Concept: Application Action Items

You can assign application action items:

Automatically through application requirements for academic units and levels, and programs of study. When you create an application, Workday assigns the requirements for the relevant program of study, including any action items inherited from superior academic units.
Eligibility rules can further refine which action items apply to an application. Example: Alma Mater University requires undergraduate applicants to pay a fee if their primary home address is out of state.
Before assigning requirements, determine which apply to all applications for an academic unit and level and which apply only to subordinate units or their programs of study.
Automatically as a step on the
Student Application Pre-Matriculation Event
or
Student Onboarding
business process.
Manually to a specific application using the
Assign Application Action Item
task.

When you update an application that has a decision status of

No Decision Rendered

, Workday automatically waives any incomplete action items that no longer apply and assigns any action items that now apply. Completed action items stay assigned to the application.

You can return unsatisfactory action items to students. Example: The student uploaded a resume instead of a personal statement. This sets the business process to

In Progress

and sends the action item back to the applicant to complete. You can return action items from the related action menu of any action item when:

The Requirement Status is
Incomplete
.
Process delays are post-decision (even if Requirement Status is
Incomplete
).
The requirement is currently either
Completed
or
Waived
.
The requirement can't be auto-completed.

Workday provides autocomplete criteria, such as

Official Transcript Received

. If you map your action items to autocomplete criteria, Workday automatically detects when an action item is fulfilled and set its status to

Complete

.

Workday enables you to complete and waive requirements by:

Automatically updating requirements to
Complete
status when they meet mapped autocomplete criteria.
Automatically waiving incomplete action items that no longer apply after you edit an application.
Manually completing or waiving action items from the
Requirements
report on the Application profile group on a student prospect profile.
Mass completing or waiving action items from the
Find Student Applicants
report. You can also mass waive action items from the
Find Student Prospects
report.

Applicants can also complete action items by uploading documents or providing links on the external student site.