12 December 2024

What is decision making and offer tracking?

Decision making is the process of making offers to applications or rejecting applications. You can view the decisions in the decision builder. Offer tracking enables you to track the progress of offers. You can view offers in the conditions flow and, optionally, override the decision status and the status of conditions. The status of conditions on the applicant portal have different names. For more information, go to What are the condition statuses on the applicant portal?

For UCAS applications, decisions are exported to UCAS as described in the appropriate sections below. However, for a summary of when decisions are exported to UCAS, go to UCAS export and import.

Decision making

Decision making is the process of making offers to applications or rejecting applications based on the entry requirements for programmes.

The programme BSc in Marine Science has the following entry requirements:

Main decision
  • 136 UCAS tariff points, including A level grade A in biology and physics.
  • Maths at GCSE grade 5 or above.
  • TOEFL overall score of 80 or above, or IELTS overall score of 6.5 or above.
Additional conditions
  • Student visa

Make decisions

You can make decisions for individual applications or for cohorts of up to 50 applications. To make decisions, you choose to offer or reject applications as follows:

Offer
On making conditional offers, you can view the decision text that is sent to applicants when the decision is published and view the conditions of the main decision and any additional conditions in the decision builder. On making unconditional offers, you can only view the decision text.
Reject
On rejecting applications, you choose an appropriate offer for a rejection. You can also, optionally, choose the reason for the rejection. For example, when a course is already full. You can then view the decision text that is sent to the applicant.

Admissions staff with suitable permissions can customise decisions. For example, customise a decision to change the decision text or to change the required UCAS points total of an academic condition. Customising a decision creates a new offer in the offer library.

Applications have a decision status that shows the progress of the application in decision making. Before making a decision, an application has the status Not started. Then, on choosing to make an offer or reject the applicant, the status is updated to Draft.

Submit decisions

After making decisions, you need to submit the decisions. Submitting a decision updates the application as follows:

  1. Adds non-academic conditions used in the main decision or additional conditions as clearance checks to the applications. Note that clearance checks are only added to applications automatically if the applications do not already have clearance checks for the additional conditions.

  2. Updates the submitted status of the application to succeeded succeeded icon. You can resubmit the decision to recalculate decisions that are already submitted. For example, when new qualifications are added to the application. You can also view the event logs for submitted decisions, such as to see why the submission has failed.
  3. Calculates the decision status using the conditions in the main decision and additional conditions as follows:

    Passed
    The conditions of the main decision and additional conditions have been passed. Therefore, submitting unconditional offers sets the decision status to Passed.
    Failed
    The application failed to meet the offer conditions. For the decision status to be set to Failed, the applicant's qualifications must have been set to received. For more information, go to Confirm qualifications.
    Pending
    The applicant's qualifications have not been received or clearance checks are outstanding on the application. Once you know the grades, you need to confirm the qualifications, which then calculates the decision status based on their actual grades.
    Attention.

    For UCAS applications, qualifications are confirmed automatically on receiving the results from UCAS.

    Rejected
    The application was rejected.

    Attention. Note the following:

    • The submission status Submitted submitted icon may be displayed briefly, typically for a few seconds, during the calculation of the decision status. You can resubmit the decision if the submissions status does not update after a few seconds.
    • Submitted decisions are recalculated if the applicant's qualification or application points are edited.

Reset decisions

You can reset decisions or remove the additional conditions at any time until decisions are published. For example, if you notice an error or want to change the decision. Resetting the main decision updates applications as follows:

  • Resets the main decision to the offer of the programme as defined in the student management system.

  • Removes any clearance checks from the application that were added when submitting the decision.

  • Removes any additional conditions.

  • Sets the decision status to Not started.

Publish decisions

Publishing decisions sets the published status to Completed and sends the decision to the preferred email address defined in the person profile for the applicant. Publishing decisions also exports the decisions to UCAS.

Attention.

The user interface for setting up email communications will be available in a future release. However, until then, email communications must be set up by Tribal professional services.

After conditional offers are published, the details of the offer conditions can be viewed by applicants on the applicant portal.

