3 Modify assignment object property settings to suit your business requirements

3 modify assignment object property settings to suit

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3 Modify assignment object property settings to suit your business requirements using Siebel Tools. See “Configuring Assignment Object Properties” on page 126 . Process of Defining Assignment Rules This topic is part of “About Assignment Rule Administration” on page 42 . The process of defining assignment rules varies depending on how much you reconfigure or customize Siebel Assignment Manager. This topic provides a typical process flow for defining and releasing assignment rules that you can use as a guide. Your process may differ, depending on your business model.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Rule Administration 44 Figure 2 provides a sample process flow for defining and releasing assignment rules. Table 7 lists the various tasks you perform when defining new assignment rules. The steps represent a typical order of execution when defining a new assignment rule, however, many tasks are optional and may not be applicable for your deployment. Figure 2. Sample Process Flow for Defining and Releasing Assignment Rules Table 7. Administrative Tasks for Defining Assignment Rules Task Required 1 “Creating Assignment Rule Groups” on page 45 NOTE: You must apply a rule group to each assignment rule. If you do not want to define your own rule groups, you can use the predefined rule groups or the Default Rule Group. Yes 2 “Creating Assignment Rules” on page 51 Yes 3 “Adding Assignment Criteria to Assignment Rules” on page 93 No
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Assignment Rule Administration About Assignment Rule Administration Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 45 Creating Assignment Rule Groups This topic is part of “About Assignment Rule Administration” on page 42 . This topic explains how to create new assignment rule groups using the assignment administration views. This task is a step in “Process of Defining Assignment Rules” on page 43 . About Assignment Rule Groups An assignment rule group is a logical grouping of assignment rules, and assignment rules are logical business boundaries associated with individuals or a team of people to achieve a business goal. Assigning rule groups to assignment rules allows you to partition rules based on organizational or corporate goals, or some other grouping, such as email response. 4 “Adding Criteria Values to Assignment Criteria” on page 96 or “Adding Criteria Values as Skills to Assignment Rules Using Expertise Codes” on page 105 No 5 “Choosing a Candidate as the Primary Assignee” on page 61 No 6 “Adding Dynamic Candidate Teams to Assignment Rules” on page 170 NOTE: The assignment seed data provides two dynamic candidate teams: Activity Account Team and Activity Asset Team. There is no organization dynamic team seed data provided. You may need to configure your own teams according to your business needs.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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