12/01/2020 :: v8.513
- Bug Fix: if pre-selected campus ID was used in the URL to embed small versions of the inquiry forms, AND the pre-selected campus was ID 1, AND the user never changed the corresponding course selection menu, then the highest-numbered campus program menu wasn’t disabling therefore resulting in a campus to course mismatch (phew).
11/21/2020 :: v8.512
- Update all stock small inquiry forms to dynamically load programs based on selected campus.
- Added “campus_ID” as URL variable embedded inquiry forms will accept which will pre-select campus and load applicable programs.
- Bug Fix: Typo in automated email sent during the online application process.
- Bug Fix: Update Bookable Item form wasn’t posting the advanced booking days value.
11/16/2020 :: v8.5112
- Bug Fix: individual / externship hours not being written when creating a new lockstep course within lockstep program.
11/11/2020 :: v8.5111
- Bug Fix: “Access Online Courses” button wasn’t appearing on the home page in the Student Portal for LearnDash-registered students.
- Tweak text field layout on the login and user steps of the online application.
- Tweak layout of the My Info form in the Student Portal.
11/07/2020 :: v8.511
- Remove cumulative percentages for grades and attendance in the student portal (discrete grades and hours untouched)
- Add course credits in student portal when student has a course selected in My Grades section.
- Update first step of embedded registration to consider order in program setting for rolling start course display (as it already is for courses with set start dates).
- Clean some code in the overlay forms for creating / editing transfer records and class registrations.
- Restrict the file size allowed when staff user uploads their signature.
- Add “Total Outstanding” column to the Overdue Invoices list in Payments.
- Add a list view layout option when printing monthly calendar of Weekly Schedules.
- Update OE course grade calculation function to return “N/A” rather than 0 if no grades are yet entered for a student in the particular course (it now totally ignores if GRRs exist or not).
- Bug Fix: after 8.51 update when sending a bulk email, the “load email template” function was throwing an error.
- Bug Fix: re-naming issue when uploading a new image via the edit question form, multiple-choice question, in the Tests section.
11/01/2020 :: v8.51
- Implement CloudFront CDN for static files (core system only; doesn’t include custom layouts, custom modules, etc.)
- Add ability for MC Tests to be scheduled for longer than a one day.
- Open ability to edit most options on a schedule MC test after it’s already begun.
- Initial default passwords for applicants upgraded to be longer, random strings when automatically assigned by pS.
- Content of the “New Memo” field is stored in users’ sessions prior to sending the memo, so if the Desk Drawer is closed and the user goes to a new section, the unfinished memo will still be there to amend / send.
- Add course code to automatically-generated late fee and credit card processing fee invoices.
- Added cohort code to staff-side invoices and payment receipts.
- Add name of card to the Stripe Ledger declined transactions list.
- Improved clarity of the various digital signature field options on Forms & Agreements.
- Added CSV export of the overdue invoices list (follows the filters set prior to creating the export)
- Add ability to change the credit field for course schedules (previously they inherited the parent course group setting).
- Changed encryption method on applications and memos.
- Handful of design tweaks and additional code minimizing.
10/17/2020 :: v8.506
- New System Settings: custom graduate field (5). Function the same way as custom enrollment fields, but appear inside the Graduate Status Box for any records of Graduated or Completed status. Staff users can filter / create lists based on the custom graduate fields in the Students / Grads section.
- New System Setting: lms_post_grad. If yes, the “access online courses” button that appears for students of Enrolled status who are in LearnDash courses will also appear for Graduated and Completed status records (i.e. they can access the LearnDash site from the student portal post-graduation. This setting does *not* affect course permissions in your LearnDash system.
- Update settings requirement and login method for the My Email section.
- New prioritized user support call routing system using a unique “pS Pin Number” that’s listed in the Help section.
10/09/2020 :: v8.505
- Tweak My Email outgoing mail to deal with Google.
- Clean some code in the grades cumulative calculation functions.
- Remove highlight of searched terms in Help section.
- Bug Fix: Surveys section incorrect access permissions in student portal if Tests module was turned off.
10/07/2020 :: v8.504
- Bug Fix: locsktep by course type programs, when entering a grade via the Grade Grid for a cohort, the class code rather than cohort code would write to the grade record (could result in a false negative that no grades have been entered yet)
10/05/2020 :: v8.503
- Added not to payment record if payment was made during the online application process.
- Bug Fix: if record was in Applied status + a second status, the Main status drop down inside the Enrollment Status box wouldn’t display status correctly.
10/03/2020 :: v8.502
- Tweak layout of printing complete forms
- Add hours-per-day override to update form of open enrollment course schedules.
- Add dynamic text function to staff-side forms.
- Change incomplete flag to include signatures if a staff-side form includes a signature.
- Bug Fix: signature pad JS on staff-side form functions was, well, freaking out a bit, which could cause forms to unreliably update.
09/27/2020 :: v8.501
- Dynamically change the start date of rolling start type courses registrations based on the payment date of the applicable “access” invoice.
- Add URL variable to allow display of non-public, direct apply, open enrollment courses in the embedded register module, select course process.
- New setting: custom second status.
- Update RoundCube.
- Continue migrating open enrollment course display order in various menus to give priority to “order in program” setting.
- Add notification email for first 2 duplicate inquiry submissions (just in case).
- Bug Fix: open enrollment course information in Metrics -> Show List Details wasn’t printing correctly.
- Bug Fix: the admin button was not displaying for users who had been granted Grade Book added access.
09/12/2020 :: v8.5
- New Module: Open Tests. Allows creation and scheduling multiple-choice tests that exist outside the bounds of normal “studentity”. (i.e. people can take tests without being enrolled in any program, as long as they are in the system with a valid email address)
- New Feature: Ongoing Skills Tests (so a skills test behaves like an old-school rubric for long-term assessments of skills throughout a program or course.
- New Feature: Forms & Checklists can be triggered to become active based on the number of weeks after a start date or before the end date of the program in which a student is enrolled.
- Add Projected End Date field (for the above to use as the date to use for the “end of program” reference.
- New Feature: Staff can enter a payment without already having an invoice (sort of: the function creates an invoice of the same amount as the payment as part of the same process).
- New Feature: Surveys and Agreements have the option to be submitting multiple times.
- New Feature: Images and files uploaded into the Docs & Emails section as common images / files links automatically populate the insert image and insert link dialog boxes (drop down menus).
- Move Review Test: Yes/No option to test-level, rather than system-wide. (The review_test system setting is no longer active.)
- Add “Pending” and “N/A” as checklist options.
- Improved interface when cropping and rotating a student ID photo.
- Add ability to schedule a survey or agreement to an entire open enrollment program (previously only available by course).
- Allow weight ratio as low as 0.05 for graded items.
- Move “Topics In Course” course setting to cohort level (lockstep programs), giving more flexibility for cohorts to… stray… from the main program settings.
- Add “Grade Book” to the list of individual sections to which users can be granted access (Admin -> User Admin -> Additional Access).
- Only manager-level users can delete grade records.
- Add option to the Bulk Register function to omit previously registered (and non-voided) courses.
- Increase time that staff logger retains: 24 weeks.
- Update staff reset password layout and link encryption.
- Tweaks to New Course form in admin.
- Add link for admin users to download MP4s that have been embedded.
- Add ability to change / enter individual course if a grade is assigned to a student enrolled in a type two course (lockstep by course or open enrollment) but the grade doesn’t have a course assigned.
- Swap columns on MC Tests and Skills Tests layouts to better accommodate small screens
- Updated various locations where open enrollment courses display in lists to first follow the “order in program” setting.
- Update attendance books grouping and order (by program first, then order in program, then date).
- Changed admin and student iframe login forms to break out of frame upon initial submit (gave up on Safari prohibiting setting sessions).
- Bug Fix: if in Admissions or Students / Grads and user sent a bulk SMS, then immediately sends another bulk SMS without any out-of-section browsing, then the confirmation button would not appear.
- Bug Fix: partial refund negative invoices were being omitted from the global (non-linear) method of calculating total owed).
- Bug Fix: end date not passing correctly to the Web Traffic panel of the Metrics report.
- Bug Fix: “Please Wait” overlay not always displaying when submitting a form in the Payments section.
- Bug Fix: PDF list of status / referral source lists printed via the Metrics reports section was throwing an error.
- Updated Help files.
- Updated Terms of Service
09/02/2020 :: v8.491
- Bug Fix: grades entered using the mobile module grade grid, if the course type grade calculation setting was lockstep by course… phew… the class_parent ID was writing incorrectly.
08/15/2020 :: v8.49
- Add green highlight to Grades section button if there is an uploaded assignment that hasn’t been marked as “Done”
- Add ability for admin-level users to add and remove staff from tasks and projects.
- Add ability for staff users to upload their own employment records.
- Add full change history to staff file.
- Add quarter / semester setting for open enrollment registration records.
- Include adding task file to task history in the Projects view.
- Update staff login page to display the same background images that display in the student portal under the login form.
- Add custom GPA and custom letter grade calculation options.
- Add invoice and payment categories (admin fees, materials fees, and tuition fees) to the “Megasheet!” Excel exports in Payments A/R section.
- Changed “Megasheet!” export rules so that it also follows whichever individual campus might be selected (if applicable).
- Bug Fix: if student photo was originally uploaded into a different category, then switched to the student photo category, it would result in a broken link in the Students / Grads view.
- Remove the ability to switch from any other category to the student photo category.
- Bug Fix: rolling start courses weren’t always displaying as an option when uploading student resource files for the student portal.
- Bug Fix: Dashboard link for “Hot Leads” wasn’t overriding the saved session-based values stored in the web browser.
- Bug Fix: exporting an Excel file after performing a “special search” in the Search section would result in an unhappy file.
07/30/2020 :: v8.486
- Add student address in header of stock layouts of receipts, invoices, master invoices.
07/25/2020 :: v8.485
- Make new memo notice on desk drawer tab more aggressive.
- Add list of images and files to the Docs & Emails insert function of the WYSIWYG editor.
- Prevent Drip Campaign Emails category from appearing in letters and emails load template function.
- Big Fix: autosave Docs & Emails could create multiple new templates if “lingering” with a new memo for more than 12 minutes without the user hitting save.
06/24/2020 :: v8.484
- Add modules 9 and 10 to course settings and all applicable functions (congrats to our first 5-year program-length school)
- Add display of initial inquiry comment in a person’s notes section.
- Add two month-by-month, student-by-student, cohort-by-cohort, and funding source-by-funding source Excel exports in the AR section for both payments and projected income. Exports are nicknamed “Megasheet” … they’re brutal.
- Increase time staff logger is saved to 16 weeks.
- Change the quick links and behavior of the combination of status and course in the Students / Grads menu to help identify any oddities with open enrollment registrations.
- Add more print-friendly layout of student MC test results.
- Bug Fix: if an enrolled student, pS would override do_not_text status. Now do_not_text overrides all.
- Bug Fix: “available in portal” checkbox wasn’t always sending when uploading a new e-doc.
06/18/2020 :: v8.483
- Update database to prepare for 10-semester programs.
- Add reference date corresponding to meta status update on open enrollment registration records to facilitate automated processes (alerts, emails, etc.)
06/17/2020 :: v8.482
- Update pS Forms Connect WordPress plugin.
- Bug Fix: possible overlap of open enrollment course drip campaign emails when in different programs.
06/16/2020 :: v8.481
- Change student upload assignment and upload e-doc forms to direct post if student portal is on AWS S3
- Bug Fix: debugging check was lingering in JS close overlay function.
06/12/2020 :: v8.48
- Add the option to narrow email drip campaigns to specific courses for applied and enrolled status (previous targeting was either by campus or program.
- Update various modal overlays to (hopefully) resolve issue of forms becoming non-clickable.
- Add note to students while taking tests not to open multiple windows, along with additional check to ensure they don’t manage to create multiple test timers at once.
- Update all grade report layouts (minor changes)
- Bug Fix: grade report type 2 (OE programs and lockstep by course) wasn’t clearing the percentage grade if the successive was a pass/fail grade (therefore the pass / fail indicator was correct, but the noted percentage grade was not).
06/05/2020 :: v8.47
- Redesign the stock online application to a fully responsive design.
- Add new function to give a static notice, list, and bulk email option for records who began the online application (step one, contact information and being sent the password), but did not complete it.
- Remove the 90-day restriction to refund Stripe credit card charges.
- Group the list of unapproved, uploaded e-docs by person in the new e-doc notice menu.
- Add more formatting checks when adding a video to student portal resources section.
- Add week number offset week number to the list of an individual student’s course registration list.
- Bug Fix: conflict between week number offset and alternate course code on open enrollment group start dates.
- Bug Fix: loop of open enrollment courses in Students / Grads was breaking after 8.46
05/27/2020 :: v8.461
- Add option to remove quiz results from LearnDash.
05/26/2020 :: v8.46
- New function: copy grade book. This… well… it copies an entire grade book from one lockstep program to another, or one open enrollment course to another, with the option of including or omitting MC test questions.
- New course setting / function: weeks offset. This allows staff users to dynamically adjust the calculated week number of lockstep cohorts and open enrollment courses; tweaking the curriculum week number as needed. It affects the booking system (when bookable items become available based on curriculum week) and student resources section of the student portal (when files, links, and videos are become available to students based on the curriculum week number).
- Add the curriculum week number to the active courses list in Students / Grads — which is also where the week number offset is edited — and make it more prominent in the student portal student resources section for easier reference.
- New setting: application_start_message. Display a custom message at the top of the first page of the online application.
- Update the embedded registration module to have a better backup when a web browser has block third-party cookies turned on.
- Update LearnDash Quiz List to group the results by quiz name (to more easily identify retakes), and color code passed vs. failed attempts.
- Write merchant fees to the database at the time of transaction, and accordingly remove Stripe API call in reports (dramatically speeds up export files process).
- Add refunds total to the top of the Payments column in the AR Overview to more easily gauge cashflow.
- Bug Fix: Updating scheduled survey would lose the course or status assignment.
- Bug Fix: Sending a one-to-one text message was not triggering the action to take ownership of the lead when “owned_if_contacted” was set to “yes”.
05/17/2020 :: v8.45
- Add two new fields to the Surveys & Agreements form builder: initials and staff signature. Staff signature field triggers a new process to alert for admin users that a staff signature is required after the student submits theirs in the student portal. New layout created for staff to sign the e-doc, and updated the print layout.
- Add option to “schedule” an agreement or survey for a single student.
- Update poliSCHOOL LearnDash Connect plugin; adds auto-login from the student portal into the LearnDash site.
- New WordPress plugin: poliSCHOOL Forms Connect. Takes post data from common WordPress email contact forms and inserts as a new inquiry in poliSCHOOL.
