To define an automatic allocation rule for an ASB case

The procedure to define an automatic allocation rule for an ASB case is as follows:

1. Navigate to Quick Menu > ASB > Configuration > Case Allocation Rules. The ASB Case Allocation Rules window is displayed.
2. Click on New Allocation Rule. The Case Allocation Rule window is displayed.
3. Using the Companies drop-down field, multi-select all companies for which this automatic allocation rule is relevant, or choose the All option, as required 1.
4. Using the ASB Categories drop-down field, multi-select all behaviour classifications that will be subject to this automatic allocation rule, or choose the All option, as required e.g. Drugs/Alcohol, Harassment, Noise, Hate Crime, etc. 1.
5. Where the Case creator user account is to be automatically assigned ASB cases matching the selected rules, activate the adjacent tick box provided.
6. Employing the User drop-down field, multi-select all user accounts to which automatic ownership of matching ASB cases will be assigned, or choose the All option, as required.
7. Using the Role drop-down field, multi-select all desired roles to which automatic ownership of matching ASB cases will be assigned, or choose the All option, as required e.g. Community Support Officer, Housing Manager, etc.
8. Using the Manager (user) drop-down field, select the user account to whom managerial responsibility for matching ASB cases will be assigned 2.
9. Alternatively, using the Manager (role) drop-down field, select the desired role representing the subset of users from which managerial responsibility will be determined separately for each matching ASB case.
10. Enter the Priority Rank value into the field provided i.e. to determine the allocation preference in circumstances where overlapping category and rule combinations are in operation for a specific case 3. The Up and Down arrows are available to increment or decrement the value, as required.
11. Choose an Effective from date for this automatic allocation rule i.e. the date at which it becomes active 4.
12. Choose an Effective to date to automatically deactivate the allocation rule on a specific date in the future; a blank field means the rule will never expire.
13. Click on Save. The new entry, governing the automatic ownership of future ASB cases, is displayed in the Allocation Rules summary table 2 5.
14. Repeat steps 2 through 13 to define further automatic allocation rules 6.

Tip

1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.

2 Highlight an individual allocation rule entry within the summary table to reveal the inherent user account and role memberships.

Note

1 Where a category-independent case allocation rule is required, this field can be left blank.

2 The subset of user accounts is compiled from those having Responsible status for any security group where the ascribed owners are identified as members.

3 Within each company, all priority rank values assigned to the operating rules must be unique.

4 The Effective from date defaults to the current system date and cannot be left blank.

5 To remove the automatic allocation rule, change the Effective to date to be in the past.

6 Within each company, only one automatic allocation rule can be effective for a single category at any one time; where overlapping Effective from and Effective to dates are detected, the user will be asked to amend the values accordingly.

See related topics...

ASB configuration management overview

To create a new ASB category