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Administrator Guide
Last Updated: 2024-03-08
Example: Creating Requirements for Transcripts

Example: Creating Requirements for Transcripts

This example illustrates how to:
  • Create a transcript requirement for every secondary and postsecondary school applicants have attended.
  • Have Workday complete each requirement as you record the receipt of each transcript.
Alma Mater University (AMU) requires that undergraduate-level applicants submit an official transcript from each secondary and postsecondary school. They must submit transcripts before you can make an admissions decision.
  • Configure the
    Application Action Item Event
     business process in the Academic Foundation functional area.
  • Security:
    Manage: Student Application Requirements
     domain in the Admissions Functional area.
  1. Create a student document type called
    Transcript
    .
    1. Access the
      Maintain Student Document Types
       task.
    2. Enter these values:
      Field
      Value
      Academic Unit
      Alma Mater University
      Academic Level
      Undergraduate
    3. Click
      OK
      .
    4. Add a row to the grid with these values:
      Field
      Value
      Type
      Transcript
      Category
      Action Item (Student)
    5. Click
      OK
       and
      Done
      .
  2. Create a student eligibility rule called
    Official Transcript Received
    .
    1. Access the
      Create Student Eligibility Rule
       task.
    2. In the
      Eligibility Rule Type
       field, select
      Transcript
      .
    3. Click
      OK
      .
    4. Enter or select these values:
      Field
      Value
      Rule Name
      Official Transcript Received
      Academic Unit
      Alma Mater University
      Academic Level
      Undergraduate
      Operator
      has received
      Level
      Postsecondary
      Secondary
      Official
      Select this check box.
      Type
      Final
      In Progress
      Mid-Year
    5. Click
      OK
       and
      Done
      .
  3. Create a transcript requirement that Workday automatically completes when you receive an official transcript.
    1. Access the
      Create Application Action Item
       task.
    2. Enter this information:
      Field
      Value
      Name
      Submit Official Transcript
      Academic Unit
      Alma Mater University
      Public Action Type
      Document Upload and/or URL
      Classification
      Transcript
      Document Type
      Transcript
      Configurable Autocomplete Criteria
      Official Transcript Received
    3. Click
      Submit
      .
  4. Have Workday generate the requirement for each of an applicant's secondary and postsecondary schools:
    1. Access the
      Maintain Student Application Requirements
       task.
    2. Enter or select these values:
      Field
      Value
      Student Selection Criteria
      Academic Unit/Academic Level
      Academic Unit
      Alma Mater University
      Academic Level
      Undergraduate
      Choose a Definition
      Select
      As of Effective Date
       and enter today's date.
    3. Click
      OK
      .
    4. Add a row to the table and enter or select these values:
      Field
      Value
      Application Action Item
      Submit Official Transcript
      Associations
      Educational Institution
      Process Delay
      Decision
    5. Click
      OK
       and
      Done
      .
When you create an application to the undergraduate level of AMU, Workday creates a requirement for each school listed on the
External Records
 report on the Education profile group of the applicant profile. The
Action Items
 report on the Action Items and Holds profile group of the applicant profile lists a separate requirement for each school. When you record the receipt of a transcript, Workday automatically completes the corresponding requirement.