Changing resource checklist eligibility groups

One scenario for wanting to change an eligibility group is when you mass assign a number of resources belonging to an eligibility group to a checklist, then assign a new resource that meets the eligibility group criteria to the same checklist without using the mass assign action. The mass assigned resource checklists are associated with the eligibility group, but the resource assigned with the Assign Checklist action is not. If you want the resource to be included when you perform a Reevaluate Eligibility action, you must associate the resource with the eligibility group.

Note: You can only change the eligibility group for Active resource checklists.
  1. Select Development Planning > Checklists > Assignment.
  2. On the Checklists tab, select the checklist to which the resource checklist is assigned.
  3. In the Resources panel, select the resource checklist.
  4. On the Resources panel, select Actions > Change Eligibility Group.
  5. On the Change Eligibility Group form, select the eligibility group to assign to the resource checklist, and click OK.
    Note: You can also perform this action on the Resource Checklists tab of Development Planning > Checklists > Monitoring.