Streamline the student journey What's New Thesis Elements Version: December 2024 Proprietary and Confidential 2 Table of Contents Document Control 3 Limitations on the Nature and Use of this Document 3 Copyright 3 Trademarks 3 Disclaimer 3 What's New in December 2024 New Features and Enhancements 4 4 Admissions 4 Financial Aid 5 System Manager 8 Tools 9 Fixes Included in this Release 10 Admissions 10 Registration 11 Billing 11 Tools 12 Faculty Portal 12 3 Document Control Limitations on the Nature and Use of this Document This document has been prepared by Thesis. While it has been prepared by Thesis in good faith, it has not been prepared on the basis that it will form part of any legal agreement between a member of the Thesis group and any third party and therefore Thesis accepts no liability concerning the accuracy of its content. Copyright Warning: copyright of the attached documentation and the software, to which it relates, is the property of either Thesis America, inc., Thesis group companies, or their licensors. Any unauthorized use, copying or sale of the above may constitute an infringement of copyright and may result in criminal or other legal proceedings. “Copyright © Thesis America, inc. and Thesis group companies. All rights reserved. Any other brand names and/or trademarks referenced herein are either registered or unregistered trademarks of their respective proprietors.” Trademarks Thesis (including its use alongside any Thesis products such as ‘Thesis Elements’) is a trademark of Thesis and is registered as a trademark in a number of territories, including the UK, the EU and the US. Further details about Thesis trademarks are on our website: www.thesiscloud.com. Any other brand names and/or trademarks referenced herein are either registered or unregistered trademarks of their respective proprietors. Disclaimer The content outlined in this document is not contractually binding. The content is subject to change with or without notice. 4 What's New in December 2024 Here is what is new in the December 2024 release of Elements: New Features and Enhancements Admissions l Add/Update Student - We have changed the name of the Load Sequence button on the Activities tab of this window to Letter Sequence Group. This ensures more consistency within Elements and improves the user experience (Admissions > Students > Add/Update Student > Activities tab). Figure 1 - Admissions - Add/Update Student l Add/Update Prospect - We have changed the name of the Sequences button on the Activities tab of this window to Letter Sequence Group. This ensures more consistency within Elements and improves the user experience (Admissions > Prospects > Add/Update Prospect > Activities tab). Figure 2 - Admissions - Add/Update Prospect 5 Financial Aid l Award Transfer - We have enabled Print functionality for the Transfer tab of this window, which allows you to print a report of the award transfer (Financial Aid > Award Transfer). Figure 3 - Financial Aid - Award Transfer 6 l Add/Update Financial Aid Status - We have completed the following enhancements to this window (Financial Aid > Maintenance > Status tab > Add/Update Financial Aid Status): l Updated the Package Enrollment Intensity % field to automatically default to 100% on the creation of a new financial aid status record if the Enrollment Intensity is not assigned during ISIR import. l Updated the window to default to Show SAI instead of Show EFC for award years 2024/25 onwards. l Updated the following field names to improve the user experience: l Changed Academic Year to Award Year. l Changed Direct Cost Type to Budget. l Changed 9 Months COA to Pell COA. Figure 4 - Financial Aid - Add/Update Financial Aid Status 7 l Maintenance - We have updated the following fields in the Awards tab of this window to update dynamically as awards are added or budget amounts are changed (Financial Aid > Maintenance): l Total Costs l Initial Unmet Need l Remaining Need l COA Minus Awards Figure 5 - Financial Aid - Maintenance 8 l Packaging Single - We have completed the following enhancements in the Setup tab of this window (Financial Aid > Package > Packaging Single): l Updated the Package Enrollment Intensity % field to automatically default to 100% if the student's financial aid status record has a value of blank, null or 0. l Updated the window to default to Show SAI instead of Show EFC for award years 2024/25 onwards. l Changed the Academic Year field name to Award Year for consistency throughout Elements. Figure 6 - Financial Aid - Packaging Single System Manager l Add/Update Transaction Document - We have increased the size of the Account Number and Opposing Account fields in this window (System Manager > Lookup Table Options > Transaction Documents > Add/Update Transaction Document). Figure 7 - System Manager - Add/Update Transaction Document 9 Tools l COD Campus-Based Import - A new window to import Federal Work Study (FWS) awards from the Common Origination and Disbursement (COD) (Tools > Import > Financial Aid > COD Campus-Based Import). Figure 8 - Tools - COD Campus-Based Import l ISIR Direct - We have updated this window to enable the import of ISIR files for the 2025-2026 award year (Tools > Import > Financial Aid > ISIR Direct). You must first use the Yearly Setup window (Financial Aid > Setup > Yearly Setup) to add the new 2025-2026 Academic Year and Financial Aid Year. Figure 9 - Tools - ISIR Direct 10 Fixes Included in this Release This release includes the following fixes: Admissions Case DevOps ID Description We have fixed an issue in the Student Admissions tab of the Add/Update Student window (Admissions > Students > Add/Update Student > Student CS0623883 253917 Admissions tab) where, when adding a student, if you left the Expected Entrance Term field blank, the system would not inform you that the field was not filled out. Instead, a generic error message would be displayed. We have fixed an issue in the Student Admissions tab of the Add/Update Student window (Admissions > Students > Add/Update Student > Student CS0623977 254758 Admissions tab) where the Expected Entrance Term field was not displaying terms from the Term Calendar (System Manager > Lookup Table Options > Term Calendar). Instead, while editing, only active terms were being displayed and the inactive term was not displaying, when it was associated with the record. We have fixed an issue in the Student Status window (Admissions > Students N/A 259293 > Student Status) where, when you registered a graduate student for a future term, they would be assigned to an undergraduate GPA Grouping. 11 Registration Case DevOps ID Description We have fixed an issue in the Add/Update Course window (Registration > Offering > Offering Maintenance > Add/Update Course) where, when you CS0624415 257344 selected Yes to copy a master course, the SRMasterID link was not being retained. This prevented the relationship with the course masters to be maintained. We have fixed an issue in the Add/Update Fees window (Registration > Offering CS0624472 258103 > Setup > Tuition and Refunds > Fees tab > Add/Update Fees) where the dropdown values would not populate when you selected the Flat option for Fee Type. We have fixed an issue in the Update Grade Entry window (Registration > Academics > Grades > Grade Entry > Update Grade Entry) where, when a N/A 259325 course was copied from a master course, the corresponding allowable grades from the master course configuration were not displaying in the Final and Midterm grade dropdowns. Billing Case DevOps ID Description We have fixed an issue in the 1098-T Form window (Billing > Reports Menu > 1098-T Form) where, when you generated a 1098-T batch, the software was CS0624177 255813 using the unencrypted Student SSN field, which is blank for all students. The software is now able to retrieve the students when the social security numbers are encrypted. 12 Tools Case DevOps ID Description We have fixed an issue in the COD Export window (Tools > Export > Financial Aid > COD Export) and the COD Campus-Based Export window (Tools > Export N/A 259997 > Financial Aid > COD Campus-Based Export) where, when an export file was built, the file was missing the software version tag which caused COD to reject the file. Faculty Portal Case DevOps ID Description We have fixed an issue in the Faculty Portal where, when you attempted to CS0624450 257809 register a student for the default current term, the term would revert back to the previous term when selecting Student for Registration. This prevented faculty from registering students for the upcoming semester. CS0624574 258810 We have fixed an issue in the Faculty Portal where you could not view a student's schedule or transcript. Instead, an error message would be displayed.
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