About the Case Assignee Rules Form

This service is reserved for future use. When implemented, it will track the different rules that may exist for automatically assigning individuals to handle cases.

Currently, an organization can store information in this service but it does not drive other system functionality to automatically assign cases.

Advanced Tab

When implemented, an organization can supplement the default rule logic for a particular assignee rule by writing a .NET object that contains the additional logic and specifying the details of that object on this tab.

Rule Object

The location of the rule’s object in the Aptify Object Repository.

Rule Class

The class name that provides the rule logic.

Rule Assembly

The assembly name of the rule object.

Attachments Tab

The Attachments tab lists any files relevant to the Case Assignee Rules record.

Comments Tab

The Comments tab lists all comments relevant to the Case Assignee Rules record.

General Tab

Case Category

Specifies the category of cases to which this rule applies. This field links to the Case Categories service. See About the Case Categories Form for more details.

Case Type

Specifies the type of cases to which this rule applies. This field links to the Case Types service. See About the Case Types Form for more details .

Default Manager

The name of the manager who oversees cases of this type and category. This field links to the Employees service.

Default Primary Assignee

The default employee to whom cases of this type and category should be assigned. This field links to the Employees service.

Default Primary Assignee Role

The role to use for the default primary assignee. This field links to the Case Roles service. See About the Case Roles Form for more details.

Default External Assignee

For cases assigned to an external party, this field specifies the default company to assign them to. This field links to the Companies service.

Default External Assignee Contact

For cases assigned to an external party, this field specifies the contact person at that external company. This field links to the Persons service.

Start Date

The start date for when this rule should take effect.

End Date

The end date for this rule.

Options Tab

Rank

Specifies the order in which new cases should be assigned to qualifying assignees beginning with the lowest rank. If a particular assignee has reached the limit, then the case should be assigned to the assignee with the next rank.

Maximum Number Of Assignments

Specifies the maximum number of cases that can be assigned to this team (manager and internal/external assignees).

Cap Assignments At Limit

When selected, this option indicates that the team should not be assigned additional cases once the Maximum Number Of Assignments has been reached.

Assign To New Case

When selected, this option indicates that the team can be assigned new cases.

Assign to Updated Case

When selected, this option indicates that the team can be assigned existing cases that have been updated to match this record (based on changes to category and/or type).