The TRIOPilot flight log

Notifications: the notifications in the bell can now also reach you by email. On Your Account, Email Me About has a switch for each kind, including new applications, comments on your students, appointment changes and texts from numbers not on file. Admins see the new emails on the Emails tab in Settings, where each can be edited or turned off for the whole program.

When you save, a green check and Saved. now appear beside the button you pressed, or under it on a phone, and stay until you change something again. If a save fails, the reason appears in red in the same place. The Homepage Builder confirms beside Publish instead of in a popup.

APR: every note on the APR report and the EOC worksheet now opens by saying whether anything needs doing, explains the federal rule in plain words, names each federal line in words, and says what to change on each named participant's profile; gray notes need nothing and amber notes ask for a correction. For Upward Bound, UBMS, SSS and McNair, a participant's profile notes each value the Federal Upload File keeps as first reported. For SSS, the profile, Log Contact, the online application, Add a Student and Verify offer only the answers your Institution Type reports, and SSS and McNair profiles note answers that do not fit together, such as a new participant's cohort year or a degree without its date.

A whole computer lab can apply and book together: TRIOPilot accepts up to 60 applications a minute from one school network.

If the automatic security check does not finish, the booking page and the subscribe page ask you to press their button again and keep what you chose.

Scheduling: Booking Rules and Weekly Hours now say when a setting would leave students no time to book, such as a Minimum Notice as long as the Booking Window or hours shorter than your shortest appointment.

Texting: switching Text Messaging off now asks first when group texts are waiting to go out, and archiving a staff member counts their waiting group texts. While texting is off, you still get emails for replies to earlier texts.

The email switches on Your Account and Settings, and the footer of each staff email, use your program's own word for students.

On a tablet or phone, the Homepage Builder shows a wide page preview, an Outline that fits its panel and every toolbar button, and its messages fit the screen.

When a cancel, delete or remove does not go through, its confirmation stays open and says why, and a new appointment time that cannot be taken says why above the times.

Students page: a bulk action that does not finish says so in red, and a partial result shows what changed and what did not. A saved or shared filter on a field your program deleted says so.

Export Student Record puts each section in date order, and includes the Audit Log entries and saved copies of any record merged into the student's.

Student profile: when a change cannot be saved, the field stays open with what you typed and says why under it.

Students, All Years: if a page does not load, the page number stays where it was and Retry appears beside Next.

On a phone, Events shows each event's date and attendees without scrolling sideways, and Users puts Cancel, Save and Archive User under the row you are editing.

Homepage Builder: Button Link and Link URL say what to change as soon as you leave the field.

Forwarded calls: callers hear "we could not connect you" only when nobody answers, and a forwarding number that cannot be reached is now noticed.

Notifications: a notification that cannot be cleared says so under itself.

Various bug fixes and enhancements to the application form, Settings, Events, Log Contact, restoring deleted records and printing.

Upward Bound, UBMS and VUB: for a returning participant, the Federal Upload File keeps the values the Department already holds when you correct a name, a date of birth or another fixed value, the profile tells you when it does, and APR Outcomes shows more notes for summer start projects.

A group text you schedule for next month counts toward next month's allowance, even when this month's texts are used up, and Bulk Texts says the day and time your allowance starts over, on your program's clock.

Review a Possible Duplicate now asks about Target School at Entry for Upward Bound programs and about a Student Portal sign-in when both records have one, and keeps both copies of a contact logged on both records when they differ.

Email templates point out a link that would not open from an email, and email templates and Bulk Texts point out a name with a missing or extra brace, before anything is sent.

A date that does not exist, such as September 31, is refused where you type it, and inviting staff refuses an address that cannot sign in.

When many applicants submit from one school network at the same time, the application asks them, in their language, to wait a minute and submit again, and keeps every answer.

Switching scheduling off says how many booked appointments your staff will stop seeing, and asks first. With texting off, a student's reply still shows on their profile, read only.

The AI Assistant tells you before you send if a question is too long.

The Activity Feed shows each outcome a tagged document records, under the name of the person who added it.

Links to part of a page open with its heading in view and a reload keeps your place. On a phone, Book Appointment and the welcome tour fit the screen, and Log Contact and the Students page show their messages just above the buttons.

Various bug fixes and enhancements to the Students page, student profiles and the Student Portal.

Various bug fixes and enhancements to contacts, events, Program Activity and Settings.

Various bug fixes and enhancements to sign-in, the application form, data exports, help articles and Share Feedback.

Settings: Activity Feed Display, on the Participants tab, is now the one setting that chooses what a student's activity feed shows. Show in Feed is gone from Profile Layout, and what your staff see in the feed stays the same.

Settings: the Features tab is much shorter. Each feature is one row with its switch and how it stands right now, and Manage opens its settings in place.

Settings: Activity Feed Display and Program Year Dropdown are now on the Participants tab, and your National Student Clearinghouse account details are now on that page in Reports.

EOC programs: the Profile Fields choices no longer describe what happens at rollover, because EOC programs do not roll.

Merging duplicates now asks you to choose on every field that differs, including your program's own fields and a program year's status.

A text or portal comment from a student with no advisor now reaches your program's admins.

EOC programs: the Program Year tab now explains how a returning participant joins a new year, in place of rollover.

Application form: an applicant under 13 is now asked to contact your program instead of applying online. You can add that student yourself on the Add a Student page.

Application Builder: rewording a Sex, Race or Military answer now changes only its wording, and choosing a field such as Date of Birth sets the right question type.

Settings: number boxes now say when they cannot read what you typed, and Low-Income Eligibility Thresholds names the household size to check.

TRIOPilot now catches more typing mistakes where you type them, such as a date of birth after a first service, an email with no dot in the domain or a link with no https://.

Talent Search programs can record Institution Type on the Program Outcomes panel.

Archiving staff now shows their students and appointments, and the Admin Dashboard shows students whose advisor has left.

Merging duplicates keeps both records' tags and shows fields that differ. Replacing a Talent Search cohort keeps credentials recorded on its rows.

The Audit Log, Events, Text History and Scanned Applications now show how many entries there are, with links to older ones.

Observers and staff with Access Admin Pages now have Admin Dashboard and Reports in the sidebar.

Tablet width: the Assistant button no longer sits over the last button on a page.

Phone and email questions on an application form keep their checks when you save the form.

Clear Filters on the Audit Log always clears every filter, and a new keyword searches the newest events first.

A scheduled text now shows the time it was sent, the Students table sorts 8th before 10th, and the bell updates as soon as you mark notifications as read.

TRIOPilot now tells you when it could not check something, instead of looking as if there was nothing there.

Various bug fixes and error handling improvements.

Students page: an admin can choose the oldest program year the Program Year dropdown shows, in Settings on the Features tab. The newest years keep showing as each new year starts.

APR Outcomes: when two answers on a student record disagree, a note now appears under the field while you enter them.

Application form: the address boxes, the messages and the reCAPTCHA notice now appear in the language an applicant chooses.

Admin sidebar: Advisor Dashboard has a new icon, so it is easier to tell apart from Students.

Review a Possible Duplicate: long text now stays inside its box on an iPad.

Various bug fixes and error handling improvements.

Students page: Entry Year is now a list of program years, and names sort by last name.

Upward Bound: when you link a custom field to your APR, Educational Status at Entry shows each code with its label.

Fixed several places where a page or a save could fail without telling you. You now see a clear message.

Fixed an intermittent bug occurring with translated applications.

Fixed a bug with clearing notifications.

