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Routing & dispatch automates work order assignment at the building level. When configured, selecting a category or issue type on a new work order pre-fills the Assign team and Assignee fields. You can override assignments manually during work order creation.
Create categories and issue types at the portfolio level before you configure routing rules. Create teams at the building level for assignment targets.
Open a building from Buildings, then select Routing & dispatch in the building sidebar.

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How routing works

Routing maps portfolio-level categories and issue types to a building-specific team and assignee. The page has two tabs:
  • Categories — Default assignment by category
  • Issue types — Assignment by specific issue type (overrides or refines category routing)
When a user creates a corrective maintenance work order and selects a category or issue type, AssetOps applies the matching routing rule for that building.

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Categories

The Categories tab lists every portfolio category and its routing assignment for the building.
AssetOps Routing and Dispatch Categories tab with Category, Team Assigned, Assignee, and Status columns

The Categories tab shows category assignments with team, assignee, and status

Use Search to find categories. Select the edit icon on a row to configure assignment.

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Filter categories

Select Filters to narrow the list.
Routing and Dispatch Categories filters panel with Team Assigned, Assignee, and Active or Inactive status options

Filter routing rules by team, assignee, or status

Select Clear all to reset filters.

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Edit a category assignment

Select the edit icon on a category row to open the assignment dialog.
Edit Category modal with Assign Team, Assignee dropdowns and Active or Inactive status radio buttons

Assign a team, assignee, and status for the category

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Dropdown
Team assigned when this category is selected on a work order.
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Dropdown
User assigned when this category is selected. Optional if only a team is required.
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Radio
Active applies the rule. Inactive disables automatic assignment for this category.
1

Open the Categories tab

Navigate to Routing & dispatch and select the Categories tab.
2

Edit a category

Select the edit icon on the category row you want to configure.
3

Set assignment

Choose Assign team, Assignee, and Status, then select Save.

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Issue types

The Issue types tab lists every portfolio issue type with its parent category and routing assignment.
AssetOps Routing and Dispatch Issue Types tab with Issue Types, Category, Team Assigned, and Assignee columns

The Issue Types tab maps each issue to a team and assignee

Issue type rules can be more specific than category rules. When both exist, the issue type assignment typically takes precedence for that issue.

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Filter issue types

Routing and Dispatch Issue Types filters panel with Category, Team Assigned, and Assignee dropdowns

Filter issue types by category, team, or assignee

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Edit an issue type assignment

Select the edit icon on an issue type row.
Edit Issue Type modal with Category field, Assign Team, and Assignee dropdowns

Assign team and assignee for a specific issue type

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Dropdown
Parent category for the issue type (read-only or fixed based on portfolio configuration).
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Dropdown
Team assigned when this issue type is selected.
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Dropdown
User assigned when this issue type is selected.
1

Open the Issue Types tab

Navigate to Routing & dispatch and select the Issue types tab.
2

Edit an issue type

Select the edit icon on the issue type row you want to configure.
3

Set assignment

Choose Assign team and Assignee, then select Save.

Categories

Create portfolio categories and issue types that routing rules reference.

Teams

Create building teams used as routing assignment targets.

Create work orders

Create corrective maintenance work orders that use routing for automatic assignment.
Last modified on August 18, 2026