Documentation for Administrators

12.0.69 - 11/24/2024

Updated on

Finance

FOCUS-46342- feat(billing): separate permissions for edit on POS and Student Billing

The Edit Permission has been split into two distinct permissions: Edit Invoices and Edit Payments. Existing users with the previous Edit access will automatically have both new permissions to ensure uninterrupted functionality. Administrators can now assign these permissions independently, enabling more precise control over roles and responsibilities.

See Users > Profiles > Billing tab for more details.

FOCUS-46263- feat(fixed-assets): add error to mass transfer

This system enhancement introduces an error message that activates when no assets are specified for transfer in the Fixed Assets module. This message will appear on the Mass Transfer tab within the Manage Assets screen.

FOCUS-46005- Add portal alert for unfinalized bank recons

This system enhancement introduces a portal alert specifically for incomplete bank reconciliations from the previous month. This alert will be applicable only to the month immediately preceding the most recent completed reconciliation.

FOCUS-45631- Add p-card draft rollover

This system enhancement introduces a new profile permission called "Open P-Cards" within the purchase orders and internal accounts PO sections of the Rollover category. This permission enables users to access an "Open P-Cards" tab on the purchase order rollover screen, allowing them to select which P-Cards to rollover.

See Internal Purchase Orders (Rollover), Purchase Orders (Rollover), and Profiles > Setup tab > Rollover section for more information.

FOCUS-45458- Add option to unreceive all PO lines

This system enhancement introduces a new profile permission that, when activated, will display an "Unreceive All" button on the receive orders screen. This button empowers users to unreceive all orders that have been either fully or partially received. However, it is important to note that users will not have the ability to unreceive orders that have been paid in full or partially paid.

See Receive Orders for more information.

FOCUS-44564- feat (accounts receivable): add "comments to customer" functionality for all invoices

This system enhancement introduces a new "Comments for Customer" field on the funding source, create invoice screen. Any comments entered in this field will be printed directly on the invoice. Additionally, a "Comments for Customer" column will be added to the receivables report, displaying all comments that have been entered.

See the Receivables Report for more information.

FOCUS-44391- feat(ledger): true balance report for internal accounts

This System Enhancement introduces a True Balance Report specifically designed for Internal Accounts. This report integrates the features of both the Internal Account Activity and the Expenditure/Revenue Reports, providing a comprehensive overview of accounts.

Payroll

FOCUS-46346- If a timecard has a pay type not assigned to the run then give a hard error

This system enhancement introduces Payroll Error #31: The timecard contains a pay type that is not included in the current run.

See Run Payroll > Checks > Complete List of Errors and Warnings for more details.

FOCUS-46274- ESS leave - Show balance after pending

This system enhancement introduces a new column to the leave history balance screen. Titled "After Pending," this column will display the remaining time in a leave bucket after accounting for any pending time used.

See Leave History, Employee Self Service > Leave History, View ESS > Leave History for more details.

FOCUS-46235- Employment Agreement Maintenance > View > Print

This system enhancement adds the ability to print Employment Agreements.

See Employment Agreement Maintenance for additional details.

Employment Agreement Maintenance

FOCUS-46221- Add End Date To Position Allocation Report

This system enhancements adds an allocation end date column to the position allocation report.

See Position Allocation Report for more details.

FOCUS-46051- Human Resource - Staff Report Employee Access Restriction Change Request

This system enhancement limits the employees a user has access to on the staff report and introduces an inactive tag to an employee name. The inactive indication is based on the current date.

See Staff Report for additional details.

FOCUS-45996- Add 2024 W2 Forms

Addition of IRS forms for the 2024 W-2s.

FOCUS-45861- Applicant Tracking-Add Fields to Applicant Tracking Applicants Tab

The system enhancement adds Job Posting columns into the Applicant tab of the Applicant Tracking module.

See Applicant Tracking > Applicants for more information.

FOCUS-45842- Applicant Tracking-Add Columns to Applicant Tracking (Job) Postings Tab

This system enhancement adds new columns and a toggle column feature to the Applicant Tracking postings tab.

See Applicant Tracking > Postings for more information.

FOCUS-44785- Add System Setting For Position Control Decimal Precision

This system enhancement introduces a new setting for adjusting decimal precision in position control in Setup > Settings > Miscellaneous.

See Settings > Miscellaneous > Misc section for more information.

FOCUS-43670- Employment Agreement Maintenance > View/Create Agreements > Multiple Jobs

This enhancement enables the system to generate multiple Employment Agreements for employee with multiple jobs.

