You can view the eligibility status of all of your Folios in your Folio view, by adding the Eligibility Status flag as one of the columns in your view.
You can do this by:
- Clicking on either Folios as a whole or selecting the Folio Category (e.g: Contracts) or template (e.g: Service Provider Contract).
- Click on the ellipsis and select Configure Columns:
- Type "Eligibility status" and select and add to your view. You can drag and drop the field to where you would like it to appear. Click on Save.
- Your Eligibility Status will now appear as one of your columns and you will see Green and Red dots appearing - Green indicates that all credentials have been provided and eligibility criteria have been met for the contract and Red indicates that Credentials are overdue and have not been provided.
- You can click on the dot and you will be taken to the Credential screen of the contract. You can now either Request the credential directly from the provider (tick the box/es next to the credentials required and select Request Credential) or upload the credential if you have it already on file.