Eligibility Entry
Create school, programme, project-year, support, and plan recommendation from assessment outcomes.
Convert Eligibility → Admission
Enter the Eligibility ID and create the linked Admission record.
Create Plan from Eligibility
Enter the Eligibility ID and create the linked Plan record.
Staff Workflow Shortcuts
Use the page based on staff role and workflow stage.
Assessment Staff
Assessment Entry Flow
Record assessments before eligibility recommendation.
Open Assessment Hub
Eligibility Desk
Eligibility + Plan + Admission
Save eligibility, create plan, then convert to admission.
Open Eligibility Desk
Quick Actions (Same Eligibility ID)
Run Plan + Admission creation quickly using the same Eligibility ID.
Eligibility Status Guard
Recommended flow: Only use Create Plan and Convert to Admission after setting
Eligibility Status = Eligible. This ensures clean data flow into Plan and Admission.
Complete Eligibility Workflow
Create Plan and Admission together from one Eligible record.
Activate Project-Year from Eligibility
After Admission, activate Project-Year linkage for operational tracking.
Complete + Activate Full Workflow
From one Eligible record: create Plan, create Admission, and activate Project-Year.
Workflow Status Strip
Step 1
Eligibility
Step 2
Plan
Step 3
Admission
Step 4
Project-Year
Post-Activation Navigation
After full workflow completion, move directly to Project-Year operations.
KPI Integration (Next Stage)
After Project-Year activation, all data from Admission, services, and participation will feed into KPI tracking automatically.
Ready to complete full workflow?
Run Complete + Activate in one step