Managing Resource Preferences
Learn about managing Connections between Contacts within Maica and Salesforce
Last updated
Learn about managing Connections between Contacts within Maica and Salesforce
Last updated
The allocation of Resources to Appointments can be a delicate process as many Participants have preferences on who they want to work with (and sometimes even who they don't). Maica Client Care provides the ability to set a number of preferences described here which are taken into account when presenting a list of available and appropriate resources.
We offer your end users to configure preferences across 3 different categories, including:
Resource Preferences
This refers to the ability to set preference for specific Resources, such as wanting to only work with a particular person or not wanting to.
Resource Skill Preferences
This refers to the configuration of required or preferred Skills for Resources such as languages spoken or the ability to administer medication.
Resource Attribute Resources
This refers to the ability to configure preferences based on the attributes (fields) of a Resource, such as gender or age for example.
The best way to get started with configuring preferences is to go to a Contact profile and click the Manage Preferences button as shown below.
Once you click this button, the below screen will present itself which allows you to add new preferences or edit existing ones.
To add a new Preference, simply click on the Add button on the top right of this screen and select which type of Preference you would like to set up. Once selected, a screens following the below layout will be presented and accept the following input fields.
Resource Lookup
This looks up the Resource with whom the Participant wants to set a Preference. This will bring back a list of all Resources where Active = True.
Preference
This allows for one of three choices, including: 1. Required 2. Excluded 3. Preferred
Start Date
The start date at which the Preference becomes effective.
End Date
The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective.
Skill Lookup
This shows a list of all available Skills and allows you to select one to configure as a Preference.
Preference
This allows for one of three choices, including: 1. Required 2. Excluded 3. Preferred
Start Date
The start date at which the Preference becomes effective.
End Date
The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective.
Resource Attribute Lookup
This lists all Resource attributes (or fields) that are available for selection to set up a Preference based on this attribute.
Resource Attribute Value
If a Resource attribute is selected, a second input is shown to capture the value of this attribute. This could include Gender where Gender = Female.
Preference
This allows for one of three choices, including: 1. Required 2. Excluded 3. Preferred
Start Date
The start date at which the Preference becomes effective.
End Date
The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective.
Add Resource Preference screen
Add Skills Preference screen
Add Resource Attribute Preference screen