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 edit or create a Preference in the Preferences section
of the Setup area:
- Click Add.
- Name the preference set.
- This next step is either optional or required...
- Optional - If Institution Focus is disabled,
supplying an institution is optional.
- Required - If Institution Focus is enabled, the application
assumes the focused institution, but if <none> is set the application
requires an institution to be selected.
- Select the permission control in User Permissions for
the employee when this preference set is selected.
- 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.
- Click Save.
Attach the Preference to the Preference Profile then
attach the Preference Profile to the person.