- Increase the Staff Weekly Scheduler print month view selection menu to advance 1 year.
- Remove search phrase highlighting from the help section.
- Bug Fix: time wasn’t being converted to local in the replies to bulk SMS message list.
- Updated Help files.
04/11/2020 :: v8.4205
- Add modules 7 and 8 to the grade management area of the admin section.
- Bug Fix: key to download linked from from AS3 wasn’t using the correct person ID reference if a record had more than 2 program enrollments.
04/08/2020 :: v8.4204
- Get even more aggressive with duplicate inquiries (thank you “James Smith” bot) to give a hard 404 if more than 3 inquiries in a 7-day period.
- Bug Fix: mutli-campus setup, lockstep programs, if the parent program was selected as a filter in the Admissions list, it wouldn’t apply correctly to the list.
04/06/2020 :: v8.4203
- Add ip address and file reference to duplicate inquiry note.
- Bug Fix: JS issue sizing grades div in the school-wide overview if the school is not using LearnDash
04/05/2020 :: v8.4202
- Display automatically-added campus code to the code field when creating a new course or program.
- Update add_new_campus function to copy custom_application setting of campus ID 1
- Bug Fix: somewhere along the way the long inquiry forms list the viewport meta tag.
- Bug fix: if a student updated their password in LearnDash -> My Profile, it wasn’t sync’ing with the pS student portal password.
- Bug Fix: “VA Doc” category missing from the update enrollment doc form.
04/04/2020 :: v8.4201
- Added “dormant state” notice and login block to the staff login page.
04/03/2020 :: v8.42
- Update poliSCHOOL LearnDash Connect WordPress plugin to pull more quiz data into poliSCHOOL.
- Add LearnDash cumulative quiz points and percentage to school-wide overview in the Grades section.
- Add LearnDash quiz results list to individual student overview.
- Add “Copy Grade” button to copy quiz results in LearnDash to grades in poliSCHOOL.
- Relabel the LD / pS Connect boxes based on section & information shown.
- Add auto-save every 60 seconds to the Docs & Emails template editor.
- Add the percentage score next to P or F on pass / fail graded items in the student grades overview list.
- Add program to the online application list overview.
- Add comprehensive change history log to staff information (preparing to allow staff to manage more of their own information).
- Increase possible module count of lockstep programs and cohorts from 6 to 8.
- Lighten the color of grey stickie notes to make highlighting text easier.
- In the Admissions list -> Future Courses: group rolling start courses by program, list the program, then indent the courses to help visually manage the future courses list if a school has a lot that are rolling start structure.
- Bug fix (possibly): If an online test was scheduled to start at midnight, on some web browsers the countdown timer would be unhappy and speed up time.
04/22/2020 :: v8.413
- Add average, maximum, and minimum days from inquiry to enroll dates in the Metrics section.
- Bug Fix: if posting inquiries with third-party form AND poliSCHOOL is not sending the auto-reply email, AND the MailChimp API is active, then the email check could result in a false negative and therefore not call the function to add it to the MailChimp list.
- Bug Fix: report content would throw an error after 8.412 update if the report is generated selecting programs.
04/21/2020 :: v8.412
- Add “show/hide timer” option to online multiple-choice tests.
- Merge enrollment records for students with multiple enrollments.
- Extend the columns that are searched with General search type in the Search section.
- Update the AR overview in Payments to show totals at the top as well as the bottom.
- Add credits amount to the payments column (listed separately) in the AR overview.
- Bug Fix: lockstep programs with start date on a Saturday couldn’t see files in the student portal that were set for week 1.
- Bug Fix: in the extraordinarily rare event that an invoice was voided twice, the main account ledger export would count both reversals in the running balance.
- Bug Fix: if a student either completed or queued all questions during an MC test, then left the test, the system wouldn’t let them back in to submit it. Changed the rules to let them do so.
04/14/2020 :: v8.411
- Begin “enhancing” the staff logger to give admin users more information at a glance.
- Add “School Documents” as a category in Course Materials section.
04/11/2020 :: v8.41
- Add more field options to the third-party post inquiry file.
- Update poliARC account information on login pages.
- Bug Fix: PAGE_BREAK wasn’t working when printing a blank version of a tempalte document.
04/10/2020 :: v8.409
- Add custom text fields 4 and 5 to Dynamic Content Codes
04/06/2020 :: v8.408
- Add link to display current active question list while creating new MC question.
04/05/2020 :: v8.407
- Change error message if test not selected in a new test question to a pop up rather than text.
04/03/2020 :: v8.406
- Bug Fix: if open enrollment program with only regular start dates, the enter new course registration form would only show the direct apply and invoice option.
04/02/2020 :: v8.405
- Add section option to online application.
- Add red background to un-acknowledged incoming SMS messages in the Admissions list and Contact History overview bar.
- Add edit of question number in the primary edit MC test question form.
- Add notice of most recent test question number entered when the create new test question form refreshes.
- Bug Fix: encoding issue on outgoing SMS message addition to contact history.
04/01/2020 :: v8.404
- Allow a broader search criteria for rolling start dates in Admissions.
- Add a secondary projected start and projected course menu that displays only when a school has only rolling start courses w/o any explicit open enrollment start dates.
- Add “float lab hours” setting to rolling start course types (so that hours entered = hours offered)
- Bug of Omission: newer user levels (program coordinator and representative + admin) we missing from some of the privacy settings menus.
03/31/2020 :: v8.403
- Bug Fix: “old school” header menu button layout wasn’t displaying the “New E-Doc” flag.
03/26/2020 :: v8.402
- Bug Fix: when an email template was loaded the Type menu wasn’t updating accordingly.
03/24/2020 :: v8.401
- Bug Fix: the staff-wide contact activity pie charge wasn’t displaying after 8.4 update.
03/19-22/2020 :: v8.4
- Add email drip campaigns. Emails are created in the Docs & Emails section and campaigns scheduled in the Task Series Manager.
- Move all contact history out of the meta table and into its own table in the database. Update all files related to contact history accordingly.
- Bug Fix: Project Guides & Descriptions uploaded to the student portal when set to all courses weren’t displaying for short open enrollment courses.
03/17/2020 :: v8.363
- Add do not email checkbox and add as a secondary filter for bulk mail lists.
- Hide inactive lockstep classes in new attendance sheet forms.
- Update database to prep for 8.4 changes.
- Bug Fix: contact history pagination was incorrectly offsetting when more than one-page worth (8) entries in a single day.
03/16/2020 :: v8.362
- Bug Fix: timing issue in My Email would sometimes prevent the person’s record information displaying when viewing or composing an email.
03/05/2020 :: v8.361
- Update Task Series so a specific user can be assigned that will override the lead ownership setting.
- Added a larger not on invoices of any of the applied payments is a credit.
- Added Invoiced Excel export as a standard export option in the A/R section of Payments.
- Updated all general person-related fields to have dynamic IDs to help prevent accidental auto-fill by web browsers.
- Updated up a few places GMDT wasn’t being written to contact history and notes.
- Add a couple more statuses to the Employment Status menu in Students / Grads.
- Bug Fix: hover information box on the Task Calendar wouldn’t occasional not display depending on the length of all combined names when task assigned to more than one person.
- Bug Fix: New Program Enrollment form wasn’t happy.
- Bug Fix: “staff complete application” function not loading correct application form for multi-campus setups that use different applications.
- Updated Terms of Service and added link to TOS from staff and student login pages.
02/27/2020 :: v8.36
- New function to add unlimited file attachments to tasks.
- Bug Fix: creating a task from the task calendar view, if a person record is not selected and user unchecks the “this is a task for staff” then the alert wasn’t triggering to identify the error and therefore the task wasn’t being created. Function updated to default to a staff task.
- Bug Fix: multi-campus setups, if additional campuses did not have the “custom_application” field completed, it would default to the stock application rather than the default campus custom application.
- Bug Fix: SMS sent dates / times weren’t displaying correctly – and typo-fix.. thanks Las Vegas 😉
02/24/2020 :: v8.351
- Add more allowable contact fields for students to update in the My Info section of the student portal, and archive current values before updating active.
- Bug Fix: lockstep programs in Starts comparison chart not calculating.
02/21/2020 :: v8.35
- Add Dynamic Content Codes to the Surveys, Forms & Agreements module.
- Add a staff-side online application.
- Add upload progress bar to new task forms.
- Add reminder to download database backups on the first of every month on the admin login page.
- Change the weight ratio menu to manual entry (formally drop down menu) so users can define any point value they want.
- Bug Fix: new program enrollment function was missing copying two custom text fields.
- Bug Fix: 8.332 update to the application date… created another bug… so patched that.
02/19/2020 :: v8.332
- Update task file attachment function to post directly to S3 with ajax (update CORS policy on all S3 buckets accordingly)
- Bug Fix: Creating new open enrollment course schedule was throwing an error.
- Bug Fix: Stall when manually entering application date.
02/16/2020 :: v8.331
- Reconstruct how enrollment, internship, graduate, and employment record e-docs get transferred to AWS S3 for archiving to better accommodate larger uploads that were timing out.
- Limit the single file upload size to 20MB per attachment for all e-doc types.
02/15/2020 :: v8.33
- New function: copy attendance book. Copies selected attendance sheets from one cohort or course into another of the same program.
- Add user preference to get a flag notice of a reply to bulk text message.
- Add user preference to get an email notice of a new memo.
- New function: click-to-copy completed lessons in LearnDash to individual attendance hours in poliSCHOOL. Can use for any courses that fall outside the automatic nightly attendance entires.
- New attendance calculation course setting: float individual hours. If on, this totally overrides both the weekly and module-based methods that poliSCHOOL calculates the number of individual / externship hours offered so that whatever is entered is what is offered. Helpful for schools that have clinical and externship hours on non-standard schedules.
- Add more income numbers to the Dashboard overview, month-to-date daily income charge, increase the monthly income chart to 12-months, and move invoices A/R numbers to a separate panel.
- Add upload body content images to Docs & Emails (a repository for images you want beyond the header images in your emails).
- Add school logo to the online application auto-reply emails.
- Add year / previous year enrollment numbers comparison charts stacked by program to Metrics section.
- Add do not text (DNT) checkbox to mobile phone number. When checked, it prevents that number from being included in a bulk text message.
- Include applied status in the student search form results in Payments section.
- Add student name to the Income Excel export.
- Update “missing enrollment requirements” function and menus to default to flagged if empty (rather than N/A or N/E)
- Truncate SSN on student 1098T forms.
- Bug Fix: personal mobile phone field for user not always updating when changed.
- Bug Fix: Forms for student weren’t always getting triggered based on current status if the parent program ID was somehow missing from the record (it’s a long story).
- Bug Fix: print version of a student survey wasn’t displaying the preface text if it was the only field for that particular question (i.e. a long signature field)
01/17/2020 :: v8.321
- Add more information to the Invoices & Payments Dashboard panel.
- Add login page notice if someone gets kicked out due to visiting the student portal while logged in as a staff user.
- Bug Fix: online application if person triggered new program enrollment, issue creating encrypted field.
- Bug Fix: Date Picker on schedule new task for person wasn’t updating the field.
- Bug Fix: Graded Item detail in master grade book wasn’t correctly loading graded item details.
- Bug Fix: attached file download link not showing if viewing task in the Projects view.
01/12/2020 :: v8.32
- New function for Grades and Attendance: automatic “in the pinks” emails sent once every week to staff. The email contains a list of all active students who are within 5% and below the “minimum passing” settings. Activated by completing the applicable settings in each section: the day of the week you want the email notice sent, and a comma-separated list of email address to whom it should be sent.
- Bulk email button added to both Grades and Attendance school wide overview lists so that it’s much faster to generate a list of students based on their grade and attendance standings and send a notice email.
- Add new options to the Partial Refund function: remove payment amount from invoice, and record refund, but don’t touch invoices. Combined with the original action, remove payment and reduce liability, this should cover all possible situations when a school needs to issue a non-withdrawal refund, and fix any possible mistakes by treating the “don’t touch the invoices” option basically like a journal entry.
- Break out partial refunds to give it a separate output in the Calc Student Account function.
- Add “SMS sent, but no reply in last 7 days” filter to the Contact History filter menu in the Admissions list.
- Change layout of buttons in the main Student Portal Management.
- Added refund Stripe charge to the Resolve Overpayment function.
- Add custom encrypted text fields (5) with very strict access rights.
- Add option to group lockstep cohorts by program in the Admissions Future Start Dates List.
- Add option to NOT group open enrollment course start dates by program (could be helpful for schools that have a lot of courses shared between programs so that they don’t get listed more than once in certain drop down menus).
- Separated pop up alerts for SMS and tasks in the user Dashboard preferences.
- Update javascript datepicker.
- Add “desired appointment time” inquiry form.
- Add individual “free booking hours” setting for each bookable item.
- Add Excel version of the Income report in Payments -> AR
- Bug Fix: replicating a student survey wasn’t loading the question count, so if no changes were made during the re-schedule, the question set was coming up blank.
- Bug Fix: when adding a new campus, the “submit_inquiry_redirect” system setting for the new campus wasn’t being created.
- Bug Fix: if the Admissions List is loaded from saved session variables and the system setting to check LearnDash LMS status is active, the username check would’n’t trigger.
- Bug Fix: Booking calendar availability thrown off if person has more than one enrollment.
12/15/19 :: v8.31
- Updates to the student resources booking system in the student portal to facilitate using for scheduling clinical hours and externships:
- Add “block entire group” option to the block recurring function in the student resource / schedule booking system.
- Add open and close times to individual bookable items that override the open / close time master open / close time settings in the main Student Portal Settings.
- Add “slot length override” to individual bookable items so that each individual item within a group can have its own length. This overrides the slot length set on the group level in the “Set Up Booking Availability” section.
- Add option to allow students to book resources during holidays.
- Remove “Add Holidays” as a separate section in the Student Portal area. All holidays now entered via the Weekly Scheduler.
- Add “Wait List” to second status field when a person record reaches applicant status.
- Add wait list number value to course setting of direct apply open enrollment courses (works in conjunction with maximum enrollment number)
- Add “Wait List” as status option for individual open enrollment course registrations.
- Update online application to automatically flag and register as wait list status based on above-mentioned course settings. ONLY THE STOCK APPLICATION HAS BEEN UPDATED. SCHOOLS WITH CUSTOM APPLICATIONS NEED TO BE UPDATED SEPARATELY IN ORDER TO USE THE AUTOMATIC WAIT LIST FEATURE. This function will be added to lockstep cohorts early in 2020.
- Add setting to Staff Scheduler that restricts a staff member’s ability to claim an open staff slot to only single slots (rather than the various repeating options).
