> ## Documentation Index
> Fetch the complete documentation index at: https://docs.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Routing and dispatch
> Automatically assign teams and users to work orders based on category and issue type
**Routing & dispatch** automates work order assignment at the [building level](/products/assetops/quickstart/usage-workflow#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](/products/assetops/resources/categories) at the portfolio level before you configure routing rules. Create [teams](/products/assetops/resources/teams) at the building level for assignment targets.
```mermaid actions={false} theme={"theme":{"light":"github-light","dark":"github-dark"}}
---
config:
theme: neutral
---
flowchart LR
subgraph s1["Portfolio-Level"]
C["Categories & Issue Types"]
end
subgraph s2["Building-Level"]
R["Routing & Dispatch"]
end
subgraph s3["Routing Rules"]
R1["HVAC → Facilities Team"]
R2["Plumbing → Plumbing Team"]
R3["Electrical → Electrical Team"]
end
C -- "inherited by" --- R
R -- "assigns" --- R1 & R2 & R3
C:::Sky
R:::Peach
R1:::Rose
R2:::Rose
R3:::Rose
classDef Sky stroke-width:1px, stroke-dasharray:none, stroke:#374D7C, fill:#E2EBFF, color:#374D7C
classDef Rose stroke-width:1px, stroke-dasharray:none, stroke:#FF5978, fill:#FFDFE5, color:#8E2236
classDef Peach stroke-width:1px, stroke-dasharray:none, stroke:#FBB35A, fill:#FFEFDB, color:#8F632D
```
Open a building from [Buildings](/products/assetops/resources/buildings), then select **Routing & dispatch** in the building sidebar.
## 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](/products/assetops/work-orders/work-orders-overview#create-a-work-order) and selects a category or issue type, AssetOps applies the matching routing rule for that building.
***
## Categories
The **Categories** tab lists every portfolio category and its routing assignment for the building.
| Column | Description |
| ----------------- | ------------------------------------------------- |
| **Category** | Portfolio category name |
| **Team assigned** | Team auto-assigned when this category is selected |
| **Assignee** | User auto-assigned when this category is selected |
| **Status** | **Active** or **Inactive** |
Use **Search** to find categories. Select the edit icon on a row to configure assignment.
### Filter categories
Select **Filters** to narrow the list.
| Filter | Description |
| ----------------- | ------------------------------------------ |
| **Team assigned** | Show categories assigned to selected teams |
| **Assignee** | Show categories assigned to selected users |
| **Status** | **Active** or **Inactive** |
Select **Clear all** to reset filters.
### Edit a category assignment
Select the edit icon on a category row to open the assignment dialog.
Team assigned when this category is selected on a work order.
User assigned when this category is selected. Optional if only a team is required.
**Active** applies the rule. **Inactive** disables automatic assignment for this category.
Navigate to **Routing & dispatch** and select the **Categories** tab.
Select the edit icon on the category row you want to configure.
Choose **Assign team**, **Assignee**, and **Status**, then select **Save**.
***
## Issue types
The **Issue types** tab lists every portfolio issue type with its parent category and routing assignment.
| Column | Description |
| ----------------- | -------------------------------------- |
| **Issue types** | Issue type name |
| **Category** | Parent category |
| **Team assigned** | Team auto-assigned for this issue type |
| **Assignee** | User auto-assigned for this issue type |
Issue type rules can be more specific than category rules. When both exist, the issue type assignment typically takes precedence for that issue.
### Filter issue types
| Filter | Description |
| ----------------- | ------------------------------------------- |
| **Category** | Show issue types under selected categories |
| **Team assigned** | Show issue types assigned to selected teams |
| **Assignee** | Show issue types assigned to selected users |
### Edit an issue type assignment
Select the edit icon on an issue type row.
Parent category for the issue type (read-only or fixed based on portfolio configuration).
Team assigned when this issue type is selected.
User assigned when this issue type is selected.
Navigate to **Routing & dispatch** and select the **Issue types** tab.
Select the edit icon on the issue type row you want to configure.
Choose **Assign team** and **Assignee**, then select **Save**.
***
## Related modules
Create portfolio categories and issue types that routing rules reference.
Create building teams used as routing assignment targets.
Create corrective maintenance work orders that use routing for automatic assignment.