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Allocate work automatically

Configure the TotalAgility Workspace to automatically allocate work to the right resource by calling the PerformAutoWorkAllocation() API on the ActivityService. As needed, call this API from a process that you schedule to run at regular intervals.

The System assigns activities having the Awaiting Allocation status to resources with:

  • Required auto allocation debits where the due dates fall within the specified date range. See Manage time categories for information on debits and credits.

  • Required skill level.

Note If you supply due dates (start date/end date), the time required is ignored and replaced with beginning of day/end of day.

For example, if a business day begins at 9.00 AM and ends at 5.30 PM and you have an activity that changes to the Awaiting Allocation status at 2.00 PM of March 15, and remains so until 12.00 AM of March 16, then the due date becomes March 16 (ignoring the end time). TotalAgility Workspace considers all the resources matching the skill level on that date for automatic allocation of work.

If more than one resource with the required auto allocation debits is available, TotalAgility Workspace assigns the resource with the highest skill level to the activity.

Note Define skill levels at the Process or Server level, depending on your requirement.

Once an activity is allocated, the status changes from Awaiting Allocation to Pending.