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.