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Process of Inheriting and Refining Delegated Assignment Rules

To inherit and refine delegated assignment rules, you perform the following tasks:

1. Inherit an assignment rule.

   For a procedure, see Inheriting Delegated Assignment Rules.

2. Add criteria to the inherited assignment rule by either creating new criteria or applying templated criteria.

   For information about:

   • Creating new criteria, see Creating Assignment Criteria
   • Applying templated criteria, see Applying Templated Criteria to Inherited Assignment Rules
3. Add candidates to the assignment rule.

   For information about adding candidates, see Adding Employees, Positions, and Organizations to Assignment Rules.

For more information about delegated assignment, see Delegated Assignment and Delegated Assignment Rule Administration Overview.