Welcome > Administration > Prioritize work using work allocation rules

Prioritize work using work allocation rules

A manager or business analyst can use work allocation rules to prioritize work for their resources. Once prioritized, TotalAgility systematically pushes the work to the resource work queue based on the following priorities:

  • None

  • All

  • Activity

  • Activity SLA

  • Individual

  • Job SLA

  • Priority

  • Process

  • State

  • Work Type

  • Work Queue Query

Once you define a work allocation rule, you can assign the rule directly to a resource or a resource group; doing so makes the rule effective for all resources who have the selected resource group as their working group. For example, the day on which a bank releases the quarterly statements, the task of posting bank statements is assigned as a work allocation rule to the Backroom Staff. The system prioritizes the task by putting it at the top of the Backroom Staff work queues when the activity becomes pending.

  1. On the Administration menu, click Work Allocation Rules.

    The Work Allocation Rules page appears.

  2. On the Select Category list, select the category for which to view the current rules.
  3. Click Create Creates an item.

    The Work Allocation Rule - Create page appears where you can specify rule conditions.

  4. On the Category list, select the category to which to add a new rule.
  5. Enter a Name and Description for the new rule.
  6. Create a work order as follows:
    1. Click Create Creates an item.
      The Work Allocation Rule Details page appears.
    2. Enter the description in the Description box.
    3. On the Type list, select the type to use.

      Based on the selected type, additional fields to specify priority appear:

      Type

      Additional Fields with their description

      None

      No additional fields.

      All

      No additional fields.

      Activity

      Name of the activity.

      Activity SLA

      Status of the activity, such as Red.

      Individual

      No additional fields

      Job SLA

      SLA status of job, such as Green.

      Priority

      Select either of the following Priority Type:

      • Activity (default): Accepts values from 1 to 10. (Highest: 1, Lowest: 10)

      • Job: Accepts values from 1 to 100. (Highest: 1, Lowest: 100)

      Process

      • Category: A list of available categories.

      • Details: A list of all the maps, process templates and skins within a selected category.

      Note Select a category in which the map is available and then select the map to prioritize.

      State

      Name of the state.

      Work Type

      A list of work type. You can create, update and delete metadata for a work type. See Create metadata.

      Work Queue Query

      A list of work queue query.

      Select a work queue query so that work is returned based on the search defined in the query.

  7. Click OK.
  8. To change the order of the rule, select the work order and click Move Up WorkspaceUpArrow or Move Down WorkspaceDownarrow.
  9. Click Save.

    The Work Allocation Rules page appears with the new rule.

Delete work allocation rules

To delete a work allocation rule, select the rule and click Delete Deletes an item.