CAMS Enterprise Update Release

Transcription

1 CAMS Enterprise Update Release Revision Date: 02/03/2010 This document describes the items that are being deployed in the CAMS Enterprise Update Release. Enhancements, modifications, and system corrections are included and are categorized primarily by module. Those items needing CAMS Manager attention have been noted as such. For additional, detailed information and instructions on the functionality additions and changes, refer to the online help files located directly in the CAMS Enterprise application and/or the updated PDF manuals which can be downloaded from the CAMS Community Website. Note that portal updates are not automatically installed on your site and must be applied by your institution. General 1. A previous update introduced an issue where users received an error when attempting to search for students using their SSN. Users can now search by SSN in all student select windows. 2. Enhanced CAMS so that users can now select between the default 800x600 window size of opened task windows or a larger 1024x768 window size for newly opened tasks. This option may be selected from a drop-down on the CAMS Enterprise home page under the Tasks for CAMS section and can be changed at any time during a users session in CAMS. 3. The overall look and feel of CAMS Enterprise has been improved. The background colors have been changed; the CAMS Enterprise logo has been changed throughout all windows. HTML tags can now be used in the CAMS Configuration FERPA Warning Text; this will enable clients to create bulleted lists, bold or colored text highlights, for example, in order to bring attention to particular portions of the FERPA statement. Admissions 1. Two new reports have been added to the Prospect BYOR. These new reports will display only the Prospect s activities that are within the Activity and/or Completion dates criteria selected. The reports are direct connect type reports which load faster and are easier to customize. CAMS Managers will need to CAMS Managers will need to add the following lines to the rptadmprospectbyorreports.ssi file located in the SSI (college database) and SSI2 (training database) folders. SSI files are plain text files and must be edited with a plain text editor such as Notepad. <option Value="1054~reports\ProspectActivityDetail_1054.rpt~ProspectBYORType1001.asp">Activity Detail by Recruiter (Only activities within date criteria)</option> <option Value="1054~reports\ProspectActivitySummary_1054.rpt~ProspectBYORType1001.asp">Activity Summary (Only activities within date criteria)</option> 2. Improved the Prospect Merge functionality. All Prospect Maintenance fields will now be merged from the child record into the master record during the merge. Any fields that were populated in the master record will retain the values from the master record. Fields that were populated in the nonmaster record will be populated in the resulting merged prospect record.

2 3. Prospect and Student modules have been enhanced by adding multi-nationality tracking through the new Prospect Citizenship and Student Citizenship tasks. Multiple citizenships can be entered recording country, effective dates, Tax ID or SSN, Alternate ID types, and National IDs. New report criteria has been added to BYOR windows to facilitate reporting on multiple citizenships. Registration 1. The User Defined Logical check box fields in Student Status allowed NULL values in the SQL table. This sometimes caused the fields to appear checked even though a user had not checked them. The SQL table now defaults to 0, or unchecked, for these fields. 2. A new labels report has been added to the Print Roster window. This label report uses the standard Avery 3 across label format. This report groups labels by course (Department, CourseID, Course Type, and Course Section) with a page break after each course. The page break will occur even if the previous page does not have all labels populated. Students meeting selected criteria that are in multiple courses in the report will have a label printed for each course. CAMS Managers will need to add the following line to the rptregrosterreports.ssi file located in the SSI (college database) and SSI2 (training database) folders. SSI files are plain text files and must be edited with a plain text editor such as Notepad. <option value="1000~reports\regrosterlabel3across.rpt~regrosterlabel1000.asp">roster Labels 3 Across</option> 3. The Transcript Maintenance window Dropped tab was not correctly sorting the grid. All Transcript Maintenance tabs now sort in descending order by the Sort Term as defined in the Term Calendar reference table. 4. For South African schools, when creating a new Master course then adding additional settings, upon reopening the course detail, the Department and Module number were blank. The course detail is now correctly retained. This only affects South African schools. 5. The Ad Astra import would cause duplication of data if the import file had the FacultyID entered twice for a course schedule (such as the same faculty scheduled for the same Schedule/Room Assignment when the Ad Astra was originally exported). The import process will now compensate for multiple occurrences of FacultyID.

3 Billing 1. The Combined w/detail Schedules statement was incorrectly requiring the user to select a Payment Plan Term on the Print tab. This was caused by the Aging with Payment Plan report using an incorrect option value in the SSI file. Users will now only be required to enter a Payment Plan Term for those reports that utilize the Payment Plan. CAMS Managers will need to remove the following line in the rptbillingreportsstatements.ssi file located in the SSI (college database) and SSI2 (training database) folders. SSI files are plain text files and must be edited with a plain text editor such as Notepad. <option value="1005~aging~reports\billstatement_1000.rpt~billstmtrpttype1000.asp">aging with PaymentPlan</option> Then add the following line to the rptbillingreportsstatements.ssi file located in the SSI (college database) and SSI2 (training database) folders: <option value="1006~aging~reports\billstatement_1000.rpt~billstmtrpttype1000.asp">aging with PaymentPlan</option> 2. The Billing receipts have been enhanced by upgrading the receipt reports to direct connect type reports which load faster and are easier to customize. Also, the receipt reports now use SSI files which will allow clients to add multiple customized reports for user selection. No CAMS Manager action is required for these reports to be available to users. The new SSI files will be automatically be added to the college and training database. For clients with additional databases licensed, the SSI files will need to be copied to the following folders for those additional databases. (ONLY for databases other than CAMS_Enterprise and CAMS_Enterprise_Test) CAMS Managers will need to copy the following SSI files from the TRSRptSSI folder to the SSI folders assigned to any additional licensed databases: rptstudentbatchreceipt.ssi (Billing Batch Student & Cashier Entry Receipts) rptnonstudentbatchreceipt.ssi (Billing Batch Non-Student Receipts) rptstudentledgerreceipt.ssi (Student Ledger Receipts) rptnonstudentledgerreceipt.ssi (NS Ledger Receipts) 3. The Update introduced an issue where when printing the 1098T form users may receive an error or the report may print with an incorrect "filers" address. In some cases, the report printed correctly. This was dependent on the version of Crystal Reports installed on the CAMS Enterprise server. Three Rivers Systems sent an to CAMS Managers regarding this and made the corrected file available on CAMS Community prior to this Update. The 1098T reports will now print without error and with the correct address. No CAMS Manager action is required for this correction even if you have already replaced the asp file with the download from CAMS Community. 4. Payment Plans have been updated to round to the nearest cent instead of the nearest dollar when assigning a payment plan to a student.

