Any team you predefined using Siebel Tools NOTE For territory management you

Any team you predefined using siebel tools note for

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Any team you predefined using Siebel Tools NOTE: For territory management, you can choose from several other predefined values. For more information about these values, see Siebel Territory Management Guide . You use a similar procedure for adding organization dynamic candidate teams to assignment rules. However, there are no predefined organization dynamic teams from which to choose in the seed data; you must create your own organization teams. To add an organization dynamic candidate team 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 a dynamic team. 3 Click the Organization Candidates Source drop-down list and choose one of the following: All Organizations From Rule Any team you predefined using Siebel Tools
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A Working with Dynamic Candidates Process of Defining Dynamic Candidates 172
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Siebel Assignment Manager Administration Guide Version 8.1, Rev. A 173 8 Assignment Rule Administration for Delegated Assignment This chapter explains how to delegate assignment rules to others, and how others can inherit and further define these delegated rules. The tasks explained in this chapter are for delegated administrators (DAs), and as such, the procedures are documented using the Administration - Delegated Assignment screen and views. The topics in this chapter are organized to present information in a sequence roughly corresponding to the order in which you are likely to be concerned with the subjects described when using delegated assignment. However, your company may follow a different process according to its business requirements for using Siebel Assignment Manager. This chapter includes the following topics: “About Delegated Assignment” on page 173 “About Assignment Rule Group Hierarchy” on page 177 “Automating the Menu Options: Regenerate Denormalized Rule Hierarchy and Rule Group Hierarchy” on page 181 “Setting Up Assignment Responsibility for Designees” on page 183 “Process of Making an Assignment Rule Inheritable” on page 183 “Process of Inheriting and Refining Delegated Assignment Rules” on page 186 “Examples for Using Delegated Assignment” on page 187 NOTE: Although the procedures in this chapter are written for the Administration - Delegated Assignment screen and views, you can also perform many of these same operations using the Rule Group Explorer views in the Administration - Assignment screen. CAUTION: Before performing the tasks in this chapter, familiarize yourself with the assignment administration tasks explained in Chapter 5, “Assignment Rule Administration.” Otherwise, you may find the procedures difficult to follow.
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  • Summer '16
  • Oracle
  • Management, Sales, Siebel Assignment Manager, Siebel Assignment Manager Administration Guide

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