REPORTER Development Release Notes

 

 

Link to this page: https://go.ncsu.edu/reporter-release-notes

 

Historical Reports

Completed Jan 2023 thru May 2023

Topic
Summary
Released on
 
CEU Portal Updated the CEU External Billing email template sent when payment is needed. 03-17-2023  
CEU Portal Updated the display of McKimmon Address details at the top of CEU Order Summaries. 03-17-2023  
Certificate Programs Corrected an issue preventing Certificate Program Admins from changing the setting for ‘when completions count’ when adding an optional item to programs with participation. 03-17-2023  
Certificate Programs Corrected an issue preventing Certificate Admins from adding optional items when their roster only included cancelled registrations. 01-09-2023  
Course / Instance Activity admins are now being given the option to enter a discount code when submitting a transfer request where a registration fee is involved and the instance has discounts available. 03-17-2023  
Course / Instance Activity Admins overriding their seat count are no longer being prevented from saving when their seat count is less that the number of people on the roster. 01-04-2023
Course / Instance Added informational text and help details beside the Instance Registration Start and End date fields to clarify the use of “Localized” time. 04-14-2023  
Course / Instance The Course Catalog settings have been moved to a separate section within Course Setup, still accessible via the left course edit menu. With this move, we are also now showing an option to customize and preview your catalog listing. 04-14-2023
Course / Instance Required Profile fields for instance registration are now also being enforced for participants joining the waitlist. 04-14-2023  
Course / Instance Corrected an issue where questionnaire responses were missing for participants after an administrative payment correction was applied 03-17-2023  
Course / Instance Corrected an issue where participants initiating a transfer from a Mobile device were able to select instances of another course. 01-25-2023  
Course / Instance Corrected an issue with instance creation where the roster and other tabs were not displaying upon saving the instance. 01-25-2023  
Course / Instance Course Administrators now have the ability to register a participant from the waitlist, admin register, or bulk register a participant(s) even when the activity is full, thus overriding the seat count. This will not automatically update the seats limit, so admins should update the Max seats after overriding the seat count, if applicable. 03-17-2023
Course / Instance The ‘Add to Waitlist’ option is now being shown to users that are not logged in. Upon clicking the option, the user will be prompted to log in. Once they log in, they will be added to the waitlist. 03-17-2023  
Course / Instance Catalog Webservice has been updated to convert Instance times from UTC to local time 04-17-2023  
Course / Instance Updates made around the external LMS fields in Instance Setup to support vendor changes impacting OIED and DASA. 01-25-2023  
Course / Instance Updated attendance workflows to include updating completion number stats generated for certain reports. 02-08-2023  
Course / Instance Completed additional development around completion tracking in support of the Vector Solutions API utilized by OIED and DASA 02-08-2023  
Course / Instance Corrected an issue with the ‘Total # of Users Completed’ calculation used in the SACS Detailed Report, and Registration Reports. 01-09-2023
Course / Instance Expanded the setup options available relating to the public Catalog in support of upcoming changes. The upcoming changes will include a “tile” view for those searching in the catalog which can be customized and previewed from the course settings. 04-14-2023
Course / Instance Help text has been added to the top of the Roster email page advising users to only include images as links. 04-14-2023  
Financials Added an option for Financial Admins to trigger sending a Payment Summary from within the Order Details. 02-08-2023  
Financials A tab has been added to the Financial Administration window for Departmental Discount codes that will list all of the activities that allow the discount in their setup. 04-14-2023  
Financials The Project Report found with the Financial Report options has been updated to include all activities across all modules where project IDs and/or billing project IDs are charged (Instances, Youth Activities, Memberships, etc). 01-25-2023  
Financials The following informational Text has been added to Order Summaries generated when a registration was paid for by Credit Card: “Fees and credits will display as NCSU REPORTER REGISTRN on your credit card and bank statements” 03-17-2023  
Financials Improved the process relating to discounts applied before or during a registration transfer. 03-17-2023  
Financials The ‘Payment Address’ field is now being enforced as a required field for instances that include a cost or cost-option to register. 03-17-2023  
Financials Fixed an issue in the ‘Available Seats’ calculation causing discrepancies if an order is abandoned. 03-17-2023  
Financials Updated the access to edit revenue project and billing project IDs in Financial Setup so Financial Admins can only change the ‘Active/Inactive’ value. Financial Admins can still add new IDs and see details for their department’s existing Project Ids and Billing Project Ids. 03-17-2023  
Financials Added Course Name to the Revenue Report Course Registration tab. 01-04-2023  
Financials Help text added to Credit Card and Credit Card Correction options when applying payments. 04-14-2023  
Financials Updated Project Information setup to a two tab view, with one tab labeled “Revenue” with Revenue Project Details, and a second labeled “Billing” with Billing Project ID information . 04-14-2023  
Financials Dispute status field added to the Refund Status drop down list. 04-14-2023  
General Attention required messages on the dashboard will now expire and automatically clear 90 days after being generated. It should be noted that warnings related to Required Training will regenerate for people who remain out of compliance. 04-14-2023  
General Made improvements to numerous workflows loading information on the dashboard to run more efficiently. 02-08-2023  
Required Training Updated the template used for notifying Supervisors once a week if they have employees out of compliance. The new field is intended to give Supervisors instructions on how they should follow up if someone is assigned but should not be. The field is initially defaulted the field for existing requirements to use the same wording as the old template. 04-14-2023
Required Training The ‘Unassign’ function has been added to the Compliance Warnings page available to assigned employee’s supervisor. Supervisors will be notified in a popup message if they attempt to unassign something that Supervisors are not allowed to unassign. 04-14-2023
