Process of Defining Assignment Workload There are two methods for defining

Process of defining assignment workload there are two

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Process of Defining Assignment Workload There are two methods for defining workload rules: using predefined workload rules or creating your own workload-rule definitions. This topic discusses how to use both options. Figure 13. Sample Workload Distribution
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration Process of Defining Assignment Workload 110 Siebel Assignment Manager provides a set of predefined workload rules that allows you to define workload distribution in assignment rules for employees, positions, or organization. Table 27 lists the predefined assignment workload rules: Optionally, you can create your own workload rules. Use the following procedures to define assignment workload if you plan to create your own workload distribution rules. NOTE: If you plan to use the predefined workload distribution rules, skip to Step 2 . 1 (Optional) “Creating Assignment Workload Distribution Rules” on page 110 . 2 “Applying Assignment Workload Distribution to Employees, Positions, and Organizations” on page 112 . Creating Assignment Workload Distribution Rules If you prefer to create your own workload distribution rules, in lieu of using the predefined rules, use the following procedure. NOTE: When creating your own workload rules, keep in mind that performance may be affected if Assignment Manager is accessing a nonindexed column or retrieving the total number of records. This task an optional step in “Process of Defining Assignment Rules” on page 43 and “Process of Defining Assignment Workload” on page 109 . To create assignment workload distribution rules 1 Navigate to the Administration - Assignment screen, and then the Workload Distribution Rules view. NOTE: If you plan to use the predefined workload rules, skip to Step 4 on page 111 . 2 In the Workload Rules list, click New. 3 In the new record, click in the available fields to enter the relevant information for the workload rule. a In the Name field, type a name for the workload rule. b In the Assignment Object field, select the assignment object of the workload rule. Table 27. Predefined Assignment Workload Rules Workload Rule Name Assignment Object Critical Service Requests Service Request Excellent Leads Opportunity Open Opportunities Opportunity Total Open Service Requests Service Request
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Assignment Rule Administration Process of Defining Assignment Workload Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 111 NOTE: The workload rule’s assignment object must match the assignment rule’s assignment object; otherwise, the assignment workload criteria is excluded or a run-time error occurs (dependent on the assignment rule assignment object’s Ignore Extra Attributes run-time parameter setting). 4 With the appropriate workload rule selected, in the Conditions view, click New.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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