Process: Dispatcher > Engineer

1. Assign Engineer Node (Automatic/Manual)

• In the process canvas, drag and drop the “Assign Engineer” node.

• Automatic Assignment: This node first executes automatic assignment rules targeting the [Engineer] Role. Work Orders that do not match any automatic assignment rules will proceed to manual assignment.
  (Example: The system will first attempt automatic assignment. If a rule exists—e.g., “Assign to ‘Engineer 1’ when the Work Order’s Record Type is ‘Follow-Up’“—the system completes the assignment automatically.)
  Configure: Automatic Engineer Assignment Rules

• Manual Assignment (Rule-Based): If manual assignment rules are configured, the system will enforce them, restricting assignable personnel and engineers.
  (Example: If a rule states, “For Work Orders where the Account’s region is ‘Nanshan District,’ only ‘Nanshan Dispatcher A’ can assign to ‘Engineer 1’ or ‘Engineer 2,’” only that dispatcher will receive assignment notifications.)
  Configure: Manual Engineer Assignment Rules (Scope Restrictions)

• Manual Assignment (Ad Hoc): Work Orders without matching rules proceed to manual assignment by personnel.

  • (1) Assigner Role: Typically the “Dispatcher” Role, but configurable. (Example: To restrict assignments by conditions like “Value-Added Service Record Type + specific Product Type,” add a conditional branch before this node.)
  • (2) Customize Button Labels: Editable.
  • (3) Additional Fields: If the assigner must provide extra details (e.g., notes), enable this option and select a process layout to configure editable fields.

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• After assignment, the system auto-updates these fields in the Work Order object:

Example of manual assignment: Dispatcher: Work Order Assignment

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