Documentation for Administrators

12.0.128 - 03/27/2026

Updated on

Expand or collapse content Finance

FOCUS-55667- Setup > Rollover | Speed Improvement

Trial Balance Rollover Optimization

We've improved the Trial Balance Rollover to provide a smoother, more reliable experience when managing your accounts.

Faster Processing: Optimized the Trial Balance engine, significantly reducing the time it takes to generate reports and process large datasets.

Enhanced Accuracy: Improved the logic for handling account balances to ensure total consistency across your financial statements.

FOCUS-55620- Fatal PHP error when navigating to employee action form flow type in Approval Flow

Resolved a fatal PHP error in Approval Flow when selecting Employee Action Form flow type by updating the getSelectOptions() method to static, ensuring valid JSON response and proper loading of approval flow configuration.

FOCUS-55613- Warehouse | Pick Lists Improvements

Enhanced Pick List Stability

We've implemented a fix to prevent system errors during the automated picking process when inventory is unavailable.

Previously, if Auto-Fill Pick Lists was enabled but no items were available for picking, the system would attempt to run the picking function anyway, resulting in a "Not implemented" error.

The system now performs a preliminary check. If the data set is empty (no items to pick), it intelligently skips the picking function entirely.

This ensures a smooth, error-free experience for warehouse staff, even during stockouts or low-inventory scenarios.

FOCUS-55391- Payroll | Add setting for Notes on Paystubs

Optional Pay Stub Notes for Time and Pay

A new system enhancement allows districts to optionally "Include notes on paystub" for Misc Pay, Timecard, Overtime, or Timesheet records. This setting enables internal notes and descriptions to be printed on employee pay stubs, providing clearer documentation for earnings and hours worked..

FOCUS-55312- Accounts Payable | Buyer Enhancement

Enhanced Commodity Class Settings

We've updated the Accounts Payable settings to provide more granular control over how commodity classes and buyers are managed across different purchase order types.

Previously, the "Use Commodity Classes" setting applied globally. We have now split this into two specific toggles and introduced smart auto-population for buyers.

  • Split Settings: You can now enable or disable commodity classes independently for District and Internal Accounts (IA):
    • Use Commodity Classes on Purchase Orders
    • Use Commodity Classes on IA Purchase Orders
  • Automated Buyer Mapping: Two new settings have been added:
    • Autopopulate Buyer from Commodity Class on Purchase Orders
    • Autopopulate Buyer from Commodity Class on IA Purchase Orders

When the new Autopopulate settings are enabled, selecting a commodity code in the line items section of a purchase request will automatically fill in the assigned Buyer name. This reduces manual entry and ensures requests are routed to the correct personnel instantly.

See Setup > Settings > Accounts Payable > Misc; Purchase Requests/Orders > Creating a Purchase Request/Order > The General Section; Internal Purchase Requests/Orders > Creating an Internal Purchase Request/Order >The General Section; Commodity Codes for more information.

FOCUS-55269- Accounts Payable | Asset Line Item Improvement

Release Update: Fixed Asset Validation Fix

We have resolved an issue where certain modifications to approved Purchase Orders were bypassing necessary validation checks.

Previously, when modifying line items on an approved Purchase Order, the system occasionally failed to trigger Fixed Asset validation. This was due to how the underlying data was being stored and persisted during the edit process.

All changes made to approved POs will now correctly trigger Fixed Asset validation rules.

FOCUS-55268- Employee Store | ERP Product Improvement

Employee Store Visibility Fix

We have resolved an issue that prevented specific products from appearing in the Employee Self Service portal, ensuring that your internal catalog stays synchronized with your ERP configuration.

Previously, items marked with the "Show in Employee Shopping Cart" flag were not always appearing in the digital store. This occurred because the system was failing to automatically generate a required district-wide store record for those specific products.

Any product configured for employee shopping will now correctly populate in the Purchase & Pay section.

FOCUS-55172- Accounts Payable | Setting Improvements

Fiscal Year Submission Permissions

We've updated the permission structure for Purchase Requests and Purchase Orders to provide more precise control over your budgeting cycles.

Submission rights for Past and Current fiscal years are now separated into two independent permissions.

This allows administrators to restrict a user's ability to submit requests for a closed or prior year while still allowing them to process orders for the current year (or vice versa).

To update user access, navigate to your User Permissions/Security settings. You will now see two distinct toggles:

  1. Submit PR/PO: Current Fiscal Year
  2. Submit PR/PO: Past Fiscal Year

See ERP > Setup > Profiles > Permissions Explained > Menu > Admin > Purchasing/Accounts Payable; Purchase Requests/Orders > Creating a Purchase Request/Order; Internal Purchase Requests/Orders > Creating an Internal Purchase Request/Order for more information.

FOCUS-55170- Accounts Receivable | Product Improvement

Product Filtering

We have implemented a filter to separate SIS Billing products to ensure data accuracy and prevent accidental cross-module selections.

To maintain a clear distinction between Student Information System (SIS) billing and general ERP accounting, SIS-specific products will no longer appear as options within the ERP Accounts Receivable Receipts modules.

Users will no longer see or accidentally select SIS Billing products when processing general ERP receipts.

FOCUS-55101- Accounts Payable | Purchase Order Subtype Enhancement

Automated GL Mapping for PO Subtypes

We have introduced new configuration options for Purchase Order Subtypes to streamline the invoicing process and ensure consistent General Ledger (GL) coding.

Districts can now define default GL accounts at the Subtype level. We've added two new fields to the Purchase Order Subtype configuration:

  • Invoice Credit GL Account
  • Invoice Debit GL Account

Once these accounts are configured for a specific PO Subtype:

When an invoice is created for a PO using that Subtype, the designated Credit and Debit GL accounts will automatically fill into the invoice lines.

While the system provides these defaults to save time, users still retain the ability to manually override the GL accounts on individual invoice lines if a unique adjustment is needed.

See Settings > Accounts Payable > Purchase Order Subtypes; Purchase Orders/Requests > Creating a Purchase Request/Order; Internal Purchase Orders/Requests > Creating an Internal Purchase Request/Order; Accounts Payable > Invoices > PO Invoices; Accounts Payable > Internal Accounts Invoices > PO Invoices for more information.

FOCUS-55021- Accounts Payable | Add Import/Export Functionality to Purchase Order Allocations

Enhanced Allocation Tools for Purchase Requests

We have added new tools to the Allocations section of Purchase Requests, for both District and Internal Accounts.

Districts can now Export, Print, and Import allocation data directly within the purchase request interface.

Import allocations on large requests from external files instead of entering them line-by-line.

Easily export allocation details into a spreadsheet format for external reporting or auditing.

Generate a print copy of how funds are allocated for reference outside of the system.

These tools are now available in the following areas:

  • ERP > Purchasing/Accounts Payable > Purchase Request/Orders
  • ERP > Purchasing/Accounts Payable > Internal Accounts Purchase Request/Orders

See Purchase Orders/Requests > Creating a Purchase Request/Order > Allocations; Internal Purchase Orders/Requests > Creating an Internal Purchase Request/Order > Allocations for more information.

FOCUS-54992- Transportation | New Setting

New Feature: Vehicle ID Integration for Bus Requests

We've introduced a new setting to bridge the gap between your Transportation requests and Fixed Asset records, making vehicle assignment more efficient and accurate.

