Create Eligibility Manager under Program


This guide provides steps to create and configure the eligibility manager inside the program.


The user must have the Program Manager role.


  1. Navigate to Programs using the menu bar.

  1. Click on the program name for which configuration to be done.

  1. Navigate to the Configuration section on Program detailed view page.

  1. Click on Add a line in the Eligibility Manager section.

  1. Click on the Create button on the Add: Eligibility Managers pop-up window.

  1. Select the eligibility manager type.

  1. Once the name is provided to the eligibility manager, Create and Edit buttons will appear. Click on Create and Edit button to create an eligibility manager.

  1. Set the eligibility criteria's using Add Filter button on the creation page.

  1. Click on the Save button and then click on the Save & Close button which will save the eligibility manager to that program under configuration.

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