SIS

FOCUS-46371- Third Party Systems (API): OneRoster Dialect GET /users - Check Enabled Flag for "agents"

This update resolves an issue in Third Party Systems using the OneRoster API dialect. Previously, the "agents" property on the GET /users endpoint was incorrectly including records from students_join_users where the "enabled" flag was not honored. With this update, the "enabled" flag is now properly respected, ensuring that only active and valid associations are returned in the "agents" property.

FOCUS-46332- Communication Platform: Improve Computed Table Border Visibility in Sent Messages & Print

This update resolves an issue within the Communication Platform where computed tables were not displaying their borders in the Sent Messages screen or when printed. With this correction, tables now render with visible borders as intended, improving clarity and formatting for sent communications.

FOCUS-46331- SSO Login: Improve Handling of Multiple Returned Results in User Lookup Query

This update enhances the Focus Core Login functionality when leveraging Single Sign-On (SSO). With this improvement, if the user lookup query identifies multiple users matching the credentials, the system will deny permission to log in.

FOCUS-46317- Manage Integrations: Support Both SFTP Password and Private Key File Simultaneously

This update enhances the Managed Integrations module by improving SFTP functionality in Batch Transfer Settings. The update adds support for using both an SFTP password and a Private Key File simultaneously for authentication. If both are provided, the system will leverage them together to log in securely, offering greater flexibility and compatibility for SFTP integrations.

See Manage Integrations for more information.

Manage Integrations

FOCUS-46316- Communication Platform: Override Letterhead Template Not Used in Letter Queue

This update resolves an issue in the Communication Platform where overriding the letterhead template via Search would not apply the selected template when a Communication Template was involved. With this update, the selected letterhead template will now be correctly applied, ensuring consistency and accuracy in communications.

FOCUS-46302- Communication Platform: Resolve Import Email Addresses Error

This update enhances the Communication Platform by resolving an issue with importing recipients. Previously, when a file containing only email addresses was uploaded, an error would occur, preventing the message from being sent.

FOCUS-46287- Workflow Trigger: Resolve One Letter Triggers for Attendance Daily

This update resolves an issue with the Attendance Daily Trigger functionality. Previously, when the "One Letter" checkbox was enabled, students who exceeded the required number of days for the trigger would not have the associated actions performed for them. With this update, the trigger now correctly identifies and processes students meeting the criteria, regardless of whether they have exceeded the required days.

FOCUS-46257- Communication Platform: Editing Parent Sign-up Responses Missing Regarding Student ID

This update improves the functionality of Polls & Signups within the Communication Platform. Previously, when editing a parent's responses to a signup, the responses would still count toward the total but would no longer appear in the results table. With this update, edited responses are retained and continue to display accurately in the table, ensuring consistency and visibility of all submitted responses.

FOCUS-46255- Online Application: Validation Emails Using Incorrect Communication or Letter Template

This update resolves an issue where validation emails sent from the Application Editor could inadvertently use the body content of a letter from the Print Letters and Send Emails module if both shared the same ID in their respective tables. With this update, the correct validation email template is sent, ensuring the intended content is delivered without conflicts.

FOCUS-46193- Document Management: Improve Display of Report Cards in Student Files

This update resolves an issue in the Document Management module where published report cards on the Student > Files page would display incorrectly when an incorrect school or year was selected from the top-right dropdown. With this update, the report cards now display correctly based on the selected school and year.

FOCUS-46192- Communication Platform: Student Contact Type Overwritten by Search

This update improves the Communication Platform. Previously, when selecting a contact type other than students and using the magnifying glass to select recipients, the contact type would revert to students upon returning to the compose screen. With this update, the selected contact type is retained, ensuring a smoother user experience.

FOCUS-46184- Teacher Gradebook: Importing a CSV can Grade Students on Assignments not Assigned to Them

This update resolves an issue in the Teacher Gradebook. Previously, when grades were imported for an assignment assigned to individual students, grades for students not assigned the assignment would still be counted toward the class average. With this update, only students assigned to the assignment will have their grades imported, ensuring accurate calculations for class averages.

FOCUS-46139- Advanced Report: Display Correct FTE Estimation Values (Florida)

This update addresses issues specific to customers utilizing Florida State Reporting, when FTE Estimation fields were selected in an Advanced Report, they displayed as 0.000 because the required data was not being retrieved. Additionally, data for fields under Teachers & Courses, including FTE fields, was not being pulled correctly when viewing reports for future or past marking periods. This update ensures that the correct data is retrieved and displayed for these scenarios.

FOCUS-46119- Communication Platform: Prevent Students From Messaging Teachers who Have not Messaged them this School Year (Postsecondary)

This update introduces new functionality to the Communication Platform by adding a default preference called "Allow Students to Reply to Prior Year Teachers' Communication Messages." This preference is only available for Postsecondary customers and is installed in the off position by default. Prior to this update, students could reply to messages from prior-year teachers as long as the conversation had not been archived. Additionally, a new condition requires that for students or parents to reply to a teacher, the teacher must have messaged them within the current school year unless the preference is turned on, removing this restriction for students.

