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Managing Activity Skills for Skills-Based Assignments

You can use Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1 to manage activity skill rules during appointment booking to support skills-based assignment. For more information, see About Activity Skills.

This topic contains the following related information:

• Defining Activity Skill Rules
• Defining Rule Objects

This task is a step in Process of Administering Schedules Using Siebel Field Service Integration to Oracle Real-Time Scheduler 2.1.

Defining Activity Skill Rules

Business administrators define the required skills to work on an activity as rules in the Skills Transfer - Rules Administration view.

They can define a skill item as an exact value or as a selectable value, as follows:

• For example, the business administrator can define a skill item to include the exact value of a product or product model. The business administrator defines an activity skill rule and an associated skill item in which the value in the Product field represents a specific product or product model that the field service engineer must be skilled with, such as Model 3567.
• For example, the business administrator can define the skill to require that the field service engineer is skilled with the product model that is associated with the service request. The business administrator sets the Pick From Object field for the skill item to Y, and uses the Rule Object and Object Attribute fields to specify the field from which the user selects the model name.

To define an activity skill rule

1. Navigate to the Administration - Scheduling screen, then the Skills Transfer - Rules Administration view.
2. Create a new record to define a rule.
3. Drill down on the rule name to navigate to the Criteria view.
4. Define the criteria for the rule.
5. Navigate to the Skills view to define the skills and skill items for the rule.

Defining Rule Objects

A rule object defines the link between the Action entity (for activities) and any other entity, such as Service Request, Order, Order Line Item, and so on. Siebel administrators define rule objects. They must define rule objects before a business administrator can specify rule criteria.

If a business administrator must define a rule criteria that is based on an attribute, such as Order Type, then a Siebel administrator must establish a link between the Action business component and the Order Entry business component. When a Siebel administrator creates this link in the form of the necessary rule object, the fields of the Order Entry business component (including the Order Type field) are available in the Criteria view. A Siebel administrator establishes this link by creating a rule object between these two entities. After the rule object creation, the business administrator can pick the rule object in the Criteria field.

The Activity Rule Object and Activity Service Request rule objects are predefined in the seed data.

To define a rule object

1. Navigate to the Administration - Scheduling screen, then the Rule Objects Administration view.
2. Create a new record to define a rule object.

   Some fields are described in the following table.

   Field	Comments
   Rule Object	Type the name of the rule object. For example, if you want to establish a link between the Activity and Order Entry business components, then the name might be Activity - Order.
   Business Object	Select the business object that you want to link to both the linked business components. For example, if you want to link the Action and Order Entry business components, then the Source Business Object is Order Entry.
   Source BC	Select the source business component. In this example, the source is the Action business component.
   Target BC	Select the target business component with fields to make available in the Criteria view. In this example, the target is the Order Entry business component.
   Source Field	Select the field in the source business component that you want to join to the target field.
   Target Field	Select the field in the target business component that you want join to the source field.
   Comments	Type comments to describe this rule object.