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Administrator Guide
Last Updated: 2023-09-08
Example: Create a Residency Questionnaire

Example: Create a Residency Questionnaire

This example illustrates how to create a residency questionnaire.
To evaluate students’ eligibility for discounted in-state tuition, Alma Mater University (AMU) requires applicants to answer questions about their citizenship status and state of residency. Workday distributes a residency questionnaire to all applicants to collect this information.
Security:
  • Set Up: Student Documents
     domain in the Student Core functional area.
  • Questionnaire Creation and Distribution
     domain in the System functional area.
  • Question Library
     domain in the System functional area.
  1. Access the
    Maintain Question Tags
     task.
    1. Add a row to the grid with a
      Tag Name
       of
      Student Residency
      .
    2. Click
      OK
       and
      Done
      .
  2. Access the
    Create Questionnaire Configuration Type (Workday Owned)
     task.
    1. Enter or select these values:
      Field
      Value
      Name
      Student Residency
      Allowed Question Types
      Multiple Choice - Multi Select
    2. Click
      OK
       and
      Done
      .
  3. Access the
    Configure Questionnaire
     task.
    1. Select
      Create New Questionnaire
      .
    2. Enter
      Student Residency Questionnaire
       in the
      New Questionnaire Name
       field.
    3. Click
      OK
      .
    4. Select
      Student Residency Questionnaire
       from the menu on the left and click
      Edit Questionnaire Details
      .
      Enter or select these values:
      Field
      Value
      Questionnaire Types
      Student Residency
      Allowed on Business Processes
      Student Residency Event
      Inactive
      Leave this check box blank.
      Questionnaire Instructions
      Answer these questions to help us determine your residency status. Providing information about your citizenship status and state of residence gives us the information that we need to calculate your tuition rate.
      Please direct any questions to the Office of Student Life.
    5. Click
      OK
       and
      Done
      .
    6. Select
      Maintain Questions
      .
      Create new questions for your questionnaire. Enter or select these values and click
      OK
       and
      Done
       for each:
      Question Name
      Question Type
      Question Body
      Possible Answers
      Score
      Question Tags
      Residency Status - US Citizen/Resident
      Multiple Choice - Single Select
      Are you a permanent citizen or legal resident of the United States?
      Yes
      No
      Yes: 1
      No: 6
      Student Residency
      Residency Status - In-State
      Multiple Choice - Single Select
      Was your high school in state?
      Yes
      No
      Yes: 1
      No: 6
      Student Residency
      Residency Status - ID
      Upload Attachments
      If applicable, upload a copy of your driver’s license or state identification card.
      Student Residency
      Residency Status - Supplementary Documentation
      Upload Attachments
      If applicable, upload a copy of at least one other residency document from the list below:
      • Affidavit from Registrar of Voters/voter registration card
      • Most recent tax returns
      • Vehicle registration information
      Student Residency
    7. Select the
      Required
       check box next to Residency Status - US Citizen/Resident.
    8. Select the
      Required
       check box next to Residency Status - In-State.
    9. Click
      OK
      .
  4. Access the
    Maintain Student Document Types
     task.
    1. Enter or select these values:
      Field
      Value
      Academic Unit
      Alma Mater University
      Academic Level
      Undergraduate
    2. Click
      OK
      .
    3. Enter or select these values:
      Type
      Category
      Driver’s License
      Residency Determination
      State Identification Card
      Residency Determination
      Tax Returns
      Residency Determination
      Vehicle Registration
      Residency Determination
      Voter Registration Card
      Residency Determination
    4. Click
      OK
      .
  5. Access the
    Maintain Student Document Types for Questionnaire
     task.
    1. Enter or select these values:
      Student Document Type
      Questions
      Driver’s License
      Residency Status - ID
      State Identification Card
      Residency Status - ID
      Tax Returns
      Residency Status - Supplementary Documentation
      Vehicle Registration
      Residency Status - Supplementary Documentation
      Voter Registration Card
      Residency Status - Supplementary Documentation
    2. Click
      OK
       and
      Done
      .
Use this residency questionnaire on the
Configure Questionnaire
 step on the
Student Residency Event
 business process to evaluate student residency. See Example: Configure Business Processes to Evaluate Student Residency.