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Delegated Assignment Rule Administration Overview

If you plan to use delegated assignment, the assignment administrator (AA) or designee must first prepare the assignment rules for inheritance in addition to the tasks presented in Process of Defining Assignment Rules.

The assignment administrator (or designee) typically creates rules and rule criteria templates (templated criteria) from which all other delegated rules and rule criteria are created using the Administration - Assignment views. Delegated administrators (DAs) can inherit these predefined rules and further refine those rules by adding new criteria or from templated criteria using the Administration - Delegated Assignment views. These refined rules can again be inherited and modified by other delegated administrators at a lower level in the hierarchy, and so on. At each level in the hierarchy, administrators can assign designees to act on their behalf. Designees can view and edit rule groups (and the rules within those rules groups) on behalf of an AA or DA. Figure 11 shows an example of this n-tier hierarchical relationship.

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.

For more information about delegated assignment, see Delegated Assignment. For more information about rule inheritance and templated criteria, see About Assignment Rule Inheritance and Templated Criteria. For examples for implementing delegated assignment, see Examples for Using Delegated Assignment.