Fixed an intermittent bug where some changes were not saved in event attendance and bulk tagging.

Settings, Team tab: Add Students is now a permission you can set for assistants and advisors. Both can add students by default, and you can turn it off for either role.

Program setup: the first screen lists what to have ready for your program type, and your answers are saved after each step, so you can stop and come back with the same link, on any device, and pick up where you left off.

Easier to read: gray text such as the note under a page title, the language buttons, the reCAPTCHA notice on your application and the labels on your program homepage is now dark enough for the accessibility contrast standard.

Text messages: a long web address now becomes a shorter go.triopilot.com link, with a 5 character code, so it uses less of the text.

Application Builder: a new file upload question starts with Print on Paper unchecked, since an applicant cannot upload on paper. Check it to print the question anyway.

Advisor Dashboard: each student in My Caseload shows when they were last contacted, and Not Contacted in 30 Days marks the students who are due a contact.

Advisor Dashboard: each number at the top opens its list on the Students page, already filtered to your students: My Caseload, Needs Attention, My Served / Reportable and My Pending. All My Students, beside My Caseload, opens your own students too.

Advisor Dashboard: close any card with the arrow at the right of its title, for example a long Needs Attention list, and TRIOPilot remembers it the next time you open the dashboard on that browser.

Advisor Dashboard: Needs Attention and Pending Review show 8 students, with View All to see the rest on the Students page, as My Caseload does. Pending Review lists the student waiting longest first. On a screen narrower than 1024 pixels, Caseload Breakdown now sits right under the numbers at the top.

Students page: a Needs Attention condition in the Advanced Filter lists the Served and Reportable students missing an APR outcome answer or its supporting document, for any program year.

Student profile: the application PDF is now attached to the entry at the bottom of the Activity Feed that shows when the student applied. Select its name to open it.

The National Student Clearinghouse page in Reports can make one request file for several program years. Check each year in Program Years along with the statuses to include; the file names each student once, however many of those years they have a record in.

The Audit Log now records every document download as Downloaded Document: from a student's Documents tab, the document viewer, an APR outcome's paperclip, a contact attachment that opens in a new tab, and a participant's own download in the Student Portal.

TRIOPilot now checks what you type as you type it. On student profiles and in Add a Student, a name needs the letters A to Z, a phone number 10 digits, Age at First Service a whole number from 5 to 130, and a field your APR record file writes in a fixed format, such as a school code or a GPA, only that format. Log Contact, Log Event, their edit windows and Talent Search's Record Credential catch a mistyped date, such as a year typed as 0025 or a day in the future. Long Text fields keep their line breaks.

Your online application now stops a date with a two-digit year and anything but a number in a number question, and when a name uses no letters from A to Z, it explains how to write the name, in the language the applicant chose.

Project Information in Settings > Reporting, and the same step in program setup, now check what you type: the PR/Award Number must match the format your federal APR form gives, the Director Email must be a complete address, and the project period must end after it starts. A message under the field says what to fix.

Various bug fixes and enhancements to the Students page and Talent Search cohort lists.

Bulk Texts and the AI Assistant's text card now show how much of your monthly texting allowance a send uses: one text for each student, however many message parts it has.

Add a Student: when you leave Assign to Advisor on Unassigned, the student stays unassigned, or goes to the advisor the applicant chose if your application form asks applicants to choose one.

Student Portal: each document now has a Download button that saves the file to the participant's device.

Clearer, more consistent button and heading names across TRIOPilot, and updated Help Center articles, with new ones on the Advisor Dashboard, the Geographic Distribution map, the APR Outcomes Audit and the Student Portal. More pages now have a help link.

Text messages: a web address of more than 50 characters now goes out as a short go.triopilot.com address, so a text uses fewer message parts. A line under the message box says so as you type, on a student's Text Messages tab, on Bulk Texts and on the AI Assistant's text card, and the Bulk Texts counter counts the short address. The student taps it and lands on the page you typed.

Programs can now ask TRIOPilot support to require an authenticator app for their staff. Once it is on, each staff member enters a 6-digit code from an app such as Duo Mobile or Google Authenticator after the emailed code, at every new sign-in. Admins see who has set one up on the Users page and can reset a lost one. Students are not affected.

Files you attach to a contact, add on a student's Documents tab or upload as paper application scans are read the moment you choose them, so you can close or move the file before you save. Choose a file with the same name again and TRIOPilot asks whether to replace the earlier copy.

The System Status page now also shows address lookup and maps, translation of your application form and emails, and the spam protection on public forms, read from Mapbox's and Google's own status pages.

The National Student Clearinghouse request file now has its own page in Reports, for admins. Choose the program year and the statuses to include (Served and Reportable are checked to start), see how many students the file will name, then download it. The Clearinghouse button is no longer on the Students page, and the APR Report links to the new page.

Student documents: choose View, the eye icon beside Download on the Documents tab, to see a photo (JPG, PNG, GIF or WebP) or a PDF on the page without downloading it. Arrows move between the student's files, Download saves a copy, and on a phone the file fills the screen and you can pinch to zoom. Photos and PDFs attached to a contact open the same way from the activity feed. Each file viewed is recorded in the Audit Log.

Every button now shows the pointing hand when your mouse is over it, so it is clear what you can click.

Applicants can now attach files up to 25 MB each, the same limit staff have. If an applicant picks a file that is too large or is not a photo or a PDF, your application form now says so right away, naming the file and the reason in the applicant's language, so they can choose another file before they submit. Add a Student does the same for the files you attach.

The System Status page now also shows the live status of the outside services TRIOPilot runs on, such as sign-in, text messages and email, read from each provider's own status page.

A System Status page (triopilot.com/status) shows whether TRIOPilot is up right now, its uptime for the last 30 days, and any recent outages. An outside service checks TRIOPilot every minute, so the page reports problems even when TRIOPilot itself cannot. The link is in the footer of our public pages.

Log Contact and Log Event: staff who can change many students' statuses at once now see a box, Also mark these students Reportable, that marks the students Reportable as you save, after you confirm the list. It is off unless you check it, never changes a Rejected or Inactive student, and appears only for a date in the current program year.

Quiet hours, Bulk Texts and the AI Assistant's text card now name your program's time zone the way people say it, such as Eastern Time. On a phone, program setup no longer scrolls sideways, and its Remove buttons are easier to tap.

Program setup now asks for your program's time zone, and you can change it any time under Time Zone on Settings > Program. EOC setup can also record your Number Funded to Serve (optional), and it explains more clearly how to choose your Objective D option.

On your public application, the default title and the note about required fields now appear in the language each applicant chooses. Address suggestions now close when you move on to the next box.

Application Builder: every question card is laid out the same way. Type and Maps to line up with their menus the same width, the note about which profile fields a question fills in sits under them, and the Required checkbox has its own line below.

Student profiles: uploading a document tagged to an APR outcome now clears that outcome's evidence chip at the top of the profile right away, without reloading the page. Deleting the file or removing its tag shows the chip again when no other file supports the outcome.

School sign-in: a program can connect TRIOPilot to its college's sign-in (SAML single sign-on), so staff choose Sign In With and their school's name and sign in the way they do for their other school systems, including the school's own second step. A program can require it of all its staff; each school sign-in lasts 30 days. Ask TRIOPilot support to set it up with your school's IT.

Application languages: choose which languages your application is offered in, under Languages in the Application Builder: Spanish, Haitian Creole, Simplified Chinese, Traditional Chinese, Vietnamese, Arabic, Tagalog and Portuguese, or English only. Your form, its buttons and notes, and the receipt email are translated automatically, and Arabic reads right to left. Your current languages stay as they are until you change them.

