Application Priority Rules

Slate automatically ranks applications two ways:

  • Rank (Overall), which looks at priority (high, then normal, then low) and then submitted date (most recent to latest)
  • Rank Submitted, which looks at submitted date (most recent to latest)

There isn't a way to manually adjust an application's rank, but you can affect this rank using an application priority rule. A practical reason for altering an application's rank is to prioritize one application over another, such as joining from a person record to their rank 1 application or simply filtering on the rank 1 application. Common considerations for this type of rule are to rank:

  • Admissions applications over scholarship applications
  • Applications with a decision (or specific decision) over applications without a decision (or specific decision) in a concurrent period/recruiting cycle

  On the Tables

Slate stores the application priority on the [application] table in the [priority] column, [application].[priority]. That column takes on the following values:

  • -2, for inactive
  • -1, for low priority
  • 0, for normal priority
  • 1, for high priority

Important!

Slate does not order a person record's application tabs by the applications' ranks.

Step 1. Starting the Rule
  1. Navigate to the Rules tool inside of Database.
  2. Click "New Rule"
  3. Enter a "Name".
  4. Select "Configurable Joins - Application" for the Base setting.
  5. Select "Application Priority" for the Type setting.
  6. Specify a "Folder", if desired.
  7. Set a "Priority".
  8. Set "Status" to "Preview".
  9. Click "Save".
  10. Adjust the Action setting to "Replace Values from Formula".
mceclip0.png

Step 2. Configuring the Rule
Your next step is to filter on specific records that you want to assign a certain application priority. There are many different ways of prioritizing applications, and we've outlined two common configurations below. 

Setting High Priority for Applications in Active Periods with a Specific Decision

This approach is common for graduate schools where applicants typically have concurrent applications, but they want to prioritize ranking applications with a specific decision.

  1. Join from "Application" to "Lookup Round".
  2. Join from "Lookup Round" to "Lookup Period".
  3. Join from "Application" to "Decision by Rank Confirmed", and enter "1" for the Rank Confirmed setting. This will grab the most recently confirmed decision.
  4. Add the "Active Status" filter from the "Lookup Period" join and select "Active".
  5. Add the "Code" filter from the "Decision by Rank Confirmed" join and select the desired decisions.
  6. Select "High Priority" for the Application Priority setting.
  7. Save the rule.
mceclip1.png

Setting High Priority for Applications in Active Period and Admissions Application

This approach is common for schools that have separate applications for admissions and scholarships. In our example, we're assuming that these two applications will always have different round keys. 

  1. Join from "Application" to "Lookup Round".
  2. Join from "Lookup Round" to "Lookup Period".
  3. Add the "Active Status" filter from the "Lookup Period" join and select "Active".
  4. Add the "Key" filter from the "Lookup Round" join and select the desired round key.
  5. Select "High Priority" for the Application Priority setting.
  6. Save the rule.
mceclip2.png

Step 3. Creating the Default Rule
All application priority rules are automatically placed in the "Application Priority" exclusivity group. You will likely want to setup a default rule to set the application priority for any applications that don't meet the filter criteria for one of your other application priority rules.
  1. Create a new rule using the instructions in Step 1. Starting the Rule above. This time, you will want to set the "Priority" to a value above all of your other application priority rules, such as "999".
  2. Do not add any filters.
  3. Select "Normal Priority" for the Application Priority setting.
  4. Save the rule.
mceclip1.png

Step 4. Testing and Activating the Rule
  1. Navigate to the Rules tool inside of Database.
  2. Select "Preview Actions" on the right.
  3. Enter a test record your application priority rule(s) should affect.
  4. Evaluate the results. If the rules do not return what you're expecting, then you will need to revise them; otherwise, proceed to the next step.
  5. Navigate to the application priority rule(s).
  6. Activate the rule(s).
  7. Perform a Retroactive Refresh.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.