In BDI-3, you use the Allocations page to:
The account holder and other staff members that have allocation privileges can allocate record form licenses to locations in the organization.
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.
Page Detail
Top of Screen
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.
Columns
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.