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 criteria templates.

   For information about:

   • Creating new criteria, see "Process of Creating Assignment Criteria for Use in Assignment Rules"

   • Applying criteria templates, see "Applying Criteria Templates to Inherited Assignment Rules"

3. Add candidates to the assignment rule.

   For information about adding candidates, see "Choosing a Candidate as the Primary Assignee".

Inheriting Delegated Assignment Rules

This topic explains how to inherit an assignment rule using the delegated assignment administration views.

This task is a step in "Process of Inheriting and Refining Delegated Assignment Rules".

To inherit a delegated assignment rule

1. Navigate to the Administration - Delegated Assignment screen, and then the Rule Group Explorer view.

2. In the Rule Group Explorer, expand the rule group for which you want to inherit rules, and then click Inheritable Rules.

3. Select one or more rules that you want to inherit, and then click Inherit Rules.

   The rule (or rules) now appear as rules in the Rule Group Explorer view under Rules.

Applying Criteria Templates to Inherited Assignment Rules

This topic explains how to apply predefined criteria templates to inherited assignment rules using the delegated assignment administration views.

This task is a step in "Process of Inheriting and Refining Delegated Assignment Rules" and an optional step in "Process of Making an Assignment Rule Inheritable".

To apply criteria templates to an assignment rule

1. Navigate to the Administration - Delegated Assignment screen, and then the Rule Group Explorer view.

2. In the Rule Group Explorer, expand the rule group in which the assignment rule resides and you want to apply criteria templates, and then click Rules.

   
   

   Note: Depending on the rule, you might have to navigate down the hierarchy.

   
   

3. In the My Rule Group Explorer list, drill down on the assignment rule for which you want to apply criteria templates, and then click Create From Templates.

4. In the Pick Criteria Templates dialog box, select the rule criterion that you want, and click OK.

   A new criterion is added to the rule.