For information about how to create a child rule group see Creating Child

For information about how to create a child rule

This preview shows page 190 - 193 out of 314 pages.

For information about how to create a child rule group, see “Creating Child Assignment Rule Groups” on page 184 . 3 Create an assignment rule (or rules). a Add a new assignment rule. b Assign candidates to the rule. For information about adding candidates to assignment rules, see “Choosing a Candidate as the Primary Assignee” on page 61 . c Add criteria templates to the rule. NOTE: It is recommended that assignment administrators create criteria templates to assist DAs in rule creation. Doing this reduces the need for DAs to fully understand the steps required and implications of creating new logic. For information about adding criteria templates to assignment rules, see “Adding Criteria Templates to Assignment Rules” on page 185 .
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Assignment Rule Administration for Delegated Assignment Examples for Using Delegated Assignment Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 191 d Add owners of the child rule groups to the inheritance access list for the assignment rule. After owners are added to the inheritance access list, inheritors of those rules can refine and specialize the rules by adding criteria and candidates for their unique circumstances. For information about adding owners to the inheritance access list for an assignment rule, see “Adding Owners to the Inheritance Access List” on page 184 . In this example, create the following assignment rules to route leads to Lance and Henry. These configured values help make sure that large leads are managed by internal sales and smaller leads are managed by partners. 4 (Optional) Create additional criteria templates. a Create new criteria for the assignment rule. b Click the Template flag for each new criteria created. In this example, use the following criteria. These configured values provide Lance and Henry with the ability to refine rules with predefined criteria instead of creating new criteria. Task Assignment Rule 1 Assignment Rule 2 Add criteria Leads greater than $100,000 Leads less than $100,000 Assign candidates Lance (VP Direct Sales) Henry (VP Channel Sales) Add owners to inheritance access list Lance Henry Add to Rule Assignment Rule 1 Assignment Rule 2 Criteria Template 1 Product Line = Servers Not applicable Criteria Template 2 Product Line = PCs Not applicable Criteria Template 3 Product = Notebooks State = NY, CT, NJ Criteria Template 4 Product = Desktops State = WA, CA, OR, NV Criteria Template 5 Product = Peripherals Not applicable
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration for Delegated Assignment Examples for Using Delegated Assignment 192 Delegated Assignment Example 2: Second-Tier Delegated Administration Tasks This topic is part of “Examples for Using Delegated Assignment” on page 187 . Lance, VP of Direct Sales and a second-tier delegated administrator (DA), makes sure that the leads that are more than $100K are routed to the correct sales manager based on geography and territories: Leads in the Eastern states go to Rick Leads in the Western states go to Sarah
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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