---
title: "Advisor/Coach Assignment Exclusion Rule"
slug: "advisorcoach-assignment-exclusion-rule"
updated: 2023-11-21T13:04:07Z
published: 2023-11-21T13:04:07Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Advisor/Coach Assignment Exclusion Rule

Exclusion Rules are used to lock an advisor to a particular record and override all other assignment rules. This is also used to retain the assignments made during previous terms after the student may have changed their major; if your institution maintains the advisor assignment based upon the student's original major. If you wish to allow for a new advisor to be assigned after a major is changed, then you can skip this step.

- **Exclusion Rule** - Advisor Assigned Lock

**Advisor Assigned Lock**

## Create a Advisor Assigned Locked Field

Be sure to create a Advisor Assigned Locked field.

> 1. Click **Database** in the top navigation bar and select **Fields**.
> 2. Click **New Field**.
> 3. Enter the following configurations in the popup window:
>   - **Status**- Set the status to *Active*
>   - **Scope**- Set the scope to *Person*
>   - **ID**-Set the ID to *advisor_locked*
>   - **Name**- Name the field *Advisor Assigned Locked*
>   - **Prompt**- Important: The Prompt must be bit
>   - **Value**- Set the Value to Store Value (bit/language/state/country/user prompts and text fields only)
>   - **Multiple**- Set this to *Single Value*

When complete, refresh your fields using the link provided at the top of the Fields tool. This will allow Slate to create the necessary filters and exports for any new field you create.

Both the Advisor Assigned field, as well as the Advisor Assigned Locked field should be added to a Custom Tab on the Student Record. A advisor assignment can be set for a record and locked from student record view.

[![mceclip8__5_.png](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/gsxwzz6fesd4ydlgwxifamceclip8__5_.png)](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/gsxwzz6fesd4ydlgwxifamceclip8__5_.png)

Create your Exclusions rule, make sure it belongs to the Advisor Assignment exclusivity group, give it a priority of 1, and add the Advisor Assigned Locked filter:

> 1. Click **Database** in the top navigation bar and select **Rules**.
> 2. Click **New Rule**.
> 3. Enter the following configurations in the popup window:
>   - **Name** - Advisor Assignment - Locked (Do Nothing)
>   - **Base** - Configurable Joins - Person
>   - **Type** - Field
>   - **Folder** - Advisor Assignments
>   - **Status** - Preview

#### Configure the appropriate filters:

- **Staff Assigned Locked**- Select IN Yes

#### Configure the appropriate action:

- **No Action Rule** - Any record that has Advisor Assigned Locked set to Yes will match, and no action will be taken on the record. Those records will no longer be eligible for matching when Slate runs the remaining advisor assignment rules. Check ***Do nothing and skip processing of other lower-priority rules in this Exclusivity Group when filter criteria are met***