Auto-assignment methods
The assignment method determines who is assigned to an issue when more than one person matches the qualification. In such cases, the following assignment methods can be specified in an assignment rule to automatically assign the issue:
Assignment method | Description | Example |
|---|---|---|
Round Robin | Assigns the issue to the person who has gone the longest since receiving an assignment. | Person A is selected when person A was assigned an issue at 9:00 A.M., and Person B was assigned an issue at 10:30 A.M |
Load Balance by Number | Assigns the issue to the person who has the fewest number of issue assignments. | Person A is selected when Person A is assigned two issues and Person B is assigned three issues. |
Load Balance by Capacity | Assigns the issue to the person who has the lowest capacity ratio. | If person A has a capacity rating of 10 and is assigned 5 issues, then the capacity ratio is 5/10=0.5 (Assigned issues/Capacity rating=Capacity ratio). Similarly, if person B has a capacity rating of 20 and is assigned 8 issues, then the capacity ratio is 8/20=0.4. In this case, person B is selected because of the lowest capacity ratio. But if person A and person B have a capacity rating of 10 and are assigned 10 issues, in this case, the next open issue is assigned to the person who has gone the longest since receiving an assignment. |
For the Load Balance by Number and Load Balance by Capacity assignment methods, it is possible that two or more people qualify for an issue. In such cases, the assignment does not happen in alphabetical or random order, but in the sequence in which the records are fetched. This sequence is determined by the sort order on the assignee form, if specified; else, in the order in which the records are created.
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