Student Admin - Automated Student Matching Part 1 (Random Match Only - No Student Site Selector Needed)

Random Matches (No Student Site selector needed)

Use this for a true random match of students to placements.

Step 1 – Click Cohorts / Assignment Worksheet  or  for the course to be matched.

PR Status options:

Select which statuses of requests should be matched to students:

• Accepted or Confirmed - for final matching of students to available placements that are already accepted by receiving sites;
• Any active status – for "pre-matching" of students while awaiting acceptance (includes requests that are New, Sent, or Redirected in addition to Accepted and Confirmed)

(If you do not see the Match Selected Students choice in the Action drop down in the Assignment Worksheet, please see that information at the bottom of this page)

Upon Submit, you will present with a popup window of the ASM Match Results.

Click Save Preferred Result

The next screen will give you the option to create a CSV file of the match results.

Click Print Details if you require that report. Your report will be generated and displayed in the same screen. Click the ASM Placements link to download your report.

Click Close Window to see the results on the Assignment Worksheet.

You will now see the match results on the Students tab of the Assignment Worksheet.

If you need to manually change a student's automated match at any time, click Edit  and change their automatic assignment to "blank" (for manual reassignment later) or select another placement from the dropdown. Click Save All to continue and view the results.

To Undo the Match, click the Automated Student matching Results link.

When the Summary results window opens, click the Undo Match button.

Your results will now be removed from the Assignment Worksheet.

Other Match Choices

The other match choices only work with Sections and in the Group Assignment Worksheet. If you use Sections to break the Cohort into sub-groups, review the Section assignments to ensure they are up-to-date for students in this course.

To use Sections see the related knowledge base page: Student Management: Sections Feature

Random Match – Mix sections

Used when group assignments should represent a mix of characteristics such as learning style or experience level.

Example: Students in section 1 (advanced) and section 2 (inexperienced) should be mixed to allow peer support.

Prerequisite: students must be allocated to a Section in the Enrollment screen

Random Match – Combine sections

Used when group assignments should represent similar characteristics such as geographic preference or experience level.

Example: Students in section 1 (downtown) and section 2 (north shore) should be combined within a group to match their geographic preference.

Prerequisite: students must be allocated to a Section in the Enrollment screen

To Exclude Destinations from Automated Student Matching (for Rotations):

For example, you may have rotations and only wish to match the first destination in that rotation, or match each rotation one at a time).

More about Multiple Matches for Rotations

Multiple matches may be run with the site selector, but the limitation is that only one can be run at a time. When you run a first match (e.g. by excluding the block 2 placements), you need to finalize the assignments on that first match, then undo the match. The finalized assignments will be maintained, and a second match can then be run in the same way using the remaining placements.

Steps:

• In the Spaces tab of the Assignment Worksheet, exclude the block 2 spaces . 
• In the Students tab, run a match on the desired students and non-excluded spaces.
• Finalize the assignments on the matched students.
• Reopen the match results window by clicking the Automated Student Matching Results link in blue at the top of the list of students.
• Click Undo Match (do not mark the Include students with confirmed ASM assignments box to ensure finalized assignments are maintained).
• In the Spaces tab, re-include the block 2 spaces.
• In the Students tab, run the second match with the remaining students and spaces.

Finalize Assignments

To finalize the ASM assignments, select the checkbox for one or more students and choose the appropriate Action:

If you do not see the Match Selected Students choice in the Action drop down in the Assignment Worksheet

If you have Student Site Selector available for your course (the 123 icon is showing on the cohort/course screen but not active)  it may still be set as available blocking the Match Selected Students from showing up in the drop down. 

Click that icon to get to the Student Site Selector screen. 

If you see a number other than 0, site selector is considered available but not currently active. Click the pencil icon to get to the edit screen.

Change the top drop down to Not Available and then hit save  at the bottom.

Your site selector screen should be set to 0 now.

The Match Selected Students choice in the Action drop down will now show up in the Assignment Worksheet.