Bookshelf v8.0: Process of Defining Assignment Rules

The process of defining assignment rules varies depending on how much you reconfigure or customize Siebel Assignment Manager. This topic provides a typical process flow for defining and releasing assignment rules that you can use as a guide. Your process may differ, depending on your business model.

Figure 2 provides a sample process flow for defining and releasing assignment rules.

Table 8 lists the various tasks you perform when defining new assignment rules. The steps represent a typical order of execution when defining a new assignment rule, however, many tasks are optional and may not be applicable for your deployment.

Table 8. Administrative Tasks for Defining Assignment Rules
Task	Required
Creating Assignment Rule Groups NOTE: You must apply a rule group to each assignment rule. If you do not want to define your own rule groups, you can use the predefined rule groups or the Default Rule Group.	Yes
Creating Assignment Rules	Yes
Adding Assignment Criteria to Assignment Rules	No
Adding Criteria Values to Assignment Criteria or Adding Criteria Values as Skills to Assignment Rules Using Expertise Codes	No
Choosing a Candidate as the Primary Assignee	No
Adding Dynamic Candidate Teams to Assignment Rules NOTE: The assignment seed data provides two dynamic candidate teams: Activity Account Team and Activity Asset Team. There is no organization dynamic team seed data provided. You may need to configure your own teams according to your business needs.	No
Choosing a Candidate as the Primary Assignee	No
Associating Skills with Employees, Positions, and Organizations	No
Creating Assignment Workload Distribution Rules	No
Applying Assignment Workload Distribution to Employees, Positions, and Organizations	No
Process of Defining Assignment Policies for Dynamic Assignment	No

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