Managing Priority Equations
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This page includes the business rules and instructions for enabling and disabling priority equations when multiple ones exist.
The impact of an equation on a priority depends on multiple variables, such as whether equations are set in to apply to all tenants or a client, if the default equation is enabled, if a custom equation is enabled, and if the custom equation applies the entire tenancy or specific clients.
When priorities are enabled at the tenant level, only one equation can be used at a time. When enabled, equations created for specific clients are no longer accessible from the contextual scoring page. Existing equations are not deleted, but they can no longer be viewed or modified from the page.
Tenant-level priorities have the following business rules for equations:
When priorities are enabled at the client level, only one tenant-level equation can be used at a time. However, custom equations for specific clients may be enabled and, when executed, take precedence. Any equations created for specific clients will be accessible from the contextual scoring page along with tenant-wide equations.
Whether the equation is client-specific or a tenant is identified under the "Associated with" column.
Client-level priorities have the following business rules for equations:
To enable an equation, toggle the button under the "Enable" column.
If the user's action impacts existing priorities and business rules, PlexTrac will display a message to inform of the consequence. If approved, the system will enable or disable other related equations accordingly.
