Reevaluating eligibility by checklist

  1. Select Learning and Development > Checklists > Maintenance.
  2. On the Ineligible Checklists By Checklist tab, select the checklists for which to reevaluate eligibility, and select Actions > Reevaluate Eligibility.
  3. Specify this information:
    Reason
    Select the reason for reevaluating eligibility.
    When Active

    You can let the checklist value for this field default from the checklist, or you can select what should happen to ineligible resource checklists if they are currently in Active Status (Inactivate or Cancel).

    When Draft

    You can let the checklist value for this field default from the checklist, or you can select what should happen to ineligible resource checklists if they are currently in Draft Status (Delete or Cancel).

  4. Click OK.

    The ineligible resource checklists that were inactivated are displayed on the Ineligible Checklists By Resource tab and on the Ineligible Resource Checklists panel on the Ineligible Checklists By Checklist tab. The checklist components are not changed so that learning managers can determine for each checklist whether it should be canceled or completed.

    Ineligible resource checklists that were canceled are moved to Learning and Development > Reports > Checklist History (Canceled tab). They can be reactivated.

    Deleted resource checklists are removed from the system.