- Add quick link to launch poliSCHOOL Support Zoom Room in Help.
- Add the temporary password email that’s sent to a person when they start the online application to their contact history.
11/29/19 :: v8.301
- Add ability to display specific courses on embeddable direct apply course registration form.
- Bug Fix: student account ledger export would include overpayment resolution transactions linked payments that had been voided.
- Update Help files.
11/23/19 :: v8.3
- All the list-building filters in the Admissions and Students / Grads sections store as session variables so that the most recent list is automatically reloaded when a user leaves and then returns to the respective section.
- New Module: Info. A dedicated “loop back” inquiry form designed for use on tablets or embedded on a website for collecting leads during recruiting events.
- The Registration module adds a preliminary “select courses” list that can be embedded with an iframe on your main website, which then walks the person through the rest of the registration process using un-branded forms (so they blend into the webpage, rather than being branded like it is when people access the Register module directly).
- The Registration module also now accepts a URL variable to pre-select course(s) so you can place specific “apply now” type links on course pages.
- Add the A(x) count to the Attendance overview box for students so it’s easier to deduce how many unexcused absences have been made up without having to look at the actual attendance sheets.
- Add more categories to the Course Materials upload form.
- Add two more custom text fields that can be defined and collected on the online application / enrollment agreement.
- Show courses that are over in the Student Files & Resources section of the Student Portal (so if an access extension has been granted that extends after the end date of the course, students can still see the files).
- Update the maintenance request function in the Student Portal to send a notification email to the main staff contact address.
- Update the short code on SMS function to look for more variations of ‘FIRST_NAME’ to compensate for, you know, humans.
- Reactivate function to delete bounced emails to the Process Bounced Emails function (it could cause repeated reminders if a staff email bounced).
- Add more examples and options to the embed forms code section of the Admin section.
- Changed the top and left-side main menu highlights to square rather than round (possible bug with some browsers displaying a hole in the middle making it difficult to read.
- Bug Fix: unexplained error while sending a bulk email could result in the count not being updated and therefore a repeat sending of that batch.
- Bug Fix: Metrics section, admissions totals detail view, special character program names caused error when getting count totals for that program.
11/04/19 :: v8.272
- Add add occupation and place of birth to standard application function.
- Update direct apply course name layout in the register module.
- Add auto-height adjustment based on content to new memo text area.
- Add “enrollment document” as a category when uploading an enrollment document.
- Add vertical layout option for student IDs.
- Adjusted school address layout in standard application when printed.
- Bug Fix: error thrown if “override phone format” button was checked when entering a new inquiry.
- Bug Fix: CSV exports in the Payments section didn’t follow the individual user access addition setting.
- Bug Fix: delete holiday in via managing in the Student Portal area wasn’t deleting the holiday.
10/12/19 :: v8.271
- Add file attachment to Tasks.
- Auto-scroll to update attendance sheet form if attendance sheet list is large.
- Make displaying orientation date field optional.
- Add a couple new lead status options to system settings -> lead_status_list.
- Change auto-delete time of double-archived memos to 9 months.
- Block online application and registration forms if account is suspended (inquiry forms still work).
- Add “Terminated” to various status filter options when performing a date range search in the main Search section.
- Bug Fix: week / month pagination on task calendar behaving strangely in Chrome if task details were loaded.
09/29/19 :: v8.2701
- Tweak memos attachment storage for files received / sent to poliSCHOOL Support.
09/28/19 :: v8.27
- Add secure document attachment to staff memos.
- Move all poliSCHOOL Support memos to separate server & database.
- Add more detailed recommendations to user or student if a credit card charge is declined.
- Remove unneeded page break when printing bulk attendance reports.
- Update various links in the attendance book section to prevent pagination loss.
- Add new attendance report: class lecture + class lab with individual attendance separate.
- Add quick link in Help section to send pS Support a memo.
- Bug Fix: subject line of MailChimp API email not displaying in sidebar if no closing date set in Metrics section.
09/18/19 :: v8.2631
- Allow re-registration into an OE course if a person has already been registered, then voided or withdrew.
- Update bounced email processing to give more time before deleting bounced emails.
- Add poliSCHOOL Support user to the memos list so all staff users can submit support tickets via the memo system.
- Allow staff users to update the section number of an OE course if it’s before the start date.
- Update inquiry submission to allow for more liberal definitions of course, program, etc.
- Update Metrics list overview to include referral and course in the same column.
- Clean up some of the partial refund function to prevent some odd things coming out of the other end of the CalcAccount function.
- Update Student Statement PDF layout to include partial refund adjustments & refunds.
- Bug Fix: intval() instead of floatval() on lockstep cohort hours_per_day post update.
09/16/19 :: v8.263
- Add setting in Payments section, “invoice_notice_send_default”: a global yes / no that determines if poliSCHOOL automatically sends upcoming invoice email notices to students AND displays overdue flags in the student portal.
- The “Invoice Reminders” menu for each student changed to override or follow the new system setting that defines the default action (“invoice_notice_send_default”).
- Add “Payments Settings” as an additional access option for individual users.
- Add invoice type and subcategory menu to the Overdue Invoices List filter.
- Add Master Invoice that covers multiple program enrollments on one sheet.
- Update poliSCHOOL / LearnDash Connect WordPress plugin to speed up the LMS status flags in the Admissions and Students / Grads lists.
- Add timed SMS response check (2 minutes) that riggers popup if user has unacknowledged text message (to help push notice when web browser is idle).
- Two new system settings in Payments to add custom payment method and credit / scholarship classifications.
- Change refund calculation function to take the total course hours from the cohort rather than the parent program.
- Remove user notes from the All Info Excel export and remove old .xls options.
- Bug Fix: program coordinator user level wasn’t included in the managers list for being allowed off-site if the IP restriction was active.
- Bug Fix: if creating more than one new program enrollment, it would let you use a secondary program enrollment ID as the primary.
- Bug Fix: when creating a new program enrollment, the custom text fields weren’t copying.
09/08/19 :: v8.262
- Add “No Exports” option to individual user access checkboxes.
- Bug Fix: when applying a payment on multiple invoices, PHP comparison issue could cause an invoice to be paid in full without it being flagged as such.
09/06/19 :: v8.261
- Add ability to CC as many emails as one pleases when sending email to a person using MailIt.
- Add pronoun preference field to online application process.
- Change order of system settings in Admin section to alphabetical (removed the order number box option).
- Added ability to enter multiple Google Analytics properties to the Metrics section (displayed individually)
- Added Goal Completions to Sources / Medium table in Metrics section.
09/01/19 :: v8.26
- Update LearnDash Connect WordPress Plugin to automate crediting lesson completion in LearnDash to poliSCHOOL attendance.
- Add “lesson credit time” setting to poliSCHOOL courses.
- Add LearnDash Connect box to student attendance overview to list start and end times of completed LD lessons.
- New setting: Max Per Day to bookings items groups on the resources booking calendar. This extends the restrictions on how many slots students can book each day for all items within a particular group. Example: externship slots. You might have 10 externship locations, but only allotted 5 per day total between all 10 possibilities. Setting the Max Per Day setting for the group ensures no more than the 5 allowed get reserved by students.
- Added a two-minute window to allow students to review their answers for an online test if they accidentally leave the review test view (only shows if the review test setting is set to yes).
- Add more columns to the stock “All Info” Excel export file.
- Add pronoun preference field.
- Add new Attendance Report that combines individual and class lab hours into one “type” of hours in the Lab column.
- Increase attendance sheet list overview size to 20 sheets per page.
- Add “Master Invoice” PDF that combines all invoices for a student and prints as one “invoice”.
- Add refund adjustments (partial refund transactions) to the Student Account Statement PDF.
- Add VA and Voc Rehab as options in the Tuition Account Status flag / find menu in Payments.
- Change the overview count in Students / Grads section to omit anyone whose main status is enrolled, but applicable course status is still Applied (Admissions count still includes that combination).
- Change order of courses in the course select list when creating a new attendance sheet to first follow the “order in program” course setting.
- Bug Fix: the account balance overview wasn’t printing at the top of the invoice list on the “group invoices by date” layout option.
- Bug Fix: bulk text message was exiting loop of encountered a bad phone number.
- Bug Fix: Losing closing DIV on the New Inquiry view within the Contact Info box if the person is assigned to an open enrollment course… yes… life can be complicated. 😉
- Bug Fix: Final Status Date in the Enrollment Status box was arguing with its sister field inside the Graduate Status box.
- Bug Fix: if a person record had a very large task list ( > 15 or so), then the container wasn’t adjusting correctly and would cut off rows at the bottom.
- Bug Fix: class registration list PDF could become unhappy printing the start date of open enrollment courses if the list was compiled in the Admissions section.
07/21/19 :: v8.253
- Add ability to grant staff access to individual sections beyond the restrictions based on their user level.
- Add LearnDash LMS course link to Lockstep Cohorts.
- Add “all questions answered” check to the main tests list view in the Student Portal to help identify current vs. previously submitted tests (to accommodate retakes of the same test that get scheduled on the same day with overlapping times).
- Add “show all tasks” to the users’ task list in the Desk Drawer.
- Make rules allowing deleting a registration record more strict.
- New System Setting: “learndash_status_in_list”. Add LearnDash user status in the Admissions and Students / Grads list overview. Note: since this requires getting the information from a separate server, it will slow down the load time of the list overview.
- Move the creation / syncing of LearnDash user and poliSCHOOL record to the payment process (originally happened during initial registration).
- General code cleaning inside the Mobile Modules.
- Updated Help files.
07/07/19 :: v8.252
- New Setting: “auto_invoice_date” gives more control over the dates of invoices automatically generated during the registration process. Update online application, register module, and course registration functions accordingly.
- Add “date_ref” column to course registrations to avoid possible conflict with open enrollment course start dates that use the alternate code option.
- Add Student Account Ledger layout that omits voided transactions.
07/02/19 :: v8.2511
- Bug Fix: Country label (ironically) divided by country drop down menu in main Contact Info box.
- Update link tracking in bulk email to better seek link attributes.
06/28/19 :: v8.251
- Add CC email field to bulk email function.
- Extend payments system setting “group invoices by date” so that it also groups same-date invoices in the student portal so that students have to pay all of them at once (can’t select only one).
- Add subcategories to custom payment plans.
- Update student bookings lists.
- Add question number field to create new question form in Tests section (previously only available when scheduling a test).
- Bug Fix: name fields inside Contact Info box weren’t displaying when loaded via a task click on the task calendar.
- Bug Fix: mailchimp API class was throwing a fatal error if API key was incorrect.
- Bug Fix: 8.25 wasn’t setting default class section 1 for attendance key type “manual subtraction”.
06/21/19 :: v8.25
- Add “Force Pay All Invoices” setting in student portal with option to override default for each student.
- Add dynamic subcategories to invoices.
- Update online test code in the student portal to accommodate a single student being scheduled for and taking multiple tests at the same time.
- Combine contact and inquiry info columns into a single box, and segment main student data layout into smaller AJAX chunks to speed initial load time.
- Update NOCC email reader for postmaster account
- Update auto-login function for My Email RoundCube reader.
- Add Payment Status Excel export as a core export option.
- Add outlying territories and Armed Forces postal codes to default US state menu.
- Bug Fix: possible micro-cent remainder when applying payments to multiple invoices would trigger the “unapplied amount” popup notice.
- Bug Fix: online test countdown timer wasn’t always displaying on Kindle Fire tablets.
- Bug Fix: javascript function to calculate fees type totals wasn’t cooperating when editing materials amount on custom payment plan.
- Tweaked various database table indexes to speed queries on a handful of tables.
06/14/19 :: v8.244
- Update additional enroll fields to show non-listed value if core list changed
- Order courses in program structure print and grades grid list to include order in program setting.
- Update search results to show export option if no results (for certain custom export files related to course searches).
05/24/19 :: v8.2431
- Update prospective start menu to use system setting “first_year”.
- Optimize online test queries and related database indexes.
- Optimize staff logger.
- Optimize open enrollment program attendance queries.
05/20/19 :: v8.243
- Add manual CC field to MailIt template mailer.
- Update files & resources browser on student home page in student portal to include rolling start course types.
- Update manage files & resources section to include rolling start course types.
- Add Canada settings to register module.
- Optimize database queries throughout inquiry process.
- Add / update database indexes.
- Allow editing of grade date if no grade sheet attached.
- Bug Fix: open enrollment grade list was blank if no no group IDs exist.
- Bug Fix: repeating name rows on grade grid weren’t clearing when viewing an open enrollment course.
- Bug Fix: entering attendance total hours not recording if database is in strict mode.
05/11/19 :: v8.2421
- Update online application submit function to accept checkbox inputs for programs as well as courses.
05/10/19 :: v8.242
- Add 2-week after start date buffer for admin to use direct register & create invoices function.
- Clean and break apart unwieldy files in Admin and Attendance.
- Added application vs. enrollment agreement title to create user and landing page for online application.
- Updated booking scheduler to better accommodate long blocks that cause an end after closing hours setting.
- Update search functions in Admissions list and Search sections so that if searching by code, it will include records assigned to a program even if that program doesn’t have any start dates.
05/03/19 :: v8.241
- Add hours offered thus far tally for OE courses when creating new sheet.
- Add comment to staff notice new inquiry email.
- Add tardies breakdown to raw attendance export file in Students / Grads section.
- Add more status filters to search by date range.
- Add course start vs. program start to search by date range.
- Update special reg dates so it shows course code even if there’s no group number in the reg records overview.
- Bug Fix: rep + admin user level getting kicked out of manager-level definition during login.
- Bug Fix: when issuing multiple certificates, course_type check was resetting student count.
- Bug Fix: “make certificates available in student portal” checkbox was being included in ID numbers when bulk-issuing certificates.
04/27/19 :: v8.24
- Automate majority of LearnDash LMS enrollment process.
- If a rolling start course: student account automatically created in the LMS when they register or apply, then access to the LMS course is automatically given when they pay the applicable invoice.
- If a standard open enrollment course: student account automatically created in the LMS when they register or apply, but access the the LMS course is granted on the morning of the start date of the registration record IF the status of the registration record is Enrolled (which happens automatically when the student pays the applicable invoice).
- If staff uses the Direct Register function: student account automatically created in the LMS, then granting access to the course depends on the type of course listed above.
- Update various attendance, grades, tests, and student portal functions to cooperate with Rolling Start course structure.
- Update Weekly Scheduler to show a count overview of items in group booked vs. total items in that group.
- Update MailChimp API and add a few more campaign details to overview in Metrics.
- Add ability to edit the “alt code” on a student’s registration record.
- Add repeating student name header row to the grade matrix (every 15 rows).
- Bug Fix: status list inside a course group div was forcing a large margin if browsers set over 2500px wide.
