Saturday – January 25, 2020
Unifyed Student – Admit | Release 9.3
Unifyed Release Notes provide information on the new features, enhancements and bug fixes in each release. Click on the release below to learn more about what Unifyed delivered in recent Unifyed Student – Admit releases.
New Features
Manage Fields Re-Structuring
Improvements have been made to the Admit Field Management system, making it more intuitive, comprehensive, efficient and effective. Starting with the left side navigation bar, the user drills down to the one form that is to be managed: the administrative Prospect form, the administrative Applicant form, the Self-Service Prospect form or the Self-Service Applicant form.
Data Imports with Duplicate Records
This feature displays the results of imported data files into Unifyed Admit. The list page displays the name and date of the imported file, with details of total records uploaded and results of records processed. For any given file in the list, a user can click on the number in the “Updated Records”, “Resolved Records”, “Potential Matches” or “Rejected Records” column, to navigate to the specific list of records in that category. Duplicates are managed by clicking on the number under the “Potential Matches” column.
Payment Gateway Integration
Application Fee configuration has been enhanced to include the currency type, an indicator which controls whether applications can be submitted with or without fee payment, and another indicator which controls the overall exposure of the application fee collection and payment to the end-user.
New Fields Addition
Numerous new fields have been added to the Unifyed Admit Applicant form to accommodate data imports from other systems and ensure data integrity for all institutions. These fields can be managed from Settings > Institutional Defaults > Manage Fields.
Gmail Connector
Integration of the institution’s Email to the Admit Communication Plan has been implemented for institutions using Gmail. The inbound and outbound Email of designated employees will be scanned so that communication with an Admit Prospect or Applicant can be synchronized with their Communication Plan.
Additional Questions
User-defined fields have been added to accommodate unique data entry needs of an institution. Within a new section, entitled “Questionnaire”, available on both the Prospect and Applicant forms, four (4) questions with “Yes”/“No” responses (provided via radio buttons) and two (2) questions with string responses (provided via a text box) are available for use. The Manage Fields system can be used to configure these data fields on the Prospect and Applicant forms, on either the administrative or Self-Service Unifyed Admit applications. Institutions can enable the field, indicate if it is mandatory or optional, and change the label in order to customize the question to meet their needs.
International Addresses
Currently, all address data entry begins by selecting a nation, which then drives the behavior and validation of subsequent fields. When “United States” is selected as the nation, the zip code entered automatically populates the city, state and county fields. However, the postal information for other nations is not integrated into the Admit system and international addresses could not be added. Changes in this release allow international addresses to be entered when a nation other than “United States” is selected, by providing the postal zone, city and state fields manually. These fields will accept text entered by the user. This change applies to all address fields on Prospect and Applicant forms, on both the administrative and Self-Service applications. This behavior will be refined as postal information and addressing rules are integrated with the Admit system per nation.
Short Code Substitution on Communication Tasks
This improvement to Task templates for Prospects and Applicants, allows for alternative values for Short Code replacement, so that the lack of a data element on the Prospect or Applicant record will never result in a blank in the message being delivered. When defining Prospect and Applicant Task templates of type Email and Paper mail, the “Manage Short Code” option will be available.
Missing Merge Field Values
This improvement to Prospect and Applicant tasks will allow users to manage short codes inserted in bodies of Emails/ Paper mails. While defining Prospect/Applicant tasks of type email and paper mail, the user will have an option ‘Manage Short Codes’.
Enhancements
Manage Fields Re-Structuring
Improvements have been made to the Admit Field Management system, making it more intuitive, comprehensive, efficient and effective. Starting with the left side navigation bar, the user drills down to the one form that is to be managed: the administrative Prospect form, the administrative Applicant form, the Self-Service Prospect form or the Self-Service Applicant form. After identifying the form to manage, all of the sections for that form are listed alphabetically, as are the individual fields within each section.
Capturing National and International Academic History
‘Add Historic Academic Data’ field has been enhanced to capture applicant/prospects international academic record. When a nation, other than “United States” is selected, checkbox – “My High School is not present in the list” automatically appears selected allowing users to enter the name and address of the previously attended institution into the exposed text boxes.
Data Entry Search String Reset
During data entry on the Prospect and Applicant forms, any search string that is entered by a user for the Interests, Attributes or Sports-Varsity drop-down list boxes will be cleared as the user moves between these fields. Prior to this fix, the search string from one field was retained, and when not found in the drop-down list for a different field, it would appear as if the list did not have any entries.
Email Opt-In/Out
The Email Opt In/Out indicator has been extended to the Inquiry form. The default value will be to Opt-In (the checkbox will be checked). Prospects and Applicants who have opt’d out of Email communications will not be sent Email from Unifyed Admit. This completes the access to the Email Opt In/Out field, as it was previously made available on Self-Service and administrative.
Create Applicant Record via File Import
While importing applicant data files, if a matching Prospect record is found then the system will create a new application record for that Prospect, and the entity data will be shared. Whenever duplicate Applicant records are encountered during data imports, they are managed by the options available in the new “Data Upload” form previously released. Please refer to release notes for 9.2 for a description.
Prospect and Applicant Save Confirmation Message
The confirmation message displayed after successfully saving a Prospect or Applicant record will include verbiage reminding the user that changes may have impacted other areas of the record, which are not immediately reflected. Saving changes to a Prospect or Applicant record may result in changes to the Communication Plan and/or to the Recruiter/Counselor assignment, as these aspects of the record are data-dependent. Since the form does not close after the Save is done, potential changes to the Communication Plan or Recruiter/Counselor assignment may not be immediately reflected. Closing and opening the record will ensure all current data is on display.
About Unifyed
WHY
Unifyed is here to transform education by improving access to learning, increasing student engagement, and reducing institutional costs.
WHO
Unifyed is a pioneer in higher education software and serves over 750 colleges and universities across seven countries.
WHAT
Unifyed builds beautiful and easy-to-use solutions designed to help partner colleges and universities recruit, engage, educate, retain and graduate 21st century students.
HOW
Unifyed delivers affordable and flexible solutions in partnership with the higher education community that are AI-first, microservices-based, and cloud-native.
Prospective customers can book a demo or email engage@unifyed.com for further information. Existing customers can email their Customer Success Managers or unifyedcs@unifyed.com for further information.