Universal Application Fundamentals Course Resources – Foundant Technologies

UA Fundamentals: Basics and Building Blocks

Video	Article
Users Overview	Glossary
	Introduction to Scholarship Lifecycle Manager
	Users Overview
	Add a User
	Registration Pages
	Universal Application: Add a Universe
	Universal Application: Universe Stages
	Universal Application: Basic Maintenance
	Prepare a Universe for a New Cycle
	Universal Application: Add an Opportunity
	Universal Application: Alphabetize and Export Opportunities

Video	Article
Universal Application Common and Supplemental Questions	Universal Application: Build the Application Form
	Add, Edit, Delete, and Preview Form Questions
	Question Types Overview
	Question Branching
	Add a Table
	Universal Application: Edit the Application
	Third Party Feature Overview
	Add a Third Party Group
	Build Third Party Email Templates
	Universal Application: Supplemental Questions
	Universe or Opportunity Toggled Available or Not Available
	Form Due Dates

Videos	Articles
	Universal Application: Build Eligibility Rules
	Universal Application: Test Eligibility Rules

Videos	Articles
	Decisions Stage Forms
	Universal Application: Auto Configure Installments
	Show Decision Status and Award Details
	Approve a Request
	Deny Requests
	Add Installments to an Approved Request
	Edit Decision Information After Approving or Denying a Request
	Universal Application: Add a Follow Up Form
	Assign Follow Ups to Requests
	Mark a Follow Up Complete
	Show Follow Ups with Decision Status
	Follow Up Submission Logic
	Add Installments to an Approved Request
	Enter a Payment
	Payment Tracking Page
	Close Requests

Videos	Articles
	Evaluation Forms
	Universal Application: Committees
	Universal Application: Evaluation Options
	Assign Evaluators to Requests
	Evaluation Tutorial - Universal Application
	Evaluator Tutorial - Dashboard and Navigation
	Board Member Tutorial - Dashboard and Navigation
	Proxy In as Another User
	View Evaluations
	Close Evaluations

Videos	Articles
Email Templates	Build an Email Template
Automatic Emails	Merge Fields in Email Templates
Send Emails	Email Merge Field Guide
	Configure Automatic Emails
	Send an Email
	Email History Page

Videos	Articles
Eligibility Center	Universal Application: Form Due Dates
	Universal Application: Configure Automatic Emails
	Universe or Opportunity Toggled Available or Not Available
	SLM Applicant Tutorial - Universal Application
	Mark LOI or Application Complete or Incomplete
	Universal Application: Changes to Eligibility Rules and Questions
	Universal Application: Eligibility Center
	Universal Application: Retest Eligibility
	Universal Application: Override Failed Eligibility Status

Videos	Articles
Eligibility Center	Universal Application Versus Standalone Scholarships
	Processes Overview
	Add a New Process
	Eligibility Quiz Overview
	Add an Eligibility Quiz to a Process
	Build Eligibility Quiz Rules
	Customize the Eligibility Quiz Failure Message

Videos	Articles
	Universal Application: Data Sets
	Run a Report
	Reports and Data Sets Overview
	Build a Student Demographics Report
	Build an Installment Report
	Build an Evaluation Report
	Build a Scholarships Ready to Close Report

Videos	Articles
Merge Templates for GLM and SLM	Merge Templates Overview
	Build and Edit a Merge Template

Videos	Articles
	CommunitySuite and GLM/SLM Integration Overview
	Sync SLM Requests to CommunitySuite
	Process Synced Scholarships
	Pay Synced Scholarships
	Set the CommunitySuite Scholarship for an Opportunity or Process

Videos	Articles
	Edit Site Settings
	SLM Configurable Site Settings
	Create Custom Columns
	Workload Page Options
	Requests and Decisions Page
	Manual Request Entry
	Copy Functionality
	Applicant Tutorial - Copy Request
	Revert the Status of a Request
	Universal Application: Revert Status of Common Application
	Archive or Restore a Process
	User Summary Page
	Request Summary Page
	Shared Documents
	Deactivate or Activate a User
	Add a User
	Collaborator Feature
	Question Type: Regular Expression (Regex)
	Advanced License Custom Columns
	Batch Import Payments