You can only publish decisions with offer libraries that are approved. On publishing a decision, the application overview is updated to show the details of decision 1, as shown in the table Decision and response summary after publishing a decision.

Decision and response summary after publishing a decision
Field Value Field Value

Decision 1

Conditional offer

Decision 1 date

14/03/2022

Response 1

Pending

Response 1 date

Pending

Confirm qualifications

Confirm qualifications upon receiving the applicant's actual grades. To confirm qualifications, select Set qualifications to received. For UCAS applications, qualifications are set to received automatically upon receiving the actual grades from UCAS. .This then calculates the decision based on the applicant's actual grades and sets the decision status to Passed or Failed.

An application has an offer of A levels at grade B, including Mathematics. The applicant's qualifications consist of two A levels at grade B and one at grade C so the decision status of the application is Pending. You are satisfied that all the applicant's qualifications have been received so you set the qualifications to received. The decision status of the application is then set to Failed as the application does not meet the offer conditions.

If necessary, you can undo setting the qualifications to received by selecting Set qualifications to pending on the application. For UCAS applications, setting qualifications to pending is done automatically. Qualifications are also set to pending if the decision is unpublished.

Unpublish decisions

After publishing a decision, you can unpublish and reset the decision if, for example, you notice an error. Unpublishing and resetting a decision updates the application as follows:

  • Removes any responses to the offer.

  • Removes the decision and response summary from the application.

  • Resets the main decision to the offer of the programme as defined in the student management system.

  • Removes any clearance checks from the application that were added when submitting the decision.

  • Removes any additional conditions.

  • Sets qualifications to pending.

  • Sets the decision status to Not started.

Attention.

Admissions does not inform UCAS that you have unpublished a decision. Therefore, you must make a new decision for the application. However, if you cannot make a new decision, you must inform UCAS directly so that UCAS can update their records. Failure to make a new decision or to inform UCAS results in applications not being synchronised in Admissions and UCAS, which could cause issues for applicants.

Respond to offers

Respond to offers to record the response to the application on behalf of direct applicants. On responding to offers, you set the date that the offer was accepted or rejected. The application overview is then updated with the response and response date for decision 1, as shown in the table Decision and response summary after responding.

Decision and response summary after responding
Field Value Field Value

Decision 1

Conditional offer

Decision 1 date

11/03/2022

Response 1

Firmly accepted

Response 1 date

14/03/2022

After responding to an offer, you can remove the response if, for example, you notice an error.

Offer tracking

Offer tracking enables you to track the progress of offers. That is, track the status of the offer conditions. You can view offers in the conditions flow and, if required, override the decision status and the status of the conditions. You can add internal notes detailing the reason for overriding the decision

Status of the offer conditions

Offer conditions have the status Pending until the condition is Passed or Failed. For example, the academic condition for 136 UCAS tariff points is pending until the applicant passes or fails the condition. For conditions with the status Pending or Passed, you can view the qualifications or application points for academic conditions and the clearance checks for non-academic conditions that are used to meet the condition.

For example, the table Decision status passed as conditions passed shows that the decision status is Passed as the academic condition of 136 UCAS tariff points has been met, together with the conditions of grade A in biology and grade A in physics. Also, the non-academic condition for a student visa has passed the clearance check.

Decision status passed as conditions passed
Condition name Status Met by Description

136 UCAS tariff points

Passed

136 points

Main decision is passed and met by 136 UCAS tariff points.

A in biology

Passed

1 qualification

Condition is passed and met by one qualification with an actual grade.

A in physics

Passed

1 qualification

Condition is passed and met by one qualification with an actual grade.

Student visa

Passed

1 clearance check

Additional condition is passed and met by one clearance check.

Offer conditions with the status Not required no longer need to be met as the applicant has met an alternative condition that satisfies the same entry requirement.

The table Condition no longer required as alternative condition passed shows the conditions 136 UCAS tariff points and A in biology or A in physics. In this example, the decision status is Passed as the academic conditions of 136 UCAS tariff points and A in biology are met. As the applicant has obtained an A in biology, the condition of A in physics is no longer required to be met and has the status Not required.

