Blackbaud’s Education Management Solutions: What’s New For June 27, 2023

Platform managers at schools that are active in the early adopter program for the updated user interface for managing roles and role membership will notice the following enhancements:

• Platform managers can select a new Tasks tab, in addition to the Roles tab.
• The new tab shows task information in a searchable, sortable, and filterable “SKY” list. Use this new Tasks tab to view the Task name, ID, Domain, and Description. If the task is a “child” (such as Delete) then you’ll also see it’s corresponding “parent” (such as Edit).
• You can also use the new tab to view a list of members who have the task enabled for at least one of their roles.
• When platform managers view the list of Roles, the list:
  • Includes hyperlinks for Reports and Members to their respective tabs in the role detail page.
  • includes a column to indicate which domains are available for each role,
  • includes a column that indicates which products and personas are enabled by tasks in the role.
  • enables platform managers to filter the list by product and personas,
  • hides Inactive roles by default. To show the roles, clear this filter.
  • no longer displays the +New role button for the old Clone role experience; this is now deprecated.
• We updated the interface for adding members to a role. Instead of doing both groups and individuals from the same screen, we optimized the experiences for each separately (+ Add group vs. + Add individual).
• Some roles (such as grading manager) can limit access more granularly, such as by school level or group type. When you view the members of one of these roles, the list includes additional columns to indicate whether each user has full vs. restricted access to academics, activities, advisory, athletics, or dorms. If the access is restricted, then the list indicates which school levels or groups the member can access.

Although the Early Adopter Program is now full, you can contact your account representative if you would like to sign up for early access to the new Roles & Tasks experience ahead of General Availability.

With this release, we've added the Failed Bank Account Validation report to identify payers with bank accounts that fail Nacha validation. The report can be scheduled to run Upon Activity so it only runs when there is failed bank validation activity to include in the report.

To schedule the report:

1. ​​​​Select Reports > Static Reports.
2. Select Failed Bank Account Validation report under Cashflow and drag it to Scheduled Reports.
3. Add the report recipient's email address.
4. Under Add New Repeating Schedule, select Upon Activity.
5. Select Save Changes.

School API and OneRoster API

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What's Recent

Missed any of our weekly releases? You can catch up on everything in our Month in Review blog posts, which cover every feature and update Education management releases each month.

• May 2023
• April 2023
• March 2023
• February 2023
• January 2023