Build Eligibility Quiz Rules

All eligibility rules are contained within the overall rule group. This rule group is added by default within the eligibility stage. You can add rules within that group and add rule subgroups if needed. 

Once processes with an eligibility quiz are open to applicants, there are implications of adding or editing eligibility rules. Eligibility Center for Eligibility Quiz contains details on retesting applicants' eligibility in the Eligibility Results Tab section.

Add Rules

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the process name.
   
   
3. Click the Eligibility tab.  
4. Click Add AND Rule.
   
   
5. Enter the applicable Add Rule information, and then click Add Rule.
   • Form Question - Select the question on the eligibility quiz to which this rule relates.
   • Comparator - Select the comparator for the question and the value.
     • For example, if building a rule based on a County of Residence question and the applicant must select County A to pass the rule, the Equal To comparator would be selected.
   • Value - This is the value that the applicant must select for list questions or enter for other question types to pass the rule.  
     • For example, if building a rule based on a County of Residence question and the applicant must select County A to pass the rule, County A would be selected as the value.
       
       
6. Repeat steps 4-5 to continue building the eligibility rules.

Add a Rule Subgroup

A rule subgroup allows a set of rules to be created that will be considered together. For example, if an applicant could have participated in cross country or track and field in order to pass an extracurricular requirement for a scholarship, those rules would be built together within a rule subgroup with the OR operator.

1. Click Tools on the upper navigation bar, and then click Process Manager.
2. Click the process name.
   
   
3. Click the Eligibility tab. 
4. Click Add AND/OR Rule Group.
   
   
5. Enter the applicable Add Rule Group information, and then click Add Rule Group.
   • If all the rules within this subgroup must be passed for the applicant to pass the group criteria, select AND as the operator.
   • If only one of the rules within this subgroup must be passed for the applicant to pass the group criteria, select OR as the operator.
     
     
6. Click Add AND Rule or Add OR Rule to add a rule within this subgroup.
   • Refer to the Add a Rule section for instructions and add as many rules as needed within this subgroup.
     
     

Below is an example of eligibility rules using a subgroup.

Edit and Delete Rules and Subgroups

• Click the trash can icon to delete a rule or subgroup.
  • Deleting a subgroup also deletes all the rules it contains.
    
    
• Click the pencil icon to edit a rule or subgroup.
  
  
• Click the upper pencil icon to edit the overall rule group.
  • The operator for the overall rule group can also be changed here.