Bookshelf v7.8: Process of Defining Assignment Rules

The process of defining assignment rules varies depending on how much you reconfigure or customize Assignment Manager. This section provides a typical process flow for defining and releasing assignment rules that you can use as a guide. Your process may differ, depending on your business model.

Figure 11 provides a sample process flow for defining and releasing assignment rules.

Table 15 lists the various tasks you perform when defining new assignment rules. The steps represent a typical order of execution when defining a new assignment rule, however, many tasks are optional and may not be applicable for your deployment.

Table 15. Administrative Tasks for Defining Assignment Rules
Task	Required
Creating Assignment Rule Groups NOTE: You must apply a rule group to each assignment rule. If you do not want to define your own rule groups, you can use the predefined rule groups or the Default Rule Group.	X
Creating Assignment Rules	X
Adding Assignment Criteria to Assignment Rules
Adding Criteria Values to Assignment Criteria or Adding Criteria Values as Skills to Assignment Rules Using Expertise Codes
Adding Employees, Positions, and Organizations to Assignment Rules
Adding Dynamic Candidate Teams to Assignment Rules NOTE: The assignment seed data provides two dynamic candidate teams: Activity Account Team and Activity Asset Team. There is no organization dynamic team seed data provided. You may need to configure your own teams according to your business needs.
Choosing a Candidate as the Primary Assignee
Associating Skills with Employees, Positions, and Organizations
Creating Assignment Workload Distribution Rules
Applying Assignment Workload Distribution to Employees, Positions, and Organizations
(Optional) Process of Defining Assignment Policies for Dynamic Assignment