Required Training Updated the My Team tab to remove deprecated functionality and added instructional help text. 01-25-2023  
Required Training Corrected an issue causing employees who have changed jobs to continue to appear on their former Supervisor’s team list, despite the HR records having been updated. 02-08-2023
Required Training Fixed an issue with the dashboard message generated for Compliance Admins with assignees out of compliance. The message is no longer duplicating and all duplicates have been cleared out. 04-14-2023  
Required Training Set up web services to capture completions from a new vendor hosting courses for OIED. 01-25-2023  
Required Training Integration implemented with web services to synchronize completions of Sensitive Data training with another campus system. 01-04-2023  
User Management Corrected an issue preventing Instructors from updating the photo on their Instructor Profile 03-17-2023
Youth Activities Youth activity admins are now able to register participants off an activity’s waitlist and/or using the “Register” option on the roster even when the activity is full whereby overriding the seatcount. 02-08-2023  
Youth Activities Expanded the automatic reminders for custom forms tied to Youth Activities 03-17-2023  
Youth Activities Updated the Youth Activity Forms report to no longer display forms for participants who cancelled their registration. 01-26-2023  
Youth Activities Updated cancellation process to provide a redirect to the drop request management page if the cancelation is from youth activity roster. 01-26-2023  
Youth Activities Additional improvements made for Youth Activities using custom forms or documents. 01-04-2023  
Youth Activities Fixed an issue where the submission status for required forms was not updating for Participants registered off of the waitlist. 01-04-2023  
Youth Activities Fixed an issue with the number of seats available displayed on Mobile devices versus desktop. 03-17-2023  
Youth Activities Corrected an issue with the “Active” setting for custom Youth Activity forms; forms that do not have the active setting checked will not be presented to new registrants. 02-14-2023  
Youth Activities Added an option to the first step of Youth Activity setup that allows Youth Activity admins to see which users currently have the activity in their cart. 01-09-2023  
Youth Activities Addressed an issue where Youth Activity registration confirmation emails were failing to send when the parent and child listed the same email address. 01-09-2023  
Youth Activities Updated the Youth Activity transfer process to include recalculation of seats. 01-25-2023  
Youth Activities Addressed an issue causing generic errors for Youth Activity Admins attempting to transfer participants that had submitted ‘Custom’ activity forms. 01-25-2023  
Youth Activities No longer allowing edits to schedule details for youth activities when the associated Compliance Form is finalized or cancelled. Any changes will require the admin to create a new form. 03-17-2023  
Youth Activities Updated the page Youth Activity admins use to see which participants have submitted forms. The page is now split into two report tabs, with one providing “View by Participant”, an overall view of whether the participant is missing ANY forms, and another “Report View” with more granular details about the status of each form. 01-04-2023  
Youth Activities Completed initial development for supporting ‘High Volume’ Youth Activity registrations to improve user experience for high demand registration windows. 01-04-2023  
Youth Activities Youth Activity Admins overriding their seat count are no longer being prevented from saving their activity when their seat count is less that the number of people on the roster. 01-04-2023  
Youth Activities Updated youth activity waitlist functionality to enforce enrollment restrictions on those joining the waitlist. 01-25-2023  
Youth Activities Updated functionality of custom forms for youth programs to ensure forms are retained if a participant is transferred to an activity with the same required forms. 01-09-2023  
Youth Activities Corrected the window given when transferring between Youth Activities to include only active activities in the same 2 digit OUC. 01-25-2023  
Youth Activities Updated the Order Details window that opens from the Youth Activity roster to include details about the parent account. 01-04-2023  
Youth Activities Updated the Youth Activity Hybrid General Liability Waiver to the latest version provided by the Office of Youth Programs and Compliance. 01-04-2023  
Youth Activities Added red asterisks to Payment Instructions field in Youth Activities as visual indication that it is required. 03-17-2023  
Youth Activities Updated the Youth Activity Online Programming Waiver to match the new version published by the Youth Programs & Compliance office. 04-14-2023  
Youth Programs – Compliance Added validation around youth activity setup changes that contradict the compliance form. 01-04-2023  
Youth Programs – Compliance Corrected issues around the option to copy an existing Minors Compliance form to create a new one. Please note, it is always recommended that you double check your form details after creating a copy to ensure you have the expected details. 03-17-2023  
Youth Programs – Applications The submit button seen when completing a youth program application has been updated to always show at the bottom of the window, instead of only on the last page of the application. 01-25-2023  
Youth Programs – Applications Fixed an issue with Cart Add-on options (for Youth Program applications) not displaying on mobile devices 01-27-2023  
Youth Programs – Applications Updated reports for youth program applications to reflect information about related cart add-ons purchases. 01-25-2023  
Youth Programs – Applications Expanded the Youth Activity Application functionality to support application fees. 01-25-2023  
Youth Programs – Applications Made visual improvements to the youth activity application layout. 02-08-2023  
Youth Programs – Applications Applications for Youth Programs can now include a fee charged to those submitting the application. 01-04-2023  
Youth Programs – Applications Youth Activities can now restrict enrollment based on whether the potential registrant has an approved application. 03-17-2023  
Youth Programs – Applications The number display of applications pending on the Youth Activity Dashboard is no longer including inactive applications. 04-17-2023  
Youth Programs – Applications Added support for enforcing character limits on text fields included in youth applications and forms 01-04-2023  
Youth Programs – Applications Removed the blue background from Youth Application instructions when using mobile devices. 02-08-2023  
Youth Programs – Applications Export options for youth applications have been updated to include the Application Completion Date 02-08-2023  

