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Last Updated: 2024-03-08
Example: Configure the Admissions Evaluation Event Business Process

Example: Configure the Admissions Evaluation Event Business Process

This example illustrates how to configure the
Admissions Evaluation Event
 business process to evaluate student applications for a specific academic unit, level, and period.
You want to configure the
Admissions Evaluation Event
 business process to evaluate undergraduate student applications to the fall 2022 semester at the College of Arts & Sciences.
You also need to add step conditions to the business process to route student applications to the appropriate admissions evaluators.
  • Identify the admissions evaluators.
  • Grant admissions evaluators access to student applications.
  • Security:
    Security Configuration
     domain in the System functional area.
  1. From the related actions menu of the
    Admissions Evaluation Event
     business process, select
    Business Process
    Copy or Link Business Process Definition
    .
    1. Enter these values:
      Prompt
      Value
      Effective Date
      08/31/2021
      Copy Workflow Definition to Business Object
      College of Arts & Sciences
    2. Click
      OK
       and
      OK
      .
  2. From the related actions menu of the
    Admissions Evaluation Event for College of Arts & Sciences
     business process, select
    Business Process Policy
    Edit
    .
    1. Add these security groups to these action steps:
      Action Step
      Security Group
      Admissions Evaluation
      • Student Admissions Committee Evaluator (Unconstrained)
      • Student Admissions Reviewer
      • Student Application Pool Partner (Unconstrained)
      Add Initial Internal Decision
      Student Admissions Manager
      Manage Admissions Committee Evaluation
      • Student Administrator
      • Student Admissions Manager
    2. Click
      OK
       and
      Done
      .
  3. Access the
    Activate Pending Security Policy Changes
    task.
    1. In the
      Comment
       field, enter
      Enable admissions review to the College of Arts & Sciences
      .
    2. Click
      OK
      .
    3. Select the
      Confirm
       check box.
    4. Click
      OK
      .
  4. From the related actions menu of the
    Admissions Evaluation Event for College of Arts & Sciences
     business process, select
    Business Process
    Edit Definition
    .
    1. Enter
      08/31/2021
       as the
      Effective Date
      .
    2. Click
      OK
      .
    3. Add rows with these values to the
      Business Process Steps
       grid:
      Order
      Type
      Specify
      Group
      b
      Shared Participation
      Manage Admissions Committee Evaluation
      • Student Administrator
      • Student Admissions Manager
      c
      Action
      Admissions Evaluation
      • Student Admissions Reviewer
      • Student Application Pool Partner (Unconstrained)
      d
      Action
      Admissions Evaluation
      Student Admissions Manager
      e
      Action
      Add Initial Internal Decision
      Student Admissions Manager
    4. Click
      OK
      .
    5. Click the
      Configure Participation
       button on the
      Business Process Steps
       grid.
    6. Enter an
      Effective Date
       of
      08/31/2021
       .
    7. Click
      OK
      ,
      OK
      , and
      Done
      .
  5. From the related actions menu of step
    c
    , select
    Business Process
    Maintain Step Conditions
    .
    1. Enter an
      Effective Date
       of
      08/31/2021
       .
    2. Click
      OK
      .
    3. On the
      Entry Conditions
       tab, add a row to the
      Entry Conditions
       grid.
    4. In the
      Rule
       column, select
      Create Condition Rule
      .
    5. Click
      OK
      .
    6. In the
      Description
       field, enter
      Applicant is a Transfer Student
      .
    7. Enter these values in the
      Rule Conditions
       grid:
      Field
      Value
      Source External Field or Condition Rule
      Applicant Type Category
      Relational Operator
      In the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      Transfer
    8. Click
      OK
       and
      OK
      .
  6. From the related actions menu of step
    d
    , click
    Business Process
    Maintain Step Conditions
    .
    1. Enter
      08/31/2021
       as the
      Effective Date
      .
    2. Click
      OK
      .
    3. On the
      Entry Conditions
       tab, add a row to the
      Entry Conditions
       grid.
    4. In the
      Rule
       column, select
      Create Condition Rule
      .
    5. Click
      OK
      .
    6. In the
      Description
       field, enter
      Applicant is NOT a Transfer Student
      .
    7. Enter these values in the
      Rule Conditions
       grid:
      Field
      Value
      Source External Field or Condition Rule
      Applicant Type Category
      Relational Operator
      Not in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      Transfer
    8. Click
      OK
      .
    9. On the
      Entry Conditions
       tab, add a row to the
      Entry Conditions
       grid.
    10. In the
      Rule
       column, select
      Create Condition Rule
      .
    11. Click
      OK
      .
    12. In the
      Description
       field, enter
      Application pool cannot be reviewed by admissions committee
      .
    13. Enter these values in the
      Rule Conditions
       grid:
      Field
      Value
      Source External Field or Condition Rule
      Application Pool
      Relational Operator
      Not in the selection list
      Comparison Type
      Value specified in this filter
      Comparison Value
      CAS Fall 2022 Undergraduate Grouping
    14. Click
      OK
       and
      OK
      .
  7. From the related actions menu of step
    e
    , click
    Business Process
    Set as Completion
    .
    1. Enter
      08/31/2021
       as the
      Effective Date
      .
    2. Click
      OK
       and
      Done
      .
Workday routes the student applications to these admissions evaluators as tasks in
My Tasks
:
Student Application
Admissions Evaluator
  • In the CAS Fall 2022 Undergraduate Grouping.
  • Applicant isn't a transfer student.
2 different Student admissions committee evaluators.
Applicant is a transfer student.
  • Student admissions reviewer.
  • Student application pool partner.
  • Not in CAS Fall 2022 Undergraduate Grouping.
  • Applicant isn't a transfer student.
Student admissions manager.
As the last step of the
Admissions Evaluation Event
 business process, Workday routes all evaluations to the student admissions manager to complete the initial internal decision.