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Siebel Assignment Manager Administration Guide > Assignment Rules > Adding Employees, Positions, and Organizations to Assignment Rules >

Adding Positions to Assignment Rules

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This section explains how to add positions to an assignment rule. Sales organizations typically assign positions to objects. For more information on positions, see Positions.

NOTE:  Assignment Manager does not prevent you from adding positions to an assignment rule that requires employee assignment. Before adding positions, make sure that the objects for the assignment rule allow position assignment.

To add positions to an assignment rule

With the appropriate assignment rule selected (View > Site Map > Assignment Administration > Assignment Rules), click the Positions view tab.
In the Positions list, click New.
In the Add Positions dialog box, select the positions to include for this assignment rule, and then click OK.

NOTE:  To select multiple positions, hold down the CTRL key while selecting positions.

In the new record in the Positions list, click in the available fields to enter or edit the relevant information.

Table 25 shows select predefined fields available for editing.

Table 25.  Positions List Fields

Field	Description	Example
Activation Date/Time1	Start date of the assignment rule position.	4/10/01 3:01:00 PM
Expiration Date/Time1	End date of the assignment rule position.	4/10/01 3:01:00 PM
Score	An initial score for each position is permitted in this field to differentiate between other positions for potential assignment.	20

1Set the machine on which the assignment server resides to Greenwich Mean Time (GMT). For more information about GMT, see Global Deployment Guide.

NOTE:  You can configure Assignment Manager to define additional fields for Positions associated with an assignment rule. For more information, see Configuring Assignment Objects to Copy Additional Columns to the Team Table.

Figure 39 shows an example of adding a position for an assignment rule.

Figure 39.  Example of Adding Positions

After you add positions for an assignment rule, only the active employees for each position are available. If Assignment Manager assigns the position, employees for the position have visibility to the assigned object.

To delete system-assigned positions from individual assignment objects, or to manually assign other positions, see the procedure in Maintaining the Manually Assigned Primary Position.

Positions assigned to assignment rules are stored in a file called rulecache.dat. If new positions are added to an assignment rule, it is important to refresh the rulecache.dat file; otherwise, new positions are not recognized. For further information, see Releasing Assignment Rules.

NOTE:  Assignment Manager caches position skills in the rulecache.dat file when the Siebel Server is started. Every time rules are released, position skills are updated and cached in the new rulecache.dat file that is created. If you want to automatically refresh position skills and recreate the rulecache.dat file at a periodic interval, set the value of the AsgnSrvr component parameter to the desired interval of update. For more information about position skills, see Assigning Skills to Employees, Positions, and Organizations. For information about the AsgnSrvr component parameter, see Running Interactive Assignment Using the Command-Line SRVRMGR Utility.

Assignment Manager can also assign positions based on their association with their parent organization. For example, only positions associated with a specific organization can be assigned to an assignment object even if other positions not associated with the organization qualify. This functionality is called multitiered assignment and must be configured for the appropriate assignment object. For more information on this feature, see Multitiered Assignment.

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