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Sample Delegated Assignment Process Flowchart

This topic is part of About Delegated Assignment.

Figure 27 provides a sample process flowchart of the delegated assignment feature. Each of the process steps are explained in further detail later in this chapter.

Figure 27.  Sample Process Flowchart for Delegated Assignment

Figure 27 shows the following relationships:

• Amy is the EVP of Sales and is the assignment administrator. Amy must first create root-level rule groups, child rule groups, and rules, and add criteria templates and owners of the child rule groups to the assignment rules before delegated assignment can be implemented.
• Lance and Henry are Sales VPs and are delegated administrators (second-tier). Lance and Henry must first inherit rules in the rule group Amy created for their respective areas, and can then further refine and delegate those rules further down the hierarchy.
• Rick and Sarah are Sales Managers and are delegated administrators (third-tier). Rick and Sarah inherit the rules created by Lance for their respective areas, and then further refine those rules for their sales representatives.
• Robin and Sam are Partners and are delegated administrators (third-tier, similar to Rick and Sarah). Robin and Sam inherit the rules created by Henry for their respective areas, and then further refine those rules for their sales representatives.

NOTE:  After a rule is inherited in child rule groups and changes are made to the original rule, such as adding criteria to, expiring, or even deleting the rule, those changes are propagated down the hierarchy to all rules that were inherited from it.