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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 are copying processes for a new scholarship/grant cycle, make a new copy of the eligibility quiz. Once a new quiz form copy is created, you can then add that new version of the quiz to other processes that need to use it for this cycle.
Eligibility Quiz Steps After Copying Processes Video
This video provides a brief overview on the steps needed after copying a process with an attached eligibility form.
Eligibility Quiz Steps After Copying Processes
- 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.
Prepare an Eligibility Quiz for a New Cycle Video
This video provides recommendations for preparing an eligibility quiz for a new cycle.
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.