Default Rules for Cohort-based Success Scores
Academic Success Score Default Rule
Default Rules will only display if the Related Package listed is installed. Please Note: You MUST use the fields listed to calculate scores.
| Criteria | Default Value | Default Weight | Object/Field | Related Package |
|---|---|---|---|---|
| Cumulative GPA is less than | 2.25 | 6 | Contact / Cumulative GPA (TgtX_Retention__Cumulative_GPA__c) | TargetX Retention |
|
Previous term GPA is less than |
2.25 |
1 |
Academic Profile (TgtX_Retention__Academic_Profile__c)/TgtX_Retention__GPA__c |
TargetX Retention |
|
Note: The previous Academic Period is the record with the most recent TgtX_Retention__Academic_Period__c.TargetX_Base__End_Date__c value |
||||
| Most recent previous institution GPA is less than | 2.25 | 2 | Contact / Previous Institution GPA (TgtX_Retention__Previous_Institution_GPA__c) | TargetX Retention |
| < Select Latest/highest> score for Standardized Test <select value> is less than [15] | 2 | See: Tests Supported | TargetX Recruitment Manager | |
| < Select Latest/highest> score for Placement Test <select value> is less than [30] | 1 | Placement Test object: Type(TgtX_Retention__Type__c), Score(TgtX_Retention__Score__c), Test Date(TgtX_Retention__Test_Date__c) |
TargetX Retention | |
| Academic Standing status is <select value(s)> | 8 | Contact /TgtX_Retention__Academic_Status__c | TargetX Retention | |
| Cumulative Earned to Attempted Credits ratio is less than <enter value> | 0.8 | 5 | Contact / Cumulative Earned Credits (/TgtX_Retention__Cumulative_Earned_Credits__c) Contact / Cumulative Attempted Credits(/TgtX_Retention__Cumulative_Attempted_Credits__c) |
TargetX Retention |
| Student Enrollment Status is <select value(s)> | 1 | Academic Profile / TgtX_Retention__Enrollment_Status__c | TargetX Retention | |
| In the current term, student with Enrollment Status <select value(s)> is enrolled in Credits less than <enter value> | 12 | 2 | Academic Profile / TgtX_Retention__Enrollment_Status__c Academic Profile / TgtX_Retention__Credit_Hours_Enrolled__c (current term) |
TargetX Retention |
| In all terms, total number of Final Grades of <select value(s)> for these Foundational Courses <select value(s)> is greater than <enter value> | 0 | 2 | Course/(Subject + ' - ' + Course Number) (TgtX_Retention__Course_Subject__c, TgtX_Retention__Course_Number__c) Course/TgtX_Retention__Grade_Final__c Academic Profile |
TargetX Retention |
| In Current Term, total number of enrollments for these developmental or high DFW Courses <select value(s)> is greater than <enter value> | 0 | 2 | Course/(Subject + ' - ' + Course Number) (TgtX_Retention__Course_Subject__c, TgtX_Retention__Course_Number__c) Academic Profile (current) |
TargetX Retention |
| In current term, total number of Midterm Grades of <select value(s)> recorded in any Course is greater than <enter value> | 1 | 1 | Course/TgtX_Retention__Grade_MidTerm__c Academic Profile (current) |
TargetX Retention |
| In Previous Term, total number of Final Grades of <select value(s)> recorded in any course is greater than <enter value> | 1 | 2 | Course/TgtX_Retention__Grade_Final__c Academic Profile (current minus one) |
TargetX Retention |
| In All Terms, total number of Final Grades of <select value(s)> recorded in any course is greater than <enter value> | 1 | 2 | Course/TgtX_Retention__Grade_Final__c | TargetX Retention |
| In Current Term, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 2 | 2 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | TargetX Retention |
| In All Terms, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 2 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | TargetX Retention |
Behavioral Success Score Default Rule
Default Rules will only display if the Related Package listed is installed. Please Note: You MUST use the fields listed to calculate scores.
| Criteria | Default Value | Default Weight | Object/Field | Related Package |
|---|---|---|---|---|
| In Current Term, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 2 | 2 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |
| In All Terms, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 6 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |
Demographics Success Score Default Rule
Default Rules will only display if the Related Package listed is installed. Please Note: You MUST use the fields listed to calculate scores.
