Introduction

The School Dashboard allows the school user to visualize and drive workflow for their scholarship process. It also includes health metrics to help the school user have visibility into how their processes are going.


Related


School Dashboard


ScholarshipUniverse>Dashboard


 

The top left of the screen has tiles displaying information from the plan, review, and award processes. The remainder of the screen contains health metrics about your scholarship process, including application volume, review tracking and award & budget.


Edit Dashboard


The school user may edit their dashboard view by selecting the  button in the upper right of the school dashboard screen.



To edit the counts that display on the school dashboard:

  • The school user may re-arrange the tile order by clicking and dragging the tiles into the display order they prefer
  • The school user may disable any tile by changing the On button  in the Enabled column to off
  • Once all changes have been made click Save to keep changes
  • Clicking Cancel discards changes and takes user back to dashboard screen


Select Graphs to view the options for editing the graphs displayed in the school dashboard:

  • The school user may disable any graph by changing the On button  in the Enabled column to off
  • Once all changes have been made click Save to keep changes
  • Clicking Cancel discards changes and takes user back to dashboard screen


Plan, Review, Award Tiles


The top left side of the dashboard screen contains tiles to provide information for the plan, review and award processes in ScholarshipUniverse.



  • Last Updated: indicates that amount of time since the information on screen was refreshed. 
  • Clicking the Refresh button updates the information shown on screen 
  • Each tile has an icon in the upper left of the tile to indicate if the information is for Plan , Review , Award .
  • Clicking a tile takes the user to that section of the plan, review, or award screen.
  • After clicking a tile, to return to the dashboard click Dashboard from the options on the left side of the screen.
  • The tiles displayed are based on user role. Only tiles that the school user has permission to will be displayed.


Plan Tiles

  • Active Scholarships
    • Count of all scholarships in Publish or Open Status
    • Navigates to Plan>Scholarships>Active Tab
    • Displayed to user roles: Admin, Scholarship Manager, External Scholarship Manager, Scholarship Researcher, Scholarship Viewer
  • Completed Scholarships
    • Count of all scholarships in Complete Status
    • Navigates to Plan>Scholarships>Complete Tab
    • Displayed to user roles: Admin, Scholarship Manager, External Scholarship Manager, Scholarship Researcher, Scholarship Viewer
  • Drafts Ready to Publish 
    • Count of all scholarships in Draft Status
    • Navigates to Plan>Scholarships>Draft Tab
    • Displayed to user roles: Admin, Scholarship Manager, External Scholarship Manager, Scholarship Researcher, Scholarship Viewer
  • Cycles Closing
    • Count of any cycle withing seven days of deadline date
    • Navigates to Plan>Cycles
    • Displayed to user roles: Admin, Scholarship Manager, External Scholarship Manager


Review Tiles

  • Create Pools
    • Count of all applications with at least one scholarship in Ready to Review status
    • Navigates to Review>Manage Pools
    • Displayed to user roles: Admin, Review Manager
  • Review Applicants
    • Count of all outstanding applicant reviews assigned to user
    • Navigates to Review>Manage Pools
    • Displayed to user roles: Admin, Review Manager, Reviewer
  • Rounds Completed
    • Count of all pools with at least one scholarship in Ready to Award status
    • Navigates to Review>Manage Pools>Ready to Award tab
    • Displayed to user roles: Admin, Review Manager

Award Tiles

  • Scholarships to Award
    • Count of all scholarships in Award status with remaining budget > 0
    • Navigates to Award>My Award Views
    • Displayed to user roles: Admin, Award Manager
  • Awards to Notify
    • Count of all notifications in Pending status
    • Navigates to Award>Notification
    • Displayed to user roles: Admin, Award Manager, Award Post Manager
  • Thank You's to Review
    • Count of all thank you's in Pending status
    • Navigates to Award>Thank You Approval
    • Displayed to user roles: Admin, Thank You Coordinator
  • Awards to Post
    • Count of any post record in Ready to Post status
    • Navigates to Award>Post
    • Displayed to user roles: Admin, Award Post Manager

 

Metrics


The remaining areas of the dashboard contain health metrics for your scholarship processes. 


Application Volume


Located in the top right of the school dashboard, this chart is a visualization of application volume for both school scholarships and possible attempts of external scholarships.


  • Internal is the count of internal scholarships applied to for timeline specified
    • Count of scholarships displayed only reflects organization/department user belongs to
  • External is the count of external scholarships applied to for timeline specified
    • Counted when student clicks Apply button for external scholarship
    • Only counts unique applies per student
  • The user may filer the chart by timeline of Last 30 days, Last 60 Days, Last 3 Months, Last 6 Months
  • The user may view metrics by Days, Weeks, Months
  • Clicking the Internal, External at the bottom of the chart shows metrics for only the options chosen


Review Tracking


Located in the bottom left of the school dashboard, this chart is a visualization of the progress of open pools and helps drive action needed.


                                                                

  • Clicking the chart navigates to Review>Review Workflow 
  • Total Reviews is the count of total client review applications for all open pools
  • Completed Reviews is the count of all client review applications completed for all open pools divided by Total Reviews
  • Outstanding Reviews is the count of all client review applications pending for all open pools divided by Total Reviews
  • Overdue Reviews is the count of all client review applications pending and currently pas the round due date for all open pools divided by Total Reviews
  • Review counts are displayed only for scholarships attached to the user's organization/department


Award & Budget Chart 


Located in the bottom right of the school dashboard, this chart is a visualization of comparable amounts of funding awarded vs the total amount of awarding available to award.


  • The chart is a query of:
    • All school's awards in Pending, Notified, Ready to Post and Posted status for each cycle, including all active awards
    • Total Amount for each scholarship for each cycle
  • New is the sum of award amounts for new scholarships (first version scholarships and rolled over scholarships that are not renewable)
  • Renewable is the sum of award amounts for renewable scholarships (rolled over, renewable scholarships)
  • Gap is the difference of Total amount of All scholarships less sum of award amounts for New scholarships less sum of award amounts for Renewable scholarships)
  • Cycles appearing in the chart are based on the cycle deadline within the time-frame specified
  • Hovering over a section of the chart displays each section's amount
  • The user may filter by time-frame of Last 30 Days, Last 60 Days, Last 3 Months, Last 6 Months, Year to Date
  • Selecting the New, Renewable, Gap at the bottom of the chart displays information for the specific options chosen.


Troubleshooting and FAQs

[Links to related FAQ documents]