📔Verify Eligibility of Registrants in a Cycle
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This document provides instructions on verify eligibility of registrants in a cycle.
The user must have a Program Manager role.
A program must have a Cycle with enrolled registrants.
Notes:
Verify Eligibility feature is used after the beneficiaries are enrolled in a Cycle and if there is a need to reassess the enrolled beneficiaries based on the scenarios such as,
If the program manager has not modified the criterion when enrolling the beneficiaries.
If it becomes necessary to confirm the enrolled beneficiaries' eligibility based on the recently introduced criterion in a cycle.
If the enrolled beneficiaries must be reassessed based on the ad hoc criterion.
If the program manager adds a criterion that was overlooked during beneficiary enrollment.
Verify the Cycle has enrolled registrants.
For example, the program Needy has a Cycle 1 with enrolled registrants.
In the Programs Needy screen, add a new criterion in the Configuration tab to enroll the eligible registrants among the currently enrolled registrants in Cycle 1 based on the added new criterion.
For example, a new criteria Phone Numbers > Country is added in the Eligibility Manager in the Configuration tab.
Click the Save button.
Click the Cycles tab and Open cycle form.
Programs > Needy > Cycle 1 screen is displayed.
Click the Verify Eligibility button.
Click the Beneficiaries tab.
Programs > Needy > Cycle 1 > Cycle Members screen is displayed.
You can find beneficiaries are enrolled based on the appended criteria.
The currently enrolled registrants in a Cycle who are not eligible based on added criterion, the status becomes Not Eligible.
Verify Eligibility in a Cycle screen enrolls only currently enrolled registrants based on the added criterion.
