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How do I automatically assign jobs to a group or user?

Automatically assigning jobs to a group when creating a new job brings several key benefits, particularly in terms of efficiency, accountability, and resource allocation.

The system uses Responsible rules to assign jobs to the appropriate group based on specific settings. You can customize the list to designate who will be responsible for each job according to factors like job category, priorities, site object, and day of week/time.

Log in to the administrative client.

1. Go to System settings/ Jobs/ Responsibles rules
2. Click Add

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3. Choose who you want the job to be referred to by filling in Suggest Responsible
4. Uncheck the Any Category box under the Job Categories tab and check the job category you wish to use.

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5. By the priorities tab, choose whether a specific priority should apply to the job.

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6. By the Site Object tab, select whether you want it to be a specific object that the job was created against.

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7. By the Day of week and Time tab, you can set whether you want it to be a specific day and during a specific time.
8. When you are finished, check the box Do not process subsequent rules
9. Then click OK to save

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10. Use the Move up or Move down buttons to move the existing rule for you to the bottom of the list.

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