Difference between revisions of "Matching Exclusions"

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[[File:helpheader_small.png|right]]
 
[[File:helpheader_small.png|right]]
  
[[File:Menu_matchingexcl.png]]
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[[File:match_ex1.jpg|400px|alt="a screenshot of the matching exclusions button, highlighted in the admin menu."]]
  
 
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.
 
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.
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*Client has a Cat
 
*Client has a Cat
 
*''Worker is allergic to cats''
 
*''Worker is allergic to cats''
 
  
 
*Client requires a Male worker
 
*Client requires a Male worker
 
*''Worker is Female''
 
*''Worker is Female''
 
  
 
*Client requires a Female Worker
 
*Client requires a Female Worker
 
*''Worker is Male''
 
*''Worker is Male''
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[[File:match_ex2.jpg|700px|alt="a screenshot of a list of matching exclusions, as above."]]
  
 
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:
 
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:
  
[[File:RW_matchexl.png]]
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[[File:match_ex3.jpg|700px|alt="a screenshot of the matching exclusion entry page."]]
  
 
*'''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').
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Click the 'Save Details' button to submit your changes.
 
Click the 'Save Details' button to submit your changes.
 
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[[File:helpheader_small.png|right]]
 

Latest revision as of 11:06, 10 October 2024

Helpheader small.png

"a screenshot of the matching exclusions button, highlighted in the admin menu."

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

"a screenshot of a list of matching exclusions, as above."

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:

"a screenshot of the matching exclusion entry page."

  • 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.