Auto-Assignments can be set up at the request type, and building. Once set up, any requests for a specified request type, within a specified building will be automatically assigned to the user(s) listed. The set up for auto assignments can get confusing, so refer to the below chart for a breakdown of the auto-assignment setups, and their resulting auto-assignment.
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Follow the steps below to auto-assign users to a work request:

1. Navigate to your Admin Settings. Once you are here, select Request Types at the top of the page.

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2. Select the specific request type you would like to auto-assign to a user:

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3. Find the Auto-assigned to drop down box and select the Users or User Types you wish to have assigned to this request.

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4. Click Save! 

If your organization will have more than one auto-assignment workflow per building, we recommend indicating Users in the Auto-Assign field in Building settings as well. 


1. Navigate to your Buildings. Once you are here, select Edit to update a building's Auto-Assign settings.
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2. Find the Auto-assigned to drop down box and select the users you wish to have assigned to requests.

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3. Click Save! 

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