create-default-eligibility-manager.md

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📔 Configure Default Eligibility Manager

This guide provides the step-by-step instructions to configure a Default Eligibility Manager

Prerequisites

A user should have a Program Manager role to configure a Default Eligibility Manager.

Note:

Refer Create User and Assign Role user guide to know how to assign role for a User.

Procedure

1. Click the main menu icon and select Programs.
2. The Programs screen is displayed.

Choose the programs module

3. Click the Configuration tab and then select the Default Eligibility Managers.

4. Default Eligibility Managers screen is displayed.

Default Eligibility Managers screen

Default Eligibility Managers screen provides dashboard view which lists all the Manager Names and the Program list.

In Default Eligibility Managers screen, the available features and their descriptions are:

Feature	Description
Create	Click the Create button to create new default eligibility manager
	Click the Export All button to download the details in excel format
<	Click the Left arrow to go the previous screen
>	Click the Right arrow to go the next screen
Filters	Click the Filters link and then select Add Customer Filter. Add Customer Filter The advanced filter option allows you to define conditions and criteria to refine the search results. Select the Add Customer filter and then select the appropriate option in the first drop-down to display the specific data based on the option selected. Select the criteria in second and third drop-down to refine the search results. Click the Apply button to display the data based on the search Note: To enhance the search, click the Add a condition button and follows the steps given in Add Customer Filter option
Group By	Click the Group By link and select the option Program The Default Managers are grouped below each program Click the Group By link, select Add Custom Group and then select the appropriate options in the drop-down to display the specific data based on the option selected. Click the Apply button to display the data based on the search
Favorites	Click the Favorites link, select Save current search and then check the appropriate options. The valid values are: Use by default Share with all users Click the Save button to display the data based on the search Click the Import records. Import a file screen is displayed. Click the Upload file button, navigate to the file, and import the file in excel or CSV format Click the Cancel button to exit the screen
Search	This field is filled when the available option are selected in Filers, Group By, Favorites

5. Click the Create button. The Default Eligibility Managers/New screen is displayed.

Default Eligibility Managers/New screen

In Default Eligibility Managers/New screen, the features and their descriptions are:

Feature	Description
Name	Enter the name of the eligibility manger
Program	Select the program name from the drop-down for which the eligibility manager is created
Domain
Match all records	Retrieves the data which matches all records
	Click the Records button. The Selected records screen is displayed. Note: By default the list of three records are listed in the Selected records screen. Click the Cancel button to close the Selected records screen.
	Click the Refresh button to refresh the screen
Add filter	Click the Add filter button to set eligibility criteria using Domain Filters. You may set multiple eligibility criteria. Click the Add filters button. The multiple criteria fields are displayed. Select the multiple criteria such as ID, condition and count. Click the x button to remove the entry in the criteria fields. Click the + button to add new multiple criteria field. Click the ... option to display fields in Any of section. The multiple criteria fields are displayed. Note: You can click the ... option to add n number of Any of section The value chosen in the multiple criteria fields are displayed in the Code editor. In the Match records chose one of the followings: Select All to display the data belongs to All section Select Any to display the data belongs to Any of section

6. Click the Save button to save the eligibility manager and it will be listed under the eligibility manager list view page.
7. Click the Discard button to discard the changes and go back to Default Eligibility Managers list view page.