- Bug Fix: update survey form had a mismatch when auto-selecting April vs. May.
- Break apart some of the main ajax files.
- Updated Help files.
- POLICY UPDATE: auto-pay date range changed to 3rd – 15th of each month.
04/03/19 :: v8.2321
- Rearrange some file structure related to printing and exporting in Payments section (yeah, I know, exciting stuff).
03/30/19 :: v8.232
- Add ability to move online application to different person record (to accommodate duplicate records)
- Add ability for manager-lever users to change the inquiry date.
- Add option to select course-level status when creating registration records using the “Register In Direct Apply & Create Invoices” function.
- Add “Short Text” as type of question to Surveys, Agreements, Forms & Checklists.
- Add “P2” and “A2” as additional entry options (found in the “Other” menu). Credits the same hours as P and A, but can be used as flags for whatever reason a school might need.
- New Program-Level Setting: “monday_through_sunday” attendance setting to override system setting.
- Update all attendance sheet layouts, attendance reports, etc. to fit monday_through_sunday change.
- New Payments System Setting: order_payments_transactions_descending (you can figure that one out).
- Give more feedback to users if force logout is triggered.
- Remove the old-school xls tabled layout export files from Admissions and Students / Grads
- Lost of code cleaning in shared functions to make a bit more efficient.
03/26/19 :: v8.231
- Bug Fix: student photo thumbnail wasn’t showing inside enrollment records list.
- Bug Fix: if grade was ignored, user still wasn’t allowed to manually enter new grade in the grade grid.
03/24/19 :: v8.23
- Add “Ignore Calc.” option to individual grades. Targeted at retakes, it allows staff to indicate if a grade should be omitted from the cumulative grade percentage and GPA. Ignoring a grade also removes the restriction of retaking the online test.
- Add start and end date-related dynamic content codes to the Certificate Designer.
- Add FUTURE_COURSE_START dynamic content code to Docs & Emails (shows only future start dates for open enrollment students).
- Add emergency contact information dynamic content codes to Docs & Emails.
- Add week number and Group ID flags to the week list overview when viewing open enrollment courses (to help identify duplicate week numbers).
- Add separate ICS calendar subscription links in the User Dashboard to subscribe to the users’s Tasks and Work schedule, and school-wide subscriptions for Staff and Weekly schedules.
- Add separate ICS calendar subscription links broken down by group to the Weekly Scheduler.
- Add pagination to Student Resources In Portal list.
- Update Employment, Internship, and Graduate record type searches in Search section to more directly include business name of linked Contacts record (so can more quickly pull up a list of all students / grads placed with ____.)
- Break apart payment settings by campus: Stripe APIs, payment error email notice, EIN, refund basis, etc.
- Clean / consolidate some code in sign-in and regular class hours files.
- Add option to turn off the automatic logout if user is inactive system setting (not recommended).
- Update Help files.
03/11/19 :: v8.22
- Add poliSCHOOL LearnDash Connect WordPress plugin, + user & course registration functions.
- Add “no page break” versions of default info PDF print list.
- Add registration open / closed for events registration listings.
- Add more Tuition Account Status statuses.
- Add more quick searches in Payments based on tuition account, & autopay statuses.
- Increase maximum grade entry allowed to 125.
- Update staff logger to better accommodate “working timezone” setting.
- Updated Help files.
03/01/19 :: v8.2102
- Bug Fix: Graduate Meeting in Metrics -> Staff Activity overview wasn’t counting correctly.
- POLICY UPDATE: Credit Card processing fee for charges $450 or over changed from 2% to 3% (fee waived if on auto-pay)
02/26/19 :: v8.2101
- Change sort order of payments in main student overview to ascending.
- Bug Fix: new user access definitions from 8.21 were causing some PDFs reports in the Payments section to become confused and not display.
02/24/19 :: v8.21
- Add option to mark attendance sheet for a student as “extra credit hours” which credits the hours by doesn’t count the hours as being offered.
- New attendance setting: “tardies_equal_absent” counts all tardies and divides by the entered number to calculate additional absences. It does NOT change clock hours, only adds to the “Total Absences” tally in the student overview.
- Two new staff user levels: Program Coordinator and Representative + Admin. Each gets restricted access to the Admin section (Master Grade Book, program settings, etc. as applicable to their role; no system settings or user access), as well as access to settings for smaller sections (grades, attendance, admissions, etc.)
- Add image rotation to the student photo crop function.
- Add open / closed update option to future events in the Events Reg section.
- Updated Help files.
02/18/19 :: v8.201
- Add daily attendance tally Excel export.
- Add more details to the help bubble when creating survey / form question.
- Increase height of text box when sending single SMS messages.
- Bug Fix: exporting special search type name was causing problems.
- Bug Fix: preview of survey wasn’t displaying select all that apply options correctly.
02/14/19 :: v8.2
- New function: Forms & Checklists. Builder integrates into the Surveys & Agreements section. Active forms & checklists block inserted whenever viewing a student record. Includes status flags if required forms are missing or incomplete based on lead and student status.
- New feature “My Files” allows staff to make mark any type of e-doc available for the student to download in the Student Portal.
- Add signature pad to all types of forms (timestamp signature, store, etc.).
- New dynamic short code: SCHOOL_LOGO adds main logo (72px high) to auto-fill documents.
- Add background and font color option to WYSYWIG editors.
- Add method field to the Enter Credit / Scholarship form with various scenarios that will tag the memo field in the account ledgers
- Update / standardize layout of all e-doc forms.
- Add blank preview / print of all document templates.
- Add blank preview of online application.
- Add Daily Attendance tally Excel export to student attendance overview section.
- Display any overlapping attendance weeks for transfer students in lockstep courses in their class attendance list overview.
- Display transfer students with overlapping attendance at the bottom of applicable attendance sheets.
- Update TINY
- Bug Fix: issue deleting scheduled test.
- Bug Fix: if lockstep student had a transfer record and “ignore in calc” attendance weeks, the class weeks overview was getting lost in the woods.
- Updated Help files and video.
01/27/19 :: v8.123
- Add sender & receiver emails to info header when viewing archived email.
- Bug Fix: updating grade on individual list view within open enrollment program wasn’t always applying alternate point values.
01/20/19 :: v8.122
- Update 1098T layouts.
01/17/19 :: v8.121
- Add checkbox to student payments overview to quickly exclude a payment from being included in 1098T calc.
- Update all 1098T prints, overviews accordingly.
- Add voided / non-start course registrations to course attribution menus for invoices and payments.
- Add more payment method options to enter payment form.
- Bug Fix: print view of student account overview was overlapping transaction ID and date for Stripe charges that were refunded.
01/16/19 :: v8.12
- New CRM setting: owned_if_contacted (default: yes) allows schools to override default behavior of taking ownership of an unowned lead if a contact is made.
- New grades setting: grade_average_percentages (default: yes). Applies to lockstep by course and module type only, ignores weighted points of assignments and uses pure percentages (and course credit value if applicable) to calculate module and to-date cumulative grades.
- New bulk email setting: bulk_email_timezone. Will allow more control for users who have access to multiple campuses in future updates. Currently follows system’s main timezone location.
- Add more financial aide-related statuses to both main and second status menus.
- Add ability to enter value up to 120 when entering a grade.
- Add Extra Credit “assignment” to all course types that can be added to specific grade weight types.
- Override session timeout check on task check if user has task pop-up reminders active.
- Minor changes to buttons that open/close forms to make them more easily identifiable.
- Move privacy notice on all small, 2-column forms to new row so they’re more mobile-friendly.
- Bug Fix: timezone selection lost during login if user switches usernames during login process.
- Bug Fix: stock transcript “quarters courses” wasn’t following “grades_round_to_whole” system setting.
- Bug Fix: bulk SMS confirm button was hiding on some tablet devices.
- Updated Help files.
01/01/19 :: v8.11
- New function in the Staff Scheduler: Admin and campus manager users can create unassigned staff slots, then opt to have them just as placeholders to facilitate staffing, or allow staff to “claim” the slot(s) on their own to fill the positions.
- New dynamic content code in Docs & Emails section: STUDENT_PORTAL_URL
- Add total class_lab and total class_lecture setting override to open enrollment classes (so they can be different than the main course group)
- Small changes to Desk Drawer tab and behavior.
- Make notice that a course is over in Attendance School wide overview more aggressive.
- Bug Fix: Admin -> Master Grade Book graded items wouldn’t always display for Lockstep by course program structure.
- New getting started video for Staff Scheduler & update help files.
- POLICY UPDATE: all poliSCHOOL monthly clients have to pay all open invoices in full (i.e. if there is more than one open invoice, poliARC no longer offers the option to pay only one.
12/22/18 :: v8.1
- New course type: Rolling Start. An open enrollment course structure that doesn’t require an explicit start and end date cohort. New course type added everywhere staff and students can register (Enrollment Status, My Courses, and Register modules; can be added to custom application on request).
- New way to order Future Start Dates list in Admissions.
- New main menu option: fixed top.
- Streamline Auto-Pay and Auto ACH process when charging multiple invoices on the same date.
- Add payment ID to overpayment item on standard receipt layout.
- Add quick search by status to Grades section & allow that search type to trigger the export transcripts / grade report function.
- Add credit card auto-pay flag to Overdue Invoice lists.
- Add notes / extra help in Certificates section when issuing certificates.
- Add invoice and payment CSV exports that omit voided transactions.
- Add course print name to stock application “select course code” menu.
- Bug Fix: consecutive absences function wouldn’t always reset count if started at the end of one course registration and moves into another.
- Bug Fix: if a payment was voided that had an outstanding overpayment resolution, and/or a student account had more than one overpayment resolution, then the trial account balance wasn’t calculating correctly.
- Bug Fix: In HTML mailer, if user changed the header image, it was writing pixel value to the width instead of percentage.
- Bug Fix: Update course registration record form was not correctly updating the section number.
- Updated Help files.
11/22/18 :: v8.0
- New attendance module: Sign In. A digital signature, sign in / out attendance process that time stamps, encrypts and stores the student signature. Sign In hours can be credited to either class / lecture or individual / lab based on system setting. Includes IP verification, force-delayed in/out time window, individual course attribution, comprehensive notices and Sign In Manager so staff can verify and update as required.
- New admissions module: Register. A “mini application” designed specifically for schools that offer short courses that don’t require them to collect as much information as full programs. Register is used only Open Enrollment Direct Apply courses (so the regular online application is still used for larger academic programs). Registrants can register in one, or multiple courses using the registration form. The ID number, registration records, and invoice(s) are all automatically created during the registration process.
- Updated responsive Student Portal design.
- New tertiary method for staff to register students in open enrollment courses. This one is for Direct Apply courses only, single or multiple, that registers in courses AND automatically creates the corresponding invoices (basically the same as if the student used the applied application, online registration, or used the My Courses section of the Student Portal, but this is for staff to use as a way to help expedite invoice creation).
- Updated support for multi-campus set ups in different timezones: a “working timezone” for staff users who have access to multiple campuses, updated campuses settings applied to student portal sessions, etc.
- Updated staff user login page to two-step process for security and to facilitate “working timezone” option.
- New invoice function: “adjust to paid” automatically adjusts an invoice amount to equal the amount paid on it.
- Enhanced (i.e more) editing options on invoices and payment records.
- New option to add interest / installment fee invoices to each tuition payment using either Custom or Standard payment plan forms.
- Small layout changes to invoice and receipt layouts.
- Add “program override” option to A/R reports and exports (addresses a possible bug that omitted listing payments made by person and/or course records that were later deleted.
- Add ability to filter main AR report to individual open enrollment courses. (Report based on course start date already filters down to specific courses and start dates)
- New system settings: round_to_whole: separate options for attendance and grade percentage calculations.
- New system setting: single_reg_fee_if_multi_course: allows schools to choose to charge a single reg fee or separate for each course when someone applies for more than one open enrollment courses during the same application process.
- New dynamic content codes for Certificate Designer.
- Add Employment List as system-wide stock export report in Student / Grads main export menu.
- New dynamic content code for Docs & Emails: ORIGINAL_START_DATE.
- Bug Fix: system setting to show course print name rather than course code not always jibing in Students / Grads -> Active Courses list.
- Optimized code throughout the entire system.
- Correction of creative spelling in various alerts and help pop-ups.
- Updated Help files with new help videos.
09/26/18 :: v7.52
- New login page for staff users.
- Add option to control formatting of “all of the above” and “none of the above” test questions.
- Add option to present questions in the same order to all students on a test (overriding random default setting).
- Clean code throughout Tests section.
- Update all inquiry forms to place 30-day referral source cookie.
- Bug Fix: payment receipt layout would go to two pages if school address is over 3 lines.
- Updated Help files.
09/21/18 :: v7.515
- New system setting “centered_logo” in preparation for version 7.52.
- Add “disqualified” as main status option for records that have a post-applied status.
09/11/18 :: v7.514
- Add system setting and corresponding function to allow students to download PDFs of their issued certificates in the Student Portal.
- Add option to replicate certificate layout when launching the Certificate Designer.
- Update layout and behavior of Payments sub menu.
- Add behavior to start Enter Payment form in regular payment vs. partial refund “mode”.
- Remove “force select payment plan” if a student doesn’t yet have invoices created.
- Add option to override Stripe charge refund when issuing a partial refund.
09/05/18 :: v7.513
- Add “private / public” external setting in addition to “show / hide” internal setting to direct apply courses.
- Add second attachment option to Mail It function.
- Update 1-6 rating survey question display (color code rows).
- Bug fix: not filtering all “,” in values on newer CSV export files in Payments section.
- Small change to Task calendar layout (Task Series and Projects buttons).
- Bug Fix: New Inquiries list collapsing if pagination active.
- Bug Fix: person status value not writing to staff logger when updated.
- Code cleaning on application and inquiry submission forms.
- Removed outgoing email spam scan on all pS servers to speed up all functions that include email.
08/24/18 :: v7.512
- Create “first” course registration based on program order setting if someone applies to an applicable program (custom applications only)
- Add secondary direct apply course check in Student Portal for students / applicants in open enrollment programs, but who have not yet been registered in a course (to allow access to “My Courses” section).
- Updated stock consent language on inquiry forms.
- Order courses on grade reports based on program order setting (if applicable)
- Change “N/E” placeholder in Grade Grid.
- Add student ID / person ID filter to staff logger view.
- Update Stripe ledger so bank transfer funding sources include student names.
- Add CSV export of Stripe Ledger.
- Add “Bank Transactions” CSV export in A/R Overview.
- Add custom export setting / list in student overview area of Payments section.
- POLICY UPDATE: auto-pay window (day of month poliSCHOOL clients can select when auto-pay is processed) narrowed from 3rd-28th of each month to 3rd-25th.
