Eligibility Quiz

The Eligibility Quiz feature allows administrators to create a form for the initial stage of a single process or for multiple processes to determine eligibility for those processes. Eligibility is determined based on rules attributed to the Eligibility form.

  • For Example: If the following question is added to the eligibility form a rule can be attributed to that question that may determine eligibility if the cumulative GPA is greater than a certain grade point number:

Eligibility Quiz is an advanced feature and is available for those with an Advanced Licenses

  • By default, the Eligibility Quiz feature will be turned off.
    • If you have an advanced license and this feature has not been turned on, please contact support at support@foundant.com to have the feature enabled.
    • To discuss upgrading to an advanced license please contact your CSM.

Once the feature has been turned on, in order to add an eligibility form, go to Process Manager and select the process you would like to edit by clicking on the process name.
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  • Click on the Eligibility stage and then click on the button labeled Add Eligibility Form:

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  • If this is your first eligibility form then you will click on Create New Form. If you already have existing eligibility forms then you can either Create New Form or Add Selected Form.

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  • If creating a new form then you will have the following question types to choose from while building the eligibility form:

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  • The eligibility form comes with a description group at the top of the form to include a description of the eligibility form and who should be completing the form. For example, there might be a separate form for high school students and one for adults. The description associated with an Eligibility form is similar to a process description.
  • Examples of eligibility questions are:
    • Major or general area of study
    • Gender
    • GPA
    • State or county of residence
    • Race/Ethnicity
    • Extra Curricular Activities
  • Following is an example Eligibility Form:

  • Once an eligibility form has been created for a process then eligibility rules can be added to the form. The rules are attributed by process and, therefore, the same form can be used for multiple processes but the rules for each form can be different.
    • To add rules you must go back to the Update Process page which is accessible by clicking on the name of the process.
    • Then click on the Eligibility tab

Adding Rule Groups and Rules

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  • The rule builder starts out like this:

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  • To edit the name of the rule group click on the Rule Group “pencil” icon:

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  • For example, you might add a rule group for Standard Rules:

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  • For this example, you would click on Add AND Rule and create a rule for GPA. Once you click on Add AND Rule you will see the following:

  • Next, select the question from the eligibility form for which you want to add a rule:

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  • Next, select the appropriate Comparator for the rule:

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  • Next, based on the question and comparator complete the rule. In this example, the rule is GPA is greater than 2.9. You will notice that the Rule Name is automatically populated at the bottom of the box.

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  • Following is an example of how to add multiple AND rules into a rule group:

  • Next is an example of how to add an AND/OR rule group. (this is how you will want to build a rule based on a list of options):
    • Click on the Add AND/OR Rule Group button

  • Add a rule group name and then select the appropriate operator (AND / OR)
    • In this example the operator is OR. The definition of this rule group is that if the applicant participates in Football or Basketball then they will pass this rule group.

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Following are the completed rules for this form:

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The applicant will pass this quiz based on the following:

  • They participate in Football
    • OR
  • They participate in Basketball
    • AND
  • Their GPA is greater than 2.9
    • AND
  • Their gender is male
    • AND
  • Their race/ethnicity is Hispanic or Latino
    • AND
  • Their county of residence is Gallatin

The next step is to test the rules. To do this answer the questions on the Eligibility Form and then click on the button Test Answers:

  • After clicking on Test Answers you will see a screen that looks like the following:
    • Note: Information has been added to the screenshot to indicate why the test resulted in Not Eligible and why each question listed failed the test.

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  •  Following is a new test of the eligibility form:

  • The results of the test are as follows:
    • Note: Information has been added to the screenshot to indicate why the test resulted in Not Eligible and why each question listed failed the test.

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  • The rule has been updated as follows:

  • The results of the test are as follows:

  • Activating the Eligibility Form
    • While building the Eligibility Form and adding the Eligibility Rules the Eligibility stage should be Inactive and the form/rules should also be inactive.

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  • Once the Eligibility Form has been built and the rules added and tested then you will want to turn the form/rule on (Active) and that will also change the Eligibility stage to Active.

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  • When the Eligibility Quiz is activated the process is automatically made restricted. The Access code can be used to allow applicants to apply even if they do not pass the Eligibility Quiz. The Access code will also allow applicants to apply for a process without taking the Eligibility Quiz.
    • If the process did not already have an access code, one will automatically be generated for you.
    • Note that you may go in and update the access code at any point

If you have any additional questions about the Eligibility Quiz, feel free to contact Foundant Support at support@foundant.com.




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