Update 23B

Revision History

This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:

Date	Module	Feature	Notes
06 APR 2023	Campus Community	User Name and Constituent ID Search in Person Profile	Updated document. Revised feature information.
17 MAR 2023			Created initial document.

Overview

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Feature Summary

Student Management

Campus Community

User Name and Constituent ID Search in Person Profile

Search for higher education person records using the person name, user name, email, or constituent ID.

Person Search

Academic level and program filters have been removed from person search.

This feature allows you to find the profile of a person more easily.

Steps to Enable

You don't need to do anything to enable this feature.

Attribute Tags and Tag Groups

Create, update, and delete general or service hold tags to assign to people. For example, you can create an attribute tag named Athlete and add it to a person profile. Also, group tags by adding tags to tag groups.

From Student Central, click Search and search for Tags to manage tags and tag groups.

Here's an example of a general tag being created.

Creating a General Tag

After creating the general tag, associate the tag with one or more tag groups. Associate a general tag with the Person Attribute tag group, so that you can assign the tag to person records.

Associating a Tag with a Tag Group

Select Service Hold as the type to create a service hold tag. For service hold tags, you can provide this information:

• Steps on how to resolve the hold.
• Indicate whether the resolution can be done internally within the institution.
• If internal, the page destination where the end user can resolve the hold and the contact who can help the end user.
• If external, use the detailed mitigation steps to specify the contact who isn't part of your institution.

Creating a Service Hold Tag

This feature allows you to keep all the tags organized in one place so later they can be assigned to people.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

You can now use this feature instead of the person tags feature to manage tags. These person tags tasks are no longer available in the Setup and Maintenance work area:

• Create Person Tags in Spreadsheet
• Upload Person Tags in Spreadsheet
• Manage Person Tags

In addition, for this new feature, you can import and export the data from one environment to another in the Functional Setup Manager. The import and export of data for person tags is no longer available.

Once assigned, a tag can’t be deleted or inactivated.

Person Attribute Tag Assignment

Assign attribute tags to people to identify them in reports, for example, assign an attribute tag named Military to a student.

Click Attributes on the person profile page to assign general type tags.

Assigning a General Tag to a Person Profile

Click the Service Holds tab to assign service hold type tags. When assigning a service hold tag, you can:

• Indicate whether the end user, to whom the hold is assigned, can view the hold on their My Account page.
• Specify the duration of the hold.
• Edit information on how to resolve the hold, such as mitigation steps, mitigation contact, and so on.

Assigning a Service Hold Tag to a Person Profile

This feature allows you to assign general and service hold tags to end users.

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

Manage Person Profile (Navigator > Academics > Person Profiles) is no longer available. Use Person Profiles (From Student Central, click Search and search for Person Profile Search) to assign general and service hold tags.

Security

Security Updates

Oracle Fusion Cloud Student Management delivers new pages, page elements, and page permissions assigned to the predefined job roles in each release.

Here are the newly added pages, page elements, and page permissions for the mentioned predefined job roles.

Page Name	New/Existing	Page Elements	New/Existing	Page Permission	New/Existing	Predefined Job Roles
Event Management	New	Event Details	New	View, Create, Update, and Delete	New	Higher Education Application Administrator
Event Management	New	Event Subscriber Details	New	View, Create, Update, and Delete	New	Higher Education Application Administrator
Tags and Tag Groups	New	Tag Groups	New	View and Manage	New	Higher Education Application Administrator
Tags and Tag Groups	New	Tags	New	View and Manage	New	Higher Education Application Administrator

Steps to Enable

You don't need to do anything to enable this feature.

Tips And Considerations

If you created user-defined roles and assigned page access to them using the Manage Application Access task in the Setup and Maintenance work area, you must review your user-defined roles to see if you need to assign them access to the new pages, page elements, and page permissions.

Access Requirements

You need an IT Security Manager role to use this feature.

Student Financials

Receipt Refunds by Account

Create refunds for all of the refundable receipts for an account in one action.

To process all outstanding refunds through the Issue Refunds process, schools previously had to create a transaction for each refundable receipt.

