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Eligibility checklists can be added to people manually, automatically or using the Automatically create eligibility/intake checklists tool. Once there, a checklist can automatically calculate its status, have that status overridden and have its properties "frozen".
Field |
Description |
Frozen |
A "frozen" checklist will never have its status, items present or items missing re-calculated by VSys. For an eligibility checklist used solely for initial intake, you can use this to finalize the checklist once it's complete for a person and not worry about its status being changed in the future. |
Start date |
Optional; use to indicate when the checklist process was started. |
Override status |
Checking this and entering your own status will have VSys use that status instead of the one it would calculate automatically. |
Comments |
Notes or comments to be included on any reports. |
Status |
The status that VSys calculates automatically. Click Re-check to have VSys re-evaluate the status of the checklist based on the person's current properties. |
Items present |
Rules for the checklist which pass their criteria, including the objects which let it do so. |
Items missing |
Rules which do not pass their criteria. Objects which would be used to pass but are ineligible due to filters are displayed as well if present. |