How do I create and assign Eligibility Requirements?

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Eligibility requirements are an optional addition to all programs. They help make sure that applicants are in the right place and eligible to be considered by allowing you to set certain parameters that your applicants must agree to before starting an application. 

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How to create an Eligibility Requirement

1. Navigate to Programs and select Eligibility from the dropdown menu

2. Click the Add + button

3. Type in the requirement and click Create Requirement

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How to assign an Eligibility Requirement to an individual program

**Once an eligibility requirement is created, it must be assigned to the program(s) to which it applies. 

1. Navigate to Programs and select Programs from the dropdown menu

2. Click on the program that you would like to assign the requirement

3. Select Eligibility Requirements from the tabs along the top of the program editor that opens

4. Click the + next to any requirement that you would like to add to the program. This will move the requirement from the Available Requirements side to the Eligibility Requirements side. The Eligibility Requirements side represents all active requirements.

5. Click Close to save your changes

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How to assign an Eligibility Requirement to multiple programs

**Once an eligibility requirement is created, it must be assigned to the program(s) to which it applies. 

1. Navigate to Programs and select Programs from the dropdown menu

2. Select the checkbox next to the programs that you would like to assign the requirement

3. Navigate to Group Actions at the bottom left of your screen and select Edit Programs from the menu

4. Select Eligibility Requirements from the tabs along the top of the program editor that opens

5. Click the + next to any requirement that you would like to add to all the selected programs. This will move the requirement from the Available Requirements side to the Eligibility Requirements side. The Eligibility Requirements side represents all active requirements. The number in parentheses next to the requirement indicates how many programs the requirement is assigned to.

6. Click Close to save your changes

 

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