The administrative view of the application lets you create a series of customized questions that applicants complete to qualify for and apply for scholarship opportunities.
You can customize your application under the Application tab.
There are 3 components to this screen, numbered in the screenshot below with the Essay section selected:
Sections- used to provide structure and organization
Questions - the questions themselves, organized by section
Create Question - allows you to add new questions to the application
Once you select a section of your application, you will see questions that belong to that section.
NOW clients: By default, the application includes a few general sections and common questions (for example: Date of Birth, Phone Number, and Address). These default questions are meant to give you a jump start. If you prefer not to ask any of these questions, you can simply deactivate them by expanding the question and selecting Deactivate. The question will no longer show on your Application, but will appear under the Inactive Questions section. This is where you'll find any questions that you decided to remove from your application.
Configuring Application Sections and Questions
To update the name of a section, simply click that section. You'll see the section name text box appear on the right side. Once you click into the box, you can edit the section title right away. When you're done, click outside the box. This will automatically save your changes.
To update question text, first find the question by clicking the section name to which it belongs, then click the question itself to expand its details. Edit the text in the Question Text box. When you're done, click outside the text box to save your changes automatically.
Conditional Questions
What is a Conditional Question? A conditional question appears only to students who answer a preceding question in a certain way. It helps streamline the application so students don't answer questions that don't apply to them.
Example: In a student's view of the application, a conditional question, "Upload community service documentation that includes organization details, dates of service, hours volunteered, and activities performed," appears only if the student answers "Yes" to this question: "Have you regularly participated in community service activities?"
Configure a Conditional Question on Your Application
Let's walk through the setup. Click the Application tab to access your general application. Then find the question you wish to make the parent question. The parent question is the one you're using to determine whether or not to display the conditional question (i.e., the "child" question): Click the question text to expand its details, and then click the Manage Conditional Logic button:
Next, select the answer option you'd like to attach a question to. Each option has its own Add question or section link (shown here for the Citizenship Status question):
Next, choose a question you'd like to display after and click the Save button:
Note: The conditional question must already exist on your application in order to make it conditional. If you haven't created the question you want to ask yet, add it to your application first.
Upon hitting the Save button, the window will update, and you'll now see the questions with a special design element to indicate the conditional relationship you've created. The child question is nested under the answer that triggers it (shown here for the First-Generation College Student question):
To continue adding conditional questions, simply click the parent question that the "child" question should be nested under, and you will see the option to Manage Conditional Logic again.
If you wish to undo the conditional logic, you can do so by making the conditional question "top-level." In other words, the child question returns to a state where it's no longer nested beneath a parent question, and it is placed back on the "top-level" of the application.
Click the question text of the conditional question to expand its details, and click the button Make Top Level Question:
A warning message will appear. Confirm your action, and the question will now appear alongside the others in the application.
Additional important notes:
Only Multiple Select questions support conditional questions; in other words, those where applicants choose an option from a list. Questions like file uploads, instructional text, or open-ended questions cannot have conditional questions.
A parent question can have multiple "child" questions, meaning answering "Yes" to the "Have you regularly participated in community service activities?" question could trigger several conditional follow-up questions.
Once a question is made conditional, it is removed from its previous location on the application and moved under the parent question in a conditional tree.
Once a question has been made conditional, it cannot be made conditional elsewhere on the application as part of a different conditional logic tree. It will no longer appear in the drop-down box after it has been used once.
Drag and Drop to Reorder Sections and Questions
Along the left edge of sections and questions is an icon that looks like a pattern of dots (drag handle). Place your cursor over the drag handle, then click and hold to start "dragging" the question or section. This allows you to quickly and easily move things around:
By grabbing, dragging, and dropping, you can update the order of the questions in every section, move questions to other sections, and move the order of the sections that make up your application.
Deactivating and Reactivating Questions and Deleting Sections
To deactivate a question: expand the question and then select the Deactivate button. If students have already answered the question, a confirmation message appears: removing the question also deletes those answers in the current award cycle only. Select Yes, remove to confirm.
Note: Questions that are used as qualifications for scholarships should not be deactivated from the application in the middle of an award cycle. You should only deactivate qualification questions or qualifying options after the current cycle has closed, after the next cycle has opened, and before the next cycle application opens. If you deactivate a question that is associated with scholarship qualifications in any future cycle(s) then all the impacted scholarships will have a qualification conflict error you need to address in scholarship qualification tab.
Once you deactivate a question, it will move to the Inactive Questions section on your Application.
If you ever need to reactivate a question, simply select the Inactive Questions section, then locate and expand the question. Next, click the Reactivate Question button and choose a section you'd like to place the question in.
To remove an unwanted section from the application, you must first remove all questions from it (either by dragging them to a different section or by deactivating them).
Once the section is empty, the Delete button will be enabled. Click the button to delete the section.
Make Questions Optional
Most questions on the application are required by default, meaning applicants must answer them to submit their application. To make a question optional, expand it and uncheck the Required? checkbox.
Inactive Questions section
This section lists all deactivated questions from your application (including the Budget Calculator). The Inactive Questions section is visible only to admin users.
As mentioned above, you can reactivate any questions from this section if needed. Unlike other sections, it cannot be deleted and is there by default.
