---
title: "Advisor/Coach Assignment Default Rule"
slug: "advisorcoach-assignment-default-rule"
tags: ["Student Success"]
updated: 2026-07-16T18:30:48Z
published: 2026-07-16T18:30:48Z
canonical: "knowledge.technolutions.net/advisorcoach-assignment-default-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Advisor/Coach Assignment Default Rule

The last staff assignment rule should capture any records that failed to match on prior rules. This serves as a catch-all to ensure that all person records are assigned to a staff member.

## Create an *Advisor Assigned* default rule

Create a default rule and add it to the *Advisor Assignment* [exclusivity group](/v1/docs/exclusivity-groups) with a priority of `999`. Do not add any filters.

Once created and activated, all records that fail to match on advisor assignment rules with a higher priority number will be assigned to the user defined by the default rule.

1. Go to **Database** → **Rules**.
2. Click **New Rule**.
3. Enter the following configurations in the popup window:
  - **Name** - Advisor Assignment - Default
  - **Base** - Person
  - **Type** - Field
  - **Folder** - Advisor Assignments
  - **Exclusivity Group** - Advisor Assignments
  - **Priority** - 999
  - **Status** - Preview

#### Configure the appropriate filters:

- **Do not include any filters**

#### Configure the appropriate action:

- **Field** - Advisor Assigned (or use the Staff Assignment default field if you wish)
- **Action** - Replace Values
- **Prompt** - Select the staff member that should be assigned to person records that do not meet the criteria for any of the prior rules