A new setting, "Link Vehicle ID to Bus Requests," has been added to the Transportation configuration.

When enabled, the "Bus #" column in the Driver/Aide assignment screen transforms from a free-text field into a searchable dropdown menu populated directly from your Fixed Asset vehicle IDs. This prevents data entry errors and ensures every request is tied to a valid asset.

Navigate to Warehouse>Setup>General>Misc and locate and enable the new Setting "Link Vehicle ID to Bus Requests."

See Transportation > Setup > Misc; Transportation > Bus Request > Complete Bus Request; Transportation > Internal Bus Request > Complete Bus Request; Transportation > Outside Bus Request > Complete Bus Request for more information.

FOCUS-54960- Budgeting/General Ledger | Error Reporting Improvement

Improved Error Messaging for Budget Drilldowns

We've enhanced the Expenditure/Revenue Report to provide clearer feedback when users encounter access restrictions, ensuring a smoother navigation experience.

Previously, if a user without the necessary permissions attempted to drill down into a budget amendment from the report, the system might have failed silently or shown a generic message.

We have now added a descriptive error message that clearly explains why the action was restricted.

Users will immediately understand if their current security profile prevents them from viewing specific budget amendment details.

FOCUS-54755- Warehouse | Pick List Enhancement

Auto-Fill Pick Lists for Warehouse Management

We have introduced a new automation setting to the Warehouse module to streamline the creation of pick lists and reduce manual selection time.

A new configuration titled "Auto-Fill Pick Lists" has been added to the Warehouse settings. This enhancement allows the system to automatically gather all pending tasks associated with a specific delivery route.

When this setting is enabled, selecting a route for a new pick list will automatically pull in all related:

  • Items
  • Courier Requests
  • Returns
  • Custodial Requests

If the setting remains disabled, the system will continue to function as it does currently, allowing for manual selection of items.

See General > Misc tab for more information.

FOCUS-54561- Accounts Receivable | POS Checkout Improvements

Update: Corrected Discount Calculation Logic

We've refined how discounts are applied to ensure financial accuracy, specifically for invoices involving partial payments or deferrals.

Previously, discounts were sometimes calculated after other payments or deferrals were subtracted, resulting in lower-than-expected discount amounts.

Discounts are now strictly applied to the original allocation balance before any other processing or payment deductions occur.

Consistent and accurate discount totals that align with your standard billing terms.

FOCUS-54439- Setup | Add Setting to Auto-Send Purchase Order on Approval

Automated Vendor Emailing for Approved POs

We have introduced a new automation feature to Accounts Payable that allows the system to instantly deliver finalized Purchase Orders to your vendors.

A new setting, "Auto email approved purchase orders to vendors," allows the system to automatically send the PO document to a vendor as soon as it reaches final approval.

Upon final approval, the PO is emailed directly to the Primary Email address listed on the vendor's record. The target vendor email address is now displayed directly on the PO Request screen for easy verification. The specific email address used for the delivery is logged in the Request History for future reference. If a vendor does not have a Primary Email configured, the approval process will proceed normally without an error; the email is simply skipped.

See Purchase Requests/Orders > Pending Approval; Internal Purchase Requests/Orders > Pending Approval; Settings > Accounts Payable > Misc; Vendors/Customers >  Viewing and Updating Current Vendors/Customers for more information.

FOCUS-53967- Billing | Before and After Care Tax Statement Improvements

Consolidated Tax Statements

We have enhanced the Before & After Care (BAC) Tax Statement to provide a more streamlined, parent-friendly document by consolidating all child care payments into a single annual statement.

Previously, separate statements were generated for each facility a student attended. The system now generates one single tax statement per student, regardless of how many facilities they attended during the year.

To maintain detail, the Facility Name is now displayed within the individual transaction rows. A single Total Amount Paid for the full calendar year is prominently displayed at the bottom of the statement for easy tax filing. The statement header now displays the student's most recent enrolled campus.

See Before/After Care Tax Statement (Admin); Tax Statement (Parent) for more information.

FOCUS-53922- Accounts Payable | Add New Bill-To Setting for Internal Accounts Purchase Order

Independent "Bill To" Settings for Internal Accounts

We have introduced new configuration options to separate Bill To behavior for Internal Accounts (IA) Purchase Orders from standard District Purchase Orders.

Previously, "Bill To" settings were shared across all purchase order types. Districts can now default facilities specifically for Internal Accounts without affecting District-wide PO workflows.

  • Bill To - Internal Accounts Purchase Orders
    • Path: ERP > Setup > Settings > Accounts Payable > Misc
    • Function: Toggles the visibility of the "Bill To" field on IA Purchase Orders. Enabling this will not change the layout of standard District POs.
  • PO Bill To Facility for Internal Accounts
    • Path: ERP > Setup > Settings > Miscellaneous > Misc
    • Function: Allows you to set a default Facility for IA POs. If left blank, users will manually select the "Bill To" facility based on their existing permissions.

If the district previously had a global PO Bill To Facility configured, the new IA-specific setting has been automatically updated to match.

If the global setting was blank, the new IA setting remains blank.

See  Internal Purchase Request/Order > Creating an Internal Purchase Request/Order > The General Section; Settings > Miscellaneous > Misc; Settings > Accounts Payable > Misc for more information.

FOCUS-52879- Accounts Payable | New Punchout Vendors

New Feature: Purchase Order Punchout Integration

We've added a Purchase Order Punchout section to your Accounts Payable settings, streamlining the way you source items from external vendors.

You can now configure specific vendor criteria to link purchase requests directly to authorized vendor websites.

Districts can shop on a vendor's site and automatically pull their cart items back into your ERP system, eliminating manual data entry and reducing order errors.

Navigate to ERP > Setup > Settings > Accounts Payable and locate the new Purchase Order Punchout section to begin adding vendor credentials.

See Settings > Accounts Payable > Punchout, Purchase Requests/Orders > Punchout Purchase Request, and Internal Purchase Requests/Orders >  Punchout Purchase Request for more details.

Expand or collapse content Human Resources/Payroll

FOCUS-55404 - AESOP - Create Toggle For Component Imports

New settings in AESOP Import  (ERP>Setup>Import Tools>3rd Party Integration>AESOP)

  • Create an option to import leave (default) or skip, including ESS requests; this option overrides the setting for Import Leave As Pending ESS
  • Create an option to import substitutes (default) or skip.
  • Create an option to import timesheets (default) or skip; this option does not apply when Tacoma AESOP is set to Yes

FOCUS-55391- Payroll | Add setting for Notes on Paystubs

Optional Pay Stub Notes for Time and Pay

A new system enhancement allows districts to optionally "Include notes on paystub" for Misc Pay, Timecard, Overtime, or Timesheet records. This setting enables internal notes and descriptions to be printed on employee pay stubs, providing clearer documentation for earnings and hours worked.

See Settings > Payroll > Paystub Options for more details.

FOCUS-55617- HR >EAF | Added "History" of the approval process to the EAF

EAF Approval History Table

A new History table has been added to the Employee Action Form (EAF) module. This table tracks all approval flow actions--including Submit, Approve, Deny, and Return--along with the associated user name and timestamp. This enhancement provides a clear, time-stamped audit trail for every action form processed within the system.