Application PDFs and report PDFs now print names and answers written in Vietnamese, Chinese and Arabic.

Export Student Record: from a student's profile (the ... menu), save one ZIP file with everything your program keeps about that student, including a readable summary, their documents and their change history, to answer a request to see their record. Other students are never named in it, and each export is recorded in the Audit Log.

Application Builder: drag an answer choice by its handle to change its order, or use Move Up and Move Down, on Multiple Choice, multi-select and Dropdown questions. Each answer keeps its wording and translations, and answers students already gave do not change.

Export All Program Data can now save straight into a folder on a computer with Chrome or Edge: Program Records and every document land as ordinary files, with no ZIP files to extract. If the save stops, choose Save to a Folder again and pick the same folder; files already saved are skipped.

Upward Bound projects that start in June or July now see a note to enter their reporting period, in place of assumed program year dates, and transition-year Participation Level choices name the summers of the year you are viewing.

Upward Bound and UBMS: once your reporting period is entered, each program year follows its own dates. A project moving from a summer start to a fall start sees the transition-year Participation Level choices only in its transition year, rollover for a June or July start runs before that year ends, and the validation report points out a graduation date that belongs in another year's APR.

On Add New Student, the income question's year now follows the Program Year you choose, and names both years when a program year spans two.

The Other TRIO Programs field on student profiles is now called Other Federal Programs, since it includes GEAR UP.

SSS upload file: the validation report now lists any participant missing an Amount of Financial Aid Received or Amount of SSS Grant Aid Awarded that the federal form asks for, so you can record it before you file.

New in the APR report: Talent Search, Upward Bound, UBMS, SSS, McNair and Veterans Upward Bound show the Funded Number row as Met or Not Met; Talent Search shows new and continuing participants; Veterans Upward Bound shows the two-thirds eligibility requirement under the eligibility table and can record the 2018 postsecondary enrollment cohort; and SSS shows College Grade Level at the beginning and end of the year as two tables. Upward Bound, UBMS, SSS, McNair and VUB profiles have a Date of First Project Service field, which shows the student's earliest contact while it is blank, and SSS profiles add Enrollment Status in Year First Served and College Grade Level at Beginning of Year.

Middle Initial takes a single letter. Other TRIO Programs offers EOC to every program except EOC programs. Add New Student's income question covers both years' low-income levels when a program year spans two, and the map's Diploma filter lets you pick several answers. McNair rollover starts Graduate School Enrollment Status and First-Year Graduate Persistence Status at Other, and Graduate Assistantship at Not Applicable, for every rolled record. Upward Bound setup accepts blank optional objective targets.

Talent Search programs that track a random sample can now draw the sample in TRIOPilot from the APR report: it uses the sample size formula the APR instructions give, draws with a cryptographically random generator, marks Y and N for you, and keeps a permanent record of every draw.

A new public Security page (triopilot.com/security) shows our completed HECVAT self-assessment as Excel and PDF, and lists every company that handles program data for us.

Split your application into pages: in the Application Builder, add a page break and name each page. Applicants see one page at a time with Step 2 of 3, Back and Next, and Next checks that page's required questions before moving on. Forms without a page break stay one page.

The Schedule page has a Month view beside the week, with bookings, time off and days off for the whole month.

Program Activity: your dashboard now shows the newest contacts, comments, new students and appointments across your program. Admins choose who sees it and what it shows in Settings, on the Features tab.

Reporting periods: enter your grant's Block 6 dates, or the first day of classes for SSS and McNair, in Settings, on the Reporting tab. The APR report, rollover and every program year follow them.

Admins can set quiet hours, when group texts are not sent. Texts from numbers that are not on any student record now appear on a new Texts From Unknown Numbers page, where an admin can add them to a student or dismiss them.

Programs can show participants their own text messages in the student portal. It is off until an admin turns it on in Settings, on the Features tab.

Text replies from every student now reach their text thread and their advisor.

The AI Assistant card in Settings, on the Features tab, now shows how much of your program's monthly allowance is used.

Your Account has a Product Announcements switch, and every TRIOPilot announcement email has an unsubscribe link, so you choose whether you get product news from TRIOPilot.

New in the APR report: Talent Search calculates Veterans Served, rigorous courses outside target schools and FAFSA completion (Sections II.F, II.I and II.K); Veterans Upward Bound Academic Need, credential and cohort fields offer the VUB form's own choices; SSS and VUB show the 90 percent served banner; and the validation report for Upward Bound, UBMS, SSS, McNair and VUB names answers that do not fit a participant's status.

The Application Builder has a First-Generation Status question that follows each program's federal definition.

On an application split into pages, pressing Enter moves to the next page.

A student added by staff with Add New Student now reads "was added by" that staff member in Program Activity and on the student's profile.

The AI assistant answers faster and reads your program's other years more reliably when you ask how something changed over time.

Schedule shows the Weekly Hours and Time Off cards only to staff who can edit them.

Larger tap targets on phones for Schedule, Bulk Texts, Program Activity and the APR report's Open Settings links.

Various bug fixes and enhancements to Program Activity and the Students page.

EOC APR report: the Prior Experience table shows the Funded Number criterion as Met or Not Met, and student profiles offer a separate status for adults in adult education below the senior level, counted in Section III, line A2.

New programs enter their current reporting period during setup, and Talent Search grant cycles follow those dates.

Admins can add students to an event after it happened: on the event page, choose Add Students and pick anyone who was not on the attendee list. Each student gets the event's contacts, as if they had been listed from the start.

Check college enrollment with the National Student Clearinghouse: save your StudentTracker account code and organization name in Settings, on the Reporting tab, then choose Clearinghouse on the Students page to download a request file for the students you picked or the students your view shows. The APR Report page links there too. Upload the file to the Clearinghouse as you do today.

Upward Bound and UBMS: record Served by Another Federally Funded College Access Program (#29) on each participant's profile for the program year. The APR report counts it by its federal codes, and the record file includes it.

Date fields on a student's APR details, such as McNair's Date of Bachelor's Degree, now let you pick a federal answer like No bachelor's degree earned yet (99/99/9999) or Unknown (00/00/0000) instead of a date. Each field offers only the answers its federal field takes.

On a phone, a student's Appointments tab now puts each appointment's buttons on their own line, so staff notes use the full width, and the appointment buttons and the APR report's download buttons are easier to tap. An appointment no longer offers the status it already has, and deleting a document now asks in the same confirmation box as the rest of TRIOPilot.

Editing a contact now says before you save when a new date would move a student back from Served, and the confirmation stays on screen until you choose Done.

The Section II tables on the Upward Bound, UBMS, SSS, McNair and VUB APR reports are now labeled with the record file field each one counts.

Long entries in a student profile's side panel, such as a parent's email, wrap under their label instead of running over it. On a phone, opening a field to edit it in the side panel keeps the card on screen, and the Students page's status tabs wrap on narrower windows.

The AI assistant counts the whole program's contacts when you ask what "we" did, names both meanings when you ask about applications, and does not offer a way around something it cannot do for you.

Report an Issue is now Share Feedback. Choose Report an Issue or Suggest an Enhancement, then tell us what happened or what would help. To email us for help, write to support@triopilot.com.

The note under text boxes that take mentions is now one short line: Type @ to mention a colleague.

