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Auto Assignment: the Rules Engine
Run the rules engine across skill, shift, capacity, and priority, and know which batches to auto-place and which to review.
Auto Assignment: the Rules Engine
Auto Assignment takes a batch of unassigned work and places it itself, weighing skill, shift, capacity, and priority. Used well it clears the backlog in seconds; used blindly it creates chaos you debug for days.
The Rules in Order
- Skill — filter to qualified techs first, no exceptions
- Shift — only techs on duty during the work window
- Capacity — distribute so no bar crosses 100 percent
- Priority — critical work claims the best-fit tech first
Trust vs Review
- Run auto-assignment on routine, low-risk work without review
- Review every critical or high-value assignment before confirming
- Watch the first few runs closely — bad input rules produce bad output
Tips
Start with a small batch and audit the results before scaling up. The rules engine learns nothing, it only obeys, so the quality is on you.