Manual Assignments allow an administrator to create an individual facility assignment for a patron. When selecting a facility for the assignment, ResCenter creates a contract item for the assignment and tracks availability and occupant information.

When assigning a patron, the assignment can be completed manually (via the Add New Assignment option) or with assistance (via the Add Assisted Assignment option). Assigning a patron manually requires searching for a facility. Assigning a patron with assistance uses the batch configurations used in Automatic Assignments to help make the best match. However, assigning a patron with assistance can only be completed with an automatic assignment batch defined for that purpose.

Use the following procedure to add a new patron contract via a new assignment:

1.  From the Patron menu, select Search for Patron and perform a search for a patron.

2.  From the Patron List grid, click a row to select a patron.

3.  Select the Contracts tab. The List of Patron Contracts grid displays all contracts associated with the patron.

4.  From the List of Patron Contracts grid, click  Add, and select Add New Assignment. The New Assignment page is displayed.

5.  Complete the assignment fields, as necessary. Refer to the Manual Assignment Options and Add a New Assignment sections in the Manual Assignment Overview section for more information on adding a new manual assignment.