Universal Application: Retest Eligibility

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 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 opportunity or multiple opportunities in batch.

There are two key scenarios to consider after retesting. 

1. If an applicant is now ineligible for that opportunity 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 opportunity after retesting, the system will automatically submit their request for that opportunity if there are no supplemental questions. If there are supplemental questions, the applicant can access the new request from their dashboard to submit it.
   • Best practice is to communicate with the applicant in this scenario because they're not automatically notified about the new request.

Retest Eligibility for a Single Applicant

This is the approach to take if you corrected the applicant's response to a common question on the application on their behalf and now need to see how this affects their eligibility for opportunities. You might also do this if you simply want to see why an applicant wasn't eligible for a particular opportunity.

1. Navigate to the Eligibility Results tab of the Eligibility Center.
2. Click the Arrow icon next to the student and opportunity that you want to retest.
   
   
3. A pop-up window will display letting you know if the test passed or failed and which rule the applicant did not fulfill. After reviewing it, click OK.
   
   
   • If the student is now eligible for an opportunity, the Status bar will change from Failed to Passed (or the opposite if they no longer qualify).
     
   • If you retest an opportunity and it goes from Failed to Passed, an opportunity specific application is automatically created and put in the draft status for the student.
     • The student is not automatically notified about the new application, so you'll need to communicate with them after retesting.
   • If you retest an opportunity and it goes from Passed to Failed, the opportunity specific application does not automatically get denied or abandoned.
     • You need to keep track of this information and deny/abandon those opportunity specific applications accordingly.
   • You can email one or more students from this page using a batch option.
     
     

Retest Eligibility for Multiple Applicants

This is the approach to take if you change an eligibility rule and need to retest eligibility for all/multiple applicants. 

1. Navigate to the Eligibility Results tab of the Eligibility Center. 
2. If you want to retest all students in a certain opportunity, use the Process filter to define your selection.
3. Check All to select all students or select specific students, and then click Retest Eligibility in the Batch Options.
   
   
4. Click OK to confirm that you would like to retest the number of results shown.
   
   
   • If a student is now eligible for an opportunity, the Status bar will change from Failed to Passed (or the opposite if they no longer qualify).
     
   • If you retest an opportunity and it goes from Failed to Passed, an opportunity specific application is automatically created and put in the draft status for the student.
     • The student is not automatically notified about the new application, so you'll need to communicate with them after retesting. 
   • If you retest an opportunity and it goes from Passed to Failed, the opportunity specific application does not automatically get denied or abandoned.
     • You need to keep track of this information and deny/abandon those opportunity specific applications accordingly.
   • You can email one or more students from this page using a batch option.
     
     

Eligibility Override

Universal Application: Override Failed Eligibility Status will provide further information on the override process.