See Employee Action Form > Request History, Pending Approval, and Approval History for more information.

FOCUS-55589 - Time & Attendance | Sub: Disable vacant position

Add new setting to exclude Vacancies from Substitute clock-in drop down (HR > T&A Setup > Sub: Disable vacant selection).

Default is NO

When set to No (default), the sub can see vacant positions in the dropdown so they can chose vacant positions to substitute for.

When set to Yes, the sub can not see vacant positions in the pull-down.

FOCUS-55604- ESS | Updating Manager And Pending ESS Requests

ESS Approver Regeneration Logic

A new enhancement ensures that ESS requests stay routed to the correct supervisor. When a manager is added or changed for an employee, the system will now automatically regenerate the approvers for all pending requests. This prevents requests from being "lost" if they were submitted prior to a manager assignment or during a staffing transition.

FOCUS-55555- Rollover | Unselect Button fixed on the position control tab of the rollover

Stability Update for Payroll Rollover

We have corrected a bug in the Rollover > Position Control tab. Users can now utilize the "Unselect All" button to instantly clear their selections. Our team has also performed a comprehensive audit of all rollover tabs to ensure these bulk-action buttons perform as expected, preventing the need for manual unchecking of individual records.

FOCUS-55451- Maintenance by Fiscal Year > Holiday |Fix Holiday SQL Error After Rollover

Stability Update for Fiscal Year Setup > Holidays

We have resolved a bug in the Holiday Maintenance page. Previously, users might encounter a "hard error" or warning pop-up for each row while updating holiday dates following a roll-over. This update fixes that error/pop-up, allowing for a continuous and error-free update of all holiday records for the upcoming year.

FOCUS-55424- HR > Leave Accrual | Fixed a bug where previous searches were cached

Leave Maintenance Search Group Fix

Resolved a caching error on the HR > Leave Maintenance > Hours page that caused searches to persist between queries. This update ensures that when a user searches for a new group of employees to update leave hours, the previous group is completely cleared, and updates are only applied to the current, intended search results.

FOCUS-55405- ESS > Approve All Leave | Throw an error if duplicate leaves exist

ESS "Approve All" Duplicate Leave Error

A new validation error has been added to the ESS > Pending Approval > Approve All Leave process. The system will now block the bulk approval if it detects multiple leave requests for the same date using the same leave bucket. This enhancement prevents duplicate leave charges while still allowing employees to submit multiple requests for a single day if they utilize different leave categories (e.g., Personal and Vacation).

Manager Action: If this error is triggered, the manager can simply Deny the duplicate request(s) individually. Once the duplicates are removed from the queue, the "Approve All Leave" function can be used to process the remaining requests.

FOCUS-55382- ESS | Added a profile option to the SIS menu for payroll review center

Added Payroll Review Center to SIS > Users > Profiles > Employee Self Service, so that it can be viewable on the SIS side.

See SIS > Users > Profiles > Permissions Explained > Menu Admin > Employee Self Service; ERP > ESS > Payroll Review Center for more information.

FOCUS-55285- New Apps: Add End Date Time Field to Form Requests on Applications & Forms and Back-fill Existing Requests

Adds an End Date field to Applications & Forms, allowing districts to control how long forms are available to students and parents. End dates can be inherited from Application Editor publishing settings or set individually per student record. Once the end date is reached, the Update Expired Forms scheduled job marks the form as expired and removes it from active views, ensuring only open forms are displayed.

A migration populates end dates for existing records where applicable, and the scheduled job now evaluates each form request's own end date rather than relying on the form configuration.

See New Application Editor and Online Enrollments for Students and New Application Editor and Online Applications for Users for more information.

FOCUS-55257- Applicant Tracking | Job Posting Improvements

Update: Improved Job Posting Detail Pages

We've updated the district jobs site to provide a more dedicated and user-friendly experience when viewing specific career opportunities.

Clicking the View button on a job posting now directs users to a unique, standalone URL specifically for that position.

This makes it easier for candidates to share direct links to jobs. If a job has been closed or removed since the link was last accessed, the page will clearly state that the position is unavailable, preventing confusion.

A new "Return to Jobs" button is included on every detail page to ensure applicants can easily navigate back to the main listing.

See Applicant Tracking > Applicant Process for more information.

FOCUS-55183- ESS | Employee Requests - Travel

This system enhancement to Employee Self Service adds a travel request option to the tabs that can be displayed on the page. Clicking the tab takes the employee to a form that can be customized byt the district to capture information about work travel the employee will be taking. An approval flow for the request can also be setup through ERP>Setup>Approval Flow or though the Managed By setting in ERP>Setup>Employee Self Service.

See Settings > Profiles > ESS tab, Users > Profiles > ESS tab, Employee Requests, and Settings > ESS > Travel Authorization section for more information.

FOCUS-55182- Applicant Tracking | Track-Login/Create Account

Simplified Account Access

We've streamlined the header on the Job Postings page to create a cleaner, more intuitive experience for applicants.

The separate "Login" and "Create Account" links have been combined into a single, unified link.

This reduces visual clutter and directs all users to a single, smart landing page where they can either sign in or register as a new user..

FOCUS-55126- Applicant Tracking | Security Improvement

Job Site Logout Enhancement

We have added a persistent Log Out button to the District Jobs site to improve session management and account security for all users.

A new Log Out button is now visible in the upper right-hand corner of the screen on the job site.

Previously, if a user closed their browser window without explicitly logging out, their session might have remained active. Users can now formally end their session at any time with a single click.

FOCUS-55113- Payroll > Payroll (New) | Add "View" buttons to Errors and Warnings summary to quickly filter on the detail records

Interactive Payroll Error/Warning Filtering

A new "View" button is now available next to the error and warning summary tables on the Payroll screen. Selecting this button will automatically filter the employee list to show only the staff members linked to that specific error or warning. This enhancement simplifies the troubleshooting process by providing direct access to problematic records.

See Payroll (New) > Errors and Warnings for more information.

FOCUS-55072- Applicant Tracking | Online Application Improvement

Update: Improved Application Re-Submission

We've enhanced the Re-Submit Application feature to give candidates more control over their journey.

Applicants can now easily update and refresh their existing applications for open job postings.

This ensures that your candidate pool can provide the most current information, resumes, and qualifications without needing to contact support or start from scratch.

FOCUS-55025- Payroll > Payroll (New) | Highlight the working tab

Added visual styling to the Payroll module's left-side navigation menu so that the currently selected/active menu item is highlighted with a light blue background and black text.

See Payroll (New) for more information.

FOCUS-54997- Payroll | Improve payroll calculator lock to prevent congruent runs

Payroll Calculation Lock & Error Messaging

A new enhancement to the payroll preliminary calculation process that prevents multiple users from running the calculator simultaneously. If the process is already active, subsequent users will receive a pop-up message stating that the calculation is "currently running and locked." This change ensures database stability by allowing only one instance of the payroll calculation to update records at a time.

FOCUS-54434- Leave | Prohibit leave start dates prior to job start dates

Leave Request Start Date Validation

A new enhancement to the ESS Leave Request and School/Department Payroll Entry (SPDE) pages prevents leave from being entered for dates prior to an employee's primary job start date. This validation ensures that all leave requests are chronologically valid based on the employee's official hiring record, reducing manual corrections for HR and Payroll teams.

