To add match criteria to an allocations list

The procedure to add match criteria to an allocations list is as follows:

1. Navigate to Quick Menu > Allocations > Configuration > Allocation List. The Allocation List window is displayed.
2. Select an allocations list from the alphabetically sorted entries or type its name into the Search Allocation Lists field. By default the entries are filtered to show Current allocation lists. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
3. Click on Match Criteria. The Match Criteria tab is activated.
4. Click on New Match Criteria. The Match Criteria window is displayed.
5. Using the Match Criteria drop-down field, select an appropriate parameter value to define the default criteria i.e. the allocation need type used to match the applicant to the list, such as 'bathroom need' or 'number of bedrooms'.
6. Choose an Effective from date for this match criteria i.e. the date on which it came into effect 2.
7. Choose an Effective to date if the match criteria is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the match criterion will be continually valid.
8. Where the need value is to be automatically ascribed to an application based on qualifying match criteria, activate the Automatic tick box provided; otherwise proceed to step 13.
9. Click on Next. The Match Criteria Rules window is displayed, ready to define qualifying conditions that will control those specific needs being automatically ascribed to matching applications - click on Statement Builder to compile the logical expressions using application form questions or related components. This requisite step mirrors functionality covered separately in the topic Understanding the advanced statement builder.
10. With the desired statement algorithm Rule returned, choose the specific need Value to be included on the application via the corresponding drop-down field.
11. Click on Add. The new Rule and Value combination are displayed in the summary grid 3.
12. Alternatively, where a bespoke SQL stored procedure has been created to control the rule derivation process and applied value, enter its name into the Stored procedure field 4.
13. Click on Confirm. The new entry is displayed in the Match Criteria summary table.
14. Repeat steps 4 through 13 to add further match criteria to the selected allocations list.
15. Click on Save 5.

Note

1 The Search Allocation Lists field will match against any element of the allocation list description.

2 The Effective from date defaults to the current system date and cannot be left blank.

3 To remove an existing condition statement, select the corresponding row in the grid and click on Remove.

4 Where automatically assigned need values are steered via a custom stored procedure, a separate Rule algorithm cannot coexist.

5 To amend the details of an existing match criterion, double-click on the desired entry in the Match Criteria summary table and repeat steps 5 through 15.

See related topics...

Allocations list maintenance overview

To create a new allocations list

To add a points priority weighting to an allocations list

To add a joining rule to an allocations list

To define an allocation match criteria field

Understanding the advanced statement builder