Completed August 2022 – December 2022

Topic
Summary
Release on
 
CEU Portal Corrected CEU Portal issue where editors could not add rosters for instances with recurring schedules 10-07-2022  
CEU Portal Corrected issues related to adding and removing schedule blocks in the CEU Portal. 10-04-2022  
Certificate Programs Improved the layout of the ‘List’ view catalog search results. 09-09-2022  
Certificate Programs Fixed issue where Certificate Admins could not import registrations for participants who were also currently selected in a cart. 11-18-2022  
Certificate Programs Corrected an issue preventing Certificate Program Admins from adding elective program items after registration has begun. 11-18-2022  
Certificate Programs Removed inactive course results seen by Certificate Program Participants searching with a program they are in as a filter. 09-09-2022  
Certificate Programs Ability to inactivate elective options now includes validation with respect to the required number for completion. Certificate Program Admins are required to have enough active electives, and will be stopped if the number of inactive electives will make the number of options less than or equal to the require number of electives. 09-09-2022
Certificate Programs Participants are no longer able to duplicate registrations by submitting an application with only Supervisor Approval Required prior to being registered by a Program Admin. 09-09-2022  
Certificate Programs Fixed issue with Certificate Program cancellations that were not being added to refund queue 08-16-2022  
Course / Instance Corrected an issue with the enrollment numbers displayed in the SACS Data Report not updating automatically. 12-01-2022  
Course / Instance Completed numerous visual updates to course administration, details about which can be seen in the related help document. 09-09-2022
Course / Instance Improved layout and terminology in the drop request window seen by Participants. 10-04-2022  
Course / Instance Fixed issue with recurring schedules changing times based on Daylight Savings Time. 10-04-2022  
Course / Instance Updated functionality around uploading a Signature file for Completion Certificates to address an issue with the file disappearing after saving changes. 11-18-2022  
Course / Instance Historical Completion imports are now including the trigger of Post-Course Survey Emails notifications if that feature is enabled. 11-18-2022  
Course / Instance Added a column for ‘Discount Code’ to the Course Registration report option for “Rosters with Brickyard Account Fields”. Added a column for ‘Registration Date’ on the Additional Roster Information report obtained from the instance roster tab. 11-18-2022  
Course / Instance Updated Bulk Registration imports for instances to use price-by-date settings. 11-18-2022  
Course / Instance Added development to better enforce seat counts during high volume registration windows. 11-22-2022  
Course / Instance The setting for including the course’s instances in the SACS Report has been removed, and all instances are now included by default. 09-09-2022  
Course / Instance Fixed issue with bulk registrations not properly implementing ‘Price by date’ when applying discounts. 11-18-2022  
Course / Instance Updated the details included in the instructors “View” window that is accessible from their dashboard 09-09-2022
Course / Instance Made visual updates to the ‘View’ layout for both course and instance 09-09-2022
Course / Instance Added Functionality to LMS Post Log tab in course/instance to make tab visible when instance has Moodle or related LMS Posts. Updated the LMS POST Logs tab, seen when editing an instance, to display when the Moodle settings are disabled if there were any connections within the instance. 10-04-2022
Course / Instance Added functionality that can be enabled during Moodle Maintenance periods or known outages which will inform users if Moodle is unavailable 08-05-2022  
Course / Instance Fixed errors seen when accessing instance setup as a Financial Liaison 09-09-2022  
Financials Updated Instance bulk registration to enforce price by date settings, including when a Discount is used. 11-18-2022  
Financials Expanded access for Financial Liaison’s to Instance Registration Report 11-18-2022  
Financials Added search fields for OUC and Activity Dates to the Registration Financials report for Youth Activities 11-18-2022  
Financials Added administrative functionality for REPORTER Support staff to inactivate Project and Billing Project IDs 10-04-2022  
Financials Changed the label for Pay Later to ‘Payment Instructions’ and added additional functionality for email reminders 10-04-2022  
Financials Removed the automatic OUC Filter for Financials Admins viewing the Revenue Report for CEUs 10-04-2022  
Financials Fixed an issue where Cart Add-Ons were missing the corresponding OUC in the Revenue Report tab for Cart Add-ons. 10-04-2022  
Financials Added cart add on donations to the Revenue Report. 08-05-2022  
Financials Donations from cart add-ons are now included in the Financial Donations report 08-05-2022  
Financials Updated button label for clarity in overpaid orders section of the Refunds tab 10-04-2022  
Financials The Financial Admin role now has the ability to add a Billing Project ID 10-04-2022  
Financials Corrected errors when accessing financial reports with course admin role 11-18-2022  
Financials Updated Registration Financials report to include OUC, course ID and instance start/end date 11-18-2022  
Financials Updated Registration Financials report Program tab to include OUC and program ID as searchable fields 11-18-2022  
General Updated the default landing page for users on a mobile device. Participants will now be brought directly to their dashboard which includes sections like Upcoming Courses and Completed Activities. 10-04-2022  
General Added functionality to temporarily reduce what is automatically loaded on a participant’s homepage during busy registration times 10-07-2022  
General Made visual improvements to the catalog search results and updated the ‘browse’ link on the landing page to go directly to the catalog search. 09-09-2022  
General Updated homepage background photo seen prior to log in. 09-09-2022  
General Completed an upgrade for the Mendix Platform that is used to by REPORTER. This included some minor visual changes. 09-09-2022
Memberships Added balance due column to the membership roster 10-04-2022  
Memberships Fixed an issue where required profile fields were not being enforced properly for Membership registrations. 09-09-2022  
Required Training Expanded search options available within Compliance Reports – Significant additions include: Employee Class filter available for assigning, unassigning, and changing due dates 10-04-2022  
Required Training Corrected an issue with sorting date columns on the Detailed Assigned user report. 10-04-2022  
Required Training Updated functionality to the ‘Assign’ window so that all Assign & Register actions use a single email template. Two step assign and register has been removed. Additionally, the search option can be used to identify users for assignment & registration without importing a file. To see more about the Assign window and where to find it as a Compliance Admin, please see the related help document. 10-04-2022
User Management Added an option to “Edit” Brickyard User accounts when reviewing a user in ‘Participant Management’. 10-13-2022  
User Management Activity Admins with access to Guest Account Management can now edit Legal Names. 10-04-2022  
Youth Activities Registration for Youth Activities can now be set to require specific account fields during registration, including requiring Phone number and Address fields 11-18-2022  
Youth Activities Fixed issue where price by date was not being considered during bulk imports for Youth Activity registration. 11-18-2022  
Youth Activities Updated copy functionality for creating Youth Activities to: (1) fix an issue with the new ID length is longer than the character limit, and (2) automatically add the person who creates the copy as an admin of the activity. 10-04-2022  
Youth Activities We are no longer including a section for Allergies, Medications, and Considerations within the profile setup of minors in a family. If required, this information should be included in the program’s required forms. 10-04-2022  
Youth Activities Required Youth Activity cart add-ons are now being included on registrations created using the bulk upload process 11-18-2022  
Youth Activities Now displaying only the available activities in the 4 digit OUC when transferring a youth participant from one activity to another 11-18-2022  
Youth Activities Updated the ‘Amount Due’ value seen from the Youth Activity roster to include both registration and Cart add-on fees. 10-04-2022  
Youth Activities Youth Activity Registration report results are now sorting by registration date 10-04-2022  
Youth Activities Updated bulk registration for Youth Activities to account for Price by Date settings, including when a Discount is being applied. 11-18-2022  
Youth Activities Added new communication preferences settings to Youth Activity Setup to include options to be notified when someone registers, or how many seats are left. 11-18-2022  
Youth Activities Added waitlist numbers to Youth Activity Registration Report 10-07-2022  
Youth Activities Added additional optional fields to youth activity bulk registration import 11-18-2022  
Youth Programs – Compliance Added the ability for Form Editors to copy an existing minors compliance form in order to make a new one. 10-04-2022
 
