---
title: "Advisor/Coach Assignment Default Rule"
slug: "advisorcoach-assignment-default-rule"
updated: 2023-11-21T13:02:03Z
published: 2023-11-21T13:02:03Z
---

> ## 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.

**Default Rule - Rule #999**

Create a Default rule and add to the Advisor Assignment exclusivity group with a priority of 999. Do not add any filters.

In this example, all records that fail to match on counselor assignment rules with a higher priority number will be assigned to a separate user.

> 1. Click **Database** in the top navigation bar and select **Rules**.
> 2. Click **New Rule**.
> 3. Enter the following configurations in the popup window:
>   - **Name** - Advisor Assignment - Default
>   - **Type** - Field
>   - **Base** - Prospects
>   - **Folder** - Advisor Assignments
>   - **Priority** - 999

#### 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 User that should be assigned any person records that should not meet the criteria of any prior rules