Scheduled Texts asks you to confirm before it cancels a text. Text History says how many texts were sent rather than delivered, because the texting service confirms that it accepted a text, not that a phone received it.

The Geographic Distribution map shows its street map again.

Every Help Center article was reviewed and corrected, with clearer wording and links between related articles.

Press Escape to close Share Feedback. On a phone, the mention hint fits on one line, and the Share Feedback and @ Mention buttons are easier to tap.

The Clearinghouse download counts students whose date field holds an answer that is not a date, such as Not applicable, apart from students whose date is missing, so it no longer asks you to record a date for them.

When you add your own profile field in Settings, it always starts empty, and a field that already holds answers keeps its one value or value each year setting.

The Audit Log shows program years as PY 26-27. The Upward Bound and UBMS #29 table on the APR report has a Total row.

A student's Appointments tab now shows each appointment's staff notes, and Edit Notes lets you change them at any time, with @ mentions, without changing the appointment.

A link to a contact that was removed now says when and how it was removed. A link to an entry whose student was deleted opens that student's record.

The Students page has a Log Contact button for logging one contact for several students. The APR Report page has a Check Federal Upload File button that opens the validation report.

Upward Bound and UBMS: the Other Federal Programs list no longer appears, because field #29 records the same thing. New Upward Bound and UBMS applications ask #29 in plain words.

SSS, McNair and VUB: the APR data file now fills each form's codes for prior-year participants, VUB records Reason for Leaving with its own choices, and McNair records Cumulative GPA at Bachelor's Degree and Enrollment Status with the McNair form's own choices. Rollover starts those prior-year fields blank and reads VUB Reason for Leaving.

Upward Bound and UBMS rollover sets a prior-year participant's grade level from last year's grade level at the start of the next academic year, as it does for current participants.

Document outcome tags now appear only in EOC programs, whose APR uses them.

The crash screen's Share Feedback starts on Report an Issue. Settings shows your program's name as the Clearinghouse organization example, and Talent Search settings show program years as PY 21-22.

On a phone, View All on the dashboard's Needs Attention list opens faster.

Various bug fixes and enhancements to the APR Report page, the Case Numbers card, the Application Builder, Settings, the Audit Log, the application form, the dashboard and the Schedule page.

Ask the AI assistant to text a group of students: it prepares the message and the list, shows who will get it and who will not and why, and nothing is sent until you press Send or choose a time on the card. It uses Bulk Texts, so it is available when your program has texting turned on and your role includes Bulk Texting; otherwise the assistant tells you what is missing and who can change it.

The AI assistant now answers with the usual reading of a question and says which one it used, instead of asking first. For Upward Bound, UBMS, SSS, McNair and VUB, "current participants" leaves out the graduates you track for the APR.

The AI assistant looks up the most likely meaning of a question before asking, and names the program year it answered for. When a new program year has no records yet, it answers for the most recent year that does and says so. It shows every program year a student was in, and it checks last year's APR when you ask who still needs data for it. It reads any part of a long help article, says plainly that it cannot see grant money, and points you to your APR instructions for a federal rule.

Ask the AI assistant how something changed over the years, such as FAFSA completion over the last three years, and it answers up to six program years in one reply, one line each. It can also count contacts month by month, and count a combination of conditions in each year, such as students with a diploma who did not enroll.

Changing the date of an event or a contact so that it moves into another program year now moves a student back from Served when that change leaves them short of the 2 contacts Served needs, as removing an event does.

On narrower desktop windows, the buttons on a contact in the activity feed and at the top of the APR report move to a second line instead of running off the side. Talent Search: a help link beside Dual Enrollment in Program Outcomes explains what counts.

Bulk Texts will not send a message with a name placeholder it cannot fill in, such as {{firstname}}, and says so under the message.

The Talent Search APR report now counts Section II.H, participants in dual enrollment programs, and fills both dual enrollment columns of the Section II.M target school table, from a new Dual Enrollment at Target Schools card on the Reporting tab of Settings.

Edit an event and type @ in its notes to mention a colleague: each person you add gets one notification and one email for the whole event. The Events pages' browser tabs and messages now use your program's own word for an event.

Changing your login email on Your Account now uses two 6-digit codes, one sent to your current address and one to the new address, instead of a confirmation link.

Delete a contact: advisors can delete the contacts they logged, and admins any contact, after typing DELETE. A contact an event logged now names the event in the activity feed, linked to its page.

Application Builder: move an answer up or down with the arrows beside it. When you save, only the wording you changed is translated into Spanish and Haitian Creole; everything else keeps its translation.

The Student Portal's Set Up Your Account page now signs participants in the way staff sign in, so it works on school networks that block outside sign-in services, and its code screen offers Send a New Code and Use a Different Email.

Add New Student now tells you when an attached file did not upload, names the file, and links to the new profile so you can upload it again from the Documents tab.

Links in the Help Center now open at the section they name.

Emails from TRIOPilot now come from noreply@triopilot.com. A reply to an applicant or student email goes to your program's Director Email (Settings, Reporting, Project Information), and a reply to a mention email goes to the colleague who mentioned you.

Changes to contact types and modalities now appear in the Audit Log.

Various bug fixes and enhancements to the program data export, Program Settings, the homepage editor, the Application Builder, the application form, the participant portal and its sign-up page, the booking pages, the APR validation report, the Profile Layout editor, Bulk Texts, the Students filters, Your Account, Review a Possible Duplicate, and the phone layout, menu and dashboard.

Events: open an event from the Events page to change its name, date, modality and notes. Admins can delete an event or remove one attendee, with the contacts it logged for them. If that leaves a student short of the 2 contacts Served needs, a student the event moved to Served goes back to their earlier status. Automatic status changes now appear in the student's activity feed.

Mention a colleague in an appointment's staff notes; notifications about a deleted record now say so; the AI assistant can tell you where you were mentioned.

APR: for SSS, McNair, and VUB, rollover keeps the records your APR data file must carry, and the APR report and its validation report list any that are missing this year, by your program's own rule. Upward Bound and UBMS profiles can record each participant's Target School at Entry, which the APR data file and the participant CSV use, and the Upward Bound and UBMS validation report checks FAFSA Completed (#44) against the graduation date. Prior-Year Participant tags now show on the Students list and dashboards for Upward Bound, UBMS, SSS, McNair, and VUB.

Application Builder: each answer of the education question shows the status it stores, in every program, and the builder will not save an answer that stores no status or a "Show only when" rule whose answer is gone.

Log Contact: when one attachment cannot be uploaded, the others still upload, each outcome is marked as its file arrives, and the message names every file that did not go through.

A participant signed in to your Student Portal who opens your program's address goes to their portal when you have no homepage.

Various bug fixes and enhancements to the student profile, the Students list and document uploads.

Export all your program data now includes every uploaded document, saved as ZIP files of up to 1 GB, one folder per student.

On a phone: the Students list shows each student as a card with a second line you choose, filters open from a Filters button, and the bulk actions sit in a bar at the bottom of the screen. Log Contact has larger modality buttons, a Take Photo button for attaching a picture of a signed form, and a Save button that stays at the bottom of the screen.

On a phone: a student's profile shows the activity first, with Log Contact and Text side by side, the record's cards below it (empty fields tucked away until you ask for them), and a Text button that opens the conversation at the message box. The dashboard starts with Today, your next appointments and the students who need attention. Choosing students for an event, a contact or a group text opens a full-screen list with status tabs.

