Custom Locks have been released!

This is great. What happened to the Financial Lock notification ribbon on the Financial Dashboard of the student's account? I can see on the side there is a lock but it is helpful to have the ribbon on the Financial Dashboard as well.

Rebecca Parkos Previously all the lock types were baked in to Populi in such a way that they lived in certain places. With the new system, a lock type can be called whatever you want and can lock whatever areas you want. The old Financial lock locked a number of things in a number of places, but just happened to show up as a banner on the Financial tab because that's how it was built. The new system shows the banner whenever something you're looking at is being affected by a lock, and tells you what lock or locks are responsible. So, now, if your Financial lock locks grades, for example, you'll see a banner stating grades are locked by the Financial lock wherever the grades are being locked, but you won't see something like "This student has a Financial lock" outside of the far left column because there's no way for Populi to know if that would make any sense with the new system. Does that make sense?

I understand. However, as the Accounts Receivable manager I don't to look at where the locks affect. The lock notification on the student's financial dashboard was a great quick visual that the student is locked and the reason why. Not having it here will add a few steps to my processes...

Rebecca Parkos Well, it'll still show sup on the left regardless of what tab you're on, so if you're on someone's profile you should be able to see that it's in place. It looks like you have permissions to the Data Slicer, so you can actually just filter all students by if they have a Financial Lock or not, and see everyone in one list without even having to check their profiles. 

In any event, I'd be interested to hear more about your use case so we can give it some more thought.

I like the added feature of the Internal Note.

How can I get a report of individuals with Locks that also includes the Lock Reason and The Internal Note? This would be extremely helpful so I don't have to go back to each student to view the reason for the lock or to see whose locks need to be removed because they paid their balance. 

Sara Krosschell There isn't a report like that right now, but that sounds useful.

I feel like I used to be able to use locks in the Tag filter in Data Slicer. I don't have a good way to search for them now. 

Christopher Sumpter The tags for student locks have gone the way of the dodo. You can now search for locks in the Data Slicer by "Lock Type".

We agree with Rebecca Parkos that is was very helpful to have the banner in the financial section for all financial locks as a notification to us when we pull up there accounts!  Otherwise it is very easy to miss that a students account is locked!

Hi! I don't have access to the Data Slicer, so I'm not able to run a report of anyone with a financial lock then? I'm trying to get a list of everyone to make sure they all have the locks they need. Is there another way to have a report available? I would just like to export the lock field when I export a Student Balance Report.

Also, I am also in favor of the Financial Lock Banner. It makes it much simpler to identify that the person's account is locked, which I find helpful. If there is anyway to have the banner again that would be great!

Rachel Yoder - Can you expand on your use case a bit? Do you just need a list of people with a certain lock applied, or do you need to filer on other conditions simultaneously? What do you mean by "the lock field" in the student balance report export? Just the presence of a particular lock? Would it help if you could filter by lock type in Student Balances?

It would be awesome to see an auto-generated financial lock that grabbed student accounts which stopped them from registering before the balance was paid!

Nathaniel Horner - That would be really cool. Populi's automations system can't do this yet, but this kind of thing is on the radar for future improvements. 

is it possible to pull lock "reason" comments into the data slicer? I can pull in lock type, but would be great to see the comment associated with the lock.

Cyndi Myers - Not at this time. It's possible to have multiple locks of one type so there could be multiple "reasons." Right not you can just filter by whether or not a student has a particular lock type applied.