Once a batch of ranked assignments is applied, contracts for each patron are created. However, typically, contracts are made for the building or floor level only (if that is how the ranked assignment batch was configured). Once a patron is assigned to the building or floor, he or she can be assigned a room according to the institution’s room assigning procedure. Once the room is assigned, a staff member can modify the patron’s contract for the selected room.
Use the following procedure to apply ranked assignment results from the Ranked Assignments Results tab of the Automatic Assignment page:
1. Select Automatic Assignment from the Assignment section of the Patron menu. The List of Assignment Batches grid is displayed in the Search tab on the Automatic Assignment page.
2. If necessary, search for an assignment batch.
3. Click Select on the desired ranked assignment batch, and then select the Ranked Assignment Results tab.
4. After viewing the assignment results, the proposed assignments can be completed by clicking the Apply Assignments link.
5. Once assignments are applied, the Assign State for each patron in the Candidate Results grid is changed to Assigned.
6. If necessary, the results can be cleared (removing the proposed assignments) or reversed (reverting assignments to a proposed state).