Matching Exclusions

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"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:

File:RW matchexl.png

  • 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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