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 GLM and SLM.
When preparing processes that contain an eligibility quiz for a new cycle, there are some important considerations.
When copying a process with an eligibility quiz, the system by default adds the existing eligibility quiz form to the new copy of the process. When you're copying processes for a new scholarship/grant cycle, you need to make a new copy of the eligibility quiz. Once you create a new quiz form copy, you can then add that new version of the quiz to other processes that need to use it for this cycle.
If you leave the same eligibility quiz from last cycle (rather than a new copy) in front of the process(es) for your new cycle, any returning applicants would not have the option to retake the quiz to determine their eligibility in the new cycle. It would also create challenges with managing quiz results.
Eligibility Quiz Steps After Copying Processes
- Navigate to one of the processes you've copied for the new cycle, then click Eligibility.
- Click the Change Form icon.
- Select the eligibility quiz form from the last cycle, click the Arrow icon, then click Copy Selected Form.
- Click the Pencil icon.
- Update the form Name. This is important so that you can differentiate this new version of the quiz form.
- Update the Description if needed, and make any other necessary updates to the quiz.
- If each of your processes use a different eligibility quiz, repeat steps 1-4 for each process. If other processes will use this same eligibility quiz, continue through the remaining steps.
- You can now add this new version of the quiz to each process (after copying the processes for the new cycle). Navigate to the Eligibility stage of another copied process, then click the Change Form icon.
- Select the new version of the eligibility quiz form, then click Add Selected Form.
- Repeat steps 6-7 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. Refer to either of the following articles for details:
- Deactivate the eligibility quiz or quizzes from the previous cycle. Refer to the following article for details:
- Right before you toggle the new processes on, activate the new eligibility quiz or quizzes. Refer to the following article for details: