Matching Exclusions
From Charitylog Manual
Revision as of 10:22, 2 May 2018 by Rduheaume (talk | contribs) (Created page with "right File:Menu_matchingexcl.png Matching exclusions are away to stop Clients being matched with a Worker based on a set condition. They a...")
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.
