Using Your Own Screening Tools with Public House

For organizations not using Public House Screening Forms, it’s important to add records following the parameters outlined below. These fields are required to ensure the candidate pool and invitation functionalities operate correctly.

Contact Creation

• First Name
• Last Name
• Email
• Phone

Screening Campaign

For Candidate Pools and Application/Service File creation to function correctly, please refer to this article for configuring a Screening Campaign.

Campaign Member Creation

• Record Type = Screening Campaign Member
• Contact
• Status = Prospect
• Waitlist Join Date
• Most Recent Update
• Screening Submission
• Minimum Income Exemption
• Campaign Member Custom Tag Checkbox Fields

Screening Submission

• Record Type = Screening Submission
• Campaign
• Contact
• Eligibility
• Combined Annual income
• Household Size 
• Email Verification = Confirmed
• Combined Assets
• Total Debt
• Minimum Income Exemption

Here is the full list of Screening Submission fields included in the Public House managed package.