Contents

• Overview
• What is an Eligibility Override?
• ⚠️ Important Notes
• Step-By-Step Instructions
  • Access Eligibility Results
  • How to Change an Applicant’s Eligibility from “Not Eligible” to “Eligible”
  • What Happens After You Make an Applicant Eligible?
  • Related Articles

Overview

This step-by-step guide shows Program Admins in Next how to change an applicant's eligibility status from “Not Eligible” to “Eligible” on an Eligibility Form*.

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

What is an Eligibility Override? 

An eligibility override allows Program Admins to manually change an applicant's status from “Not Eligible” to “Eligible,” so they can continue with the application process.

Use an eligibility override when:

• An applicant was incorrectly marked “Not Eligible” due to an error in how they answered the Eligibility Form.
• You've confirmed the applicant qualifies and want to allow them to proceed.
• A special exception has been granted for a specific applicant.

Who can override eligibility:

• Program Owners
• Program Managers

📌Note:  Program Staff can view the Eligibility Results page, but cannot override eligibility statuses.

⚠️ Important Notes 

• Overriding does not re-send the Eligibility Form: The applicant's original responses remain on file. Overriding their status simply allows them to move forward to the Intake Form(s). 
   
• Overrides cannot be reversed: Once you mark an applicant as “Eligible,” you cannot reverse it, and you cannot change a status from “Eligible” to “Not Eligible.” 
   
  • If you need to disqualify an ineligible applicant, you can do so during Intake. For help, see ➡️ Manage Applications During Intake. 
     

Step-By-Step Instructions 

Access Eligibility Results

1. Logged in as the Program Owner or Program Manager, open the program. 
   
   
    
2. Click Eligibility Results in the left-hand menu. 
   
   

How to Change an Applicant’s Eligibility from “Not Eligible” to “Eligible”

1. Locate the applicant in the Eligibility Results table. 
   💡Tip: Click the filter icon next to the Eligibility column to filter by “Not Eligible.” 
    
2. Click the hyperlinked Applicant Name to open their eligibility responses. 
   
   
    
3. Review the applicant’s responses to confirm the override is appropriate. 
    
4. Click Make Eligible in the upper-right corner. 
   
   
    
5. In the confirmation pop-up, click Confirm. 
   
   

What Happens After You Make an Applicant Eligible? 

1. Eligibility Status: The applicant’s status updates to “Eligible.” 
    
2. Email Notification: The applicant receives an automatic email about their updated status.
    
3. In the applicant portal, the applicant will see “You’re eligible” under the Eligibility Form tab and can continue to the Intake Form(s). 

Related Articles 

➡️Eligibility Forms
➡️View Eligibility Results