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Implementing Work Assignment and Distribution
View topic for Implementing Work Assignment and Distribution
Chapters
Overview of Key Work Assignment and Distribution Concepts
How the Application Assigns Work in Automatic Assignment
Topics
Overview of Service Request and Task Assignment
General Procedure for Setting Up Work Assignment
Automatically Assigning Service Requests to Groups
Automatically Assigning Service Requests to Individuals
Automatically Assigning Service Request Tasks to Groups
Automatically Assigning Service Request Tasks to Individuals
Guidelines for Setting Up Service Territories
Guidelines for Setting Up Calendars, Shifts, and Exceptions
About the Load Balancing Formula
Setting Up the Load Balancing Formula
Specifying the Numerical Equivalents for Skill Levels
General Procedure for Setting Up Work Distribution
Turning On Work Distribution and Synchronizing Work Data