Person Status rules set the status for a record as Prospect, Inquiry, or Applicant. These rules can be added from the Slate Template Library. Initial Person Status Rules include the following, but can be customized:
- Rule 1 - Keep Applicant
- Rule 2 - Set Applicant
- Rule 3 - Keep Inquiry
- Rule 4a - Set Inquiry (Form Response)
- Rule 4b - Set Inquiry (Test Score)
- Rule 5 - Set Prospect
Rule 1 - Keep Applicant
If a record currently has the status of Applicant, do nothing to that record and skip all remaining rules in the person status exclusivity group.
- Click Database in the top navigation bar and select Rules Editor.
- Click New Rule.
- Enter the following configurations in the popup window:
- Name - Person Status - Keep Applicant
- Base - Prospects
- Type - Person Status
- Folder - Person Status
- Exclusivity Group - Person Status
- Non-deterministic - Rule is deterministic and has an exclusive priority.
- Priority - 5
- Status - Active
- Click Save.
Configure the appropriate filters:
- Prospect Status - Returns prospect records with the student/person status IN/NOT in the status selected.
Prospect Status IN ApplicantConfigure the appropriate action:
- No Action Rule - Select the 'do nothing' check box as your action. This will ensure that records that have a status of applicant will not change from that status.
Rule 2 - Set Applicant
If a record has an application (either submitted or unsubmitted) then set the Person Status to Applicant; then stop evaluating the remaining person status rules.
- Click Database in the top navigation bar and select Rules Editor.
- Click New Rule.
- Enter the following configurations in the popup window:
- Name - Person Status - Set Applicant
- Base - Prospects
- Type - Person Status
- Folder - Person Status
- Exclusivity Group - Person Status
- Non-deterministic - Rule is deterministic and has an exclusive priority.
- Priority - 5
- Status - Active
- Click Save.
Configure the appropriate filters:
Application Exists - Returns prospects who have submitted/not submitted an application
(
Application Exists = EXISTS Not Submitted
OR
Application Exists = EXISTS Submitted
)Configure the appropriate action:
- Status - Set the status to Applicant.
Rule 3 - Keep Inquiry
If a record currently has the status of Inquiry, do nothing to that record and skip all remaining rules in the person status exclusivity group.
- Click Database in the top navigation bar and select Rules Editor.
- Click New Rule.
- Enter the following configurations in the popup window:
- Name - Person Status - Set Inquiry
- Base - Prospects
- Type - Person Status
- Folder - Person Status
- Exclusivity Group - Person Status
- Non-deterministic - Rule is deterministic and has an exclusive priority.
- Priority - 10
- Status - Active
- Click Save.
Configure the appropriate filters:
- Prospect Status - Returns prospect records with the student status IN/NOT in the status selected.
Prospect Status IN InquiryConfigure the appropriate action:
- No Action Rule - Select the 'do nothing' check box as your action. This will ensure that records that have a status of applicant will not change from that status.
Rule 4a - Set Inquiry (Form Response)
If a record has a form/event registration, then set the person status to Inquiry.
- Click Database in the top navigation bar and select Rules Editor.
- Click New Rule.
- Enter the following configurations in the popup window:
- Name - Person Status - Set Inquiry (Form Response)
- Base - Prospects
- Type - Person Status
- Folder - Person Status
- Exclusivity Group - Person Status
- Non-deterministic - Rule is deterministic and has an exclusive priority.
- Priority - 15
- Status - Active
- Click Save.
Configure the appropriate filters:
- Has Form/Event Registration - Returns prospects that have or do not have a form/event registration that is not canceled.
Has Form/Event Registration = YesConfigure the appropriate action:
- Status - Select the status of Inquiry.
Rule 4b - Set Inquiry (Test Score)
If a record has a verified test score, then set the person status to Inquiry.
- Click Database in the top navigation bar and select Rules Editor.
- Click New Rule.
- Enter the following configurations in the popup window:
- Name - Person Status - Set Inquiry (Test Score)
- Base - Prospects
- Type - Person Status
- Folder - Person Status
- Exclusivity Group - Person Status
- Non-deterministic - Rule is deterministic and has an exclusive priority.
- Priority - 20
- Status - Active
- Click Save.
Configure the appropriate filters:
- Has Verified Test Score - Returns prospect records with a verified test score.
Has Verified Test Score = YesConfigure the appropriate action:
- Status - Select the status of Inquiry.
Rule 5 - Set Prospect
Set the person status to Prospect for all records that failed to match the filter criteria for any other person status rules.
- Click Database in the top navigation bar and select Rules Editor.
- Click New Rule.
- Enter the following configurations in the popup window:
- Name - Person Status - Set Prospect
- Base - Prospects
- Type - Person Status
- Folder - Person Status
- Exclusivity Group - Person Status
- Non-deterministic - Rule is deterministic and has an exclusive priority.
- Priority - 999
- Status - Active
- Click Save.
Configure the appropriate filters:
- N/A - A rule with no filters in an exclusivity group allows you to set a default assignment. Since all records that are not applicant or inquiry records should have the prospect status, do not include filters for this rule.
Configure the appropriate action:
- Status - Select the status of Prospect.
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