Overview
This section provides an overview of work assignments and tracking features available.
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NSPA Admins should follow the guidelines outlined in the Assignment Tracking deck.
Disposition
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Assigned
Indicated what team member the program is currently assigned. Unassigned indicates there is not an assignment to a specific team member.
Workflow Status
Shows a visual indicator of the record’s status in the workflow. Statuses are analogous to our workflow Steps.
Disposition
Tracks a high-level status. The system automatically sets this.
Statuses
Core Data Entry Complete
Descriptive Elements Complete
Eligibility Coding Complete
Ready for QA - Steps 1-4 are complete and the program is ready for review/verification by another team member
Not Currently Active - not available this year, but might be the following year (e.g. a program that is offered every other year or during odd number years)
No Longer Available - when you cannot find the program on the website or the org states it is no longer offered.
Recheck - Typically assigned 30 days before the program’s open date. Annually programs are reviewed for general verification, updates to criteria, and entry standard edits.
Other Statuses
Visible to Clients
Allows programs to be visible to the public through a client/partner of the Exchange.
Application Snapp Enabled
Shorthand for "Scholar Snapp-enabled," meaning that the online application for the scholarship can send and/or receive application profile data from the Scholar Snapp Central system. College Board offers the Scholar Snapp technology through the Big Futures “Autofill” feature.
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Unless you are the designated administrator for this value, you won't have edit permissions.
Flag this scholarship
Simple notation that there is a question or concern regarding an entry and further review is needed.
Restricted scholarship
This will appear greyed out for the Data Team. Organizations that do not want their programs visible will have this disposition. This workflow status will appear blue above.
Comments
Are typically where you’ll see any notes regarding your assignments. There can be multiple comments, the list shows the most recent one.
Last Verified On
The most recent date on which the scholarship program information was verified by a human. Optional.
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This should only be entered after a deliberate and reasonably thorough QA pass.
Should be blank after a record is newly entered. We do QA as a distinct process step.
Partial updates or changes do not count as formal verification.
Last Verified By
The entity or organization that most recently verified the scholarship program information. Programs entered prior to 2022 may include both an organization name and an identifier for an individual (e.g., "NSPA / JR"). Optional.
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This should only be entered after a deliberate and reasonably thorough QA pass.
Should be blank after a record is newly entered. We do QA as a distinct process step.
Partial updates or changes do not count as formal verification.
Last Recheck By
The entity or organization that most recently rechecked the scholarship program information. This review ensures that previously QA’d programs are still accurate and aligned with our current standards.
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This element represents a review after the program has been QA’d, so there will always be a ‘Last Verified’ date before it.
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