Use the Roommate Preferences option to allow patrons to search for potential roommates and rank them based on preference. Administrators can use these roommate preferences when determining patron housing assignments.
When the Roommate Preferences section is added to an Application, the administrator must select the specific Requested Roommate definition to appear on the Application Form displayed to the patron.
Note: To add a Roommate Preferences section to an Application Form, a Roommate Preference (with a Requested Roommate Source defined) must be linked to the Term. Preferences are defined via Setup > Global > Preferences).
For example: Patron 1 is filling out an application and notices that Patron 2 has requested her as a roommate. Patron 1 can either Accept the request or Deny the request. Alternatively, Patron 1 may do neither and instead search for a new roommate to request.
Use the following procedure to add a Roommate Preferences section to an Application:
1. Select the Roommate Preferences option and drag it to the desired location in the Application.
2. Hover over the Roommate Preferences section and click Edit to show the configuration options.
• Required – If checked, the patron must complete the Roommate Preferences section of the Application.
• Label – The Label is the name for the Roommate Preferences section displayed on the Application.
• Enable “Other” – If checked, an additional Option, labeled Other, will be added to the list of Options. When a patron selects Other, a blank field is displayed to allow the patron to enter text.
• Preference Rank – The Preference Rank value indicates the number of preferences a patron is required to select.
• Search Options – Select the method patrons will use to search for a roommate. The following options are available:
o Exact Match of ID #
o Partial Entry of Last and First Name
o Partial Preferred First and Last Name
o Exact Match of Alternate ID
o Partial Match of Email
• Show Options – Select the format of patron names listed in the search results. The following options are available:
o Student’s full name (first, middle, last)
o Student’s preferred name and last name
o Student’s full name (first, middle, last) and DOB
• Read-Only – The Read-Only field should be left unchecked.
3. Select the Requested Roommate definition that should be displayed on the Application Form (when viewed by a patron) by checking the checkbox next to a definition.
4. If necessary, drag the Roommate Preferences section to another location in the Application.