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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.

Manually Changing Record Owner

Manually change record ownership and prevent Plauti Assign from overriding your changes by updating the Use Plauti Assign field for queued records.

Award Bonus Records

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

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.