Universal Application: Changes to Eligibility Rules and Questions

Follow the steps below if you realize that a question was built using an incorrect question type. For example, you might have originally created a "High School Name" question as a text box, but now recognize that a drop-down list is recommended for collecting that info. 

1. In order to change a question's type, a new version of the question must be built. 
   • If the original question has not been used by applicants yet, you can delete it. You will see a Question Not Found error if you deleted a question used in a rule.
      
   • If it has been used, you can change the visibility of the original question to internal or administrator visibility and edit the question label to indicate that it is an old version.
      
2. After making the necessary question edits, navigate to the Eligibility tab of your universe to check and adjust eligibility rules as needed.
3. Click the pencil icon next to the rule that needs adjusting.
   
    
4. Edit the affected rule, then click Update Rule.
   
    
5. After making any changes to your eligibility rules, it's recommended to test the rules to ensure they work as expected.

Follow the steps below if you realize that a duplicate question was created on the application.

1. If you realize that you have a duplicate question on the application, you can delete one of the duplicates if it hasn't been used. 
   • If both questions have been used, you can change the visibility of one of the questions to internal or administrator visibility and edit the question label to indicate that it's an old version.
      
2. After making the necessary question edits, navigate to the Eligibility tab of your universe to check the eligibility rules and adjust as needed. 
3. Click the pencil icon next to the rule that needs adjusting. 
   • You'll see a Question Not Found error if you deleted a question used in a rule. 
     
      
4. Edit the affected rule, then click Update Rule.
   
    
5. After making any changes to your eligibility rules, it is recommended to test the rules to ensure they work as expected.

Follow the steps below if you realize that a list item within a question is incorrect. The steps below outline how to make the necessary adjustments.

1. To edit list items in a list type question, add the correct list item and delete the old item. 
   • Once applicants are working on the application, you can add but not delete list items. Contact Support in that scenario for further assistance.
      
2. The changes will be reflected once you click Save Question.
3. After making the necessary question edits, navigate to the Eligibility tab of your universe to check the eligibility rules and adjust as needed. 
4. Click the pencil icon next to the rule that needs adjusting.
   • You will see a List Item Not Found error if you deleted a list item used in a rule.
     
      
5. Edit the affected rule to select the new list item, then click Update Rule.
   
    
6. After making any changes to your eligibility rules, it is recommended to test the rules to ensure they work as expected.

Follow the steps below to make adjustments to the eligibility rules in your universe.

1. To edit an eligibility rule, navigate to the Eligibility tab of your universe.
2. Within the rule group section, you can make several changes: 
   • Click the trash can icon to delete a rule.
      

• To change a rule's selected question, comparator, or value, select the pencil icon. 
   
  • Once you have configured the rule, click Update Rule.
     
• Add a new rule or subgroup of rules.
  
   
• Click Change Log to see eligibility rule changes that have been made, when they were made, and by whom. 
  
   
• If a question on the application form is changed from a common to an opportunity specific question and that question was used in eligibility rules, an OPPORTUNITY SPECIFIC message with a red border will appear around the rule. This indicated the rule needs to be edited or deleted.
   

After making any changes to your eligibility rules, it is recommended to test the rules to ensure they work as expected. 

If you need to edit or delete a question or eligibility rule after opening the universe to applicants, you will need to account for the effect on your applicants in addition to following the steps in the sections above.  

After making the necessary question and/or rule adjustments, you will need to retest applicants' eligibility results. This is an important step to determine if any applicants previously found ineligible for an opportunity are now eligible, and vice versa.