To view the allocation matches for a services resource

The procedure to view the allocation matches for a services resource is as follows:

1. Using the Advanced search spy-glass (), select Resource as the Search for and Search by category, and enter the Resource description as the search criteria 1.
2. With the Results tab in current focus, double-click on the row containing the exact record match, or return to the Criteria tab and refine the search filters. The Resource Details window is displayed.
3. Click on Matches and Offers. The Matches and Offers tab is activated.
4. Using the Episode drop-down field, ensure that the allocations episode aligned to the relevant matching round is selected. All allocation matches identified for the services resource are revealed in the Matches summary table 1. Certain fields are worthy of special note and are captured in the table below.
5. Click on Close.

Tip

1 By default, all matches are displayed in chronological order; to aid in identification and analysis, rows can be reordered by clicking on any of the available headings.

Note

1 Additional search criteria may need to be employed (e.g. address, post code, resource type) to ensure that the correct services resource record is returned.

See related topics...

Services resource management overview

To view the application offers for a services resource

To add an action plan to a services resource