Overview
Intelligent Admissions (IA) is a powerful automation tool designed to enhance the efficiency of the application evaluation process in various ways. Beyond simply advancing applications through different stages, IA can execute various actions based on customized conditions, streamlining routine tasks and complex workflows. This lets your admissions team focus on strategic decision-making and personal interactions with applicants.
IA rules are triggered to run whenever decisions are created or updated. As a result, rules do not apply to decisions that already exist.
Accessing IA
To access IA settings where you add new and manage existing rules:
Navigate to Applications > Decisions > Decision Settings.
Click on the Intelligent Admissions tab.
How IA Rules Work
IA utilizes a combination of Conditions and Actions to automate processes and ensure that each application is handled precisely according to your institutional policies:
Conditions
Conditions
Conditions act as the criteria that trigger IA to perform specific actions. These are set based on a variety of application details and evaluation requirements:
Evaluations such as tests and scores
Decision-making criteria like stages, statuses, tags, cohorts
Specifics of the application, such as type, term, major, or checklist items
User segments or references
🚨 Important: Avoid using Application filters (e.g., Application (All Properties) when building Intelligent Admissions rules. We recommend using Decision conditions or Decision segment filters instead whenever possible. This is because Application-based filters are evaluated before all application data has fully synced, which may cause race conditions or inaccurate results.
Actions
Actions
Actions are performed once an application meets the specified conditions. These can vary widely to cover all aspects of application processing:
Changing the status of an application
Moving applications to a different stage
Assigning applications to a team member
Adding or removing tags and watchers
Enabling or disabling packages
Setting specific criteria for further processing
Example
Example
For instance, if an application is flagged as 'ready for review' and it indicates the applicant's citizenship status as non-US, IA can be set to automatically route the application to the International Review stage and update its status to "in review," thereby ensuring the appropriate team handles the application.
Key Considerations for IA Rules
Before creating an IA rule, there are a few important things you should keep in mind:
Mutually Exclusive Rules (Loop Prevention)
Mutually Exclusive Rules (Loop Prevention)
Ensure that your rules do not overlap to prevent the system from becoming stuck in a loop between conflicting actions. We recommend regularly reviewing your IA configurations to keep them current and prevent overlapping with other rules. If the system detects a loop between two rules, the affected rule is automatically deactivated. See Rule Loop Alerts below for details.
Detailed Conditions
Detailed Conditions
The more detailed your conditions, the more predictable and secure the outcomes will be, reducing the chance of errors.
When Rules Won't Trigger
When Rules Won't Trigger
Released Decisions: Once a decision reaches the Released stage, any subsequent changes to that decision will not trigger an IA rule—even if the conditions are met.
Existing Decisions: IA rules are triggered to run whenever decisions are created or updated. As a result, rules do not apply to decisions that already exist.
IA Rule Loop Alerts
If two IA rules conflict in a way that creates a loop—for example, one rule moves a decision to a stage while another moves it back—the system automatically deactivates the rule that triggered the loop to prevent repeated, unintended changes.
Identifying a Deactivated Rule
Identifying a Deactivated Rule
When a rule is deactivated due to a loop, a red warning icon (⚠️) appears next to the rule's toggle on the Intelligent Admissions settings page. Hovering over the icon displays a tooltip with a summary of the issue, including the reason for deactivation, the affected decision, and the other rule suspected of causing the loop.
Viewing Error Details
Viewing Error Details
Clicking the warning icon opens a dialog with the full details of the deactivation, including:
The reason the rule was deactivated
The affected decision (with a link to view it)
The other rule suspected of causing the loop
The date and time the rule was deactivated
From this dialog, you can click View Decision to go directly to the affected decision, or click Restore Rule to restore the original rule content. Restoring a rule brings back its original conditions and actions but keeps the rule inactive—review and modify the rule's conditions before reactivating it.
Email Notifications
Email Notifications
Admins with permissions to manage IA rules receive an email notification when a rule is deactivated due to a loop. The email includes a detailed error message describing the issue so you can take action promptly.
List of IA Rules
On the Intelligent Admissions Settings page, you'll see a table listing all the rules you've created. This table is designed to give you a quick overview of key details for each rule, helping you manage and review them efficiently. Within this table, you will find the rule name, description, action, active status, the date the rule was last modified, and the creator of the rule.
Creating + Managing IA Rules
Creating a New Rule
Creating a New Rule
When creating a rule, it's important to remember that they are triggered to run whenever decisions are created or updated. As a result, rules do not apply to decisions that already exist.
Navigate to Applications > Decisions > Decision Settings.
Click on the Intelligent Admissions tab.
Click on the circle plus sign button in the bottom right corner of the screen.
Give your Cohort a Name and Description.
Click Create.
Set Conditions:
Choose Condition Type: Select a condition from the dropdown menu. Available options encompass standard choices such as User Segment and User Segment Reference. Additionally, you can access Decision-specific options tailored to your needs, including stages, statuses, tests, and cohorts. This variety allows you to create targeted rules based on diverse criteria.
Click Add Condition' to add any additional filters.
Set Action:
Select an action from the dropdown menu. Depending on your choice, you will be prompted to provide further details. For example, if you select 'Move to' as your action, you must specify both the stage and the status to which the decision should be updated.
Click Done. Your rule will be added to the list.
Toggle Active to Yes: By default, your new rule is inactive. You must make it active for it to run.
Editing + Deleting Rules
Editing + Deleting Rules
Navigate to Applications > Decisions > Decision Settings.
Click on the Intelligent Admissions tab.
Locate the rule you wish to edit/delete:
To edit the rule name or description, click the pencil icon.
To edit the condition(s) or action, click on the filter icon.
To activate/deactivate a rule, use the Active toggle.
To delete a rule, click the three vertical dots and select Delete. You will be asked to confirm your action.
Organizing Rules in Folders
Organizing Rules in Folders
Consider organizing your IA rules into folders to enhance navigation and quickly access them.
Creating Folders
Navigate to Applications > Decisions > Decision Settings.
Click on the Intelligent Admissions tab.
In the lefthand panel, click + Add Folder.
Give your folder a Name.
Click Create.
Editing + Deleting Folders
Navigate to Applications > Decisions > Decision Settings.
Click on the Intelligent Admissions tab.
In the lefthand panel, locate the folder you wish to edit/delete.
Click the three vertical dots next to the folder name.
To edit the folder name, click Edit.
To delete a folder, click Delete.
Moving Rules to Folders
Navigate to Applications > Decisions > Decision Settings.
Click on the Intelligent Admissions tab.
Locate the rule you wish to add to a folder.
Click the three vertical dots at the end of the row.
Click Move to Folder and select the folder of your choosing.
Tracking IA Rule Activity
When an IA rule triggers a change on a decision—such as updating an assignment, moving to a new stage, or changing a status—the action is recorded in the decision's Timeline tab. Each activity entry triggered by an IA rule displays the name of the Intelligent Admissions Rule responsible for the change, making it easy to track and attribute automated actions.
To view rule attribution details, click on the activity entry in the Timeline. A detail panel opens showing the timestamp, the name of the IA rule that triggered the action, and the specifics of what changed (for example, who was assigned or what stage was updated).
