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Create a Rule to route the Work Request

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Level: Administrator

You can use this to automate requests to become work requests.

  1. Navigate to Settings.
  2. Under the Tools and Support heading, click the Portal icon. The Portal screen displays. 

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  1. Click the Request Routing button. The Rules dialog displays.

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  1. Click the + icon.

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  1. In the Rule Title field, enter the name of the rule.
  2. In the Description field, enter the description of the rule.

When

  1. The When drop-down, defaults to a request is created.
  2. Click Add a condition.

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  1. Select either: Request Purpose, Site, Priority, Asset Category, Asset Class, or Issue Description.
  2. Select either: equals, does not equal, is one of, or is not one of.
  3. Then, depending on your selection, either enter the value OR select a value.
  4. If you want to add another condition, you can repeat steps 8 to 11. Note that this adds another AND condition, so this means both conditions must be met.

Then

  1. The Then drop-down, defaults to create a work order.
  2. Click Add a default value.

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  1. From the set drop-down, select either: Work Type, Priority, Due Date (# of days), or Trigger down time event.
  2. Then, depending on your selection, either enter the value OR select a value.
  3. If you want to add another condition, you can repeat steps 13 to 16.
  4. Click the Create Rule button.

The rules is saved.

If you no longer need a rule, then click the Delete icon.