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Connect Rubrics to Applications

Create configuration records to represent your application review and connect it to the Omniscripts that you use to score applications in Education Cloud.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

Create Application Render Method Records for Rubrics

Create application render method records for each Omniscript that you want to use to score applications.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create application render method records: Education Cloud Full Access
  1. From the App Launcher, find and select Application Render Methods.
  2. Click New.
  3. Enter a name for the application render method.
    Use the same convention that you used for your rubric Omniscript. For example, enter Undergraduate Application Review.
  4. For Method Record, select Omni Process, and then find and select the Omniscript that you previously created as your rubric.
  5. For Method Type, select Omniscript.
  6. For Usage Type, select Recruitment and Admissions.
  7. Save your changes.

Create Application Stage Definition Records for Rubrics

Create application stage definition records to represent your application review.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create application stage definition records: Education Cloud Full Access
  1. From the App Launcher, find and select Application Stage Definitions.
  2. Click New.
  3. Enter a name for the application stage definition.
    For example, enter Undergraduate Application Review.
  4. Select the name of the owner of the application stage definition.
  5. If necessary, enter a description for the application stage definition.
  6. Select Recruitment and Admissions as the type.
  7. Save your changes.

Create Application Render Method Assignment Records for Rubrics

Connect your application stage definitions to their corresponding application render methods.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create application render method assignment records: Education Cloud Full Access
  1. From the App Launcher, find and select Application Render Method Assignments.
  2. Click New.
  3. Enter a name for the application render method assignment.
    For example, Undergraduate Application Review.
  4. To make this assignment active, select Active.
  5. For Application Render Method, find and select the application render method associated with this assignment.
    For example, Undergraduate Application Review.
  6. For Application Component, select the application stage definition that corresponds to the application render method that you selected.
  7. Save your changes.

Create an Action Plan Template for Rubrics

Create a separate action plan template to represent your application for each rubric that you create.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To create action plan templates: Education Cloud Full Access
  1. From the App Launcher, find and select Action Plan Templates.
  2. Click New.
  3. Enter a name for the action plan template.
    For example, Undergraduate Application Review.
  4. If required, enter a description for the action plan template.
  5. Select Industries as the action plan template.
  6. Select Application Review as the target object.
  7. Save your changes.

Add Individual Application Tasks to Your Action Plan Template for Rubrics

Assign each application stage definition record to your action plan template.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To add tasks to action plan templates: Education Cloud Full Acces
  1. From the App Launcher, find and select Action Plan Templates.
  2. Click your action plan template.
  3. Click New Individual Application Task.
  4. Enter a name for the individual application task.
    For example, enter Undergraduate Application Review.
  5. Find and select the application stage definition associated with this task.
    For example, select Undergraduate Application Review.
  6. To make this task mandatory for the application, select Required.
  7. Save your changes.
  8. Click Publish Template.

Assign Your Action Plan Template for Rubrics to a Program Term Application Timeline

Add the action plan template that represents your application to a program term application timeline record.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed
To add tasks to action plan templates: Education Cloud Full Access
Note
Note Make sure that you create Program Term Application Timeline records for your application. See Create Supporting Records for Applications.
  1. From the App Launcher, find and select Action Plan Template Assignments.
  2. Click New.
  3. Select Program Term Application Timeline as the associated object.
  4. Find and select the Program Term Application Timeline record related to your rubric.
  5. In Action Plan Template Version, find and select your action plan template.
  6. For Assignment Queue Name, enter the name of your application review queue that you previously created.
    Make sure that you enter the Queue Name, with underscores instead of spaces, and not the Label. See Prerequisites for Scoring Applications.
  7. For Assignment Size, enter the number of Application Review records that you want automatically created.
  8. Select the assignment type.
    • If you haven't modified the Admissions: Initiate Application Reviews flow, select Staff Review.
    • If you have modified the flow, or created your own flow, select the option that represents the rubric's application stage. For example, Application Review, Phone Interview, or In-Person Interview. See Prepare Your Org for Scoring Applications.
  9. Save your changes.