For field descriptions see Creating Assignment Rule Groups on page 45 TIP

For field descriptions see creating assignment rule

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For field descriptions, see “Creating Assignment Rule Groups” on page 45 . TIP: Activation and expiration dates are modifiable only at the root-level rule group level in the hierarchy. All other rule groups under the root-level rule group share the same dates and are read only. Adding Owners to the Inheritance Access List This topic explains how to add owners to the inheritance access list for an assignment rule using the delegated assignment administration views. After owners are added to the inheritance access list of an assignment rule, inheritors of that rule can further refine and specialize that rule. This task is a step in “Process of Making an Assignment Rule Inheritable” on page 183 and “Setting Up Assignment Responsibility for Designees” on page 183 . To add an owner to the inheritance access list 1 Navigate to the Administration - Delegated Assignment screen, and then the Rule Group Explorer view. 2 In the Rule Group Explorer, expand the rule group in which the assignment rule resides, and then click Rules. 3 In the My Rule Group Explorer list, drill down on the assignment rule you want to make inheritable, and then click the Inheritance Access view tab.
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Assignment Rule Administration for Delegated Assignment Process of Making an Assignment Rule Inheritable Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 185 4 In the Inheritance Access List, click Synchronize. NOTE: This action first deletes anyone from the list who is not an owner of a child rule group and then adds back only the owners of the child rule group. To prevent deletion, check the Lock During Synchronization checkbox next to a position before clicking Synchronize. 5 Delete any positions from the list that you do not want to inherit rules. 6 Alternatively, you can add a single position: a In the Inheritance Access List, click New. b In the Pick Positions dialog box, query for the position you want to give access, and then click OK. Adding Criteria Templates to Assignment Rules This topic explains how assignment administrators (AAs) can add criteria templates to an assignment rule using the delegated administration views. After you create criteria templates, the criteria templates are available for use with inherited rules. 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. This task is a step in “Process of Making an Assignment Rule Inheritable” on page 183 . To add criteria templates to an assignment rule 1 Navigate to the Administration - Delegated Assignment screen, and then the Rule Group Explorer view. 2 In the Rule Group Explorer, select the assignment rule for which you want to add criteria templates.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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