08/13/18 :: v7.511
- Add apply to program option within custom applications that offer multiple-register, direct apply courses.
- Add print name or open enrollment courses to more areas throughout the system (menus, exports, reports, etc.)
- Display shared open enrollment courses under all applicable programs.
- Change bulk and single print transcript function so that custom transcripts bypass HTML preview and go straight to official PDF copy.
- Update Stripe Transactions ledger to make “expand” request (speeds things up a bit).
- Add Bulk Email button function to bottom of overdue invoices list so uses can more quickly send them all a template email.
- Bug Fix: name on card meta data wasn’t writing correctly when making a portal payment.
08/07/18 :: v7.51
- New section in Student Portal: My Courses. For open enrollment programs consisting of direct apply courses, allows anyone with a student ID number to register in, and pay for future courses (bypassing online application).
- Update core online application function to accommodate “multi-apply” so that students can register in more than one course at the same time during the application process (active only with custom applications).
- Convert new user and email check functions to AJAX on the online application; provide more feedback as process progresses.
- Update credit card and ACH payment forms to allow students to pay multiple invoices at a time.
- Additional status checks for main and course status when invoices are paid in the student portal to update statuses and enrollment requirements accordingly.
- Update invoice and receipt PDFs to include direct apply course codes in the line items.
- Update Partial Refund function so that if a Stripe charge is selected as the source payment, it will immediately refund that amount to the student’s credit card.
- Change language of the ACH Authorization form to fit updated payment forms.
- Bug Fix: “print friendly Stripe ledger” layout wasn’t accepting date range.
- Update Help files.
07/31/18 :: v7.5
- Overhaul the Task Calendar: add task priority and status, change color coding in Task Calendar and person tasks overview.
- New feature: Projects. Projects are umbrella “tasks” to which users can assign subtasks to team members. Includes comprehensive task history and staff memos integration.
- New feature: Task Series. Automated task creation based on three status groups: lead, applicant, and enrolled.
- Add SMS send function and redirect links from notification emails to Search Mobile Module.
- Update top expandable menu to same iconized design used by the fixed left menu introduced in v 7.47.
- Add mobile phone to user preferences.
- Add send SMS notice of text replies to user preferences.
- Add custom text field short codes to the Dynamic Content Code set in Docs & Emails.
- Add custom text field short codes to Certificate Designer.
- Add custom text field to “General” search type in the Search section.
- Add two more generic text fields to the Certificate Designer
- Add “Topics In Course” to open enrollment courses and lockstep programs.
- Add “force_coures_topics” system setting that restricts class names on attendance sheets to the Topics In Course setting (does not apply to lockstep programs that are calculated by module and course)
- Replace various drop down date select menus with text fields.
- Move updates function to a separate cron job.
- Update Date Picker javascript.
- Update print transcript menu to bypass the HTML preview for custom transcripts.
- Update refund calculation function to INCLUDE previously applied credits / scholarships.
- Update Create Invoice so that it allows a negative value.
- Replace image icons in various sections with material icons.
- Bug Fix: Last Day attended function would show Monday date if student has two attendance sheets of the same week, but for different courses.
- Bug Fix: Name on Card information not writing to the payment record notes section if someone pays an invoice during the application process.
- Bug Fix: list of years in print 1098T menu was including voided invoices.
- Bug Fix: the title of generic “print class list” in admissions was unhappy when generating from an open enrollment course search.
- DEVELOPMENT UPDATE: Braintree, PayPal and PayPal Pro no longer supported.
06/26/18 :: v7.47
- New main menu layout option (fixed left).
- Policy Update: database archives stored locally for 20 days (still 45 days on AS3).
- Code cleaning throughout.
- Adjust position when student header fixes to top of browser when scrolling.
- Adjust New Task pop up form on Tasks Calendar.
- Allow negative invoices to be created in New Invoice section (with warning).
- Small interface update to New Payment form.
- Color fix auto ACH and CC notice on certain themes (font color getting washed)
- Bug Fix: consecutive absence function in the School wide Overview was including the “ignore_calc” flag.
- Updated Help files.
06/19/18 :: v7.464
- Add 2nd Status field to person / student records.
- Update Admissions Status Filter to search both Main and 2nd Status.
- Create new set of additional status options for 2nd Status menu when record is beyond Applied status.
- Update Students / Grads Status Filter to split between Main and 2nd Status.
- Limit number of characters in the Active and Future courses sidebar so they don’t overflow the quick-link buttons.
- Change Contacts export to use PHP Excel rather than tabled version.
- Bug fix: large student photo wasn’t always loading into floating tooltip in the Students / Grads section when hovering the thumbnail.
- Update Help files.
06/13/18 :: v7.463
- Add email address to new online application notice.
- Add “YYYY” option to grad and intern doc forms so users can add a null end date.
- Bug Fix: income PDF report was including credits.
06/01/18 :: v7.462
- New System Setting: autoreply_new_inquiry: allows you to not send the confirmation email.
- New System Setting: privacy_policy_url: full URL that overrides the generic privacy policy link on inquiry forms.
- New search function in Search section to specify fields.
- Add income export to Payments A/R section.
- Remove GPA (leaving percentage grade) from Home overview in the Student Portal.
- Set default meta status to “Enrolled” for registration records created using the bulk registration function.
- Add person ID to Inquiry Information box.
- Add pS pay ID for each payment in the Payments overview.
- Change notes year menu to allow retroactive entry starting at “first_year” system setting.
- Change Grade Grid list for force order by last name ascending for OE programs.
- Bug Fix: Shared courses within multiple Open Enrollment Programs not always appearing in bulk grade reports.
- Bug Fix: Open Enrollment program, if no course was selected the small cumulative grade in the overview as showing null.
- Possible Bug Fix: when taking a test and “creatively” trying to navigate away, open other browser windows, etc. the test ID might get lost.
- Bug Fix: active courses list status count was including “deleted” person records in the total number for courses in open enrollment programs.
05/16/18 :: v7.461
- Bug Fix: name of instructor assigned to a course not automatically appearing in teacher field when creating a new attendance sheet.
- Bug Fix: Attendance percentage not appearing if printing OE transcript via the bulk print transcripts function.
- Added instructor name option to new Course Schedule form.
- Moved withdrawal date from OE course to a new field to facilitate how attendance sheet behaves when a student’s main status is Enrolled, or withdrew without a Final Status Date, but course status is withdrew with a withdrew date.
05/14/18 :: v7.46
- New function: Auto-Pay with credit card. (Auto ACH overrides if student has both forms of payment stored).
- Add stored credit card to Payment Method menu when staff is entering a payment.
- Add option to print all applicable previous years of 1098Ts in student account overview.
- Add more status combination filters to the date range search function in Search.
- Add Grades & Attendance Cumulative export file to default set in Students / Grads section.
- Add merchant fee and net income columns to Payments CSV export file.
- Set upcoming payment reminder email to not send to students who have either Auto ACH or Auto-Pay active (they get different notices).
- Update task reminder preferences layout in user Dashboard.
- Update cumulative grade calculation function to account for open enrollment courses that contain only a single grade that is pass / fail.
- Add versions of the grade report (bulk and single) that omit graded items that are no longer active.
- Update Grade Grid so it omits inactive grades assigned to open enrollment courses.
- Bug Fix: grade date entered not displaying for open enrollment courses in the Student Portal.
- Bug Fix: floating help bubble behaving oddly when giving list of missing enrollment requirements.
- Bug Fix: Last Day Attended function not happy with split attendance sheets during the same calendar week.
- Bug Fix: Open Enrollment courses showing students with course status withdrew on attendance sheet.
- Bug Fix: special characters in course code of open enrollment courses causing problem when clicking “back one week” button in the attendance book.
- Bug Fix: “ignore calc” fade status not resetting on open enrollment course, class hours view.
- Bug Fix: bulk email skipping address if “,” in the name field.
- Update Help files.
03/19/18 :: v7.452
- New user settings: task pop up reminder and daily task email reminder.
- Add course sections to Admissions, Students / Grads, and all Student Search forms when searching or creating lists by open enrollment course.
- Bug Fix: Metrics activity detail could show empty list if filtering by activity and user.
- Bug Fix: Deleting student photo meta record not cooperating.
03/06/18 :: v7.451
- New dynamic content codes for letter and email templates: NICK_NAME, CEF_VALUES_ONLY, CEF_BLANK_NO, CEF_BLANK_NA; the latter three determine various ways to display values of custom enrollment field values.
- Add option in Enrollment Fields Filter to include in search results if a custom enrollment field has no/null value.
- Bug Fix: if window browser forces CSS to its most-narrow responsive state, nickname, and middle name fields could disappear if they had no values.
- Bug Fix: The page number drop down menu not always displaying “1” when a new list is created and displayed in Admissions or Students / Grads section.
- Bug Fix: “confirm send” checkbox not confirming when sending bulk email after 7.45 update.
02/28/18 :: v7.45
- New feature: Desk Drawer. An omnipresent interface function staff memo threads, stickie notes, tasks and work schedule.
- New optional enrollment fields: citizenship, head of household, dependents, income.
- New optional fields: 3 open-ended custom text fields to work along side the explicit value custom enrollment fields.
- Add more information to password reset process.
- Increase margins on PDF documents created in Docs & Emails section.
- Update database connection for client invoice checks on account suspension page.
- Change criteria for how to filter poliARC support account from all user menus.
- Update jQuery.
- Bug Fix: “starts” metrics was not counting correctly for open enrollment programs with courses shorter than 1 week.
- Bug Fix: SMS count in metrics not currectly counting outgoing text messages sent via Twilo.
- Bug Fix: course_code field not correctly added to tuition invoices if created with a payment plan template for an open enrollment student.
- Bug Fix: refresh of template not always reaching 100% opacity after saving.
- Bug Fix: Admissions section, if additional enrollment fields filter active and side menu course link clicked, the menu wouldn’t always reset to “all enrollment fields”.
- Bus Fix: a zero sometimes appearing in additional contact area if social media fields checked, then unchecked in system preferences.
- Bug Fix: if user entered a future contact history entry of type “SMS message” it would appear in the weekly “Upcoming Work Schedule and Tasks” staff email.
- POLICY UPDATE: for clients on a poliSCHOOL service plan that includes website and email hosting the weekly failsafe cPanel backups automatically stored on a different server do NOT include email accounts.
2/08/18 :: v7.4231
- Speed up Bulk Print Attendance Report: display as page-breaked HTML rather than generate a PDF on the server if count is over 5.
2/07/18 :: v7.423
- New field in course settings: Program Order. Used by the bulk registration function and for print & display functions.
- Add more options to the bulk registration function to use dates and/or program order setting to determine which specific start dates in which to register the student.
- Add custom enrollment field 5.
- Add scholarships / credits row to funding source totals report export.
- New grades system setting: GPA Base. Select one of three different GPA calculation options.
- Bug Fix: update week number of lab hours not working on OE programs if all attendance weeks entered.
- Updated Help files.
1/24/18 :: v7.4222
- Bug Fix: custom redirect URL not always breaking out of iframe.
1/21/18 :: v7.4221
- New field: Tuition Account Status. Located in Payments Overview and Enrollment Status box, this field is auto-assigned a value based on the status of a student’s invoices (paid in full vs. unpaid). This can be overridden by using the same drop down menu to make a manual entry (In Collections, Special Arrangement, Waiting On Third Party, etc.). Users can search and create a list based on the value of this field in the Payments section.
- Bug Fix: small admin login iframe form not acknowledging password hash flag.
1/18/18 :: v7.422
- New Function: Bulk Course Registration. Checkbox in the New Course Registration form that registers a student in all courses within a program. Bulk Course Registration uses the start date of the selected course as the initial reference date, then registers the student in all active courses within the parent Program that have a start date equal to, or “the first one after” the initial reference date.
- Add “Public / Not Public” to program settings (originally just applied to lockstep cohorts). If not public, programs display for staff in the admin area, but not in any public areas (inquiry forms, online application, etc.)
- Change sorting of course registration records list to start date, ascending.
- Bug Fix: some fonts were missing when creating a PDF in the Certificates Designer after the 7.42 update.
- Bug Fix: fancy date function getting cheeky when printing dates on certificates, so replaced with regular PHP date formatting.
1/10/18 :: v7.421
- Add custom redirect URL to all inquiry forms (URL variable: redirect_url) that overrides the “inquiry_redirect” and “submit_inquiry_return” system settings.
- Update Metrics charts and details view to display what’s recorded in the “referral2” field for easier tracking of student / staff referral, Other, and any entries created using the “utm_campaign” variable in the inquiry forms’ URL.
- Update referral source dropdown menu to display value if what’s stored in person record does not match anything in the referral source list.
- Update “checkReferral” function to check for an override if referral2 value is unrecognized.
- Change the date(s) of student registration records if the corresponding OE Course Start Date record changed.
- Add “NO STRIPE REFUND” checkbox to the void payment form so users can choose not to issue a credit card refund via the Stripe API when voiding a payment record created by a Stripe charge.
- Bug Fix: Dashboard “30 Days Stats” was counting “deleted” person records.
- Updated Help files.
12/26/17 :: v7.42
- Add automatic ACH transfers to pay tuition and fees invoices (requires Stripe account).
- Update ACH Webhook to automatically void payment record and applicable invoices if ACH fails.
- Add name on card to the “DESCR” hover in the Stripe Ledger.
- Add ACH status to the main student payments overview (if applicable).
- Add ajax loadinger and ACH status to “My Payments” overview in Student Portal.
- Add more detailed Stripe error reporting.
- Add hours missed in Attendance section to the school wide, and individual student overviews.
- Add more details to staff logger attendance actions.
- Update print version of attendance school wide overview.
- Add secondary filter to Consecutive Absences function: reset count if lab hours entry within set.
- Update MPDF.
- Update PHPExcel.
- Bug Fix: Direct Apply menu not always appearing in New Open Enrollment Course Schedule form.
- Bug Fix: One-to-one SMS message responses could appear in the task list on the upcoming weekly schedule staff email.
- Update responsive CSS to adapt to Chrome update that would hide dome of the widgets on the Dashboard.
- Update help files.
- POLICY UPDATE: accounts that are suspended by having an unpaid invoice more than 45-days past due must pay ALL open invoices in order to reactivate the account.
11/29/17 :: v7.417
- Add “show deleted” button for admin level users in Search section.
- Add “undelete person record” option for admin users in Search section.
- New Tests system setting: test_start_notice. Allows users to enter an additional message that’s displayed to students before they start a multiple choice test in the student portal.
- Small layout changes to attendance sheet for “percentage of day” type attendance key.
- Small layout changes to attendance reports to clarify meaning of different colored rows and entries.
