Automatic Group Expiration **ATTENTION - Action Required**
Groups are a core function within EMP that provide myriad value to Users of all types and functions. Over time, most accounts see their list of Groups expand significantly, resulting in experiences such as navigating excessively large selection lists when attaching a group to an email, export, etc. Upon further investigation, a high percentage of existing groups appear to have been created as one-off queries which are no longer used or desired.
To prevent these temporary use groups from indefinitely cluttering the account, we will be enacting an Automatic Group Expiration policy that permanently removes unused groups which meet ALL of the following criteria:
The group is not "In Use By" any other system feature (Exports, Emails, Viewbook pages, etc.); AND
The group settings have not been saved (updated) in the past 60 days; AND
The group has not been "Favorited";
This last item is a new feature added to the Groups list page that allows any User to "Favorite" a group by clicking the star action icon. That group will be retained in the account indefinitely while favorited, regardless of whether it is in use or how often it is updated.
ACTION REQUIRED: Automatic Group Expiration will begin on January 15th.
Beforehand, please make sure that you review the Groups on your account that you would like retained to be sure they are "Favorited." From January 15th on, groups meeting the Expiration criteria will be removed on a daily basis.
Enhanced Groups Section on Student Record
The Groups section on the Student Record previously contained a sortable list of the Groups in the account that included that Student, which left a Student's exclusion from any non-listed groups to be inferred.
To increase the clarity and performance of this section, all Groups will now be listed by default, with a new column, "In Group?", indicating the Student's inclusion or exclusion in each listed Group.
Through a new filter, Users can still opt to limit the Groups displayed to those which include the Student through a new filter, but any such filtering selections within the Groups section will not be remembered when viewing other Student Records.
Confirm duplicate records on manual entry
When manually entering a student, Users can unknowingly create duplicate records if they don't search for the student prior to creating a new record. To help prevent this, EMP will check to see if the submitted First Name, Last Name and Email match any current students.
If a potential duplicate record is identified, a new popup window displays a warning with a link to the existing record with the option to cancel the submission, and avoid a duplicate entry, or to add the new student record as entered anyway.
TIP: Before manually creating a Student, first search for their Name (First & Last) and Email/Phone Number and inspect the full list of similar records for "fuzzy" matches, such as "Rick" and "Richard", to minimize duplicate entries.
Fixed an error in importing Notes files where the only option field available for mapping was the Note Author field. Any other options fields can now be mapped as intended.
Removed the default behavior where EMP automatically sent password-reset email to students upon their first visit to a secure PURL page. Now students visiting for the first time must request the new password directly by clicking the "Reset Password" link.
Fixed loose goal permissions that allowed users with 'View Personal Goals'-level access to see personal goals from any user. Now, those users will only see their own personal goals.
Fixed a bug in the importer that was saving '0000' for student's college CEEB if value in import file was blank.