Bug Fix: moving contact history from one record to another was alerting result (still in debug mode)

04/12/2021 :: v2021.2101 / v2021.2012

  • Updates to the support memo notice send to pS Support.
  • Additional patch to expand query in the Load Form function to compensate for questions that were deleted before the form was complete.

04/11/2021 :: v2021.21

  • Add a supplemental, automated update function that runs twice an hour to be used for small patch updates that don’t require purging the CDN.
  • Bug Fix: missing delete flag check on student ID photo query.
  • Bug Fix: missing grade name in master grade reference records management view after lockstep cohort search.

04/08/2021 :: v2021.202

  • Bug Fix: writing class of sponsored employer field wasn’t cleaning correctly.
  • Bug Fix: if a Form had been completed for a person, then a question in that form was deleted, then it would offset the row count so a post-form-complete update would offset the entires. Removed ability to delete a Form question and added a secondary check on the load form function.

04/06/2021 :: v2021.201

  • Bug Fix: Last Day Attended function returning the initial “first date” date in the database date format piece of the return if student had no attendance on file.
  • Bug Fix: The “just the steps” piece returned from the LearnDash course steps completed function wasn’t resetting when inside a loop.

04/04/2021 :: v2021.2

  • Overhaul of the Surveys, Agreements, Forms & Checklists section. All q-types are collapsable for easier drag and drop, more in-line editing, and added labels for easier identification in the form builder.
  • New dynamic short codes for attendance, graduation requirements, invoice lists and more!
  • Add omni-present help tab and new function of pS Support to send help links in support tickets to users that trigger loading applicable help FAQs in the help tab.
  • Add two new cheat checks to the online MC tests: an idle timer, and window blur check. Violating either without automatically logs out the student and adds the reason to their student logger.
  • Added a pulsating alert in the Admissions List overview if a student’s campus doesn’t match the campus of the program or cohort to which they are assigned.
  • Ease the rules about crossing from admin / staff sections to student resulting in a forced log out.
  • Added a function to give more flexibility to changing the hours override setting on an attendance sheet.
  • Extend the end year of the A/R report date range.
  • Force students to reset their password if it was last changed by a staff member.
  • Add JS datepicker to the create new OE start date form (just for you Texas) 🙂
  • Get one step closer to making “multiple custom applications” a standard feature by adding a few more preview, print, and link generation links in Admissions. Thanks to the beta testers!
  • Add the “application_start_message” to the initial user check step (in addition to the main application landing page)
  • Bug Fix: not quite enough room in the “Manual subtraction” number field on large attendance sheets so accidental 3-digit entires could go unnoticed.
  • Bug Fix: “Legacy Shadows” css theme, was, well, totally broken. It was amazing. Cheers to the guy in Florida who still uses it and let us know 🙂
  • Bug Fix: Bigger and Smaller buttons on the Certificate Designer floating window weren’t working.
  • Bug Fix: Date difference calculation became unhappy on the copy attendance sheets function.
  • Bug Fix: Docs & Emails templates, creating one from scratch, auto-save could create a duplicate layout.
  • Bug Fix: enrollment status box wasn’t showing custom_text_field_5.

03/10/2021 :: v2021.105

  • Bug Fix: form field type “short text” was being omitted in the started -> completed vs. incomplete form status check.
  • Bug Fix: header flag for newly-uploaded e-doc by student wasn’t being triggered.

03/06/2021 :: v2021.104

  • Bug Fix: Forms and Checklists block decided to start listing completed Agreements from the student portal. Go figure.
  • Bug Fix: Student ID and Enrollment Date flags were displaying – when they shouldn’t have – in the Admissions List when Enrolled status, future start dates was selected.

03/04/2021 :: v2021.103

  • Add course breakdown raw hours to various stock exports and layouts.
  • Tweak the GUI of student attendance layout.
  • Bug Fix: partial refund transaction was applying incorrectly to the running balance on the student account ledger PDF
  • Bug Fix: assign individual payment to an open enrollment course wasn’t working.

03/03/2021 :: v2021.102

  • Move templates delete confirm function to a delete flag rather than true delete. Updated all template loading functions accordingly.
  • Bug Fix: program enrollment swap menu wasn’t happy outside of Students / Grads or Search sections.

03/02/2021 :: v2021.101

  • Tweak layout of cohort list in Search section Code / Campus menu.

02/26/2021 :: v2021.1

  • Added option to custom exports in Search section to limit access to specific files to admin only.
  • Added time stamp to comment of new inquiry
  • Added the small “enter application” date form to the Home / New Inquiry layout.
  • Bug Fix: Duplicate course code check when creating a new course wasn’t alerting.
  • Bug Fix: few locations in Payments were including a refund calculation record even if it was marked as deleted.
  • Bug Fix: the “new edoc” alert notice was being triggered by deleted e-docs

02/23/2021 :: v2021.0.1

  • Various squashing of bugs from the 2021 release with a little help from our friends:
    • Total overdue amount in staff view of student account (bottom total only) was comically incorrect. (Thanks Cheryl!)
    • Issues with dual enrollments: after creating a new program enrollment record not refreshing and/or losing the ID of the new record so pulling a blank file. (Thanks Ken!)
    • Dates on the task calendar using the Paper color theme were same color as the bounding box. (Thanks Paul!)
    • pS navigation short cuts weren’t disabling in the Docs & Emails editor code view. (Thanks Ashley!)

