Managing Resource Preferences
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The allocation of Resources to Appointments can be a delicate process as many Participants have preferences on who they want to work with (and sometimes even who they don't). Maica Client Care provides the ability to set a number of preferences described here which are taken into account when presenting a list of available and appropriate resources.
We offer your end users to configure preferences across 3 different categories, including:
| Preference Category | Description |
|---|---|
Resource Preferences | This refers to the ability to set preference for specific Resources, such as wanting to only work with a particular person or not wanting to. |
Resource Skill Preferences | This refers to the configuration of required or preferred Skills for Resources such as languages spoken or the ability to administer medication. |
Resource Attribute Resources | This refers to the ability to configure preferences based on the attributes (fields) of a Resource, such as gender or age for example. |
Adding new Preferences
The best way to get started with configuring preferences is to go to a Contact profile and click the Manage Preferences button as shown below.
Once you click this button, the below screen will present itself which allows you to add new preferences or edit existing ones.
To add a new Preference, simply click on the Add button on the top right of this screen and select which type of Preference you would like to set up. Once selected, a screens following the below layout will be presented and accept the following input fields.
Adding/Editing a Resource Preference
| Input Field | Description |
|---|---|
Resource Lookup | This looks up the Resource with whom the Participant wants to set a Preference. This will bring back a list of all Resources where |
Preference | This allows for one of three choices, including: 1. Required 2. Excluded 3. Preferred |
Start Date | The start date at which the Preference becomes effective. |
End Date | The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective. |
Adding/Editing a Resource Skill Preference
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| Input Field | Description |
|---|---|
Skill Lookup | This shows a list of all available Skills and allows you to select one to configure as a Preference. |
Preference | This allows for one of three choices, including: 1. Required 2. Excluded 3. Preferred |
Start Date | The start date at which the Preference becomes effective. |
End Date | The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective. |
Adding/Editing a Resource Attribute Preference
| Input Field | Description |
|---|---|
Resource Attribute Lookup | This lists all Resource attributes (or fields) that are available for selection to set up a Preference based on this attribute. |
Resource Attribute Value | If a Resource attribute is selected, a second input is shown to capture the value of this attribute. This could include |
Preference | This allows for one of three choices, including: 1. Required 2. Excluded 3. Preferred |
Start Date | The start date at which the Preference becomes effective. |
End Date | The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective. |
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