1. 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

2. 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

3. 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.

4. Room Matching

5. Room Matching

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

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

8. 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

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

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

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

12. Setting Up Your Process

13. 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

14. \
Create Reports
Student Report

15. Create Reports
Student Report

16. Create Reports
Room Report

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

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

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

20. Running the Process

21. Analyzing Results

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