5 In the Properties window configure the assignment object by setting the

5 in the properties window configure the assignment

This preview shows page 127 - 129 out of 314 pages.

5 In the Properties window, configure the assignment object by setting the appropriate values for each property. NOTE: The default values provided in the Siebel repository for assignment objects are provided as a guide and may not be applicable to your business requirements. Therefore, it is recommended you review the configuration of the predefined objects before using them. For detailed information about assignment objects and their default values, see Siebel Object Types Reference . 6 Update your deployment with the new configurations. For instructions, see Step 2 and Step 3 on page 156 in the procedure for “Updating Your Siebel Assignment Manager Deployment with New Configurations” on page 155 . NOTE: It is not necessary to recompile the siebel.srf file when configuring an assignment object. For more information about when to recompile, see “Updating Your Siebel Assignment Manager Deployment with New Configurations” on page 155 and Using Siebel Tools .
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Basic Configuration for Siebel Assignment Manager Configuring Assignment Objects 128 TIP: If you are modifying the Default Employee, Default Position, or Default Organization properties, then make sure that the values specified exist in the appropriate base table. For example, if you change the default organization to My Organization, there must be an entry called My Organization in the Administration - Group screen, Organizations view. Configuring Assignment Objects for Interactive Assignment This topic is part of “Configuring Assignment Objects” on page 126 . Interactive assignment allows users to invoke Siebel Assignment Manager immediately, view the list of assignees generated by Assignment Manager, and then override or confirm the assignees in the list. Users can invoke interactive assignment by clicking the appropriate object’s form Menu button and choosing Assign, as shown in Figure 19 . For example, you could choose the Assign option from the Menu button in the All Service Requests view after navigating to the Service screen, then Service Requests, and then Service Requests List view, and then choosing All Service Requests from the view drop-down list. When you click on the Assign menu item in the Service Request form to assign the current service request, the Siebel client contacts the Assignment Manager and creates a list of qualified employees sorted by descending scores. The list of qualified employees appears to the user in the Employees window. Then, you can select an employee from the list as the service request owner. Alternatively, you can allow Siebel SmartScript to have Assignment Manager select the most qualified candidate from the list. In this case, a list of qualified employees does not appear in the Employees window, and the most qualified candidate is assigned. The procedure below has an optional step related to using Siebel SmartScript in this manner.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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