---
schema_version: "1"
id: ab04d6da46bf8556f8e6994d6782149dc653bcbc146815d6006ed634038ef38d
title: Connect Rubrics to Applications
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_connect_rubrics_to_applications.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_connect_rubrics_to_applications.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 99021a456c4f2a4141c8e250b904ff43986d444ffb181903572bcae66d862f35
description: Create configuration records to represent your application review and connect it to the Omniscripts that you use to score applications in Education Cloud.
products:
  - Education
release: "264"
---
# 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

- **[Create Application Render Method Records for Rubrics](https://help.salesforce.com/s/articleView?id=sfdo.ec_connect_rubrics_to_applications.htm&release=264.0.0&type=5)**  
    Create application render method records for each Omniscript that you want to use to score applications.
- **[Create Application Stage Definition Records for Rubrics](https://help.salesforce.com/s/articleView?id=sfdo.ec_connect_rubrics_to_applications.htm&release=264.0.0&type=5)**  
    Create application stage definition records to represent your application review.
- **[Create Application Render Method Assignment Records for Rubrics](https://help.salesforce.com/s/articleView?id=sfdo.ec_connect_rubrics_to_applications.htm&release=264.0.0&type=5)**  
    Connect your application stage definitions to their corresponding application render methods.
- **[Create an Action Plan Template for Rubrics](https://help.salesforce.com/s/articleView?id=sfdo.ec_connect_rubrics_to_applications.htm&release=264.0.0&type=5)**  
    Create a separate action plan template to represent your application for each rubric that you create.
- **[Add Individual Application Tasks to Your Action Plan Template for Rubrics](https://help.salesforce.com/s/articleView?id=sfdo.ec_connect_rubrics_to_applications.htm&release=264.0.0&type=5)**  
    Assign each application stage definition record to your action plan template.
- **[Assign Your Action Plan Template for Rubrics to a Program Term Application Timeline](https://help.salesforce.com/s/articleView?id=sfdo.ec_connect_rubrics_to_applications.htm&release=264.0.0&type=5)**  
    Add the action plan template that represents your application to a program term application timeline record.

## 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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50922e194">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e194 ">To create application render method records:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e194 ">Education Cloud Full Access</td>

              </tr>
            </tbody>
          </table>

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.
    
    See [Add Questions to a Rubric](https://help.salesforce.com/s/articleView?id=sfdo.ec_add_questions_to_a_rubric.htm&release=264.0.0&type=5 "Create an Omniscript that includes assessment questions to use as a rubric to score applications.").
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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50922e363">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e363 ">To create application stage definition records:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e363 ">Education Cloud Full Access</td>

              </tr>
            </tbody>
          </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50922e517">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e517 ">To create application render method assignment records:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e517 ">Education Cloud Full Access</td>

              </tr>
            </tbody>
          </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50922e676">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e676 ">To create action plan templates:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e676 ">Education Cloud Full Access</td>

              </tr>
            </tbody>
          </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50922e833">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e833 ">To add tasks to action plan templates:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e833 ">Education Cloud Full Acces</td>

              </tr>
            </tbody>
          </table>

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col>
              <col>
            </colgroup>
            <thead class="slds-text-title_caps ">
              <tr class="">
                <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d50922e1001">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e1001 ">To add tasks to action plan templates:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d50922e1001 ">Education Cloud Full Access</td>

              </tr>
            </tbody>
          </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/images/icon_note.png)

Note Make sure that you create Program Term Application Timeline records for your application. See [Create Supporting Records for Applications](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_supporting_records_for_applications.htm&release=264.0.0&type=5 "Create the required records for the application process in Education Cloud.").

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](https://help.salesforce.com/s/articleView?id=sfdo.ec_prerequisites_for_scoring_applications.htm&release=264.0.0&type=5 "To prepare your Salesforce org for scoring applications, enable Discovery Framework, create a queue, and update the page layout for individual 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_prerequisites_for_scoring_applications.htm&release=264.0.0&type=5 "To prepare your Salesforce org for scoring applications, enable Discovery Framework, create a queue, and update the page layout for individual applications.").
9. Save your changes.