Reevaluating eligibility by checklist

  1. Select Development Planning > 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:
    Note: All fields are optional
    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 appear 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. This allows the learning manager to determine for each checklist whether it should be cancelled or completed.

    Ineligible resource checklists that were cancelled are moved to Development Planning > Reports > Checklist History (Cancelled tab). They can be reactivated.

    Deleted resource checklists are removed from the system.