Auto-assign Auditors Using Smart Configuration

With this new implementation, CKS automatically selects the best inspector for each audit location whenever an audit is created. The system will internally maintain a ranking of inspectors for each location and use it when rejections or timeouts are applied.

Enable auto assign closest auditor

A new option has been added to the client configuration settings “Automatically assign an auditor based on the specified criteria.” auto.assign.auditor.by

This setting applies to clients who have enabled auto-assignment of auditors and selected the Smart option.

With this configuration in place, whenever a new audit is created, the system will automatically assign the nearest available auditor to each of the locations included in the audit.

To determine proximity, the system uses the Google Maps API, allowing for a realistic calculation of distance based on the GPS coordinates of both the auditor and the audit location.

This also opens the door for future improvements—such as ordering auditors based on estimated travel time, using the same Google Maps query.

In addition to proximity, the system also considers:

Any user-specific restrictions,
Their availability between the audit’s creation date and due date
Rotation criteria to ensure a fair distribution of work across all auditors (based on consecutive.audit.limit configuration)
In cases where the distance is the same between two or more auditors, the system will sort the list by onboard date (the date the auditor user was created).
Whether the auditor has a recent rating within the number of days defined in an internal configuration variable: (unset right now)
closest.inspector.rated.in.last.days.
A maximum assignable distance defined per location in the Locations page.
If the distance between the location and the auditor exceeds this threshold, the auditor will not be marked as Top. This distance will use the measurement unit defined at the client level (KM in EU/MEX and MI in US).