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Assign Locations to an Issue Category

If you assign a location to an issue 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 issue is assigned to the default group and assignee. If these defaults are not defined, the issue is left for manual assignment.

Note: For more information, see the Administrator Guide.

To assign locations to an issue category

  1. On the Auto Assignment tab of the Issue 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 Issue Category window displays the assigned locations.