Administration › Security and Role Management › Groups › Create a Group › Group Tabs › Group Auto Assignments

Group Auto Assignments

The Auto Assignment tab lets you establish a relationship between this group one or more request areas, change categories, issues categories, and locations. This relationship lets you automatically assign tickets (requests, change orders, and issues) that are defined using the request areas or category to eligible members of the group.

Important! The system administrator must enable automatic assignment for each request area and category individually. Listing them on the Group Auto Assignment tab does not enable this function.

To add auto assignments to a group

1. On the Group Detail page, click Edit and select the Auto Assignment tab.
2. Click one of the following buttons:
   • Update Request Areas to select request areas for auto assignment.
   • Update Change Categories to select change categories for auto assignment.
   • Update Issue Categories to select issue categories for auto assignment.
   • Update Locations to select locations for auto assignment.

   The Search page for the selected item displays.

3. Enter the search criteria to display the items you want, and click Search.

   The Update page displays, listing the items that matched the search criteria.

4. From the list on the left, choose the desired items. To choose multiple items, hold down the CTRL key while clicking the left mouse button.
5. When you have selected all the items you want, click .

   The selected items move to the Assigned list on the right.

6. Click OK.

   The Group Detail page displays, with the selected items listed on the Auto Assignment tab.