Selection Rules used to automate the selection of a Service Organization and Service Delivery Unit when a new request is created through the New Request Assistant. The selection rule is tied to a Service in the Service Catalog and a rule will always take precedence over the default Service Organization specified for the Service, if it has been set.
The rules are tied to Services and have a set of criteria, used to find the most suitable Service Organization and Service Delivery Unit based on information added in the New Request Assistant.
Each selection rule can have up to 3 criteria and will set either just a Service Organization or a Service Organization and Delivery Unit. The rule will always have a Service associated with it, and this is set in the Based On field. The three criteria used to determine the correct Service Organization and Service Delivery Unit are all optional.
Region: The region associated with the Request Location. Since a location can have more than one region associated with it, the logic will check each region in alphabetical order when multiple records exist, until a match is found.
Customer: The customer associated with the Request.
Model: The model associated with the Request.
The criteria is evaluated in a set order of precendence, with region having the highest priority, then customer and then model. In the below illustration, the X indicates that a specific criteria value is set in the rule and it must match for the rule to be used. Empty values indicates that nothing has been set for the criteria in the rule, which means that it would match regardless of how or if that value is set when creating the Request.
| Precedence | Region | Customer | Model |
| 1 | X | X | X |
| 2 | X | X | |
| 3 | X | X | |
| 4 | X | ||
| 5 | X | X | |
| 6 | X | ||
| 7 | X | ||
| 8 |
Region, Customer and Model has been defined as criteria and will have the highest precedence.
Region and Customer has been defined as criteria.
Region and Model has been defined as criteria.
Only Region has been defined as criteria.
Customer and Model has been defined as criteria.
Only Customer has been defined as criteria.
Only Model has been defined as criteria.
No criteria has been defined.