How to set up assignment rules for subsidiary sites

1. Go to Case Manager ( and login as admin.

2. Click the Configuration icon

Configuration icon

from the sidebar menu, then go to Case Process > Case assignment.

Case assignment menu

3. Click ADD NEW to add a new assignment rule.

Add new case assignment button

4. You will be redirected to the Case assignment screen. In the Site name field, select the subsidiary site you want to create an assignment rule for, complete the other required fields, then click SAVE.

Add Case assignment window

A case assignment rule has now been added for your subsidiary site.

You can also watch the video below to see the above steps in action.