There are two ways of assigning workload, by Associate count and by name of source.
By Associate Count
The Workload:Balance tool allows you to assign by count:
The tool displays the following screen:
In this example, the number of cases (work product) will be split, taking all away from unassigned, the blank entry, and assigning them to DD and MM evenly, with ECANDIDUS getting half of DD or MM.
The Workload:Assign By Name will take each case (work product) and use the Source field, or the Plaintiff Name if no source field is defined, and assign each to one or more Associates:
Note that you can enter as much of the name as you wish to distribute by.
You can configure the tool as follows:
Transferring all from one Associate to another
The Workload:Reassign tool allows you to transfer all of the cases (work product) from one associate to another: