Qualification Rules
The same condition mechanism as pricing, used to assess member eligibility — rules that aren't met show up as qualification alerts.
What it is
Qualification rules use the same condition mechanism as pricing, but instead of a charge they evaluate a member’s eligibility — returning a met / not-met result. Beyond the usual conditions, you can add a “valid qualification” condition that checks the member holds a valid (unexpired) certificate of a given type. A rule can be tied to a specific certificate type, so it is only assessed for members who hold it.
Rules are evaluated against the member’s current state. When a member fails a rule, it shows up as a qualification alert — alongside the separate alerts for expired or soon-to-expire certificates. Alerts are sorted by severity (expired → failed rule → expiring soon) and can be found in the Dashboard as well as on a dedicated qualification alerts page. For an individual member, a failed rule can be temporarily overridden by a manual entry (mark it as satisfied, or exempt the member from the rule), with a required effective date and a note.
How to use it
- Create a rule — define a new eligibility requirement at
/qualification-rules/newand optionally tie it to a certificate type.
- Open a rule — review or edit an existing rule at
/qualification-rules/[id]; editing creates a new version with an effective date. - Encode requirements — express qualifications and other requirements as conditions, including the valid-certificate condition.
- Act on alerts — work through failed rules in the qualification alerts and resolve them; use a temporary override where needed.
Related
- Pricing Rules — the same condition mechanism used to set prices.
- Members — the people whose eligibility is checked.
- Certificates & Licenses — the credentials these rules can require.
- Dashboard — where failed rules appear as alerts.