RIO Challenge v4 - C03.02 - Program Application

Applying to a university program involves more than just submitting a form. Students need to provide documents, administrators must validate them, and finally, an offer letter is issued once all requirements are fulfilled.

In this challenge, you will step through the complete admission process at RIO University as a student submitting an application, then as an administrator validating and approving that application.

Learning outcomes

1. Understand the application process from both the student and administrator perspectives.
2. Learn how requirements are uploaded and validated as part of the admission process.
3. Understand how an offer letter is generated once the application has been approved.

What does success look like?

1. The student has successfully submitted an application with a transcript uploaded.
2. The administrator has reviewed and validated the transcript, updated the application status, and generated the offer letter.

Reading material

N/A

Estimated time to complete

20 minutes.

Steps to complete the challenge

RIO University provides a streamlined application process where an applicant / student will fill up the application form and submit it, before the administrator will validate and decide if the applicant is up to standards, and offer them a place in the university.

In this challenge, we will stimulate the application process from a student's perspective, and the application review process from an administrator perspective.

1. Click on the 'RIO Challenge v4' tab at the bottom left of the page. Click on 'Initiate Challenge' to generate the data required for this challenge.

2. Go to the 'Contacts' tab, and select the list view 'C03.02 Program Application' to find Fred Smith's record.

3. As C03.02 - Fred Smith, click on the ‘Log in to Experience as User’ button.

4. Once inside the Student Portal, navigate to the ‘My Application’ page.

5. Complete the application form.
   Fill in the following details in the application form:

6. Next, we will create an Academic History as C03.02 - Fred Smith.

7. Click on the Required Documents link to view the Requirement Checklist.

8. Notice that Fred Smith's only requirement is to upload their latest transcript.

Thus, upload a transcript in a PDF format.
NOTE:
for the purpose of this Challenge we are simulating the Student's action and we can upload any PDF or Text file.

9. Once you have uploaded the file, it is time to switch to the administrator's point of view.
   Click on the user icon on the top right and log out.
   NOTE: 
   you likely will need to log back in using the Challenger credential to return to the administrator's point of view.

10. Go to the 'Contacts' tab, and select the list view 'C03.02 Program Application' to find Fred Smith's record.

11. Navigate to the Application tab, and select the Individual Program Application record.

12. Navigate to the Requirement Checklist tab, and click on the ‘Show Uploaded Files’ hyperlink to view the student's uploaded documents.

13. After validating the correct file is uploaded, click on the drop-down button and click ‘Link to Individual Achievement’.

This action will enable the admin to link relevant documents to a student's education history.

In this case, we will link Fred Smith's transcript to his diploma education history. 

Select the Diploma Graduate achievement and click ‘Save’.

Then, click on the drop-down button again, and update the transcript's review status to ‘Accepted’.

14. Notice that there are 2 additional requirements in the Requirement Checklist that was not shown in the student's view.

This is because these requirements has their Requirement Visibility set to ‘Admin’, thus only administrators can view them.

Since we have validated Fred Smith's transcript, let's mark 'Admin Validate' Transcript' as ‘Done’.

15. We have another pending requirement left.

However, before we can update the Individual Program Application's Application Status, let's generate an offer letter for Fred Smith.

Click on the ‘Generate Offer Letter’ button.

NOTE:
It can take several seconds for the Offer Letter to be generated so please avoid repeatedly pressing the Generate Offer Letter.
 

This automatically creates an offer letter using the configured email template and sends it to the student via SDocs.

You may navigate to the ‘Documents’ tab to view the generated offer letter.

16. Navigate back to the Requirement Checklist tab.

Click the ‘Update’ button for the last requirement.

Update the Application Status to ‘Offer’, and click ‘Save and Mark As Done’.

17. Congratulations, you have completed the challenge! Click on the 'RIO Challenge v4' tab at the bottom left of the page, and click on 'Complete Challenge'.