FOCUS-54204- HR > Supplement Report/Paystubs | Incorrect Staff Job Description for Supplements

Resolved a bug in the Supplement Report where the Include Descriptions feature was pulling incorrect job data. The report now correctly displays the job information associated with each supplement record, ensuring reporting accuracy.

FOCUS-48823- HR > Position Control | New Visual Organization: Position Maintenance

Enhanced Visual Organization for HR Position Control

To support more efficient data entry, the Position Maintenance view has been overhauled with a new sectioned layout. Rather than a flat list of attributes, fields are now contained within specific headers (e.g., Identification, Status, Limits, etc.). This structural change helps authorized personnel quickly scan the page and verify that all mandatory fields for a new position have been accurately completed.

See Position Control > Positions; Position Control > Adding Positions; Position Control > Editing Positions for more information.

Expand or collapse content SIS

FOCUS-55672 - Data Table Toggle Columns - Check/Uncheck All

Enhancements have been made to the Toggle Columns feature in data tables to improve usability. Users can now use Shift-click to select a range of columns and toggle them on or off at once, rather than selecting each column individually. A new Check/Uncheck All option has also been added, allowing users to quickly show or hide all columns. If all columns are hidden, the table will display no data, but the system will continue to function normally without errors. Styling updates were also included to ensure the popup displays consistently across supported browsers.

See Additional Features (Admin), Additional Features (Teachers), Additional Features (Parents/Students) for more information.

FOCUS-55694- All Custody Contacts Automatically Set as Emergency Contacts Preference

Adds a new system preference, "All Guardian Contacts are Emergency Contacts," under Enrollment settings. When enabled, selecting a contact as a Custody automatically marks them as an emergency contact and disables manual changes to the emergency contact flag while the Custody designation is active. This preference is connected to Contact Required; that setting must be enabled.

See System preferences > List of Default School Preferences and School Preferences > Enrollments; Student Info > Adding a Contact for more information.

FOCUS-55661- students.deleted

This branch removes the legacy students.deleted column from environments where it still exists. The migration safely drops dependent views, removes the column, rebuilds affected views, and clears the schema cache to maintain system consistency.

FOCUS-55656- Revised DataTable detail rows

Improved DataTable behavior for draft row creation, deletion, and rendering. Optimizations applied to large dataset screens to prevent UI and performance issues.

FOCUS-55639- Applications & Forms Display for All Children in Groups

Resolves an issue where forms assigned through student group filters were only visible for the currently selected child in the parent portal. Forms now correctly display for all children who belong to the applicable group, ensuring parents can view required forms across all linked students as expected.

FOCUS-55622- Student Groups: User Unable to Delete Their Own Group

Resolves an issue where users without the Assign Groups to Others permission were unable to delete groups they created. Users can now delete their own groups when they are the only assigned member.

FOCUS-55618- Contact Detail Titles/Flags: Improved Hide Feature

Standardizes the existing Hidden setting for Address Fields > Contact Detail Titles so that fields marked as hidden are consistently excluded across all areas of the system. Hidden contact detail titles are now properly suppressed in Student Info, Add a Student, Online Applications, and the Parent Portal, while remaining available in setup for future use.

See Address Fields > Setting Up Contact Detail Flags for more information.

FOCUS-55600- Add a Student Fields Respect Username/Password Preference

Updates the Add a Student screen to fully respect the system preference "Show username/password fields on Add a Student." When disabled, the Username, Password, Profile, and Force Password Change fields are all hidden, ensuring a consistent and simplified enrollment interface.

See Add a Student > Did You Know?  for more information.

FOCUS-55597- Run Scheduler: Warning for Incorrect Dates

Adds a warning banner to the Run Scheduler page when marking period dates are misconfigured.

FOCUS-55592- Formbuilder: Footer Reverting to Default Value

Resolves an issue where custom Form Builder footers would revert to the default district footer after saving. Custom footer content now saves and persists as expected.

FOCUS-55586- Name Pronunciation Field Permission Enforcement

Resolves an issue where users with view-only access to the Name Pronunciation field could still open the edit modal and modify data. The field now fully respects read-only permissions by preventing interaction with the edit interface and enforcing field-level permissions on save and delete actions.

FOCUS-55568- Communication: Messages From Deleted Contacts Cannot be Read

Resolves an issue where messages from deleted contacts could not be viewed in Communication. Conversations involving deleted contacts now appear correctly in Inbox, Archive, and Sent views for staff, ensuring message history remains accessible even if the contact record has been removed.

FOCUS-55560- User Profiles: End Date Login Correction

Restores expected login behavior for user profiles with an end date. Users are now considered active through the full end date and can log in as expected. This resolves a recent issue where end dates were evaluated as timestamps, incorrectly preventing access on the final day.

See User Info > All Other Standard Tab > Permissions Tab; Employee  > Primary Info > Permissions Tab  for more information.

FOCUS-55546- New Student Schedule: Resolves Child Section Start Dates

Resolves an issue where child sections added through course packages were using the global effective date instead of the parent course start date. Child sections now inherit the parent's start date, unless the section has not yet started, in which case the marking period start date is used. This ensures accurate and consistent scheduling across parent and child sections.

FOCUS-55541- Rollover: Adds 'Conflicts with Periods' to School Periods Rollover

This branch enhances the School Period rollover process by preserving "Conflicts with Periods" relationships. During rollover, the system maps old period IDs to the new school year's period IDs and rebuilds the conflict relationships accordingly, ensuring scheduling conflicts remain consistent across years.

FOCUS-55531- Grades: Parent Report Cards Enhancements

Enhances Grades > Parent Report Cards with improved visibility and filtering options. A new Acknowledged By column now displays the name of the parent who acknowledged the report card. A Schools filter has also been added, allowing users to limit results by selected schools or view all schools when no selection is made.

See Parent Report Cards for more information.

FOCUS-55527- Online Enrollments: Add Reasons Tooltip

Adds a tooltip to the Reasons column in Online Enrollments, allowing users to view full text for longer entries without expanding the column. Tooltips display correctly across all pages and support special characters, improving readability of application and form notes.

FOCUS-55523- Communication Report School Filter Resolution

Resolves an issue where the Schools filter in the Communication Report was not being applied when viewing all users.

FOCUS-55518- Student Enrollment Deletion Restriction Fully Enforced

Ensures the system preference "Prevent all enrollments from being deleted" is consistently enforced. The system now prevents users from deleting all enrollment records for a student within the same transaction, maintaining at least one enrollment and preserving data integrity.

FOCUS-55509- Post Final Grades GPA Averaging Accuracy

Improves GPA-based grade calculations when using the "Average letter grades based on separate GPA points" setting. The system now consistently uses GPA averaging points across both exam and gradebook calculations, ensuring accurate weighted averages and correct final letter grades.

FOCUS-55508- Missouri ADA Report Includes Inactive Student Calculations

Improves the Average Daily Attendance Report for Missouri by ensuring key calculations are performed when Include Inactive Students is enabled. Metrics such as Percent at 90%, Weighted ADA, Weighted FTE, and Weighted ADM now calculate correctly for inactive students, providing more accurate reporting across all ADA views.

