Define Business Structure › Locations › Configure Auto Assignment by Location

Configure Auto Assignment by Location

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

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

To add auto assignments to a location

1. On the Location 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 Groups to select groups for auto assignment.

   The Search page for the selected item appears.

3. Enter the search criteria to display the desired items and click Search.

   The Update page appears, 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 Location Detail page displays, with the selected items listed on the Auto Assignment tab.