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Adding Organizations to Assignment Rules

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This section explains how to add organizations to an assignment rule. For more information on organizations, see Organizations.

To add organizations to an assignment rule

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

NOTE:  To select multiple organizations, hold down the CTRL key while selecting organizations, and click OK.

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

Table 26 shows select predefined fields available for editing.

Table 26.  Organizations List Fields

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

Figure 40 shows an example of adding an organization to an assignment rule.

Figure 40.  Example of Adding Organizations

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

NOTE:  Assignment Manager caches organization skills in the rulecache.dat file when the Siebel Server is started. Every time rules are released, organization skills are updated and cached in the new rulecache.dat file that is created. If you want to automatically refresh organization 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 organizations based on the positions associated within the organization. For example, positions assigned to an assignment object can also have their associated organizations assigned. This functionality is called multitiered assignment and must be configured for the appropriate assignment object. For more information on this feature, see Multitiered Assignment.

Alternatively, you can set a default organization for assignment objects. For example, if you want records for a given assignment object assigned to a certain organization, you can change the Default Org property on the assignment object using Siebel Tools. For more information about setting the Default Org property, see Siebel Tools Reference.

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