Managing Assignment Rules

Assignment rules can be created in myKaarma to be able to restrict which appointments are assigned to which advisor or teams. Assignment rules are built using if then statements and can be configured directly within the settings tab.

To create a new rule, navigate to Settings » Assignment Rules » + Add Rule. You can give your rule a name and then define the IF/THEN statement.

IF Categories

This category defines the criteria or conditions that must be met in order for the rule to apply. The following categories can be used to create the rule:

• Appointment Duration - The duration of the appointment in minutes
• Customer - Used for defining specific customers
• Customer Email - Used for defining specific customer emails
• Customer Phone - Used for defining specific customer phone numbers
• Opcodes - Opcodes that have been added to the appointment
• Opcode Duration - The duration of one or more opcodes in minutes
• Recall - Recalls/campaigns that have been added to an appointment
• Service Advisor - The service advisor selected for the appointment
• Skill - The skill(s) associated with the selected opcodes/services on the appointment
• Source - The source of appointment creation
  • API - A 3rd party using myKaarma’s API to create appointments (ex. My BMW app)
  • DealerApp - Appointments created in the desktop/web application
  • DMS - Appointments created in the DMS (ex. CDK, Dealertrack, etc.)
  • Mobile - Appointments created in the myKaarma mobile app (including via Mobile Service)
  • ~~Online Scheduler - Appointment created from the customer-facing online scheduler~~
    • Note: This option is functionally similar to Web and will be deprecated.
  • Web - Appointment created from the customer-facing online scheduler
• Teams - The selected user team for the appointment
• Transport Option - The selected transportation option for the appointment
• Vehicle Make - The brand of vehicle for the appointment, this list is pulled from Brands available to schedule under Settings » Appointments » Online Scheduler
• Vehicle Year - The year of the vehicle for the appointment. This is only available if Vehicle Make is defined on the rule.
• Vehicle Model - The model of the vehicle for the appointment. This is only available if Vehicle Year is defined on the rule.

AND

You can add multiple IF categories by clicking the AND button to the right of each line.

THEN Categories

• Opcodes - Select or restrict opcodes on the appointment
• Recall - Select or restrict recalls/campaigns on the appointment
• Skill - Select or restrict the skill associated with the appointment
• Service Advisor - Select or restrict the assigned advisor on the appointment
• Teams - Select or restrict the assigned team on the appointment
• Transport Option - Select or restrict the transportation option for the appointment

Activate Rule

This toggle switch controls if the rule is active or not.

Operators

• > - Greater than...
• >= - Greater than or equal to...
• < - Less than...
• <= - Less than or equal to...
• = - Equal to...
• in - Contains the value...
• not in - Does not/can not contain the value...
• in any - Contains any of the following values...

Common Examples

1. For services that are 30 minutes or less, limit the team to Express Shop:
   1. IF Opcode Duration <= 30, THEN Teams in Express Shop