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Screening Guidelines Review

The Screening Guidelines are an optional field that is designed to be used as a guide/checklist for internal staff to follow when carrying out an initial screening of an applicant. 

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To view and update the Screening Guidelines please follow the below steps.

  1. Access Masters > Member Master > Screening Guidelines

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  1. Review your active settings (if applicable)

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  1. To edit or inactive any select the Pencil icon.

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In the editor screen, you can update:

Sequence - The order of how it shows on the Screen and Assign Page.

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Status -  If Active the value will show on the Screen and Assign page, if set to inactive it will not show.

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To create a new option select the + Icon.

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