Configure Eligibility in License and Permit Playbook

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • The eligibility criteria in License and Permit Playbook allows an agent to confirm whether an applicant is eligible for the specific license or permit requested.​

    The License and Permit Playbook uses eligibility criteria, a series of questions posed to an applicant, to determine whether they are eligible to apply for a license or permit. Using a set eligibility criteria for License and Permit Playbook may aid in deflecting applications in which the applicant is not eligible to obtain a license or permit.

    Eligibility criteria is established by performing the following three activities:
    • Creating a checklist template for the license or permit class.
    • Adding the eligibility checklist to the license or permit record producer.
    • Mapping it to the respective license or permit class.

    If the applicant fulfills all the eligibility criteria, then the agent can proceed in creating a case for the applicant.​ If the applicant does not fulfill at least one of the eligibility criteria, an agent cannot proceed in creating a case for the applicant.