TUP Scholarship Workflow

Detailed description of desired deliverable:

TUSMGP has re-established a scholarship committee that will need to review applications across all programs for scholarship awards. They will have a small committee that will need to review specific information about the candidate, submit a review form, and then make a final decision about the awarding process.

Research:

Outcome:

• Created new Scholarship Review Workflow

  • Bin movement rules that pull eligible files into the review workflow

  • Tabs: Dashboard with relevant information to committee

  • Tabs: All application materials

  • Tabs: Submitted review forms

  • Permissions: unique and only accessible to members of the scholarship committee

  • Form: review form to calculate total

• Reports/Queries

Testing Plan:

Refreshed test environment 9/3.

Bin Automation/Rules

• Ensure rules work to identify application records from 5 programs (BOS, PHX, SEA, MBS, O-MPH, MPH) and move to bin structure when they are in admit bins in applicaiton review workflow or the most recent confirmed decision on the application is Admit or IE.
• Created 8 test records in Test across programs and either awaiting decision (for bins) or decided (for decision rules)
• Ensure rules work to move PA applications that are IE into workflow for review.
• Ensure the rule to add committee reviewers works
• Only adding one reviewer per file, check bin settins?
• Ensure that future movement/decisions don’t remove the files from bins?
• Ensure that “in queue” ignore rule works properly

Dashboard

• Ensure all merge fields are pulling correct information
• Fix format/modality (use Modality, have show for all programs not just MPH)
• Study Rate (accelerated, full-time default for non-MPH programs)
• Visa Status = type of visa they have or are seeking
• MOU school
• First Generation (need to review all existing applications)
• Undergraduate and graduate GPA from CAS not showing up
• Ensure formatting/CSS is working properly
• Add in the final review scholarship comments to the Dashboard

Review Form

• Ensure merged information is populating correctly for automatic scoring
• Ensure the form is calculating total score properly

Workflow

• Update bin views (no default set)
• Update the filters on the tabs (materials that are auto generated are showing for CAS apps, etc.)

Questions for Katie-Ann:

• Do you want a queue notification email for Scholarship committee members? YES

• Which HRSA factors should be used to “count” in the review rubric PENDING

• Should dual degree programs be excluded from the bin movement rules (i.e., are you assessing dual degree students for scholarships?) YES

• Do you also want MRCD = IE to be moved to scholarship review process? (i.e., if they accept the offer, do you want them to remain in the workflow for consideration?) YES (for now)