| Criteria | Default Value | Default Weight | Object/Field | Related Package |
|---|---|---|---|---|
| First Generation Student | 5 | Contact / First Generation Student(TgtX_Retention__First_Generation_Student__c) | Retention | |
| Underrepresented racial minority. Student's IPEDS code is <select value(s)> | 4 | Contact/TargetX_SRMb__IPEDS_Ethnicities__c, TargetX_SRMb__IPEDS_Hispanic__c | Recruitment Manager | |
| Primary Language is NOT <select value> | 3 | Contact /Primary Language(TgtX_Retention__Primary_Language__c) | Retention |
Engagement Success Score Default Rule
Default Rules will only display if the Related Package listed is installed. Please Note: You MUST use the fields listed to calculate scores.
| Criteria | Default Value(s) | Default Weight | Object/Field | Related Package |
|---|---|---|---|---|
| In previous term, total number of Appointments attended with any advisor is less than <enter value> | 1 | 2 | Organization Event/Owner, (Organization Event/TargetX_Eventsb__End_Date_Time__c) | Events |
| In past <enter value> days, total number of Appointments attended with advisor category <select value(s)> is less than <enter value> | 90, 1 | 2 | Event/TargetX_Eventsb__End_Date_Time__c) Advisor type = Success Team Member (Success Team Member/TgtX_Retention__Category__c) |
Events |
| In past enter value> days, total number of Appointments attended with primary advisor is less than <enter value> | 90, 1 | 2 | Organization Event/Owner, (Organization Event/TargetX_Eventsb__End_Date_Time__c) | Events |
| In current term, total number of no-shows for advisor Appointments is greater than <enter value> | 2 | 3 | Organization Event/Owner, (Organization Event/TargetX_Eventsb__End_Date_Time__c) | Events |
| Total number of open Holds that prevent registration <select value(s)> is greater than <enter value> | 0 | 8 | Advising / TgtX_Retention__Category__c (Advising Record Type: Hold), and is 'open' | Retention |
| Cumulative Earned Credits are more than <enter value> and No Major declared. Either major field is blank or contains one of these values (e.g.: Not declared) <select value(s)> | 30 | 6 | Contact / Major Contact / Cumulative earned credits (new field)(TgtX_Retention__Cumulative_Earned_Credits__c) |
Retention |
| In current term, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 2 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |
| In all terms, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 6 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |
Financial Success Score Default Rule
Default Rules will only display if the Related Package listed is installed. Please Note: You MUST use the fields listed to calculate scores.
| Criteria | Default Value | Default Weight | Object/Field | Related Package |
|---|---|---|---|---|
| Total number of open Financial Holds <select value(s)> is greater than <enter value> | 0 | 4 | Advising / TgtX_Retention__Category__c (Advising Record Type: Hold), and is 'open' | Retention |
| SAP Status is <select value(s)> | 6 | Contact / SAP Status (TgtX_Retention__SAP_Status__c) | Retention | |
| No Payment Plan on file, and account balance is greater than <enter value> | 900 | 2 | Contact / Account Balance(TgtX_Retention__Account_Balance__c) Contact / Payment Plan (Y/N)(TgtX_Retention__Payment_Plan__c) |
Retention |
| Payment Plan on file, and most recent payment status is <select value(s)> | 1 | Contact / Payment Plan (Y/N)(TgtX_Retention__Payment_Plan__c) Contact / Current Payment Status (pick list)(TgtX_Retention__Current_Payment_Status__c) |
Retention | |
| Aggregate Loan Limit Status is [close, equal to limit, exceeded limit (multi-select)] | 2 | Contact / Aggregate Loan Limit Status(TgtX_Retention__Aggregate_Loan_Limit_Status__c) | Retention | |
| In Current Term, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 2 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |
| In All Terms, total number of alerts raised with category of <select value(s)> is greater than <enter value> | 6 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |
Other Success Score Default Rule
Default Rules will only display if the Related Package listed is installed. Please Note: You MUST use the fields listed to calculate scores.
| Criteria | Default Value | Default Weight | Object/Field | Related Package |
|---|---|---|---|---|
| In Current Term, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 2 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |
| In All Terms, total number of Alerts raised with category of <select value(s)> is greater than <enter value> | 6 | 1 | Advising / TgtX_Retention__Category__c (Advising Record Type: Alert) | Retention |