Siebel Assignment Manager Administration Guide > Working with Dynamic Candidates > Process of Defining Dynamic Candidates >

Adding Dynamic Candidate Teams to Assignment Rules

You can add dynamic candidates teams (position or employee) or organization dynamic candidate teams to assignment rules. You can use either the predefined dynamic candidate teams provided in the application or create your own teams using Siebel Tools.

This task is a step in Process of Defining Assignment Rules.

Use one of the following procedures to add predefined dynamic candidate teams to your assignment rules.

NOTE:  If you plan to create you own dynamic candidate teams, you must use Siebel Tools to configure the teams before implementing the following procedure. For more information about configuring dynamic candidate teams, see Configuring Assignment Objects for Dynamic Candidates.

To add a person dynamic candidate team to an assignment rule

1. Navigate to the Administration - Assignment screen > Assignment Rules List view.
2. Drill down on the assignment rule for which you want to add a dynamic team.
3. Click the Person Candidates Source drop-down list and choose one of the following:
   • Activity Account Team
   • Activity Asset Team
   • All People
   • From Rule
   • Any team you predefined using Siebel Tools

     NOTE:  For territory management, you can choose from several other predefined values. For more information about these values, see Siebel Territory Management Guide.

You use a similar procedure for adding organization dynamic candidate teams to assignment rules. However, there are no predefined organization dynamic teams from which to choose in the seed data; you must create your own organization teams.

To add an organization dynamic candidate team to an assignment rule

1. Navigate to the Administration - Assignment screen > Assignment Rules List view.
2. Drill down on the assignment rule for which you want to add a dynamic team.
3. Click the Organization Candidates Source drop-down list and choose one of the following:
   • All Organizations
   • From Rule
   • Any team you predefined using Siebel Tools