1. Party Configurations User Guide
  2. Configurations
  3. Dynamic Task Allocation
  4. Setup Dynamic Task Allocation
  5. Rule Group Creation

1.16.1.4 Rule Group Creation

This topic describes the systematic instructions to create the Rule Groups required for Dynamic Task Allocation.

Rule group Maintenance will be used for prioritizing the rules. The rule will be run as per the priority, and if the condition is met, assignment will happen to the user per the rule outcome. If none of the rule is met, then task will not be assigned to a user (task will be unassigned and available under “Free tasks”)

Initiate the Rule Group Creation

  1. On Home screen, click Rule. Under Rule, click Rule Group.
  2. Under Rule Group, click Create Rule Group.
    The Create Rule Group screen displays.

    Figure 1-29 Create Rule Group


    Description of Figure 1-29 follows
    Description of "Figure 1-29 Create Rule Group"