BDI-3 Allocations Overview

There are two ways to open the Allocations page:

On the Organization Management menu, select Allocations.
On the Organization tab of the Locations page, click the Allocations icon on the row for which you want to make allocations.

Purchased - The number of record forms purchased by this organization.
Used - Record forms at this level that have been administered and committed.
Available - The number of record forms that are still available to be allocated.
Record Form - Select the record form to allocate.
Enter a Location - Type the name of a location and click the search icon to find it.

Name - The name of the location. Use the arrows to expand and collapse the list.
Hierarchy Level - The root and sub level for the location on this row.
Customer ID - The ID only appears for the root level.
Electronic Record Forms (ERFs) / Available - The number of record forms available for this location. In this example, the root level has allocated 5 records to the Greely Elementary school.
Actions - Click the Edit icon to allocate record form licenses.

In BDI-3, you use the Allocations page to: Add record form licenses, or remove record form licenses. The account holder and other staff members that have allocation privileges can allocate record form licenses to locations in the organization.