Add an Eligibility Quiz to a Process – Foundant Technologies

This feature is available with the Advanced license for Grant Lifecycle Manager (GLM) sites. It is available with the Standard license and above for Scholarship Lifecycle Manager (SLM) sites. Contact Support with any questions about your license or to enable this feature in your site.

The Eligibility Quiz feature in GLM/SLM allows administrators to screen applicants for eligibility before they can access and apply to a process. A quiz can be created, copied from an existing quiz, or shared across multiple processes so applicants only need to complete it once.

User Role: Administrator

Add an Eligibility Quiz to a Process to:

Screen applicants for eligibility before they can access a grant or scholarship process.
Use one eligibility quiz across multiple processes so applicants complete the quiz once and are directed to the processes they qualify for.
Copy an existing eligibility quiz to create a modified version for processes that require slightly different eligibility criteria.

Eligibility Quiz Overview outlines the use of this feature and includes related resources. The examples shown in this article relate to scholarships, but the eligibility quiz feature can also be used for grants. The feature works the same across Grant Lifecycle Manager (GLM) and Scholarship Lifecycle Manager (SLM).

For instructions on preparing for a new cycle with the eligibility quiz feature, refer to Prepare Processes with an Eligibility Quiz for a New Cycle instead as there are specific steps and considerations involved.

When to Use One vs Multiple Eligibility Quizzes

One eligibility quiz can be used in multiple processes. The eligibility quiz is attached to the processes, checking applicants' eligibility and directing them to the appropriate processes. Unique rules can be created for each process. When the same quiz is used in front of multiple processes, applicants only need to fill out one quiz to check their eligibility to apply for those processes.

Having multiple processes behind the same eligibility quiz versus processes behind their unique eligibility quiz could look something like the following:

Eligibility Form 1
- Process A
- Process B
Eligibility Form 2
- Process C
- Process D
- Process E
Eligibility Form 3
- Process F

In the Eligibility Center, the Eligibility Forms tab displays each eligibility quiz and the active and inactive processes to which the quiz is attached. Use the search bar at the top of the tab to narrow the search criteria to view specific eligibility forms and the processes to which they are attached. eligibility forms information

Create a New Eligibility Quiz

To create a new eligibility quiz and attach it to a process, navigate to the Eligibility stage of the process and complete the steps below.

If the same eligibility quiz will be used across multiple processes, complete these steps once and then follow the steps in the Add an Existing Eligibility Quiz to a Process section to attach the quiz to the remaining processes.

Click Tools on the upper navigation bar, and then click Process Manager.
Click the process name.
- If this quiz will be added to multiple processes, choose any one of the processes.
Click the Eligibility stage.
Click Attach Eligibility Form.
Click Create New Form.
Enter a name, and then click Create New Form.
- Enter a Description if applicable. This displays on the Apply page for applicants and explains the quiz before they begin filling it out.
Add questions to the eligibility quiz.
- It is recommended to make these questions required as the eligibility rules that will be built check the applicants' responses to each question to determine their eligibility.

Add an Existing Eligibility Quiz to a Process

To add an existing eligibility quiz to a process, navigate to the Eligibility stage of the process and select the quiz to attach.

If the same eligibility quiz is added to multiple processes, any changes made to the quiz within one process are reflected across all the other processes.

Click Tools on the upper navigation bar, and then click Process Manager.
Click the process name.
Click the Eligibility stage.
Click Attach Eligibility Form.
Select the quiz form to be added, and then click Add Selected Form.

Copy an Existing Eligibility Quiz

For instructions on copying an eligibility quiz as part of preparing for a new grant or scholarship cycle, refer to Prepare Processes with an Eligibility Quiz for a New Cycle instead, as there are specific steps and considerations involved.

To copy an existing eligibility quiz and create a modified version for a process, navigate to the Eligibility stage of the process and select the quiz to copy.

Click Tools on the upper navigation bar, and then click Process Manager.
Click the process name.
Click the Eligibility stage.
Click Attach Eligibility Form.
Select the quiz to be added.
Click the Create New Form drop-down, and then click Copy Selected Form.

- Edit the copied form as needed. It is recommended to adjust the name of the quiz to differentiate the different versions.

Eligibility Change Log

The Eligibility Change Log allows you to see eligibility rule changes that have been made, when they were made, and by whom.

To view eligibility rule changes for a process, including what was changed, when it was changed, and who made the change, navigate to the Eligibility stage of the process and open the Change Log.

Click Tools on the upper navigation bar, and then click Process Manager.
Click the process name.
Click the Eligibility stage.
Click Change Log.
- The Change Log will display the date the change was made, the name of the rule or rule group changed, what was changed, old and new entries, and who made the change.