This documentation applies to the 8.1 version of Change Management, which is in "End of Version Support." You will not be able to leave comments.

To view the latest version, select the version from the Product version menu.

Automatically assigning changes

You can automatically assign a change by using the Auto Assign option, as follows:

When using the Best Practice view

When using the Classic view

In the Work Detail tab, click the auto assign icon of the Manager Group field.

In the Assignment tab, select the option from the Set Assignment using or Set Implementer using menu.

Assigning the change coordinator using Auto Assign uses the requester's information, the Change Location information, and the Operational and Product Categorization information about the form to determine an assignment match.

These assignments are based on routing information stored in the CFG:Assignment form. The CFG:Assignment form assigns the groups and then Auto Assign assigns the individual. For more information, see the Working with auto-assignment.

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