Problems:

• Need a cut off date - they don’t want the information to be updated for the reviewers. They want a snapshot of all answers on the General and Conditional applications to be frozen in time as they were on the end date and for reviewers to only see those answers.
• They want a way to keep applicants from filling out answers during a certain time period (ie - when no opportunities are open)

Conditional Applications

1. Applications are changing after the review period begins. (reviewer groups)

2. Applications are being assigned after the review period begins. (reviewer groups)

3. References submit after applications are assigned. (reviewer groups)

4. Applicants are wasting their time making changes on CAs after the deadline has passed (applicants)

5. Applicants can fill out the CA before scholarship start dates. (right now clients would have to wait to put the qualifications on it), so then applicants think they're done and don't come back, and are then missing out on applying to recommended opportunities. Also, applications can be wiped out during cycle management. Also, some proactive students apply too early, and then their applications can get wiped. (applicants)

6. Admins need to know all the qualifications that need to be there by when they want to start it, or else, it will start qualifying applicants on partial applications, and then applicants could miss out on receiving scholarships they are qualified for, or applicants that aren't qualified could be matched when they aren't actually a match (applicants, admins, reviewer groups)

7. Want to make CAs disappear from the view of OAs and applicants at certain times of the year (idaho st. and iowa) - have also mentioned this as archiving. We don't yet know if they truly want to "archive" them. (opportunity administrators)

(could fix the answers that are shown to the reviewers on the review start at date - virtualized auto-match)

General Applications

1. Applicants are confused when the scholarship review period ends and they can still submit an application (applicants)

2. Applicants' and their families think that they are still qualified for applications because they can fill them out, but they actually aren't. (applicant)

3. Applications are changing after the review period begins. (reviewer groups)

4. Applications are being assigned after the review period begins. (reviewer groups)

3. References submit after applications are assigned. (reviewer groups)

In the same day, both "madisoncollege" and "witc" have expressed concern that reviewers are still getting assigned applications even after the deadline date on opportunities. This is expected behavior as their groups are set to review at the general application level. As such, when students come in now and submit, they are immediately getting assigned to the reviewer groups in question.

We recommended that they set up a qualifier on the groups based on the electronic signature date in the confirmations statement they both have on the general application (on or before 11/29/2013, for example) as a proxy for setting a qualifier to cut off assignments after a certain date. We also recommended they remove the link in the .edu sites to the AW system now that the application deadlines have passed as well as letting folks know they are no longer accepting applications.

All that to say, there is no functional way to prevent these newly submitted applications from being assigned to reviewer groups with the auto-assign feature enabled. It would be great to have some way to configure a cutoff date after which no further general applications may be assigned.

Things to consider when doing this:

• What about any OA being able to start it
• CUUI
• Communicaitons
• Consider applicant onboarding
  
• Consider dashboard
• consider when someone is about to change the open or close date.
• Don’t let CA start matching until it opens