---
schema_version: "1"
id: e645e9ef0f0e95f0cbdd9b9c1cfd7cbb52fd4df7ea99d7f279959c64b7b54bd8
title: Eligibility Verification and Assignment for Registration Timelines
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_eligibility_verification_and_assignment_for_registration_timelines.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_eligibility_verification_and_assignment_for_registration_timelines.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 91318f4b39fd322ec22b28f06139487ed3fe38236b7eb63974415d7e067f87e7
description: Education Cloud uses the student information system policy rules framework to verify which students enrolled in an academic term qualify for a registration timeline. After verification, the same framework assigns that timeline to the students who qualify. Verification and assignment are two related phases.
products:
  - Education
release: "264"
---
# Eligibility Verification and Assignment for Registration Timelines

Education Cloud uses the student information system policy rules framework to verify which students enrolled in an academic term qualify for a registration timeline. After verification, the same framework assigns that timeline to the students who qualify. Verification and assignment are two related phases.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></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>

Policy rules evaluate students enrolled in an academic term and assign each eligible student a registration timeline. Eligibility comes from the policy rule that you attach to an academic term registration timeline record.

In the verification phase, a policy rule evaluates each student who's enrolled in the academic term. The rule uses the eligibility criteria on an academic term registration timeline record. The evaluation runs as a batch process from the Student Eligibility and Timeline Assignment component on that record. After the batch process completes, the component shows the eligibility results. In the assignment phase, a second batch process assigns the registration timeline to the students who met the criteria. Assignment starts from the same component after the eligibility batch process completes.

Both phases run from the Academic Term Registration Timelines app. On the timeline record, the Student Eligibility and Timeline Assignment component is where you select the policy rule, apply verification, and then assign the registration timeline.

## Set Up Eligibility Verification and Assignment for Registration Timelines

Configure a context definition, policy rule, and flows to verify eligibility and assign registration timelines for students.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </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="d52860e111">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52860e111 ">To set up verification and assignment for academic term registration
                  timelines:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52860e111 ">Education Cloud Full Access</td>

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

Before you start:

- Ensure that [Advanced Academic Operations](https://help.salesforce.com/s/articleView?id=sfdo.ec_enable_advanced_academic_operations.htm&language=en_US) is enabled.

1. [Customize and activate the context definition](https://help.salesforce.com/s/articleView?id=ind.context_service_create_context_definitions.htm&language=en_US), EduAcadTermEnrlLrnrPrfl.
2. [Create a policy rule](https://help.salesforce.com/s/articleView?id=sfdo.ec_create_a_policy_rule_for_learning_requirements.htm&language=en_US) customized to your requirements with these details:
    
     
    | Field | Value |
    | --- | --- |
    | Usage Type | Student Information System |
    | Usage Subtype | Registration Timeline |
    | Context Definition | (As created in the previous step) |
    
    Use the sample expression set template available with Education Cloud, RegistrationTimelineES, to create a policy rule.
3. Create an academic term registration timeline record. For Eligibility Criteria, select the policy rule created in the previous step.
4. [Customize and activate the flows](https://help.salesforce.com/s/articleView?id=platform.flow_build.htm&language=en_US):
    
    - EDU Student Information: Calculate Registration Timeline Eligibility
    - EDU Student Information: Run Registration Timeline Calculation Batch Job
    - EDU Student Information: Apply Registration Timeline Eligibility
    - EDU Student Information: Run Registration Timeline Application Batch Job
    
    Flow templates must be cloned to create the corresponding flows.

## Run Eligibility Verification and Assignment for Registration Timelines

Initiate the rule-based process to verify eligibility and assign registration timelines for students enrolled in an academic term.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
            <colgroup>
              <col style="width:50%">
              <col style="width:50%">
            </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="d52860e289">User Permissions Needed</th>
              </tr>
            </thead>
            <tbody>
              <tr class="">
                <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52860e289 ">To run verification and assignment for academic term registration timelines:</td>

                <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52860e289 ">
                  <p>Education Cloud Full Access</p>
                  <p>AND</p>
                  <p style="margin-bottom:0;">System Administrator
                    profile</p>
                </td>

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

Before you start:

- Ensure that [Advanced Academic Operations](https://help.salesforce.com/s/articleView?id=sfdo.ec_enable_advanced_academic_operations.htm&language=en_US) is enabled.

1. From App Launcher, find and select **Academic Term Registration Timelines**.
2. Select the academic term registration timeline record for which you want to run the eligibility check.
3. On the Student Eligibility and Timeline Assignment component, select the policy rule, and then click **Apply**.
4. After the batch process completes, click **Assign Registration Timeline**.