To adjust the criterion of a match list

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Any category of resource - an asset, a non-organisational asset or a service - can be linked to a default waiting list with inherent match criteria. When the Match List function is applied to the resource, all applicants identified as a potential match are displayed. On occasions, it might be necessary to identify applicants through an alternative waiting list; hence functionality is provided to revise the match list, choosing a different waiting list and defining criteria to highlight specific needs recorded against each application. The filtered results can then be reordered, as required, thus giving focus to subsequent activities within the matching process.


The procedure to adjust the criterion of a match list is as follows:

  1. Prerequisite procedural steps are covered separately in the topic To generate a match list for a resource. Refer to these before proceeding to step 2.
  2. Click on Revise Match List. The Revise Match List (Select Waiting List) window is displayed, revealing the default waiting list for the resource.
  3. Using the Waiting List drop-down field, select an alternative waiting list, as required, to link the desired applicant membership list to the resource.
  4. Click on Next. The Revise Match List (Match Criteria) window is displayed.
  5. Using the Match Criteria drop-down field, select the first need against which the waiting list will be filtered e.g. Number of Bedrooms, Floor Level, Medical Condition, etc.
  6. Using the Value drop-down field, multi-select all corresponding need values to control the desired filter, or choose the All option, as required 1.
  7. Click on Include New Match Criteria. The entry is displayed in the Match Criteria summary table 1.
  8. Repeat steps 5 through 7 to add a further condition to the filter.
  9. Click on Create Match List. The resulting subset of applicants is displayed in the Match List summary table 2.
  10. Click on Save.


Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then de-select individual items from the full list, as necessary; the All tick box will be automatically removed once an item is de-selected.

2 By default, all list members are displayed in order of priority (position); to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 To remove an existing filter condition, select the corresponding row in the Match Criteria summary table and click on Remove Match Criteria.


See related topics...

Match list management overview

To generate a match list for a resource

To restore the default match list criterion