To delete system assigned positions from individual assignment objects or to

To delete system assigned positions from individual

This preview shows page 57 - 59 out of 314 pages.

To delete system-assigned positions from individual assignment objects, or to manually assign other positions, see the procedure in “Maintaining the Manually Assigned Primary Position” on page 249 . You can configure Assignment Manager to define additional fields for Positions associated with an assignment rule. For more information about defining fields for Positions, see “Configuring Assignment Objects to Copy Additional Columns to the Team Table” on page 254 . To add organizations to an assignment rule 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 add organizations, and then click the Organization Candidates view tab. 3 In the Organization Candidates list, click New. 4 In the Add Organization dialog box, select the organizations to include for this assignment rule, and then click OK. 5 In the new record in the Organizations list, click in the available fields to enter or edit the relevant information. 6 If new candidates are added, make sure you release the assignment rules for the changes to take effect. For more information about releasing assignment rules, see “Releasing Assignment Rules” on page 65 . NOTE: If the All Organizations value is selected in the Organization Candidates Source field for the assignment rule, all candidates are evaluated even if they are not listed in the Organization Candidates list. Table 13. Positions List Fields Field Description Activation Start date of the assignment rule position. NOTE: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide . Expiration End date of the assignment rule position. NOTE: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide . Score An initial score for each position is permitted in this field to differentiate between other positions for potential assignment.
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration About Assignment Rule Administration 58 Table 14 shows select predefined fields available for editing. Adding a Sequence Number to Assignment Rules This topic is part of “About Assignment Rule Administration” on page 42 . This topic explains how to add sequence numbers to assignment rules. To add a sequence number to an assignment rule 1 Navigate to the Administration - Assignment screen, and then the Assignment Rules List view. 2 In the Assignment Rules list, select the assignment rule for which you want to define rule sequencing. 3 In the Sequence field, enter a sequence number. How Siebel Assignment Manager Determines the Sequence in Which Rules Are Evaluated This topic is part of “About Assignment Rule Administration” on page 42 .
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  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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