APR report: Section II.H for EOC, the Talent Search Section II.M table, and Upward Bound and UBMS Section I, Part 3 now count the participants served at each target school, and the EOC worksheet download lists the same table. Upward Bound and UBMS reports also show the Section I project characteristics, including each summer in which a participant on your file attended a summer bridge program. The participant CSV lists your program's field columns in the same order every time you download it and ends with each participant's target school (for EOC, once your program records target schools); for Upward Bound and UBMS the Records Missing From This Year's File card shows ten records per group, with Show All for the rest.

Download Current Program Year (CSV): the target school column is now called Target School at Entry and appears for Upward Bound and UBMS, the programs whose APR asks for it.

Settings, Participants tab: each federal APR field in use now says what happens to it when a new program year starts.

Various bug fixes and enhancements to program-year rollover, Students, Text Messages, sign-in, profile photos, the application form and the Application Builder.

Upward Bound and Upward Bound Math-Science: program year rollover now keeps every record the Department's APR file expects, carrying a participant who is not served this year as a prior-year participant, and the APR report lists the records missing from this year's file with a Carry Into PY button for each.

Your team, per program: someone who works in more than one TRIOPilot program can now have a different role in each, and archiving them in your program no longer affects their other programs.

Choose how often TRIOPilot emails you about your students: right away, an hourly digest or a daily digest. Set it under How Often We Email You on your Account page.

Programs can now keep a list of their target schools in Settings and record each student's target school for the program year.

Already signed in? Opening triopilot.com now takes you straight to your program. To see the website instead, open triopilot.com/?view=site.

Participant Portal: a participant in more than one program now sees each program's record at that program's address.

The Students page has a Target School column and filter: show each student's target school for the program year, or find the students who attended a given school, did not attend one, or have none recorded yet.

Upward Bound and Upward Bound Math-Science: the APR report and the APR upload file now use your project start type for summer bridge participants.

Program year rollover for Upward Bound and Upward Bound Math-Science: fields that belong to one reporting year, such as FAFSA Completed, Rigorous Program of Study and Postsecondary Remediation, now start blank in the new year, while facts that stay true, such as high school graduation and postsecondary enrollment, carry forward.

Smaller touches: the Users page's archive confirmation fits on a phone screen, your Account page describes signing in with a code, and the digest email links to your Account page.

Various bug fixes and enhancements to sign-in, student merges, comments, text messages and scheduled jobs.

The Students page now keeps your search, status tab, Advanced filter and program year when you open a student and come back, with your browser's Back button or the Back to Students link. The page address carries them too, so a bookmark or a copied link opens the same list.

Upward Bound and Upward Bound Math-Science programs now record their project start type: summer, fall, or moving from a summer start to a fall start. Participation Level offers the choices for that start type, and setup also asks for the Number Funded to Serve, the annual grant amount, objective targets and state assessment cut scores.

New in the APR upload file's validation report for Upward Bound and Upward Bound Math-Science: it notes a Participation Level that does not fit the project's start type, and a FAFSA Completed answer for a participant whose High School Graduation Status shows no diploma or equivalency credential.

The public application now tells applicants that they can attach up to 10 files, and says so before they submit if they choose more.

Age at First Service now appears on student profiles for EOC and Talent Search only, the two programs whose APR reports it. The other programs' APR files report the date of birth.

A profile edit in the Activity Feed now shows the choice you picked, not its stored code, and saving a field without changing it no longer adds an entry.

Various bug fixes and enhancements to student merges, texting, the Admin Dashboard, onboarding and controls on phones.

A date of birth in the future, or one that gives an age under 5 or over 130, is now caught as it is typed: on a student's profile and in Add New Student a message appears under the field, and the public application's date picker will not accept it.

Age at First Service now follows each student's first contact in the program year. TRIOPilot calculates it from the date of birth as of that contact, and again if an earlier contact is logged later or the date of birth changes. An age you type yourself is never replaced, and Calculate From Date of Birth hands a record back to TRIOPilot. A new help article, Age at First Service, explains how it works.

The Students page's Advanced filter has a new Is Any Of comparison for choice fields, and the Admin Dashboard's Unassigned Students number now opens those students so you can assign them in bulk.

When a text message cannot be sent, TRIOPilot now tells you why in plain words, for example that the number cannot receive texts or that the student opted out of texts.

The year picker on the Admin Dashboard and the reports now reads Program Year, and program year rollover asks you to confirm before it leaves out students whose cohort year an APR objective counts.

Various bug fixes and enhancements to the student portal, student profiles, form fields on phones, Report an Issue and error reporting.

Various bug fixes and enhancements to mentions and notifications, the Talent Search cohort list, data export, settings and the Audit Log.

The Advisor Activity Report counts contacts by the date of the contact, and Last 30 Days covers exactly 30 days. Each staff member's assigned students are shown by their status in the program year the period ends in: Caseload (Active, Served and Reportable), with Pending, Inactive and No Record beside it, so the report matches the Students page for that year. The page shows when the numbers were read, with a Refresh button, and a new help article, Read the Advisor Activity Report, explains each column.

Age at First Service is now filled in from the date of birth when a returning student is added to a new program year. It never replaces an age you entered.

Program year rollover now carries no student until you choose which statuses roll. Before it runs, it shows how many records of each status will roll and the status they start the new year with, asks you to confirm any status other than Pending and Active, and asks you to type the number of records that will roll.

Most numbers on the Admin Dashboard now open the students they count, on the program year you are viewing. A row in Section II or Section III opens the Students page with the matching filter already set, so you can see, for example, which Reportable students have no Educational Status at Entry. The APR objective numbers and the postsecondary placement cards open a list of the participants counted, grouped by APR line, which the APR report also links to with Show the participants. The status tiles now open the year the dashboard shows. A new help article, Read the Admin Dashboard, explains each number.

Various bug fixes and enhancements to program access, the student portal and the public booking page.

Admins can export all of their program's data from Settings, Account: every record TRIOPilot holds for the program, including every text message and the list of uploaded documents, as one ZIP file of spreadsheets and JSON Lines, with a guide to every column. A code sent to your email confirms it's you, and every admin of the program gets an email when an export starts.

In the Students page's Advanced filter, the field list has a search box: type part of a field's name, for example "advisor", to find it. The fields are grouped under headings such as Name & Contact, Address, Eligibility and Your Program's Fields.

People who work in more than one program now appear on each program's Users page, assign lists and notifications, with the role they hold in that program. A badge shows who also works in another program.

On a phone: buttons, fields and checkboxes are larger and easier to tap, and small text is larger. The Assistant button sits in the top bar, next to the notifications bell. Tabs sit in one row you can swipe, profile fields show the label above the value, and the status steps fit in one row. The menu has its own Close button.

Various bug fixes and enhancements to application PDFs, attachments and the public application form.

Various bug fixes and enhancements to program access, student profiles, the Audit Log and the student activity feed.

Mention a colleague by typing @ in a comment, a contact note or an event's notes. They get a notification and an email with a link that opens the entry, and each staff member can turn the email off on Your account. A mention never assigns the student.

If you work in more than one program, each browser tab now stays in the program of its address, and the program switcher opens each program at its own address. Opening the address of a program you do not belong to takes you to your own program and says so, and someone with no open program sees No Program Available instead of the sign-in page.

Talent Search programs can now import the Department's Cohort Download file, or the enrollee list they uploaded that year, for a cohort from before they used TRIOPilot. Objective E counts the people on it, including names not yet linked to a record (only the names marked Y when your project tracks a random sample), and you can link each name to a record or record a credential on the list row. You can also record, for each program year, that the project did not address the Competitive Preference Priorities, and the report counts every participant in Section II.L line 4.

