Siebel Assignment Manager Administration Guide


Who Should Use This Guide

Revision History

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Assignment Concepts

Assignment Manager Components

Assignment Objects


Assignment Rules

Assignment Rule Groups

Assignment Rule Sequencing

Server Key Maps

Assignment Criteria

Workload Criteria

Activity-Based Assignment

Availability-Based Assignment


Assignment Logic and Scoring

Assignment Scoring

Multitiered Assignment

Assignment Methodology

Assignment Operation Modes

Interactive Assignment

Dynamic Assignment

Batch Assignment

Mobile Assignment

Contact Denormalization

Product Denormalization

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Assignment Strategy

Assigning Skills to Employees, Positions, and Organizations

Assignment in Sales Organizations

Creating Sales Assignment Rules Based on Territories

Creating Sales Assignment Rules That Combine Criteria

Using Multitiered Assignment with Sales Assignment Rules

Assignment in Service Organizations

Creating Field Service Assignment Rules Using Availability

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Assignment Manager Configuration

Assignment Manager Configuration Concepts

Assignment Manager Object Types

Assignment Manager Object Hierarchy and Relationship

Assignment Object Configuration

Creating Assignment Objects

Configuring Assignment Objects

Configuring Assignment Objects for Interactive Assignment

Configuring Assignment Objects for Availability-Based Assignment

Configuring Assignment Objects for Multitiered Assignment

Configuring Assignment Objects for Team Scoring

Assignment Criteria Configuration

Configuring Assignment Attributes

Configuring Assignment Attribute Columns

Configuring Assignment Criteria

Configuring Assignment Criteria Attributes

Disabling an Assignment Attribute

Creating Skills and Using Skill Tables

Creating New Skills

Using Skill Tables

Creating Workflow Policy Components

Example of Creating a Workflow Policy Component

Workflow Policy Components Inactivated by Default

Server Administration After Configuration

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Assignment Rules

Activating Assignment Rules

Defining Assignment Rules

Creating Assignment Rules

Creating Assignment Rule Groups

Defining Server Key Maps

Defining Assignment Rule Sequences

Creating Assignment Criteria

Creating Criteria Values

Creating Criteria Values as Skills with Expertise Codes

Defining Assignment Workload

Adding Employees, Positions, and Organizations to Assignment Rules

Adding Employees to Assignment Rules

Assigning Employees to Assignment Rules Based on Availability

Adding Positions to Assignment Rules

Adding Organizations to Assignment Rules

Releasing Assignment Rules

Migrating Assignment Rules

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Running Assignment Manager

Preparing to Run Assignment Manager

Checking the Assignment Manager and Server Request
Broker Components

Configuring the Assignment Manager Component

Configuring Assignment Manager Event Logs

Server Administration Requirements for Assignment Modes

Server Administration Requirements After Configuration

Running Assignment Manager in Interactive Mode

Running Interactive Assignment for a Service Request—An Example

Running Interactive Assignment Using the Command-Line

Running Assignment Manager in Dynamic Mode

Generating Triggers

Running Dynamic Assignment Using the Command-Line SRVRMGR Utility

Running Workflow Monitor Agents

Activating Assignment Policies

Assignment Manager Performance in Dynamic Mode

Running Assignment Manager in Mobile Mode

Running Assignment Manager in Batch Mode

Running Batch Assignment Using the Command-Line SRVRMGR Utility

Assignment Manager Performance in Batch Mode

Running Multiple Instances of Assignment Manager in Batch Mode

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Advanced Configuration

Creating Assignment Rules to Assign Two Objects

Assigning Objects Based on the Primary Address

Assigning Child Accounts Based on Parent's Primary Address

Reassigning Accounts to a Different Primary Position

Routing of Assignments to Mobile Users

Maintaining the Manually Assigned Primary Position

Stopping Assignment of the Default Organization

Stopping Assignment of Organizations for Accounts

Setting the Lock Assignment Default Value for Activity
Assignment Objects

Configuring Assignment Objects to Copy Additional Columns to
the Team Table

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Version Compatibility

System Preferences Compatibility

Tables Compatibility

Command Line Options Compatibility

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Assignment Object Parameters

Assignment Object Parameter Usage

Run-Time Parameter Default Values

Account Object Parameters

Activity Object Parameters

Campaign Object Parameters

Campaign Contact Object Parameters

Contact Object Parameters

Contact Denormalization Object Parameters

Employee Object Parameters

Opportunity Object Parameters

Order (Sales Credit Assignment) Object Parameters

Organization Object Parameters

Position Object Parameters

Product Defect Object Parameters

Product Denormalization Object Parameters

Project Object Parameters

Project Team Object Parameters

Service Request Object Parameters

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Assignment Manager Error Messages

Understanding Assignment Manager Error Messages

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 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003