Script - Eligibility
Use this page to define a script's eligibility rules. Open this page using Admin > System > Script and then navigate to the Eligibility tab.
Note:Conditional tab page. This tab page only appears for BPA scripts.
Description of Page
Use the Eligibility Option to indicate whether the script is Always Eligible, Never Eligible or to Apply Eligibility Criteria. The remaining fields on the page are only visible if the option is Apply Eligibility Criteria.
CAUTION:
The following information is not intuitive; we strongly recommend that you follow the guidelines under The Big Picture Of Script Eligibility before attempting to define this information.
The Eligibility Criteria Group scroll contains one entry for each group of eligibility criteria. The following fields may be defined for each group:
• Use Sort Sequence to control the relative order in which the group is executed when the system determines if the script should appear in the script search.
• Use Description and Long Description to describe the criteria group.
• Use If Group is True to define what should happen if the eligibility criteria (defined in the following grid) return a value of True.
◦ Choose Eligible if this script should appear.
◦ Choose Ineligible if this script should not appear.
◦ Choose Check Next Group if the next criteria group should be checked.
• Use If Group is False to define what should happen if the eligibility criteria (defined in the following grid) return a value of False.
◦ Choose Eligible if this script should appear.
◦ Choose Ineligible if this script should not appear.
◦ Choose Check Next Group if the next criteria group should be checked.
The grid that follows contains the script's eligibility criteria. Think of each row as an "if statement" that can result in the related eligibility group being true or false. For example, you might have a row that indicates the script is eligible if the current account in context belongs to the residential customer class. The following bullets provide a brief description of each field on an eligibility criterion. Please refer to Defining Logical Criteria for several examples of how this information can be used.
• Use Sort Sequence to control the order in which the criteria are checked.
• Use Criteria Field to define the field to compare:
◦ Choose Algorithm if you want to compare anything other than a characteristic. Push the adjacent search button to select the algorithm that is responsible for retrieving the comparison value.
◦ Some products may also include an option to choose Characteristic. Choosing this option displays adjacent fields to define the object on which the characteristic resides and the characteristic type. The objects whose characteristic values may be available to choose from depend on your product.
• Use Criteria Comparison to define the method of comparison:
◦ Choose Algorithm if you want an algorithm to perform the comparison and return a value of True, False or Insufficient Data. Push the adjacent search button to select the algorithm that is responsible for performing the comparison.
◦ Choose any other option if you want to compare the Criteria Field using a logical operator. The following options are available:
▪ Use >, <, =, >=, <=, <> (not equal) to compare the Criteria Field using standard logical operators. Enter the comparison value in the adjacent field.
▪ Use IN to compare the Criteria Field to a list of values. Each value is separated by a comma. For example, if a field value must equal 1, 3 or 9, you would enter a comparison value of 1,3,9.
▪ Use BETWEEN to compare the Criteria Field to a range of values. For example, if a field value must be between 1 and 9, you would enter a comparison value of 1,9. Note, the comparison is inclusive of the low and high values.
• The next three fields control whether the related logical criteria cause the eligibility group to be considered true or false:
◦ Use If True to control what happens if the related logical criterion returns a value of True. You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, the script is judged Ineligible or Eligible based on the values defined above in If Group is False and If Group is True.
◦ Use If False to control what happens if the related logical criterion returns a value of False. You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, the script is judged Ineligible or Eligible based on the values defined above in If Group is False and If Group is True.
◦ Use If Insufficient Data to control what happens if the related logical criterion returns a value of "Insufficient Data". You have the options of Group is true, Group is false, or Check next condition. If you indicate Group is true or Group is false, the script is judged Ineligible or Eligible based on the values defined above in If Group is False and If Group is True.