Accessing the Allocation Engine
The Allocation Engine is a standalone tab in the EnrolNow System. You can locate this in the top menu bar of EnrolNow as shown here.
Once you have navigated to the Allocation Engine, please select the relevant parameters from the drop down options for Care Period, Program Type and Allocation Step (Program or Service) to commence allocations.
Please refer to these help articles for more information about:
- Navigating around the Allocation Engine
- Using the Allocation Engine to commit allocations
- Downloading data from the allocation engine
- Overview of allocation engine
| Please note: Some EnrolNow CRMs may still be utilising v1 of the allocation engine which is accessed from quick action buttons in the children tab. If you are unable to see the Allocation Engine in the main menu bar, please refer to this help article for more details about v1 of the allocation engine which is being progressively updated. |
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