See System Preferences > General for more information. Note: This system preference only applies to post secondary schools.

FOCUS-46115- Form Builder: Resolve Preview Errors on Collections when No Student Selected

This update resolves an issue in the Form Builder. Previously, if a form contained a collection referencing student_id, an error would occur when previewing the form without selecting a student. With this update, the form preview functions correctly even when no student is selected, ensuring a smoother user experience.

FOCUS-46108- Communication Platform: Auto Publish Contact Update Form Parent/Student Improvements

This update enhances the Communication Platform Expansion module to improve the handling of student/parent reenrollment forms when the "Call Out System Student/Parent Reenrollment Form" system preferences are enabled. After a call is sent, the system will automatically push the form to students or contacts meeting any of the following criteria:

  • No callout phone number saved in their contact details.
  • A callout record exists, but the value field is empty.
  • The phone number is invalid or improperly formatted. (Valid phone number formats include: (xxx) xxx-xxxx, xxx-xxx-xxxx, xxxxxxxxxx)

This ensures that reenrollment forms are effectively distributed even when contact details are incomplete or invalid.

FOCUS-46060- School Choice: Prevent School Choice Applications for Applicant Students with In-Progress Online Applications

This update enhances the School Choice Module for districts utilizing the Online Application system. If a student is actively enrolled in the district's applicant school and their corresponding application status is "In Progress," parents/guardians will be restricted from completing a School Choice Application through the Parent Portal until the Online Application has been fully submitted. This ensures proper submission and processing of existing applications before allowing new ones.

FOCUS-46044- Communication Platform: Display Warning for Scheduled Messages With No Recipients

This update introduces new functionality to the Communication Platform. If a scheduled message fails to generate any recipients, a warning will now be recorded and displayed. The warning will indicate issues like "This message was sent but did not reach any recipients" or "All groups were empty when this message was sent." Warnings will appear with an 'i info' icon and a light blue background, unlike error messages, which display a yellow background and prevent future sends. Recurring messages with warnings will still send at their next interval.

FOCUS-45880- Communication Platform: Remove SMS Link Button

This update improves the Communication Platform by removing the recently added link button on the SMS message tab. Links can still be included in messages by typing a website address followed by a space or return, simplifying the interface while maintaining functionality.

FOCUS-45859- Third Party Systems (API): OneRoster GET /enrollments - Honor course_period.active Flag

This update enhances the functionality of Third-Party Systems (API) using the OneRoster dialect. The logic for the GET /enrollments endpoint (schedule records) has been adjusted to respect the course_periods.active flag when determining the active status of an enrollment record, ensuring more accurate data representation.

FOCUS-45826- Form Builder: New Teacher Access Options to Form History

This update enhances the Form Builder functionality within the Teacher Portal by introducing new permissions for teacher profiles. The permissions "View All History" and "View All History Direct Links" are now available to teacher profiles. When enabled, these permissions allow teachers to access submitted forms for their students, similar to how they function for admin profiles. However, teachers' access is restricted to students currently enrolled in their assigned sections, ensuring appropriate data access control.

See Profiles > Permissions Explained and Forms (Teacher) for more information.

Profiles

FOCUS-45750- Communication Platform: Recognize Duplicate Phone Numbers in Recorded Calls

This update enhances the Communication Platform by improving the handling of recorded calls sent to multiple recipients sharing the same phone number. Previously, each recipient would receive the call, even if the number was duplicated. With this update, only one call will be sent to the shared phone number, and the additional recipients will be flagged as duplicates, ensuring efficient and accurate communication.

FOCUS-45495- Immunization Compliance: Improve USIIS Import Behavior (UT)

This update introduces an enhancement to Immunization Compliance for Utah customers leveraging the USIIS system. Previously, the Tdap vaccine was imported from USIIS and added to the DTaP vaccine line without a separate row for the Tdap vaccine. With this update, the Tdap vaccine will remain on the DTaP line but will also be displayed in an additional row containing the vaccine date, USIIS code, and exact vaccine name. This improvement ensures more detailed immunization tracking, specific to Utah districts.

FOCUS-45304- Scheduling: Resolve Mass Update / Teacher Changes Logging History on Master Schedule Report

This update resolves an issue in the Master Schedule Report. Previously, when mass updating the teacher field, the "Do not log history" option would not populate for rows located on different pages when pagination was used. With this branch, the "Do not log history" field now functions correctly across all pages, ensuring consistent application of updates regardless of pagination.

