Exclusivity Groups

When setting up the automation for your institution's database, you may have a group of similar rules, and within that group, you have some rules that should have a higher priority than the others. A great example of this is the Staff Assignment rules. Your institution may have ten rules that assign students to staff by state, but you may want all transfer students to be assigned to a specific person regardless of state. Use an exclusivity group to bundle a set of rules together and set a priority order for the rules in the group:

  • It is recommended to number the Priorities in increments of five or ten. This allows you to add rules to the exclusivity group at any time in the future.

Important

  • All rules in an exclusivity group must use the same Base.
  • All rules in an exclusivity group must be the same Rule Type. 

 

Staff Assignments Example

1. Imagine that you have 6 populations of students (you very well may have more) in your Slate instance that will be assigned to 6 of your staff:

2. Some records need to be assigned to Leslie. Some records need to be assigned to Donbee. Some records have a staff assignment from a past entry term that should not change and more. 

3. Automation will allow these students to be automatically assigned to staff based on the criteria you've defined. In this example, each student is assigned by their citizenship status, student type, or region (again, this may be an oversimplification of the process). It is possible that a student can meet the criteria for more than one rule, which is one example of why it is important to give order to the rules.

4. When a person is put through the rules, each rule will run based on the priority (1-6).

Student from California example rule - Imagine that all students from the Pacific region are assigned to Leslie. If the rule defines students who live in California are part of the Pacific Region rule. This student will not meet the criteria of rules 1-5. So, Leslie will be assigned that student. 

Student from Wisconsin example rule - Imagine that all students from the Midwest region are assigned to Donbee. If the rule defines students who live in Wisconsin are part of the Pacific Region rule. This student will not meet the criteria of rules 1-3, 5, or 6. So, Donbee will be assigned that student. 

Transfer student from California example rule - The student meets the criteria of two rules in this example. This is when exclusivity groups and priorities are put to the test. In this example, the student meets the criteria of rules 1 and 6. However, a priority of 1 is greater than 6. Therefore, this student will be assigned to Edain.

International transfer student example rule - In this example, the student again meets the criteria of two rules. The student meets the criteria of rules 1 and 2. However, a priority of 1 is greater than 2. Therefore, this student will be assigned to Edain again.

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