The following table lists information about the columns and options that appear in the List of Notes grid under the Notes tab on the Patron page.
Field |
Description |
Name |
The name for the set of criteria expressions. The name will appear in the criteria library and AA batch. |
Option |
Description |
Delete |
Click Delete to remove a selected statement. |
All |
Click All to change a statement group’s configuration to “True if All of”. The statement will only be true if all criterion is true. |
Any |
Click Any to change a statement group’s configuration to “True if Any of”. The statement will be true if any of the criterion is true |
Up |
Click Up to move a statement up in the list. Alternatively, statements can be dragged and dropped anywhere in the list. |
Candidate |
Select Candidate to compare a Candidate’s Attribute to another Candidate’s Attribute. For example, selecting Department [=] Department would require that the two candidate’s Department attribute values match, regardless of what the exact attribute value is. |
Facility |
Select Facility to compare a Candidate’s Attribute to a Facility’s Attribute. For example, selecting Department [is one of] Department would require that the candidate’s Department attribute value be one of the Facility’s attribute values. |
Value |
Select Value to compare a Candidate’s Attribute to a Value. For example, selecting Department [=] Engineering would require that the candidate’s Department attribute value be Engineering. |
Date |
Select Date to compare a Candidate’s Attribute to a Date. For example, selecting Application Date [<] 09/01/2014 would require that the candidate’s Application Date attribute value be less than (before) 09/01/2014. |
Add |
After configuring a statement, select a part of the criterion tree and click Add to add the statement to the selected spot. |
Modify |
Select an existing statement in the criterion tree and click Modify to edit the statement. |