4 Financial Aid 1. The Update introduced an issue where selecting an Award Type on the Criteria tab of Financial Aid >Transfer would cause the Transfer function to display no awards for transfer even though there were awards that met the selected criteria. This occurred only after generating SSIs from Lookup Tables. The temporary work-around was to generate the Award Reference SSI prior to using the transfer function. This has been corrected; users may now select any transfer criteria without first generating the Award Reference SSI. 2. Document Tracking items were not displaying the correct Financial Aid Year in Financial Aid Maintenance >Documents tab. This occurred only when the Academic Year had multiple Financial Aid Years; the Document Tracking items did display the correct Financial Aid Year in the Financial Aid Document Tracking window. The correct Financial Aid Year now displays correctly in both Document Tracking and Financial Aid Maintenance Documents tab. 3. Updated COD Message Import and Message Viewer to import and view PGRC11OP message class files. 4. Enhanced Single Packaging. Each award in an Academic Year / Financial Aid Year can have its own distribution settings using either the default as set up in Yearly Setup or a custom configuration. For example, this will allow an award to be split among 3 distributions in a 4 distribution Award year and allow the award to be in the same package as awards using all 4 distributions. Existing awards can be modified or deleted from the Single Package window, provided the user has the proper permissions. Award rounding now conforms to COD rules. 5. Enhanced Financial Aid by adding COD Award Headers to the Financial Aid Maintenance Awards tab. This allows users to record the Ability to Benefit information for students seeking federal financial aid who did not graduate from high school as outlined in the COD Technical Reference Implementation Guide. Housing 1. Housing Room Refunds was displaying an error upon clicking Find. This has been corrected. Development 1. Development has been enhanced by adding multi-nationality tracking through the new Constituent Citizenship task. Multiple citizenships can be entered recording country, effective dates, Tax ID or SSN, Alternate ID types, and National IDs. New report criteria has been added to BYOR windows to facilitate reporting on multiple citizenships. Faculty 1. An error occurred when sending from Faculty BYOR Message report. s may now be sent without error from the Faculty BYOR. 2. The Faculty module has been enhanced by adding multi-nationality tracking through the new Faculty Citizenship task. Multiple citizenships can be entered recording country, effective dates, Tax ID or SSN, Alternate ID types, and National IDs. New report criteria has been added to BYOR windows to facilitate reporting on multiple citizenships.

5 CAMS Manager 1. New configuration options have been added to Faculty Configuration: Allow Gradebook Assignment Weighting and Allow Gradebook Export. Enabling Gradebook Assignment Weighting will allow the Faculty to choose whether to apply weighting to individual Assignments in addition to the current Category weighting. Enable Allow Gradebook Export to provide the Faculty to export a CSV file for individual students or all students in a course. The Student URL field has been moved to the Faculty 2 tab to improve grouping of Course Management items. 2. Forum Portal users were able to see and access inactive Topics. Topics can now be inactivated and Forum Portal users will not see them. 3. Blackbaud Financial Edge GL Output Type has been added to CAMS. Tools 1. The Student and Faculty Picture upload functionality has been improved. Picture uploads now write the file from Component Services. 2. COD Export files containing students with only a DLPLUS loan and without an active ISIR were not validating correctly from COD Export. Exports with students in this scenario will now validate correctly. 3. Enhanced Financial Aid by adding functionality to import ISIR Direct into multiple Financial Aid Years. To facilitate this, queries can now be created in the Packaging Query Builder that will be used during the ISIR Direct import. Queries may be built that define students based on a particular Program or GPA Grouping, for example, where the imported ISIR should be applied to a particular Financial Aid Year. During the ISIR Direct import, any queries defined as an ISIR Batch Job in the query will loaded and run. ISIR records existing in the import file for students defined in the queries will be imported into that Financial Aid Year. 4. PowerFaids import has been changed to conform to COD rounding rules for Direct Loans. 5. Updated COD Message import and Message Viewer to import and view PGRC11OP message class files. 6. Update introduced an issue where documents could no longer be added to Doctrack Autoload. This has been corrected. Documents can now be added to Doctrack Autoload. 7. The Student Intent for the CBM001 Texas State report is now pulled from Attendance Reason in Student Admissions Information. 8. The COD Export has been updated to support the Award Year.