StudentX v26.05 delivers a major expansion of the platform’s student-success and retention capabilities alongside a set of targeted platform and analytics improvements. The release introduces Appointment Scheduling, a comprehensive Case Management experience, Automated Intervention Plan creation, and Retention Master data configuration. On the platform side, administrators gain a Branding Studio for typography and widget theming, a revamped Profile Configurator, Navigation RBAC updates for SIS and Retention modules, and Google Tag Manager integration. Analytics is restructured into dedicated tabs with deployable KPI widgets covering platform usage, content performance, and engagement.

This release builds on the v26.04 baseline with a comprehensive Retention suite, platform configurability enhancements, and a restructured Analytics experience. The Retention module now covers the full student-success workflow from appointment booking through case creation, risk assessment, intervention planning, and master data management. Platform updates give administrators finer control over branding, navigation permissions, user profile presentation, and third-party integrations.

v26.05 delivers the core of the StudentX Retention suite, covering appointment scheduling, case management, intervention planning, and the master data that drives them. Advisors, faculty, and administrators can now manage the full student-success workflow within a single, permission-aware experience.

Appointment Scheduling gives institutions a fully configurable booking experience for advisors and students, backed by calendar write-back and institution-wide scheduling rules.

Admin setup

• Configure the Service Catalog, Appointment Types, Department/Advisor Type mappings, Meeting Modes, and Assignment options as master data for the scheduling system.
• Define institution-wide scheduling rules including student/advisor booking toggles, normal and location buffers, and an appointment approval flag.
• Enable external calendar write-back to Google Calendar or Microsoft Outlook so confirmed appointments appear in advisors’ external calendars automatically.

Case Management provides advisors and permitted faculty with a structured, 360-degree view of student risk cases, from initial flagging through resolution.

Case listing

• Advisor-scoped Case Listing with status tabs (All, New, Open, In Progress, Hold), table sorting, bulk actions, left-rail quick filters, and advanced filtering options.
• Automatically generate centralized retention Risk Cases when the retention AI model flags a student as At Risk (High, Medium, or Low), requiring no manual intervention.
• Allow permitted users and faculty to manually create student retention cases by selecting a student, setting overall severity, choosing risk/concern flags with notes, and reviewing model assessments.
• Consolidate multiple manual risk flags submitted by different faculty members for the same student into a single risk assessment card or case, with “By Reporter” and “Consolidated” views.

360-degree Case View

• Display a student header with key metadata, SLA due date breach indicators, Risk Overview cards and factors, an Intervention Plan tab in a single view.

Intervention Plans link detected risk signals to structured, category-scoped actions owned by the appropriate advisors or staff.

Automated plan generation

• Auto-generate category-specific intervention plans (Academic, Financial, Behavioral, Engagement) upon detection of risk signals, mapping owners and triggering tasks and notifications.
• Apply business logic to auto-generate tasks and nudges from risk signals, deduplicating them using Intervention IDs, task merge rules, cool-off windows, and nudge consolidation.

Retention Masters provide administrators with the configuration layer that underpins the entire Retention suite.

Key configuration areas

• Intervention Actions master: define and manage tasks, emails, SMS, in-app, and push actions with assignees, reporters, categories, cool-off periods, templates, and SLA rules.
• Signal-to-Intervention Rules: configure rule anchoring that maps primary risk signals to specific catalog interventions, qualified by severity conditions, audience targeting (User, Role, or Group), and derived categories.
• Message and Action Templates: centralized repository for managing templates across channels (Email, SMS, Task, In-App, Push) with dynamic and looping placeholders.

About Unifyed

Unifyed is a pioneer in higher education software and serves over 150 colleges and universities around the world. Unifyed partners with colleges and universities to deliver affordable solutions that help recruit, engage, educate, retain and graduate 21st century students.

For the detailed release note please visit : my.unifyed.com