๐Ÿค– How To Auto-Assign

Audience: FaultFixers Admins. How to create rules to auto assign Jobs to specific team members.

Updated over a week ago

Streamlining your workflow is made easier through automation. To automatically assign Reactive Tickets or PPMs to your team, follow these steps:

Step 1: Access Auto Assignment Settings

Navigate to FaultFixers Web and click on 'Organisation'. From there, select 'Auto Assignment' to access the automation settings.

Step 2: Add a Rule

Within the 'Auto Assignment' section, click on 'Add Rule'. This action prompts the creation of a new automation rule.

Step 3: Define Rule Conditions

Specify the conditions for the automation rule. For example, select 'WHEN' and choose a criterion such as 'Building', then specify the building of your choice. Next, select 'ASSIGN TO' and choose the user (or users) to whom you want the tickets assigned. For instance, you can assign all jobs generated in the White Building to Johnny Rose.

Step 4: Further Refine Rule Conditions (Optional)

Optionally, you can add additional conditions to the rule to further refine the ticket assignment process. For example, you can specify conditions based on specific buildings, ticket categories, or other parameters to fine-tune the assignment process.

Step 5: Save the Rule

Once you've defined the rule and its conditions, remember to save it by clicking on the 'Save' icon. This ensures that the automation rule is activated and applied to incoming tickets accordingly.

Need Assistance?

If you require further assistance or have additional questions,

don't hesitate to reach out to us at support@faultfixers.com.

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