Release Notes

The auto-matching and auto-answer features have been released, along with updates to scholarship publishing logic, additional tabs under the student profile page, and additional enhancements and fixes.



Enhancements

  • Auto-Matching SIS Data to Student Answers
    • ScholarshipUniverse now has the capability to auto-answer questions on the student's behalf based on SIS data imported into the application. For any question mapped to an SIS field within the application, the data will update the answer value as soon as it is imported into the system.
      • For more information about SIS data integration and setting up question mapping, please review this article.
    • ScholarshipUniverse can now automatically match students to scholarships based on SIS/answer data provided. This process is performed by the system at the time of Publishing a scholarship under certain conditions: 
      • The scholarship cannot be using an application; the Application Method = No Application Direct Award
        • Assigning an application means that students will need to apply and complete the application to provide additional data, used as a differentiation for determining awarding. The auto-matching will not perform in this case. 
      • The scholarship has to have at least one requirement
        • If the scholarship does not have any requirements, it is considered to be open to anyone. The auto-matching will not perform if there are not any requirements to match to.
      • Please see the next release note "[SU-535] - Scholarship Cycles and Publishing" to learn more about how scholarships are processed at the time of Published and see where Auto-Matching comes in.
    • When a scholarship is Published and meets the requirements to run auto-matching, it will fall into a queue for processing. Once it has completed, it will automatically update the scholarship status to Awarding. Within the Scholarship > Candidates tab, the system will generate a list of students who meet all of the requirements for any of the scholarship's matching groups, meaning they qualify for the scholarship. There is a new feature called "Re-Run Auto-Match" on the page that will you to re-run the calculation, which may add new students who now meet the requirements and remove students who no longer meet the requirements. Please note that students who have been manually nominated in the Award View screen will not be effected by the re-run process.
  • [SU-535] - Scholarship Cycles and Publishing
    • Updated the logic behind the scholarship status at time of Publishing, based on the current cycle timeline, application method, and if the scholarship has requirements.
      • Past cycles are any cycle that has already passed its deadline
      • Open cycles are any cycle that is currently opened, between the start date and deadline
      • Future cycles are any cycle that has not started
    • The following logic has been modified at time of Publish, when using an application:
      • Past Cycle & Application Method = Internal Application & Scholarship Has Requirements = Awarding status (it's already passed and can start awarding right away)
      • Past Cycle & Application Method = Internal Application & Scholarship Does Not Have Requirements = Awarding status (it's already passed and can start awarding right away)
      • Open Cycle & Application Method = Internal Application & Scholarship Has Requirements = Open status (students can match and apply right away)
      • Open Cycle & Application Method = Internal Application & Scholarship Does Not Have Requirements = Open status (open to all students and can apply right away)
      • Future Cycle & Application Method = Internal Application & Scholarship Has Requirements = Published status (not available to apply to yet)
      • Future Cycle & Application Method = Internal Application & Scholarship Does Not Have Requirements = Published status (not available to apply to yet)
    • The following logic has been modified at time of Publish, when NOT using an application (No Application - Direct Award):
      • Past Cycle & Application Method = No Application - Direct Award & Scholarship Has Requirements = Auto-Match and Awarding (the application will auto-match based off the requirements, then move to Awarding with list of matching students)
      • Past Cycle & Application Method = No Application - Direct Award & Scholarship Does Not Have Requirements = Awarding status (it's already passed and can start awarding right away)
      • Open Cycle & Application Method = No Application - Direct Award & Scholarship Has Requirements = Auto-Match and Awarding (the application will auto-match based off the requirements, then move to Awarding with list of matching students)
      • Open Cycle & Application Method = No Application - Direct Award & Scholarship Does Not Have Requirements = Awarding status (students cannot apply and can start awarding right away)
      • Future Cycle & Application Method = No Application - Direct Award & Scholarship Has Requirements = Published status (once the cycle starts, the application will auto-match based off the requirements, then move to Awarding with list of matching students)
      • Future Cycle & Application Method = No Application - Direct Award & Scholarship Does Not Have Requirements = Published status (not available to award yet)
  • [SU-550] - Student Profile - Student Data Tab
    • The Student Profile page now includes the Student Data tab, which displays all current SIS data imported into the application. The data tab is separated by the categories each data field is assigned to (Academic, Admissions, etc) and can be filtered by Award Year.
    • For more information about SIS import and mapping, please review this article.
  • [SU-551] - Student Profile - Awards Tab
    • The Student Profile page now includes the Awards tab, which is a summary of a student's awards. The tab is separated by all of the Outstanding tasks needing action towards an award, whether needing acceptance and/or a thank you letter - please note that you cannot take any action on the student's behalf. The Awards section is a breakdown of all of the awards received by the student and includes the scholarship name, the award year, the award amount, and when that award was posted.
  • [SU-551] - Student Profile - Scholarships Tab
    • The Student Profile page now includes the Scholarships tab, which gives you a real time view of all of the scholarships appearing for the selected student. The scholarships are categorized by Matches, Partial Matches, and Non-Matches so you can view which scholarships the student matches to. You can also view all of the Pinned (favorite) scholarships the student has selected, the scholarships the student has indicated as Not Interested, and a list of all the scholarships the student has applied to. Each section contains the scholarship name, the cycle period, organization, status, and the ability to view the scholarship.
  • [SU-550] - Student Profile - Applications Tab
