Configure a Preference Profile

Review Preference Profile documentation prior to starting this task. Rules and job allocation passes use Preference Profiles to find matching jobs.

This task requires the authority permission Setup: Preferences.

To configure a Preference Profile:

  1. Go to Setup > Preferences > Preference Profile.
  2. Click Add
  3. In Name, enter a name for this Preference Profile.
  4. Optional | Required: If Institution Focus is turned OFF, supplying an institution is optional. If Institution Focus is turned ON, the application assumes the focused institution, but if <none> is set the application requires an institution to be selected.
  5. In Preferences, select the preference or preferences applicable to the selected preference profile.
  6. Click Save.

Attach the Preference Profile to the person.