Smart Selection Filter
Learn about how the Smart Selection Filter works in Maica
Last updated
Learn about how the Smart Selection Filter works in Maica
Last updated
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.
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.
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).
| Element | Description |
|---|---|
| This button allows you to switch the display order of the list between ascending and descending, letting you view the items from top to bottom or bottom to top based on the current sort criteria. |
| This section shows the ranking of options based on chosen |
| This dropdown allows you to select the criteria by which the list is ranked. The specific criteria are explained in further detail below. |
| This button opens the filter, which allows for selection of particular |
| This search allows you to add a list of predefined |
| This section allows for an unlimited number of |
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.
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).
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.
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:
| Dropdown Criteria | Description |
|---|---|
| This is the total available Daily Hours for the Resource based on the |
| The total weekly Available Hours based on |
| The Number of Skills matched based on Resource |
| The Number of Attributes matched based on the |
| The Shortest Distance Percentage based on the |
| This is a percentage score based on the other 5 criteria above. The weight of each criteria is configurable. To learn more about configuring your Overall Matching Score, click here. |
