To add a joining rule to an allocations list

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The procedure to add a joining rule to an allocations list is as follows:

  1. Navigate to Quick Menu > Allocations > Configuration > Allocation List. The Allocation List window is displayed.
  2. Select an allocations list from the alphabetically sorted entries or type its name into the Search Allocation Lists field. By default the entries are filtered to show Current allocation lists. An alternative filter can be applied using the Select view drop-down field: Expired, Future or All combinations 1.
  3. Click on List Joining Rules. The List Joining Rules tab is activated.
  4. Click on New List Joining Rule. The List Joining Rule window is displayed.
  5. Enter a Name for the joining rule into the field provided e.g. Gold Band Points Score, Silver Band Points Score, etc 2.
  6. Click on Statement Builder. The Statement Builder For Allocation List Joining Rule window is displayed.
  7. Enter a Validation tag into the field provided by expanding the entity heading and selecting the desired field. Alternatively, typing the name into the Search Tags field will find all possible matches 3.
  8. Using the Expression drop-down field, select an appropriate value ( = <> < <= > >= In) for the condition.
  9. Enter the matching Condition into the field provided. Text and values should be entered directly i.e. without quotation marks.
  10. Click on And/Or to add a further condition to the same statement function. Use the drop-down field to change the expression operator. By default, And is displayed.
  11. Repeat step 10 to add further conditions, as required, adjusting the Order number to control the sequence of execution. The Up and Down arrows are available to increment or decrement the value, as required.
  12. Click on End Condition and Save 4. The statement identifier is displayed in the Rule field.
  13. Choose an Effective From Date for this joining rule i.e. the date on which it came into effect 5.
  14. Choose an Effective To Date if the joining rule is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the rule will be continually valid.
  15. Click on Confirm. The new entry is displayed in the List Joining Rules summary table 6.
  16. Click on Save.


Note

1 The Search Allocation Lists field will match against any element of the allocation list description.

2 System validation rules ensure that the name entered for each new list joining rule is unique.

3 The entity fields available for selection are filtered according to the relevant functional area e.g. Application Priorities, Application Form Questions, etc.

4 To remove an existing condition statement, select the corresponding row in the condition summary table and click on Remove And/Or Condition.

5 The Effective From Date defaults to the current system date and cannot be left blank.

6 To amend the details of an existing joining rule, double-click on the desired rule in the List Joining Rules summary table and repeat steps 6 through 15.


See related topics...

Allocations list maintenance overview

To create a new allocations list

To add a priority weighting to an allocations list

To add match criteria to an allocations list