Documentation for Administrators

12.0.71 - 12/15/2024

Updated on

Finance

FOCUS-46599- feat(accounts-payable): add permission to allow payment override

This system enhancement introduces a new profile permission that displays the Payment Override in Purchasing/Accounts Payable > Invoices. By default, this feature will be activated for all users who have access to Account Payable Invoices.

See Setup > Profiles > Purchasing/Accounts Payable for more information.

FOCUS-46527- Add sub-permission for creating new check runs

This system enhancement introduces a new profile permission for the district to control access to Purchasing/Accounts Payable > Checks > New Check Runs tab.

See Setup > Profiles > Purchasing/Accounts Payable > Checks / IA Checks for more information.

FOCUS-46494- MJs that cross Bank Accounts

This system improvement will now display an error message when entering one line to update two different banks. Error that will display - 'Two bank accounts can not be referenced on the same line. Please separate the entry into two lines.'

FOCUS-46283- Permission to Finalize

This system enhancement introduces a new profile permission for finalizing the Take Inventory process. Users who have access to the Take Inventory screen will automatically receive this permission by default. Those not granted access will see "locked" displayed under the finalize column.

See Setup > Profiles > Fixed Assets > Take Inventory section for more information.

FOCUS-46238- Add unallocated drafts to PO report

This system enhancement now includes Draft Allocated and Draft Unallocated on all three tabs of the Purchase Request/Order Report.

See Purchase Request/Order Report for additional information.

FOCUS-45506- feat(point of sale): allow voiding/refunding to original transaction drawer

This system enhancement introduces a new setting that enables the use of the original transaction drawer for processing refunds and voids. You can find this setting under the accounts receivable tab within the setup settings. Additionally, a pop-up message has been implemented to alert users when they attempt to refund to a cash drawer to which they do not have access.

See Setup > Settings > Accounts Receivable tab > Point of Sale section for more information.

Payroll

FOCUS-46628- Add dollar amounts to min/max yearly change pay

This system enhancement adds dollar amount text boxes to the min/max yearly change pay in Payroll > Employee Wages. Previewing the changes will show the before and after salary amounts for the individual employees.

See Employee Wages > Min/Max: Yearly Change Pay for additional information.

FOCUS-46624- Add Box 14 totals to the W2 Report

This system enhancement introduces new columns to Payroll > W2 Reporting report, which will display the totals from box 14 on each employee's W2 form. The newly added columns are labeled "Section 125" and "Retirement."

FOCUS-46318- Employee Action Form Authorized Access by Responsibility Center/Facility

This system enhancement adds a profile permission that restricts Employee Action Forms by the user's account strip facility permissions. To enable: Setup > Profiles > Human Resources > Employee Action Form > Restrict by Users Facilities.

See Setup > Profiles > Human Resources > Employee Action Form section for details.

FOCUS-46242- Change record threshold on "Payroll > Payroll Reports > Deduction/Contribution Register" Report

This system enhancement introduces a new setting to allow record threshold for the deduction/contribution register in Payroll Reports. The PDF download buttons will only become visible once the number of records on the report exceeds the specified threshold. To enable: Setup > Settings > Payroll > Payroll Reports > Deductions/Contribution PDF download threshold.

FOCUS-45870- Add Pay Schedule Date Deductions

System enhancement allowing users to include subclass and wildcard masking in Payroll > Maintenance By Fiscal Year > Pay Schedules > Deductions.

See Maintenance by Fiscal Year > Pay Schedules for additional details.

FOCUS-45868- Applicant Tracking - New "View All Recommendations" Page/Tab

This system enhancement introduces View All Recommendations to Human Resources > Applicant Tracking. To enable: Setup > Profiles > Human Resources > Applicant Tracking > View All Recommendations.

See Setup > Profiles > Human Resources > Applicant Tracking sections and Applicant Tracking > View All Recommendations for more information.

SIS

FOCUS-46709- Teacher Gradebook: Unable to Save When Changing Only Marking Periods on a Category for a Single Section

This update resolves an issue in the Teacher Gradebook related to assignment categories used in a single section. Previously, when adding marking periods to such a category, an erroneous popup would appear asking for confirmation to apply changes to other sections, even though only one section was involved. With this update, the popup no longer appears in this scenario, and the selected marking periods are saved correctly without interruption.

FOCUS-46583- School Choice: Display Primary Parent Cell Phone in Application if no Home Phone Present

This update improves the School Choice Application, applicable for customers using the School Choice add-on module. Previously, if the Primary Parent lacked a Contact Detail for Home Phone, no phone number would display in the application. With this update, the application will now display the Contact Detail labeled as Cell Phone if no Home Phone is available, ensuring a phone number is always shown when possible.