Youth Programs – Compliance Corrected an issue causing a generic error for Youth Admins attempting to download a PDF copy of Minors Compliance form that includesd special characters. 11-18-2022  
Youth Programs – Compliance Added system checks to prevent new youth activities from being opened for registration if associated with a finalized Youth Program form. Additionally, added warning for Minors Compliance Liaison if they are attempting to finalize a program with registrations for active and future youth activity dates. 11-18-2022  
Youth Programs – Compliance Updated language on Youth Activity General Participation Waiver to match the latest version from General Counsel. 10-04-2022  
Youth Programs – Compliance Updated the exportable PDF of Minors Compliance form to match new settings. 10-04-2022  
Youth Programs – Applications Youth Program Application confirmation email messages sent upon submission of the application can now be set to include both the parent and the child email addresses. 11-18-2022  
Youth Programs – Applications Updated functionality around initiating a Youth Application when Brickyard Account information is required. 11-18-2022  
Youth Programs – Applications Added validation to Youth Applications to prevent application submissions using an @ncsu.edu email 10-04-2022  

Completed March 2022 – July 2022

Topic
Summary
Release on
 
CEU Portal Corrected CEU Portal issue where editors could not add rosters for instances with recurring schedules 10-07-2022  
CEU Portal Corrected issues related to adding and removing schedule blocks in the CEU Portal. 10-04-2022  
Certificate Programs Improved the layout of the ‘List’ view catalog search results. 09-09-2022  
Certificate Programs Fixed issue where Certificate Admins could not import registrations for participants who were also currently selected in a cart. 11-18-2022  
Certificate Programs Corrected an issue preventing Certificate Program Admins from adding elective program items after registration has begun. 11-18-2022  
Certificate Programs Removed inactive course results seen by Certificate Program Participants searching with a program they are in as a filter. 09-09-2022  
Certificate Programs Ability to inactivate elective options now includes validation with respect to the required number for completion. Certificate Program Admins are required to have enough active electives, and will be stopped if the number of inactive electives will make the number of options less than or equal to the require number of electives. 09-09-2022
Certificate Programs Participants are no longer able to duplicate registrations by submitting an application with only Supervisor Approval Required prior to being registered by a Program Admin. 09-09-2022  
Certificate Programs Fixed issue with Certificate Program cancellations that were not being added to refund queue 08-16-2022  
Course / Instance Corrected an issue with the enrollment numbers displayed in the SACS Data Report not updating automatically. 12-01-2022  
Course / Instance Completed numerous visual updates to course administration, details about which can be seen in the related help document. 09-09-2022
Course / Instance Improved layout and terminology in the drop request window seen by Participants. 10-04-2022  
Course / Instance Fixed issue with recurring schedules changing times based on Daylight Savings Time. 10-04-2022  
Course / Instance Updated functionality around uploading a Signature file for Completion Certificates to address an issue with the file disappearing after saving changes. 11-18-2022  
Course / Instance Historical Completion imports are now including the trigger of Post-Course Survey Emails notifications if that feature is enabled. 11-18-2022  
Course / Instance Added a column for ‘Discount Code’ to the Course Registration report option for “Rosters with Brickyard Account Fields”. Added a column for ‘Registration Date’ on the Additional Roster Information report obtained from the instance roster tab. 11-18-2022  
Course / Instance Updated Bulk Registration imports for instances to use price-by-date settings. 11-18-2022  
Course / Instance Added development to better enforce seat counts during high volume registration windows. 11-22-2022  
Course / Instance The setting for including the course’s instances in the SACS Report has been removed, and all instances are now included by default. 09-09-2022  
Course / Instance Fixed issue with bulk registrations not properly implementing ‘Price by date’ when applying discounts. 11-18-2022  
Course / Instance Updated the details included in the instructors “View” window that is accessible from their dashboard 09-09-2022
Course / Instance Made visual updates to the ‘View’ layout for both course and instance 09-09-2022
Course / Instance Added Functionality to LMS Post Log tab in course/instance to make tab visible when instance has Moodle or related LMS Posts. Updated the LMS POST Logs tab, seen when editing an instance, to display when the Moodle settings are disabled if there were any connections within the instance. 10-04-2022
Course / Instance Added functionality that can be enabled during Moodle Maintenance periods or known outages which will inform users if Moodle is unavailable 08-05-2022  
Course / Instance Fixed errors seen when accessing instance setup as a Financial Liaison 09-09-2022  
Financials Updated Instance bulk registration to enforce price by date settings, including when a Discount is used. 11-18-2022  
Financials Expanded access for Financial Liaison’s to Instance Registration Report 11-18-2022  
Financials Added search fields for OUC and Activity Dates to the Registration Financials report for Youth Activities 11-18-2022  
Financials Added administrative functionality for REPORTER Support staff to inactivate Project and Billing Project IDs 10-04-2022  
Financials Changed the label for Pay Later to ‘Payment Instructions’ and added additional functionality for email reminders 10-04-2022  
Financials Removed the automatic OUC Filter for Financials Admins viewing the Revenue Report for CEUs 10-04-2022  
