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Creating Assignment Criteria

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

NOTE:  Assignment rules can be created with no criteria. A rule of this nature functions to make sure data items of a particular type are assigned, that is, objects of the defined type pass. Use these rules carefully as a rule defined with no criteria can make assignments that are not required. Although assignment criteria are not required for an assignment rule, assignment rules with no criteria and no assignment object specified are ignored by Assignment Manager.

To create assignment criteria

From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Rules.
In the Assignment Rules list, select the assignment rule for which you want to create assignment criteria, and then click the Criteria view tab.
In the Criteria list, click New.
In the new criterion record, click in the available fields to enter the relevant information.

NOTE:  If you want to query for an assignment criteria, you must use the name of the assignment criteria, not the display name. For example, if the name of the Account assignment criteria is ACCOUNT_ID, then you must use this name for your query, although the display name is Account. The queries for seed assignment criteria must also be made with their English names, that is, these queries do not accept non-English characters.

Table 20 shows the predefined fields.

Table 20.  Assignment Criteria Predefined Fields

Field	Description	Example
Comments	Type your comments here.
Comparison Method	Methods used by Assignment Manager to determine how objects and candidates are matched. For explanations of each method, see Table 6.	Compare to Object
Criteria	Type of assignment criteria.	Product Defect Priority
Inclusion	Methods used by Assignment Manager to determine how criteria values and candidates are matched. For more information on inclusion methods, see Table 7.	Include
Minimum Score	Minimum score required to qualify for this criteria.
Required	Determines whether the criteria is required. For required criteria, candidates must meet all conditions of the criteria to qualify for the assignment rule. There are three choices: Always, Never, and When Available.	Always
Score	Score for this criteria. Candidates that satisfy this criteria have this score added to their total score.

Figure 29 shows an example of creating assignment criteria using values from Table 20. This example creates a required Product Defect Priority assignment criteria for an assignment rule that is compared to service objects.

Figure 29.  Example of Creating Assignment Criteria

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