8 Assignment Manager determines the primary assignees Assignment Manager

8 assignment manager determines the primary assignees

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8 Assignment Manager determines the primary assignees. Assignment Manager determines the primary assignees from the primary assignment rule: For objects that use employee-based assignments, set the primary assignee to the primary employee selected in the Primary Employee field of the Assignment Rule form for the primary assignment rule. If the selected primary employee is not an assignee that satisfies Step 6 on page 77 , or if there is no primary employee specified on the rule, then select the highest- scoring employee for the primary assignment rule that satisfies Step 6 on page 77 . For objects that use position-based assignment, set the primary assignee to the primary position selected in the Primary Position field of the Assignment Rule form for the primary assignment rule. If the selected primary position is not an assignee that satisfies Step 6 on page 77 , or if there is no primary position specified on the rule, then select the highest- scoring position for the primary assignment rule that satisfies Step 6 on page 77 . For objects that use organization-based assignments, set the primary organization to the primary organization selected in the Primary Organization field of the Assignment Rule form for the primary assignment rule. If the selected primary organization is not an assignee that satisfies Step 6 on page 77 , or if there is no primary organization specified on the rule, then select the highest-scoring organization for the primary assignment rule that satisfies Step 6 on page 77 . NOTE: The primary employee, position, or organization must pass the minimum score required for this assignment rule for assignment as the primary assignee. The only exception is when the Assignee Filter is All, Must Assign, in which case the highest-scoring candidate is a potential assignee if all candidates fail to meet the minimum score. For more information about assignee filters, see “About Some of the Assignment Rule Fields” on page 48 .
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Assignment Rule Administration Assignment Methodology and Examples for Creating Assignment Rules Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 79 9 Assignment Manager filters out certain assignees based on multitiered mode. By default, the assignment mode is set to independently assign qualifying people and organizations. If you set one of the other assignment modes (Person-Oriented, Organization-Oriented, Person and Organization-Oriented) Assignment Manager filters out unwanted, but qualifying, people and organizations based on the relationship between them. Assignment Manager recalculates the primaries, if necessary; for example, if primaries were filtered out by multitiered filtering. For more information, see “Configuring Assignment Objects for Multitiered Assignment” on page 266 .
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  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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