Difference between revisions of "Matching Exclusions"
From Charitylog Manual
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Examples: | 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: | 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: | ||
| Line 19: | Line 21: | ||
[[File:RW_matchexl.png]] | [[File:RW_matchexl.png]] | ||
| − | *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. | ||
Latest revision as of 12:22, 21 February 2023
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.
