Workflow

Overview

This section provides an overview of work assignments and tracking features available.

For NSPA Admins:

• NSPA Admins should follow the guidelines outlined in the Assignment Tracking deck.

Assigned

Indicated what team member the program is currently assigned. Unassigned indicates there is no 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

• Not Currently Active

• No Longer Available

• Recheck 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.

Usage Notes:

• The NSPA data team is the system of authority for this value. The NSPA Exchange system ignores updates to this field from external sources.

For NSPA Admins:

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 in blue above.

Comments

These typically appear where you’ll see any notes regarding your assignments.

Last Verified On

The most recent date on which the scholarship program information was verified by a human. Optional. 

Usage Notes:

• Null indicates that the information has never been formally verified after initial entry.

For NSPA Admins:

• 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. 

Example Value:

• Last Verified Jun. 27, 2021 by Julie Reames. 

Usage Notes:

• This element represents a verification after the first entry, so it's generally left blank when a record is first created. 

For NSPA Admins:

• 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.

Example Value:

• Last Recheck Jun. 27, 2022 by Kendra Siebert. 

Usage Notes:

• This element represents a review after the program has been QA’d, so there will always be a ‘Last Verified’ date before it.