If you need to test eligibility for an opportunity you added or turned on in a universe after applications were accepted, refer instead to Universal Application: Test Untested Opportunities.
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 have corrected an applicant's response to a question used in eligibility rules or if you have 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.
User Role: Administrators are able to retest the eligibility of applicants for various reasons.
When to Retest Eligibility:
- Retesting eligibility for a single applicant may be useful if an administrator wants to see why an applicant was not eligible for a particular opportunity or if an administrator made a change to 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.
- Retesting eligibility for multiple applicants may be useful if an administrator has added or removed a common rule and needs to see which students are eligible or if an administrator has made a change to the rules for an opportunity and you need to determine if students are qualified.
There are two key scenarios to consider after retesting.
- If an applicant is now ineligible for that opportunity during retesting, the applicant can still submit their request if it is in draft status unless you as the administrator abandon the request. However, if the request was already submitted, you can deny the request in this scenario.
- 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. The recommendation is to communicate with the applicant in this scenario because they are not automatically notified about the new request.
Retest Eligibility for a Single Applicant
Use this approach to retest one applicant for one or more opportunities.
When running a retest, it is recommended to run a Quick Export in the Batch Actions of the results page to use as a before and after comparison. This will help to understand what changed after the retest.
- Click Search on the upper navigation bar, and then click Eligibility Center.
- Enter the applicable search criteria, and click Search.
- Click the arrow icon next to the student and opportunity to retest it.
- The Eligibility Rules: NOT ELIGIBLE pop-up will display indicating if the test passed or failed and includes which rule the applicant did not fulfill if failed. 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 an opportunity is retested 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 the student will need to be notified after retesting.
- If an opportunity is retested and it goes from Passed to Failed, the opportunity specific application does not automatically get denied or abandoned.
- The information will need to be tracked and those opportunity specific applications will need to be denied or abandoned accordingly.
- Email one or more students by checking the box next to each student name and then click Batch Actions, and then Send Email.
Retest Eligibility for Multiple Applicants
To retest all applicants for one or more opportunities, follow the steps below.
When running a retest, it is recommended to run a Quick Export in the Batch Actions of the results page to use as a before and after comparison. This will help to understand what changed after the retest.
- Click Search on the upper navigation bar, and then click Eligibility Center.
- Enter the applicable search criteria, and click Search.
- To retest all students in a certain opportunity, use the process filter to define the selection.
- Check All to select all students or check the box next to each applicable student name.
- Click Batch Actions, and then click Retest Eligibility.
- 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 an opportunity is retested 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 the student will need to be notified after retesting.
- If an opportunity is retested and it goes from Passed to Failed, the opportunity specific application does not automatically get denied or abandoned.
- The information will need to be tracked and those opportunity specific applications will need to be denied or abandoned accordingly.
- Email one or more students by checking the box next to each student name and then click Batch Actions, and then Send Email.
Universal Application: Override Failed Eligibility Status provides information on the override process.