Waiting List Configuration Fields / Options







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Below is an alphabetical list of the fields and options located on the Waiting List Configuration data entry page.  To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question.

Destination Programs

Click the checkbox next to each program eligible to receive clients from the waiting list. 

Name

In this field, type or make changes to the name of the waiting list. This name will be used throughout the AWARDS system when adding clients to or placing clients from the list, and serves as the list's main identifier.

Remove From Waiting List on Referral Creation

Click this checkbox if the client should be removed from the waiting list as soon as a referral is created for him/her under Intake/Admission.  If this box is NOT checked, the client will be removed from the waiting list once the admission is processed from within Intake/Admission.

  NOTE: This option is only available when at least one multi-step intake program is selected as a Destination Program; however, it is NOT displayed if there is only one selected Source Program and one selected Destination Program that is the same as the Source.

Requirements & Sorting Options

To set the requirements and sort order for the waiting list being configured, complete the following steps: 

    1. Click the edit icon to the right of "Requirements & Sorting Options." The Waiting List Requirements Options page is displayed. 

    1. Click the checkbox next to each data variable for which a requirement is to be set for this waiting list. (For example, if clients need to be at least 18 years old, select "Age," and if they need to be a specific gender, select "Gender.")

  TIP: Some additional field options can be added to this page, such as fields located in a FormBuilder form set to display on the  Demographics ReportBuilder. Contact the Help Desk to request that additional fields be added. 

    1. Click CONTINUE. The Waiting List Requirements Options page is displayed. 
    2. Configure the options in the "Filter Options" portion of the page as necessary to set the requirements of the waiting list. (For example, in the example above setting filters for Age is greater than or equal to 18, and Gender equals Female.) Clients will have to match the requirements set here in order to be eligible to be added to the waiting list. 
    3. Configure the options in the "Show Individual Detail" portion of the page as necessary to set way in which clients will be sorted (weighted) on the list. 
    4. Once configuration is complete, click Save Waiting List Requirements. A Save Report Format dialog box is displayed. 
    5. Click Save Report Format
    6. Click Return to Waiting List. The waiting list configuration is saved, and a confirmation page is displayed, including the requirements and sorting options set.

The process of setting requirements and sorting options is now complete.

Source Programs

Click the checkbox next to each program eligible to add clients to the waiting list.

Status

Click this drop-down arrow and select one of the following:

  Active - When selected, the waiting list will be listed as available for source programs to add clients to, and destination programs to place clients from.

  Inactive - When selected, the waiting list will be hidden from view during the client waiting list placement process. Source programs cannot add clients to inactive lists, and destination programs cannot place clients off of them. 

  https://demodb.footholdtechnology.com/help/?12073