Edit a Criteria Expression

Use the following procedure to edit a criteria expression in an assignment batch from the Criteria tab of the Automatic Assignment page:

1.  Select Automatic Assignment from the Assignment section of the Patron menu. The List of Assignment Batches grid is displayed in the Search tab on the Automatic Assignment page.

2.  If necessary, search for an assignment batch.

3.  Click Select on the desired assignment batch, and then select the Criteria tab. The Criteria grid is displayed.

4.  From the Criteria grid, click Edit next to a criterion set. The Criterion Properties section will be displayed.

5.  If necessary, edit the Criteria name or Rank.

6.  Click on an expression from the expression tree.

7.  Create an expression using the Expression Editor. Compare a Candidate Attribute to another option by selecting either Candidate, Facility, Value, or Date. Refer to the Criterion Properties Overview for more information on each option.

8.  When the expression is configured, click Modify to replace the selected expression with the new expression.

9.  When finished editing all expressions, click Update in the Criteria grid to save any changes.