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 best practice 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 hasn't been used by applicants yet, you can delete it. 
   • 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's an old version.
2. After addressing the 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 a rule group that needs adjusting.
   • You'll see a Question Not Found error if you deleted a question used in a rule. If you changed the visibility of the original question instead, scan the rules to find that question.
     
     
4. Edit the affected rule, then click OK.
   
   
5. After making any changes to your eligibility rules, it's best practice 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 addressing the 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 a rule group that needs adjusting. 
   • You'll see a Question Not Found error if you deleted a question used in a rule. If you changed the visibility and label of one of the questions instead, scan the rules to find that question.
     
     
4. Edit the affected rule, then click OK.
   
   
5. After making any changes to your eligibility rules, it's best practice 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 after you click Save Question.
3. After addressing the question edit, navigate to the Eligibility tab of your universe to check the eligibility rules and adjust as needed. 
4. Click the pencil icon next to a rule group that needs adjusting.
   • You'll 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 OK.
   
   
6. After making any changes to your eligibility rules, it's best practice 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, then click the pencil icon next to the rule group containing that rule.
   
   
2. Within the rule group pop-up, you can make several changes: 
   • Click the X icon to delete a rule.
     
     
   • Edit a rule by changing the selected question, comparator, or value.
     
     
   • Add a new rule or subgroup of rules.
     
     
3. Click OK when you're done making your changes.
   
   
4. After making any changes to your eligibility rules, it's best practice 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'll 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'll 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.