CAMS Enterprise Update Release

Transcription

1 CAMS Enterprise Update Release Revision Date: 07/01/2011 Important Update Notices Financial Aid This update includes improvements with Financial Aid Packaging that require changes in Financial Aid >Setup >Award Reference for every award. To better facilitate this for our clients, Three Rivers Systems, Inc. has provided a SQL script below that can be ran on your database to make these changes so that your Financial Aid personnel do not have to make the changes manually to each award. After updating to CAMS Enterprise , all awards must be changed, either manually or by running the provided SQL script, before any further packaging is run. See item number one in the Financial Aid section below. ***CAMS Manager Action Required CAMS Managers will need to run the following SQL script to automatically change award settings as required by this update. set IncludeRemainingNeed = CAST(1 as bit) set IncludeAltRemainingNeed = case when CodAwardType in ('DLUnsubsidized','DLPLUS') then CAST(1 as bit) else CAST(0 as bit) end 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.

2 General 1. Multiple Currency functionality has been added to CAMS. Any currency type may be entered into CAMS, any of which can be the base system currency. Multiple currency types may be set up, each with its own exchange rate that can be set on a daily basis if the currency exchange rate changes. New reports have been added to report on currency types and exchange rate history. Transactions may be entered in all areas of CAMS for Students and Constituents, where the user may select the Currency Type for the transaction and CAMS will convert the amount to the system Base Currency type. Multi-Currency reports have been added to Billing Batch, Cashier Entry, Student Ledger, and NS Billing Ledger. See the Multi-Currency.pdf file for step-by-step instructions. ***CAMS Manager Action Required CAMS Managers will need to contact if you wish to enable Multiple Currency. Admissions 1. The HS Graduated date field did not transfer from Prospect to Student records when loading a Student from Prospect. The HS Graduated date now transfers correctly. Registration 1. Registration has been enhanced to allow the Registrar to override the calculated earned credits to college level by manually creating a status record for the term being registered for a student, then manually setting the college level to the elevated level. This can enable a student to register during a Schedule Registration period during a time set for a college level above the actual calculated college level for the student. A possible scenario would be that a student's earned hours is just short of being elevated (for example, 1/2 an earned hour) and petitions the Registrar that they should be allowed to register as part of the elevated class. 2. In Offering Maintenance, Allow Drop in Portal and Allow Withdraw in Portal have been separated into individual configuration items. When using Standard Plus Refund Policy, the Last Drop Date and Last Withdraw Date will be used to determine if a course may be dropped or withdrawn from the portals. Please see Registration Setup.pdf for details on how these dates function with the drop and withdraw configuration items in Offering Maintenance. 3. A new configuration option, Limit Auto-Populated Groups by Student Transcript, has been added to Degree Audit Setup. This option can be used if you use SQL statements to populate Groups automatically and have large numbers of courses in those groups. This functionality will help prevent the SQL log file from filling up when using Mass Update Audit in this scenario. 4. The functionality provided in the Grade Book has been replaced by the Course Management Administration Portal. Assignments, midterm, and final grades will continue to be viewable from CAMS Grade Book as they are entered from the Faculty Portal or the Course Management Administrative Portal. 5. Waiting List reports were sometimes timing out causing CAMS to appear locked. This has been corrected; Waiting List reports will no longer time out. 6. An error sometimes occurred when adding/deleting Student Programs for Term records in Student Status, although the change did save correctly. Records may now be added or deleted without error. 7. The Single Column Transcript incorrectly duplicated the Major 2 and Major 3 fields in the Minor 2 and Minor 3 fields. Majors and Minors are now printed correctly on the transcript as entered in the Student Degree.

3 8. The Cumulative Only by Student Grade Summary report was not displaying the Cumulative GPA correctly. Cumulative GPA is now correctly displayed on this report. 9. Update introduced an issue where withdrawn or dropped students did not display on Attendance reports even though attendance had been entered. Withdrawn and dropped students now display correctly on the Attendance reports if attendance has been entered for those students. 10. When a course being registered in a term had a corequisite formula, the student had not already met the corequisite, and none of the corequisites for the course being registered were offered in the term being registered, CAMS would register the selected course without prompting the user. Now, when the Check For CoRequisites parameter is selected and this situation occurs, CAMS will prompt the user that the corequisites have not been met. Billing 1. Changed the text on the Billing Authorize Results tab to more generically describe to users that by clicking the Process button student records will be updated to perform the actions selected on the Names tab. 2. In certain occurrences, changing an Extended Document for an existing transaction would cause an Extended Document other than the one selected to save. Extended Documents will now save as selected in all transaction areas. 3. A new GL Output Type, Dynamics AX Multi-Currency, has been added. General Ledger and Accounts Payable export files are created as semicolon delimited files. 4. Improved the process used when creating new Billing Address Types. Now, when creating a new Billing address, the Billing Category will automatically populate with the selection that is already in current Billing Addresses. This will help avoid inadvertently leaving a new Billing addresses Billing Category blank thus changing all other Billing addresses records. Changing the Billing Category in any Billing Address Type, whether active, inactive, or creating new, will change the Billing Category in all Billing Address Types. 5. New criteria, Cohort Groups, has been added to the Selection tab of Billing Statements which can be utilized to further define multiple students when printing statements.

