Eligibility screener

An eligibility screener is a short set of questions applicants answer before they can start an application. Depending on how you set it up, Backed judges the answers itself, staff decide them, or both. Eligibility is your organisation's own term if you've renamed it.

Before you start

Create the screener under Plan > Form templates > Eligibility Screeners with New Screener. Its option scores and rules are set on the screener's own fields there.

Add a screener to a round

1. On the round's Details step, choose it under Eligibility screener.
2. Under Screener settings, choose How applicants are judged:
   • Automatic: pass on the pass score, or when every rule is met. Everyone else is ineligible.
   • Manual: staff decide every response from the Pending eligibility tab.
   • Automatic, then staff: pass automatically where the answers allow it; every other response waits for staff.
3. Set the Pass score, or leave it blank to judge by the rules alone.
4. Write the Ineligible message and the Pending message applicants read.
5. Turn on Allow retake to let an applicant found ineligible answer again, and Show to Assessor to let assigned assessors see the answers and verdict.
6. Select Save screener.

Decide pending responses

1. Open the round and select the Pending eligibility tab.
2. Select Decide on a response.
3. Choose the Verdict: Eligible sends them a link to start their application; Ineligible sends them the round's ineligible message. Add a Reason.
4. Select Save decision.

For an applicant found ineligible, Allow retake lets them answer the screener again.

Require register facts

A round can require facts from the public business and charity registers before an application can be submitted. They are separate from the screener and from your organisation's own registration.

1. Open the round and select the Pending eligibility tab.
2. Under Register requirements, tick what the round needs: Active ABN, Registered for GST, DGR endorsed, ACNC registered, NZBN registered or Registered charity (NZ).
3. Select Save requirements.

A requirement is greyed out with Turn on <register> in Settings until your organisation turns that register on (see Business and charity registers). If a register is turned off later, a requirement the round already has stays, and you can still clear it.

An application that fails a requirement can't be submitted, and the applicant is told which one. If a register doesn't answer, the application is accepted and marked Not verified. The application's Register card shows each requirement as Met, Not met or Not verified. You need permission to edit and publish the round to change its requirements.

Change an application's eligibility

An application's Eligibility tab shows the screener answers, the score and who decided. From there, or for several applications selected in a list with Set eligibility, you can Mark eligible, Mark ineligible or Request more information. The applicant is not told until a decision reaches them. Assessment rounds can leave ineligible applications out with Exclude ineligible Application.

See also

• An application
• Assessment rounds