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Review & Approve: Eligibility Check

Where the Program Manager has enabled the Eligibility Check step for a funding program, the workflow will update in the Application Round stage accordingly.

External Assessor Review and Approve workflow updates

When a user selects the Eligibility Check step (enabled once the Application Round is published), a screen displays showing commenced or received applications.

External Assessor Eligibility Check screen

Once an application status reads as "Submitted", an Eligibility Check can be performed by program members with the Assessment Panel permission.

Check Eligibility

In the Application table, select Check Eligibility for applications with a status of Submitted.

Check Eligibility button

The Recipient's application displays in a new window, their submission content displays on the left-side of the window, and an Eligibility review displays on the right. To start a review, select Review.

Review Eligibility of application window

Follow the instructions to reach a decision, enter comments to explain the reason for the decision, and select the Yes or No decision button.

Review Eligibility window

Enter comments about the eligibility decision and choose either Yes (the Recipient is eligible for formal review) or No (the Recipient is ineligible to proceed to formal review) decision - the Eligibility review is then marked as complete and the application can move to the next stage.

Once at least one Eligibility Check has been completed, the next step opens - Review Preparation & Assign Assessors.