Previous Topic: Assign Groups to a Change CategoryNext Topic: Assign Workshifts to a Change Category


Assign Locations to a Change Category

If you assign a location to a change category, tickets in that category are auto assigned only if a matching location is found. For example, a change order is auto assigned if there is an eligible analyst at:

If the affected asset or customer has no specified location, the change order is assigned to the default group and assignee. If these defaults are not defined, the change order is left for manual assignment.

Note: For more information, see the Administrator Guide.

To assign locations to a change category

  1. On the Auto Assignment tab of the Change Category Detail page, click Update Locations.

    The Location Search window opens.

  2. To filter the search, complete one or more of the search fields, or leave all fields blank to search for all locations, then click Search.

    The Locations Assigned Update window opens.

  3. Use the arrow buttons to move available locations to or from the Locations Assigned list.
  4. Click OK.

    The Locations Assigned Update window closes and the Change Category window displays the assigned locations.