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Guidelines for Creating Assignment Rules

To use Siebel Assignment Manager effectively, assignment administrators (AAs) must develop and document a clear set of strategies that are consistently applied by Assignment Manager or system administrators.

For each assignment object, AAs should consider how to develop assignment rules that:

• Optimally match the attributes of assignment objects to criteria values of the assignment rules.

  This approach is commonly used for traditional territory assignment where territories are managed exclusively through assignment administration. Employees, positions, or organizations associated with these rules are potential assignees. Sales organizations typically use this method.

• Optimally match the attributes of assignment objects to employee skills.

  Expertise is managed using employee, position, or organization skills. Service organizations typically use this method.

• Reflect a blend of the attributes outlined in the two methods previously described.

  For example, sales organizations can benefit from assignment rules using employee skills as well as territory rules.