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About Assignment Rule Inheritance and Templated Criteria

Rule inheritance allows assignment administrators (AAs) to enforce business logic, while allowing delegated administrators (DAs) to further refine that logic. In addition, inheritors of rules can refine those same rules and specialize them for their unique circumstances.

Templated criteria are special criteria that can be applied to inherited rules. Assignment Manager does not process templated criteria until an inheritor of an assignment rule chooses to apply a template to the inherited rule.

To use templated criteria, administrators (AA or DA) must first create criteria templates for inheritable rules by checking the Template field in the Criteria list for the criteria they want as templates. When an assignment rule is inherited, the inheritor has the option to either apply the templated criteria into an actual criterion--by checking the Create From Templates button in the Criteria view tab--or to create a new criterion for the inherited rule.

NOTE:  Assignment Manager ignores criteria that have the Template field checked on an assignment rule until such time as that rule is inherited and the templated criteria is applied to the inherited rule.

TIP:   It is recommended that AAs create templated criteria to assist DAs in rule creation. This reduces the need for DAs to fully understand the steps required and implications of creating new logic.

For more information about creating criteria templates for assignment rules, see Adding Criteria Templates to Assignment Rules. For more information about applying templated criteria to assignment rules, see Applying Templated Criteria to Inherited Assignment Rules. For examples of delegated assignment rule inheritance and adding and applying templated criteria to assignment rules, see Examples for Using Delegated Assignment.