Matching Exclusions

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.

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