Assignement Rules

[Yacobolo]

Feature Overview: Assignment Rules

Purpose: The assignment rules feature is designed to help automate the allocation of workers to tasks based on specific criteria defined by the user. This acts like a query builder that filters and matches tasks to workers.

How It Works:

1. Rule Creation: Users can create rules to assign specific workers to particular tasks. For example, if you want Worker A to only handle urgent tasks, you can set up a rule for this.

2. Setting Criteria: Each rule consists of one or more criteria that specify which tasks should be assigned to the worker. Criteria can be based on the task's main fields or related fields, such as items associated with the task or jobs. For instance, a criterion could be that the task description starts with "urgent".

3. Application Scope: Each rule is applicable to tasks within a specific work center. This means when setting up a rule, you must define the work center where this rule will apply.

4. Handling Multiple Matches: It's possible for a task to match multiple rules. Therefore, it's important to prioritize rules within their respective work centers to determine which rule should take precedence when assigning a worker to a task.

Implementation Considerations:

• Users should be able to add, modify, and remove criteria easily.
• The system must evaluate all rules for a task and apply the highest priority rule when there are multiple matches.
• Ensure that the rules are efficiently processed, especially when tasks or work centers have numerous associated rules.

Benefits:

• Streamlines the task assignment process, reducing manual effort.
• Increases efficiency by ensuring that workers are matched to tasks best suited to their skills or assigned roles based on urgency and other criteria.
• Enhances flexibility and control in workforce management within the software.

By implementing this feature, the software will enable more dynamic and automated task management, ultimately leading to optimized operational workflows.

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Please see the exsiting models

[Yacobolo]

Rule builder UI example

Note: dont spend too much time on the UI in the beginning

[riddick-oe]

Action items from review:

• Update frontend field selection for the assignment rule criteria (change to dropdown that includes all fields from Task, Item, and Job models)
• Add table view in AssignmentRule page to display matching Tasks
• In the table view, add a column that indicates if the AssignmentRule has been applied to the Task
• Create a priority field (unique integer) in the AssignmentRule model. If a Task matches multiple AssignmentRules, the one with the lowest number in the priority field is applied.

More questions:

• How do we consider a matching Task as "applied"?

[riddick-oe]

Hi @Yacobolo, ^these are some notes @mrAvi07 and I discussed earlier to move forward with this task. Please let us know if these sound right or if there's anything to add or change.

[riddick-oe]

• Make AssignmentRule an ordered model to implement priority (AssignmentRules could have the same priority, as long as different work centers)
• Weekly template detail view spacing (frontend)