Difference between revisions of "Matching Exclusions"
From Charitylog Manual
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| − | *Text for Client Statement - This specifies the client side of the exclusion ('has cat'). | + | *'''Text for Client Statement''' - This specifies the client side of the exclusion ('has cat'). |
| − | *Roster Workers Response (Exclusion) Text - This is the worker part of the exclusion ('allergic to cats') | + | *'''Roster Workers Response (Exclusion) Text''' - This is the worker part of the exclusion ('allergic to cats') |
| − | *Notes - Note for this section only. | + | *'''Notes''' - Note for this section only. |
| − | *[[Display Order]] - The order the exclusion is displayed on the Matching Criteria tab of the Client and Worker. | + | *'''[[Display Order]]''' - The order the exclusion is displayed on the Matching Criteria tab of the Client and Worker. |
| − | *Active Preference? - When set to yes the exclusion is available for use. | + | *'''Active Preference?''' - When set to yes the exclusion is available for use. |
Click the 'Save Details' button to submit your changes. | Click the 'Save Details' button to submit your changes. | ||
Revision as of 10:54, 2 May 2018
Matching exclusions are away to stop Clients being matched with a Worker based on a set condition. They are set via the Matching Criteria tab of the Client and Worker record.
Examples:
Client has a Cat Worker is allergic to cats
Client requires a Male worker Worker is Female
Client requires a Female Worker Worker is Male
To edit an existing exclusion click on the Client Text label or click the 'Create New Rule' to add a new exclusion. Complete the following:
- Text for Client Statement - This specifies the client side of the exclusion ('has cat').
- Roster Workers Response (Exclusion) Text - This is the worker part of the exclusion ('allergic to cats')
- Notes - Note for this section only.
- Display Order - The order the exclusion is displayed on the Matching Criteria tab of the Client and Worker.
- Active Preference? - When set to yes the exclusion is available for use.
Click the 'Save Details' button to submit your changes.