FOCUS-46564- User Search: Improve Behavior of ERP + SIS Categories in More Search Options

This update resolves an issue in the More Search Options menu for Users. Previously, when a User Field Category was tagged for both ERP and SIS, it appeared as a blank category in the menu, and selecting it caused the associated field to display multiple times. With this update, the User Field Category now displays correctly, and fields no longer appear redundantly when selected.

FOCUS-46561- Course Catalog: Ensure Updates to Credits per Course History only Adjust Student Final Grade Values if Pushed

This update improves the behavior of the Course Catalog by refining the interaction with the Credits per Course History field. Previously, changes to this field would automatically update the Credit Earned field in Student Final Grades upon saving, regardless of intent. With this update, the Credit Earned field in Student Final Grades will only update when the user explicitly pushes data from the Course Catalog to Student Grades, ensuring changes are applied deliberately.

FOCUS-46514- Proficiency Gradebook: Leverage Most Recent Grade in Standard in Post Standard Grades

This update enhances the Post Standard Grades screen for sections using a Proficiency Gradebook. The screen now uses the most recent grade in a standard, rather than the average, to align with how grades are calculated in the Gradebook. This change ensures consistency between the Gradebook and the Post Standard Grades screen.

FOCUS-46511- Student Item Analysis Report: Order Results Alphabetical by Last Name

This update improves the Student Item Analysis Report for customers using the Focus Assessment add-on module. Previously, students were listed alphabetically by first name. With this update, students are now listed alphabetically by last name, providing a more standard and intuitive sorting method.

District Assessments

FOCUS-46497- Scheduling: Incorrect Inclusion of Future Inactive Sections in Student Schedule Printing

This update resolves an issue in the Scheduling module's Print Student Schedules feature. Previously, inactive sections were included in the output even when the "Do not include future inactive" option was selected. With this update, the feature now correctly excludes inactive sections as specified, ensuring accurate and relevant schedule outputs.

FOCUS-46485- Scheduled Job: Resolve Status Update for "Set Zoned School" in Execution History

This update resolves an issue in Scheduled Jobs related to the Execution History screen. Previously, the "Set Zoned School" scheduled job would remain marked as "running" in the Execution History screen, even after completion. With this update, the job status now correctly updates to "finished" upon completion, ensuring accurate status reporting.

FOCUS-46473- Communication Report: Allow School-Based Admins to View Parent Messages

This update enhances the Communication Platform by improving visibility on the Communication Report and Student Communication Report. Previously, messages sent by parents with null school assignments were not visible to administrators with explicit school assignments. With this update, parent messages sent to teachers and administrators are now displayed for school-based users, ensuring comprehensive communication reporting.

FOCUS-46467- Take Attendance: Allow Previous Days Entry with Period or Hourly Attendance Preference On

This update improves the Take Attendance feature for teachers when using the Period or Hourly Attendance system preference. Previously, teachers could not take hourly attendance for previous days, and hourly attendance entries did not appear on the attendance chart. With this update, teachers can now take hourly attendance for past days, and these entries will display on the attendance chart, providing greater flexibility and visibility.

FOCUS-46460- Communication Platform: Validate Attendance Threshold Usage Before Deleting Templates

This update improves the Communication Platform by preventing the deletion of templates that are actively in use through Attendance Thresholds. This ensures the integrity of communication workflows and avoids potential disruptions caused by the removal of templates tied to critical attendance functions.

See Communication > Deleting Templates for more information.

FOCUS-46458- Document Management: Improvements to Uploaded Files Report

This update enhances the Uploaded Files Report for customers using the Document Management Add-On Module by introducing new functionality:

  • Added search criteria for the Academic Record Category to both the Students > Uploaded Files Report and Users > Uploaded Files Report sections, allowing for more targeted searches.
  • Added a new column to the search results to display the Academic Record Category, providing clearer insights directly within the report.

These changes improve usability and enable more detailed reporting.

See Uploaded Files Report (Students menu) and Uploaded Files Report (Users menu) for more information.

Uploaded Files Report

FOCUS-46435- Scheduling: Resolve Error in Next Year Schedule Requests Screen

This update resolves an issue in the Scheduling menu where users or teachers encountered an error when attempting to access the Next-Year Schedule Requests page, preventing the page from displaying. With this update, the issue has been fixed, and the Next-Year Schedule Requests page now loads as expected.

