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.
Access Masters > Member Master > Screening Guidelines
Review your active settings (if applicable)
To edit or inactive any select the Pencil icon.
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.
To create a new option select the + Icon.
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