Contents

• Overview
• What are Eligibility Results?
• Step-By-Step Instructions
  • Access Eligibility Results
  • Review Eligibility Results
    • Eligibility Results Page Overview
    • View an Applicant’s Eligibility Responses
• Related Articles
   

Overview

This step-by-step guide shows Program Admins in Next how to use view applicants’ responses to Eligibility Forms*.

*An Eligibility Form checks whether someone qualifies to apply to your program. For help creating a form, see ➡️Eligibility Forms.
 

What are Eligibility Results? 

The Eligibility Results screen in Next lists all applicants who completed the Eligibility Form and their eligibility status (Eligible or Not Eligible). From the screen, you can open an applicant's form to see their responses. 

• Use eligibility results to:
  • See who completed the Eligibility Form.
  • Understand why applicants were marked Eligible or Not Eligible.
  • Identify possible errors in eligibility status.
  • Keep records for reporting and compliance.

• Who can view eligibility responses:
  • Program Owners
  • Program Managers
  • Program Staff
     

⚠️Important Notes

• Signed-In Submissions Only: Eligibility results only appear for applicants who are signed in. If someone completes the form while previewing (not signed in), their responses won’t appear. They’ll need to complete the Eligibility Check again after logging in.
   
• Disqualifying in Intake: If an applicant incorrectly passes eligibility and is actually not eligible, you can disqualify them during Intake. For help, see ➡️Manage Applications During Intake. 

Step-By-Step Instructions 

Access Eligibility Results

1. Open the Program. 
   
   
    
2. Click Eligibility Results in the left-hand menu. 
   
   

Review Eligibility Results 

Eligibility Results Page Overview 

The Eligibility Results table shows a summary of all applicants who completed the Eligibility Form (including applicants who did not continue to the Intake Form). 

You’ll see:

a. Applicant Name: The name of the organization or individual. (Click the sort arrow next to the column title to sort alphabetically. Click again to reverse the sort order). 

b. Email: The contact email provided by the applicant in the Profile Form.

c. Submitted: The date and time the Eligibility Form was submitted. (The list defaults to show most recent first; click the sort arrow to reverse the order).  

d. Eligibility: The applicant’s eligibility status ➜  Eligible, Not Eligible, or Maybe not eligible (this is for cycles with informative eligibility set up). 

Adjust Your View: 

a. Filters: Filter the list by eligibility status (Eligible or Not Eligible). 

b. Show per Page: Choose how many applicants to display per page  (up to 100 max per page). 

💡 Tip: If you have a large number of submissions, check Total Results in the bottom-left corner to make sure you've viewed them all. 
 

View an Applicant’s Eligibility Responses

To view an applicant’s responses to the Eligibility Form: 

1. Click the hyperlinked Applicant Name in the first column. 
   
   
    
2. The applicant’s Eligibility Form responses open. Scroll to review them. 

📌 Notes: 

• Whether applicants who are “Not Eligible” can proceed to your Intake Form depends on your Eligibility Form settings (Informative vs. Preventative). See ➡️ Eligibility Forms for more details.
   
• Need to change an applicant's status from “Not Eligible” to “Eligible”? See ➡️Changing an Applicant to "Eligible."

Related Articles 

➡️Eligibility Forms
➡️Manage Applications During Intake 
➡️Changing an Applicant to "Eligible"

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