- Small layout change to staff login page.
- Bug Fix: possibility of selected a deleted record if more than one is present when someone begins the online application process.
- Bug Fix: DOB field in all export file using old decryption method.
- Bug Fix: Pass / Fail assignment notice div not always displaying for courses set up as type 2 (open enrollment or lockstep with grades calculated by course and module).
11/14/17 :: v7.416
- Move “E” (excused absence) to top-level button on attendance sheets.
- Add “A(x)” to attendance sheets: marks student as absent, but does not add the day’s hours to the hours offered total in the cumulative attendance calculation.
- Bug Fix: When scheduling a test by means of selecting individual students within a cohort, the student list included students with LOA status.
- Bug Fix: Unpredictable help bubble size when hovering help icon in the Send Bulk SMS form.
- Updated help files.
11/08/17 :: v7.415
- Update admin login page and system lockout for automated account suspension based on poliARC client invoicing system status.
11/06/17 :: v7.414
- Add “Credit” as an option on the primary Enter Grade form. Credited assignments do not impact the cumulative GPA, can “bypass” Grade Reference Records (GRRs) so an auto-zero is not applied, and are displayed differently than Pass/Fail assignments.
- Trigger check for Grade Reference Records (GRRs) for a course even if the student has no grades entered for that course.
- Update transcripts and cumulative calculations to reflect a credited grade.
- Re-order print version of MC questions when view is set to include inactive questions (inactive at the bottom and in red).
- Include student “nickname” field in more locations throughout the system (overviews, attendance layouts, etc.)
- Move Last Day of Attendance (LDA) function into shared shared system file so it’s more easily accessed throughout the system.
- Include a check for lab hours that might be recorded after the last day of classroom attendance in the LDA function and update official LDA accordingly.
- Add LDA to more locations in the Attendance module.
- Update online multiple choice test timer so that it references the timestamp of the most recently submitted answer when resetting the timer.
- New Tests module system setting, “override_time_check”, overrides the above so that the clock can be reset if needed due to poor Internet connections, browser stalls, computer crashes, etc.
- Remove admin-only access to Test module settings (so teachers can override time check if necessary).
- Add confirm / cancel button when submitting an MC test.
- Add more status filter options to the Date Range search function.
- Add Program filter to the Date Range search function.
- New setting: “add_to_contact” to selectively add website and a few social media account fields to Contact Info box.
- Bug Fix: Lab hours detail list wasn’t printing in the PDF of the combined class and lab hours Attendance Report.
- Bug Fix: 7.413 password hash for staff users wasn’t applied to admin user log in as student function in the Student Portal.
- Bug Fix: “All Info” export file was not displaying all contact fields when triggered from date range or meta-record search types.
09/25/17 :: v7.413
- Implement new password requirements for staff users, and enforce password change every three months.
- New setting: “admin_only_backdate_notes” restricts changing date of notes / contact history to admin users only.
- New dynamic content code: SSN_LAST_4.
- Bug Fix: Notes iframe sometimes disappearing in Chrome when auto-refreshed by new note function.
- Bug Fix: Special character encoding when changing the description of a resource file in Manage Student Portal -> Manage Files & Guides
09/9/17 :: v7.4122
- Change reply-to email address of new task notice to person who assigned the task.
- For lockstep programs with quarters defined, change lab hours for a week to considered offered as soon as the corresponding attendance sheet is created.
- Bug Fix: “deleted” inquiries were included in one of the Metrics totals and corresponding export file.
08/29/17 :: v7.4121
- Add text of a day’s attendance entry below the drop down menu if there is no match in the menu. (Purpose: identity the original entry if the attendance setting “allow_hours_per_day_override” is active, and the hours credited for a particular day were changed by a staff user after attendance has already been recorded.)
- Bug Fix: In “My Email”, the person ID of a record wasn’t always clearing when composing a new email to an email address that was not in the system.
- Bug Fix: form to add special registration dates for an open enrollment course was throwing an error after 7.41 update.
08/17/17 :: v7.412
- New Attendance system setting: ‘lockstep_lab_hours_module_silo’ restricts individual / lab hours to module when doing the cumulative calculation. This prevents any extra hours entered into one module from “making up” for missed hours in another. Default: no.
- Updated lab hours overview in admin and student portal.
- Updated attendance reports.
- Bug Fix: PDF of payments student overview not displaying correctly if staff member who entered the transaction is no longer active.
- Updated Online applications list to shrink button size if person has more than 3 applications on file.
08/15/17 :: v7.411
- Add more field checks and update auto-reply email in Events Registration form.
- Add function to check and display combined absences (unexcused and excused).
- New system setting ‘total_absences_warning’ sets threshold to trigger flag with the above function.
08/13/17 :: v7.41
- Add custom export menu in Payments -> A/R Reports.
- Add: reports grouped by funding source: all fees, and tuition fees only.
- Add “Employer Sponsored” to Internship Records section to augment standard Emp. Sponsored flag/filter.
- Update cumulative attendance block in student view to list credited vs. entered hours.
- Add “Edu Institution” to Contacts and Graduate Records to better track when students continue to another school after graduation.
- Add cumulative attendance refresh after entering hours in the Lab / Individual Hours list.
- Add record refresh if enrollment requirements are updated when in the New Inquiry / Home view.
- Update Metrics Inquiries overview to sort by: referral source, date, or last name (default: referral).
- Update attendance week list in Student Portal, so students don’t see any weeks for which they have all blank or “non-entries”.
- Remove depreciated code.
- Bug Fix: Custom Enroll Field 4 wasn’t always appearing as a filter option in Admissions filters list.
- Bug Fix: new inquiry flag not always turning green when user’s theme set to use expandable header.
- Updated Help files.
08/2/17 :: v7.4
- New Section: “My Email” integrates Roundcube IMAP email client into poliSCHOOL so that emails received by staff members are more easily added to a record’s contact history.
- Bug Fix: contact history icons stream wasn’t always displaying shared history if person has multiple program enrollments.
- Remove depreciated code.
- Updated Help files.
- POLICY UPDATE: poliARC does NOT offer third party email email support.
07/28/17 :: v7.3501
- Add secondary email notice if student pays an invoice of type reg fee / admin fee in the student portal.
- Add filter to store grade sheets in old directory format for any retro-actively entered grades.
- Bug Fix: funding subset menu may not display if parent funding source has special characters.
- Bug Fix: If both Graduate Status and Enrollment Status boxes were open, the Final Status Date menu in the Graduate Status box would override the one in Enrollment Status.
- Bug Fix: print attendance book PDF always defaulting to course setting attendance key, rather than attendance sheet.
- Bug Fix: broken link to print single attendance sheet when viewing attendance sheet list.
- Updated Help files.
07/23/17 :: v7.35
- Overhaul Surveys module. Add WYSIWYG editor, question /statement preface text option, and new types so that the module can also be used for student agreements.
- Update UI and improve international support for Stripe credit card form elements (staff, student portal, and online application).
- Add running class hours tally to Attendance Report.
- Add alternate Attendance Report layout that includes running tally of lab hours along side tally of class hours.
- Add cumulative hours beside the overall percentage in student attendance overview.
- Updated Enter Grade form to display status of file upload and verification as it progresses.
- Tests section: by default inactive questions NOT displayed in lists or printouts. Override button inserted to view inactive.
- Add “thank you for applying” auto email to contact history when someone applies online.
- Add mobile phone to initial create user form on the online application.
- Add attendance only and grade only filters to staff logger list.
- Bug Fix: pagination on Course List in admin causing delete course to not work correctly.
- Bug Fix: “application_is_enrollment” setting not affecting the application complete message preview page (campus settings).
- Bug Fix: Student search form not returning open enrollment groups if enrollment status in the course is (somehow) NULL.
- Bug Fix: holidays check function breaking the Open Enrollment active courses list.
- Updated Help files.
07/4/17 :: v7.342
- Add system setting, application_is_enrollment, to dynamically change text of online application from “application” to “enrollment agreement”. Applies to all web views and status emails.
- If application_is_enrollment is active, function to update person’s status accordingly.
- Remove depreciated code from admissions application list.
06/24/17 :: v7.3412
- Add dynamic content code: CIP_CODE.
- Add dynamic contend code: PROGRAM_AWARD.
06/23/17 :: v7.3411
- Add third drag-and-drop image field to the Certificate Designer.
- Bug Fix: “deleted” records sometimes appearing if searching by name with the student search form.
06/20/17 :: v7.341
- Add function to allow student to upload enrollment record documents in the Student Portal.
- Add “new e-doc” notice to header menu.
- Add verified vs. pending distinction in Enrollment Records lists.
- Add function for staff to verify enrollment records document.
- Bug Fix: attendance overview, lab hours column wasn’t displaying hours offered.
- Updated Help files.
06/14/17 :: v7.3401
- Remove depreciated code from Admin core records
- Update ACH pay form one-time debit language.
- Remove extra line break in students payment overview if view includes voided payments.
- Bug Fix: tests index page not happy after 7.34 update.
- Bug Fix: Color stuck on white on students payment overview if setting “issue_1098T_forms” set to no after 7.34 update.
- Various bug fixes in drop down menus for listing courses that are shared between multiple programs.
06/04/17 :: v7.34
- Add ACH payments and bank verification with Stripe merchant account.
- New payments option: Late Fee: Never or Follow Settings. Allows you to override the auto late fee setting on a student-by-student basis. Default: Follow Settings.
- New payments option: Invoice Reminder: Yes or No. Allows you to override automatic invoice reminders on a student-by-student basis. Default: Yes.
- Truncate PDF print buttons in Payments section student overview.
- Add defining the attendance key type to individual attendance sheets (originally set only at course / cohort level). This change allows for multiple types to be used within a single course or cohort’s attendance book (default follows program / cohort setting).
- Allow changing attendance key of a lockstep cohort in update course form.
- Add ‘economically_disadvantaged’ field to person table and update application submission function accordingly.
- Add ‘N/A’ as option to custom enrollment requirements status list.
- Add extra phone number formatting and validation (with temporary override option).
- Add week number check to update weekly attendance sheet form.
- Add list by course option (along side list by category) for displaying files, links, and videos in the Student Portal.
- Upgrade Stripe library.
- Update Stripe API version on Stripe functions.
- Update UI method of deleting Contact History and Notes records.
- Minor changes to student and staff responsive login pages.
- Remove depreciated code from Attendance module.
- Updated Help files.
05/19/17 :: v7.3331
- Bug Fix: encoding special characters overlooked on invoice_footer_content setting.
- Add version to Stripe API calls.
05/18/17 :: v7.333
- New setting: Payments -> “invoice_footer_content”. A text field to enter any additional information to display below the contact information on invoices, receipts, and account statements.
- Update all PDF prints of invoices, receipts and account statements.
- Update student login page.
05/17/17 :: v7.332
- Add processing fee override checkbox when charging credit card in New Payments.
- Change dashboard panel layouts to restrict to 3 columns, minor design updates.
- Update to staff login page.
- Updated fonts in all CSS themes.
- Bug Fix: courses shared between programs not displaying correctly in the print program overview PDF.
- Bug Fix: PDF of student attendance could display incorrect attendance sheet name for students enrolled in open enrollment programs.
- Bug Fix: Attendance section -> Student Details, the window could “collapse” after opening the send email window.
05/15/17 :: v7.331
- Add automatic credit card processing fee function. New settings: cc_fee_active, cc_fee_percentage, cc_fee_threshold (location: Payments -> Payments Settings -> Online Payments Via Student Portal)
- Add inquiry by zip code and enrollment by zip code charts in Metrics.
- Add list of recently declined transactions to Stripe Ledger.
- Bug Fix: Admissions Section, Info List export missing address line in systems in single campus set up.
- Bug Fix: Admissions Section, Future Courses List, enrollment number overview not displaying for open enrollment courses after 7.33 update.
- Bug Fix: Home, New Inquiry List in sidebar showing “deleted” inquiries after 7.33 update.
- Bug Fix: Home, New Inquiry Info, access restrictions menu not displaying in Notes Section in systems with single campus set up.
- Updated help files.
05/08/17 :: v7.33
- Bring back setting “admin_delete_notes_history” to restrict deleting notes and contact history to admin or campus manager levels (default: no).
- Add user level restrictions on a record-by-record basis to: enrollment records, internship records, graduate records, employment records, notes, and contact history.
- Add “public” option to Lockstep Cohorts / Start Dates. This keeps the cohort active for staff, but hides it in the online application.
- Expand the staff logger to include more detailed activity.
- Metrics: added all contact dates of a single type when list grouped by person.
- Totally eliminate deleting person record so that records are archived if “deleted”, even if setting “allow_super_delete” value is Yes.
- General code cleaning and getting rid of depreciated methods.
- Bug Fix: poliARC “Personality” help bubble in Metrics -> Admin Activity overview wasn’t working.
- Bug Fix: JS date picker wasn’t updating day menu for values below 10.
- Bug Fix: Lockstep program structure transfer students not appearing if there was a make-up sheet with the same whole week value as the week number of their transfer out week number of their original cohort in which they were registered (phew, that was a mouthful).
- Updated help files.
04/24-27/17 :: v7.32
- Final stage of encryption method migration; implemented manually for each client.
- Add “manual subtraction” option for classroom attendance (allowing attendance deductions down to a single minute).
- Add visual date picker to new task forms.
- Add dynamic content code “ORIENTATION_DATE” to Docs & Emails templates.
- New user preference: “Completed Task Notice”: an email sent to a user if a task they were assigned was marked complete by another person who was also assigned that task.
- Improve school address selection for multi-campus installations based on person / student record.
- In Students / Grads filters list, add “Mine” as first option in Advisors filter menu.
- Remove PayPal and PayPal Direct (Pro) for all new installations.
- Bug Fix: print test questions list not displaying all questions if assigned to more than one test.
- Bug Fix: task calendar would lose “show completed” variable when switching between “mine” and “all” tasks.
- Bug Fix: possible insert error when creating a New Program Enrollment for current or graduated student.
- Update hosting environment to PHP version 5.6.29
- Updated help files.
03/09/17 :: v7.312
- Add user level restrictions to sensitive information fields as a system setting.
- Omit reg fee as a trigger to generate an auto late fee.
- Add “tell us who” field to inquiry forms and application if person selects Friend, Friend / Word of Mouth, or Student/Grad.
- Totally prevent changing a Cohort Code if a person record exists that’s applied status or higher and assigned to it (even if “edit_course_code” system setting is set to yes).
- Update Twilio screen shots in Help section.
- Change label of “student ID” vs “ID” field based on person status.
- Bug Fix: potential broken link when downloading grade sheet.
- Bug Fix: User and Dashboard job description field special characters.