02/21/2021 :: v2021

  • New Feature: Cohort Folders. Shared e-doc folders that “follow” cohort codes and course groups through the enrollment and student lifecycle. Includes custom privacy settings by document, notes, and archiving.
  • New Feature: Cohort/course and school-wide messages / announcements in the student portal.
  • New Feature: SMS message templates that use all poliSCHOOL dynamic content codes
  • New Feature: User preference to custom color code all enrollment fields.
  • New Feature: Flag individual student enrollment fields for all staff users.
  • Add automatic email checks to the My Email function with new unread email icon.
  • Add ability to move notes and contact history to different person records.
  • Add ability to link records as linked program enrollments after-the-fact.
  • Add all second statuses as available triggers for activating Surveys & Agreements in the student portal.
  • Add “Notes as Doc” function to all e-doc forms that treats the notes of an enrollment doc as the file.
  • Add alternate address field to default person record.
  • Add optional CAPTCHA to small embeddable inquiry forms.
  • Add keyboard shortcuts to navigate student records.
  • Add ability to selectively-remove individuals from bulk email list after the list has been loaded into the Bulk Email editor.
  • Add ability for manager-level users to view and un-delete deleted notes and contact history records.
  • New triggers for drip email campaigns: # of days until cohort / course end date, and # of days since graduation / completion date of a program or course.
  • Add option to define yes/no grant immediate access to rolling start online courses upon completion of payment.
  • Add “My Name” user setting that overrides the default fist name last name insertion on templates for the MY_NAME dynamic content code.
  • Add dark background interface option.
  • Make User Dashboard panels draggable.
  • Overhaul of the entire Payments section including highlighting linked transactions, better visual cues, and collapsable transaction blocks.
  • Add ability to move invoices and payments to other student IDs (within reason) 😉
  • Add ability to bulk void all open invoices on an account.
  • Add ability to void a refund calculation record.
  • Add ability to override the calculated tuition liability when creating withdrawal refund record.
  • Add ability to zero an overpayment resolution.
  • Add ability to change a payment date after being entered.
  • Add “freewheel payment” option to enter a payment to a student account without having to apply it to an invoice.
  • Add even more course / cohort breakdowns to the Payments A/R view and various xlsx and csv exports.
  • The invoice and payments “Megasheets!” now follow the AR report course and program filters.
  • Update all Payments section forms to use a JS date picker.
  • Add ability to have multiple custom online applications by means of sending custom links to anyone who would need to use a different version of the application. Requires some creative use of brackets in the custom application system setting, but is the foundation to expand on the idea in a later version.
  • Add ability for students in open enrollment courses, to have zero day access to course-specific files within a 4-week window prior to course start.
  • New behavior for student payments in the student portal that restricts the invoices they can select to pay based on the date of the invoices (i.e. pS only displays “the next in line”, then when that is checked, the next, so on and so forth). Point being, to prevent students from paying invoices out of order because they’re feeling cheeky.
  • Update Surveys & Agreements function to encrypt all surveys answers, regardless of type.
  • Add grade weight percentages to the My Grades overview in the student portal.
  • Updated attendance sheet forms to use a JS date picker.
  • Update the events registration embeddable form to display the inquiry email address and “get on the wait list” if an event is closed before the date of the event.
  • Add the list of images uploaded into the system in the Docs & Emails section to the image selector in the Surveys & Agreements section (resulting in a shared image set).
  • Add a notification email to the payments error email if a dispute is created.
  • Extend expiration time of signed links for videos that are hosted on AS3 and embedded in the pS student portal.
  • Update Project Description forms and links to use signed / expiring links.
  • Removed the Export as Word Doc function (sorry Bill).
  • Bug Fix: jQuery conflict resulting in the Stickie Notes in a user’s Desk Drawer not being draggable.
  • Bug Fix: student ledger export wasn’t showing all overpayment resolutions if there was more than one for a single payment.
  • Bug Fix: the search for a matching record when loading an email in “My Email” was including deleted records.
  • Bug Fix: large-width logos were askew on mobile versions of the staff login page.
  • Bug Fix: the individual / lab hours were off if calculating for an individual open enrollment course with “float lab hours” set to yes.
  • Bug Fix: color selector wasn’t happy when creating a new lockstep cohort.
  • Bug Fix: if someone paid an invoice for an online course in the student portal, the “Access Online Courses” button on the home page wasn’t immediately displaying.
  • Update Help files.
  • Updated TOS.

View poliSCHOOL Release Notes Archive (7.0 – 8.513)