The procedure to define an allocation match criteria field is as follows:
- Navigate to Quick Menu > Allocations > Configuration > Allocation Match Criteria. The Allocation Match Criteria window is displayed.
- Click on New Match Criteria Field. All fields are activated ready for data entry.
- Enter a Description for the match criteria into the field provided e.g. Number of Bedrooms, Floor Level, Local Connection, etc.
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- Using the Company drop-down field, multi-select all companies for which this match criteria is relevant, or choose the All option, as required
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- Using the Entity Type drop-down field, select the resource area from which the criteria field is located i.e. Application, Asset, Asset Characteristic or Resource 2.
- Use the Name field to capture the appropriate match criteria for the corresponding entity. For assets, asset characteristics and resources, the desired match criteria will be selected via a filtered parameter list; for applications, the information can be recorded as a free text field, omitting any spaces and special characters 3.
- Optionally, where Asset or Asset Characteristic is selected as the overarching entity type, use the Related resource field parameter set to forge a link to the equivalent resource data field i.e. to ensure that those needs transcending organisation and non-organisation assets can be included just once on the same application form.
- Choose an Effective from date for this match criteria field i.e. the date on which it came into effect 4.
- Choose an Effective to date if the match criteria field is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the criteria field will never expire.
- Click on Save 5.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as required; the All tick box will be automatically removed once an item is deselected.
Note
1 System validation rules ensure that the description entered for each new match criteria field is unique for the effective period.
2 The Application option serves to capture those needs specific to the applicant rather than an asset or resource.
3 Where applicable, only those parameters linked to the chosen Entity Type are available for selection.
4 The Effective from date defaults to the current system date and cannot be left blank.
5 To amend the details of an existing match criteria field, select a criteria description from the alphabetical list or enter its name into the Search Match Criteria field. By default the list is filtered to show Current match criteria fields. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations. Only a limited number of fields can be updated once a record has been created.
See related topics...
System parameters overview
