Defining Eligibility Criteria for an Initiative
Use this procedure to define eligibility criteria for an initiative. The following steps apply to each criterion.
Prerequisites: You must create an initiative that can have leads before you can define eligibility criteria for the initiative.- Select
- Enter your search criteria in the Initiative Query zone.
- Click Refresh.
- In the search results list, click the link for the initiative that you want to maintain. (The selected initiative opens in the Initiative portal.)
- To define eligibility criteria for the initiative, click the Add link in the Initiative Eligibility Criteria Overview zone title bar. (This zone is displayed for initiatives that can have leads.)
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Select the business object that will define the initiative
criteria and click OK.
The base package provides a number of initiative eligibility criteria business objects. Each business object defines its valid comparison algorithm(s), operator(s), and value(s). Refer to the maintenance maps of these business objects for details. For more information about eligibility criteria types, refer to About Initiative Eligibility Criteria.
- Enter a sequence number, description, detailed description, and criteria execution point for the criterion.
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Complete the Criteria Comparison section. Each business
object defines the valid selections for: Algorithm, Comparison
Operator and Comparison Value.
Refer to the embedded help on the maintenance map for more details on these fields.
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Complete the Comparison Results section. Specify the action
for each possible comparison outcome - meaning, If True, If False, and If Insufficient Data.
Refer to the embedded help on the maintenance map for more details on these fields.
- Click Save.