The Universal Application Criteria Spreadsheet is used during the initial phase of your Scholarship Lifecycle Manager (SLM) universal application implementation. The spreadsheet will serve as the basis for creating a draft application in SLM and be your guide as you refine the application and build your eligibility rules. The goal during implementation is for your entire scholarship process to work smoothly for you, your applicants, and any other relevant stakeholders. It is recommended to watch the Universal Application Criteria Spreadsheet Video before filling out the spreadsheet information.
A link to your individual Universal Application Criteria Spreadsheet will be provided by your Foundant Implementation team.
Universal Application Criteria Spreadsheet Video
Key Terms
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Opportunity - Individual scholarships with their own criteria.
- Example: The Smith Family Scholarship for Nursing
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Question Label - Title of a question; it appears in bold on the application. Instructions can be added.
- Example: High School Name
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Question Group - Segments an application into sections so that like questions can be grouped together or create different application paths depending on how questions are answered.
- Example: Geographic area, demographics, etc.
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Common Questions - Questions that every applicant must answer.
- Examples: GPA, high school name, general essay, transcript, etc.
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Supplemental Questions - Questions that are unique to one or more scholarship opportunity and will only be answered by applicants that are eligible for those opportunities.
- Examples: Essay question specific to a scholarship, letter of recommendation for a specific scholarship, additional information only pertinent to a specific scholarship like employee name for a corporate scholarship, etc.
Spreadsheet Tabs
Common - Eligibility Criteria Tab
- Enter each opportunity name into its own row in Column A.
- Add the year of the upcoming scholarship cycle in front of each name as this will help with running reports on scholarship data.
- Add the year of the upcoming scholarship cycle in front of each name as this will help with running reports on scholarship data.
- Enter the description of the criteria needed for that opportunity in Column B.
- This will not be imported. It will be used as a communication tool between you and your Foundant Implementation team.
- This will not be imported. It will be used as a communication tool between you and your Foundant Implementation team.
- Enter the question label in Row 1 starting in Column D, moving across to the right for each question.
- Enter the question type in Row 2 starting in Column D.
- Enter the applicable instructions in Row 3 starting in Column D.
- Enter question details in Row 4 starting in Column D.
- If the question type is a list question type such as drop down list, check box list, or radio button list, it is required to enter all of the list items into this field.
- If the question type is a list question type such as drop down list, check box list, or radio button list, it is required to enter all of the list items into this field.
- Enter the criteria for each eligibility question next to each opportunity.
- In the example below, the question label is GPA, the question type is decimal, and the criteria for the 2024 Amazon Scholarship requires the applicant to have a GPA greater than 2.0 but less than 3.0. This means that the applicant will need to have a GPA between 2.0 and 3.0 to be eligible for that scholarship.
- In the example below, the question label is GPA, the question type is decimal, and the criteria for the 2024 Amazon Scholarship requires the applicant to have a GPA greater than 2.0 but less than 3.0. This means that the applicant will need to have a GPA between 2.0 and 3.0 to be eligible for that scholarship.
Common - Additional Questions Tab
Every applicant will answer these questions before they qualify for an opportunity, but these questions are not used in determining eligibility for opportunities.
- Enter the applicable information for each common question in Row 3 starting in Column A.
Supplemental Questions Tab
Supplemental questions are specific to one or more opportunities and will only be seen by applicants after they qualify for those opportunities.
- Enter the information for each opportunity in Row 3 starting in Column A.
- If a question will be used for more than one opportunity, add the second opportunity in the Opportunity Name column and copy the question format and question type columns.
- If a question will be used for more than one opportunity, add the second opportunity in the Opportunity Name column and copy the question format and question type columns.