Learn how to require admin users to input a reason when marking an application as ineligible.
What's included in this article?
Configuring Ineligibility Reasons
Navigate to Settings > Applications tab to enable the feature: Require Admins to Enter an Ineligibility Reason.
The Data Source: "Applicant Ineligibility Reasons" will be pre-selected for use once the feature is enabled. You have the option of including an "Other" reason.
To review the list of default "Applicant Ineligibility Reasons" to make edits for your organization, navigate to Settings > Custom Data > Custom Data Sources > Applicant Ineligibility Reasons. Use the + and trash icons to add or remove reasons to meet your needs.
The default custom data source includes the following reasons:
- Applicant did not meet one or more of the criteria for eligibility
- Applicant did not meet residency requirements
- Applicant did not meet income verification requirement
- Applicant did not provide required information
Selecting an Ineligible Reason
As an admin, select the status of Ineligible from within a single application or use the Bulk Action option > Set as Ineligible for multiple applications.
When the status of Ineligible is assigned, a pop-up modal will be displayed for the admin user to select the ineligibility reason, and then the "Set as Ineligible" button.
The final step is to click "Save Application" in the upper righthand corner.
Note: The ineligible reason assigned by the admin is not displayed to families on the Guardian Dashboard.
Reporting on Ineligibility Reasons
Ineligibility Reasons can be included in Reports or Saved Views by selecting this field as a column in your report or view: applications.ineligibility_reason
- If you enabled the "Other" option, also include this field:
applications.ineligibility_reason_other
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