How to Configure Auto Assign Work Orders (Advanced)

This feature allows for more variables in the auto-assignment process based on the criteria set up. It can vary by Contractor, Client, State, County, City, Zip Code, and Contractor/Vendor Capacity.

Follow the steps below:

1. Click on the ‘Admin’ tab
2. Select the ‘General’ page
3. Click on the ‘Auto Assign Work Orders (Advanced)’ feature
4. Click on the ‘Add Coverage’ button
5. Select the desired contractor, all applicable parameters, and define and establish the maximum total open orders.
6. To set capacities by Work Type Category, click on the ‘Update Capacity’ button.
7. Enter specific capacities and then click the ‘Update’ button.
8. Click ‘Save Contractor’ in order to save results. You can also ‘Save Template’ to save parameters laid out in the coverage profile.
9. Repeat steps 4-8 to add more vendor coverage.
10. To set the Auto Assign Priority, start by clicking one of the Work Type Categories:
11. Choose the mode in which vendors will be assigned. You can choose whether to always use the same contractor, ensure that the vendor changes as little as possible, or just use the scores setup.
12. Choose the Overflow mode to determine what happens when an auto-assign vendor reaches max capacity.
13. Assign a value of -10 to 10 to each different factor you wish to utilize to calculate an assignment score for each vendor. Assigning a factor with -10 will greatly decrease their score, and vice versa. The vendor with the highest score will be assigned the work order.
14. Click on the ‘Save’ button.

You are also able to display vendor coverage by specific vendor OR Work Type Category.