To Begin

Open the Assignment Rules application: Navigate to Home > Risk Management > Assignment Rules or Home > My Client Groups > Health and Safety > Assignment Rules (if you've enabled the Health and Safety landing page). (This icon is available if you're assigned a job role that includes assignment-rule privileges discussed in the Workforce Health and Safety Roles topic.)

You land on a page titled Assignment Rules, which displays "cards" that serve as records of rules that have already been created. (The page is initially empty if no rules have yet been created.) You can sort cards by most-recently created rule, rule name, or object name. Click the card for a rule to display its full definition.

From the Assignment Rules page, you can create and edit rules and arrange the order in which they run.