Financials Fixed an issue where Cart Add-Ons were missing the corresponding OUC in the Revenue Report tab for Cart Add-ons. 10-04-2022  
Financials Added cart add on donations to the Revenue Report. 08-05-2022  
Financials Donations from cart add-ons are now included in the Financial Donations report 08-05-2022  
Financials Updated button label for clarity in overpaid orders section of the Refunds tab 10-04-2022  
Financials The Financial Admin role now has the ability to add a Billing Project ID 10-04-2022  
Financials Corrected errors when accessing financial reports with course admin role 11-18-2022  
Financials Updated Registration Financials report to include OUC, course ID and instance start/end date 11-18-2022  
Financials Updated Registration Financials report Program tab to include OUC and program ID as searchable fields 11-18-2022  
General Updated the default landing page for users on a mobile device. Participants will now be brought directly to their dashboard which includes sections like Upcoming Courses and Completed Activities. 10-04-2022  
General Added functionality to temporarily reduce what is automatically loaded on a participant’s homepage during busy registration times 10-07-2022  
General Made visual improvements to the catalog search results and updated the ‘browse’ link on the landing page to go directly to the catalog search. 09-09-2022  
General Updated homepage background photo seen prior to log in. 09-09-2022  
General Completed an upgrade for the Mendix Platform that is used to by REPORTER. This included some minor visual changes. 09-09-2022
Memberships Added balance due column to the membership roster 10-04-2022  
Memberships Fixed an issue where required profile fields were not being enforced properly for Membership registrations. 09-09-2022  
Required Training Expanded search options available within Compliance Reports – Significant additions include: Employee Class filter available for assigning, unassigning, and changing due dates 10-04-2022  
Required Training Corrected an issue with sorting date columns on the Detailed Assigned user report. 10-04-2022  
Required Training Updated functionality to the ‘Assign’ window so that all Assign & Register actions use a single email template. Two step assign and register has been removed. Additionally, the search option can be used to identify users for assignment & registration without importing a file. To see more about the Assign window and where to find it as a Compliance Admin, please see the related help document. 10-04-2022
User Management Added an option to “Edit” Brickyard User accounts when reviewing a user in ‘Participant Management’. 10-13-2022  
User Management Activity Admins with access to Guest Account Management can now edit Legal Names. 10-04-2022  
Youth Activities Registration for Youth Activities can now be set to require specific account fields during registration, including requiring Phone number and Address fields 11-18-2022  
Youth Activities Fixed issue where price by date was not being considered during bulk imports for Youth Activity registration. 11-18-2022  
Youth Activities Updated copy functionality for creating Youth Activities to: (1) fix an issue with the new ID length is longer than the character limit, and (2) automatically add the person who creates the copy as an admin of the activity. 10-04-2022  
Youth Activities We are no longer including a section for Allergies, Medications, and Considerations within the profile setup of minors in a family. If required, this information should be included in the program’s required forms. 10-04-2022  
Youth Activities Required Youth Activity cart add-ons are now being included on registrations created using the bulk upload process 11-18-2022  
Youth Activities Now displaying only the available activities in the 4 digit OUC when transferring a youth participant from one activity to another 11-18-2022  
Youth Activities Updated the ‘Amount Due’ value seen from the Youth Activity roster to include both registration and Cart add-on fees. 10-04-2022  
Youth Activities Youth Activity Registration report results are now sorting by registration date 10-04-2022  
Youth Activities Updated bulk registration for Youth Activities to account for Price by Date settings, including when a Discount is being applied. 11-18-2022  
Youth Activities Added new communication preferences settings to Youth Activity Setup to include options to be notified when someone registers, or how many seats are left. 11-18-2022  
Youth Activities Added waitlist numbers to Youth Activity Registration Report 10-07-2022  
Youth Activities Added additional optional fields to youth activity bulk registration import 11-18-2022  
Youth Programs – Compliance Added the ability for Form Editors to copy an existing minors compliance form in order to make a new one. 10-04-2022  
Youth Programs – Compliance Corrected an issue causing a generic error for Youth Admins attempting to download a PDF copy of Minors Compliance form that includesd special characters. 11-18-2022  
Youth Programs – Compliance Added system checks to prevent new youth activities from being opened for registration if associated with a finalized Youth Program form. Additionally, added warning for Minors Compliance Liaison if they are attempting to finalize a program with registrations for active and future youth activity dates. 11-18-2022  
Youth Programs – Compliance Updated language on Youth Activity General Participation Waiver to match the latest version from General Counsel. 10-04-2022  
Youth Programs – Compliance Updated the exportable PDF of Minors Compliance form to match new settings. 10-04-2022  
Youth Programs – Applications Youth Program Application confirmation email messages sent upon submission of the application can now be set to include both the parent and the child email addresses. 11-18-2022  
Youth Programs – Applications Updated functionality around initiating a Youth Application when Brickyard Account information is required. 11-18-2022  
Youth Programs – Applications Added validation to Youth Applications to prevent application submissions using an @ncsu.edu email 10-04-2022  

