Creating a Decision Record

Decisions can be created manually or automatically. This topic describes both methods.

Users can create a decision record for an application using the Create Decision button that's displayed when one or more application records are selected in the Applications grid.

The Create Decision button can be used in a scenario where Decision records with the same Decision Status must be created for multiple Applications associated with the same Application Definition Version.

To Create a Decision Record for Applications

  1. In the Applications page, select one or more Application records that have the same Application Definition Version.

    Tip: The Application Definition Version for an application can be identified from the Application Registration column. The format of the Application Registration record is < Application Definition Version> - <Contact name>.

  2. Click the Create Decision button.

  3. In the Bulk Decision Creation window, select appropriate values and then click Save.
    Decision records are created and are displayed in the Decisions tab of the corresponding Application record. They are also displayed in the Decisions grid.

    Note: If a Decision record already exists for an Application, a new Decision record is created if the following conditions are satisfied:

    • The Decision status of the existing Decision record is different.
    • The Decision Publish Status is Not Published.

    The older Decision record becomes inactive and can be viewed from the Inactive Decisions view in the Decisions grid.

You can also create a Decision record by clicking the New button in the Decisions grid. However, you'll need to manually associate an Application instance in the displayed Decision form.

Notes:

  • When you create a decision record, values available for selection in the Decision Status field are based on values that are set in Decision Definition Detail records that are associated with the set Application.

    Example

    The following Decision Definition Detail records have the indicated Decision Status values:

    • Decdefinition-Admit: Admit
    • Decdefinition-Deferred: Deferred
    • Decdefinition-Rejected: Rejected

    The values will be displayed in the Decision Status field.

  • When the Enrollment Status is changed to Submitted, date and time details are automatically updated in the Enrollment Submitted Date/Time field.
    If the Enrollment Status is changed after the date in the Enrollment Cutoff Date field In the associated Decision Definition record, the error message defined in the Enrollment Cutoff Message field will be displayed when you save the Decision record.

In this framework, decisions will be automatically created when criteria defined in decision definition detail records are fulfilled.

  1. In the decision definition detail record, select a value in the Create Decision Automatically field. If you select Yes, create or select a query that you want to apply to the Decision Definition Detail. Only queries created for the application entity will be listed.
  2. Queries defined in decision definition details will be triggered if the value of the field Application Status in associated applications is identical to the value in the field Application Status on Completion in the applications' parent application definition record.
    Logic will be evaluated in associated decision definition detail records beginning with the most recently created record if the value Yes is set in the field Create Decision Automatically.
    Additional decision definition detail records will not be evaluated if query conditions in the currently evaluated record are fulfilled.
    Additionally:
    • In the decision definition detail record, the value of the field Decision Status will determine the associated template that will be displayed to an applicant on the portal.
    • When an associated decision record is automatically created, the field Review Status in application records will be updated with the value Decision Made.
Note: For information about creating a query, see Creating a Query.