Traktip: Round Robin Issue Assignment

It’s time for another Traktip!

You may know that Issuetrak has a Round Robin issue assignment feature, allowing you to assign issues out to agents automatically in rotation. This can be a useful tool for ensuring agents get an equally distributed number of issues without having to manually assign them.

Round Robin can be used anywhere issues can be assigned, including in the following areas of your site:

• On an issue
• Incoming email
• Auto assignments
• Scheduled issues
• Issue templates
• Workflows
• API issue assignment
• Mass updates
• Global issues

If you’ve never used the Round Robin feature before, we’ll show you how to turn it on and begin using it.

How to Turn on Round Robin Assignment

Round Robin assignment can be turned on group by group. In order to turn on round robin for a group, that group must have an active status, an “agents only” membership type, and a “Can be assigned issues” permission.

To enable round robin, follow these steps:

1. Click the gear icon in the upper right corner of the screen and click on Groups beneath the Entities header.
2. Click edit next to your desired group.
3. Check the box next to Round Robin assignments
4. Click Update 

You can see at a glance which groups have Round Robin enabled from the Groups List page. Click the gear in the upper right corner of the screen, click Groups and then look in the Round Robin column for a “Y” (round robin is turned on) or “N” (round robin is not turned on).

Use Cases for Round Robin Assignment

Round Robin assignment can be used for more than just basic issue assignment — it can also be used for a number of other use cases, including the following scenarios:

• Fix incorrect issue assignments
• Redistribute an absent team member’s issues equally among remaining agents
• Create different auto-assignment rules for day vs. night shifts
• Cycle emergencies through on-call staff using automations

Read more about the steps for setting up these specific use cases in our Help Center!

And there you have it! If you have any questions about setting up round robin, or want to know more information about how it can help your team, don’t hesitate to reach out to your Account Manager — we’re always happy to help!

If you're not yet a customer, please contact our Product Experts to see our Round Robin issue assignment feature, as well as others, in action!