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Audit trail for financial aid and contracts
I would love to see an audit trail as exists in Smart in the financial aid and contracts - that way if someone changes financial aid there is an automatic record of it, or if a fee is removed from a Smart contract etc. the software will keep a rec...0
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Need To Limit Ability To Delete Enrollment Contracts
It is too easy to delete a submitted enrollment contract. There should be a way to have a role that would allow for the creation of a contract, but not allow that same role to delete a contract. When a contract is deleted that has been submitted i...1
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Integrated contracts need more historical details.
We need to be able to see a history of which member of staff generated the contract for a student as well as which user adjusted the contract's dollar amount. As it stands there is no way to know who adjusted a contract incorrectly/or maliciously.0
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Allow onBoard Users The Ability to Set Primary Parents
Admissions is who inputs most of the biographical information about students, so they should have access to whom is and is not considered a Primary Parent. Instead, the only way to update this field is to go in Core as a Platform Manager and chang...0
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Registering a parent for a Checklist Event on the Admin side should update the checklist event on the Parent Portal to show "Scheduled"
At times, the school prefers parents to call or email in to request to be scheduled for an admissions event. The school will then determine what time slot will be best and schedule the parent through the checklist tab of the Candidate in Enrollmen...1
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Include "Yesterday" as an option in date range pickers
Please include "yesterday" as an option when selecting a date range. There is a request for this to be implemented for medical worklists at https://blackbaudk12.ideas.aha.io/ideas/K12OR-I-1973; however, this would be beneficial for all lists: cand...0
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Decision communication templates
We would like to be able to create and publish communication templates (for decisions) and then be able to make changes to our decision letter templates without it changing the templates that have been published already. Because we are rolling ...2
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Making financial aid not visible in Admissions Committee Review
It is important that the admissions committee is unaware of who is applying for financial aid. It can create implicit bias. However, it is not possible to separate this information from the application while still keeping the application visible t...0
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Contract Multiple Tuition Rate Match
As an Re-enrollment Manager if I have multiple tuition rates such as one value with just a grade (11th) and one with a grade & school program (11th Grade & School Program) when I generate the contract I am prompted to select which tuition ...0
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Contract Generation Screen > Add School Program
Please add a column to show the School Program when Generating Contracts. When a student matches the criteria for more than one type it is hard to determine which tuition the student should be assigned.