Process of Making an Assignment Rule Inheritable

By associating positions to the inheritance access list for an assignment rule, you make that rule inheritable for use by child rule groups (accessible by the rule group's owners and designees). Assignment administrators (AAs and DAs) can make an assignment rule inheritable as long as they have access to the rule.

To make assignment rules inheritable, you perform the following tasks:

1. "Creating Child Assignment Rule Groups"

   You must first create a child rule group from a parent rule group, setting the Parent Rule Group field to the current rule group.

2. "Adding Owners to the Inheritance Access List"

   After creating the child rule group, you add the owner of the child rule group to the inheritance access list for the rule.

   
   

   Note: Unless the owner of a rule group is on the inheritance access list, that owner (and his or her designees) cannot inherit a rule.

   
   

3. (Optional) "Adding Criteria Templates to Assignment Rules"

   Optionally, you can add criteria templates to an assignment rule. DAs then have the option to apply the criteria templates to their inherited rules in lieu of creating new criteria.

Creating Child Assignment Rule Groups

This topic explains how to create a child assignment rule group using the delegated assignment administration views.

This task is a step in "Process of Making an Assignment Rule Inheritable".

To create a child rule group

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 folder for which you want to define a child rule group, and then click Rule Groups.

3. In the My Rule Group Explorer list, click New.

4. In the new rule group record, click in the available fields to enter relevant information for the new group rule.

   1. In the Name field, type a name for the child rule group.

   2. In the Owner Position field, click the select button to query for an owner, and then click OK.

Note: You must specify an appropriate position for the owner. A position cannot be owner (or designee) for a rule group below one for which that position is already an owner or designee.

For field descriptions, see "Creating Assignment Rule Groups".

Tip: Activation and expiration dates are modifiable only at the root-level rule group level in the hierarchy. All other rule groups under the root-level rule group share the same dates and are read only.

Adding Owners to the Inheritance Access List

This topic explains how to add owners to the inheritance access list for an assignment rule using the delegated assignment administration views. After owners are added to the inheritance access list of an assignment rule, inheritors of that rule can further refine and specialize that rule.

This task is a step in "Process of Making an Assignment Rule Inheritable" and "Setting Up Assignment Responsibility for Designees".

To add an owner to the inheritance access list

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 then click Rules.

3. In the My Rule Group Explorer list, drill down on the assignment rule that you want to make inheritable, and then click the Inheritance Access view tab.

4. In the Inheritance Access List, click Synchronize.

   
   

   Note: This action first deletes anyone from the list who is not an owner of a child rule group and then adds back only the owners of the child rule group. To prevent deletion, check the Lock During Synchronization checkbox next to a position before clicking Synchronize.

   
   

5. Delete any positions from the list that you do not want to inherit rules.

6. Alternatively, you can add a single position:

   1. In the Inheritance Access List, click New.

   2. In the Pick Positions dialog box, query for the position that you want to give access, and then click OK.

Adding Criteria Templates to Assignment Rules

This topic explains how assignment administrators (AAs) can add criteria templates to an assignment rule using the delegated administration views. After you create criteria templates, the criteria templates are available for use with inherited rules.

Note: It is recommended that assignment administrators create criteria templates to assist DAs in rule creation. Doing this reduces the need for DAs to fully understand the steps required and implications of creating new logic.

This task is a step in "Process of Making an Assignment Rule Inheritable".

To add 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, select the assignment rule for which you want to add criteria templates.

   
   

   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, and then click the Criteria view tab (if not already active).

4. Add a new criterion.

   For information about creating new criteria, see "Process of Creating Assignment Criteria for Use in Assignment Rules".

5. Check the Template checkbox for the new criterion.

   The new criterion template is now available for use with inherited rules.

   
   

   Note: Assignment Manager does not process criteria templates until an inheritor chooses to apply a template to an assignment rule. When someone inherits from that rule, that person has the option to apply a template into an actual criterion (by checking the Create From Templates button in the Criteria view tab) instead of creating a new criterion.