Flex admins can enable the Autoassign feature within the “Flex Periods” settings screen, shown below. This can be done when setting up a new flex period or by editing an existing flex period.
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When setting this up, a “Preference List” CSV file needs to be linked, which identifies teachers who a student should be placed with when the Autoassign algorithm runs. Please see the “Creating a Preference List” section below for more details.
In addition, a catchall room needs to be designated when setting up the Autoassign catchall. This room is used as a ‘last resort’ to assign students to when there are not enough “available seats” in the choice activities. Keep in mind that Flex admins can view Autoassign details on the Dashboard ahead of time to proactively create enough seats in choice activities. It will also be possible for admins to “rerun” the Autoassign process to assign students out of the catchall room. Please keep reading for more information on these topics.
Creating a Preference List
A “Preference List” file will need to be created in CSV format and uploaded to Flex. This file will identify the teachers a student could be assigned to when the Autoassign algorithm runs. Changes or additions to the Preference List can be made by uploading a new file or directly on the “Preference List” user interface screen in Flex. The Preference List can be sent via SFTP or uploaded manually into the Flex system by an Admin.
Without a preference file, Autoassign can still be used but will consider all teachers equally available (or a “good fit”) when autoassigning students, meaning students might be autoassigned to teachers they do not know or have on their regular schedule.
Please see the linked document for additional details: “Instructions for Creating a Preference List”.