4 Financial Aid 1. Financial Aid Setup has been improved to better comply with Department of Education calculation requirements. In Setup >Award Reference detail, the checkbox Include Alt Remaining Need has been removed and Include EFC has been added. Typically, all awards should pay down need therefore all awards should have Include Remaining Need checked in Award Reference detail. As Unsub and Plus loans may still be obtained by students when need is zero, where students can borrow up to their EFC amount (Alt Primary EFC in CAMS), Include Remaining Need and Include EFC must be checked for Unsub and Plus loans in order for Packaging to award these loans correctly. has provided a SQL script below to make these changes automatically. After updating to CAMS Enterprise , all awards must be changed, either manually or by running the provided SQL script, before any further packaging is run. Please see the Financial Aid documentation for details. ***CAMS Manager Action Required CAMS Managers will need to run the following SQL script to automatically change award settings as required by this update. set IncludeRemainingNeed = CAST(1 as bit) set IncludeAltRemainingNeed = case when CodAwardType in ('DLUnsubsidized','DLPLUS') then CAST(1 as bit) else CAST(0 as bit) end 2. Additional values for Dependent rejected and Independent rejected have been added to the Financial Aid Status record. These values may be manually set or will be set by ISIR Direct import. 3. Enhanced ISIR Direct import by adding a new configuration option, Import All Duplicate Transactions, on the Import tab. Previously CAMS imported all duplicate ISIR records; these duplicate transactions will no longer be imported automatically. To maintain backward compatibility for clients that wish to import duplicate transactions, users may check this option upon import. This configuration option can be useful if you wish to import a previously imported ISIR record to update student records or the ISIR holding table. For example, a record may not have been checked as inactive in the previous import but you wish to import it as active. 4. The ISIR Direct import has been enhanced with a new report. Users may now print a report that will display all previously imported ISIR files. This can be useful to determine if a file has already been imported. Note that ISIR files imported prior to the update cannot be listed. 5. The Full ISIR Report in Financial Aid Maintenance has been improved. Comment Codes are now displayed on the first page and fields that previously displayed only the code number now display the text correctly. 6. Enhanced the functionality which imports ISIR records from the ISIR holding table. Previously when adding a new student record with a Social Security Number that matches a record (or records) in the ISIR holding table, those ISIR records were imported into the student s Financial Aid Maintenance. Now, in addition, updating an existing student record SSN, where the SSN may have been missing or incorrect, will also import any matching ISIR records from the ISIR holding table. 7. Enhanced the Financial Aid Maintenance ISIR tab. For ISIR records that have been imported, highlighting the record in the grid will display the ISIR import file the record was imported from. 8. The Financial Aid Maintenance Full ISIR Report was incorrectly using the Students # of Family Members ISIR data for both Student and the Parents Number of Family Members field. The report now uses the correct ISIR data for each field.

5 9. If a student exceeds the combined subsidized and unsubsidized Lifetime Max (Unsubsidized Lifetime Max in CAMS Lifetime Limits), the student no longer qualifies for both subsidized and unsubsidized loans. Prioritized Packaging was allowing subsidized awards in this situation. Prioritized Packaging will no longer award subsidized or unsubsidized awards when a student has exceeded the combined lifetime limit as set in Financial Aid Lifetime Limits. 10. When additional summer Pell was exported via COD Export, the students original Pell disbursements were zeroed out and left the student with the amount that was awarded for summer. When additional Pell is exported, the original Pell disbursements are no longer affected. Note that additional Pell must be a separate Pell Award Type in CAMS, the COD Award Type must also be set to Pell and the Additional COD Eligibility Award check box must be checked. See the Financial Aid Setup documentation or the CAMS Enterprise help files for detailed information. 11. When packaging based on student load, Prioritized Packaging was incorrectly basing Pell on the first Term only within a Package therefore awarding Pell for all terms based on that load. For example, this could cause students with the first term as half-time and other terms as full-time to receive Pell for all terms based on the half-time term when the package was ran based on Student Load. Packaging will now correctly award Pell based on the actual load for each term within a package. Health 1. Several new fields have been added to Health Maintenance. Varicella 1, Varicella 2, Varicella Titer, Hepatitis B Titer, and Hepatitis Refusal Date fields have been added to the Test tab; these new fields are also reported in the Detail Report. CAMS Manager 1. A new GL Output Type, Dynamics AX Multi-Currency, has been added. General Ledger and Accounts Payable export files are created as semicolon delimited files. 2. A new configuration option, Bypass Degree Audit Checking, has been added to Student Portal Configuration which, when enabled, will allow students to register for any course that would normally be restricted by their Degree Audit. This option will not bypass pre-requisites or Faculty approval requirements that have been set. 3. Official Payments Online Payment Provider has been added for the Application Portal. Please see the Online Payment Setup document for step-by-step setup instructions. 4. Although Role Administration Role Name entries are limited to 40 characters, CAMS allowed user to enter over 40 characters in the field which caused an error upon saving. CAMS now correctly restricts the Role Name field to the allowed 40 characters. 5. Update Release introduced an issue when enabling the Include Ungraded Courses When Determining College Level in Student Portal Configuration, CAMS was not calculating the ungraded courses to extrapolate the College Level for students when Schedule Registration was enabled. For example, a Freshman with enough ungraded credits to elevate them to Sophomore was only allowed to register during the period scheduled for Freshman and was not allowed to register during the period scheduled for Sophomore. CAMS will now correctly calculate ungraded courses for Schedule Registration if Include Ungraded Courses When Determining College Level is enabled.

6 Tools 1. When using Include Only Students in Campus criteria, Billing Refunds was using the Refund Transaction Term value rather than the Include Student Registered in Term value to determine the students Campus. CAMS will now use Include Student Registered in Term value, if populated, to determine the students Campus when Include Only Students in Campus is selected. If a Campus is selected and no Term value is provided, CAMS will use the students latest Status record to determine the Campus. In addition, when evaluating balances on Term and including Batch transactions, CAMS was including all Batch transactions rather than limiting up to the Term selected. When including Batch transactions, they will now be limited up to the Term selected.