Acronyms
DCI
Document Checklist Item
What is the BRE?
The Business Rules Engine (commonly referred to as the BRE) stores all form rules. It is essentially just an excel spreadsheet with all of the form rules written out, and it is uploaded into Salesforce and applied to all DCIs.
Internal status for a student who meets requirements for a program or has received approval to move forward with their enrollment after submitting admissions forms
Accepted
Where should you look in Salesforce to find a student's internal status, program information, action plans, and document checklist items?
Individual Application
What does Enrollment Coordinator refer to in Salesforce?
Enrollment Coordinator is a Success Team Role that will be used to assign GEMs to IES/IP/SAF students based off of program (i.e. Samantha Wiedner will be assigned as the Enrollment Coordinator for Dublin programs)
IA
Individual Application
What does Checklist Item Type refer to in the BRE?
Whether the DCI is a file upload or a FormAssembly Form
Internal status for a student who has started an online application, but has not submitted it yet
Application Incomplete
Where should you look to find information about the student, such as contact information, emergency contact information, and links to their Individual Application records?
What is a case?
Case records track and manage customer issues/requests so staff can effectively communicate with them to meet their needs. Cases for IES Global will allow students, faculty and other partner staff to raise issues and have the appropriate staff member(s) assist in resolving them. Cases are used to log incoming communication, while outgoing communication is stored in Interactions.
RFI
Request for Information
What does Partner Edit Access refer to in the BRE?
Whether the DCI can be submitted through the Partner Portal by SACs
Rejected
What is the object that lists program and term, and holds links to the PTAT and Application Timeline?
Program Offering
What is an Application Detail Record?
Contains details and form answers of the student’s completed form. The Application Detail record will be attached to a Document Checklist Item (DCI) when the DCI is a FormAssembly form. This record will contain mapped data from a student’s submitted Document Checklist Item (DCI), as well as submission information and submitted responses to a form. GEM will also use the Visa, Immigration, and Travel Application Detail Records to log Visa/ACCeSS information.
BRE
Business Rules Engine
What does Form ID refer to in the BRE?
This links the DCI in Salesforce to the FormAssembly ID
Internal Status for a student who has submitted all admissions forms, and the GEM has approved all admissions forms
Ready for Processing
What is the evergreen grouping Document Checklist Items that is assigned to a PTAT record?
Action Plan Template
What is a Session Participant used for?
Course Registration/assigning courses to a student. Is generated when an Individual Application Internal Status is moved to Accepted/Provisionally Accepted
PTAT
Program Term Application Timeline
What does Release Type refer to in the BRE?
The Release Type sets the way/timeline that a form will be made accessible in a student portal.
Internal Status for a student who has submitted their online application and has been assigned their admissions action plan DCIs
Incomplete Checklist
Where would you look to find the student's GPA, year of study, and Major(s)/Minor(s)?
Person Education (in the Individual Application)
What is an Opportunity?
The Opportunity object in Salesforce will be used to support enrollment funnel tracking from inquiry through the application lifecycle. IES Global will leverage opportunities to track interest in a term and academic program, in addition to opportunity stages.