- Bug Fix: User access checkboxes in Documents & Emails not updating correctly.
02/07/17 :: v7.311
- Phase two encryption migration, implemented for each client individually in February.
- Add sort grades by date only in student overview.
- Add -5 and -10 values to “subtract 15” attendance method.
- Display line items as hours:minutes in Attendance Report
- Update all remaining Student Portal code to mysqli.
- Update all code in Student Portal Management to mysqli.
- Update Stripe and Braintree libraries.
- Small updates to Student Portal CSS.
- Update 1098-T layouts
- Clean up code in Tests section.
- Clean up code in header.
- Add alternate GPA scale (to migrate as system setting).
- Updated event registration form URLs.
- Add minimum formatting export option to group survey results.
- Bug Fix: Days offset in single student attendance overview thrown off if system setting “monday_through_sunday” set to yes.
- Bug Fix: broken link in Manage Student Portal main menu.
- Bug Fix: unreliable reset time to check for system message from poliARC.
- Databases manually updated to verify encryption update.
12/29/16 :: v7.31
- General year end cleaning, UI updates, and bug fixes.
- New setting: project_guides_early_access. Defines how far before a cohort start date enrolled students can access project description files.
- New setting: attendance_alert_reply_email. Set a different reply-to email address for automated consecutive absence alert emails. Default: inquiry send / reply-to email.
- New setting: payments_alert_reply_email. Set a different reply-to email address for automated payment-related alert emails. Default: inquiry send / reply-to email.
- Added “number of guests” to event registration form and lists.
- Added inquiry auto-reply email to contact history list.
- Updated e-doc storage date directory definition to follow database setting.
- Updated system wide message to isolate by client domain.
- Limited consecutive absence alert emails: 2 per 30-day period.
- Small updates to Dashboard panel design.
- Bug fix: consecutive absence alert email sometimes not writing to contact history.
- Bug fix: Task Calendar would lose certain preferences when switching between view all, view month, show complete, etc.
- Bug fix: help video button in Payments section loading into iframe rather than help section.
- Bug fix: help video button in Tests section loading into iframe rather than help section.
- Bug fix: cumulative absence warning flag not always overriding default grade and attendance display in the Students / Grads list.
- Bug fix: year menus in Staff Scheduler not following year displayed on calendar.
- Consolidated common CSS.
- Updated help files.
12/17/16 :: v7.309
- Updated online test submit and student portal login functions that were not writing each action in the student logger.
- Removed student ID -> customer ID for Braintree transactions that could throw a “customer ID has already been taken” error.
- Updated Enrollment Status, Current Status menu to allow changing to Applied or Enrolled if applicable date already exists in the student record.
- Limited height of Dashboard boxes and added custom vertical scroll bar when required.
- Added two-month buffer to allow retroactive transfer record creation for lockstep programs.
- Removed notes from Admin -> Export Person records XLS files.
- Added minimum formatting option for Admin -> Export Person records to facilitate importing into Apple’s Numbers.
- Increased size if minutes field in the Individual / Externship attendance hours form.
- Added a list-based preview of 1098Ts.
- Bug Fix: payment method menu would null when invoice checkbox status changed.
11/16/16 :: v7.308
- Added function to dynamically omit attendance entries from the cumulative percentage calculation.
- Updated help files.
10/27/16 :: v7.307
- Added default start and end time settings for scheduling online tests.
- Added orphaned text message list and management option.
- Added pagination to bulk text-message list.
- Added procedure for admin users to log into the student portal on behalf of a student.
- Updated Contact History Icons Stream to visually delineate between incoming and outgoing text messages.
- Updated print student IDs function to accommodate 4×2, letter-sized custom layouts.
- Bug Fix: Student Resource category list wasn’t trimming whitespace on update.
- Bug Fix: potential broken link when downloading student assignments as admin if assignments are stored on the pS server.
- Bug Fix: Incorrect value for available question count in Tests -> “List / Edit Questions” search result.
- Updated help files.
09/23/16 :: v7.306
- Added date range filter in Students filter set (Enrollment, FSD, Orientation, and Employment Date)
- Added bulk SMS function to results in Search section.
- Bug Fix: Custom Payment Plan add new row not cooperating.
09/09/16 :: v7.305
- Updated “Pay Fees At Application” function so that it updates status to Enrolled if invoices paid for direct apply courses only.
- Applied same criteria if applicant pays invoices via the student portal rather than during application process.
- Small updates to application notification emails.
- Updated help files.
08/18/16 :: v7.304
- Added “Pay Fees At Application” function to lockstep cohorts and open enrollment programs.
- Updated link to view staff logger.
- Updated help files.
- Bug Fix: add make-up week link could break in some lockstep attendance books set ups.
- Bug Fix: 404 error displaying student ID photo if on second enrollment, and photo or original enrollment was deleted later.
08/06/16 :: v7.303
- Prepare application files for adding pay fees at application function to lockstep cohort and open enrollment program applications.
08/05/16 :: v7.302
- Added function so a negative value on Pass / Fail assignment displays as R (required); updated transcripts and grade overviews accordingly.
- Added Canada and country functions to Contacts.
- Assorted cleaning on files in Metrics and Manage Portal.
- Updated Help files.
07/09/16 :: v7.301
- CSV export or invoice and payment transactions added in: Payments -> A&R / Deposits
- Bug Fix: Student information header remained low opacity if loaded via clicking search results link in: Student Portal -> Student Search & Manage.
07/03/16 :: v7.3
- Dashboard added as user default page after log in.
- Added contact history icon stream to Admissions List rows and Notes / Contact history boxes.
- Added color theme: Flat Slate Blue.
- Added user preference to swap between regular or expandable header menu.
- Updated staff logger to drill down further down into site navigation.
- Changed duration of storage for staff logger entries to 5 weeks.
- Updated general interface behavior when links are clicked.
- Updated Attendance frame and div loading behavior.
- Updated log in and log out functions and behavior.
- Added additional “need help” and, “back to main website” links at early stages of online application.
- Added color notice indication if Payment Method menu rests due to changing an applied to invoice check box.
- Minor updates to all previous color themes; slight change to original header menu layout.
- Updated user preferences to store dashboard panel location and visibility.
- Extended system setting “admin_only_unassigned” so that it applies to new online application flag and visibility as well as inquiries.
- Updated help files.
06/10/16 :: v7.2525
- Updated Tests module so an individual test question can be assigned to an unlimited number of test topics (as opposed to original restriction of 3).
- Updated referral header check on submit inquiry for cross-domain ajax call.
- Bug fix: possible path to enrollment in lockstep programs did not create an enrollment reference record used for sorting admissions list. Added additional check at student ID creation.
- Bug fix: typo on create new user in online application.
05/29/16 :: v7.2524
- Added HR section when managing users: enhanced staff information, updated forms, securely upload related documents.
- Added “daily actions logger” to student portal to display sections visited as well as files downloaded, links clicked, and videos watched by students in the student portal.
- Updated WYSISYG email and document editor files.
- Restructured how pS calls Amazon S3 API in student records lists.
- Moved remaining enrollment doc storage to Amazon S3 except student ID photo.
- Activated versioning for all Amazon S3 files.
- Updated help files.
05/13/16 :: v7.2523
- Updated student resources options for controlling access to files, videos, links, etc. based on course, start date, curriculum week, and student status.
- Added option to make student resources temporarily inactive in student portal.
- Added virtual duplication of student resource records so that a single file can more easily be offered to students in multiple courses and programs.
- Added lockstep cohort code as search option student search box (to allow searching by cohort code if its end date is beyond the “course_search_buffer” setting).
- Updated help files.
04/27/16 :: v7.2522
- Added ajax update fields for student sheets / resources details in the student portal.
- Added additional flag in create new attendance sheet form if course within an open enrollment program has extended beyond the original course group end date.
04/15/16 :: v7.2521
- Second phase of date-limiting Grade Reference Records that indicate missing assignments and auto-applying a zero to the cumulative grade calculations. Stock transcripts and student overviews updated to omit missed assignments based on final status date of student in comparison to date of the grade reference record for the course or cohort. Master grade calculation functions updated accordingly.
- Added extra custom enrollment field checks to online application.
- Added clearer indication that form is processing when creating a new user via the online application.
- Added “All Currently An Inquiry Status” as add-on filter to date range search.
- Update login process to indicate if there’s a cookie issue.
- Minor cleaning of email-related functions.
- Bug Fix: view archived of email sent to an individual not correctly displaying time.
- Bug Fix: if student has two active enrollments, but no student ID photo in the original enrollment record, photo was not displaying when printing student ID card.
03/31/16 :: v7.252
- Added unsubscribe email(s) function.
- Added mandatory unsubscribe and contact information footer to bulk emails.
- Prevent partial refund process on any payment that has an unapplied amount.
- Added Missing Enroll Requirements filter to status filter in Admissions List
- Added custom_enroll_field_4 system setting.
- Updated help files.
- Bug Fix: error if special character exists in course code (Grades search results and class list PDF)
- Bug Fix: alternate email address remaining as an active CC if primary email address deferred by receiving ISP.
03/18/16 :: v7.2517
- Updated password email when creating new user via online application.
- Added single and combined status filters as an add-on to date range search in Search section.
- Updated cumulative grade calculations to not display anything in student portal if all grades entered are Pass / Fail. (Individual grades still display as list in My Grades section.)
- Added pass/fail notice to grade reference records in admin grades list overview.
- Added more options to enrollment document upload category menu.
- Minor UI updates, mostly text color where it was noticed contrast was poor.
- Bug Fix: if storing documents on Amazon S3, upload new e-doc for a contact record was creating a directory on the local server.
- Bug Fix: Quick Search for Industry and Student Referral Source in Contacts section throwing an error.
03/05/16 :: v7.2516
- Added additional file name rewrites during upload. Affected areas: upload attachments, upload email headers, upload files and projects, upload course materials, student upload assignments.
- Added person ID flag of original record and admin delete application option if online application exists, but person record deleted. Link takes to Search for reviewing notes and contact history.
- Added delete online application option for admin-level users if person record has been deleted.
- Bug Fix: issue deleting uploaded student assignments when logged in as admin in the Grades section.
02/28/16 :: v7.2515
- Updated Google Analytics API authorization method in the Metrics section.
02/21/16 :: v7.2514
- Added minimal formatting option for Excel exports throughout the system to support Numbers on Mac and iOS.
- Added GPA hover to Student List overview.
- Added additional Program Status (Grade, GPA, Attendance percentage) to Enrollment Status box.
- Added previous education comparison check to online application function to better support custom applications.
- Added date reference to Grade Reference Records (for future development: allow omitting GRRs if student withdraws from a program based on final status date).
- Added restriction for changing a student ID number: admin and campus manager levels only.
- Bug Fix: Student Sheets availability for week 1 was set to greater start date than rather than greater than or equal to start date.
- Bug Fix: Duplicate inquiry check on home page would cause an error if street address field contained special characters.
02/06/16 :: v7.2513
- Added “Week # Close” option to student sheets, files & guides form for increased control of file availability based on curriculum week.
- BugFix (possible): Student Search Form include file may have been corrupted on install of 7.2512, so is included again in this update patch.
02/03/16 :: v7.2512
- Added system setting to change number of weeks after the official end date of a lockstep cohort or open enrollment course that students can access files and project descriptions.
- Added initial “special search” to Search section (see help).
- Bug Fix: course drop down menu in student search form wasn’t correctly applying the course_search_buffer setting.
01/27/16 :: v7.2511
- Added check for custom applications if possible to update previous education fields, then do if OK.
- Added custom thank you message upon completion of online application as a system setting. Admin -> Campus Settings -> application_complete_message
- Added previous year to Student Portal Weekly Schedules entry form to allow retro-active externship entries.
- Added code START_DATE to certificate builder.
- Added course status update to Enrolled if payment made in student portal against corresponding course-tagged invoice in Applied status.
- Added extended information if error received when downloading large archive file.
- Added extended information if error received when sending individual email
01/20/16 :: v7.251
- Migrated infrequently accessed document storage to AS3.
- Added download archive function for additional e-docs classifications stored on AS3.
- Added system setting for AS3 region.
- Retired ‘encrypt_docs’ session variable and check (always on).
- Added program filter to bulk print of 1098T forms.
- Added exclude program(s) option to make 1098Ts available in student portal.
- Added course and program filters to Student Portal Resources list.
- Reduced time that password reset link remains valid.
- Replaced poliARC branded Flash animation in footer with image.
- Bug Fix: key sometimes missing from My Assignments list download links. (Plan 5.500)
- Bug Fix: Braintree trying to override check number on payment form.
- Bug Fit: Custom enrollment fields not displaying in optional filters menu if no optional enrollment fields activated.
- Updated help files.
- POLICY UPDATE: Storage limit for Student Portal and Course Materials: 500MB
01/14/16 :: v7.2505
- New Attendance setting: monday_through_sunday. Changes week layout to better accommodate courses that have a Saturday / Sunday schedule.
- Removed auto-open row function in Admissions and Students / Grads when only one search result.
- Added additional filter to the course start date report in Payments so uses can drill down to a single course within the start date range.
- Added Braintree API for credit card processing.
- Updated UI for credit card forms in admin and student portal.
- Updated visibility settings of certain fields for admin and superadmin in campus and system settings.
- Added pre-submit check for duplicate course code on new course form.
- Added better notice to registration records list of the record had been marked as a non-start.
- Added program filter to print all 1098-Ts function.
- New setting: 1098_include_fee_type that allows including admin and/or materials fees to 1098-T totals.
- Bug Fix: removeslashes missing in name fields.
- Bug Fix: hidden direct apply open enrollment courses displaying in course select menu on the application.
- Bug Fix: high school GPA wasn’t displaying correctly when printing application.
- Bug Fix: student login form not decrypting username after initial failed login attempt via iframe login form.
- Bug Fix: future and current courses menus sometimes not clearing height in Admissions and Students / Grads.
- Bug Fix: removeslashes when loading template into Docs & Emails editor.
12.29.15 :: v7.2504
- Changes to online application to give “more aggressive” instructions when a person is applying and paying in the same process.
- Added additional email notifications sent to staff if an application stops at any point in the process.
- Added open enrollment group ID and course code to invoices and payments during application process.
- Added group ID and course code to payment record when student pays in the student portal.
- First phase to migrate primary encrypt and decrypt function to new operating mode: applied to user passwords.
- Added flag in Admissions list if student status doesn’t match course registration status.
- Increases size of open enrollment course menu in new registration form.
- Added “days overview” PDF in attendance section. A sheet that gives an overview of total days attended and missed for each student in a course or cohort.
- Updated consecutive absence warning button size.
- Added “started online app” flag to new inquiry list for anyone who submitted the first step of the online application, but made it no further in the process.