Various bug fixes and enhancements to comments and to editing contacts logged together.

Various bug fixes and enhancements to student search, the Audit Log and new program setup.

New in the APR report for McNair, Talent Search and SSS programs. The McNair report counts the project services in Section I, Part 2, from the Service Received fields on each participant. The Talent Search report counts the Section II.L competitive preference priorities and the Section II.M participants who did not attend a target school, from two fields on the Talent Search profile. SSS programs set their institution type in Settings, and the persistence, degree attainment and transfer objectives use it.

On All Years, search finds a student by phone number however it is typed, for example 555-010-2233, 5550102233 or +1 555 010 2233.

On the Students page, each status tab's count follows your search and Advanced filter, so it matches what you see when you choose that tab.

The Audit Log records when someone turns a federal APR field on or off in Settings, names the students in each deletion and restore, and shows each person's role in words, such as Super Admin. This release also includes various bug fixes and enhancements to the Audit Log.

On the Users page, the name and email of someone who also works in another TRIOPilot program show read-only, with a note that TRIOPilot support can change them.

Various bug fixes and enhancements to new program setup, the Users page, email notifications and dates.

Archiving a staff member now signs them out on every device right away, and a role change is saved and recorded in the audit log in one step.

Various bug fixes and enhancements to managing staff accounts and new program setup.

Talent Search programs can now record the enrollee list they uploaded for each year. Objective E counts the people on that list, and the report warns when a participant is already on another year's list.

The Audit Log shows every time on your program's clock, names everyone who makes a change in your program, including TRIOPilot support staff and people who work mainly in another program, and shows the program year each student edit is filed under.

The Schedule page asks before you leave with Time Off you have not blocked yet.

Entry Year lists every year your program has records for, on the student profile and the Geographic Distribution map.

The rest of TRIOPilot's labels, badges and small section titles, including the dashboard's status tiles and the APR report, now use normal letter case at the same size.

The Data Export card in Settings, on the Account tab, names exactly what its download holds, and its button reads Download Current Program Year (CSV).

Various bug fixes and enhancements to Settings.

Various bug fixes and enhancements to student search.

Various bug fixes and enhancements to dates, notifications and student profiles.

The year selectors on the Admin Dashboard, Needs Attention, the APR Outcomes Audit and the Geographic Distribution map now list every program year your program has records for, and the program year list for grant numbers in Settings runs through next year. The Program Years (Participated) filter on the Students, Texts, Log Contact and Log Event pages lists every year too, and the assistant accepts any of those years.

Column headings, section headings and form labels across TRIOPilot now use normal letter case, which is easier to read.

Various enhancements for phones, the first step of TRIOPilot's mobile-first work: fields no longer zoom in when you tap them, editing and document buttons show without a mouse, and wide lists and report tables fit the screen.

Various bug fixes and enhancements to new program setup.

Various bug fixes and enhancements to the student profile's Activity Feed.

When you merge a possible duplicate, you now choose which advisor the student keeps, and the review screen shows everything the merge will keep before you confirm. This release also includes various bug fixes and enhancements to merging.

Various small bug fixes and enhancements across the Users page, dialogs and the text editor.

The Emails tab in Settings and your hours on the Schedule page now ask before you leave with changes that are not saved, as the Application Builder does.

The audit log now records each Save and Publish in the Application Builder, as an Updated Application Form event that shows who saved the form, how many questions they added, edited and deleted, and which form settings changed.

The Talent Search APR report shows the secondary school and postsecondary tables in the same layout as the federal portal, with built-in checks and a list of any record it cannot count. Admins can mark the random sample for many enrollees at once, and the report shows the recommended sample size for the year.

Various bug fixes and enhancements to signing in.

Assistants can now open and download student documents. A new Open Student Documents permission in Settings, on the Team tab, controls who can.

Various bug fixes and enhancements to managing staff accounts, including archiving and invitations.

Various bug fixes and enhancements to the Application Builder.

The APR report's Funding Year selector now lists every program year your program has records for, so you can open any past year's report.

Various small bug fixes and enhancements to new program setup and Project Information.

When you report an issue, we now email you a confirmation with a reference you can quote. Your report includes your name and email, so we can reply to you directly.

The APR report now lists any record it cannot place, so you can fix it before you file, and EOC and Talent Search programs can record their reporting choices in Settings.

The bar that appears when you select students on the Students page is now one tidy row of buttons. Set Status, Assign Advisor and Add Tag each open a short menu instead of crowding the bar with their own dropdowns, boxes and Apply buttons, and picking a status or an advisor applies it right away.

In activity feeds, each circle now lines up with the name beside it, the timeline line runs through the exact center of the circles, and it stops at the oldest entry instead of trailing on below it.

The Settings tabs now use the same segmented control as the student profile, instead of the older plain underlined text.

In the student profile activity feed, the dotted line that marks prior program years is now the same shade of gray as the rest of the timeline, instead of a touch darker.

TRIOPilot now asks you to confirm before marking a student who was served or reported this program year as Inactive or Rejected, because that removes them from the year's federal report. This works whether you change one student or a group, and for a group you can skip just those students and update the rest.

There is a new student status: Inactive. It means someone is not an active student in your program this year. Use it for a person who registered but never got started, who stopped coming partway through, or who you can no longer reach. They stop counting toward an advisor caseload, they are never counted in your APR, and they keep the status when the program year rolls over instead of coming back as Pending every September. You can set it on a profile, or tick a batch on the Students list and set them all at once, and there is an Inactive tab to find them again.

The status steps on a profile now show when a student is off the path. For an Inactive or Rejected student the steps turn gray and stop responding, because those two are not points on that path. Choose Return to the flow underneath and the steps wake up so you can pick the one you want. Before this, a rejected student’s steps looked exactly like a brand new student’s.

Various bug fixes and enhancements to the admin dashboard and the side menu.

The test button on a group text now goes only to a test number you save, usually your own cell, and it shows you that number before you send. Set it under Settings, Features, Text Messaging. This keeps the test for checking how a message looks, rather than a way to text a single number, and if no test number is saved the test is turned off until you add one.

You now get an email the moment a student you advise texts back, so a reply is not missed between sign-ins. The email shows the message and links straight to their conversation in TRIOPilot. You can reword it, or turn it off, under Settings, Emails.

Calling your texting number now reaches your office. When a student phones the number instead of texting it, the call is forwarded, and if it cannot connect, the caller is told to send a text instead.

You choose the number those calls ring. Settings, Features, Text Messaging now has a Forward calls to this phone number box, so you can point calls at your office line yourself and change it whenever your office does. Leave it blank and callers hear a short message asking them to text instead.

Your monthly text allowance now counts replies as well as the texts you send, because both are billed at the same rate. Your usage figure may look higher than before for the same amount of sending. Replies are never blocked: the allowance limits what you send, not what students send you.

Ask the assistant how your whole program is doing, not just yourself. It can now count contacts across every advisor for a period you choose and break them down by advisor, contact type or how the contact happened, including naming anyone who logged nothing.

Ask the assistant to break a year down by any field and it gives you the ranking in one go, for example the most common high schools. It always tells you how many students have nothing recorded for that field first, so a ranking built from a small number of filled-in records is never mistaken for the whole year.

Ask the assistant who is missing document evidence for an APR objective, such as FAFSA, for a given year. It is clear that a missing document is not the same as a missing outcome, and it tells you how many documents on file have no objective recorded at all.

