3 Assignment Manager determines a list of candidates from each assignment rule

3 assignment manager determines a list of candidates

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3 Assignment Manager determines a list of candidates from each assignment rule. For each assignment rule that satisfies Step 2 , Assignment Manager determines a list of person and organization candidates relevant to the assignment rule, depending on the Person Candidate Source and Organization Candidate Source fields on the assignment rule. Static candidates from rule. If the Person Candidate Source is indicated as From Rule, then: If the assignment object uses position-based assignment, the candidate list includes the positions registered in the Position Candidates view. If the assignment object uses employee-based assignment, the candidate list includes the employees registered in the Employee Candidates view. All People. If the Person Candidate Source is indicated as All People, the candidate list includes all registered employees or positions in the Siebel Database. Dynamic candidates. If the Person Candidate Source is the name of a team (such as Activity Account Team or Activity Asset Team), Assignment Manager obtains the candidate list from the team table related to the object row. The list of organization candidates for each rule are determined using a similar method.
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Assignment Rule Administration Assignment Methodology and Examples for Creating Assignment Rules Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 77 4 Assignment Manager evaluates each candidate against assignment rule criteria. Assignment Manager evaluates each candidate against the criteria using the selected comparison method as described in “Assignment Criteria Comparison Methods” on page 86 . Workload distribution rules are also processed for each candidate. NOTE: Candidates fail if they do not match any required criterion and are not evaluated further against this rule. 5 Assignment Manager scores each qualified candidate for each assignment rule. Assignment Manager scores each candidate for an assignment rule based on the sum of: Assignment rule score of each assignment criterion that is satisfied. Each assignment criterion value that is satisfied depending on the inclusion method as explained in “Assignment Criteria Inclusion Methods” on page 87 . Some assignment criteria values (skills) are weighted by expertise. To rank expertise codes, Assignment Manager uses the Order field in the List of Values view in the Administration - Data screen. To define expertise weight, Assignment Manager uses the Weighting Factor field in the List of Values view in the Administration - Data screen. Score for the candidate. For static candidates, this value is specified in the Employees Candidates view, Position Candidates view, or Organization Candidates view. For dynamic candidates, this value is specified in the Score Column property in the Dynamic Candidate object.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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