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Siebel Assignment Manager Administration Guide > Assignment Rules >

Defining Assignment Rules

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To define and use assignment rules, you need to perform the following tasks in the Siebel client:

Create the assignment rule.

For more information, see Creating Assignment Rules.

Create assignment rule groups.

For more information, see Creating Assignment Rule Groups.

Create key server mappings.

For more information, see Defining Server Key Maps.

Create assignment criteria.

For more information, see Creating Criteria Values and Creating Criteria Values as Skills with Expertise Codes.

Create criteria values (optional when using the Compare Object to Person comparison method).

For more information, see Creating Criteria Valuesand Creating Criteria Values as Skills with Expertise Codes.

Create the assignment workload (optional).

For more information, see Defining Assignment Workload.

Assign employees, positions, or organizations to the assignment rule (optional if All People is checked).

For more information, see Adding Employees, Positions, and Organizations to Assignment Rules.

Release the assignment rule.

For more information, see Releasing Assignment Rules.

The following sections explain how to perform each of these tasks using the Assignment Administration views. The sections 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 defining new assignment rules.

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