Lance and Henry are Sales VPs and are delegated administrators second tier

Lance and henry are sales vps and are delegated

This preview shows page 176 - 178 out of 314 pages.

Lance and Henry are Sales VPs and are delegated administrators (second-tier). Lance and Henry must first inherit rules in the rule group Amy created for their respective areas, and can then further refine and delegate those rules further down the hierarchy. Rick and Sarah are Sales Managers and are delegated administrators (third-tier). Rick and Sarah inherit the rules created by Lance for their respective areas, and then further refine those rules for their sales representatives. Robin and Sam are Partners and are delegated administrators (third-tier, similar to Rick and Sarah). Robin and Sam inherit the rules created by Henry for their respective areas, and then further refine those rules for their sales representatives. Figure 27. Sample Process Flowchart for Delegated Assignment
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Assignment Rule Administration for Delegated Assignment About Assignment Rule Group Hierarchy Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 177 NOTE: After a rule is inherited in child rule groups and changes are made to the original rule, such as adding criteria to, expiring, or even deleting the rule, those changes are propagated down the hierarchy to all rules that were inherited from it. About Setting Up Assignment Rules for Delegation This topic is part of “About Delegated Assignment” on page 173 . If you plan to use delegated assignment, the top AA position must first prepare the assignment rules for inheritance in addition to the tasks presented in Chapter 5, “Assignment Rule Administration.” The top AA position typically creates rules and rule criteria templates from which all other delegated rules and rule criteria are created using the Administration - Assignment views. DAs can then inherit these predefined rules and further refine those rules by adding new criteria or apply criteria templates criteria using the Administration - Delegated Assignment views. These refined rules can again be inherited and modified by other DAs at a lower level in the hierarchy, and so on. At each level in the hierarchy, administrators can assign designees to act on their behalf. Designees can view and edit rule groups (and the rules within those rules groups) on behalf of an AA or DA. Figure 28 on page 178 shows an example of this n -tier hierarchical relationship. About Assignment Rule Group Hierarchy A rule group is a group of categorized assignment rules. You might think of a rule group as similar to a territory. The delegated assignment feature provides a hierarchical (tree) distribution of rule groups, as shown in Figure 28 on page 178 . The logic defined in the rules in rule groups at the top of the hierarchy is enforced down the hierarchy, but can be refined. This topic contains the following subtopics, which describe rule group hierarchy in further detail.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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