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 To add a new rule for a user, click the ‘Add’ toolbar icon. |
  To edit an existing rule for a user, click on the ‘Edit Record’ row icon on the corresponding row for that user. |
  To view an existing rule for a user, click on the ‘Show Record’ row icon on the corresponding row for that user. |
 To delete an existing rule for a user, click on the ‘Delete Record’ row icon on the corresponding row for that user. |
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Note: For entries to appear in the Divisions and Locations list boxes, you must create divisions and locations using the Add Division and Add Locations pages. Add To add additional Incident Types other than the Syntrio defaults, you must create those the incident types on the Add Incident Types page.
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The information that can be chosen for the rule's criteria includes Division, Incident Type, Location, and Submitted By.
Button Descriptions
  Move To (Add): Clicking this button adds the highlighted item from the box on the left of the button to the right-side box which contains the values that will be used to determine if this user should or should not be auto-assigned to an incident report. For example, if the divisions 'Construction' and 'Sales' were chosen as criteria for auto-assigning a report to this user, any report in CMS that has a division of 'Construction' or 'Sales', will auto-assign the user as an Investigator on the report. |
  Move From (Remove): Clicking this button removes a selected item as criteria for the auto-assignment rule |
  Move All To (Add All): Clicking this button selects all of the items in the box as criteria for the auto-assignment rule. |
  Move All From (Delete All): Clicking this button removes all of the items previously selected as criteria for the auto-assignment rule. |
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Editing an Auto-Assignment Rule
To edit an existing auto-assignment rule for a user, click on the ‘Edit Record’ row icon on the corresponding row for that user. |
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