Automatically assigning changes

You can automatically assign a change by using the Auto Assign option.

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

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 Auto-assignment-methods.