Manage Funds Criteria Information - Enable Fund Criteria Automation

Enable Fund Criteria Automation

This functionality allows you to automate the fund criteria question selection when assigning criteria questions for funding in the Manage Fund Criteria Information setup thus making this entire process simpler and more efficient. 

Note: This is a Site Setting feature and once activated, it will appear on all your applications on your site. It is recommended to be used in One-to-Many Application Process that has multiple Scholarship Funds associated with a single Application.  

Enabling Fund Criteria Automation 

From Home > Select Administration > Manage Site Settings > General Settings > Enable Fund Criteria Automation. 

Step 1:  Select the setting “Enable Fund Criteria Automation” to Yes.  This allows you to create and select criteria questions to appear on the View Eligibility Criteria screen. 

Step 2:  Assign your funds to the application form.  (if not already assigned). 

From Home > Select Application Form Name > Select Application Settings > Open left-hand panel > Select Assign Application Funds 

1. Select the relevant funds from the column titled “Unassigned Funding(s)”. 
2. Click on the arrow facing towards the column titled “Assigned Funding(s)”. 
3. Click on Save. 
4. All your assigned funds will show at the bottom of this screen. 

Step 3: Assigning Question to the Fund  

From Home > Select Application Form Name > Application Settings > Select Section Name > Add/Edit Question  

Once the fund is assigned you will then be able to select that fund in the criteria question it belongs to 

1. Open the question setup.  
2. Select “Yes” for the “Use in Fund Criteria Setup” option for the selected question.  
3. This will open the “Criteria Fund” extended checkbox that list assigned funds. 
4. In the Criteria Fund listing select all the funds that are dependent on this question for criteria matching. 
5. Click on Save and Exit  

Step 4: Create all the filters for the assigned fund.  

• Open the Manage Fund Criteria Information. 

From Home > Select Application Name > Select Application Settings > Open left panel > Select Manage Fund Criteria Information 

• Locate your fund and click Set Criteria under the Eligibility Criteria column located in the same row as your fund.  Select View Eligibility Criteria if you need to add more criteria based on newly added questions. 

• The criteria conditions screen will appear for that fund.  Any question that you selected as a criteria question for this fund will show in the Field Name listing by default.  

• For each question, select the condition Filter that determines the applicants eligible for that fund and the Filter Value that determines eligibility. Refer to conditional Logic guide for More assistance in setting up logics. Do not add this line on Zendesk)  
• To add another criteria Condition based on the same Field name click on “Duplicate” button and add the new Filter and Filter Value. 

Click on Save and Exit. This will save the filter conditions and return to the Manage Fund Criteria listing.