How to Bulk Assign Additional Categories to Viewers

The Bulk Create functionality is the recommended method for assigning Viewers to Categories at the outset of the Viewing process, when you are creating Viewing batches.

However, if you want to assign a group of Viewers to Categories after the batches have already been created – mid-Viewing process, as it were – this can be done via Bulk Assign, which is much more convenient than doing it on an individual, per-Viewer level.

Steps to Bulk Assign Additional Categories to Viewers

1. Go to Actions>Viewers
2. In the far left column there are checkboxes under the header Assign
3. Check all of the boxes for the Viewers whom you want to assign to a Category
4. Click Assign
5. The Bulk Viewer Assign page will open. From the dropdown, select the relevant Award
6. From the Categories menu, select as many as you require
7. When it comes to Batches, you have two options:
   • If you already have a Batch:
   a. From the dropdown menu, select the one you want to assign these Viewers to
   • If you want to create a new Batch:
   a. Select Other/None from the dropdown menu
   b. Fill in the Batch Name field with the name of your new Batch
8. Click Assign Viewers
9. The Viewers will be assigned to the Categories accordingly