If you're using the Universal Application feature, please refer to this article instead: Eligibility Center for Universal Application
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. Leaving all criteria blank and clicking Search will show you all eligibility results in your site, but please be aware this could take a while to load!
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 a Passed or Failed status to see details related to the eligibility rules.
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:
- 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.
- 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
Click the arrow icon to reopen the eligibility form for a specific applicant.
You can also check the box next to multiple applicants' submissions, click Batch Actions, then click Reopen Eligibility to reopen the eligibility form for multiple specific applicants.
Once the eligibility form is reopened for an applicant, they are required to submit it again before they can start a new request for any processes tied to the form. If the applicant has already started or submitted their LOI or application for a process, this will not affect those requests.
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.