You can now link people to donations using a soft credit. A soft credit lets you acknowledge someone for a donation besides the actual donor. For example, a wealthy tycoon donates $50,000 to your scholarship fund and you want to make sure that when you thank him, his wife is included in the acknowledgement. Or a donation comes in from a local corporation thanks to the efforts of a graduate who now works there—you can now give her the soft credit for the donation. Soft credits are awarded on a donation page right below where you link the donation with the donor. The Donors report and its communication actions have been updated to respect soft credits as well.
This was one of our customers’ top requests for Populi Donations, and we’re very pleased to get this out to everyone.
Populi Bookstore has a bunch of great new features this morning. As part of a general rewrite, we gave Bookstore improved return/refund processing, discount codes, and better inventory management (plus lots of interface improvements and upgrades). Here’s a look at the new stuff:
Returns and refunds
Bookstore now makes it easy to process returned items and refunds (let’s be honest: it was not easy before). Returns are handled in Point of Sale: just click Return Items, scan or search for the items to return, and connect the returns to the original order. You can handle the entire refund right there, too: just pick your refund method from the drop-down (you can even refund to a student account) or use the refund to reduce the amount of a new purchase. Bookstore now also handles credit card refunds—it contacts your processor and reverses the charge without you having to do anything.
Discount codes let you offer your customers price breaks on items and shipping costs. You can specify a dollar or percent discount, whether the code applies only to certain items or customer types, minimum order amount, expiration dates, and more. Codes can be applied by customers at the online checkout or by you at Point of Sale. So now you can offer, say, free shipping on all online orders over $50, or give faculty and staff a 10% employee discount on books and apparel.
Bookstore now features a number of improvements to inventory management.
- Each item segment now has better inventory tracking. Inventory batches let you record when you received a new shipment and the cost-per-item. Adjustments let you correct inventory for things like loss/damage or clerical errors. Each sale and return is also figured in so you know for sure what’s in stock.
- The new Inventory tool in Admin lets you add inventory batches for any item, while the Returned Items report lets you manage which returned items go back to your stock and which are counted as shrinkage.
- On the accounting side, new settings let you specify your inventory cost flow method (FIFO or LIFO) as well as accounts for purchases, shrinkage, and COGS.
- Of course, all those lovely reports have been updated to take all the new data into account.
We’re really happy to get these Bookstore improvements out to our customers. They give you more control over your inventory, make everyday tasks easier for your Bookstore staff (and your school’s accountant), and let you offer even more to your customers.
For more details, have a look at the Populi Knowledge Base.
Also new in Populi: Library Shelf View. Shelf view shows you what’s in the physical vicinity of the resource you’re currently looking at. Just scroll to the bottom of any resource page and there you’ll see it; click the left/right arrows to wander your way through the library shelves. The view is ordered by call number and makes it easy to discover resources you might not have thought to search for.
There are a lot of new buttons and links in Populi today, and just about all of them say… Text.
Texting is now almost as common in Populi as email. Formerly, it handled emergency notifications and password retrieval for staff and faculty (of course, it still does that!). Now, it does a lot more. Need to tell a prof’s students that he’s out sick and class is canceled? Text his students right from the course roster. Wanna send a quick thank you to your $100-$250 donors? Use the Text donors button in the Donations report. Have an accepted applicant you want to tell the good news? Now you can send her a text right from the accept application dialog.
The new features give your admissions staff swifter ways to communicate with leads. When an inquiry or applicant fills out the initial form, they can verify their mobile/text number on the spot. You can then respond to their questions via text, and they can reply in turn. And when you accept an applicant, you can import her verified number right into her profile.
We want to make communication at your school as friction-free as possible, and we’re really pleased to give you these new texting features. If you’d like to get your Populi user account set up to receive text notifications from your school, read this article. And if you want to keep an eye on how many texts your school has sent so far this month, have a look at Communications > Campus Notifications (remember that additional texts are 2¢ each).
We recently released a couple new academic reporting tools.
The new Attendance report in Academics > Reporting lets you look at every detail of every attendance record at your school. You can look at attendance by student, by course, by term, and even get a report of all your attendance data—every term, every course, every meeting, every student. Use the spiffy new reporting filter to narrow down your searches and then export anything you find to XLS or CSV.
