Use the following procedure to add candidates to an assignment batch by using Advanced Find:
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 assignment batch, and then select the Candidates tab.
4. Click Advanced Find. The Advanced Find window will be displayed. For more information about using Advanced Find, refer to the Advanced Find section.
5. If necessary, select the Include Roommates checkbox to automatically add a patron’s requested roommate if the patron meets the Advanced Find criteria but the requested roommate does not.
6. To run an Advanced Find process using previously saved search filters, click Saved Searches.
7. If necessary, save a configured search filter by clicking Save. Enter a Name and Description, and choose a Category Filter, if necessary. Click OK.
8. After running Advanced Find, the returned patrons will be added to the Assignment Candidates window.
9. If necessary, change the candidate processing order. See the Adjust the Assignment Batch’s Candidate Processing Order section for more information.