Siebel Partner Relationship Management Administration Guide > Partner Programs Administration > About Eligibility Administration >

Creating an Eligibility List Manually

To create an eligibility list manually, you enter information about each partner program to generate a picklist. Note that this method might not be practical for a long list of partner programs. If you have a lot of partner programs, see Creating an Eligibility List Using Analytics Data Load.

Use the following procedure to create an eligibility list manually.

To create an eligibility list manually (brand owner)

1. Navigate to Partner Programs screen > Membership Administration link and drill down on the program for which you want to create an eligibility list.
2. On the Eligibility Administration tab, click on one of the following links for the type of list you are creating.
   • Eligible Partners. An Eligible Partner list defines who can apply for a program. It determines whether a partner meets the criteria to apply for the partner program. On the PRM Portal, partners will see the Apply button only on programs for which they are eligible.

     NOTE:  Clicking on the Available to All check box will override this list. Make sure that Available to All is not selected if you want to use an Eligible Partners list.

   • Renewal Eligible. A Renewal eligibility list determines which partners can renew their membership to a partner program. Renewal eligibility determines whether the Renew button is active on the PRM Portal.
   • Approval Eligible. An Approval Eligible list determines which partners are automatically approved for a program. The approval eligibility is associated to the approval method you chose on the Program Design view.
3. Click Add and select the partners from the picklist.
4. Optionally, you can use the Add List button to import a list of partners that must be defined in a list on the List Management > Partner List.