FOCUS-55507- Communication Breakdown Report Accuracy Improvements

Enhances the Communication Breakdown report to improve accuracy of SMS and call delivery metrics. The report now accounts for external status values when calculating reached/unreached and delivered/undelivered results, ensuring charts reflect actual communication outcomes. Drill-down views and historical reporting also align with recorded communication data for more reliable analysis.

FOCUS-55490- Portal Alerts Display Application/Form Title (New Apps)

Enhances parent portal alerts by including the application or form title alongside the student's name. This provides clearer context for alerts, especially when multiple forms or students are involved.

FOCUS-55479- Progress Report Duplicate Assignment Sections

Resolves an issue where assignment sections could appear multiple times on progress reports when category weights differed across marking periods. Assignment types now display correctly without duplication, ensuring consistent and accurate report output.

FOCUS-55472- Standard Grades Report Cards Respect Configured Marking Periods

Resolves an issue where Standard Grades Report Cards displayed grades for marking periods not enabled for a given standard. The report now only shows grades for marking periods explicitly configured for that standard, while standards without specific marking period configuration continue to display all applicable grades.

FOCUS-55469- Kiosk Grace Period Respects School Configuration when Multiple Schools Selected

Resolves an issue where students were unable to check in during the defined Earliest Check-In Grace Period when multiple schools were selected in the kiosk. The system now correctly evaluates the grace period based on the student's enrolled school, allowing early check-in where configured and preventing incorrect "no active periods" errors.

FOCUS-55462- Student Search: Names with Accents are Filtered Out

Search functionality has been improved to treat accented and non-accented characters as equivalent. Names containing accents now return accurate results across searches, ensuring users can find records regardless of how the name is entered.

See Searching for Students > Conducting a Student Search,  User Info > Conducting a User Search, Additional Features > Did You Know?, Searching for Students > Conducting a Student Search (Teachers), and Additional Features > Did You Know? (Teachers) for details.

FOCUS-55444- Add a Student: Show Alert Icons for Inactive Students

Resolves an issue where alert icons were not displayed for inactive students in the Add a Student search results. Alert indicators now appear consistently in search results, matching what is shown when viewing the student record.

FOCUS-55432- Loading Reports: Restricted Students - Future Restrictions not Showing

Updates the Restricted Students report in Loading Reports to include students with future-dated Enrollment / Scheduling Restrictions. Students with upcoming restriction start dates are now correctly displayed, ensuring more accurate scheduling visibility.

FOCUS-55423- Student Info: Default Contact Relationship

Improves contact entry by removing the default value for the Relationship field when adding a new contact. The field now remains blank and must be explicitly selected before saving, ensuring more accurate and intentional data entry.

See Student Info > Adding a Contact (Admin), Student Info > Adding a Contact (Teacher), and Child Info/My Info > Adding a Contact (Parent/Student) for more information.

FOCUS-55417- Course Catalog: Remember "Include Inactive" Checkbox

The Include Inactive setting in the Course Catalog now persists across page reloads and user sessions. Users no longer need to reselect the option each time they revisit the page, and the preference is maintained per user for a more consistent experience.

See Course Catalog > Inactive Courses for more information.

FOCUS-55412- Focus Transfer: Add External Requester Email (FL)

Enhances Focus Transfers by improving visibility and communication between districts. The Incoming Requests tab now includes a Requester Email column populated from the requesting user's email. The Outgoing Requests tab updates the Requester field to a clickable link to the user and adds a messaging icon that opens the Communication screen with the user pre-selected.

See Focus Transfers for more details.

FOCUS-55410- Address & Contacts: New Preferred Contact Language Field on Student Contact Card

Adds a new Preferred Contact Language field to Contacts on the student record, allowing users to select a contact's language from configured system languages. This field is controlled by the system preference Choose Primary Language on Contacts, located under Enrollment settings. When enabled, the field is available when adding or editing contacts across Student Info, Parent Portal, and Online Applications, with visibility based on user permissions.

See System Preferences > Enrollment, Student Info > Adding a Contact (Admin), Student Info > Adding a Contact (Teacher), and Child Info/My Info > Adding a Contact (Parent/Student) for more information.

FOCUS-55409- School Choice: New Preferences to Control Results Visibility on Parent Portal

Adds two new preferences under Setup > School Choice Setup > Customize Application to control result visibility: Hide details of School Choice results? and Hide results custom message. When Hide details of School Choice results? is enabled, only School Year, Choice, and Applying Program are displayed on the Parent Portal, while Status, Reason, and Waitlist details are hidden. The Hide results custom message allows districts to display a custom message while results are hidden. These settings are configurable by application type and school year.

See School Choice Setup > Setting Preferences for more information.

FOCUS-55400- Schedule Report Header Layout Improvement

Improves the layout of the Scheduling Report header by updating the styling to use a flexible layout approach, resulting in more consistent rendering across browsers. The report now displays correctly without text wrapping or content being cut off when viewed in Safari, Firefox, or Chrome.

FOCUS-55393- Post Standard Grades: Improve Deletion Confirmation Messaging

Resolves an issue where users could receive an incorrect delete confirmation message when saving standard grades.

FOCUS-55386- Support RTL Languages

Adds support for right-to-left (RTL) language rendering based on the user's selected language in My Preferences across the Student, Parent, and Teacher portals. Languages configured as RTL (e.g., Arabic, Hebrew, Farsi) display with mirrored layouts, including navigation, tables, and form alignment, while all other languages continue to render in standard left-to-right format.

FOCUS-55385- Gradebook: Never Drop Perfect Scores

Updates dropped grade calculations to prevent perfect scores from being excluded when using "Drop Lowest" category settings. When multiple grades have equal percentages, the system no longer drops higher-value perfect score assignments, helping ensure grading outcomes better align with teacher expectations.

FOCUS-55381- Study Hall Scheduler: Improves Scheduler Modal

Enhances the Study Hall Scheduler with an improved modal experience. A progress bar now displays during execution to indicate activity, and upon completion, the modal provides a clear summary including total empty slots found, total full-year study halls scheduled, and total semester study halls scheduled. This update improves visibility into scheduler results without changing underlying scheduling logic.

See Run Scheduler > Running the Study Hall Scheduler for more information.

FOCUS-55368- Report Cards: Column Header Improvement w/ Abbreviated Setting

Resolves an issue where abbreviated column headers on report cards could display an incorrect open parenthesis. Marking period column names now render correctly when abbreviation settings are enabled, resulting in cleaner and more accurate report card output.

FOCUS-55367- Re-order Columns in DataTable Enhancement

Adds drop-and-drop column reordering within the DataTable Toggle Columns feature. User can rearrange column order with changes applied immediately to the table and saved across sessions.

See Additional Features (Admin), Additional Features (Teacher), and Additional Features (Parent/Student) for more information.

FOCUS-55365- Grad. Req. Report: Scholar Designation AICE US History Recognition Update (FL)

Updates the Florida Graduation Requirements Report to properly recognize AICE US History exams within the Scholar Designation. The system now evaluates both the test part name and title, ensuring qualifying AICE US History results are accurately included in Scholar eligibility.

FOCUS-55364- Focus Transfer: New Print Option

Adds a Print button to the Focus Transfer import modal, allowing users to generate a printable view of student transfer data. The printout includes only selected sections and displays any applicable grade warnings within the table, providing a clear and customizable summary of transferred information.

