# Managing Resource Preferences

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:

<table><thead><tr><th width="334">Preference Category</th><th>Description</th></tr></thead><tbody><tr><td><strong>Resource Preferences</strong></td><td>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.</td></tr><tr><td><strong>Resource Skill Preferences</strong></td><td>This refers to the configuration of required or preferred Skills for Resources such as languages spoken or the ability to administer medication. </td></tr><tr><td><strong>Resource Attribute Resources</strong></td><td>This refers to the ability to configure preferences based on the attributes (fields) of a Resource, such as gender or age for example.</td></tr></tbody></table>

### Adding new Preferences

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.

<figure><img src="/files/Ff6d5AXvHknbZnbeMnkK" alt=""><figcaption></figcaption></figure>

Once you click this button, the below screen will present itself which allows you to add new preferences or edit existing ones.

<figure><img src="/files/EPlLb7rWkDuEAVTGNM1u" alt=""><figcaption><p>Managing Participant Preferences</p></figcaption></figure>

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.

#### Adding/Editing a Resource Preference

<figure><img src="/files/Uqx10HvqNxCx8r9NdlbB" alt=""><figcaption><p><code>Add Resource Preference</code> screen</p></figcaption></figure>

<table><thead><tr><th width="240">Input Field</th><th>Description</th></tr></thead><tbody><tr><td>Resource Lookup</td><td>This looks up the Resource with whom the Participant wants to set a Preference. This will bring back a list of all Resources where <code>Active = True.</code></td></tr><tr><td>Preference</td><td>This allows for one of three choices, including:<br><br>1. Required <br>2. Excluded<br>3. Preferred</td></tr><tr><td>Start Date</td><td>The start date at which the Preference becomes effective.</td></tr><tr><td>End Date</td><td>The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective.</td></tr></tbody></table>

#### Adding/Editing a Resource Skill Preference

### Ad

<figure><img src="/files/KyO7hoobvRn7TgHwrRSZ" alt=""><figcaption><p><code>Add Skills Preference</code> screen</p></figcaption></figure>

<table><thead><tr><th width="240">Input Field</th><th>Description</th></tr></thead><tbody><tr><td>Skill Lookup</td><td>This shows a list of all available Skills and allows you to select one to configure as a Preference.</td></tr><tr><td>Preference</td><td>This allows for one of three choices, including:<br><br>1. Required <br>2. Excluded<br>3. Preferred</td></tr><tr><td>Start Date</td><td>The start date at which the Preference becomes effective.</td></tr><tr><td>End Date</td><td>The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective.</td></tr></tbody></table>

#### Adding/Editing a Resource Attribute Preference

<figure><img src="/files/RgBhU6v5i3GElFCgMATz" alt=""><figcaption><p><code>Add Resource Attribute Preference</code> screen</p></figcaption></figure>

<table><thead><tr><th width="281">Input Field</th><th>Description</th></tr></thead><tbody><tr><td>Resource Attribute Lookup</td><td>This lists all Resource attributes (or fields) that are available for selection to set up a Preference based on this attribute.</td></tr><tr><td>Resource Attribute Value</td><td>If a Resource attribute is selected,  a second input is shown to capture the value of this attribute. This could include <code>Gender</code> where <code>Gender = Female</code>.</td></tr><tr><td>Preference</td><td>This allows for one of three choices, including:<br><br>1. Required <br>2. Excluded<br>3. Preferred</td></tr><tr><td>Start Date</td><td>The start date at which the Preference becomes effective.</td></tr><tr><td>End Date</td><td>The end date at which the Preference stops being effective. This is an optional field and leaving it blank means it is always effective.</td></tr></tbody></table>


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