Assigning Work Automatically with Work Assignment Assistant

Work can be automatically assigned using the Work Assignment Assistant. (Automatic assignment removes the option of reviewing the suggested assignments.)

The OPS > Work Assignment Assistant properties determine how this feature functions. In particular, the OPS > Work Assignment Assistant > Assign All Work Option Restricted to Single Pass property specifies whether the assignment process is restricted to one pass.
The system doesn't assign work to employees who have recognized absences on the specified date.
  1. In the Work Assignment Assistant screen set the Context (F3).
  2. Select the Agency to which to assign work.
  3. Select the Profile to use for assignment.
    The dropdown list includes profiles created from the Work Assignment Assistant Profile screen.
  4. Select the Date on which to assign work.
  5. Optional: Modify the other fields.
    These values are set by the selected work assignment assistant profile. If the OPS > Work Assignment Assistant > Work Assignment Profile > Enforce Work Assistant Profile property is selected, the fields won't be editable.
  6. Select OK.
  7. Select Auto Assign All Work: Auto Assign All Work