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Bin Flow w/ Forms

From Bin

To Bin

How

Form

Pending Review

Under Review

Manual (Query)

Under Review

Final Decision Review

Submit Form

Scholarship Review Form

Under Review

Assigned to Committee

Manual (Individual)

Assigned to Committee

Review Complete

Submit Form

Scholarship Review Form

Review Complete

Req Discuss

Rule

Review Complete

Final Review

Rule

Request Discuss

Final Revew

Submit Form

ZZZZ

Final Review

Scholarship Waitlist

Submit Form

YYYY

Final Review

Award Scholarship

Submit Form

YYYY

Final Review

No Award

Submit Form

YYYY

Scholarship Waitlist

Award Scholarship

Submit Form

ZZZZ

Scholarship Waitlist

No Award

Submit Form

ZZZZ

9/17 Questions for Katie-Ann

  1. Is the Siegel Fellowship specific to a program? MPH

  2. Will you need to decide on dollar or percent amounts in the final review, or will they be a set number for everyone?

** Make sure to test that MPH20% scholarship doesn’t show up in the letter

Changes made 9/20 after meeting on 9/19 with KAM and AB:

  • Split the original “review form” into two forms – there is now a Screening form and a Committee Review form.

  • Added a question to the Screening form about Review Path (Committee Review, Backup Review, Fast Track (Award), Fast Track (No Award)).

  • Attached the Screening form to the Under Review bin.

  • Removed “potential” as an option for the scholarship decision.

  • Changed the name of the waitlist bin to Backup.

  • Created a view that shows the recommended scholarship decision and the review path selected by the screener. Make that view default on most bins.