Check eligibility of an applicant

  • Release version: Australia
  • Updated March 18, 2026
  • 1 minute to read

    • Check eligibility of an applicant submitting through the Portal using the predefined eligibility rules created with Policy as Code Engine (PaCE).

    Before you begin

    Role required: sn_gsm_grnt_mgmt.program_manager, sn_gsm_grnt_mgmt.grant_director

    About this task

    Image of check eligibility screen.

    Procedure

    1. Review the information collected during the intake stage, and confirm that the information is complete and correct.

      If the agent is selecting the case from an unassigned queue, they will see the option to Assign to Me, which will update the case state from New to Screening. If the case is auto-assigned, they will see the option to Mark Complete.

    2. Correct any errors before submitting the application, and select Mark Complete.
      Select the pencil icon to navigate back to an Intake stage activity that needs to be corrected. If the proposal needs to be rejected, select Reject Application to update the case state from New to Screening Failed, moving it directly to Decision.
    3. To check eligibility using the predefined eligibility rules created with Policy as Code Engine (PaCE), navigate to , and select Check Eligibility.
      PaCE triggers an eligibility response for the Grant Program Manager to decide whether or not the proposal should continue for further review. Based on the provided responses, the system determines whether the applicant meets the eligibility criteria and classifies them as eligible or ineligible. The results are consolidated and displayed in this step for the agent to review.
    4. Review the results of the eligibility screening, and select Mark Complete if there are no changes to be made.