Use the following procedure to edit an assignment batch from the General 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 next to an assignment batch.
4. Select the General tab.
5. Click Edit.
6. Edit the following fields, as necessary:
•Name: Enter a name for the assignment batch.
•Link to Term: Select Yes to link the batch to a term, and select the term. Alternatively, select No, and then select Occupancy Date Range dates instead.
•Term: Select a term from the drop-down menu.
•Occupancy Date Range: Use the date and time controls to select a start and end time for the assignment.
•Is Ranked Assignment?: The Is Ranked Assignment? checkbox indicates that a batch assigns patrons to facilities based on their ranking of a list of buildings. Refer to the Ranked Assignments Overview section for more information.
Note: If any of these settings are entered or changed after running the Automatic Assignments batch, the proposed or applied assignments will be erased. In this instance, a warning will be displayed and there will be an option to cancel the changes to prevent erasing the proposed assignments. Actual assignments and associated contract items are not erased.
7. If necessary, enter any Notes about the batch.
8. If necessary, edit the Assignment Batch Options. Refer to the Edit Options for an Assignment Batch section for more information.
9. Click Save.