3 In the Workload Distribution list click New 4 In the new record click in the

3 in the workload distribution list click new 4 in

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3 In the Workload Distribution list, click New. 4 In the new record, click in the available fields and enter the relevant information. Table 28 shows the available predefined fields. Table 28. Workload Distribution Fields for Employees and Positions Field Description Example Workload Distribution Rule Name of the workload rule to apply to the assignment rule. Total Open Service Requests Assignment Object Type of assignment object related to this workload rule. Service Request Score Score to apply for this workload rule. For more information about workload scores, see “Process of Defining Assignment Workload” on page 109 . 50 Required Determines whether the workload rule is required for the assignment rule. The choices are Always and Never. Always Maximum Workload The maximum workload allowed for this workload rule. For more information about how this value affects the workload score, see “Process of Defining Assignment Workload” on page 109 . 2
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Assignment Rule Administration Process of Defining Assignment Workload Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 113 Figure 15 shows an example of defining a workload distribution rule for employees and positions using values specified in Table 28 on page 112 . Applying Workload Distribution to Organizations Use the following procedure when defining workload distribution for organizations. To apply workload distribution to organizations 1 Navigate to the Administration - Assignment screen, and then the Assignment Rules List view. 2 In the Assignment Rules list, drill down on the assignment rule for which you want to define workload criteria, and then click the Organization Workload Distribution view tab. 3 In the Organization Workload Distribution list, click New. 4 In the new record, click in the available fields and enter the relevant information. Table 29 shows the available predefined fields. Figure 15. Example of Defining Workload Distribution for Employees and Positions Table 29. Workload Distribution Fields for Organizations Field Description Example Assignment Object Type of assignment object related to this workload rule. Opportunity Maximum Workload The maximum workload allowed for this workload rule. For more information about how this value affects the workload score, see “Process of Defining Assignment Workload” on page 109 . 3 Required Determines whether the workload rule is required for the assignment rule. The choices are Always and Never. Always Score Score to apply for this workload rule. For more information about workload scores, see “Process of Defining Assignment Workload” on page 109 . 10
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Policies 114 Figure 16 shows an example of adding a workload criteria for organizations using values specified in Table 29 on page 113 .
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  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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