- Added pS version number to admin login page.
- Added Partial Refund function to Payments.
- Added supplementary report to get AR overview and corresponding exports by course start date.
- Updated scroll-to-question when editing a skills test.
- Changed select skills test menu to be arranged by Program -> Course rather than just course.
- Bug Fix: OE start dates without a course code appearing as an option in the filter list.
- Bug Fix: Refund layout, total liability was displaying 3 decimal points.
- Bug Fix: Certificate Builder not initially displaying image 2 when loading a saved certificate.
- Bug Fix: Edit Invoice form not changing opacity in Chrome.
- Updated help files.
- New getting started video for Payments section.
12.10.15 :: v7.2503
- Added references to any direct apply courses when processing payments with Stripe
- Added above-mentioned course code to AR ledger export in Payments.
- Added confirmation email to admin for direct apply courses after successful payment.
12.04.15 :: v7.2502
- Added option to make skills test inactive.
- Update My Grades menu in student portal to omit any non-registered courses.
- Change student search by course in Certificates section to use same function as Search (gives broader results).
- Added current status to online applications list.
- Bug fix: addslashes on SMS text message replies in contact history and bulk SMS replies sections.
- Bug fix: points possible sometimes not displayed when viewing skills tests results.
11.25.15 :: v7.2501
- Date range filter added to Admissions List builder so users can further drill down based on inquiry, application, or enrollment date.
- New field for person record: payment_due_notice.
- A yes/no flag, Admin Invoice Notice, added to student overview of the Payments section. Yes results in the email address in Payments -> Settings to be sent a notice email the morning that particular student has an invoice due.
- “Invoices Due TODAY” added as default view for the Overdue Invoices list.
- Updated help files.
- Updated cron jobs.
11.21.15 :: v7.25
- Skills Tests added to the Tests Module (primary and mobile module versions).
- Open enrollment Courses allowed to be assigned to more than one Program.
- Bug fix in deposits layout.
- Send count added to bulk SMS overview list.
- Update to Orange / Blue and Paper skins.
- Additional JS checks to Payments module forms.
- Update to S3 backup expiration rules.
- Update Course Materials and Manage Student Files menus to accommodate hidden programs.
- Bug fix to student portal login if login failed via the iframe (username encryption).
- Bug fix to attendance form if overlapping courses of the same section within the same Program.
- Bug fix on Application: new user form submit JS not working if show country system setting active.
- Database updated to 7.25.
- Help files updated.
- POLICY UPDATE: poliARC does NOT store backup packages more than 45 days on the poliSCHOOL server. Clients are responsible for regularly downloading backups from the Admin section if they want to have database backups older than 45-days stored offline.
11.04.15 :: v7.22
- New Service Plan: Plan 5.500. P5.500 adds 500GB of storage on Amazon S3 for certain file types: course materials, student portal resources, project guides, and uploaded assignments so that schools can store and stream larger files for students and staff.
- Added dynamic Country option for forms: inquiry, contact boxes, online application, emergency contact, etc.
- Added Home Country system setting to better facilitate default State / Province and Country menus between Canada and US.
- Added Canadian currency support for Stripe merchant account.
- Updated loading method in some areas of Admin section.
- Updated help files.
- Various minor updates to improve performance.
10.24.15 :: v7.2107
- New settings: restrict_access_to_school_ip and allowed_of_site. Combined, these restrict STAFF access to the system by user level and IP address.
- Added pop-up alert if an error is returned from Twilio when sending a text message.
- Improved method to create lecture / lab split menu values on attendance sheet (15-minute increments)
- Added “end-before-start” time check when scheduling new MC tests.
- Bug Fix: Form submit hang if on Mac+Chrom in the Admin section (referral sources, and a couple settings forms).
10.20.15 :: v7.2106
- New attendance setting to further control how attendance sheets for Open Enrollment courses create the student list: by group ID only . This uses only the specific start date record, which therefore omits any special registration dates records and/or concurrent courses of the same schedule that also have the same section number. (Setting location: Attendance -> Attendance Settings -> oe_group_ID_only. Default: No.)
- Minor updates to CSS on Attendance mobile module for tablets.
- Better auto-date select when creating first attendance sheet for an open enrollment course.
- Changed order of open enrollment course registration menu(s) to date descending (formally by date ascending).
- Updated ajax function that loads active course sections into sections menu when creating and updating an OE course registration records (bug fix: former function would display two section 3s if it had registrations, but no there were no registrations in sections 1 and 2).
10.18.15 :: v7.2105
- Add custom exports to individual print document list.
10.15.15 :: v7.2104
- Add fax field to Contacts & update database accordingly.
10.08.15 :: v7.2103
- Header menu update for dynamic custom modules
- Course-related files update in admin to better display relationship between OE Courses and OE Course Schedules
- Admissions and Students section list filters updated to better accommodate independent course statuses.
- Attendance sheets updated to better accommodate independent course statuses.
09.26.15 :: v7.2102
- Added “print name” value for courses and programs to PDF prints of attendance sheets.
- Added instructor field for lockstep and open enrollment course set up.
- Auto-insert name of linked instructor in fields when creating new attendance sheets.
- Bug fix: if a registration record status changed to non-start, then back to an active status, the system did not “un-void”.
- Added custom modules string as system setting; updated main menu to accordingly.
- Added additional checks to all inquiry forms for extraneous spaces in emails.
- Added secondary campus ID check to online application based on program.
09.19.15 :: v7.2101
- New dynamic content codes to personalize program and course hours in documents and emails.
- Added permanent Alt. Email field for person records.
- Updated email functions to CC Alt. Email.
- Bug fix: auto-assign student ID not calculating correctly if single campus mode in the Search Section.
- Minor interface updates and cleaning in Tests Mobile Module.
08.22.15 :: v7.21
- Add CIP codes to OE courses within a program.
- New system setting: restrict course hours. Applies to lockstep programs by course only, this prevents teachers from applying more class hours to a single course than is listed in its settings.
- Apply restrict course hours function to create new attendance sheet form.
- Bug Fix: mobile modules student search form, LS cohorts not appearing if multiple campuses active.
08.16.15 :: v7.209
- Add student ID photo crop after upload.
- Update login based on display birthdays user setting.
- Add Recruiter + Payments user level permissions option to SMS and Bulk emails.
08.11.15 :: v7.2081
- Add custom student ID layout as system setting.
08.08.15 :: v7.208
- Add funding source tracking for invoices.
- Add funding source tracking for payments.
- New user level: recruiter + payments.
- New payments setting: funding_source_tracking (yn)
- Moved birthday search function out of task calendar process to speed loading.
- Updated login and sessions set processes.
- Changed bulk email archiving policy based on enrollment information.
- Bug fix applying payment to invoice string if selected out of order.
- Bug fix: email subject line not getting stored in individual email archive.
08.04.15 :: v7.207
- Use alternate download of backup for files for larger than 500MB.
- Add email check to booking confirmation email in student portal.
- Increase max-per-send in bulk email to 350.
- Permissions updates for AS3 settings in Admin.
- Update help files.
07.28.15. :: v7.206
- Amazon S3 download backup archive links added to Admin.
- Bug Fix: “&” url encoding issue if in course code of open enrollment courses.
- Bug Fix: installations with admin section on a subdomain getting bad links in student search results.
07.27.15 :: v7.205
- Amazon S3 class for fully automated backups of attachments.
- Database updated accordingly.
- Admin system settings updated; superadmin only edit S3 settings.
07.24.15 :: v7.204
- In the Grades section: bulk print transcripts for all students in a cohort (lockstep programs) or course (open enrollment programs).
- Conversion code for application and inquiry added as campus setting; replaces custom layout option.
- Added payment applied vs. payments made to Payments -> Student Overview.
- Added system-wide notification function (for messages from poliARC).
07.05.15 :: v7.203
- Direct apply and pay added to online application (open enrollment course start dates only).
- Secondary status field added to open enrollment courses.
- Click tracking added to bulk emails.
- Stripe virtual terminal integrated with enter payment form.
- Stripe transactions account ledger added for admin / accountant users.
- Updated login page and color styles in student portal.
- New payments setting: Hide voided transactions.
- New payments setting: Admin only void and edit transactions.
- New payments setting: Allow partial payment in student portal.
- New course settings: maximum enrollment, reg fees, course fees, materials fees, direct apply.
- New campus settings: auto assign student ID number value (numeric), and auto assign student ID during online application.
- Minor updates to admissions and students / grads JS files.
- Additional mysqli transaction-based processes for invoicing, payment, and refund processes.
- Updated help files.
06.07.15 :: v7.202
- Added separate status for open enrollment registration records
- BETA version of admin Tests mobile module.
- Various bug fixes.
- Handful of updated icons.
05.20.15 :: v7.201
- Cleaned Certificates module code.
- New option to schedule tests for subsets of students within a single cohort or course.
- Updated meta table queries in common layouts to accommodate table index update.
- Added staff user check in bounced email process.
05.17.15 :: v7.2
- Mobile Modules introduced for: Attendance, Grades, Search, Staff Schedule, Weekly Schedule, and Inquiry.
- Postmaster function and mailbox added for manager-level users to view bounced and rejected emails.
- All outgoing mail functions (manual and automated) are authenticated (SMTP) and sent though a postmaster account of the domain on which the pS system is installed.
- Attendance sheet updated to use P A or O entry method.
- Additional form checks to new user form.
- Bug Fix: calculate quarter hours function error if none exist when creating new lockstep cohort.
- Bug Fix: disappearing notes iframe when viewing new inquiry in Home section.
- Bug Fix: LOA status not appearing on PDF versions of attendance sheets.
- Updated help files.
04.28.15 :: v7.115
- Rotating encryption keys password update.
- Additional warning added to Lockstep attendance books if all curriculum weeks have been entered for a cohort.
04.17.15 :: v7.114
- Cleaned layout for admissions activity overview.
- Added FSD date to Graduate Status box.
- Bug fix: in task calendar if marked task as complete, fixed so the new task button remains active for that person.
04.12.15 :: v7.113
- SMS integration with Twilio account APIs.
- Entering student ID number automatically makes it the student’s temporary password in the student portal.
- Bug fix: if creating invoices from standard payment plan that has no tuition, it no longer creates a 0.00 tuition invoice.
- Updated duplicate submit checks on inquiry forms.
- Additional iframe inquiry forms added that list only mobile phone.
- Allow creation of invoices if student has a student ID number, but not yet reached enrolled status.
- New user preference in My Info to receive email notice of SMS reply.
- Tab indexes fixed on attendance sheet so tab key selects menu down a row rather than across.
- Person and student header core files updated to accommodate SMS functions.
- Contact history update to include SMS conversations.
- Updated notices and alerts.
- Updated CRON actions to include text notices of Alert Tasks.
- Updated student My Info form.
- Database update: new settings for Twilio API in SMS -> Settings.
- Minor updates to admin, pS, students, admissions, search, home, and mailIt js files.
- Moved person info in task calendar tasks to common layout version.
- Updated help files.
04.05.15 :: v7.112
- Stripe online credit card processing API integrated into student portal.
- Database update: new settings for stripe API in Payments -> Settings.
- Updates to help files.
04.02.15 :: v7.111
- CSS updates to Paper theme.
- Attendance module code cleaning / consolidating.
- Layout update for email button in search results lists.
- E-doc type insert and update functions: add POST file check prior to creating directory.
- Updates to student invoices & payments overview.
- Change rule for locking course menu on post-applied status records.
03.31.15 :: v7.11
- Minor bug fixes and CSS updates.
- Update to create and edit courses in admin to better facilitate module weighting.
- Year-Month based storage change for student assignment uploads.
- New function: New Program Enrollment for enhanced management of students who enroll in multiple programs and/or re-take the same program as a new enrollment.
03.25.15 :: v7.101
- Minor bug fixes and CSS updates.
- Added more options to date range option in Search section.
03.23.15 :: v7.1
- Updated directory structure for storing e-documents for enrollment, employment, internship, graudate, and grade sheets.
03.22.15 :: v7.09
- Split sent time vs. scheduled time in bulk emails archiving for person records, scheduled list, and metrics.
03.20.15 :: v7.08
- Bug Fix: updated add new graded item function to automatically select module number of selected course if lockstep program type is set up to calculate GPA by course.
03.13.15 :: v7.07
- Pop up raw access logger view added to Admin / Manage users.
- Bug fix for grades overview, open enrollment displaying N/E if not all grade types entered.
- Added inquiry and enrollment by area code graphs to metrics.
03.08.15 :: v7.06
- Add additional new application flag in secondary header menu and clear flag button in application list.
- Add vertical layout for student login iframe form.
02.28.15 :: v7.05
- Bug fix: mobile or home phone display in list row for admissions, replacing double inquiry date.
- Default list for students and admissions section print as PDF if list size is under 40. If over 40, it outputs as HTML.
02.21.15 :: v7.04
- Additional responsive CSS for all themes.
- Add manual email work schedule to staff scheduler.
02.11.15 :: v7.03
- Added category to enrollment docs and updated related files.
- Added Person Info .xls export default to Admissions & Students lists.
02.10.15 :: v7.02
- Added bulk print 1098T Copy A (beta).
02.09.15 :: v7.01
- Search: added employment statuses to quick search and search results.
- Improved name format correction on inquiry forms.
- Changed e-doc lists animations to window.load.
02.07.15 :: v7.0
- Students / Grads module added.
- Scheduling and editing functions added to bulk emailer.
- Custom Fields, Employment Status, and Funding Source subsets added to sorting list-building filters (Admissions & Students / Grads).
- Custom email header and attachment options added to MailIt. (Docs & Emails settings)
- Updated layout for MailIt.
- New permissions and system settings for: Admissions, Docs & Emails, Metrics. Applicable settings originally located in Admin -> System Settings moved to their respective section.
- Drop down menu added for exporting multiple custom layouts of Admissions & Students / Grads lists.
- Automated updates run nightly.
- New themes: Paper, Blue & Orange.
- Core themes updated.
- New admin login page.
- New e-doc forms and list layouts.
- Secondary time added to staff schedule entry (updated emails and calendars accordingly).
- New fields: Orientation Date, Advisor, Active Alumni, Gave Testimonial, Staff Potential, Employment Date, Employment Status
- Metrics job placement rate uses Grad Status Employment Date field, rather than employment record date.
- Metrics adds internal bulk email and filtering by lead owner.
- New system settings: Custom Field 1, Custom Field 2, Custom Field 3, Funding Subsets
- New program setting: Custom Transcript Fields.
- Merged shared JS, ajax functions, and common layouts for Admissions, Home, Search, and Students / Grads sections
- Assorted code cleaning, updating, and bug fixes.
- Help file updates.