> For the complete documentation index, see [llms.txt](https://docs.cottfile.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.cottfile.com/admin-guide/queues-and-routing.md). # Queues and Routing Queues and routing rules organize how incoming filings reach clerks for review. Queues group filings for review; routing rules automatically assign a filing to a queue, user, or priority when it is submitted. {% hint style="info" %} **Queues and routing rules are configured in the Clerk settings area, not the Admin Panel.** The pages live under **Clerk > Settings > Queues** and **Clerk > Settings > Routing Rules**, and access is limited to **Court Admin** and **Clerk** roles. Each of these pages operates on the signed-in user's own court. (The parish sidebar in the Admin Panel shows the live Civil and Criminal queues, but queue configuration happens in Clerk settings.) {% endhint %} ## Review Queues ### Viewing Queues Go to **Clerk > Settings > Queues**. The queues for your court are listed in order of their display order. Each queue shows: * **Display order** -- The queue's ordering number (lower numbers first) * **Name and code** -- Display name and short identifier * **Default badge** -- Indicates the court's default queue for filings that do not match any routing rule * **Assignment method** -- How filings in this queue are assigned to clerks * **Auto-assign toggle** -- Whether filings are automatically assigned to a clerk when they enter the queue ### Adding a Queue 1. Click **Add Queue**. 2. Fill in the queue details: | Field | Required | Description | | --------------------- | -------- | ------------------------------------------------------------------------------ | | **Name** | Yes | Display name (e.g., "New Filings") | | **Code** | Yes | Short identifier (e.g., "NEW") | | **Description** | No | Optional description | | **Display Order** | Yes | Numeric ordering position (lower numbers first) | | **Assignment Method** | Yes | How clerks are assigned to items in this queue (see below). Defaults to Manual | | **Default Queue** | No | Toggle on to make this the fallback queue for the court | | **Auto-Assign** | No | Toggle on to automatically assign a clerk when a filing enters this queue | 3. Click **Create**. ### Assignment Methods | Method | Description | | --------------- | ----------------------------------------------------------------------- | | **Manual** | Clerks manually pick up filings from the queue. No automatic assignment | | **Round Robin** | Filings are assigned to clerks in rotation, distributing work evenly | | **Rules Based** | Filings are assigned based on routing rules (see below) | The **Auto-Assign** toggle is independent of the assignment method — it controls whether a clerk is assigned automatically the moment a filing enters the queue. ### Display Order and Moving Filings Queues are ordered by their display-order number. Queue items can only move **forward** (to a queue with a higher display order) — never backward. If a filing needs to return to an earlier stage, a clerk must reject it and have the filer resubmit. {% hint style="info" %} A typical queue setup might be: **New Filings** (order 1) > **Under Review** (order 2) > **Ready to Record** (order 3). {% endhint %} ### Editing and Deleting Queues * Click the **pencil icon** to edit a queue's name, code, order, or assignment method * Use the **Auto-assign** toggle directly on the queue row to enable or disable auto-assignment * Click the **trash icon** to delete a queue ## Routing Rules Routing rules automatically assign filings to queues, users, or priorities when they are submitted. Rules are evaluated in priority order — the first matching rule wins. ### Viewing Rules Go to **Clerk > Settings > Routing Rules**. Rules for your court are listed by priority. Each rule shows its priority, name, court, condition, action, and active status. ### Adding a Routing Rule 1. Click **Add Rule**. 2. Fill in the rule details: **General settings:** | Field | Required | Description | | ------------- | -------- | ---------------------------------------------------- | | **Rule Name** | Yes | Descriptive name (e.g., "Route Civil to Queue A") | | **Priority** | Yes | Numeric priority. Lower numbers are evaluated first | | **Court** | Yes | The court this rule applies to | | **Active** | No | Toggle to enable or disable the rule. Defaults to on | **Condition** -- defines when the rule matches: | Field | Options | | ------------ | --------------------------------------------------------------------------------------------------------------------------------- | | **Field** | Filing Type, Docket Entry, Filer Type, Fee Status | | **Operator** | Equals, Not Equals, Contains, In | | **Value** | The value to match against (e.g., a filing type code like "CIV", a docket entry code like "PET", or a filer type like "ATTORNEY") | **Action** -- defines what happens when the rule matches: | Action Type | Description | Example Value | | ----------------------------- | -------------------------------------------------------- | -------------------------- | | **Assign to Queue** | Route the filing to a specific queue | Queue code (e.g., "CIVIL") | | **Assign to User** | Assign the filing directly to a clerk | User email address | | **Set Priority** | Set the filing's priority level | HIGH, URGENT, LOW | | **Trigger Notification** | Send a notification when the rule matches | Notification type | | **Require Judicial Approval** | Flag the filing for judge review before clerk processing | Judge email or "true" | 3. Click **Create**. ### How Routing Works When a filing is submitted: 1. The system evaluates all active routing rules for the filing's court, ordered by priority (lowest number first). 2. For each rule, it checks whether the filing's attributes match the condition. 3. The first matching rule's action is applied. 4. If no rules match, the filing goes to the court's default queue. ### Example Rules | Rule Name | Condition | Action | | ---------------------------- | ----------------------------------- | --------------------------------------- | | Route Civil Filings | Filing Type equals CIV | Assign to Queue: CIVIL | | Prioritize Government Filers | Filer Type equals GOVERNMENT | Set Priority: HIGH | | Fee Waiver Review | Fee Status equals WAIVER\_REQUESTED | Require Judicial Approval: true | | Criminal to Judge Smith | Filing Type equals CRIM | Assign to User: | ### Activating and Deactivating Rules Use the **Active** toggle on each rule row to enable or disable it without deleting it. Deactivated rules are skipped during evaluation. ### Editing and Deleting Rules * Click the **pencil icon** to edit any field on a rule * Click the **trash icon** to permanently delete a rule --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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