Register and Form templates can have contract or Service Provider related “Eligibility Criteria” set up by an Assurance administrator. A typical example of Eligibility Criteria would be Professional Indemnity Insurance of a certain value for the Supplier, Service Provider or Person "Entity" or particular qualifications/certifications such as Working with Children Checks for Volunteers.
When a new form submission is created, these eligibility criteria are then matched with the Credentials of the Supplier or Service Provider (Entity). If the Entity does not have the Credentials required to meet the Eligibility Criteria for the service or contract, the person responsible can either:
- Request the Credentials directly from the Entity (e.g.: Person, Service Provider or Supplier); or
- Renew or Upload the Credentials directly if they are already being stored elsewhere; or
- Approve or Mark the Credential as “not required" for that contract or Entity.