Current Release Version: FY24.3.1

Release Date: 15 Jun 2024

Security Roles: SPS Advising

Features to Consider

Security & Access Management
- Define role-based security model and assign users to appropriate groups based on role
  - CONSIDER: Create program-level realms for segmenting individuals by program
- Students should be allowed to view personal records and student-facing forms and events only
  - Dependent on the Student Portal implementation
Unregistered Student List
- Advisors will have a list of eligible students who are not registered on their main portal screen.
- Advisors can click into a student’s record to find out why s/he might not be registered.
- Advisors will be able to send form emails to students (either sent automatically or triggered by the advisor after assessing the student’s status).
See Icebox for additional considerations

Previous Releases

Release FY25.2.1 [December 2024]

Registration Monitoring
- Created "Registration Status" prompt for "advising_reason" key.
- Created Registration Monitoring Tab on student page consisting of:
  - Registration Monitoring entity widget.
  - Table listing all of the student's most recent advising notes related to registration status.
- Created Registration Monitoring user portal.
  - Users log-in, click to go to registration monitoring.
  - A query runs to identify students with a status of "New Student" who are not registered for any courses in the upcoming term (who either do not have a current registration status OR who have not indicated that they are not enrolled due to graduating).
  - The list of eligible students is generated in hidden table.
  - The user can choose to filter by program(s), admit term(s), and/or last initials.
  - The list of relevant students appears with their name, UNI, a link to send them an email (through Slate). their program, admit term, and most recent registration status.. There is also a link to the student's registration monitoring tab as well as their advising notes tab.
    - If the user enters registration monitoring info on the student's registration monitoring tab, it will automatically populate the table.
    - If the advisor takes an action but cannot update the row, there is a button to press to show that it has been updated.
Incomplete Grade Requests
- Changed portal query so that (in addition to classes without grades), students can complete an incomplete grade request form for classes in which they already have an Incomplete.
CDL Coach Scheduling
- Created a check on the "show coach page" so that if the coach no longer has an active slate account, it shows the student a message to look for a different coach.
Advisor Scheduling
- Created a new Advisor scheduling portal that contains a method and view page for each coach.
- Changed the URL of the new portal to replace the previously existing one.
Change of Modality Form
- Created an automated communication with the approval/denial information for the student.
Program of Study Prompt List
- Assigned each prompt a category of MS (Masters of Science), MPS (Masters of Professional Studies), or NDG (non-degree)
- Changed the prompt key so that the export values is given a heading of "Program Code."
CDL Coach Scheduling
- Cleaned up code by creating a query of eligible programs and exporting their codes rather than their full titles.
- Use students' program code rather than their their programs' full-titles so that it is easier to compare the two arrays to identify valid programs.
- Updated the query so that number of pending appointments is one query rather than having separate queries for in-person and virtual and having to add the numbers together to get a count.

Release FY25.2.0 [November 2024]

HBCU/CUNY Fellows
- Created a "Fellowships" prompt key with "HBCU" and "CUNY" as prompt values.
- Created a "Fellowships" select multiple field that uses the "Fellowships" prompts.
- Created a "Fellowships" source upload.
- Uploaded a spreadsheet of people with HBCU and CUNY fellowships.
- Created a CUNY Fellows population and a corresponding rule to assign students to the population.
- Created an HBCU Fellows population and a corresponding rule to assign students to the population.
Incomplete Grade Request Form
- Added Program of Study as a read-only field to the form.
- Added Course ID as a read-only field dynamically updated when the student chooses a course from the drop-down menu.
- Updated communications to include Program of Study and Course ID.
- Added Internal entry fields that can be updated if the request has been approved and the student has signed it:
  - Notes
  - Final grade
  - Resolved date
- Added instructions for completing the form.
- Editing mailing for after the instructor makes a decision so that it is clear that the student needs to return to the form to enter a signature.

Browser not supported