Application status rules set the status for an application.

This article walks through a sample set of Application Status rules. They will need to be customized to support your institution’s individual process.

Application status will be used to drive automated bin movement during the review process. The Application Status filter can also be used in application-related communications to help applicants complete the application in a timely manner.

Initial Application Status Rules include the following:

1. Skip Inactive Period - Do Nothing

2. Decided - Released Decision

3. Decided - Confirmed Decision

4. Awaiting Submission

5. Awaiting Payment

6. Awaiting Materials - Custom Checklist Items

7. Awaiting Materials - Recommendations

8. Awaiting Confirmation

9. Awaiting Decision

Skip Inactive Period

To avoid running older applications through this collection of rules, it is best practice to include a rule that skips over all inactive applications.

Decided - Released Decision

If a record has a released decision, then set the application status to Decided.

Decided - Confirmed Decision

If a record has a confirmed but not released decision, then set the application status to Decided.

Awaiting Submission

If an application exists but is not submitted, then set the application status to Awaiting Submission.

Awaiting Payment

If an application payment is not submitted, then set the application status to Awaiting Payment.

Awaiting Materials - Custom Checklist Items

If all of the checklist items required for reading are incomplete, set the status to Awaiting Materials.

Awaiting Materials - Recommendations

If a specified number of recommendations have not been received for an application, set the status to Awaiting Materials.

Awaiting Confirmation

This rule checks for the existence of a provisional (unconfirmed) decision and updates the status to Awaiting Confirmation.

Awaiting Decision

If an application does not match on any of the previous application status rules, then set the status to Awaiting Decision.

Remember that applications that match the filter criteria for rules 1-5 will not be eligible for this last rule. This means that the only records that will have this rule evaluated are applications that are complete but do not yet have a decision.