Completed June 2021 – March 2022

General Topic
Summary
Released on
CEU Portal Registrations are no longer allowed for instances awaiting CEU Request approval – approval is required before taking registrations 03-11-2022
CEU Portal Updated CEU Requests Report by adding the name of the person who finalized the request 03-11-2022
CEU Portal Updated validation of the Project ID field in CEU portal step 10 to match validation used when people pay for instances via a project id. 11-06-2021
CEU Portal Added validation to ensure a valid project id/phase is included when submitting CEU request for final approval 09-03-2021
CEU Portal Changed Program Sponsor field on CEU request to text field 08-09-2021
CEU Portal Updated CEU Participants report to include “Order Number” as a column 06-25-2021
CEU Portal Updated participant’s My Profile page to include a CEU course report 06-25-2021
Certificate Programs Add balance due column on both the Certificate Program roster and dashboard 01-18-2022
Certificate Programs Added Certificate Programs Registration page under Participant Management 03-11-2022
Certificate Programs Bulk Registration template has been updated to allow Program Admins to create accounts for new Brickyard users, indicate the order owner and include discount codes. 03-11-2022
Certificate Programs Corrected the ‘Supervisor’ field in the Detailed Roster report 03-11-2022
Certificate Programs Expanded Enrollment History report to include records for Certificate Programs and Youth Activities 03-11-2022
Certificate Programs If an instance has an enrollment restriction related to a Certificate Program, only program participants who have paid in full for the program registration can register for the related instances 03-11-2022
Certificate Programs Multiple improvements to Certificate Program roster and dashboard pages 03-11-2022
Certificate Programs No longer including cancelled or in progress orders on Certificate Program roster or dashboard view of participants 01-28-2022
Certificate Programs Updated Certificate Program Report to exclude invalid orders 03-11-2022
Certificate Programs Updated prerequisite functionality to allow for ‘AND/OR’ logic in Certificate Programs 09-03-2021
Certificate Programs Instance Rosters are now properly reflecting if participants are actively enrolled in a related Certificate Program. This indication is included to the left of the Order Number when viewing the Instance roster 06-25-2021
Certificate Programs Separated Completion Item records and Program Item completion records into two reports 06-25-2021
Certificate Programs Updated the date displayed for required certificate program courses in ‘Details’ to show the related instance start date 08-09-2021
Certificate Programs Added a setting to indicate a visual order for items in a certificate program 06-25-2021
Course / Instance Correct issue with transferring a cart add on – created a report to identify these 12-09-2021
Course / Instance Corrected an issue causing delays to some outstanding payment emails triggered from the roster 11-06-2021
Course / Instance Updated Cart Add On functionality to only allow $0 Cart Add Ons if the add-on price is fixed 11-30-2021
Course / Instance Updated Course Catalog Information report to only include instances that are active and have a registration end date in the future 01-18-2022
Course / Instance Updated the ‘Cancel Registrations’ window to include search fields for ‘Active Student?’ and ‘Active Employee?’ 03-11-2022
Course / Instance Updated the SACS Data Report to include a column and search filter for ‘instance status’ 11-06-2021
Course / Instance Added an option to require users to complete a prerequisite course in order to register 09-03-2021
Course / Instance The Course Catalog Information report is now also including the fields: Subject Areas, Areas of Interest, and Keywords 06-25-2021
Course / Instance Updated the Questionnaire Response table to include the time and date the participant registered 09-03-2021
Course / Instance Added a feature to the cart allowing registrants to check the policies box just once if there are multiple courses in the cart with the same policies. 06-25-2021
Course / Instance Added a prompt for Course Admins to adjust their webinar link if it is missing the “http” portion of the link (which is needed) 06-25-2021
Course / Instance Added the option to obtain a course deeplink from the mobile dashboard 06-25-2021
Course / Instance Corrected an issue where bulk registration email message was adding “ ” to the name of the person creating the account 08-09-2021
Course / Instance Fixed a display issue with the Bluefin order complete screen 08-12-2021
Course / Instance Fixed an issue where transferred participants were not seeing the prerequisite requirements (documents) for their new instance registration. 08-09-2021
Course / Instance Fixed an issue with instance copy related to prerequisite details/setup 06-25-2021
Course / Instance Instance price can no longer be changed once registrations have occurred – if changes are needed, a new instance should be created and existing participants can be transferred. 08-09-2021
Course / Instance Instances tied to a Moodle Project space can now specifiy an enrollment window of up to 1825 days 06-25-2021
Course / Instance Removed enrollment restriction validation from “Add to Cart” button, so users can register others even if they don’t personally meet the restriction (Restrictions will still be enforced during checkout or if “Register Now” is used) 08-09-2021
Course / Instance The option to enable a waitlist and notify course admins when it activates is now available for all instance formats 06-25-2021
Course / Instance Updated options for ‘Professional Credit Hours’ setup to include the option of “Continuing Education” 08-09-2021
Course / Instance Instances are now requiring contact information that participants can use to request ADA accommodations. 08-09-2021
Course / Instance Updated bulk registration process so that registrations that require payment cannot be registered and marked complete during the same import. Participants should be imported as ‘Pay Later’ registrants prior to importing completion dates. 01-18-2022
Course / Instance Updated the ‘Courses’ section of the Activity Details reports available to participants. 03-11-2022
Course / Instance Functionality for cost based instances allowing users to register without logging in is now an optional setting that can be disabled. 08-12-2021
Course / Instance Gave instructors the ability to update their own instructor profiles 06-25-2021
Financials Add “Starts with OUC” as a search field on the Financials Reports: Revenue Report, Transaction Details, and Discount Report 11-06-2021
Financials Added ‘Payment Details Created Date’ date range fields to the Transaction Details report 11-06-2021
Financials Added “Order Status” to all tabs across the Revenue Report 03-11-2022
Financials Added Deposit Slip Number field to View Payment Info screen 03-11-2022
Financials Added details about Moodle space to the Instance Settings section of the Financial Reports 03-11-2022
Financials Added help text to the ‘Post Payment’ area of the payment details screen to improve clarity for administrative users 03-11-2022
Financials Added limitations to financial setup to prevent the use of project ids starting with 6 as revenue projects 11-06-2021
Financials Added project ID validation to the administrative payments window 11-12-2021
Financials Added time stamps to the Invalid Orders tab 03-11-2022
Financials Changed column heading on Discount Report to say “Discount Amount” 01-18-2022
Financials Corrected a reporting error in the Discount Report for Youth Activities that was impacting data for retroactively applied discounts 01-18-2022
Financials Corrected an issue that prevented the addition of a check payment or cc correction payment to a paid order if it caused an overpayment 03-11-2022
