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System Updates for 4/10 – 5/2

By OldID - Lucy

 

REPORTER Highlight: Did you know? Ever wondered what roles in REPORTER have access to which functionality and data? Check out our Roles Access Charts here!

 

Featured Development

  • Youth Registration functionality, including the creation of family (parent/child) accounts, has been added to REPORTER. The Wilson College of Textiles will pilot Youth Camp Registration, with initial registrations beginning Friday, May 3rd.  Please email reporter_support@ncsu.edu if your department has an interest in using REPORTER for youth registrations.
  • The transfer process has been improved to allow for transfers between instances with different price points: Participant Guide to Transfers

 

The REPORTER Production environment has been recently updated with the following functionality:

  • Registration Improvements
    • Improved the navigation for Guests creating new accounts.  Once the account is created, we are now returning them to a REPORTER page that only displays the “Guest Login” option.
    • Fixed an issue preventing some users from clearing their cart
    • Corrected an issue with instance enrollment restrictions preventing checkout
    • Improved the registration process to run more efficiently during high demand registration windows
    • Updated the Registration Notification email to send only once for pay later orders
  • Transfer Updates and Improvements
    • Improved transfer submission page for clarity
    • Transfers are now available to instances of the same course that are different prices
      • REPORTER will calculate the difference between instances and charge or refund as appropriate
    • Added additional information for transfer records within registration history reports
    • Updated email messages associated with transfers
    • Updated the transfer request tab for Course Administrators under the ‘Manage Courses’ dashboard
  • Course/Instance Updates
    • Improved the process for reordering registration questions
    • Improved all Instance Rosters, including adding additional student information and fixing a department name display issue
      • Primary Roster: Found on the Roster tab of the instance, now includes staff/faculty/student status
      • View/Export More Detail: A button on the roster tab, will provide details most relevant for internal NC State registrants
      • Additional Roster Information: A button on the roster tab, will provide financial info and details most relevant for external/guest registrants
  • Certificate Programs Updates
    • Added the ability to email the Certificate Program roster and apply search fields to email portions of the roster – from the ‘View Participants’ page
    • Certificate Admins can now add elective items after participants have registered for the program
    • Fixed an issue preventing Certificate Program Admins from viewing and responding to drop requests
  • Required Training Compliance Related Improvements
    • Added a search option in the Assign search window to only search on users not already assigned
    • Added Employee Class to the ‘View/Export More Detail’ version of the Compliance Report
    • Fixed an issue causing separated employees to be incorrectly listed as active employees
    • Updated the ‘Out of Compliance’ warnings section on the ‘My Team’ tab to include all of the employees in the supervisor’s reporting structure and show more relevant compliance status information
    • New Bulk Assign Process is now available to Compliance Administrators
      • Takes into account if users are already assigned or registered – help document available here.
  • Financial Updates and Fixes
    • Added an ‘Other’ type for cart add-ons to use for items like t-shirts, dinner tickets, campus tours, etc
    • Fixed an issue with waitlist registrations calculating the price incorrectly when ‘price by date’ pricing was configured
    • Corrected an issue with the Cart Add On Revenue report not showing quantity correctly
  • Minors Compliance – Protection of Minors Form updates
    • Added the ability to create external accounts with the staff import on the Protection of Minors Compliance Form
    • Updated Compliance Liaison role to have full access to all forms
    • Fixed an issue preventing saving some forms
    • Updated viewing permissions of form editors and improved general functionality on the form
  • Initial Development of Youth Activities (Registration for participants under the age of 18)
    • Youth Activity registration includes many features currently included in course/instance registration – enhanced roster management, integration with Peoplesoft Financials, secure payments, registration questions and standardized form management.
    • Added the ability for Guest Users to create family accounts with one parent and multiple minors
    • Integrated Youth Activity registration with Protection of Minors compliance forms to prevent duplication of effort

 

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