Auto-Assign Led by Bethany Boyle & Dave Kritz Adirondack Solutions Users Group 2017 Auto-Assign Led by Bethany Boyle & Dave Kritz Monday 2:00 – 3:00PM

Agenda What is Auto Assign Create Reports Prepping for Auto Assign Room Matching Application - Living Requests Roommate Matching Application - Personal Information Create Reports Assigning Priority Numbers (S) Putting the Pieces Together Running your process Analyzing Results

What is Auto Assign Pre-defined student/room reports to assign housing for specific check-in and check-out dates within a specified term. Calculates weighting factors to determine the best matches within the set of rooms for the selected group of students. Weigh the process to tell it what is more important (Room or Roommate match) and the system ranks per best matches.

Room Matching

Room Matching

Room Matching Limit Living Requests to specific areas based on your Application Type using Custom Hall/Room/Floor Fields.

Room Matching Match custom field data with appropriate Hall/Room/Floor.

Room Matching Application Living Requests Limit Living Request options based on application eligibility Living Requests will be used in the Room Matching process during your process

Room Matching Living Requests submitted through the Application Living Requests process will save under Students > Requests for reference and verification

Roommate Matching Application questions can be used to match roommates based on their personal preferences

Roommate Matching Application questions can be used to match roommates based on their personal preferences

Setting Up Your Process

Create Reports 2 Reports Needed: Room Report Only include rooms that you want to students in the process to be assigned to Student Report Students you want assigned in the Auto Assign process

\ Create Reports Student Report

Create Reports Student Report

Create Reports Room Report

Assigning Priority Numbers Sort fields directly the sort of the fields in report

Assigning Priority Numbers Edit > Edit all records in Report > Priority #’s

Putting the Pieces Together Student Report Room Report Weighting Factors Room Matching Roommate Matching

Running the Process

Analyzing Results

Contact Information Thank you for participating! Should you have any questions regarding this presentation, please use the contact information below: Bethany Boyle & Dave Kritz bboyle@adirondacksolutions.com dkritz@adirondacksolutions.com 800.372.3165 x 222/203