Custom Search Rules
You can modify a standard search rule by re-ordering the sequence of the lists, or by adding and removing lists that do not apply. Additionally, the system can utilize custom search lists designed to meet your policies and contract requirements. When you create a custom list and place it in the search rule, you can then add substitutes to your list by using the Priority List feature.
An example of defining and using a custom list can be the creation of a list called Unqualified. The Unqualified list can contain teachers at that location who have no classifications, and who can be called on the day of the job.
It is recommended to document your custom search rules for their use and why they are in the specified order. Contact PowerSchool for assistance in determining which of the standard search rules will best meet your needs for a given classification, or to discuss having a custom search rule developed.
Add Search Rules and Search Lists
- From System Configuration, choose Search Rules.
- Enter a Name and select the applicable parameters. Refer to the Field Descriptions.
- Click Save.
- Click Lists for the new search rule.
- Click New.
- Complete the fields as needed:
- Enter the Order to indicate the step number and complete the remaining fields.
- Choose the List of for the step. The list you choose determines what additional fields, if any, you need to define for the rule.
- Enter the number of days before the job callout should begin. Leave this field blank if you want the callout to begin immediately. This field is optional.
- Click Save.
- Repeat Steps 6 and 7 as many times as required to complete the search list.
Modify/Remove Search Rules
- From System Configuration, choose Search Rules.
- Click the Name of the search rule to modify.
- Edit the fields as required.
- Click Save.
- Select the record you want to remove, then click Delete.
You cannot delete a search rule if used in any existing classifications.
Modify/Remove Search Lists
- From System Configuration, choose Search Rules.
- Click Lists for the search rule to modify.
- Edit the fields as required or click New to add new steps.
- Click Save.
- Select the record you want to remove, then click Save.
Search Rules Field Descriptions
Field | Description |
|---|---|
Use Minimum Job Duration (MJD) | You must set up Classifications and Reasons to use this feature. This defines the shortest absence for that classification which can require a substitute. This prevents a substitute from being assigned to the initial days of absences for designated classifications. When the MJD for a classification is set to any number other than zero, the system checks to see if all absences entered for that classification are shorter than the MJD. |
Use In-House Filling | You must set up Location Profiles and Reasons to use this feature. This defines the number of absences that should be filled with in-house personnel at this location for each workday before a substitute can be assigned. |
Use Substitute Allocation Units | You must set up Location Profiles and Reasons to use this feature. This allows each location to have its own limit for the number of absences at that location which can be filled by substitutes during a given period. |
Allow General Job Searching | This allows all substitutes that call in or log on to the system to view the job regardless of whether the IVR is calling from that step. The substitute must still qualify for the job to hear or view the job. Less-qualified substitutes can view and accept jobs before the more highly qualified substitutes. It is recommended to use considerable caution when using this feature. |
List with no classifications, call substitutes having at least 1 classification with this search rule | When search lists are processed that do not use a classification, the substitute must have at least one classification that belongs to this search rule to be considered for the list. |