Update Universe makes bulk changes across the opportunities in a universe in Scholarship Lifecycle Manager (SLM) without opening each opportunity. It includes two sections: Opportunity Text, which finds and replaces text, and Follow Up Due Dates, which changes the due date on several follow ups at once.
User Role: Administrator
When to Use Update Universe
Use Update Universe to:
- Change a year, organization name, or program title everywhere it appears in opportunity names and descriptions when preparing a universe for a new cycle.
- Move the due date for a follow up, such as a Thank You Letter, for every scholarship in a universe in one step.
- Correct wording in the applicant description or evaluator description across all opportunities at the same time.
Replace Opportunity Text in a Universe
The Opportunity Text section finds text in a universe and replaces it with new text. To replace opportunity text in a universe in SLM, enter the existing and replacement text, choose where the replacement happens, and update.
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click the name of the universe.
- Click Update Universe in the left-side menu.
- Enter the existing text in the Replace field.
- Enter the new text in the with field.
- Check the box for each field in the In these fields section where the text should be replaced.
- Click Update.
A confirmation or error message appears on the page after the update runs.
The In these fields section includes the following options. Select one or more:
Opportunity Name - The title of the opportunity. This box is checked by default.
Applicant Description - The description that applicants see.
Evaluator Description - The description that evaluators see.
Fill in both text boxes and check at least one field before clicking Update. After the update runs, click Change Log in the left-side menu to confirm what changed.
Update Follow Up Due Dates in a Universe
The Follow Up Due Dates section changes the due date on several follow ups at once. To update follow up due dates in a universe in SLM, select the follow ups, enter a new due date, and update.
The grid lists only follow ups that use a specific date as the due date. Follow ups with relative dates, such as a number of days after the award, do not appear. If no follow ups use a specific date, the grid is empty.
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click the name of the universe.
- Click Update Universe in the left-side menu.
- Check the box next to each follow up to update.
- Enter the new date in the New Due Date field.
- Click Update.
To select every follow up in the grid, check the box in the header row. The Update button is unavailable until at least one follow up is selected and a date is entered.
The grid includes the following columns:
Follow Up - The name of the follow up.
Opportunities - The opportunities that use the follow up.
Due Date - The date currently set.
Hard Deadline - Shows whether the follow up has a hard deadline.
The Page Size drop-down menu above the grid defaults to 100 rows. Use the page navigation buttons to move between pages. The counter shows how many follow ups are selected.
Limit Updates to One Opportunity in a Universe
By default, Update Universe applies changes to all opportunities in the universe. To limit text replacements or due date changes to one opportunity in SLM, filter the Update Universe page by opportunity before making the update.
- Click Tools on the upper navigation bar, and then click Process Manager.
- Click the name of the universe.
- Click Update Universe in the left-side menu.
- Select the opportunity from the Filter by Opportunity drop-down menu.
The page now shows only the selected opportunity. Select All Opportunities in the drop-down menu to return to the full list.
The Available toggle in the upper-right area of the page controls whether the universe is available to applicants and is not specific to Update Universe. Toggling it affects the entire universe.