Configure a Preference

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

This task requires the authority permission Setup: Preferences.

To configure or edit a preference:

  1. Go to Setup > Preferences > Preference.
  2. Click Add
  3. In Name, enter a name for this preference set.
  4. Choices are, Optional or 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 User Permissions, select the permission control for the user when this preference set is selected.
  6. Depending on the user permission selected, the panel on the right will redraw and show either Filters or Options. Configure as desired. We recommend you add one filter at a time and test each one with a test user as you build the entire criteria.
  7. Click Save.

Attach the Preference to the Preference Profile then attach the Preference Profile to the person.

Parent topic: Setup Preferences