Smart Selection Filter
Learn about how the Smart Selection Filter works in Maica
What is the Smart Selection Filter?
The Smart Selection Filter is a tool designed to identify and rank the most suitable Participant(s), Resource(s), or Asset(s) for an Appointment based on a range of possible attributes. It simplifies the roster selection process by comparing all available options to selected attributes and presenting them in an ordered list based on matches. This feature allows you to quickly and efficiently select the optimal fit for your Appointment.
When utilising the Smart Selection Filter to select a Resource, you have additional utilisation possibilities. You can rank by Skills in addition to Attributes, and also rank your Resource(s) by either Overall Matching Score or other Sections, these are further defined below.
Where do I find the Smart Selection Filter?
In Maica, you select Participant(s), Resource(s), and Asset(s) in the Basic Details stage of creating or managing an Appointment, it is here you will also find the Smart Selection Filter. On the right side of the selection search box, you will see a Filter symbol; simply click this Filter to open the Smart Selection Filter pop-up, as shown below.
Smart Selection Filter Elements
Once you have clicked on the Filter icon, and Smart Selection Filter pop-up has been presented, you will notice a number of elements within the tool. These are described below:
Number 3. Sort Criteria Dropdown and 5. Skill are only relevant when selecting Resource(s).
How do I use the Smart Selection Filter?
To most effectively use the Smart Selection Filter, you should begin by specifying any relevant skills or attributes that you want to consider for your selection.
Skills
To add a skill, use the search bar to find one from your Maica instance's predefined skills list. Remember, skills are only relevant when selecting a Resource(s).
Attribute
To add an attribute, click the Add Criteria button under the Attribute Criteria section to display the following pop-up:
Once the pop-up is displayed, click the choose button under Field in order to add a new attribute.
Let's say you chose Age Group. After you have selected it, Maica will show any required additional fields required to specify the attribute, as shown by the Value field above. So, you can then proceed to populate the Operator and Value Field and click done to add the attribute.
Once you have added all your required attributes, simply click the tick button to update the selection list, as shown below.
Once clicked, the selection list will automatically with new scores based on the changes made, as shown below.
Smart Selection Filter Dropdown Criteria Sections
The Dropdown Criteria Sections are only relevant when selecting a Resource(s). When selecting Participant(s) or Asset(s), your Score will be a number based purely on the number of matching Attributes.
When selecting a Resource(s), you can chose to order your list based on a number of additional criteria. These are further explained in the table below:
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