Changelog
Follow up on the latest improvements and updates.
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The new parent user interface has been released to most schools. The updated UI provides a streamlined experience for parents for easy navigation. Please read our blog post for more information.
- Updated landing page with large tiles, optimized for mobile viewing
- Easy navigation between siblings
- Clear checklists items so parents can't miss
Optional Checklist Items
- Mark any checklist item as optional
- Parents will see the checklist item as optional, and can disable it. They can also 'Reopen' the item to complete it
- You can exclude Optional Checklist items in the Roster filter, in case you only want to see the required items
You can now add
Due Dates
for Checklist items for parents!There are two different types of due dates:
- Specific Datesyou can set both an Open Date and/or a Due Date. Open Date is the date the checklist item will appear for the parent, and the Due Date is when the parent should complete it by. This type is for specific calendar dates, useful if the due date is the same for every applicant. You can assign Open and/or Due Dates - both are not required.
- Timeframethe due dates will be different for each applicant. The date is assigned based on when the item first become available. For example, if the Timeframe is '7 Days', Student A's checklist was assigned last week, so the due date is today. Student B's checklist was assigned today, so the due date is next week.
There are two different types of deadlines:
- Soft DeadlineThis deadline serves as a visual cue to the parent. If it's past due, the parent can still complete it.
- Hard DeadlineIf this deadline is past due, the checklist item will not appear on the parent UI for the parent to complete.
Note on UI:
Yellow UI = due date is within 3 days
Red UI = due date is in the past (overdue)
Parent UI:
Admin Roster:
You can enable Enrollment Contracts now!
Contact support@openapply.com to have this feature enabled on your account.
View this tutorial for more information.
You can now edit multiple fields for multiple students at the same time on the rosters!
- First select the students then click Edit > Bulk Edit
- Select one or more fields and the new values to be updated
- Review the changes before making the bulk edit
- Type 'EDIT' before clicking 'Bulk Edit'
Summary
- Open Roster from the Enrolment Analytics
- Navigate between Applicant Profiles
- Template Name field to Email Templates
- Email Template Folder Collapse & Search
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Open Roster from the Enrolment Analytics
- Click on the numbers in the Enrolment Analytics to open a roster to see the students in more detail
Navigate between Applicant Profiles
- Open an applicant profile from a roster and use these options to navigate between profiles
Template Name field to Email Templates
- The Template Name field was added back to Email Templates
Email Folder Collapse & Search
- It's now easier to search for and scroll through email templates
The Zoom integration for OpenApply will no longer be supported. Although there will no longer be a direct integration, it is still possible to use your Zoom URLs with Virtual Events via OpenApply, as explained below.
As such, it is necessary for you to take the following steps:
a. Navigate to Settings > Admissions > Events, to check if you have any Virtual Tour or Virtual Open Day type events, where the location is Zoom. They may show a warning triangle next to them due to the Zoom integration no longer being supported. You can uncheck the Published box to hide the event, or click the trash can to delete the event, if the event does not have any registrations.
b. If you still wish to have the Virtual Tour or Virtual Open Day type event available for parents, click to create a new event, and choose ‘Other Location’ as the location for that event. You can then define a static link for the event. Zoom allows you to easily have a personal link in your Zoom settings, such as 'https://schoolname.zoom.us/my/username', so then you can set this as the location. We have further advice on creating events in OpenApply at the following link:
Zoom has further information about using a personal meeting ID or personal link here:
Our apologies for any inconvenience that this may cause. It is necessary for us to remove support for the Zoom integration due to changes relating to the integration, Zoom’s approval process and data security. However, the solution above actually simplifies the configuration process for virtual events, and makes it even easier for parents to join your events.
Please contact us at support@openapply.com if you have any questions or concerns, or if you would like any assistance with disabling your old Zoom events or creating new events with static links.
Kind regards,
The OpenApply Team
new
improved
Release Notes - Jan 22 2024
Checklist 3.0
Checklist Overview
- Located on the rosters, you can now see a preview of each applicant's checklist progress.
'Completed Checklist' Condition
- Use the 'Completed Checklist' condition to further enhance your checklist conditional logic. For instance, you can have Checklist B invisible to parents until Checklist A is completed.
Completed all Checklist (available with OpenApply CRM module)
- Use this new subscription criteria when you want to subscribe an applicant to an email campaign or an internal notification when they have completed all of their checklist items.
Status Level Checklist logic
- Set checklist conditional logic to Status Levels.
Masking API Fields
- Field masking improves the performance of the API, as well as makes it more convenient to use. Read this article for more information: https://schoolstech.faria.org/hc/en-us/articles/25874700503065-Extracting-specific-fields-with-Partial-Responses
1
. Filter for All Events & Filter for 'Not Registered'- 'Select All' is now available for faster event filtering.
- Filter for 'Not Registered' status. The filter will pull students eligible to register for the event.
2
. Ability to Archive Source Campaigns (only for the CRM Module)- A soft delete option for Sources that you no longer track.
3
. Improve Send Message drop-down UI- The drop-down is now wider, and Templates are multi-lined for better visibility.
4
. Improve Dashboard Analytics Performance- Data is now cached for quicker retrieval. Manual refresh option is available.
5
. Latest Activity Date- A new field capturing the date from the most recent Latest Activity. Useful for monitoring parent activity. Accessible through Roster, Export, and API.
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1
. 所有事件筛选 & '未注册' 筛选- 现在提供 '全选' 功能，可更快速地筛选活动。
- 增加 '未注册' 状态的筛选。该筛选将拉取有资格注册活动的学生。
2.
归档源活动的能力（仅限 CRM 模块）- 对您不再跟踪的来源提供软删除选项。
3.
改进发消息下拉菜单界面- 下拉菜单现在更宽，模板为多行显示，以便更好的可见性。
4.
提升仪表盘分析性能- 数据现在被缓存，以便更快速地检阅，并提供手动刷新功能。
5.
最新活动日期- 新增一个「最新活动日期」字段于学生名册、导出和 API，可获得最新活动的日期，用于追踪家长活动。
improved
Dec 11 2023 - Release Notes
Invoice Customisation
: You can now update your invoice to edit key fields, add student identifiers, and customise the appearance. Furthermore, each program has its own invoice settings.帐单定制
：您现在可以更弹性的定制发票模板，包含编辑关键字段，添加学生ID，自定义外观等等。此外，每个课程都有自己的发票设置。
improved
Dec 4 2023 - Release Notes
1
. In Application Review Mode settings, you can now set specific rubrics for reviewers. This lets you customise the review process so that reviewers only tackle questions relevant to their role. Useful for cutting down the number of questions some reviewers have to answer." 
2
. Set the review mode to display only 'Applicable Checklist' forms. With this option on, only forms labeled 'Applicable' will show up in Review Mode. Consider using this setting to avoid irrelevant forms in the Review Mode.
3
. We have added more data to the event CSV export, to help you more easily follow up with registrants. 
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