Bookshelf v7.5: Creating Assignment Rules

This section explains how to create assignment rules. For more information on assignment rules, see Assignment Rules.

Table 17. Assignment Rule Fields
Field	Description	Example
Activation1	Start date of the assignment rule.
All Organizations	If selected, evaluates all organizations in the Siebel database as candidates for this assignment rule. However, individual organizations and attributes associated with the rule are ignored. For more information, see the Minimum Score description in this table.
All People	If selected, evaluates all employees or positions in the Siebel database as candidates for this assignment rule. However, individual people and attributes associated with the rule are ignored. For more information, see the Minimum Score description in this table.
Assignees from Rule	Methods used by Assignment Manager to determine which potential assignees are assigned. For explanations of each method, see Table 4. This is a required field.	One, Best Fit
Check Calendar	If selected, activates Assignment Manager to check employees' calendars when determining assignment eligibility. Used only for employee-based objects.
Comments	Type in your comments here.
Exclusive	If selected, candidates for this assignment rule supersede candidates that qualified for any other non-exclusive assignment rules. For more information on the use of the exclusive feature with scoring, see Step 8 in the Assignment Methodology section.
Expiration¹	End date of the assignment rule.
Minimum Score	Minimum score required for candidates to qualify for this assignment rule. Note: You cannot run assignment rules for specific candidates and also designate one of the All flags (All Organizations or All People) for that assignment rule. This is because the two settings are mutually exclusive functionalities. If the All Organizations or All People flags or both flags are checked, then individual organizations or people associated with the rule are ignored. None of the attributes set for that organization or people associated with the rule are considered.
Name	Name of the assignment rule.	High Priority Modem Service
Object	Objects applied to this rule. If no objects are specified, then all objects are applied to this rule.	Service Request
Primary Employee	Primary employee for this assignment rule. Typically used for service-related assignments. Applicable only if this employee is included for the assignment rule. If the Assignee from Rule type is One, Best Fit, then do not select a primary employee, because the highest-scoring employee is still selected and the primary employee is ignored.
Primary Organization	Primary organization for this assignment rule. Applicable only if this organization is included for the assignment rule. If the Assignee from Rule type is One, Best Fit, then do not select a primary organization, because the highest-scoring organization is still selected and the primary organization is ignored.
Primary Position	Primary position for this assignment rule. Typically used for sales-related assignments. Applicable only if this position is included for the assignment rule. If the Assignee from Rule type is One, Best Fit, then do not select a primary position, because the highest-scoring position is still selected and the primary position is ignored.
Rule Group	Assignment rule groups applied to this rule. For more information, see Assignment Rule Groups.
Score	Score given to candidates who qualify for this assignment rule	20
Sequence	Sequence number for this rule. By default, assignment rules do not have a sequence number—one must be assigned by the administrator. For more information, see Assignment Rule Sequencing.

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