Skip to main content

Assignment Rules

Summary​

Assignment Rules is an interface for viewing and managing all existing assignment rules in the system. Get a list of rules displayed in a tabular format. View the status of each rule and take appropriate actions directly from this page.

What you can do​

  • Details: Monitor to whom the resource is assigned, a summary of the conditions that trigger the rule, and the priority of each assignment rule.

  • Filter the table: Use the 'Search' feature to refine the data.

Actions​

  • Permission limitations: Use the buttons and table to access available actions based on your permissions.

  • Add an Assignment Rule: Create a new rule by clicking the green "Add" button. Specify the name, conditions, and assign to fields.

  • Update Priorities: Use the Actions column buttons to manage rules.

  • Re-apply Ruleset Action: Initiate a new check of the already assigned resources against the current ruleset.

Tips​

  • Prioritize Critical Tasks: Assign resources to high-priority tasks first, ensuring that critical operations or deadlines are met before allocating resources to less urgent activities.

  • Balance Workload: Distribute resources evenly across tasks to avoid overloading any single resource.