5 In the new record click in the available fields to enter the relevant

5 in the new record click in the available fields to

This preview shows page 111 - 113 out of 314 pages.

5 In the new record, click in the available fields to enter the relevant information for the workload conditions. a In the Conditional Field field, select a value to define the workload condition. The fields that are available depend on the assignment object selected in Step 3 on page 110 . b In the Comparison Operator field, select a comparison method. NOTE: When specifying values for the comparison operands (LIKE, NOT LIKE, IN, NOT IN, and BETWEEN), the Value field must be in a form that the underlying database expects. For more information about operands, see Siebel Developer’s Reference. c In the Value field, select a value with which you want to compare the workload condition. The values that are available depend on the workload condition selected in Step 3 on page 110 . TIP: If the drop-down arrow does not appear when you select the Value field, you need to enter an appropriate value. For example, if you are creating a workload rule for an Opportunity object and using Position Id as the workload condition, you need to enter the physical row ID of the positions. NOTE: If the assignment object selected for the workload criteria is team-based, workload criteria using this workload rule should be associated with an assignment rule only if the workload rule object has the team table (or owner field) referenced by one of its workflow components. Figure 14 shows an example of creating a workload rule called Example for the Account assignment object. The workload condition requires that the U.S. state for the account equal CA (for California). Figure 14. Creating Workload Distribution Rules
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration Process of Defining Assignment Workload 112 Applying Assignment Workload Distribution to Employees, Positions, and Organizations You balance workload among candidates by adding workload distribution rules for employees and positions, and organization workload distribution rules for organizations. For example, if your business logic includes limits on the maximum amount of work that can be handled at one time, you would apply assignment workload to your assignment rules. The following tasks are one step in “Process of Defining Assignment Workload” on page 109 and “Process of Defining Assignment Rules” on page 43 . Applying Workload Distribution to Employees and Positions Use the following procedure when defining workload distribution for employees or positions. To apply workload distribution to employees and positions 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 the workload criteria, and then click the Workload Distribution view tab.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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