Several of our users have asked for more detailed attendance reporting, and we’re pleased to make this available.
Test question analysis
The new Analysis view in tests shows you the big picture of how your students are faring against your online test questions. The data helps you evaluate whether your test questions are enough of a challenge—or too much of a cakewalk—for your students. It can also help you pinpoint your students’ strengths and struggles in a way that overall assignment grades can’t.
For example, your students average 75% on the mid-term exam. Test analysis reveals to you that they bombed the short answers from one particular textbook (but otherwise did just fine), and that’s what dragged everyone’s grades down. So now you know that you either need to spend more time reviewing that text or ditch those questions when it comes time for the final exam.
Man, our contact page is going bananas. Emily Hoos came aboard in October to bring order (and an unreal beverage selection) to our office. And now, three months later, behold: Jordan Smith, our new support representative, who officially came aboard January 1st and made an appearance at our 2015 Christmas party. We’ve known Jordan for many years. Most of us worked with him back in the EMSI days, and he’s Joel Penney’s brother-in-law.
Jordan brings with him years of troubleshooting and technical support. As Help Desk Team Lead at EMSI, he kept everyone’s laptops and Salesforce integrations in fighting trim; as owner-operator of Palouse PC, he did IT consulting for a variety of small businesses and institutions here in Moscow, Idaho. While still getting the hang of everything Populi does, he definitely knows what our customers need. He’s already essential to handling support alongside Isaac and Josh.
A native of Amityville, Long Island, New York, (yup, that one) Jordan is the husband of Kara and father to Isla. We’re really happy to have him working with us!
Listening in on a sales demo the other day, it struck me: we no longer need to explain web-based software the way we used to. Back in 2008, a good chunk of Nick and Joseph’s time was spent telling schools about the ABC’s of web-based software: browser-based, hosted on our hardware, available anywhere, maintenance and updates on us. The Internet was not new, nor was Populi on the cutting edge of cloud-based software. But the notion of a small school getting real work done using the web was novel enough that we gave it a whole page on our website.
In 2016, the web is part of everything. It’s not just that we’re used to web-based productivity software—it’s that the Internet is applied, seemingly, to all problems. Think of it: in 2008, the web was largely accessed via the desktop browser. In 2016, we use it just as often on our phones. And we use those devices not just to check email and look at websites, but to control network-connected things like light bulbs, refrigerators, and, wonderfully, diapers.
So, yeah, if the baby poops, we want the Internet to tell us. The web is enough a part of life that people will throw money at this idea expecting to make it all back. So of course schools now come to us taking it for granted that we’re web-based. That means that the web is something that we now expect, a utility like electricity or running water that we don’t notice unless it’s not working. Benedict Evans observes this phenomenon:
Our grandparents could have told you how many electric motors they owned – there was one in the car, one in the fridge and so on, and they owned maybe a dozen. In the same way, we know roughly how many devices we own with a network connection, and, again, our children won’t. Many of those use cases will seem silly to us, just as our grandparents would laugh at the idea of a button to lower a car window, but the sheer range and cheapness of sensors and components, mostly coming out of the smartphone supply chain, will make them ubiquitous and invisible – we’ll forget about them just as we’ve forgotten about electric motors.
Before everything had a network connection, you thought about the Internet more. But as it’s shoved into every object imaginable, it becomes invisible. And that’s when it goes unexamined. Unexamined things can change us in ways we will not see. We now expect the world to work a certain way, a way that replaces a brief sniff test on the diaper with a Bluetooth notification on the phone.
Here’s how unexamined it is already. A moment ago, I said that we “expect the world to work a certain way” and you didn’t notice. Earlier I wrote that “the web is part of everything”, and you didn’t care. I’m going to let Alan Jacobs take us to task:
“Technology is shifting our way of seeing the world.” “The internet really has changed the world completely.” Pray tell, what is “the world”? Seriously, I want to know what people mean by this. If “the world” has been changed completely, why does the silver maple outside my window still stand as it has for decades? Why is the gazpacho at Emilio’s as good as it was when I first tasted it, twenty-five years ago? Why does the prose of Sir Thomas Browne still delight me as it did when I first encountered it at age nineteen? Why do I still love my wife?
If you answer, “Well, that’s not what they mean by ‘the world,’” I counter, “Then what do they mean? Because all those things I just mentioned are in the only world that I know.”
