Maintain Allocation Criteria Types {FBLO-2}

Allocation criteria types are created and maintained in {FBLC-2}. Allocation criteria codes are linked to bursaries in this option. Selecting students for a bursary is done by running {FBLO-5}.

All ITS defined criteria codes are either defined as numeric (NUM) or character (CHAR), depending on the format of the field in the database used to calculate the sort value for the specific criteria code. This must now be taken into consideration when the allocation criteria code is linked to a bursary code.

Only the high and low numeric values or the character value can be completed on a record, depending if the criteria code is defined as numeric or character.
The weight cannot be null if add to sort is equal to yes.
If sort/match is equal to sort, add to sort must be equal to yes.
Either the low and high values or the character value must be entered if sort/match is equal to match.
Multiple criteria codes can be linked to a burary code, both from the ITS defined (numeric and character) and the user defined criteria codes, but a criteria code can only be linked once.

When {FBLO-5} is run to select students, the program compares the values stored in the system for the students to the high, low and character values linked to the bursary code and critereria code in this option.

E.g. Criteria code AAAA06 - Citizenship (NUM).

The valid value that is stored in the system for a South African student on the student biographical record is the numeric value 1. If the bursary can only be allocated to South African students, the criteria code AAAA06 must be linked to the bursary code with both the low and high value equal to 1 for South African students to match. The low and high values represent a range of a specific numeric value (depending on the criteria code). The actual value stored in the sytem for the student must be within this range for the student to match the criteria. The student value is multiplied by the weight to get a sort value for the student. The weight is used to increase or decrease the impact of the criteria on the selectcion of students.

E.g. for criteria code AAAA02 - Gender (CHAR).

The valid value stored in the system on a student biographical record is either (M)ale or (F)emale. If a bursary can only be allocated to female students, the criteria code AAAA02 must be linked to the bursary with a character value of F for female students to match. For the program to calculate a sort value for the student, the character value must be converted to a numeric value. This is done on {FBLC-6} by linking the bursary code, criteria code and character value to a numeric value. A sort value is then calculated for the student by multiplying the numeric value equivalent to the character value of the student with the wieght that is linked to the bursary code and criteria code on {FBLO-2}. Once again, the weight is used to increase or decrease the impact of the criteria on the selection of students. If multiple values are linked in {FBLC-6} for the same bursary code and criteria code, the character value here must be null.

The following combination are possible and valid:

Criteria	Add to Sort	Match/Sort	Low/High	Character	Weight	Reason
CHAR	N	M	Null	Not Null	Null	The calculated sort value will not be added to the total sort value of the student but the student has to match the character value linked.
NUM	N	M	Not Null	Null	Null	The calculated sort value will not be added to the total sort value of the student but the student has to fall within the range as defined by the low and high value value linked.
CHAR	Y	M	Null	Not Null	Not Null	The calculated sort value will be added to the total sort value of the student and the student has to match the character value linked.
NUM	Y	M	Not Null	Null	Not Null	The calculated sort value will be added to the total sort value of the student and the student has to fall within the range as deifned by the low and high value.
CHAR	Y	S	Null	Null	Not Null	This combination will use the values as defined on {FBLC-6}. The calculated sort value will be added to the total sort value of the student.
CHAR	Y	S	Null	Not Null	Not Null	The calculated sort value will be added to the total sort value of the student
NUM	Y	S	Not null	Null	Not Null	The calculated sort value will be added to the total sort value of the student

Fields in the option:

Block 1: Bursary Allocation Criteria

Field	Type & Length	Description
Bursary	A7	The code of an existing bursary must be entered. The description of the bursary is displayed.
Criteria	A6	An existing criteria code as defined in {FBLC-2} must be entered. The description of the criteria code will be displayed.
Low Value	N9.2	The low value applicable for the criteria code.
High Value	N9.2	The high value applicable for the criteria code.
Character Value	A6	The character value applicable to the criteris code.
Weight	N3.3	The weight is used to calculate a sort value for the student. Selected students are shown in a decreasing order of the sort value. It is also the mechanism to manipulate the selection of students. Increasing or decreasing the weight against a specific criteria code can: control the number of students selected benefit students within the specific criteria
Add to Sort	A1	Must the calculated sort value for this criteria be added to the student sort value
Sort/Match	N1	This field is used to indicate whether the applicant must match the specified criteria or whether the criteria is to be used in the sort process.

Example(s):

Processing Rules
	No special processing rules

Date	System Version	By Whom	Job	Description
22-Sep-2006	v01.0.0.0	Charlene van der Schyff	t133879	New manual format.
20-Sep-2007	v01.0.0.1	Charlene van der Schyff	t156162	No proofread done by ITS system owner.