Auto-Assigning Reports
Avionté
You can auto-assign reports into Groups based on the Avionte location. To do this:
Summary: Avionté Auto-Assign Setup
Step 1: Enable Auto-Assign in Yardstik
When adding or editing a Group in Yardstik, turn on the auto-assign setting.
Copy the Group ID for use in Avionté.
Step 2: Finish Setup in Avionté
⚠️ Screenshots below are examples only and are subject to change by Avionté.
Go to the Avionté Marketplace.
On the Yardstik card, click SETTINGS.
In the settings form, find the location you want to link.
Paste the Yardstik Group ID into the Location ID field.
Repeat for all locations and Groups as needed.
Save your changes.
Now, when you order a Yardstik background check through Avionté, the report will be automatically assigned to the correct Group based on the selected location.
Additionally, if you would like to change the Location name in Avionté and want the Yardstik Group name to match, you will need to edit the group in Yardstik.
Editing the Group a Report Is Assigned To
If a report is assigned to the wrong Group or not assigned at all, you can change it from the Report Details page.
✅ You’ll need access to both the current Group and the target Group to make this change.
To reassign a report to a different Group:
Open the report from the Report List.
Click Edit next to the Group field.
Choose the correct Group from the dropdown.
Click Save.
The updated Group name will appear immediately on the Report Details page.