Condition no longer required as alternative condition passed
Condition name Status Met by Description

136 UCAS tariff points

Passed

136 points

Main decision is passed and met by 136 UCAS tariff points and an A in biology. The condition A in physics is no longer required as the alternative condition for grade A in biology is passed.

A in biology

Passed

1 qualification

Condition is passed and met by one qualification with an actual grade.

A in physics

Not required

None

The requirement is to meet one of either A in biology or A in physics. The applicant has met the condition for A in biology, therefore the condition A in physics is no longer required.

Override conditions

You can override the status of the conditions in the main decision and additional conditions. However, you cannot override included conditions. If you override the main decision, the included conditions are set to the same status as the main decision.

An applicant failed to meet the conditions of the main decision. However, the applicant failed because of a grade B instead of grade A in biology. Therefore, you override the main decision to passed, which also sets the included conditions to passed.

The table Override main decision to passed shows the status of the conditions for the main decision and conditions after the main decision was overridden to passed.

Override main decision to passed
Condition Status Met by Description

Three A levels at grade A

Passed

Overridden

Main decision forced to passed and therefore met by overridden.

A in biology

Passed

Overridden

Included condition set to the same as the main decision.

A in physics

Passed

Overridden

Included condition set to the same as the main decision.

Student visa

Passed

1 clearance check

Additional condition passed and met by one clearance check.

Override decisions

You can override the decision status to manually set the decision status.

A good applicant has only achieved 128 UCAS tariff points. Therefore, the applicant failed the condition for 136 UCAS tariff points. However, as the applicant achieved grade A in physics and has a student visa, you override the decision status from Failed to Passed.

The table Override decision status to passed shows the status of conditions for an applicant that failed the conditions of the main decision, but the decision status was overridden to passed.

Override decision status to passed
Condition name Status Met by Description

136 UCAS tariff points

Failed

None

Main decision failed as the applicant did not achieve 136 UCAS tariff points and therefore met by is none.

A in biology

Failed

None

Condition failed and therefore met by is none.

A in physics

Passed

1 qualification

Condition passed and met by one qualification.

Student visa

Passed

1 clearance check

Additional condition passed and met by one clearance check.

Confirm decisions after override

After manually overriding a decision, such as setting the decision status from Pending to Passed, you need to confirm the decision. On confirming the decision, the new decision is recorded on the application overview as decision 2.

The table Decision and response summary confirming override shows the decision and response values for the original decision, decision 1, which was a conditional offer, and the new decision, decision 2, which was created after the decision status was overridden.

Decision and response summary after confirming override
Field Value Field Value

Decision 1

Conditional offer

Decision 1 date

11/03/2022

Response 1

Firmly accepted

Response 1 date

14/03/2022

Decision 2

Unconditional offer

Decision 2 date

15/03/2022

Response 2

Firmly accepted

Response 2 date

16/03/2022

For UCAS applications, on confirming the decision you can delay confirmation or change the programme as follows:

Delay confirmation
For applications with the decision Conditional firm, you can delay confirmation until you have more information. For example, the results of examinations taken later. Applicants are informed that the decision is pending further information.
A decision must be made before the declined by default date. Otherwise, the applicant is declined.
Change programme
Change programme before confirmation enables the programme to be corrected when confirming the decision.

After confirming a decision, you can unpublish the decision. For example, if you notice an error. Unpublishing a decision updates the application as follows:

  • Removes the response to the latest offer. For example, Decision 2.

  • Removes the latest decision and response summary from the application. For example, Decision 2.

  • Resets the decision back to the previous decision. For example, Decision 1.

Decision making and offer tracking demonstration

The video Decision making and offer tracking demonstration shows the decision making and offer tracking process as follows:

  • 1. Make decisions
  • 2. Submit decisions
  • 3. Reset decisions
  • 4. Publish decisions
  • Confirm qualifications
  • 5. Respond to offers
  • 6. Track offers
  • 7. Override conditions
  • 8. Override decisions
  • 9. Confirm decisions after override
  • Complete video (decision making and offer tracking)

Decision making and offer tracking demonstration