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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Student Application Action Items

Steps: Set Up Student Application Action Items

You can create action items for applicants to complete as part of their application. You can then assign the action items to applicants as application requirements, as part of a business process, or as ad hoc action items.
  2. You can use eligibility rules to define when application requirements apply.
  4. Edit Business Processes.
    To assign action items as applicants matriculate or onboard, add the
    Complete Action Item
     action step to these business processes:
    • Student Application Pre-Matriculation Event
    • Student Onboarding
    If you configure a step delay that uses a calculated date that is based on a static initial date, remember to update the initial date regularly when necessary.
    Example: You want to assign an action item on July 1 of every year. This year, configure the step delay with a calculated date that is based on an initial date of 2024-07-01. Next year, update the initial date to 2025-07-01.
Workday assigns action items to new and newly updated applications and displays them on the
Requirements
 report of the Applications profile group in prospect profiles.