About Administrative Units

An administrative unit is a set of eligibility rules that applies to a group of clients.

Populating the Object ID field during the process of creating an administrative unit associates the unit with a Master Client Record. Administrative units offer an efficient way of making large-scale changes to eligibility rules that apply to a group of clients who share the same eligibility requirements. For eligibility rules to be used, the Enforce Client Eligibility Rules property (found in Tools > System Properties, on the Profile tab, under PASS Booking Client > Enforce Client Eligibility Rules) must be set to Yes. This allows the system to check that a booking complies with all eligibility parameters before it is saved.

Before administrative units can be used to update eligibility rules for a group of clients, certain prerequisites must be fulfilled.

  1. Create a Master Client record to define a set of eligibility rules.
  2. Create an administrative unit where you categorize the eligibility rules under one unit that can later be applied to a group of clients. This process also associates an administrative unit with a Master Client Record.
  3. Associate clients with the administrative unit where you create a group of clients by associating them to the administrative unit.
  4. Determine when the administrative unit rules take effect for one client or all clients.