Assignment rules have been set up for some of your forms and you want to know how the matters are distributed among your employees.

Let's see how to do it:

On the "Admin" tab in the "Matter assignment management" section click on the "Distribution" tile.

All your collections are there and you just have to select the one you want to check.

All forms will be visible and when you select one, a window will open on the right side of the screen.

All the employees who deal with this type of request are there.

The "Number of Matters" box allows you to assign a set number of matters to the employee.

Example:

The "Legal Advice - Consultation" form is programmed with the following assignment rule:

- A rotation that alternates randomly between employees.

We want the test employee 1 to process only 50% of the requests from these forms.

This is where we will define it:

To learn more about the available assignment rules, see the article: