When preparing a universe for a new scholarship cycle, there are several important steps to take.
If the universe only needs minor updates, it can be copied directly into the Live site. If there are to be larger updates such as adding opportunities or editing eligibility rules, it is recommended that the universe is first copied into the Sandbox site to test the changes. The following items should be updated or reviewed in the new copy of the universe:
- Universe name
- Start and end dates
- Universe description
- Calendar year in opportunity names
- Application and follow up form due dates
- Email templates
Add an Opportunity
Once a new copy of the universe is created, additional opportunities for the new cycle can be added. After adding a new opportunity to the universe, items such as the application form, eligibility rules, evaluation form, and follow up forms will likely need to be updated.
Edit the Application
When making changes to the application form, such as adding or removing list items in a question or deleting a question, it is important to review the eligibility rules in case these actions have affected any rules.
Change Eligibility Rules
If criteria change for any scholarship opportunities or if corrections need to be made to the eligibility rules, it is ideal to make those changes before opening the universe for the new cycle.