19 September 2022

How to customise decisions

Decision making enables you to customise decisions. To customise a decision, you can edit academic and non-academic conditions, and the conditions flow, which are described in decision making and offer tracking.

To customise a decision, on Decision making:

  • For an individual application, go to ⋮ and then select View / change main decision or View / change additional conditions.

  • For multiple applications, select up to 50 applications to open the bulk actions toolbar and then select Bulk Actions Change main decision or Change additional conditions.

Then, on Step 2 Make decision (optional) enable Customise decision and change the decision as described in the table Customise decision actions.

After customising a decision, update the Decision text to reflect the changes made.
Customise decision actions
Condition flow Description
Conditions Add academic conditions such as qualifications or non-academic conditions such as clearance checks to the conditions flow. Add a condition as follows:
  • At the bottom of the conditions flow, select Add condition. If the condition already has conditions, the new condition is added to the end.
  • On a condition, go to ⋮ to Add condition before or Add condition after.

Then, set whether the condition is an Academic or Non-academic condition and then enter the condition, such as Grade AA. Non-academic conditions, such as DBS check, are added to applications as clearance checks.

You must delete any included conditions before you can delete a condition.
Included conditions Add included conditions to academic conditions. For example, for the academic condition Grade AA add included conditions such as A level Maths and Chemistry. Add an included condition as follows:
  • On a condition, go to ⋮ and then select Add included condition to enter the condition.
  • To add more included conditions: select the add button.
Group conditions Create groups of conditions for more complex condition flows. Create a group as follows:
  • On a condition, select Add group and then select the condition number to close the group. For example, Open and close on 3 closes the group on the condition with the sequence number 3. Note that you can only close on conditions. Therefore, the numbers of included conditions are not shown in the list.
To remove group, select Remove group and then select the condition number to remove the group from. For example, Remove from 1 removes the group on the condition with the sequence number 1.
Flow position Move the position of a condition in the flow as follows:
  • On the condition, go to ⋮ and then select Swap up or Swap down to move the condition up or down in the flow.