Skip to main content
  1. Foundant Technologies
  2. Grant & Scholarship Lifecycle Manager
  3. GLM & SLM - Universal Application
  4. Overview and Set Up

Universal Application: Eligibility Center

  • Last Updated
This article is in reference to the Universal Application feature. If you use the Eligibility Quiz feature instead, please refer to Eligibility Center for Eligibility Quiz.

The Eligibility Center is a page that allows you to search for, view, and manage eligibility results. The Eligibility Results and Universe Requests tabs on this page give you specific search and action options. The other tabs on this page are for use with the Eligibility Quiz feature and do not function with the Universal Application feature.

  1. Click Search in the upper navigation bar, and then click Eligibility Center.

Below is a list of functions that the Eligibility Center in Universal Application can perform and what tab they appear on. The sections beneath the list include instructions for using each tab for Universal Application.

  • Review applicants' eligibility results by applicant, date range, opportunity, or by all three options.
    • This is found on the Eligibility Results tab.
    • If the applicant did not qualify for any requests, the results will appear on the Ineligible Universe Requests tab.
  • Investigate why an applicant failed for an opportunity.
    • This is found on the Eligibility Results tab.
  • Retest an applicant's eligibility if responses or eligibility rules have changed.
    • This is found on the Eligibility Results tab.
  • A failed eligibility result for an applicant can be overridden.
    • This is found on the Eligibility Results tab.
  • If adding a new opportunity mid-cycle, retest submitted applications for the new opportunity.
    • This is found on the Untested Opportunities tab.

The Eligibility Results tab displays applicants' eligibility results and allows for retesting eligibility if needed. Search for a specific applicant by name or based on criteria such as a date range. After clicking Search, it may take some time to load depending on the search criteria that has been entered. 

At a minimum, dates must be entered into the Pass/Fail After and Pass/Fail Before date fields before searching eligibility results.

The eligibility results display in a one row per opportunity format. For each applicant in the search, pass/fail results for each opportunity within a universe will be displayed.

  1. Enter the search criteria, and then click Search.search
     
  • To send a batch email, check the box next to each eligibility result, click Batch Actions, and then click Send Email.
    send email
     
  • To quick export a list, check the box next to each eligibility result, click Batch Actions, and then click Quick Export.
    quick export
     
     
  • Click an applicant's last name to navigate to their User Summary page.last name
     
  • Click a Passed or Failed status to see details related to the eligibility rules.passed or failed status results
    • When a Failed status is clicked, a message will display details about which specific rules the applicant did not pass.failed satus field results 
    • The message will also display if the applicant's responses to eligibility questions or the eligibility rules have changed since the current status was generated. If this is the case, it is recommended that eligibility is retested for the applicant to see their most up-to-date status for the opportunity.failed status out of date results
Retesting eligibility for an applicant tells the system to check the applicant's responses against the eligibility rules for an opportunity again. This is often done if an applicant's response to a question used in eligibility rules has been corrected or if an eligibility rule has been changed. 
 
Retesting can be done for one or more applicants, and retesting can be done for one opportunity or multiple opportunities in a batch.
 
Universal Application: Retest Eligibility contains instructions and key scenarios to consider with retesting. 
 

On this tab, a failed eligibility result for an applicant can also be overridden. Universal Application: Override Failed Eligibility Status contains instructions.

The Ineligible Universe Requests tab displays any universe requests submitted by applicants who were found ineligible for all opportunities in a universe. These applicants' requests would not have been visible on your dashboard once they submitted the common portion of the universal application.ineligible universe requests

 

The Untested Opportunities tab allows universe requests to be tested against the eligibility rules for an opportunity they have not yet been tested against. This is necessary in two situations. 

  • After adding a new opportunity to a universe that has already accepted applications.
  • After toggling on an opportunity that was previously toggled off when the universe already accepted applications.

Universal Application: Test Untested Opportunities contains more details. 

Was this article helpful?
0 out of 0 found this helpful
Return to top