Irrespective of whether reporting is turned on or off Assignment Manager can

Irrespective of whether reporting is turned on or off

This preview shows page 40 - 43 out of 314 pages.

Irrespective of whether reporting is turned on or off, Assignment Manager can write evaluation results to an actual assignment table.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 41 5 Assignment Rule Administration This chapter explains how to define assignment rules for Siebel Assignment Manager. The tasks explained in this chapter are for assignment administrators (AAs), and as such, the procedures are documented using the Administration - Assignment screen and views. NOTE: Even if you intend to use predefined assignment objects, you must define assignment rules by completing the tasks in this chapter. This chapter includes the following topics: “About the Siebel Assignment Manager Administration Views” on page 41 “About Assignment Rule Administration” on page 42 “Exporting and Importing Assignment-Related Data” on page 67 “Assignment Methodology and Examples for Creating Assignment Rules” on page 74 “About Assignment Criteria” on page 85 “Process of Adding Criteria and Values to Assignment Rules” on page 92 “About Assignment Skills, Expertise Codes, and Weighting Factors” on page 99 “How Siebel Assignment Manager Balances Workload Among Candidates” on page 108 “Process of Defining Assignment Workload” on page 109 “About Assignment Policies” on page 114 About the Siebel Assignment Manager Administration Views Siebel Assignment Manager functionality is administered with two administration screens, Administration - Assignment and Administration - Delegated Assignment. Administration - Assignment Screen Assignment administrators (AAs) use the assignment administration views (in the Administration - Assignment screen) to create and administer assignment rules, and perform the following tasks: Create assignment rules Associate assignment rules to appropriate rule groups (or the Default Rule Group) Apply criteria to assignment rules Apply business-defined candidates to assignment rules
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Rule Administration 42 Territory List View Within the Administration - Assignment screen, the Territories link displays the Territory List view, which was originally designed for sales organizations. However, this view functions exactly the same as the Assignment Rules List and Criteria views. The Territory List view allows users to define their sales territories. Some of the assignment options covered in this guide do not appear in the Territory List view. NOTE: The Territory List view may eventually be phased out from the Administration - Assignment screen. If your current configuration uses this view, you can migrate to the existing assignment views with no loss of functionality or data. For further information about territory views, create a service request (SR) on Oracle MetaLink 3. Alternatively, you can phone Oracle Global Customer Support directly to create a service request or get a status update on your current SR. Support phone numbers are listed on Oracle MetaLink 3.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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