See Focus Transfers > Printing Student Data Before or After Importation for more details.

FOCUS-55363- Parent Portal: Updates Class Requests Navigation

Updates the Class Requests link in the parent portal to automatically open the student's active school and corresponding school year. This ensures parents are directed to the correct next-year requests and prevents mismatches when students are associated with multiple schools.

FOCUS-55359- Applications & Forms: Add Status Label to SIS Student

Adds the Status Label field from Online Enrollments to the Applications & Forms section in Student Info. Status labels now display consistently across both areas.

See New Application Editor and Online Enrollments for Students for more information.

FOCUS-55352- Add Computed Tables and Log Fields to Student Summary

Enhances the Student Summary by adding support for displaying logging fields and computed tables. Custom fields configured with the "Visible on Student Summary" option will now appear on the summary page, allowing districts to surface more dynamic and detailed student data without additional customization.

FOCUS-55345- Communication: Require Send Date When scheduling a Message

Scheduling a communication message now requires a Send Date. This ensures scheduled messages are properly recorded and delivered. Any previously scheduled messages without a Send Date will automatically send on the current date at their configured scheduled time.

FOCUS-55333- Student Info: Support Merging Audio Files & Signature Fields

Improves the Student Merge process from Student Info to include audio files and signature field data. These elements are now retained during merges, ensuring more complete and consistent transfer of student records.

See Delete a Student > Did You Know? for more information.

FOCUS-55332- Student Info: Resolves Error When Deleting Future Enrollment Record

This update refines enrollment deletion logic by restricting schedule checks to the same school year and school as the enrollment. Previously, deletion could be blocked by schedules from unrelated schools or years. Now, enrollments are only prevented from deletion when a schedule exists for the exact matching school and year, reducing false positives and improving accuracy.

FOCUS-55327- Transcript Option for Graduation Subject Short Name

Adds a new Grad Subject Short Name selection option to the Transcript configuration screen. Administrators can now choose to display the abbreviated graduation subject name, the full subject name, both, or neither on transcripts, providing greater flexibility in how subject information is presented.

See Transcripts > Setting Student Criteria for Transcripts for more information.

FOCUS-55326- Referrals Screen Scrolling & Visibility Improvement

Improves usability of the Referral screen by allowing the Referral Details section to scroll with the page instead of remaining fixed. This provides more space to view and interact with referral information, making the lower section easier to read and navigate.

FOCUS-55299- DataTables Support Resizable Columns

Adds support for resizable columns across DataTables such as Master Schedule Report, Accounting Strips, Logging Fields, etc. Users can now adjust column widths by dragging column edges, and customized widths are saved per table and restored on subsequent page loads for a more personalized and consistent viewing experience.

See Additional Features (Admin), Additional Features (Teachers), and Additional Features (Parents/Students) for more information.

FOCUS-55296- Retrieve Username Respects Birthdate and SSN Preference

Enforces the system preference "Require Birthdate & SSN for Parent Registration" when parents retrieve their username. When the preference is disabled, the Birthdate and SSN fields are no longer displayed on the Retrieve Username screen across both legacy and new application flows.

FOCUS-55289- Add 'Clear All Filters' Button to Request Reports

Clear All Filters button has been added to Scheduling Requests Report.

FOCUS-55272- Contact Titles Configuration for Address & Contacts

Adds a new Contact Titles tab under Address Fields, allowing districts to define standardized contact title options. When configured, the Title field on contact records and in New Online Applications becomes a selectable list limited to the defined values. If no titles are configured, the field continues to function as free-text, preserving existing behavior. No migration or database schema changes are included, ensuring full backward compatibility with existing stored title values.

See Address Fields > Setting Up Contact Titles and Student Info > Adding a Contact (Admin) for more information.

FOCUS-55256- Communication Report: Add Ability to View Message Attachments

Adds an Attachment column to Communication Reports and related communication screens. Messages that include attachments now display a paperclip icon, allowing users to quickly identify and access attached files. Clicking the icon opens the attachment in a new window, and attachments can also be accessed directly from the message view, providing administrators with easier visibility into shared content without needing to access individual user inboxes.

See Communication Reports (Admin), Student Info: Communication (Admin), Communication Reports (Teachers), and Student Info: Communication (Teachers) for more details.

FOCUS-55250- Homeroom Report: Displays School Rows Correctly

Resolves an issue where certain schools were not appearing in the Homeroom Report due to incorrect effective date handling. The report now accurately includes all applicable schools and reflects correct student counts based on course and attendance assignments.

FOCUS-55243- Resolve Attendance Minutes Duplication for Students with Multiple Enrollment Records Same School

Improves attendance minute calculations for students with concurrent enrollment records at the same school. The system now evaluates both schedule dates and enrollment start and end dates before generating attendance records.

FOCUS-55202- Advanced Reports: Adds '# Contact - Notes' to Contacts Field

This branch adds the Notes field from the People table as a selectable field in Students > Advanced Reports > Contacts for Primary, Secondary, Third, and Fourth contacts. When displayed in a report, the Notes value appears in a scrollable container to prevent long text from expanding the report layout.

These fields are also available through Insert Fields in Print Letters & Send Emails and the Communication Platform.

FOCUS-55200- Request Grade Changes: Unable to Insert 0%

Resolves an issue where entering a grade change of 0% was not accepted.

FOCUS-55129- Communication: Email Digest Permission for Parent Profiles

Adds a new parent profile permission, "Email Digest," located under My Information > Communication, allowing districts to control access to email digest settings. The permission is enabled by default to preserve existing behavior, and when disabled, the Communication Settings option is removed for parents. Email digests are only sent to users with the permission enabled, and if the permission is removed before a digest is sent, those messages are delivered as standard communications instead.

See Profiles > Parent > My Information for more details.

FOCUS-55087- Add Document Management to Focus Transfer (FL)

Enhances Focus Transfers by including Document Management Category A files in the transfer process when both districts have Document Management enabled. Transferred files are added to a new student logging field, "Focus Transfer Documents," where they can be reviewed, processed, and managed. Only Category A files are included by default, and receiving districts can reassign file categories as needed.

See Uploaded Files (Students menu) > Did You Know?, Profiles > Students > Focus Transfers, and Focus Transfers > Initiating a Student Data Request from Another District for more information.

FOCUS-55038- Favorites & Recent Programs Enhancements

Expands Favorites functionality to provide more flexible and accessible ways for users to save and access frequently used items. Users can now add Recent Programs directly from the Portal Block by hovering over an item and selecting the star icon. Additionally, District Reports can be favorited at the time they are run using a new star icon, allowing users to save specific reports--not just menu pages--for quick access.

Existing functionality to favorite menu pages via the page title remains unchanged. All favorited items are now consolidated and prioritized at the top of the Search menu, making it easier for users to quickly locate and navigate to their most-used features.

See Portal (Admin) > Find a Student/User, Birthday List, and Favorites/Recent Programs and District Reports (Admin) for more details.

FOCUS-55013- Student and Mass Student Scheduling - Section Number

Enhances Student Requests and Mass Request Scheduling by allowing users to select a specific section number for a chosen course. The Section field now remains blank until a course is selected and only displays sections associated with that course, enabling more precise scheduling requests.

