Round Robin Allocation Overview

We’re excited to introduce the new Round Robin Allocation system, designed to streamline and optimize the allocation of Proof of Claim and Web Lead items. Here’s how it works:

• Sequential Allocation: The system assigns POCs and Web Lead Items to users in sequential order based on their alphabetical name. If a user is marked with a “1” in their allocation, they’re next in line to receive a Proof of Claim or Web Lead item. This ensures a fair and orderly distribution, making sure that no one gets skipped.

• What happens when a user is set to “0”? If your allocation is set to “0”, you won’t be able to see the Proof of Claim dashboard—unless you have Managerial View access, in which case you’ll have a broader view to manage allocations more efficiently.

Seamless Integration with Blackout Dates

To give you even more flexibility, the allocation process is now fully integrated with Blackout Dates. This means:

• Automatic Adjustments: If you have set Blackout Dates, your allocation will automatically be marked as “0” during that period, ensuring that no tasks are assigned to you while you're unavailable.

• Re-entry into the Queue: Once your Blackout period ends, you’ll be seamlessly added back into the Round Robin process with a “1” allocation, so you can continue receiving tasks without any disruption. 

Important Reminder:

If your allocation is set to “0” but you have no Blackout Dates in place, your allocation will automatically revert to “1” the very next day. This ensures that you don’t miss out on receiving tasks once you’re ready to jump back in.