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).

Element	Description
Sort Order Toggle	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.
Score	This section shows the ranking of options based on chosen attributes and/or skills, providing a visual indication of how well each option meets the specified requirements. Options are then sorted by score.
Sort Criteria Dropdown	This dropdown allows you to select the criteria by which the list is ranked. The specific criteria are explained in further detail below.
Filter	This button opens the filter, which allows for selection of particular attributes and/or skills to filter your options by.
Skills	This search allows you to add a list of predefined skills from your Maica instance that you may wish to filter by. This section will automatically populate with any required skills for a selected Participant(s). Learn more about Participant Skill Preferences here.
Attributes	This section allows for an unlimited number of attribute fields to be considered as part of the ranking criteria. These attributes can be any specific characteristic or detail relevant to the selection process.

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:

Dropdown Criteria	Description
Availability	This is the total available Daily Hours for the Resource based on the Availability on the Resource Profile.
Workload	The total weekly Available Hours based on Weekly Minimum Hours and Weekly Hours Limit on the Resource Profile.
Skills	The Number of Skills matched based on Resource Skills on the Resource Profile.
Attributes	The Number of Attributes matched based on the Attributes on the Resource Profile.
Travel	The Shortest Distance Percentage based on the Distance found to the Appointment for any given Resource.
Overall Matching Score	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.