The following tasks are one step in Process of Defining Assignment Rules on

The following tasks are one step in process of

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The following tasks are one step in “Process of Defining Assignment Rules” on page 43 . Use the following procedures to create new assignment policies for dynamic assignment. To create an assignment policy for dynamic assignment 1 Navigate to the Administration - Assignment screen, and then the Assignment Policies view. 2 In the Assignment Policies list, click New. 3 In the new assignment policy record, enter the relevant information. Table 30 shows the predefined assignment policy fields. Table 30. Assignment Policy Fields Field Description Name The name of the assignment policy. Workflow Object The assignment object to which the assignment policy belongs.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Policies 116 NOTE: By default, every assignment policy has an action. Use the following procedure only if you accidentally remove an action or create a new assignment policy. In addition, do not associate customized workflow actions with assignment policies. For more information about workflow actions, see Siebel Business Process Framework: Workflow Guide . To create an action for an assignment policy for dynamic assignment 1 With the newly created assignment policy still selected, in the Actions list, click New. 2 In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process). NOTE: It is recommended that you use the Assignment Request (In Process) workflow policy action because the Assignment Request action might cause performance problems. If you do choose to use the Assignment Request action, make sure the Assignment Manager (AsgnSrvr) process is available and online. 3 In the Assignment Mode field, click the down-arrow button and select MatchAssign. 4 (Optional) Add a sequence number, if so desired. Activating Assignment Policies to Enable Dynamic Assignment To enable dynamic assignment for an assignment object, activate the assignment policy for that object. This task is a step in “Process of Defining Assignment Rules” on page 43 . Policy Group The workflow group for the assignment policy. The default for the predefined assignment policies is Assignment Group. Any new policies you create for use with Assignment Manager should use the Assignment Group policy group. It is recommended that you do not change the policy group for assignment policies. However, if you find a need to do so, regenerate triggers after making the change. For more information about regenerating triggers, see Siebel Business Process Framework: Workflow Guide . CAUTION: Assign a policy group to only one Workflow Monitor Agent. Multiple Workflow Monitor Agent components running the same policy group cause unpredictable completion times and possible multiple actions created for one trigger. For more information about Workflow Monitor Agents see Siebel Business Process Framework: Workflow Guide .
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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