• the correct administrator permissions (“instance”)

• read the Trigger event article

• read the Condition article

• read the Action article

• understood what type of action you would like to automate in your DreamApply system

• gathered data such as:

  • what the “Trigger(s)” for your Rule will be

  • what the “Condition(s)” for the Rule to run after being triggered are

  • what “Action(s)” will be taken automatically by the DreamApply system when all the conditions have been met

Add a new Rule engine:

• Log in as an administrator with the permission “instance” (included with the Role “Superuser”).

• From the Main menu, go to: Automation > Rules.

• Click on “+ New rule”.

  • Enter a name for the Rule – it is advisable to use a naming convention that will help make it obvious what the purpose of the Rule is. For example, a Rule that will create an English language Task, can be named “Task: English language”. This way it will be easy to find all Rules that are designed to create Tasks convienently grouped together.

    • It is also advisable to enter some information in the “Notes” section to help preserve the information of why the Rule was created.

  • From the “Trigger events” section, tick the box(es) of when the Rule should be triggered - this is the point of the application process when the DreamApply system will check the Rule’s conditions before carrying out the selected Action.

  • From the “Conditions” section, Choose a condition between

    • All - all of the selected Conditions must be matched

    • Any - at least one of the Conditions must be matched

    • Void - no Conditions are required

  • Choose a condition (ex: Applicant has a course with the language requirement: English).

  • Tick the box next to the Action(s) which you would like to be taken. For example:

    • Tick the “Create task / checklist item for the matched application”. (ex. Task: English language requirement)

  • Click on “Choose a task class” and select the Task(s) to be assigned.

• Always remember to save your changes by clicking on the “Save changes” button!

• Click on “< Back” to return to the Rules page.

• Activate recently created “Rule” by toggling the switch next to it.