Run Assignment Manager in different operating modes to process assignments

Run assignment manager in different operating modes

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Run Assignment Manager in different operating modes to process assignments Chapter 9, “Running Siebel Assignment Manager” Running what-if analysis on possible assignments before making actual assignments “About Running Assignment Manager in Reporting Mode” on page 234 Define which servers are used to run selected groups of rules “How Siebel Assignment Manager Uses Server Key Mappings to Load Rules to a Particular Siebel Server” on page 63 Delegate the task of creating business logic through rules and criteria to others Chapter 8, “Assignment Rule Administration for Delegated Assignment” Check availability before assigning employees to objects Chapter 11, “Availability-Based Assignment” Table 4. Assignment Manager Customization Tasks Task For More Information, See …
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Overview of Siebel Assignment Manager Essential Building Blocks of Siebel Assignment Manager Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 29 Assignment Rules An assignment rule is a logical collection of business conditions, and Assignment Manager evaluates potential candidates based on these rules. For example, assume the U.S. Western Sales Representative position is responsible for sales of Products A, B, and C in ZIP Codes 94401, 94402, 94403. In Siebel Assignment Manager, this example translates as follows: An assignment rule exists for the U.S. Western region. The assignment rule candidate is the U.S. Western Sales Representative. One criterion for the assignment rule includes only those accounts with ZIP Codes 94401, 94402, and 94403. Another criterion for the assignment rule includes only products in the Product A, B, or C product line. Siebel Assignment Manager uses assignment rules to match assignment objects to candidates. Multiple assignment rules can be active for each assignment object. An assignment rule can also apply to multiple objects. Assignment rules use criteria and scores to rate candidates and select potential assignees. Candidates that qualify for an assignment rule have the assignment rule score added to their total score. For example, if you have an assignment rule with the Score field set to 20 points, each candidate that meets the rule’s criteria has 20 points applied to his or her total score. Each assignment rule also has a candidate passing score value. After the total score for a candidate is calculated, Assignment Manager compares this score with the candidate passing score for the assignment rule. If a candidate’s score is less than the candidate passing score, the candidate does not meet the criteria and is not assigned. Assignment Objects In Siebel Assignment Manager, assignment objects represent assignment entities to which candidates are matched based on assignment rules. The concept is analogous to business objects in Siebel Business Applications. You must associate every assignment rule with at least one assignment object.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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