Group texting can now reach any program year. A Program Year picker sits above the recipient list, so soon after a new year begins you can still reach students who are not yet enrolled in it. Students you have already ticked stay ticked when you change the year, so one message can go to two years at once.

The menu item for group texting is now called Bulk Texts, so it is easy to tell apart from the Text Messages tab on a student profile.

Various small bug fixes and enhancements to student lists.

Text many students at once. Select a group from the Students page or open Bulk Texts from the menu, write one message, and send it now or schedule it for later. Merge fields like the student first name are filled in per person, and you can send yourself a test copy first.

Before a group text goes out you see exactly who will not receive it and why: no mobile number on file, opted out, never opted in, or sharing a phone number with someone who opted out. Nobody is dropped silently.

Scheduled texts can be cancelled before they send, by anyone on your team who can text, not only the person who wrote it. If the event is called off and the coordinator is away, somebody else can still stop it.

Group texting is off until an admin turns it on for a role, under Settings and Roles. A text cannot be unsent, so this one is granted deliberately rather than coming with the job.

The assistant is quicker and more accurate at building lists. It now knows your program’s field names up front, and it can filter by assigned advisor.

Ask the assistant for a list and it now tells you who it left out. For a request like "students from 25-26 with a diploma who did not enroll," it says how many students it left out for each reason, such as an enrollment that was never filled in, and offers to rebuild the list including them, so a blank field is never mistaken for a no.

The assistant can answer questions about a past program year, not just the current one. Ask for students from an earlier year who met some combination of outcomes and it builds that list for that year.

Various bug fixes and enhancements to the assistant.

The Students page now stays ready around the clock, evenings and weekends included, so the first visit of the day opens as quickly as any other.

Various bug fixes and enhancements to bulk actions on the Students page.

Various bug fixes and enhancements to dates, times and time zones.

When a document cannot upload, it stays in the list with its name, the reason and a Retry button. This release also includes various bug fixes and enhancements to attachments and document uploads.

Various bug fixes and enhancements to text message opt-outs.

Contact type colors in the activity feed now work for every program. Programs whose contact types were not on an older built-in list saw every chip in the same gray.

Various bug fixes and enhancements to the application form.

Various bug fixes and enhancements to reports and admin pages.

The admin dashboard, the Students page and the student pickers on Log Contact and Log Event load faster, especially for large programs.

When you view a later year, a Continuing student's activity feed now closes with a Continuing from PY entry dated the day they came back, a dotted stretch that says how many earlier years and contacts sit under the year picker, and the original application or enrollment entry at the very bottom.

Various bug fixes and enhancements to bringing a former student into the current program year.

Various bug fixes and enhancements to the Audit Log and the Add New Student page.

On the Documents tab, a file that arrived as an attachment to a logged contact now says so in plain text under its name instead of a badge that looked like a second outcome tag.

Comments in the activity feed now use the same pencil and trash icons as every other entry, and deleting one asks for confirmation in a dialog.

When several contact types are logged together, you can now edit the note they share in one place. The pencil on the combined entry changes the note, modality and date for all of the records at once, and each record still has its own pencil for its type.

Edit a document without re-uploading it. A pencil on each file in the Documents tab lets you fix the name or change the outcome it supports. The file stays exactly as uploaded, a new outcome tag counts the same way it does at upload, and the change is recorded in the audit log.

Various bug fixes and enhancements to logos, photos, attachments and downloads.

Various bug fixes and enhancements to signing in.

Various bug fixes and enhancements to signing in.

A service notice bar. If our hosting provider has a disruption or we schedule maintenance, a notice now appears at the top of every page and on the sign-in screen saying what is affected and what to do, so nobody is left guessing at a failed save.

A program logo that cannot load no longer shows a broken picture in the sidebar.

When a save on a student profile cannot complete, the message now says why (a timed-out request, an expired sign-in, a dropped connection) instead of only asking you to try again, and the failure is reported to us automatically.

Various bug fixes and enhancements to attachments on the application form and the student portal.

The Color Scheme picker in Settings is rebuilt. Every option now restyles the whole portal, sidebar included, on a matched palette instead of just recoloring buttons. Pick from ten presets or open Customize to choose your own brand color, page tone, and sidebar style, with a live preview and readable text guaranteed.

Applicants can now choose their advisor on the application. In the Application Builder, set a multiple choice question's Maps to field to Assigned Advisor and pick the advisor behind each option. The option wording stays exactly as you wrote it, a No Preference option leaves the choice to the program, and the chosen advisor lands on the new student's profile the moment the application arrives.

Get an email when a new application comes in. The Notifications card in Settings has a new template for staff alerts with a list of recipient addresses, so a shared intake inbox or a director can be notified even without a TRIOPilot login. Edit the wording in the template editor like any other email.

Various bug fixes and enhancements to new application alerts.

Signing in now uses a one-time code only. The email you get has an 8-digit code to type on the sign-in page and no link to click. If a code stops working, choose Send a new code.

The Students page loads about 60 percent lighter, so it opens and responds faster, especially on slower connections. Search, tabs, and every column work exactly as before.

The APR report and Settings pages now show a loading screen the moment you click, as the dashboard, the Students page, and student profiles already do.

The Entry Year column on the Students page now shows the program year a student entered, such as PY 15-16, instead of a bare calendar year. The student profile shows the same label.

Various bug fixes and enhancements to the admin dashboard.

Admins can now choose which emails the program sends. A Notifications card at the top of the Emails tab in Settings lists the application receipt, the advisor assignment and booking notices, and the student booking confirmations, each with a switch. Everything stays on unless you turn it off.

Admins can now log an event on behalf of the advisor who ran it. A Hosted by field on the event form attributes every contact from the event to that advisor, while the audit log still records who entered it. The Events page shows the host and, when they differ, who logged it.

Logged a contact wrong? You can now fix it. A pencil on the contact in the student's Activity Feed lets you change the type, modality, date, or notes, and the entry is marked as edited. Advisors can fix their own contacts; admins can fix anyone's, and can change who may do what on the Team tab in Settings.

A student profile now opens on the most recent program year that student has a record in.

Advisors can now connect their Outlook calendar. Once connected, Outlook meetings count as busy time so students cannot book over them, every appointment lands on the advisor's Outlook calendar with the student invited, and online appointments can carry a Teams link. Find it on the Schedule page. This needs a one-time setup by TRIOPilot before it appears.

Staff can now add a student by hand from a paper application. An Add New Student button on the Students page opens the same intake form for you to fill in, no online submission needed.

A Program Year picker on the Students page lets you view students from any previous year, not just the current one.

Finding a student from any year is now one step: set the Students page's Program Year picker to All Years and the search box looks through your whole history, with results shown 50 at a time.

What you type in the Students page search box now stays put when you switch program years, so you can walk one name across the years without retyping it. When nobody matches in the year you are viewing, the empty list offers a one-click Search all years for that name.

The AI assistant can now search your whole history. Ask "was Maria Lopez ever one of our students?" and it checks every program year, telling you which years each match was enrolled in. Ask for a link to the Students page across all years and it hands you one.

On the Add New Student form, the reCAPTCHA badge no longer sits on top of the AI assistant button in the corner. Staff entry never needed reCAPTCHA, so the badge is gone there.

You can bring a former student into the current program year one at a time, from the more-actions menu on their profile, without running a full rollover.

Various small bug fixes and enhancements to comments on student profiles.

The help center got a full refresh: every article rechecked against the current product, with new screenshots throughout and added images for scheduling, email templates, adding a student by hand, and the AI assistant.

