When copying processes for a new grant or scholarship cycle, the eligibility quiz requires additional steps because it is not automatically copied with the process. The system by default adds the existing eligibility quiz form to the new copy of the process. Since an eligibility quiz can be attached to multiple processes at the same time, a new copy of the quiz must be created for each new cycle to ensure returning applicants can retake the quiz and administrators can manage quiz results accurately.
User Role: Administrator, Grants Manager
How to Prepare Processes with an Eligibility Quiz:
- Copy an eligibility quiz form from a previous cycle and assign it to new processes for the upcoming cycle.
- Update the eligibility quiz form name, description, questions, and rules to reflect the new cycle.
- Toggle the eligibility quiz and process availability settings to open the new cycle to applicants.
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.
Prepare an Eligibility Quiz for a New Cycle Video
This video covers how to copy and update an eligibility quiz for a new cycle, including updating the form name, description, questions, and rules, as well as how to toggle the eligibility quiz and process availability settings.
Eligibility Quiz Steps After Copying Processes
To update the eligibility quiz after copying processes for a new cycle, create a new copy of the previous cycle's eligibility quiz form and assign it to each copied process.
- Navigate to the eligibility stage for one of the processes that was copied for the new cycle.
- Click the change form icon.
- Select the eligibility quiz form from the last cycle, click the arrow icon, and then click Copy Selected Form.
- Click the pencil icon.
- Update the form Name.
- This is recommended so this new version of the quiz form can be differentiated from the previous version.
- This is recommended so this new version of the quiz form can be differentiated from the previous version.
- Update the Description if needed, and make any other necessary updates to the quiz.
- Repeat steps 1-6 for each process that will use a different eligibility quiz.
- If other processes will use this same eligibility quiz, continue through the remaining steps.
- Navigate to the eligibility stage of another copied process and click the change form icon to add this new version of the quiz to each process after copying the processes for the new cycle.
- Select the new version of the eligibility quiz form, and then click Add Selected Form.
- Repeat steps 8-9 for all other copied processes that need to use the same quiz form.
Final Steps
Once the eligibility quiz form is prepared for each process, there are three final steps to take.
- Adjust the eligibility rules for each process if needed.
- Deactivate the eligibility quiz or quizzes from the previous cycle.
- Right before the new processes are toggled on, activate the new eligibility quiz.