Activation The start date of the assignment policy Expiration The end date of

Activation the start date of the assignment policy

This preview shows page 116 - 120 out of 314 pages.

Activation The start date of the assignment policy. Expiration The end date of the assignment policy. Table 30. Assignment Policy Fields Field Description
Image of page 116
Assignment Rule Administration About Assignment Policies Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 117 To activate an assignment policy to enable dynamic assignment 1 Navigate to the Administration - Assignment screen, and then the Assignment Policies view. 2 In the Assignment Policies list, select the assignment policy you want to activate. 3 In the Expiration field, click to either null the existing value or set the value to a later date. Workflow components process only active assignment policies that have not expired. NOTE: After activating an assignment policy, you must generate triggers again for the changes to take effect. Deactivating Assignment Policies to Disable Dynamic Assignment This topic is part of “About Assignment Policies” on page 114 . You may find at some point that you no longer need certain assignment rules. When this occurs, you can deactivate those assignment rules. To disable dynamic assignment for an assignment object, deactivate the assignment policy for that object. NOTE: Siebel Assignment Manager uses the database time to determine whether a rule is active or not. To deactivate an assignment policy to disable dynamic assignment 1 Navigate to the Administration - Assignment screen, and then the Assignment Policies view. 2 In the Assignment Policies list, select the assignment policy you want to deactivate. 3 In the Expiration field, set the value to a date that has already passed. Workflow components process only active assignment policies that have not expired; therefore, you can deactivate an assignment policy by expiring it. NOTE: After deactivating an assignment policy, you must generate triggers again for the changes to take effect.
Image of page 117
Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Policies 118
Image of page 118
Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 119 6 Basic Configuration for Siebel Assignment Manager This chapter describes basic Siebel Assignment Manager configuration. NOTE: If you plan to use the predefined Assignment Manager configurations, skip this chapter and proceed to Chapter 5, “Assignment Rule Administration.” This chapter includes the following topics: “About Performing Basic Configuration Tasks for Siebel Assignment Manager” on page 119 “About Siebel Assignment Manager Object Types” on page 121 “About Siebel Assignment Manager Object Type Hierarchy and Relationships” on page 123 “About Assignment Objects” on page 125 “Configuring Assignment Objects” on page 126 “Process of Creating Assignment Criteria for Use in Assignment Rules” on page 134 “Using a Single Criterion for Multiple Assignment Objects” on page 145 “Example of Using a Single Criterion for Two Assignment Objects” on page 147 “About Inactive Workflow Policy Components for Siebel Assignment Manager” on page 151
Image of page 119
Image of page 120

You've reached the end of your free preview.

Want to read all 314 pages?

  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

What students are saying

  • Left Quote Icon

    As a current student on this bumpy collegiate pathway, I stumbled upon Course Hero, where I can find study resources for nearly all my courses, get online help from tutors 24/7, and even share my old projects, papers, and lecture notes with other students.

    Student Picture

    Kiran Temple University Fox School of Business ‘17, Course Hero Intern

  • Left Quote Icon

    I cannot even describe how much Course Hero helped me this summer. It’s truly become something I can always rely on and help me. In the end, I was not only able to survive summer classes, but I was able to thrive thanks to Course Hero.

    Student Picture

    Dana University of Pennsylvania ‘17, Course Hero Intern

  • Left Quote Icon

    The ability to access any university’s resources through Course Hero proved invaluable in my case. I was behind on Tulane coursework and actually used UCLA’s materials to help me move forward and get everything together on time.

    Student Picture

    Jill Tulane University ‘16, Course Hero Intern

Stuck? We have tutors online 24/7 who can help you get unstuck.
A+ icon
Ask Expert Tutors You can ask You can ask ( soon) You can ask (will expire )
Answers in as fast as 15 minutes
A+ icon
Ask Expert Tutors