FOCUS-45301- Scheduling: With/Without Teacher/Periods Now Multi-Select in Student Requests

This update introduces a significant improvement to Student Requests, enhancing flexibility and efficiency during the scheduling process. "With/Without Teacher" and "With/Without Periods" have been converted to select-multiple vs. select-one fields. During Auto Scheduling, the system will now evaluate multiple teacher and period options, enabling smarter placement of students into sections based on the selected criteria. This enhancement streamlines scheduling by accommodating more complex scheduling needs.

See Student Requests and Mass Requests for more information.

Mass Requests

FOCUS-45257- New Search: Implement New Search Features within Teacher Programs

This update enhances the Teacher Programs by introducing new search features within those areas.

See the following screens to see all applied changes: Take Attendance (TP), Reward Positive Behavior (Teacher Programs) (TP), Seating Charts (TP), Post Final Grades (TP), Post Standard Grades (TP), Gradebook (TP), Proficiency Gradebook (TP), Gradebook Reports (TP), Next-Year Schedule Requests (Teacher Programs) (TP), Reauthorization (TP), and Web Pages (TP).

FOCUS-45063- Mass Add Log Records: Add Support for Re-Enrollment Forms

This update introduces the ability to mass add re-enrollment forms via the Mass Add Log Records feature. End-users can now add a required or available re-enrollment form to a group of students using the "By Student" or "By Group" tabs. This enhancement expands beyond the standard criteria of school and grade level found under Application Editor > Student Re-Enrollment Setup, offering more flexibility for managing re-enrollment forms efficiently across larger groups of students.

See Application Editor and Student Info > Re-enrollment for more details.

Mass Add Log Records

FOCUS-46411- Remove OpenAI_Log table from 30 day limit

FOCUS-45998- Add Last Refresh to Site Administration's Current Version Table

SSS

FOCUS-46391- SSS: Adding Note to Meeting Minutes Form

This update enhances the SSS module by adding clarification to the note on the Meeting Minutes form. The updated note now includes the additional text: "To enable Add minutes button, 3 words must be typed in the text area." This provides clear guidance to users on how to activate the Add Minutes functionality.

IEP Event

FOCUS-46303- SSS: Add Staff ID to User Name in Person Responsible Dropdown (PMP & BMP)

This update enhances the SSS module by adding the staff ID to the "Person Responsible" dropdown in PMPs (Progress Monitoring Plans) and BMPs (Behavior Monitoring Plans). This improvement ensures easier identification of users when selecting responsible staff members.

Academic PMP

FOCUS-46180- SSS: Resolve Hiding/Showing a Step Excludes from Printing Menu

This update improves the functionality of the SSS module. Previously, if an SSS Event Step was hidden via an event trigger and then made visible through a form trigger, it would still be excluded from the printing menu. With this update, any step made visible by a form trigger will now appear in the printing menu as expected.

FOCUS-44700- SSS: Improve Permission Checks

This update improves permissions handling within the SSS module for unlocking and deleting events. Previously, these actions were governed exclusively by event-level permissions, ignoring broader program or system-level permissions. With this update, users will now be able to unlock or delete events if they have the appropriate permissions set at any level - event, program, or system - providing greater flexibility and consistency in permission management.

FOCUS-44406- Lock Progress Monitoring on Grade Posting Dates: Enhancements for IEP Progress Reporting and Completion

In this release, we've introduced new settings in SSS > General to support more robust control over IEP Progress Reporting. The settings, "Lock Posting to Quarter Grade Posting Window" and "Lock Posting to Progress Periods Posting Window," allow districts to restrict when IEP progress updates can be posted, enforcing adherence to set grade posting windows. Teachers and admins will receive alerts for incomplete progress reports as grade posting windows approach.

Key Features:

  • Teacher and Admin Alerts: Notifications show when reports are due or incomplete within the grade posting window.
  • Progress Monitoring Completion Report: This new screen, available to admins, tracks which students' progress reports remain incomplete and offers filtering by marking period.
  • Publishing to Parent Portal: Progress Reports can be published for parental access on a set schedule within District Report Card > Publish tab.
  • New Permissions: A "Post Progress Monitoring outside the Grade Posting Window" permission is added for flexibility in reporting timing. Custom demographics forms and IEP completion alerts are also fully supported, enhancing workflow management.

These improvements ensure timely, organized IEP progress reporting and enhance overall compliance and communication with parents. Contact your support representative for further assistance with configuration.

See General (Admin), General (Teacher), Progress Monitoring Completion Report (Admin), Progress Monitoring Completion Report (Teacher), District Report Cards & Transcripts > Publishing IEP Progress Monitoring Reports to the Portal, and Profiles > Permissions Explained for more information.

Progress Monitoring Completion Report
Previous Article 12.0.69 - Revision - 11/25/2024
Next Article 12.0.67, 12.0.68 - Revision - 11/21/2024