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Registrations FAQ - Using the Match Roommates Interface

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The Match Roommates Interface (MRI) enables you to manage Room Sharing and Roommate Matching for your event. The MRI is accessible from the Match Roommates link in the Registration tab. You will only see this link in the Registrations tab if the Room Sharing and Roommate Matching module is turned on in Settings > Options.

The MRI consists of three areas which enable you to match roommates and place them in rooms:

  • Current Room Information – Gives statistics about the current room

  • Member Information for Current Room – Tells you who is in the current room

  • Roommates Display area – Contains several tabs that contain information and buttons that enable you to perform the primary tasks of matching roommates into rooms.

  1. Click the Registrations tab.

  2. Click the Match Roommates link.

The following table describes the attendees that are included in each tab in the MRI:

 

Tab

Who is included?

All

All attendees who are sharing their room (including those who have already been matched).

 

Needs Attention

Attendees who typed in the name of their preferred roommate, or attendees who had a problem (e.g., were unmatched by planner or whose request was denied via the online form).

 

Available for Matching

Attendees who are waiting to have a roommate selected for them.

 

Pending

Pairs of attendees (including those whose names were selected from the drop down, and the attendees who selected them). If an attendee is displayed outside of a pair, he/she was probably unmatched by the planner, or has chosen a incomplete registration.

 

Matched

All matched roommate pairs.

 

 

To review and approve matches that have been requested through the online form:

  1. Click the Pending tab. You will see a list of pending matches.

  2. Click the Approve button to approve a match.

  3. Click the Available for Matching tab. You will see a list of roommates who requested a specific roommate.

  4. Click Add to add the first roommate to a room.

  5. If the second roommate does not appear on the same tab, click another tab to find the roommate.

  6. Click Add to add the second roommate to a room.

  7. Repeats steps 4, 5, and 6 above.

Once approved, pairs will be displayed in the Matched tab.

 

To manually match pairs:

  1. Click any tab. Any roommates who are available for matching will have an Add button in front of their record.

  2. Match roommates as described above.  

To review roommates with potential problems:

  1. Click the Needs Attention or ALL tabs.

  2. Match roommates as described above.

To un-match roommate pairs:

  1. Click the Matched or ALL tabs.

  2. Locate the pair you wish to un-match and click the Unmatch button.

Note about Un-Matching Roommates

When un-matching roommates, you do not need to click the Submit button for your changes to be saved.

Roommate and Room Leader

Note that the Housing tab of an attendee’s registration contains information about the registrant in the Room Sharing and Roommate Matching section. The Housing Room Information section contains information about the room leader, who may or may not be the registrant.

 

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