See Student Requests, Mass Requests, and Class Requests (Parent/Student) for more information.

FOCUS-54924- Parent Auth: New System Preference to Restrict Add a Child Option in Registration

Adds a new system preference, "Remove the ability to attach existing students and only allow online applications in /auth," which removes the Add a Child option and directs users to the Online Application/Registration flow. When enabled, parents are guided exclusively through the application process, while existing button text and alternate login options continue to function as configured.

See System Preferences > Parent Registration and New Application Editor and Online Enrollments for Students for more information.

FOCUS-54923- Hall Pass Kiosk Arrivals & Departures

A new Hall Pass Arrivals & Departures option has been added to the Classroom Kiosk, providing a real-time display of student movement for the selected room and period.

When selected, the screen defaults to the logged-in user's school and current room based on their schedule. Users assigned to multiple schools are prompted to select a school, and all users can adjust the room using a dropdown populated from Setup > Rooms.

This enhancement provides a streamlined, at-a-glance monitoring experience designed for classroom display screens, improving teacher awareness of student movement without requiring detailed interaction.

See Hall Passes on the Kiosk and Mobile App (Admin) and Hall Passes on the Kiosk for Teachers for more information.

Writers 02 - ERP Kiosk

FOCUS-54889- Fix Transcript Font Style Option Not Persisting After Save

Improves transcript configuration by ensuring selected font style and size settings in letterhead Display Options are retained after saving. Font preferences now persist across page refreshes and continue to apply when generating transcripts, providing consistent formatting without requiring reconfiguration.

FOCUS-54716- Missing Final Grades Respects Hidden Grade Posting Schemes

The Missing Final Grades page has been updated to exclude courses where the Grade Posting Scheme is configured as hidden for the selected marking period.

FOCUS-54627- Teacher Completion Report Print Availability

The Teacher Completion Report now consistently displays the Export/Print option, even when all teachers have completed attendance and no names appear on the report. This ensures schools can generate a timestamped confirmation showing that attendance has been fully completed for the day, regardless of whether any teachers remain on the list.

FOCUS-54607- Add Permissions Group to More Search Options and Available Fields for User Advanced Report

Advanced Reports for Users and Employees now include Permissions fields as searchable and selectable options. Administrators can filter by permission-related data such as Start Date, End Date, Comments, Schools, ERP Profile, and SIS Profile, allowing for more targeted reporting and improved visibility into user access and role assignments across the system.

See Users > Advanced Reports > Did You Know? ; ERP > HR > Advanced Reports > Did You Know? for more information.

FOCUS-54412- Graduation Rate Report Available for All States

The Graduation Rate Report has been expanded to support all districts, regardless of state. The Populate Graduation Requirements Summary scheduled job now generates the necessary graduation summary data for any site with configured graduation programs.

See Graduation Rate Report and Enrollment Codes for more information.

FOCUS-54197- Show All Restrictions when Creating Hall Passes

Enhances Hall Pass restriction messaging to provide more detailed information for administrators and teachers when creating passes. Staff now see all applicable restriction details and warnings, including both system preference and student-based restrictions, allowing for more informed override decisions.

Students continue to see full details for system preference restrictions, but only a generic message for student-based restrictions. Messaging behavior is consistent across the portal, kiosk, and mobile app, and existing override functionality remains unchanged.

FOCUS-54001- Communication: Select Days When Scheduling

Enhances message scheduling by allowing users to select specific days of the week for recurring messages and control whether weekends are included. The system now validates that the selected start date aligns with the chosen schedule and introduces a Custom recurring option for more flexible delivery patterns, while maintaining existing behavior for daily, weekly, monthly, and annual schedules.

See Communication (Admin) > Composing Messages and Communication (Teachers) > Composing Messages for more details.

FOCUS-53959- Parent Copy From Option Respects Contact Restrictions

Improves the Copy From functionality when the system preference "Restrict Parents/Guardians to editing their own Contacts and Address info..." is enabled. Parents can now use Copy From to populate address and contact information using their own records and any non-custodial contacts, while custodial contact restrictions remain enforced.

See System Preferences > General for more information.

FOCUS-53506- Parent Portal: Portal alerts still appear when system preference is off

This update improves how published report cards behave when parent acknowledgement is required. Parents can no longer access report cards by clicking portal alerts until the acknowledgement is completed, ensuring acknowledgements are properly collected before reports are viewable. Once the acknowledgement is submitted, alerts clear automatically and report cards become accessible as expected.

See Parent/Student Portal > Reports for additional information.

FOCUS-53248- Individual Change Requests Notifications & Denial Reasons

Enhances change request workflows by allowing administrators to enter a reason when denying a request. Parents are now notified when a request is processed through both portal alerts and messages, including details such as status, field name, previous value, and requested change. If denied, the reason is displayed (or indicates no reason provided). Alerts link directly to the relevant student information section for easier review.

See Change Requests (Admin) and Change Requests (Parents/Students) for more information.

Admin View:

Parent View:

FOCUS-50960- Kiosk: Multiple Attendance Code Selection Enhancement

This enhancement allows each kiosk or mobile attendance device to select from multiple district-approved check-in and check-out attendance codes, rather than being restricted to a single default. Districts can now configure a list of allowable codes per school in the Check-in/Check-Out Default Attendance Code system preferences, and staff can choose the appropriate code for the specific kiosk location or use case.

When multiple schools are selected on the kiosk, only codes valid for all selected schools are available; invalid codes display with a warning. If none apply, the kiosk prompts users to adjust the school selection or choose a valid code. The update also applies consistently across web kiosks, physical kiosks, and the mobile app. All generated check-in/out records now correctly appear on Late Check-In/Early Release using the code selected on the device.

This improvement gives districts finer control over attendance tracking and flexible kiosk configurations across varied campus entry points.

See System Preferences > Attendance and Tardy Tracking & Check In/Check Out System for more information.

FOCUS-49984- Gradebook Reports: Audit Trail Includes Changes From Previous Teachers

This update enhances the Gradebook Audit Trail to display all recorded changes to a section's grades, even if the course teacher has changed. Previously, the audit trail only displayed edits made by the current teacher, omitting any changes entered by previous instructors. With this improvement, the report now shows a complete history of grade modifications from all users who have worked in the section, providing a more accurate and transparent record for auditing and review.

See Gradebook Reports (Teachers) > Gradebook Audit Trail for additional information.

FOCUS-47012 - Unified Fields User Interface & New Custom Fields Source Types

This update introduces a centralized Custom Fields framework under Setup → Fields, consolidating multiple legacy field configuration pages into a single, consistent interface. Districts can now manage custom fields for areas such as Course Catalog, Courses, Sections, Schedule, Student Enrollment, Subjects, and Report Card Grades directly through the UI, with expanded configuration options—without relying on menu_include.php customizations.

See Fields for more information.

