Overview of Assignment Rules
Any number of professional users may participate in resolving health and safety incidents. Rather than undergo the time-consuming process of assigning these users manually, you can create rules that assign professional users automatically to incidents and related objects.
A user with the EHS Manager job role can manage assignment rules. Each rule designates one of four objects: Details, Event, Investigation, or Action. The Details object represents the incident itself, and the other objects represent items professional users may create to address the incident. Each rule applies specifically to the object it designates. For example, if a rule specifies the Investigation object, it assigns users to investigations that have been added to existing incidents.
Next, the rule defines up to five conditions that identify the incidents (or related objects) to which it can assign professional users. These conditions focus on attributes of employees who report incidents (or are selected as reporters). For example, a rule may make assignments if an incident is reported by an employee assigned to a particular business unit in a particular country. For another example, a rule may make assignments for an incident if its reporter has selected a particular event type for it.
Finally, the rule assigns professional users to each incident object its conditions select. For each of the capacities in which users can be authorized, it can assign any number of individual users or the line manager of the incident reporter.
The creation of an incident or any related object is the trigger for rules to be evaluated. They run in an order that you establish, and processing stops with the first rule to return results. Rules not only assign professional users, but also validate that they are eligible for their assignments.