Table 45 Sample Data for Dynamic Candidates Assigned to an Activity 1 2 3 4

Table 45 sample data for dynamic candidates assigned

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Table 45. Sample Data for Dynamic Candidates Assigned to an Activity 1 2 3 4 Asset Team Member Type Account Team Member Type Service Region Skills Employee 1 Primary Employee 3 Primary Employee 1 ENU Employee 2 Secondary Employee 6 Secondary Employee 2 FRA Employee 3 Tertiary Employee 2 Tertiary Employee 3 Not applicable Employee 4 Tech Support Employee 4 Tech Support Employee 7 Not applicable Employee 5 Never Send Employee 7 Never Send Employee 8 Not applicable
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Assignment Rule Administration for Delegated Assignment About Delegated Assignment Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 175 1 The activity has an asset team and each employee in that team has a type. All the employees in this team are eligible candidates for the activity. The employees are scored based on their type and the following assignment rules: If Organization = Americas, primary score = 100. If Organization = Europe, primary score = 50. Based on the rules and their type, assume the asset team scores are: Employee 1 = 100 Employee 2 = 75 Employee 3 = 50 Employee 4 = 25 Employee 5 = 0 2 The activity has an account team and each employee in that team has a type. All the employees in this team are eligible candidates for this activity. The employees are scored based on their type. The account team scores are: Employee 3 = 80 Employee 6 = 60 Employee 2 = 30 Employee 4 = 10 Employee 7 = 0 3 The activity has a service region, and the service region has employees. All employees are eligible candidates for skill matching. You match activity skills and employee skills, but you can specify other matching criteria as well. Employee 1 = 100 Employee 2 = 150 Employee 3 = 75 Employee 7 = 200 Employee 8 = 25 4 This step determines the final list of candidates for this activity. This list is the union of the employees from all previous three lists, and employee scores are added if they exist in more than one list. The final list of candidates for this activity with their corresponding scores is: Employee 1 = 200 (100 + 100) Employee 2 = 255 (75 + 30 + 150) Employee 3 = 205 (50 + 80 + 75) Employee 4 = 35 (25 + 10) Employee 5 = 0 Employee 6 = 60 Employee 7 = 200 (0 + 200) Employee 8 = 25
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Assignment Rule Administration for Delegated Assignment About Delegated Assignment 176 All employees with a passing score pass the rule. In this example, if the minimum score for the rule is 200, Employee 1, 2, 3, and 7 pass and Employee 2 is set as the primary because that employee has the highest score. Sample Delegated Assignment Process Flowchart This topic is part of “About Delegated Assignment” on page 173 . Figure 27 provides a sample process flowchart of the delegated assignment feature. Each of the process steps are explained in further detail later in this chapter. Figure 27 shows the following relationships: Amy is the EVP of Sales and is the assignment administrator. Amy must first create root-level rule groups, child rule groups, and rules, and add criteria templates and owners of the child rule groups to the assignment rules before delegated assignment can be implemented.
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  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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