With this feature, schools can now use a single action and create multiple refund transactions and work more efficiently with an account that has multiple receipts or refundable credits.

Steps to Enable

You don't need to do anything to enable this feature.

Student Records

Post Enrollment Prerequisite Verification

Evaluate student requisites to potentially drop students from course sections when they haven't satisfied required prerequisite courses. Run a process when course sections from preceding academic periods are completed to identify students who failed to satisfy prerequisites and drop them from course sections in the current academic period.

Use the new Evaluate Student Requisites process instead of manually managing student records with unmet prerequisites.

The process uses course outcomes only, not result set values.

Here’s what the process does for courses in a particular academic period:

• Evaluates the records of students enrolled in the course to check if students have met the course prerequisites.
• Identifies which students haven’t met the perquisites.
• Removes students from the course.

Here’s how you run the process:

1. Click Navigator and in the Tools area, click Scheduled Processes.
2. Click Schedule New Process.
3. Select Evaluate Student Requisites and click OK.
4. Select your parameters.
5. Click Submit.

Evaluate Student Requisites Process

Drop Enrollments Process Mode

To notify students that they have been dropped from a course, create a communication category for the delivered Enrollment Drop event. Then create the email communication.

Notify Only Process Mode

If you want to warn students that they will be dropped from a course, select the Notify Only process mode. To notify students, create a communication category for the delivered Process Student Requisites Warnings event. Then create the email communication.

As you can see, the automation of this previously manual process for evaluating student requisites will save you time and effort.

Steps to Enable

Do this Communications setup for the new Evaluate Student Requisites process:

1. Create communication categories for delivered events.
2. Create communications.

Key Resources

• Refer to these Communications topics:
  • Communication Categories
  • Create a Communication

Academic Periods and Period Attribute Date Migration

Migrate academic period and period attribute date configurations from another environment or using a rapid implementation spreadsheet.

This means you can more efficiently load and configure data for academic periods and period attribute dates and maintain that data.

Steps to Enable

You don't need to do anything to enable this feature.

Drop Scheme Migration

Migrate drop schemes and related institution and academic levels from another environment or using a rapid implementation spreadsheet.

This means that you can more efficiently load and configure data for drop schemes and maintain that data.

Steps to Enable

You don't need to do anything to enable this feature.

Course Migration

Migrate courses and related entity records, person contacts, identifiers, and additional attributes from another environment or using a rapid implementation spreadsheet.

This means that you can more efficiently load and configure data for courses and maintain that data.

Steps to Enable

You don't need to do anything to enable this feature.

Course Section Migration

Migrate course sections and related entity records from another environment or using a rapid implementation spreadsheet.

This means that you can more efficiently load and configure data for course sections and maintain that data.

Steps to Enable

You don't need to do anything to enable this feature.

Course Results Based Requisite Scheme Migration

Migrate requisite schemes configured using the (new in 22D) course results mapping option from another environment or using a rapid implementation spreadsheet.

This means you can more efficiently load and configure data for requisite schemes and maintain that data.

Steps to Enable

You don't need to do anything to enable this feature.

Transactional Business Intelligence for Student Management

Oracle Transactional Business Intelligence is a real time, self-service reporting solution offered to all Oracle Cloud application users to create ad hoc reports and analyze them for daily decision-making. Oracle Transactional Business Intelligence provides admissions coordinators, academic coordinators, registrars, bursars, academic advisors, and student services managers the critical information to analyze admissions, enrollment, course capacity planning, and student tuition billing accounts.

Removal of Subject Area: Higher Education - Person Tags Real Time

The Higher Education - Person Tags Real Time subject area is no longer supported starting with Update 23B.

Any reports you created for this subject area will still be available but can't be modified starting with Update 23B.

Steps to Enable

You don't need to do anything to enable this feature.

New Subject Area: Higher Education - Person Attributes Real Time

Enhance your Student Management reporting with this new subject area. You can use this subject area to report on the attributes assigned to individuals.

Details such as the number of attributes assigned to individuals as well as other information like name, phone number, email address, biographical information, and so on are available for reporting.

Steps to Enable

You don't need to do anything to enable this feature.