Ah.. I see!
Thanks for the explanation as I will implement SRM later this year! :)

From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Larry Barnes
Sent: Wednesday, March 03, 2010 6:05 PM
To: arslist@ARSLIST.ORG
Subject: Re: Configure Assignment

**
My bad.

Service Direct = Service Request Management
AOT's = Application Object Templates (1 of 4 steps in creating a Service 
Request template)
SDR should have been SRD for Service Request Definition.

Don't ya just luv acronyms !!!

________________________________
From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Martinez, Marcelo A
Sent: Wednesday, March 03, 2010 3:58 PM
To: arslist@ARSLIST.ORG
Subject: Re: Configure Assignment
**
Hey I'm glad to help..
..but please help me now. What is Service Direct, AOT or SDR?

Marcelo

From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Larry Barnes
Sent: Wednesday, March 03, 2010 5:47 PM
To: arslist@ARSLIST.ORG
Subject: Re: Configure Assignment

**
Marcelo,

Thanks for your input.  This caused me to research a bit deeper.  I'm using 
Service Direct with the template in question.  Turns out the template was 
updated to include Tier-1 but when the SD form was submitted the Tier-1 field 
information was not included in the Incident ticket.  Turns out the AOT was 
listing a different Instance ID than the InstanceID in the template form.
After this discovery was made I was able to relink the AOT and the template 
with the SDR form.  All is good now.

Thanks for the help.

________________________________
From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Martinez, Marcelo A
Sent: Wednesday, March 03, 2010 12:51 PM
To: arslist@ARSLIST.ORG
Subject: Re: Configure Assignment
**
Larry,
I suggest including Operational Categorization (at least Tier 1) in your 
auto-assignments.

Are you trying to route all tickets with i.e. product tier 1 = Manufacturing to 
a particular support group regardless of Operational Categorization? Would 
routing using the product name work?

What fields are you using for the current auto assignment?


From: Action Request System discussion list(ARSList) 
[mailto:arsl...@arslist.org] On Behalf Of Thad K Esser
Sent: Wednesday, March 03, 2010 2:30 PM
To: arslist@ARSLIST.ORG
Subject: Re: Configure Assignment

**
Larry,

The primary factor is the value in the Sort Order.  The assignment config with 
the highest numbered sort order (with everything else matching) will be the one 
used.  If you look at the form properties of CFG:Assignment, you will see that 
the records are sorted first by Event, then by descending value of the Sort 
order field (then a whole bunch of other things).

The qualification used for Incident assignment is:
( 'Assignment Event' =  "- General -" ) AND
(( 'Contact Company' = $Contact Company$) OR ( 'Contact Company' =  "- Global 
-" )) AND
(( 'Organization' = $Organization$) OR ( 'Organization' =  $NULL$ )) AND
(( 'Department' = $Department$) OR ( 'Department' =  $NULL$ )) AND
(( 'Company' = $Contact Company$) OR ( 'Company' =  "- Global -" )) AND
(( 'Region' = $Region$) OR ( 'Region' =  $NULL$ )) AND
(( 'Site Group' = $Site Group$) OR ( 'Site Group' =  $NULL$ )) AND
(( 'Site' = $Site$) OR ( 'Site' =  $NULL$ )) AND
(( 'Product Categorization Tier 1' = $Product Categorization Tier 1$) OR ( 
'Product Categorization Tier 1' =  $NULL$ )) AND
(( 'Product Categorization Tier 2' = $Product Categorization Tier 2$) OR ( 
'Product Categorization Tier 2' =  $NULL$ )) AND
(( 'Product Categorization Tier 3' = $Product Categorization Tier 3$) OR ( 
'Product Categorization Tier 3' =  $NULL$ )) AND
(( 'Product Name' = $Product Name$) OR ( 'Product Name' =  $NULL$ )) AND
(( 'Categorization Tier 1' = $Categorization Tier 1$) OR ( 'Categorization Tier 
1' =  $NULL$ )) AND
(( 'Categorization Tier 2' = $Categorization Tier 2$) OR ( 'Categorization Tier 
2' =  $NULL$ )) AND
(( 'Categorization Tier 3' = $Categorization Tier 3$) OR ( 'Categorization Tier 
3' =  $NULL$ )) AND
( 'Status' = "Enabled") AND
(
 (( $Service Type$ = "User Service Request") AND ( 'Request Selection' = 
"Yes")) OR
 (( $Service Type$ = "User Service Restoration") AND ( 'Service Restoration 
Selection' = "Yes")) OR
 (( $Service Type$ = "Infrastructure Restoration") AND ( 'Infra Restoration 
Selection' = "Yes")) OR
 (( $Service Type$ = "Infrastructure Event") AND ( 'Infra Event Selection' = 
"Yes")) OR
 (( $Service Type$ =  $NULL$ ) AND ( 'Help Desk Selection' = "Yes"))
)
Note:  fields with "$"'s are from the Incident form, fields with single ticks 
are from CFG:Assignment.

So, for every record that matches above, the one with the highest sort order 
will be used.  Hopefully that helps you figure out which sort orders you need.

Thad Esser
Remedy Developer
From:

Larry Barnes <larry.bar...@thecreek.com>

To:

arslist@ARSLIST.ORG

Date:

03/03/2010 12:01 PM

Subject:

Configure Assignment

Sent by:

"Action Request System discussion list(ARSList)" <arslist@ARSLIST.ORG>


________________________________



I am new to Remedy support and I'm trying to find a solution to an
issue.  When building a record in the Configure Assignment form can you
specify that all Incident tickets be auto assigned to a specific group
with only the Tier 1 level of the Product Categorization filled in?

This particular group I'm setting up has multiple Tier 2 & Tier 3 levels
under Product Categorizations and I don't want to create records for
each of these different combinations.

Currently I have 1 Configure Assignment record for this group with
nothing in any of the Product Categorization fields so the tickets are
being auto assigned to a different group.

The Sort Order does play a factor in auto assigning, but if I lower the
value then this group starts receiving tickets for other groups.

If a ticket gets created with all the Product Categorization fields set
to null then they are auto assigned to our help desk for evaluation.  I
was thinking that by setting the Tier 1 level this one group uses then
they would get all those tickets auto assigned; but it's not happening.

I guess my real question is, what is the order used by Auto Assign when
assigning tickets based on records in the Configure Assignment form?

Thanks for your time,

Larry B.

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