Create an assignment rule

Create an assignment rule and apply it to a compliance case type or request type by using the Compliance Case Management application. By using an assignment rule, you can determine the appropriate person or group to handle a compliance case.

Before you begin

Role required: sn_compliance_case_admin

About this task

You can create an assignment rule to assign the case or request to a user or group by the pre-defined conditions.

Procedure

1. To define assignment rule for a case type, navigate to All > Compliance Case Management > Case types.

2. To define assignment rule for a request type, navigate to All > Compliance Case Management > Request types.

3. Open a case or request type from the list.

4. On the case type or request type form, select Assignment Rules.

5. Select New.

6. On the form, fill in the fields.

   For a description of the field values on the Assignment Rule form, see Assignment Rule form.

7. Select Submit.

8. Assignment Rule form
   Use the Assignment Rule form to define the case assignment rules in the Compliance Case Management application.

Parent Topic:Create a case type