Using inclusion and exclusion rules to define job scope

When setting up sync jobs, it's helpful to think of each job as a grouping of classes that fit a logical scope for your environment. For example:

  • Job 1: All classes at Evergreen Elementary school except homeroom.
  • Job 2: Only first-semester high school classes, without Student Assistant or Lunch period included.
  • Job 3: Only full-year high school classes, but without Independent Study included.

The job scope & rules step of the sync analysis is where you apply inclusion and exclusion logic. This is the same location you'll preview and adjust rules as needed.

Inclusion rules provide the outermost container of the universe of classes to include. Adding many inclusion rules increases the boundaries of the set. In the example below, all classes within the school with School ID AA have been included. This totals 224 classes. Exclusion rules can reduce the 224 further.

Step_4_Manage_inclusion_exclusion_rules.png

Adding multiple exclusion rules further reduces the number of classes in the job. In the example below, an exclusion rule to exclude classes containing the name Physical Education. This rule reduces the number of included classes from 224 to 203.

Adding an inclusion rule

To add an inclusion rule, do the following:

  1. From Job scope & rules, click ADD INCLUSION RULE.
  2. Enter the Source Field for the rule.

    Note: As you enter rule criteria, the number of classes updates to reflect the classes that fit the rule.

  3. Select the criteria for the rule; equals, contains, is one of, starts with, ends with, does not equal, does not start with, does not contain and is not one of.
  4. Enter a Value for the rule to match on. 
  5. Repeat if necessary to add additional rules. 

Addin an exclusion rule

To add inclusion  and exclusion rules, do the following:

  1. From Job scope & rules, click ADD EXCLUSION RULE.

    Note: As you enter rule criteria, the number of classes updates to reflect the classes that fit the rule.

  2. Enter the Source Field for the rule.
  3. Select the criteria for the rule; equals, contains, is one of, starts with, ends with, does not equal, does not start with, does not contain and is not one of.
  4. Enter a Value for the rule to match on. 
  5. Repeat if necessary to add additional rules.