Decision451 provides you with the ability to ensure that your applicants are aware of anything that they need to provide you with before the evaluation process can be completed.  Building Checklist items is a multistep process, let's take a look at each step.

When you click the plus sign in the bottom right corner, you'll be prompted to provide some initial setup criteria.  Do you want the rule to be active as soon as you save it and will it be a required of optional item for your applicants?

The Type of criteria will allow you to build conditional criteria that gives you the ability to build segmentation that will automatically check off the item when the condition is met and the custom will be a manual check off of the item.

Both the name and the description will be displayed to your applicants, so make sure you give adequate details and instructions if needed.

The Next Tab is the Works For tab. On this screen, you can select which applications you want this checklist to be available to.

The last tab is who should this item be visible to?  Here, you can use the segment builder to more precisely define who should see this item.  Do you require a specific test score for certain degrees?  Or maybe you need a TOEFL or IELTS exam for anyone whose country of citizenship isn't the US.  This is where you'll set specifics like those.

Note: In order to display Checklist Items, you'll need to go into each of your applications and add the Checklist Card by selecting Add Card, then selecting Checklist under the types:

Once you click create, the new item will appear in the list.  If you selected Custom for the criteria type, you're done, but if you selected Conditional, you now have the ability to select the funnel button 

This button will allow you to build a segment that will automatically check off the criteria you have selected.

Note: In order to display Checklist Items, you'll need to go into each of your applications and add the Checklist Card by selecting Add Card, then selecting Checklist under the types:

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