FOCUS-46423- Communication Platform: Visibility Enhancement for Poll Responses

This update introduces a Feature Enhancement to the Communication Platform Expansion for Polls & Sign Ups, providing new options for managing poll response visibility. When creating a poll, users can now choose between three response display options: "Hide Until Poll Close Date" (set as the default), "Always Show," and "Always Hide." Poll creators will always have immediate access to all responses and can modify the results display settings from the Polls tab after the poll has been created. For poll recipients, if results are hidden, a message stating "Results are hidden" will be displayed when they view the poll, and the results graphs and number of responses will be concealed. Recipients will still be able to modify their own poll responses until the poll's close date. When results are shown, recipients will see poll results as they currently appear, including graphs and the number of responses. This enhancement provides greater flexibility and control over how poll results are displayed and shared.

See Communication (Admin) > Polls and Communication (Teacher) > Polls for more information.

FOCUS-46304- Communication Platform: New Scheduled Messages Report

This update enhances the Communication Platform by adding a new "Scheduled Messages" tab to the Communication Report. This tab is accessible to all users with permission to view the Communication Report and displays a list of their active scheduled messages. Users with "View All" permissions are provided with an additional "View All" button, allowing them to view active scheduled messages created by users at schools they have permission to access.

The Scheduled Messages report includes criteria such as an Active Window (Start Date and End Date) and a User filter, available for users with "View All" permissions. The report displays key details in columns, including Start Date, Send Time, Recursion (One Time, Daily, Weekly, Monthly, Annually), Next Send Date (blank if the End Date precedes the next send date), End Date, and Created By (Last, First M with Staff ID). It also lists the Type of message as a concatenated list of delivery methods (e.g., Email, SMS, Call) and includes an Emergency column, displaying a checkbox for messages marked as Emergency. This feature provides enhanced visibility and management of scheduled communications with detailed and flexible reporting options.

See Communication Reports (Admin) and Communication Reports (Teacher) for additional details.

FOCUS-46279- Standard Report Cards: Add translations for Teachers Comments

This update adds support for translating teacher long comments in Standard Report Cards using the new Translations module. This enhancement applies specifically when the system preference "One Longer Comment per Student" is enabled. With this update, teacher long comments will automatically be translated when generating Standard Report Cards, improving accessibility for multilingual audiences.

FOCUS-46239- Communication Platform: Improve Display of Scheduled Messages

This update enhances the Communication Platform by adding a new informational block to scheduled messages. This block provides details about when the message is scheduled to be sent next and when it is set to end. This improvement offers users greater clarity and transparency regarding their scheduled communications.

See Communication (Admin)  > Scheduled Messages and Communication (Teacher) > Scheduled Messages for more information.

FOCUS-46198- User Preferences: Resolve Duplicate Preferences in Program Config

This update addresses an issue where duplicate program_config entries could be generated for an end-user, causing the system to fail in determining the correct default value. The update includes a migration to identify and resolve duplicate records, ensuring accurate configuration handling and preventing further conflicts.

FOCUS-46185- Report Card Comments: Resolve Comment Entry with SSO

This update resolves an issue affecting teachers using Single Sign-On (SSO) in the Final Grades > Report Card Comments section. Previously, longer comments entered by teachers appeared to save correctly but would not persist across sessions. When teachers logged out and back in using SSO, the saved comments were no longer visible. With this update, comments now save properly and remain visible across sessions, ensuring data consistency and reliability.

FOCUS-46161- Communication Platform: Flag Words from Email Replies

This update expands the Communication Platform by enhancing the automatic flagged message functionality. Now, if a student or parent replies to a communication message via email, the platform will automatically flag the message if it contains any word listed in the flagged_words table. This improvement ensures better monitoring and management of flagged content within the platform.

See Communication (Admin) and Communication (Teacher) for more information.

FOCUS-46160- Communication Platform: Combine Message Count Request & Load First 30 Only of Conversations

This update enhances the Communication Platform by addressing performance and usability issues when loading the inbox. Previously, loading the inbox could result in a timeout due to the volume of messages. With this update, only the most recent 30 messages are initially loaded when a thread is opened, and additional messages load in batches of 30 as you scroll upward. Incoming messages during scrolling will still be reflected in the inbox count. Additionally, opening the inbox now takes you to the oldest message in the first group of 30, and any unread messages in the thread older than the first 30 are automatically marked as read. These changes improve efficiency and provide a smoother user experience.

