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Status Released
Product CPL Learning
Created by Guest
Created on Apr 4, 2023

Review "Treat Excludes as OR" UX

Nearly all user groups with multiple exclusion types are intended to be OR exclusions; however, the default behavior is AND meaning it will only exclude users matching both 'types (such as site and position), relying on the user to tick the 'OR' box.

Setting this incorrectly excludes fewer users than intended, meaning allocated items (some of which have a client cost) are allocated more times than intended. In addition, leads to cleaning up allocation, which can be timely. There is also a time cost from data performing daily due diligence to ensure users/CMs are notified when potential mistakes are located.

It would make sense that when someone adds a new exclusion type (assuming multiple are not already selected), that the front end ticks the exclusion 'OR' automatically, as this is most often the intended approach; notifying the user that it has, and allowing them to untick if not the intended approach. this should lead to significantly fewer issues with user group setup/allocation/cleanup.

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