Case distribution
Capacity-aware case distribution shares incoming cases across officers automatically, taking role, branch, workload and approval limits into account. Officers who are full or on leave are skipped, high-volume sources can go to a dedicated group first, and a scheduled sweeper picks up anything left unassigned.
See the PERKESO case studyWhat it does
Round-robin by capacity
Cases rotate across eligible officers and skip anyone at their workload limit.
Priority routing
Cases from high-volume sources go to a dedicated group first, then fall back to the wider pool.
Daily auto-assign and sweeper
A scheduled run assigns new work and a sweeper collects anything left behind.
Common questions
How does capacity-aware distribution work?
Each officer has a workload limit and approval limit. New cases rotate across eligible officers and skip anyone who is full, absent or not authorised for the amount.
What happens to unassigned work?
A scheduled sweeper finds cases that were not assigned and places them with an eligible officer.
Can some cases get priority?
Yes. Cases from high-volume sources can route to a dedicated group first and fall back to the wider pool when that group is full.
Have a process you want to automate?
Tell us how the work runs today. We will reply with the next step and a quote in RM.