FOCUS-55785- Re Enrollment Forms: Create Change Requests

FOCUS-55603- Fix Misc Communication Breakdown bugs

FOCUS-55454- unnecessary queries that run on the parent portal

FOCUS-55436- Filtering by different date formats causes different results

Expand or collapse content SSS

FOCUS-55574- PMP Bulk Triggers: Ensure Available Options Respect Selected Content Area

Enhances Bulk PMP Triggers to ensure Hypotheses, Strategies, and Monitoring Tools options dynamically filter based on the selected Content Area, Tier, and Min/Max year settings. Filtering now updates in real time as selections change, providing only relevant options for the selected criteria. This update also resolves an issue preventing the Search Terms popup from loading, improving overall usability of the Bulk PMP interface.

FOCUS-55535- March 2026 Florida Snapshot

Includes the March 2026 Florida Snapshot with updates to Forms and Setup functionality. For detailed information on changes, please refer to the Zendesk Guide Article.

FOCUS-55517- SSS Progress Monitoring Report Includes All EP Students

Improves the Progress Monitoring Completion Report to ensure students with EP records are consistently included. Students with EPs that were previously excluded due to missing date source data are now correctly displayed in the report.

FOCUS-55503- SSS Caseload & Services: Enable Instant Group Services for Students Already In Caseload

Improves Caseload & Services behavior when the "Caseload & Services - Instant Groups" setting is enabled. The system now prevents duplicate student additions with clear messaging and maintains the selected student context after adding to caseload. When multiple students are selected, duplicate entries are blocked while valid selections can still be added appropriately. Disabling the setting returns the caseload behavior to the standard non-persistent selection mode.

FOCUS-55458- SSS: Fix IEP Goal Progress Report Lock Error Message

Adds concurrency protection to SSS Events by displaying an error message when another user is actively editing the same step. Users are now prevented from making simultaneous edits to the same step, ensuring data integrity and reducing the risk of conflicting changes.

FOCUS-55452- SSS Schedule of Services: Remove Limit on Schedules

Removes the limit on the number of Schedule of Services entries within SSS events. Users can now add more than four service schedules as needed, providing greater flexibility when documenting student services.

See Manage Student: ESE Events for more information.

FOCUS-55446- March 2026 Ohio SSS Snapshot

This update includes improvements to SSS and Formbuilder functionality for Ohio customers, enhancing configuration and usability of master forms. For full details on setup and changes, please refer to the Zendesk Guide article: March 2026 Updates to OH Master Forms Setup

FOCUS-55435- SSS: Goal in Caseload & Services Not in Locked IEP Event

Improves goal selection in Caseload & Services by ensuring only goals from the latest locked IEP event that match valid domains are displayed. This prevents unrelated or invalid goals from appearing and ensures accurate alignment with the student's IEP configuration.

FOCUS-55416- SSS: Ensure Valid Dates on Event Forms

Improves validation on SSS event forms to ensure only valid date values can be saved. Invalid date formats are now properly detected and prevented from being submitted, requiring users to correct errors before completing the form.

FOCUS-55358- SSS Caseload & Service: Reduce Action Latency on Pending Signature Tab

Improves performance on the Pending Signature tab within SSS Caseload & Services.

FOCUS-55356- SSS Notes Column Text Wrapping

Improves readability in Caseload & Services by enabling text wrapping in the Notes column. Notes now wrap dynamically based on screen size, reducing the need for horizontal scrolling and improving visibility across all views, including Pending Signatures and View All Users.

FOCUS-55161- SSS: C&S Clinical Note Updates

Enhances SSS Clinical Notes by including additional details when the "Caseload & Services - Clinical Note" setting is enabled. Clinical Notes now display student ID, school, provider title, and an electronic signature indicator, providing more complete and standardized service documentation across records and approvals.

See Caseload & Services > Viewing Service History (Admin) and Caseload & Services > Viewing Service History (Teacher) for more information.

FOCUS-55091- SSS: Do Not Override Reporting Frequency Progress Periods

Improves Progress Monitoring so that reporting periods display correctly based on the IEP's configured reporting frequency. Quarterly progress periods now appear as expected even when existing data was entered using generic progress periods, ensuring consistency between stored data and reporting settings.

FOCUS-55084- Resolve Step Completion Check for SSS-Event Trigger "Initialize Form From Instance"

Improves the "Initialize Form From Instance" event trigger to ensure steps are only marked complete when form data is properly initialized. If a form has been modified and no prior data is applied, the step will remain incomplete, preventing empty forms from being incorrectly marked as complete.

FOCUS-55078- SSS FL - Close & Lock IEP Goals PR: Update criteria to check Placement Program Status (P/T) before dismissal check

Improves the scheduled job "FL - Close & Lock IEP Goals PR for Students Dismissed from ESE" by refining how eligibility is evaluated. The job now only considers exceptionalities with Placement Program Status of P or T and Service Type set to Dismissed, allowing IEP Progress Reports to lock as expected even when other active exceptionalities exist. Also ensures events lock correctly when the dismissal date is the current day.

See Scheduled Jobs > Florida Scheduled Jobs and Manage Student: ESE Events for more information.

FOCUS-54743- Re-lock Evaluations events to synchronize event log entries + March 2026 Missouri Snapshot

A new snapshot for Missouri is also included, as the migration requires a fix to a Focus-maintained trigger.

https://focusschoolsoftware.zendesk.com/hc/en-us/articles/47322423525403-March-2026-Updates-to-MO-Master-Forms-Setup

FOCUS-54297- SSS Event Reporting - Add support for custom field screen /steps / fields

SSS Event Reporting has been updated to support custom screen field configurations. Reports now include custom screen steps and allow users to select and display associated custom fields directly within Event and Step reporting. All supported field types are available for selection.

FOCUS-53713- SSS Locked Event Uploaded Files Available in Print

Ensures uploaded files are available when printing SSS events, even if the setting to allow uploads to locked events is enabled after the event was locked. The "Additional Uploaded PDF Files" option now displays in the print selection as expected.

Expand or collapse content CTE

FOCUS-55292- Course Progression Incomplete Status Handling (Postsecondary)

Updates Course Progression logic to properly distinguish between failing grades and missing grades. Students without a recorded grade are now treated as Incomplete instead of Unsuccessful, ensuring more accurate postsecondary course status assignments. Passing and failing outcomes continue to behave as expected, while missing grades now result in a status of "I" rather than defaulting to a failing result.

FOCUS-55241- COE: Resolve Graduate Completer Classification Issue When Using Snapshot Dates

Improves COE reporting accuracy when using snapshot date options by correctly classifying students whose program enrollment ended before the start of a new reporting period. Students who completed or withdrew prior to the new period and later re-enrolled are now properly counted as completers, non-completers, or withdrawals instead of being left unclassified.

See COE > The COE Report for more information.

FOCUS-54969- Scheduled Jobs: Update Basic Skills Job - Create Basic Skills Cohort

Enhances the Basic Skills scheduled job by introducing cohort-based evaluation logic for Florida postsecondary sites. Administrators can now assign students to a Basic Skills Cohort from the Student Placement screen, allowing TABE, CASAS, and GED score requirements to be defined and evaluated by cohort and program. The job uses these cohort configurations to determine outcomes.

See Scheduled Jobs for more information.

FOCUS-54842- New Waitlist Notes for Postsecondary Programs

Adds a Notes column to the Waitlist screen, allowing users to record additional details for waitlisted students such as scheduling preferences or enrollment status. Notes can be added, viewed, sorted, and filtered directly within the waitlist.

See Waitlist > Adding Students to the Waitlist for more information.

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