Weighting

It is possible to adjust the weightings of the team members to alter the ratio of assignments. E.g. giving someone a weighting of 2 means they will receive twice as many assignments as someone on a weighting of 1. There are two ways to apply weightings to members:

  • Individual Weighting - use the sliders to control the weighting for each member
  • Tag-Based Weighting - set weightings for each tag and apply tags to members
 Weighting applies to Round Robin and Load Balancing distributors

Individual Weighting

  • From a distribution team, select Weighting and caps
  • Move the sliders to control the weighting. The percentages listed will be a representation of the ratio assigned.
  • Save.
  • Enable weighting on your distributors in order to use these weightings as part of round robin or load balancing. See Enable weighting on distributors section below.

Tag-Based Weighting

Tag-based weighting allows you to assign the weighting based on tags assigned to a team member.  This makes it easier for you to manage weighting for groups of team members.

Before using Tag-based weighting, you will first need to set up and assign your Tag Collection

  • From a distribution team, select Weighting and caps
  • Click "Switch to tag weighting" in the top-right corner.
  • Set a default weighting for Team Members that do not have the designated tags.
  • Choose the "Tag collection" you want to weight by.
  • Add each tag and set its desired weighting impact.
  • Save.
  • Enable weighting on your distributors in order to use these weightings as part of round robin or load balancing. See Enable weighting on distributors section below.

 

If multiple weighting tags are assigned to a Team Member, the highest weighted tag will be used.

Enable/Disable weighting on distributors 

Weighting is automatically enabled for all distributors. If you want it to only apply to some distributors, you'll need to disable it for each. 

  • Select Distributor-level settings.
  • Click a distributor to open the panel.
  • Disable distributor weighting if Enabled is currently highlighted in green.
  • Click save in the panel.

 

How does weighting work

Weighting affects the number of assignments made to your team members on each round robin cycle. Weighting is simply using a ratio on each run - it does not look at historical data to decide how many assignments to make. The examples below explain how this works:

  • A team member on a weighting of 1 will receive one assignment on every round robin cycle.
  • A team member on a weighting of 2 will receive 2 assignments on every round robin cycle.
  • A team member on a weighting of 0.5 will receive an assignment every 2 round robin cycles (they are skipped every other cycle).
  • A team member on a weighting of 0.25 will receive an assignment every 4 round robin cycles (they are skipped for 3 cycles).
The percentages shown on the weighting page give you an indication of what % of the assignments your team members will receive based on your weighting pattern. However, this is only an indication. For more complex setups with multiple distributors, tags or team member filters these percentages can vary. The actual percentages will depend on the types of records arriving each day and availability of team members.
Weighting is always calculated within the scope of a distributor, to account for the different filters that could be applied to each one. This is still the case when team-level round robin is enabled. The initial assignments after creating new distributors with weighting could assign more records to a team member than expected, but this will even out over time.

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Capping by Tags

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