Create Service Request Assignment Rules |
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You can use assignment rules to automatically assign bill adjustment requests to queues. These assignment rules can be run on a schedule. You must sign in as an administrator to do this task. Go to Navigator > Others > Setup and Maintenance. In the Setup and Maintenance work area, go to the following: Offering: Service Functional Area: Communication Channels Task: Manage Service Assignment Rules On the Manage Service Assignment Rules page, select Service Request Queuing Rules from the Category drop-down list. In the Rule Sets section, click the Plus icon, and then enter the following information. Name: Billing Adjustment Queue Description: DX4C Billing Adjustment Queue To create rules for the rule set, click the Plus icon in the Rules section. In the Create Rule page, enter a name for the rule. In the Conditions section, click the Plus icon to add a condition by and define the required attribute. Enter the following information and select it. Object: Service Request Attribute: Category Operator: Equals Value: Search for category short name ATC_BILLING_ADJUSTMENT To add an additional condition, click the Plus icon and enter the following information. Object: Service Request Attribute: Status Operator: Equals Value: Search and select Waiting In the Action: Assign Queue section, click the Plus icon to select a queue. In the Select and Add: Queue dialog box, search for, and select a queue. Click Apply. Click Save and Close. Click Save and Publish to publish the assignment rules. The service request assignment is defined. Note: You must republish the assignment rules each time the rule is changed. Also republish the rules each time the associated queue is deleted, enabled, or disabled. |
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