To create a new allocations list

The procedure to create a new allocations list is as follows:

Navigate to Quick Menu > Allocations > Configuration > Allocation List. The Allocation List window is displayed.
Click on New List. All fields are activated ready for data entry.
Enter a Description for the new allocations list into the field provided e.g. General Needs, Adapted Assets, Shared Ownership, etc. 1.
Using the Application type drop-down field, multi-select all categorisation options relevant to the scope and purpose of the allocations list, or choose the All option, as required 2 1.
Using the Room need calculation drop-down field, select an appropriate calculation method to match applications based on bedroom need, as required.
Where a separate and parallel calculation model is required to determine room space, perhaps with a more favourable assessment than those dictated by statutory government guidelines, use the Secondary room need calculation field to select the operating algorithm.
Using the List rank date type drop-down field, select an appropriate date stamp used to prioritise applications i.e. Application Date or Application Live Date 3.
Enter the number of Maximum Match Applicants into the field provided i.e. to limit the total number of applicants returned within a single match list.
Enter the number of concurrent Full offers allowed for applicant into the field provided i.e. to limit the number of open offers made to a single applicant included within this list.
Enter the number of Full offers allowed for asset into the field provided i.e. to limit the number of offers made on a single asset or resource.
Multi-select the remaining attributes pertinent to this allocations list using the tick boxes provided; an explanation of each option is summarised in the table below.
Choose an Effective from date for this allocations list i.e. the date on which it came into effect 4.
Choose an Effective to date if the allocations list is to be reviewed on a specific date or to capture a change of circumstances; a blank field means the list will be continually valid.
Click on List Priority to define the priority weighting relevant to the allocation list. This requisite step is covered separately in the topic To add a priority weighting to an allocations list.
Select the desired change to the rank date when an application is recalculated to a higher or lower priority. This requisite step is covered separately in the topic To assign a rank order to an allocations list.
Click on Save. The new record appears in the alphabetical list 5.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

Note

1 System validation rules ensure that the description entered for each new allocations list is unique for the effective period.

2 By way of example, 'transfer' and 'new' applications may feed into the same 'general needs' waiting list simply by selecting the corresponding classification types.

3 Applications on a waiting list may be assigned priority based on the date the application was first received, or when the application was made live e.g. following verification of all information included on the form.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 To amend the details of an existing allocations list, select an entry from the alphabetical list (or type its name into the Search Allocation Lists field) and repeat steps 3 through 16. 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.

Allocations List Attribute	Description
Add All Applicants To List	Where the allocations list is deemed to be a 'catch all' receptacle for received applications, and therefore no joining rules are warranted.
Allow Rank Date Override	Where a future adjustment of the derived ranking date for an application is permitted.
Allow Band Override	Where a future adjustment of the derived application banding is permitted.
Include Viewing	Where viewing appointments and outcomes are appropriate to the allocations list.
Bypass Reasons Mandatory	On electing to bypass an application, the supporting reasons must be captured as part of the overall workflow process.
Include Applications Under Offer On Match List	Those applications that have already been made an offer are to be retained within the match list results.
Pre Offers Applicable	Determines whether pre-offers (e.g. those issued whilst verification checks are being conducted) are permitted for this allocations list.
Nominations Applicable	Denotes whether nomination applications can be considered for this allocations list.
Offer Approval Applicable	During the routine administration of a match list, managerial consent is to be incorporated as part of the formal offer process.

See related topics...

Allocations list maintenance overview

To add a priority weighting to an allocations list

To assign a rank order to an allocations list

To add a joining rule to an allocations list

To add match criteria to an allocations list

To add a case creation rule to an allocations list

To add an offer approval rule to an allocations list