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About Some of the Assignment Rule Fields

The subtopics in this section provide detailed descriptions of the following assignment rule fields:

• Assignee Filter Field
• Candidates Source Fields
• Check Employee Calendar Field
• Exclusive Field

Assignee Filter Field

The value in the Assignee Filter field of an assignment rule determines how candidates are evaluated as potential assignees to the object. Table 18 shows the filters used by Assignment Manager to determine which potential assignees are assigned to the object for each assignment rule.

NOTE:  If you do not use scores, the candidate passing score on the assignment rule and all qualifying candidate scores are treated as zero. Therefore, every qualifying candidate (every candidate that passes all required criteria) is assigned depending on the assignee filter.

Candidates Source Fields

For each assignment rule, the administrator determines whether Assignment Manager takes candidates directly from the assignment rule (statically) or dynamically from the object row by indicating the candidate source.

There are two candidate source fields:

• Person Candidates Source Field
• Organization Candidates Source Field

Person Candidates Source Field

• From Rule. The candidates are the people (positions and employees) defined for an assignment rule and are statically assigned. This is the default value for person candidates.
• All People. The candidates are all the people (positions and employees) in the database and are statically assigned.
• Teams. The candidates are the person dynamic candidate teams (positions and employees) you define in Siebel Tools. In Siebel Tools, you choose either positions or employees as the value of the Team Type property in the Dynamic Candidate object to indicate that the person candidates for the assignment rule should come dynamically from the relevant attribute on the object row. Two teams—Activity Account Team and Activity Asset Team—are provided as seed data, but you can add your own teams using Siebel Tools. In addition, several teams are predefined for use with territory management.

Organization Candidates Source Field

• From Rule. The candidates are the organizations defined for an assignment rule and are statically assigned. This is the default value for organization candidates.
• All Organizations. The candidates are all the organizations in the database and are statically assigned.
• Teams. The candidates are the organization dynamic candidates teams you define in Siebel Tools. In Siebel Tools, you choose organization as the value of the Team Type property in the Dynamic Candidate object to indicate that organization candidates for the assignment rule should come dynamically from the relevant attribute on the object row. There is no organization dynamic team seed data provided; you need to configure your own teams according to your business needs.

For dynamic candidates teams, the value (employee, position, or organization) of the Team Type property of the Dynamic Candidate object in Siebel Tools determines what appears in the candidates source LOV fields in the assignment rule as shown in Figure 12.

Figure 12. Relationship of Candidates Source Assignment Rule Fields to Team Type Property in Siebel Tools

Check Employee Calendar Field

For each assignment rule, the administrator can designate whether Assignment Manager checks the employees' calendars when determining assignment eligibility. By checking the Check Employee Calendar field in the Assignment Rules List view, Assignment Manager checks for employee availability.

This feature is used only for employee-based assignment objects, and requires the installation of the Siebel Field Service application as it depends on a field service component, the Appointment Booking System. You must first configure the Activity and Service Request assignment objects using Siebel Tools before this feature is available. For more information about the Check Employee Calendar feature, see About Availability-Based Assignment.

Exclusive Field

For each assignment rule, the administrator can designate whether that rule is exclusive.

If a rule is exclusive and has assignees, then all assignees from other rules are discarded. If there are no exclusive rules, then the primary rule is the rule with the highest-scoring assignee and the primary assignee is the highest-scoring assignee. In this case, no assignees from the other rules are discarded; however, if the assignment object does not allow for more than one assignee, then only the primary assignee is assigned.

If there are multiple exclusive rules, the exclusive rule with the highest-scoring assignee is chosen as the only exclusive rule. However, if multiple exclusive rules with equal scores qualify, the default default employee, default position, or default organization is assigned because Assignment Manager is unable to determine the winning rule. For more information about assigning a default employee, default position, or default organization, see Step 7 in Assignment Methodology.

You make an assignment rule exclusive by checking the Exclusive flag for the assignment rule.

Related Topic

Creating Assignment Rules