A subset of applicants included on a waiting list can be defined by the end user, providing visibility of specific needs recorded against each application. The filtered results can then be reordered, as required, thus giving focus to subsequent allocation activities.
The procedure to apply a user defined filter to a waiting list is as follows:
- Navigate to Quick Menu > Allocations > Allocation Management > Waiting Lists. The Waiting Lists window is displayed.
- Expand an application type from the alphabetically sorted entries and select an associated waiting list, or type the name into the Search Waiting List field. By default the entries are filtered to show Current waiting lists. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations
1.
- The List Members summary table reveals all applicants included on the waiting list.
- Click on Filter List. The Filter List window is displayed.
- 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.
- Enter a desired Value for the selected match criteria, in the format governed by the data type and associated criteria i.e. Date Only, Date Time, Decimal, Integer, Lookup (Address, Contact, Contact Group, Table, Standard or System), Text, Time Only, True or False, User Defined Field Lookup, or Functional Unit. For lookup data types, multi-select all corresponding need values to control the desired filter, or choose the All option, as required
1.
- Click on Add Filter. The entry is displayed in the Match Criteria Filter summary table and assigned the first filter order level 2.
- Repeat steps 5 through 7 to add a further condition to the filter. The system will automatically assign the next available filter order level 3.
- Click on Confirm. The resulting subset of applicants is displayed in the List Members summary table 2.
- Click on Close. The applied filter is cleared in preparation for subsequent waiting list analysis.
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 The Search Waiting List field will match against any element of the waiting list description.
2 To remove an existing filter condition, select the corresponding row in the Match Criteria Filter summary table and click on Remove Filter.
3 The filter order level controls the sequence in which applicants will be filtered.
See related topics...
Waiting list management overview
To clear a user defined filter from a waiting list
To view the membership of a waiting list
