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Manual Routing

Guidance on manually routing records in Plauti Assign, including changing owners, rejecting records, awarding bonus records, and managing assignment statuses.

Using the Use Plauti Assign field

Learn how the Use Plauti Assign field controls record processing, assignment statuses, reassignment, and rejection, plus how to configure defaults and update it manually or through automation.

Rejecting Bad Leads, Cases or Other Records

Learn how to reject unsuitable leads, cases, or other records while preserving round-robin position, assigning a replacement, and tracking rejections and credits in the MatchLog.

Award Bonus Records

Award bonus records to specific assignees, understand how credits override normal rotation, and add the Award Bonus Records panel when it is missing.

Manually Changing Record Owner

Learn when you can manually change a record owner and how to prevent SuperRoundRobin from overriding the change by updating the Use Round Robin status.