The procedure to define an automatic allocation rule for a home buy case is as follows:
- Navigate to Quick Menu > Home Buy > Configuration > Case Allocation Rules. The Home Buy Case Allocation Rules window is displayed.
- Click on New Allocation Rule. The Case Allocation Rule window is displayed.
- Using the Companies drop-down field, multi-select all companies for which this automatic allocation rule is relevant, or choose the All option, as required
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- Using the Case Type drop-down field, multi-select all home buy schemes that will be subject to this automatic allocation rule, or choose the All option, as required i.e. Right To Acquire, Right To Buy or Social Home Buy.
- Where the Case creator user account is to be automatically assigned home buy cases matching the selected rules, activate the adjacent tick box provided.
- Employing the User drop-down field, multi-select all user accounts to which automatic ownership of matching home buy cases will be assigned, or choose the All option, as required.
- Using the Role drop-down field, multi-select all desired roles to which automatic ownership of matching home buy cases will be assigned, or choose the All option, as required e.g. Home Buy Scheme Advisor, Housing Manager, etc.
- Using the Manager (user) drop-down field, select the user account to whom managerial responsibility for matching home buy cases will be assigned
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- Alternatively, using the Manager (role) drop-down field, select the desired role representing the subset of users from which managerial responsibility will be determined separately for each matching home buy case.
- Choose an Effective from date for this automatic allocation rule i.e. the date at which it becomes active 2.
- Choose an Effective to date to automatically deactivate the allocation rule on a specific date in the future; a blank field means the rule will never expire.
- Click on Save. The new entry, governing the automatic ownership of future home buy cases, is displayed in the Allocation Rules summary table 2 3.
- Repeat steps 2 through 12 to define further automatic allocation rules 4.
Tip
1 Where only a small number of parameter values are not required, activate the All tick box first and then deselect individual items from the full list, as appropriate; the All tick box will be automatically removed once an item is deselected.
2 Highlight an individual allocation rule entry within the summary table to reveal the inherent user account and role memberships.
Note
1 The subset of user accounts is compiled from those with Responsible status for any security group of which the ascribed owners are members.
2 The Effective from date defaults to the current system date and cannot be left blank.
3 To remove the automatic allocation rule, change the Effective to date to be in the past.
4 Within each company, only one automatic allocation rule can be effective for a single case type at any one time; where overlapping Effective from and Effective to dates are detected, the user will be asked to amend the values accordingly.
See related topics...
Home buy configuration management overview
