Auto Assigning People

Auto Assigning People links the experts in your People Module with the item entry (Chapter, Committee, Hot Topic) they are assigned to so that when viewing one of those entries, a user is able to click on an person’s name and be directed to their bio and other details.

To Auto Assign People follow the below steps:

  1. Make sure their name is entered in both places exactly the same (in the Items Module & in the People Module). Example: Tom Jones in Items should be Tom Jones in People, not Thomas Jones or another variation. 
  2. Click the ‘Auto Assign People’ option from the Action button (located in the Items Module).
  3. For any people who were unable to link up you receive a pop up that contains the link to an ‘Error Report’. Download the Excel report.
  4. On this error report you will see a tab for “Missing from People List” and a tab for “Missing from Items”. These are the people where whose names are not spelled exactly the same in each place or who are only listed in one place and not the other.
  5. Make any necessary changes in the appropriate module on the CMS.
  6. Once you have made any necessary changes, click the Auto Assign People button again.
  7. If an expert has linked successfully you will see their last name in the Assigned People column in the Items Module on the CMS.
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