No more essays about how “technology” or “the internet” is “changing everything.” They all say the same thing, which in the end amounts to: absolutely nothing. So let’s get down to cases. What technologies did you rely on today? What did they help you do? What did they allow you to avoid doing? What did they prevent you from doing that you wanted to do? Specify. As the proverbs tell us, both God and the Devil are in the details.
Another sage, Nicolás Gómez Dávila, once put it thus: “Intelligence consists not in finding solutions, but in not losing sight of the problems.” Jacobs’ questions keep the problems in sight, and as the web is woven into every solution and the din of modern life, this is what we must remember when telling people about Populi.
What problems do we solve? What new problems might we create? Can we address new issues and things we can’t predict? Will we remember the world apart from the web? It’s where the low winter sun catches the roofmelt off the grain elevator. Where the cheese on a Humble Burger fuses just so with the sauce. Where Thomas Tallis wrote a 40-part motet. Where sons dash across the surf as the Pacific crashes into California.
Nothing is better for a man than that he should eat and drink and his soul should enjoy good in his labor.
From everyone here to all of you who made 2015 a great year to work at Populi, we wish you a very Merry Christmas and a Happy New Year.
* Future employee #spoilers
Just in time for Christmas, something new for you: test proctoring!
Test proctoring lets you require that a third party keep an eye on your online students when taking a test. It uses SMS messaging to give the proctor codes to “check in” and “check out” to verify that he was there the entire time the student was taking the test. Here’s how it works:
- When setting up the test, you can specify whether or not to require proctoring. You can also require proctoring for specific students by adding a proctoring exception.
- The student goes to take an online test in Populi as normal.
- Before he can start the test, Populi asks for contact information from the proctor, including a mobile phone number. The proctor fills it out right there—no separate login required!—and submits it.
- Populi sends the proctor an SMS with a check-in code. The proctor enters the code and lets the student back on the computer.
- The student takes the test.
- After the student submits the test, the proctor receives another SMS with a check-out code. After entering the code and checking to confirm that the student took the test without cheating, it’s all done!
- If everything is above-board, then no further action is needed. But if the proctor has concerns, she can contact the school; likewise, the course faculty will find the proctor’s contact info attached to the test.
Test proctoring should come in handy for schools of all stripes, especially those that administrate a lot of online tests. Read more about proctoring in the Populi Knowledge Base.
Campus Life lets staff and student workers add selected fees, manage room and board assignments, and track non-academic violations and consequences (things like parking tickets or student code violations) for anyone at your school. The new features, reports, and workflows help you take care of lots of lower-level tasks so your high-level staff can concentrate on the big picture. Here’s a look at Campus Life:
Room & board
Campus Life users can manage room plans and housing assignments for anyone at your school—everyone from students to visiting professors staying in college residences. The Rooms report gives you a complete look at the housing situation, and the new room management page lets you add occupants and keep notes. Room and meal plans can be managed on the new Profile > Campus Life tab (which syncs this info with the same items on Profile > Financial > By Term). As part of the release, we’ve also given facilities a new home in Campus Life > Settings.
Campus Life fees
You can now select certain fees that Campus Life users can apply to students and others at your school. Those fees can be triggered by infractions or added as-needed. Each Campus Life report also includes an Apply Fee action so you can charge students in bulk. Fees are then invoiced as normal by a financial user.
Violations & Consequences
Violations and consequences let you record a student or other person’s non-academic infractions. Did a freshman start a ramen fire because she left the saucepan on a hotplate? Drop a room damage fee on her! Has that new assistant coach parked his junky ’85 Datsun in the president’s spot again? Ding him with a parking ticket! Did that exchange student flout the dress code and dress in cutoff jeans and sleeveless tees all semester long? Time for a visit with the discipline board!
Both violations and consequences can trigger a fee; you can also set up consequences to apply when a student gets a certain number of violations in a given time period. You’ll have a full record of the whole thing right on the Profile > Campus Life tab and the new Violations and Consequences reports.
Get to know Campus Life
Check out the Campus Life documentation in the Populi Knowledge Base to get a fuller sense of what it does and how it works.
We’re always pleased when we can give our customers something new, and we hope Campus Life helps your school get even more out of Populi!