    • The Student Profile page now includes the Applications tab, which displays all applications currently in progress and submitted by the student. For each application, you can see the application's submission date, academic year of the associated scholarship(s) (may be multiple) and the organization. You can also expand the view of an application to see a list of all scholarships submitted using the application, which include information such as the scholarships' deadlines, available spots (if any), and the amount.
  • [SU-593] - Student Profile Links
    • Students' name found on certain pages will now be a hyperlink that will direct to a student's profile page. Hyperlinks are now found on:
      • Plan > Scholarships > Scholarship Builder > Candidates tab
      • Plan > Scholarships > Scholarship Builder > Award tab
      • Award > Award View grid
    • Student Profile pages now include a Return link on the top left corner of the page to take you back to the previous page. The back button on your browser takes the same action.
  • [SU-597] - Updates to Candidates Tab
    • We've added some enhancements to the Candidates tab found under the Scholarship Builder page. This includes:
      • Added the ability to add additional columns for further analysis. From the top left corner of the candidates grid, you can select the option to add columns, which will allow you to browse and add Questions and SIS Data.
      • Along with adding columns, you now have the ability to export the current grid view to an excel spreadsheet. This feature is also located on the top left corner of the Candidates grid, right next to the Add Column feature. The exported spreadsheet will include the default columns in view, in addition to any custom columns added.
      • The students' names are now hyperlinks that will navigate to the student's profile page.
  • [SU-564] - Award Post Page Updates
    • The Award Post page has been updated to now allow users to select specific terms to post for an award, rather than forcing all terms per award. The use case around this enhancement is for schools wanting to post all awards for one term at a time, like Fall, and leaving the remaining posts in queue to later determine if the student is eligible and take action. Each award can now be expanded to view the term(s) associated to the scholarship for awarding - a user can select the award itself, which encompasses any term within, or manually select individual terms. The term view also displays an adjusted amount for any awards that are overridden and adjusted by an admin. An adjustment will show up as a negative value if the award was reduced, a positive value if more funding is added, or display as $0 if no adjustment is made. There is a feature to select all available awards and their terms and the ability to reset (clear) any selections made. The page also features a Batch function, similar to Batch and Download, but will clear the selected post records without downloading a batch file - all batched files can be accessed under the Post Batches tab if needed.
  • [SU-530] - Bypass Duplicate Award Acceptance/Thank You
    • Previously when any adjustment was made to an award, the adjusted award would go through the same notification process as before and require the acceptance of the award and/or thank you letters associated to the scholarship again. This enhancement will bypass requiring a duplicate acceptance and/or thank you letter when simply adjusting the award, and will associate the previous acceptance and/or thank you to the adjusted amount. For example, if an award that has already been posted has an adjustment made, the adjusted award will move back to ready to post without requiring the student to accept and/or write a thank you. If an award is cancelled before posting, or the student declines an award, re-awarding the student the same scholarship will require the student to accept and/or write a thank you based on the scholarship's configuration.
  • [SU-596] - Resending a Letter of Recommendation
    • Students are now able to resend a letter of recommendation request for any that are currently outstanding, as a reminder notification to the request recipient. From the outstanding request modal (found on either their application or in My Docs), the student has the ability to resend the original request or from their they can send a new request to another individual. Once the letter of recommendation has been completed, the resend feature is hidden for that particular recommendation.
  • [SU-600] - Allow Historical Award Imports to Update Scholarships in Awarding Status
    • Previously Historical Award data could only be applied to scholarships in a Complete status. This enhancement now allows the data to be imported into scholarships in Awarding status. This is for any school wanting to import already awarded amounts into a scholarship, but still need the scholarship open to award any remaining budget left through the system.
    • For more information about Historical Award Imports, please review this article.
  • [SU-598] - Updates to the Review Manager Role and Managing Pools
    • The Review Manager has had the Review Applications tile and page removed from their permissions. If you have a Review Manager that needs to review applications as part as a committee, please 
    • For more information about ScholarshipUniverse roles, please review this article.
    • For more information about managing roles, please review this article.
  • [SU-611] - High School Address Component - Add Homeschooled Value
    • Being that a homeschooled student is the equivalent of receiving a high school diploma, we've added the value of HOMESCHOOLED to every cities' high school list. This will allow students to answer the question "From which high school did you/will you graduate from?", which in turn will allow the student to match to scholarships requiring them to have been schooled within a certain country, state, county, and/or city.



Fixes

  • [SU-592] - Navigating Review Carousel
    • Resolved an issue where the carousel used on the Review Application page to quickly go from one review to the next appeared to have been losing the score values given when navigating backwards. While the data was correctly saving, the carousel itself was not showing the values correctly. This issue has been resolved and now shows the correct scores when navigating backwards.
  • [SU-616] - Question Search Showing Wrong Lookups
    • Fixed an issue when adding matching requirements to a scholarship where the wrong lookup list was displayed for the wrong question. This occurred when selecting a non-major list type question, changing the question to a one using the Majors table, and then changing it back to a non-major list type question. Previously when the question is switched back to a non-major question, the Majors table list would still appear. Switching from the major to non-major question will now correctly show the non-major list question's table.
  • [SU-510] - Error Reopening Letter of Recommendation Request Link
    • For any user who clicks on a letter of recommendation request link from their email after the recommendation has been submitted/denied or has expired would receive a pop-up error modal. This has been resolved and now the user will navigate to a landing page explaining the letter is complete or expired.