Reevaluating eligibility by checklist type

  1. Select Development Planning > Checklists > Maintenance
  2. On the Ineligible Checklists By Checklist tab, click the Reevaluate Eligibility By Type link.
  3. On the Reevaluate Eligibility By Type form, Use the following guidelines to specify field values.
    All Checklist Types

    Select this check box if you want all checklist types (and therefore all resource checklists with eligibility groups) to be included in the reevaluation.

    Do not select a checklist type if you select this check box.

    Checklist Type(s)

    If you want to reevaluate only checklists of a specific type or types, select up to six checklist types. The action will reevaluate only the resource checklists of the selected types (that are associated with an eligibility group).

    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, as well as on the Ineligible Resource Checklists panel on the Ineligible Checklists By Checklist tab. Learning managers can determine for each checklist whether it should be cancelled or completed.

    Deleted resource checklists disappear from the system.