Eligibility Center for Eligibility Quiz

If you're using the Universal Application feature, please refer to this article instead: Eligibility Center for Universal Application

Overview

The Eligibility Center is a page that allows you to search for, view, and manage eligibility quiz results and forms. Each tab on this page gives you specific search and action options. 

To access this page, click Search in the upper navigation bar, then click Eligibility Center.

Eligibility Results Tab

The Eligibility Results tab allows you to view applicants' eligibility results (pass/fail) and retest eligibility if needed. You can search for a specific applicant by name, or based on criteria such as a date range. Please be aware that after clicking Search it may take a while to load, depending on the search criteria you have entered. 

The eligibility results display in a one row per process format. For each applicant in your search, you'll see their pass/fail result for each process tied to the eligibility form.

On this tab, you can also: 

• Send a batch email.
  
  
• Perform a quick export. 
• Click an applicant's last name to navigate to their User Summary page.
  
  
• Click a Passed or Failed status to see details related to the eligibility rules.
  
  
  • If you click a Failed status, the message will display details about which specific rules the applicant did not pass.
    
    
  • The message will also inform you if the applicant's responses to eligibility questions or the eligibility rules themselves have been changed since the current status was generated. If this is the case, it's recommended that you retest eligibility for the applicant to see their most up-to-date status for the process.

Retest Eligibility

Retesting eligibility for an applicant tells the system to check the applicant's responses against the eligibility rules for a process again. This is often done if you've corrected an applicant's response to a question used in eligibility rules, or if you've changed an eligibility rule.

Retesting can be done for one or more applicants, and you can retest for one process or multiple processes in a batch.

Click the arrow icon to retest an applicant's result for a specific process.

A pop-up will appear indicating whether the applicant passed or failed eligibility for that process. If the applicant failed eligibility, you'll see details about which rules they didn't pass.

You can also select multiple results for one or more applicants, click Batch Options, then click Retest Eligibility.

There are two key scenarios to consider after retesting:

1. If an applicant has already started or submitted their LOI or application for a process, they will not be affected if found ineligible for that process during retesting.
   • This means the applicant can still submit their request if it's in draft status, unless you as the administrator abandon the request.
   • If the request was already submitted, you might choose to deny the request in this scenario.
2. If an applicant is now eligible for another process after retesting, they will see the option to apply on the Apply page.
   • Best practice is to communicate with the applicant in this scenario, because they're not automatically notified about the newly available process.

Eligibility Forms Tab

The Eligibility Forms tab will display a list of eligibility forms in your site, with the number of active (turned on) and inactive (turned off) processes that each form is attached to. Enter the name of a specific eligibility form, or leave the search criteria blank and click Search to view all eligibility forms in your site.

Click the active or inactive Number for an eligibility form to see the process names.

Reopen an Eligibility Form

Click the Arrow icon to reopen an eligibility form for all applicants.

Once the eligibility form is reopened, applicants are required to submit it again before they can start a new request for any processes tied to the form. If applicants have already started or submitted their LOI or application for a process, this will not affect those requests.

Please note that this reopens the eligibility form for all applicants. Refer to the Eligibility Submissions Tab section below for instructions on reopening the eligibility form for a specific applicant instead.

Eligibility Submissions Tab

The Eligibility Submissions tab allows you to view applicants' eligibility form submissions and reopen the eligibility form for them if needed. You can search for a specific applicant by name, or based on criteria such as a date range. Leaving all criteria blank and clicking Search will show you all eligibility submissions in your site, but please be aware this could take a while to load! 

The eligibility submissions display in a one row per form format. For each applicant in your search, you can view their responses to each eligibility form they filled out. Click the Paper icon to view their responses.

Reopen an Eligibility Form for Specific Applicants

Eligibility Processes Tab

The Eligibility Processes tab will display a list of processes that are tied to an eligibility form. Enter the name of a specific eligibility form to only view processes tied to that form, or leave the search criteria blank and click Search to view all processes tied to any eligibility form in your site.

Click the Paper and Pencil icon next to a process in the list to view or edit the eligibility form tied to it.

You can also retest eligibility for a process by clicking the Arrow icon next to a process in the list. This will retest applicants' responses against the eligibility rules for that specific process.

 

Activate/Deactivate Eligibility Forms

For any process in the list, you can activate or deactivate the eligibility form it's tied to by toggling the form on or off.

You can also check the boxes next to multiple processes in the list, click Batch Actions, then click Activate Selected Eligibility or Deactivate Selected Eligibility to activate/deactivate eligibility forms in a batch.

When an eligibility form is activated, applicants must submit the eligibility form before gaining access to the process (if eligible). When the eligibility form is deactivated, applicants won't need to submit the eligibility form but will need the access code for the process to start a request.