Financials Corrected an issue with discount code setup (made additional field required) that was causing participants to get a generic error when applying an incorrect code 03-11-2022
Financials Corrected an issue with how refunds were being generated when only refunding the cost of a cart add-on item 03-11-2022
Financials Corrected an issue with the calculation of order totals and balance due when a registration transfer occurs 11-06-2021
Financials Added “Create New Order Summary” button to Finance tab, allowing Financial Admins and Liaisons to create a new order summary when needed 09-03-2021
Financials Resolved an issue with applying payment type to all cart items that was causing errors during registration 08-18-2021
Financials Course Admins now have access to view Financial Reports for their courses using the left side menu ‘Reports’ option in REPORTER 03-11-2022
Financials Created a new report, Donations Report, with details about cart add-ons that are the type ‘Donation’ in support of reporting to University Advancement 11-16-2021
Financials Donation refunds are now showing in the Refunds List 03-11-2022
Financials Fixed an issue causing an error to be present to Financial Admins on the Pricing tab of financial setup 01-18-2022
Financials If a Cart Add-On is setup as the type “Donation”, the Revenue Project setup field is limited to projects that begin with a 7 01-18-2022
Financials Resolved a generic error being displayed for Financial Admins attempting to view the Refunds History tab 01-18-2022
Financials Updated Canceled Orders tab to filter by provisioned OUC for Financial Admins 03-11-2022
Financials Updated Cart-Add On Setup so that any Item with the Type “Donation” must be set to a revenue project id with a subclass of 79 03-11-2022
Financials Updated CEU Participants Report export function and made report available to Financial Liaisons 03-11-2022
Financials Updated Order completion screen to indicate if included registrations have been cancelled 11-06-2021
Financials Updated Order Summary to include additional details related to payments that included a donation 03-11-2022
Financials Updated Orders Not Paid report to exclude orders that are not either ‘In Progress’ or ‘Sent to Nelnet’ 12-09-2021
Financials Updated the Price drop down field used during activity setup with a search function 03-11-2022
Financials Added the option for Course Admins to specify an Order Owner for Bulk Registrations when creating one order for the registration 08-09-2021
Financials Addressed an error occuring when posting order overpayments via ‘Apply Administrative Payment’ 08-09-2021
Financials Corrected issues around Membership cart add ons and date based pricing 06-25-2021
Financials Payments processed via Bluefin will maintain the original Order Owner when the payment is processed 08-09-2021
Financials Simplified payment options presented on checkout page when registrants are registering for multiple items in one order 06-25-2021
Financials Updated the Financials report provided for Youth Activity Admins 08-09-2021
Financials Add functionality to show the cancellation and refund policies statement and check box on all payment screens. 08-09-2021
Financials Added abiltiy for Financial Admins and Liasons to update the Order Owner on an order 06-25-2021
Financials Added drilldown on Billing Report for Membership and Transcript transactions 06-25-2021
Financials Added functionality to prevent the editing and deletion of pricing that has been previously in use 08-09-2021
Financials Added Instance ID to the order summary for CEU transactions 06-25-2021
Financials Added Pay Later as an option for Course Admins, allowing them to register participants when Pay Later is not allowed on the instance 06-25-2021
Financials Updated help documentation for Financial Admins to Update the Order Owner (person responsible for payment) 11-06-2021
Financials – Payment Plans Blocked the option to use a payment plan if the registration occurs after the final payment for the plan would be due 11-06-2021
Financials – Payment Plans Added ability for Course Admins/Youth Activity Admins to register someone with a payment plan when completing registration on their behalf 11-06-2021
Financials – Payment Plans Added additional logic for splitting payments when payment plan custom payments are made on orders with multiple participants 11-06-2021
Financials – Payment Plans Added logic to prevent Payment Plan edits after registrations have started 11-06-2021
Financials – Payment Plans Added option into payment plans to base payment due date off of the activity start date 11-06-2021
Financials – Payment Plans Added Payment Plans functionality to Youth Activities 11-06-2021
Financials – Payment Plans Corrected an issue with the display of order totals for payment plan orders 01-18-2022
Financials – Payment Plans Corrected issues with Payment Plan setup and restored editablity for the Financial Admin role 01-18-2022
Financials – Payment Plans Fixed an issue in which payment plans for multi-person registrations were not distributing evenly amongst the participants. 11-06-2021
Financials – Payment Plans If payment plans are available, participants can now make payments towards a payment plan from their dashboard 11-16-2021
Financials – Payment Plans Updated default functionality for the OUC 0930 so that Payment Plan and CEU settings do not update at the same time 11-06-2021
Financials – Payment Plans Enhanced Payment Plans functionality – contact reporter_support@ncsu.edu to begin using payment plans. 01-18-2022
General Added Taiwan to country list during account creation 11-30-2021
General Completed platform updates related to Shibboleth login security updates 01-18-2022
General Corrected an issue with manual email options (as seen on Instance Roster, and Assigned Participants), causing emails with over 1000 recipients to fail to send 03-11-2022
General Updated the GetCourseInfo webservice to include active courses that have no instances 11-30-2021
General Updated catalog search results to sort alphabetically 06-25-2021
Memberships # of Members value on the Group Dashboard is now only reflecting the number of active members 01-18-2022
Memberships Added a ‘Memberships’ tab to participant profile to provide self-service details 03-11-2022
Memberships Added cart add-on options to membership purchases 03-11-2022
Memberships Added settings to enable enrollment restrictions enforced for those joining the group or membership 03-11-2022
Memberships Correct where unable to use anonymous quick register for paid courses when membership restriction/cart add on is involved 11-12-2021
Memberships Corrected an issue allowing users to bypass restrictions in specific cart add-on scenarios 01-18-2022
Memberships Corrected an issue preventing people from returning to pay for a membership registration if they go to pay before they are ready to checkout. 11-06-2021
Memberships Membership dates updating before orders are complete 11-06-2021
Memberships Rename column headings on member reports for clarity 01-18-2022
Memberships Added functionality allowing Membership Managers with Full Access to update and apply the renewal window for all members of a group 07-09-2021
Memberships Added functionality allowing REPORTER Support to make manual participant substitutions for Membership Renewals 08-09-2021
Memberships Added the ability to select profile fields (phone, address, employer, title) that members are required to fill-in in order to purchase a membership 08-09-2021
Memberships Added the ability to trigger emails that are a “Renewal Reminder for Expiring Members” 06-25-2021
Memberships Corrected an issue preventing users who are not yet logged in from initiating a registration with a membership restriction 08-09-2021
Memberships Corrected the ‘Active Members’ number on the dashboard to only include active members 08-09-2021
Memberships Improved detailed membership report by adding additional data and search fields 08-09-2021
