How can I verify a person's eligibility for a goal plan assignment?

Use the Check Person Eligibility button in the Eligibility profiles section of the goal plan to verify a person's eligibility.

On the Check person eligibility panel, select the person and the effective date. Then select Check Eligibility.

If many eligibility profiles exist, then you can see these results:

  • Overall eligibility status

  • Eligibility status for each eligibility criteria

  • Reason why a person is ineligible for a particular criteria