In this Solution Article, we will guide you and explain how to allocate documents that could not be allocated automatically after scanning.


  • In the Main Menu, select "Student", then under Student select "Unallocated Documents".

  • A list will display all unallocated documents. This would include the following:
    • Documents that was created from the crawler and bar code could not be found (or was not clear enough), and therefore could not be allocated automatically.
    • Documents that was created from the crawler with no bar code but the file name was the ID number of a student on the system 
    • Documents that was uploaded manually as a student pack


  • Click on the "Allocate Pack" button to manually allocate the pack


  • The following loader will pop up to load the entire document before you can allocate.



  • This view will open where the documents can be viewed.  



  • Click on the down arrow to view the document that will be slit into pages

  •  Choose a type to identify what document it will be allocated to

  • Each type will have different criteria's to allocate the attachment:

  •  Student Pack

    Step 1: When Document Type is selected and student and the desired enrollment is selected, click on the check boxes for pages that is relevant to the document type:

         


          Step 2: After doing so click on the "Save/Allocate" button

     

         


       Step 3: When the whole document is completed click on the "Go back to unallocated list".

     

        This will bring up a pop up message to confirm if the user is completely done with the allocation.  After confirming it will redirect to the "Unallocated Student Packs" list.

       


  • Lecture Attendance

  • When the course and start date is selected the lectures list will populate, click on the check boxes for pages that is relevant to lecture.
  • The lecture will consist of: The course name, Date and time conducted, and the facilitator who conducted the lecture.

    *Repeat Step 2 and 3 of previous mentioned in student pack criteria, to complete allocation.


  • Enrollment Unit Standard

           

           

          When the student is selected the enrollment unit standards will populate. Click on the check boxes for pages that is relevant to enrollment unit standard.

         

           

          *Repeat Step 2 and 3 of previous mentioned in student pack criteria, to complete allocation.


  • Induction Session 


When Induction Session Type is selected the induction session for campus will populate. Click on the check boxes for pages that is relevant to induction session.


    *Repeat Step 2 and 3 of previous mentioned in student pack criteria, to complete allocation.


  • If the document is not relevant or does not meet any of the criteria's requirements, click on the "Disregard Pack" button to disregard the whole pack/document. 

          

          This will disregard the document and redirect to the "Unallocated Student Packs" list.



Time and Attendance


For details on how to allocate Time and Attendance documents refer to Allocate Time and Attendance