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Configuring Assignment Object Properties for Availability-Based Assignment


Using Siebel Tools, you configure an assignment object for availability-based assignment by setting the assignment object property and user property values and exposing some of those values in the user interface.

This task is a step in Process of Configuring Assignment Objects for Availability-Based Assignment.

To configure an assignment object for availability-based assignment

  1. Start Siebel Tools.
  2. In the Object Explorer, expand Workflow Policy Object and select the assignment object.
  3. With the object selected, choose Tools > Lock Project (or Alt+L) to lock the project.
  4. In the Assignment Objects list, set the property values as shown in Table 54.
  5. After the properties are configured for the assignment object, they must be made visible to the end user by adding them to the appropriate business component and applets.

    For information on how to make the properties visible to the end user, see Using Siebel Tools.

  6. Configure certain assignment user properties to come from either the object row itself or through constants.

    For a procedure on how to do this, see Configuring Assignment Object User Properties for Availability-Based Assignment.

Table 54 shows the assignment object property values you set for availability-based assignment.

Table 54. Assignment Object Property Settings for Availability-Based Assignment
Property1
Description

Calendar Activity Additional Fields

(Optional) When this property is specified, Assignment Manager sets the field value to the row ID of the assignment object when it creates the activity. Assignment Manager also sets the additional fields to the specified field values. For example, for the Service Request object, you can specify the following fields: Activity SR Id, Type, To Do.

Calendar Early Start Time Column

(Optional) The table column that references the early start time of the object. For example, X_EARLY_START_TIME.

Calendar Start Time Column

The table column that references the start time of the object. For example, X_START_TIME.

Calendar Duration Column

The table column that references the duration of the object. For example, X_DURATION.

Calendar Create Activity

(Optional) Check this column if you want an activity created for the assigned employee.

TRUE = Activity is created in employee's calendar
FALSE =Activity is not created in employee's calendar

Note: You must configure this property if you plan to use the Appointment Booking System to detect conflicts. For more information about the Appointment Booking System, see About Availability-Based Assignment in this guide and Siebel Field Service Guide.

1Properties are specified as one value string for that property.

If a value is not specified in the Calendar Start Time Column property for an assignment object, Assignment Manager does not check calendars when assigning that object, even if the Check Employee Calendar flag is checked on the assignment rule. Instead, Assignment Manager assigns all candidates who meet the criteria for the rule. For example, if you don't specify the Start Date or Due Date for an activity, Assignment Manager does not check calendars when assigning this activity, even if the assignment rule has the Check Employee Calendar flag checked. Instead, Assignment Manager assigns all candidates who meet the criteria for the rule.

Siebel Assignment Manager Administration Guide