Assignment rule sequencing Defining how candidates are assigned based on person

Assignment rule sequencing defining how candidates

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Assignment rule sequencing Defining how candidates are assigned based on person and organization relationships using multitiered assignment. Creating and configuring your own entities, including: Assignment objects Assignment criteria Assignment attributes Workload distribution rules to make assignments based on current workload Dynamic candidates and candidate teams that are assigned dynamically depending on the object row assigned Running Assignment Manager in different operating modes to process assignments: Interactively in real time Dynamically when object rows are created or attributes on object rows are changed by connected or mobile users Periodically assigning objects in batches Running Assignment Manager against reporting tables to test the desired behavior of assignment rules and rule groups before running against production tables. Checking availability before assigning employees to objects. Defining which servers are used to run selected groups of rules. Delegating the task of creating business logic through rules and criteria to others. Summary of Assignment Manager Customization Tasks Table 4 summarizes the Assignment Manager customization tasks and where you can find more information. Table 4. Assignment Manager Customization Tasks Task For More Information, See … Define assignment rules “Process of Defining Assignment Rules” on page 43 Match attributes of an assignment object with attributes of candidates “About Assignment Skills, Expertise Codes, and Weighting Factors” on page 99 “Process of Defining Criteria Values as Skills with Expertise Codes and Weighting Factors” on page 104
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Overview of Siebel Assignment Manager Essential Building Blocks of Siebel Assignment Manager 28 Essential Building Blocks of Siebel Assignment Manager Siebel Assignment Manager consists of several essential building blocks. A brief description of each is provided in the following subtopics; each subtopic is described in greater detail in other chapters throughout this guide. Defining workload distribution rules to balance work among the candidates “How Siebel Assignment Manager Balances Workload Among Candidates” on page 108 “Process of Defining Assignment Workload” on page 109 Define how attributes are matched Chapter 5, “Assignment Rule Administration” Define how assignment rules are matched using rule groups and rule sequencing “Creating Assignment Rule Groups” on page 45 “Adding a Sequence Number to Assignment Rules” on page 58 Define how candidates are assigned based on person and organization relationships using multitiered assignment “Configuring Assignment Objects for Multitiered Assignment” on page 266 Create and configure your own entities Chapter 5, “Assignment Rule Administration” Chapter 6, “Basic Configuration for Siebel Assignment Manager” Chapter 7, “Working with Dynamic Candidates” Chapter 10, “Advanced Siebel Assignment Manager Configuration”
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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