Memberships Resolved an issue and corrected affected orders where old Membership renewals were being activated when a new Membership renewal was purchased 09-30-2021
Memberships Updated Participant Management page to display Memberships with order details relevant to the member’s overall status 09-30-2021
Required Training Add a search page to the Supervisor window for assigning employees that allows them exclude anyone already assigned from the search results (see Step 6 of ‘Managing Employees: Assign Training as Required’ from the document “NC State Supervisor & Participant Liaison Guide (Manager help documentation)”) 01-18-2022
Required Training Added a column for ‘Email’ to the Compliance warnings page given to Supervisors – more details about this feature available in the linked help document and on this support page: https://go.ncsu.edu/supervisorhelp 03-11-2022
Required Training Added a search field for “Supervisor Email” to the Primary Compliance Report *Note: this field can be used to confirm which employees a particular person was emailed about in a Supervisor Notification* 03-11-2022
Required Training Added a tab for “Email History” when managing assignments for a specific requirement. Email History records will only include email messages that have the name of the requirement in the subject line. All automated emails will include the requirement name by default, but admins are advised to be mindful of this when considering changing the name of a requirement. 03-11-2022
Required Training Added an option to email users from the compliance report, allowing compliance admins to identify and contact specific portions of their audience. 01-18-2022
Required Training Added an option to the ‘External Courses’ dashboard page to apply previous approvals to existing users 03-11-2022
Required Training Added email address column to the Compliance ‘Notes’ report 03-11-2022
Required Training Added paging menu to the external course history tab on the manage courses dash-tab 03-11-2022
Required Training Added settings allowing compliance actions for a requirement to be disabled for Supervisor use. Please contact REPORTER Support if you would like to make changes to any settings (reporter_support@ncsu.edu). 11-06-2021
Required Training Administrative update to deactivate any required training assignments applied to System Inactive users from requirement assignments. 03-11-2022
Required Training Completed updates to email templates and refined timing for weekly reminders. 11-12-2021
Required Training Corrected an issue preventing compliance due date reminders from sending as expected on the day following a user’s due date 03-11-2022
Required Training Corrected an issue where users who completed required training were not being changed from ‘Complete’ to ‘Action Needed’ when their refresh due date approached. This did not impact compliance status but did impact dashboard notifications and delayed some email warnings. 11-06-2021
Required Training Corrected an issue with the Employee ID search field on the View Assigned Participants page 11-06-2021
Required Training Improved the ‘Compliance by Participant’ report as follows:
– Added a column for “Email”
– Added a search field for “Registration Status”
– Improved existing search field labels
– Added Due Date search options
– Added ‘Most Recent completion’ search options
03-11-2022
Required Training Improved the availability and added help details for the ‘Refresh’ option found on the My Team tab. 03-11-2022
Required Training No longer allowing users to be assigned to a requirement if their account is ‘Inactive’ on the system level 11-06-2021
Required Training Updated reporting of archived requirements to retain access to the compliance notes 12-09-2021
User Management Updated Participant Management reports to show only active and complete orders 11-06-2021
User Management Added option for Course/Activity Admins to “Edit Profile fields” for Brickyard Accounts from Participant Management 06-25-2021
User Management Course/Activity Admins are now able to view Email Address, Address, Phone number, Employer and Title for Brickyard accounts under Participant Management. 06-25-2021
User Management Email address changes made in the Brickyard system by REPORTER Support are now updated in both REPORTER and Moodle 06-25-2021
User Management Made visual changes to Participant Management page. 03-11-2022
Youth Activities Updated forms listed to exclude records for participants that cancelled their registration 03-11-2022
Youth Activities Visual improvements for Youth Program Deeplinks 11-12-2021
Youth Activities Youth Activity Admins are now able to register participants as ‘Pay Later’, even if pay later is disabled for regular participants 11-06-2021
Youth Activities Youth Activity admins can now upload document forms on behalf of participants who have not submitted them yet 11-12-2021
Youth Activities Youth Activity Admins now have the ability to see (but not change) details about Custom Forms that have been enabled for the activity when reviewing Step 6 of the setup. 03-11-2022
Youth Activities Youth activity contact info has been corrected on registration confirmation email 11-18-2021
Youth Activities Fixed an issue where registrants were not able to submit questions in the cart for youth activities while on the mobile site 08-09-2021
Youth Activities Fixed an issue where youth activity registrants were being asked to complete vehicle release forms when they weren’t required 06-25-2021
Youth Activities Youth Activity Roster now includes an option to “Select All” which can be used for additional roster functions 07-02-2021
Youth Activities Added functionality to better support downloading files that participants upload as part of their youth activity forms 11-04-2021
Youth Activities Completed multiple improvements to youth activity registration deeplinks 12-09-2021
Youth Activities Correct an issue where overnight camps were displayed as one long schedule block, instead of being divided by days. 01-18-2022
Youth Activities Corrected an issue preventing use of cart add-ons with an editable price 11-06-2021
Youth Activities Corrected an issue where participants registering for Youth Activites were not getting directed to Cart when using a Mobile device 01-18-2022
Youth Activities Corrected issues seen in Youth Activity Schedule setup that caused problems for certain multi-day session use cases 03-11-2022
Youth Activities Created a report for Youth Cart addons that displays the name of the youth participant 03-11-2022
Youth Activities Made numerous improvements to youth activity forms, including updated language and dashboard improvements. 11-06-2021
Youth Activities Updated ‘Enrollment History’ report for Youth Activities to be a separate from the one for Instances 03-11-2022
Youth Programs – Compliance Completed updates to the Youth Program participation waiver templates built into REPORTER, including adding a waiver for ‘Hybrid’ programs 11-06-2021
Youth Programs – Compliance Made multiple improvements to the Minors Compliance Dashboard and search functionality 11-06-2021
Youth Programs – Compliance Updated reports to reflect manually entered background details for old forms, and pull in details for new or active forms 11-12-2021
Youth Programs – Compliance Phone number field is now required 06-25-2021
Youth Programs – Compliance Updated ‘Save’ options on Minors compliance form to reduce redundencies & clarify functionality 09-03-2021
Youth Programs – Compliance Updated assignment and email functionality to not trigger actions for old, cancelled, and finalized forms 08-09-2021
Youth Programs – Compliance Updated notification of screening email to covered individuals to include the Program ID 08-09-2021
Youth Programs – Applications Added ‘price by date’ functionality as an option for youth activities 02-01-2022
Youth Programs – Applications Added a setting to temporarily disable all youth activity applications – for use during Brickyard updates or outages 11-06-2021

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