Cornell-Exchange Program App Process

In this article:

• Yearly Updates
  • Decision letter template update
• Step-by-step guide
• Mass Update Records

Yearly Updates

Decision letter template update

Admissions Decision Offer

From the DocGen Package record Admissions Decision XXXXX Offer (see link above), click on the Documents tab.

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Click on the link under File in the lower right of the Templates section.  This will open a new tab for the Admissions Decision CTFMBA Offer document.

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• To view the existing document, select the View file link.  

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This will download the existing template.  Click on the downloaded file to open the .docx document in Word.  To update this template, click Enable Editing.  Then, click File, then Save As to save your changes as a new file.  Make your edits and save the document.  Make sure the document is saved as a .docx file.

• To upload a new version of the document, select Replace Document.

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On the following screen, upload your updated template by clicking Choose File, click Replace Document, then select Done.

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Step-by-step guide

1. Applicants for the Cornell-Exchange program apply using the Exchange application.  Those applicants that meet the initial program criteria are given a special URL (https://apply.business.cornell.edu/s/exchange-landing) that creates a Cornell-Exchange application for them in our Salesforce Apply community.  
2. Applicants fill out of application in the Apply community and submits the application.  During this process they pay a $200 application fee through the Apply community payment processor.
3. Staff reviews all applications using a list view in Salesforce. 
4. Staff updates Deposit Due Date in Salesforce in preparation for decision letter publishing.  This can be done in a mass update in a list view.  Use the Deposit Due Date 1 field to set the initial Deposit due date.
5. Staff updates Internal Status to "Offer" in the same mass update in a list view.
6. Staff updates Publish Now Status to “Publish NOW”.  See Instructions on how to Publish decisions.  This starts a workflow that will do the following:
   1. Letter gets generated
   2. Email goes out to Applicant
   3. External Status changes to Complete
7. Email sends to Applicant to notify that decision is available
   1. The Decision Email Sent date is populated
   2. The Decision Email Sent checkbox is checked
8. Applicant may click the link contained in the email, log in and clicks “View Decision”
   1. The Decision Viewed Date gets populated
9. Applicant see offer decision page, decision letter in PDF form. The page also contains two buttons: Accept Offer or Decline Offer.  When they click accept offer the Internal Status updates to “Deposit Required”
10. Applicant is also given a post-decision page that asks them one or two questions.
11. If applicant has clicked on the accept offer they will then directed to “Pay 1st Deposit”
12. Pay Deposit Page sends them to Flywire URL page
13. Applicant makes Flywire payment
14. Staff receives notification of Flywire payment
15. Staff updates Deposit Info in the Deposit Trans Date 1 and  Deposit Trans Number 1 fields
16. Staff updates Internal Status to “Accepted”
17. Peoplesoft upload will update status to matriculated - this will move the data from the "applicant" side to the "student" side of Peoplesoft.
18. Staff will update any applicants that were not provided offers internal status to "Canceled".  No applicants should be left at submitted at the end of the cycle.

Mass Update Records

To mass update records from a list view, select the records you want to update.  Then, select the pencil icon of the field you want to update, and change the field value.  Check the 'Update # selected items' checkbox.  The fields that will be updated will be highlighted in blue.  Click Apply.  The fields that will save are highlighted in yellow.  Click Save at the bottom of the screen to save your changes.

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NOTE: Not all fields are available to edit from a list view.  You may need to navigate to the field on the individual record page to edit the field.