---
title: "Adding Provisional Decisions"
slug: "adding-provisional-decisions"
updated: 2026-02-20T23:22:07Z
published: 2026-02-20T23:22:07Z
canonical: "knowledge.technolutions.net/adding-provisional-decisions"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Adding Provisional Decisions

The first step in releasing decisions is to add a provisional decision to a record. A provisional decision is a decision that is not yet final and may still need to receive further approval (that is, a decision that needs approval from a dean or a committee).

There are two methods for adding a provisional decision to a record:

- Manually on a person record
- In batch, using the decision management export option in the query builder

## Manually adding a provisional decision

1. Go to **Records.**
2. Select a record.
3. Select the **application tab** that needs a provisional decision.
4. Scroll to the decisions table and select **New Decision**.
5. Manually add provisional decision information to the decision dialog box:
  - **Code**: Select the decision code that needs to be added as a provisional decision.
  - **Reason**: If using decision reasons, add that information for the provisional decision.
6. Select **Save**. The decision is added to the decisions table on the person record.

Each decision row has a decision bar icon. Each new decision stage receives different colored bars.

| Decision Stages |
| --- |
| Not yet confirmed (provisional): | ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Uncolored Bars.png) |
| Confirmed: | ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/Orange Bars.png) |
| Released: | ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/2 Green Bars.png) |
| Received: | ![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/3 Green Bars.png) |

> [!NOTE]
> 💡 Tip
> 
> Use [queries](/v1/docs/queries-overview) to isolate records. Then, using decision batch management to assign a provisional decision to many records at one time.

## Batch Adding a Provisional Decision

1. Go to **Queries / Reports**.
2. Select **Quick Query** and set the following configurations:
  - **Type**: Configurable Joins
  - **Category:** Records
  - **Base:** Application
3. Select **Build Query.**
4. Add any relevant **Exports** and use **Filters** to isolate the records that need a provisional decision added.
5. Select **Run Query.**
6. From the Output list, under Batch Management, select **Decision.**
7. Select **Export**. The Decision Management dialog box appears. This screen shows decision assignment options as well as records included in the query results:
  - **Code**: Select the decision code to be provisionally added to these records.
  - **Reason**: If using decision reasons, add that information.
  - **Letter**: Do not assign a letter at this time.
  - **Status**: Leave this option unselected at this time.
  - **Update** **Selected / Update All**: Choose to update selected records or all records. After making selections, use these buttons to make updates.
  - Select the check box to the left of the **Decision Management: Applicant** column to select every record row displayed. Alternatively, select and clear individual records by selecting the box next to the record name.
8. Select **Update**. This adds the provisional decision to all records selected. The decision management screen updates accordingly.

> [!TIP]
> ⭐ Best practice
> 
> While users can select and deselect records in the decision management view, using a query to filter for the precise population is easier and reduces the potential for error.