Overview
The Decision Module provides a checklist option where you can specify what you need from an applicant before the evaluation process can be completed. This checklist is visible to both the student and the reviewer, and each checklist item can be conditionally visible or required based on various features of the applicant (i.e., TOEFL scores for international students or GRE scores for graduate applicants).
Building checklist items is a multistep process, so let's look at each step.
Step 1: Creating a Checklist Item
Click here to expand the details
Click here to expand the details
Navigate to Applications > Decisions > Decision Settings.
Click on the Checklist tab.
Next, click the blue plus sign button
in the bottom right corner. You will be prompted to provide initial setup information using three tabs: General, Works For, and Visible To.
'General' Tab
Active: The checklist item becomes active once you save it.
Require: Makes the item required for applicants.
Type: Select one of the five type options:
Condition: Allows you to set up conditions so that an item is automatically checked off when those conditions are met.
Custom: Requires that you manually check off the item.
Transcript: Corresponds to any transcripts you might require from the applicants. Important notes re: transcripts:
The checklist item will automatically populate with the school's name as long as the student finds their school using the search feature in the application.
For this item to be checked off automatically when a transcript has been uploaded, one of the following must happen:
Uploaded by an internal user from the School Card on the student's profile. Do not use the Documents Card, or the item will not be automatically checked off.
Uploaded by the student when completing the application and using the school field grouping transcript field.
One-off: Provides extra customization by enabling you to add a checklist item to an applicant ad-hoc due to unexpected circumstances.
Supplemental Form: Supplemental application forms are valuable for institutions needing additional information from applicants after submitting a primary application. These can be used for several use cases, such as residency verifications, enrollment agreements, etc. Each supplemental form is automatically added to an application as a checklist item.
Name + Description: Provide a name and description for your item that will be visible to the applicant, ensuring you give enough details and instructions if necessary.
'Work For' Tab
Under this tab, you can select which application(s) you want this checklist item to be available for.
'Visible To' Tab
Under this tab, you can add conditions using User Segment or User Segment Reference to more precisely define who should see this checklist item. Do you require a specific test score for certain degrees? Maybe you need a TOEFL or IELTS exam for anyone whose country of citizenship isn't the United States? This tab is where you will specify details like these.
Once you finish configuring your new checklist item, click Create in the bottom right corner. The new item will appear in the list.
If you selected Custom, Transcript, or One-off for the criteria type, you're done with this first step. You can proceed to Step 2.
If you selected Conditional, you can add more information using the funnel button. This button allows you to add Segment conditions that automatically mark your selected criteria based on certain conditions.
Step 2: Make the Checklist Card Visible on the Application
Click here to expand the details
Click here to expand the details
To make the checklist item(s) viewable to applicants, you must go into each application and add the Checklist Card. To do this, follow these steps:
Navigate to Applications > Applications > All Applications.
Locate and click on the application where you want to display the checklist item. This will open your Application editor.
In the left menu, under Content, click on Dashboard.
Under Cards, click the button that says + Add Card.
Complete the fields on the Add Card side sheet:
Title: Give your Card a name, such as "Application Checklist Items"
Type: Select Checklist Card
Conditional Logic: Add conditions to restrict which students see this Card.
When you are finished completing the fields, click Add in the top right corner.