When logging an event, you can now select multiple contact types at once, just like logging a contact. One contact is recorded per type for every attendee.

Student profile pages redesigned around tabs: Activity, Program Year Details, Appointments, Text Messages, and Documents, all in one place.

Deleting a student record is now limited to admins.

The email templates you customize now support rich text formatting, and the Spanish and Haitian Creole versions are translated automatically when you save the English one.

Your program logo now displays at a proper, prominent size on the public application and in the sidebar, instead of appearing too small.

Various bug fixes and enhancements to the Application Builder.

The Students page and dashboard load dramatically faster for large programs, with a new page-by-page view instead of one giant list.

An AI assistant for staff: ask it to look up students, prepare lists, and draft a contact log entry in plain English. You still click Log Contact to save anything; it never saves data on its own.

The status buttons at the top of a student's profile (Pending, Active, Served, Reportable) now update instantly.

The left-hand navigation now stays in place while you scroll a long page instead of scrolling out of view.

Program year rollover can now leave student statuses exactly as they are, for programs that don't reset status every year.

APR settings like your funded number and objective targets can now be set per program year, instead of one value covering every year.

The Log Contact button no longer wraps awkwardly on some profiles.

A major performance upgrade for large programs: the Students page and dashboard now stay fast even with 10,000+ students.

Support added for importing a program's full historical student records from a prior system.

More resilient to network hiccups: on a slow connection, the app now recovers quickly.

Every TRIO program type, not just EOC, can now generate its official federal APR reporting file or worksheet.

Appointment scheduling is now feature-complete for staff-run booking.

Students with portal access can now see their own activity history (contacts, notes, and updates), not just leave a comment.

Admins can set universal days off that automatically block booking, pre-filled with U.S. federal holidays and refreshed every year with no upkeep.

Staff can transfer an appointment to another advisor, or claim one for themselves.

Everyone involved in a schedule change (booked, canceled, or transferred) now gets notified automatically.

Green Card holders are now prompted to upload the front and back of their card during the application.

Advisors can block off unavailable time (breaks, meetings, vacation), and students cannot book during it.

Staff can cancel or reschedule an appointment on a student's behalf.

Logging several contacts at once now shows up as a single, clear entry in the activity feed.

Various bug fixes and enhancements to advisor caseloads.

Profile Fields settings reorganized to focus on your own custom fields, hiding confusing internal details.

Profile Layout editor rebuilt as true drag and drop: arrange fields directly on the live student-profile preview.

Your program's color theme now applies across the whole app, not just to buttons.

Various bug fixes and enhancements to signing in.

Admins can see every advisor's appointments on one shared calendar.

Advisors get notified when an appointment is booked, canceled, or rescheduled with them.

Appointment scheduling launches: a real booking calendar, advisor availability hours, named appointment types, and a public booking page for applicants.

Various bug fixes and enhancements to how dates display.

Help Center completed: an article for every feature, plus in-context help links throughout the app.

When someone applies again, staff now get a clear "possible duplicate" flag and a guided tool to merge the two records field by field.

Various bug fixes and enhancements to the application form.

Income eligibility thresholds updated to the 2026 federal figures.

Every new program now starts with a complete, sensible default application form, not just EOC.

Settings reorganized into clear sections: Program, Reporting, Features, and more.

Immigration Status added as a built-in application question, with Green Card support.

Staff can upload a profile photo, and get a proper Account page to manage their name, email, and photo.

Two-way texting is now fully live for real programs, not just testing.

Students can now type their emailed sign-in code directly on the portal page, not just click the link.

Various bug fixes and enhancements to Report an Issue.

The onboarding tour expanded with short, page-specific walkthroughs across the whole admin area.

Admins can manage billing directly from Settings.

Contact logging rebuilt: checking multiple contact types now logs multiple separate contacts, and contact types and modalities are fully admin-configurable.

Role-based permissions are now admin-configurable, per role, under Settings and Roles & Permissions.

A new program-wide "Needs Attention" report for admins, and the Outcomes Audit report gained sorting plus CSV and PDF export.

The student list's column picker no longer gets clipped by the sidebar.

Contacts and APR outcomes reworked: the APR Outcomes card now sits directly on the add-contact screen, and students auto-promote to Served or Reportable as their outcomes get filled in.

A major speed upgrade: pages load noticeably faster across the app.

Various small bug fixes and enhancements to student profiles.

Help links added throughout the app, linking straight to the relevant help article.

Report an Issue button added to every portal.

TRIOPilot goes live in production.

Onboarding finalized: pay online, use a manual invite link, or have TRIOPilot set you up personally. Every path now leads into one guided setup wizard.

Every APR and demographic question (Education Level, Race, Sex, Military Connection, and more) can now be added to your application as its own ready-made question.

The household income question simplified: enter your income, then your household size, plainly.

The application confirmation page now shows a friendly 10-second countdown before redirecting, instead of jumping away instantly.

Various bug fixes and enhancements to the Application Builder and student profiles.

Student profile polish: "Continuing" replaces "Returning," a Program Years tag row, and a searchable high school field.

Report Builder can now filter and search on every field, not just a handful.

Log one contact for several students at once, from a single card.

Contact types are now fully admin-configurable, replacing one fixed, one-size-fits-all list.

The Assistant role now comes with permissions tailored to how assistants work day to day.

The event attendee picker gained the same powerful search and filtering as the student list.

Program year rollover now carries most fields forward by default instead of resetting them.

Various bug fixes and enhancements to the public application.

Read-only Observer and Guest roles added, for reviewers and evaluators who should see everything but change nothing.

Multi-program access: one login can now switch between every program you manage.

Terminology customization: rename "Student" to "Participant," "Advisor" to "Counselor," and other core terms to match how your program talks.

Bulk actions on the student list: assign an advisor or update status for many students at once.

Events: log one contact for an entire group, like a workshop, in a single action.

A shareable QR code for your program's public application.

Various bug fixes and enhancements to the public application.

Bot protection is now invisible and score-based, with no image challenges for applicants.

TRIOPilot now recognizes a returning applicant and avoids creating a duplicate record.

The household income question redesigned as simple dollar-range choices instead of open text.

Document upload added for verifying immigration status.

Program Year Rollover launches: a guided, step-by-step flow for moving students into a new program year, with a safe practice mode that changes nothing.

Admins can maintain a full business and billing profile for their program.

Two-way text messaging launches: send and receive texts with a student right from their profile.

SMS consent tracking added, so opt-in and opt-out are always on record.

Reports and dashboards now work by program year, so you can look back at any past year as your program grows.

A guided onboarding wizard for standing up a brand-new program from scratch.

A public "TRIO Works" advocacy page with a lookup tool for finding and contacting your representatives.

A site-wide announcement banner.

One-click status buttons on the student profile: Mark Active, Mark Served, Mark Reported.

Configurable, sortable columns on the student list.

A collapsible sidebar.

A zip code heat map report, showing where your students live.

Comments and a full activity stream on every student profile, plus real-time notifications.

Every program gets its own public homepage, built with a drag-and-drop Homepage Builder.

Applications now support English, Spanish, and Haitian Creole.

Each program can run on its own web address, like yourprogram.triopilot.com.

Staff get their own profile page with an activity history, plus a new Advisor Team Activity report.

APR Section I (project identification) added to the federal report.

TRIOPilot goes live at triopilot.com.

Rich text editing and a customizable confirmation screen added to the Application Builder.

Bot protection added to the public application.