Apply Assignment Results

Use the following procedure to apply assignment results from the 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 assignment batch, and then select the Results tab. The Assignment Results statistics and patron Results list is displayed on the left side of the page.

4.  The assignment’s Criteria, Failed Assignments (if available), Preferences, and Candidate Results grids is displayed on the right side of the page. Refer to the Results Grid Overview for more information about these grids.

5.  After viewing the assignment results, the proposed assignments can be completed by clicking the Apply Assignments link.

6.  Once assignments are applied, the Assign State for each patron in the Candidate Results grid is changed to Assigned.

7.  If necessary, the results can be cleared (removing the proposed assignments) or reversed (reverting assignments to a proposed state).