This guide will give you an overview of the setup required to begin building and publishing your scholarships.
General Settings Checklist
General setup includes adding and managing users and their roles, building organizations and departments to set up permissions, and mapping your institutional majors into the application.
- Setup Users & Roles: Users are given roles that specify which functions they can perform in the application. A user must have at least one role to access the application.
- Setting Up New Users: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000777973-employee-management
- Setting Up Employee Roles: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000778096-employee-roles
- Employee Management Import: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000784376-user-management-import
- ScholarshipUniverse Roles: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000783515-scholarshipuniverse-roles
- Setup Organizations & Departments: Organizations separate permissions among multiple schools within your college/university. Members of a particular organization are only able to perform functionality for that organization, such as managing scholarships and applications. Departments further breakdown Organizations into smaller groups with more specified permissions.
- Managing Organizations and Departments: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000783086-organizations
- Importing Organizations and Departments: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000786005-import-organizations-departments
- Importing Users into Organizations and Departments: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000786006-import-organization-department-members
- Setup Majors: Map your institutional majors to the federal Classification of Instructional Programs (CIP). Your majors will be provided as the list of selectable options for the question “What is your current or intended major(s)?”, allowing students to match to your institutional scholarships and external scholarships using the mapped CIP programs.
- Managing Majors and Programs: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000783089-major-programs
- Importing Majors and Programs: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000783093-import-major-programs
Plan > Scholarship Setup Checklist
Scholarship setup includes building and managing the groups of data used to build the scholarship: awarding information (award years, terms, and fund codes), cycles, donor related information (donors and thank you templates), and questions (matching requirements).
- Cycles: Cycles control the time in which scholarships are available to view and apply to. Future cycles can be built out in anticipation for open applications and even be viewable to students before the start date if you choose, but cannot be applied for until the start date.
- Award Years: Your award (or aid) years are required to be mapped in order to be selected in a scholarship. This is used to identify which award year the awarded funds of a scholarship are applied to.
- Managing Award Years: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000783087-award-years
- Terms: Your terms are required to be mapped in order to be selected in a scholarship.This is to identify which terms the awarded funds of a scholarship are applied to.
- Fund Codes: Manage your fund codes associated to your Student Information System (SIS) or other institutional system. These are tied to a scholarship and are used to identify to which fund type in your system an award will be posted to.
- Managing Fund Codes: https://campuslogicinc.freshdesk.com/support/solutions/articles/5000783090-fund-codes
- Importing Fund Codes: https://campuslogicinc.freshdesk.com/solution/articles/5000783101-import-fund-codes
Note: Awarded amounts are queued into bulks to be posted to your selected system by either manually exporting the data from SU and importing into your system or using CL Connect integration to have the data passed from between the two.
- Matching Requirements: Questions, in relation to scholarships, are used to build matching requirements to help students identify the scholarships that they qualify for and filter out those that they do not. ScholarshipUniverse has a wide variety of questions pre-built and tied to external scholarships that can be reused to building matching requirements for your scholarships. It is highly recommended to always try to reuse pre-built questions before creating new questions in order to avoid asking students the same question more than once. For more information about building new questions or customizing any pre-built question, please review these articles:
- How Questions Work (Coming Soon)
- Managing Questions: https://campuslogicinc.freshdesk.com/solution/articles/5000783110-question-personalization
- Application: While the matching requirements assigned to a scholarship will be used to determine who is eligible to apply for the scholarship, your application should be built and used as the differentiator between all of your applicants. See below for basic setup for the application process.
Plan > Application Setup Checklist
Application setup includes building and managing questions and documents to be used on the application.
- Documents: School documentation can be made available for students to download as part of the application process. Any document uploaded into your document library will be available for use in an application.
- Questions: Questions, in relation to applications, should be used to determine how to differentiate applicants who are already verified as eligible through the matching requirements. Whether you want to request an essay or a letter of recommendation, you’ll want to create a new question for each specific aspect you’re looking for.
Example: Two separate questions requiring the same thing in a different aspect:
1. Please submit a letter of recommendation from your high school counselor.
2. Please submit a letter of recommendation from a community leader.