Forms Used to Set Up Routing Information
Form Name  | 
                        FormID  | 
                        Navigation  | 
                        Usage  | 
                    
|---|---|---|---|
Case Provider Group Routing Rules Sequence  | 
                        W17506H  | 
                        Case Setup (G90CG), Provider Group Revisions On the Work With Provider Groups form, select Routing Sequence from the Form menu.  | 
                        Define the order that the system uses to search for a match between the case and routing rules. The system uses a hierarchical search method, from most specific to most general. Record a number in the Sequence Number field and then enter Y in the fields that the system includes in the hierarchical search.  | 
                    
Case Provider Group Routing Rules Revisions  | 
                        W17506G  | 
                        On the Work With Provider Groups form, select Routing Rules from the Form menu.  | 
                        Set up routing rules to direct cases to the proper provider groups. Specify either a person (assignee) or a provider group and then use any of the other active fields such as Product Model, Product Family, Environment, and so on, to determine the routing rule.  |