See Communication (Admin) > Inbox, Communication (Teacher) > Inbox, Communication (Parent/Student) > Inbox for more information.

FOCUS-46159- Attendance: Improve Functionality of Minor Infractions within Attendance Thresholds

This update enhances the implementation of Minor Infractions within Attendance Thresholds by adding a new Teacher Code column to the attendance threshold setup table. When the "Minor Infraction" option is selected, the Discipline Code and Action columns are disabled, allowing users to select only a Teacher Code. During the Attendance Threshold job, referrals triggered by Minor Infractions will now include the appropriate Teacher Code configuration, ensuring they are properly set and managed. This feature provides more precise handling of minor infractions in attendance processes.

See Attendance Setup for more information.

Attendance Setup

FOCUS-46143- Take Attendance: Improve Calculation of 'Days Absent' on Teacher Take Attendance

This update improves the Teacher Take Attendance page by addressing an issue with the "Days Absent" column. Previously, the displayed value for days absent was inconsistent and depended on the course selected in the top-right dropdown. With this update, the "Days Absent" column now consistently shows the correct value regardless of the selected course, ensuring accurate and reliable attendance information.

FOCUS-46046- Application Editor: Improve Group Logic to Allow OR Statements

This update enhances the Application Editor's group logic within the Application Layout by improving the functionality of the "Show When" and "Hide When" fields. With this update, the JavaScript entered in these fields can now handle OR statements, allowing for more complex conditions (e.g., fieldl123 contains 'Option 1' OR fieldl321 contains 'Option 2'). This improvement provides greater flexibility and control over the display logic for application fields.

FOCUS-46027- Address Catalog: Resolve Zoning when Address Saved with Trailing Space

This update resolves an issue with the Zoning functionality related to the Address Catalog. Previously, if an address entry was saved with any field containing trailing spaces, the address would incorrectly appear as "Not in Catalog" on the Address & Contacts page. With this update, trailing spaces are handled properly, ensuring that such addresses are correctly recognized in the catalog.

FOCUS-46021- Gradebook: Displaying Only Percent Limits Characters When Entering Grades by Points or Questions

Before the branch in a gradebook that did not use points but you entered grades by points you could not enter more than 3 characters when the round setting was the default 2. With the branch you can enter up to 5 characters which can be increased or decreased based on the rounding system preference.

FOCUS-45732- Communication Platform: Improve Public Push Notification Announcements for Logged Out Users in Community Mobile App

This update improves the Communication Platform by enhancing the delivery of push notifications for public announcements in the Community Mobile App. Previously, push notifications for 'Public (Mobile App)' announcements were only delivered to users who were logged in at the time of sending, even though the announcements were viewable by logged-out users. With this update, push notifications for public mobile app announcements will now also be sent to logged-out users who have subscribed to receive news from the school where the announcement is published, ensuring broader notification coverage.

FOCUS-45532- Scheduling: Resolve Error Clicking Auto Schedule Student or Run Scheduler

This update resolves a student scheduling issue where the Student Schedule page would display a console error when attempting to use the Auto Schedule or Run Scheduler functions. The issue occurred on some sites with Alternate Schedule Requests enabled. With this update, the error is resolved, ensuring smooth scheduling functionality.

FOCUS-45449- Communication Platform: Add Ability to Print Messages Only

This update introduces a feature enhancement to the Communication Platform, specifically for Staff users with Admin and Teacher profile roles. For these users, when they have permission to access Communication but do not have "Send Messages" permissions, they will now be able to access the Compose screen for printing purposes only. Additionally, these users will be granted access to view Drafts.

See Communication (Admin) > Setting Profile Permissions for Administrative Users and Setting Profile Permissions for Teachers, Profiles > Students > Send Messages for details.

FOCUS-41646- Rollover: Respect Gradelevel "Students can roll into this grade level" Setting

This update enhances the Focus Rollover process, both manual and automated via Scheduled Job, to ensure accuracy in student enrollment. With this update, enrollment records will not be created for students in a school and grade level unless the grade level is flagged with "Students can roll into this grade level." This improvement ensures alignment with grade-level configuration settings and prevents unintended enrollments.

FOCUS-45532 Scheduling: Remove the Legacy Scheduling Requests & Resolve an error with Auto Schedule

This update resolves a student scheduling issue where the Student Schedule page would display a console error when attempting to use the Auto Schedule or Run Scheduler functions. The issue occurred on some sites with Alternate Schedule Requests enabled. With this update, the error is resolved, ensuring smooth scheduling functionality. This update also retires Legacy Requests and will enable the new Alternate Schedule Requests for all customers.

