Application Processing

UAS staff use the UAS app and the Applications object to admit students to majors and minors within the Eccles School.

Business Process:

• • Students apply via Qualtrics forms that feed into Salesforce:

    • Upper Division = https://eccles.qualtrics.com/jfe/form/SV_6DzvHkJ9hiHWiLH

    • Upper Division - Business Scholars = https://eccles.qualtrics.com/jfe/form/SV_56LboNr4Ito3NVH

    • Major = https://eccles.qualtrics.com/jfe/form/SV_0HwqFF2rNEXzzQF

    • Minor = https://eccles.qualtrics.com/jfe/form/SV_9Mofdi4BgREEvoV

  • An after-save record triggered flow (Application__c - Assign Owner and Send Pending Email) performs the following tasks:

• • 1. Searches for contact based on uNID + Last Name match. If no contact is found, one is created.

    2. Associates the new Application with the Contact from step 1.

    3. Assigns Application record ownership based on the rules below.

    4. Sends a pending email to the Contact's primary email.

• • Record Ownership Logic
    NOTE: If the Salesforce User set to be assigned the record ownership using the logic below is inactive, the record will be assigned to the Application Unassigned Advisor Queue.

  • Upper Division

    • • Upper Division = [ADVISOR ASSIGNED]

      • Upper Division - Business Scholar = [ADVISOR ASSIGNED]

  • Majors

    • • Accounting = Chelsey Weinmann

      • Entrepreneurship =

      • Finance = Maddie Rossman

      • Information Systems = Dan Paul

      • Management = Anna Piprek

      • Marketing = Tyler Key

      • Operations & Supply Chain = Ali Johnson

      • QAMO = Ken Aoki

  • Minors

    • • Advanced Financial Analysis Minor = Maddie Rossman

      • Business Minor = [ADVISOR ASSIGNED]

      • Entrepreneurship Minor = [ADVISOR ASSIGNED]

      • IS Minor = [ADVISOR ASSIGNED]

      • Management Minor = [ADVISOR ASSIGNED]

      • Sales Minor = [ADVISOR ASSIGNED]

  • UAS staff access their assigned records via Application list views:

    • My Upper Division Apps to Process

    • My Major Apps to Process

    • My Minor Apps to Process

• UAS staff use the appropriate Screen Flow** to process the applications:

  • • Application Processing Wizard

    • Application Wizard (AFA Minor)

    • Application Wizard (BUS Minor)

    • Application Wizard (ENTP Minor)

    • Application Wizard (IS Minor)

    • Application Wizard (MGT Minor)

    • Application Wizard (Sales Minor)

*Flow variables in the Application Visual Flow assign record ownership (not System Custom Labels). Also, the Application Visual Flow will find or create a contact based on uNID. (It is not meant to be used in bulk.)

**Each Screen Flow allows UAS staff to choose if they want to send an automatic email. Details about the automatic email alerts and templates are here: https://uofu.box.com/s/86mpr24zqxu7gxj61q6jb5bcq4j6ou59.

UPDATED: 12/12/2021 (Stacey Thompson)