See Student Requests for more information on the alternate course requests functionality.

SSS

FOCUS-46648- SSS: Resolve Error Editing Gifted Goals

This update resolves an issue in the SSS module affecting the editing of goals for gifted students in the Goals & Objectives Bank step of Duval's Gifted EP event. Previously, attempting to edit these goals resulted in an error. With this update, the error has been resolved, allowing goals to be edited as expected.

FOCUS-46631- SSS: Ensure Applicable Supplemental Forms Display in Parent Portal

This update resolves an issue in the SSS module where supplemental forms added to an event were not included in the report published to the parent portal. With this update, supplemental forms now appear correctly in the PDF report visible to parents. Note that to reflect these changes for existing events, the report may need to be unlocked and re-locked before re-publishing to the parent portal.

FOCUS-46556- SSS: Ensure Domain, Service Type & Schedule of Service fields Required in Goals & Objectives

This update improves the SSS module by enhancing the Goals and Objectives step. The Domain, Schedule of Services, and Duration fields are now required when creating goals. Previously, attempting to save without populating these fields would return users to the goal creation screen, wiping out entered data. With this update, users will instead receive a popup notification identifying the missing fields, ensuring a smoother and more user-friendly experience.

See Manage Student: ESE Events > IEP Goals and Objectives for more information.

FOCUS-46537- SSS: Improve Progress Monitoring Period Title & Expected Level Auto-Save

This update improves the SSS module by addressing the auto-save functionality in the IEP Goals Progress Report. Previously, when editing the progress period title and expected levels, these fields were intended to auto-save but did not. With this update, the progress period title and expected levels now auto-save as expected, ensuring changes are preserved without manual intervention.

FOCUS-46508- SSS: Ensure Proper Display of Groups in Caseload & Services

This update improves the SSS module by addressing an issue with invalid group records in the sss_caseload_groups table. Previously, some groups were created or deleted without a staff_id populated, leading to bad records that appeared in the groups dropdown on the Caseload tab but not on the Groups tab. With this update, records without a staff_id will no longer appear in the Caseload tab dropdown. Additionally, a migration will populate the staff_id field for affected records using the created_by ID, which may cause previously unseen groups to reappear on the Groups tab for some users.

FOCUS-46445- SSS: Resolve Error in Schedule of Services when Deleting Frequency of Minutes

This update improves the SSS module by addressing an issue with the Schedule of Services step in the IEP Event. Previously, if a Frequency of Minutes option was deleted from the Schedule of Services Setup screen, services using that option would cause an error when loaded, as the necessary data for calculating minutes was missing. With this update, the system gracefully handles the deletion of Frequency of Minutes options, preventing errors and ensuring the Schedule of Services step functions as expected.

FOCUS-46426- SSS: Allow Deletion of Additional Uploads with "Delete Locked Uploads" Permission

This update resolves an issue in the SSS module related to deleting files in locked events. Previously, files uploaded to the "Additional Uploads" section after an event was locked could not be deleted, even if the user had the "Delete Locked Uploads" permission. With this update, users with the appropriate permission can now delete these uploads as expected, ensuring better management of locked event files.

See Manage Student > Uploading PDFs to a Locked Event for more information.

FOCUS-46310- SSS: Enhance Header Regeneration for Older Events

This update improves the SSS module by enhancing the header regeneration tool for older events. Previously, events locked before header data was saved continued to use dynamic headers, as headers became static during the locking process. While the header regeneration tool could create static headers, it did not account for changes in student data, such as grade level or school, if significant time had passed since the event was locked. With this update, the regeneration tool now uses the lock time of the event and references the student's enrollment history to accurately reflect the grade level and school at the time the event was locked, ensuring consistency and accuracy in the generated headers.

See General > Setting Program Preferences for more information.

FOCUS-46226- SSS: Prevent Services Duplication when Clicking Save Multiple Times

This update resolves an issue in the SSS module related to the Schedule of Services step in the IEP Event. Previously, rapidly clicking the save button when saving a new schedule could result in duplicate entries for each click. With this update, the save button is disabled during the save process, preventing duplicate schedules and ensuring accurate data entry.

FOCUS-46181- SSS: Prevent Issue Creating New Instance if Source Form has no Formbuilder Data

This update resolves an issue in the SSS module related to events using the "Initialize Form From Instance" trigger. Previously, an error would occur when initiating an event if the source form contained no data. With this update, events with this trigger can be initiated without errors, even when the source form lacks data, ensuring smoother functionality.

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