Siebel Assignment Manager Administration Guide
What's New in This Release
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Finding and Using Siebel Assignment Manager Information
How to Use the Siebel Assignment Manager Administration Guide
Important Siebel Assignment Manager Resources
Information on Siebel Assignment Manager Seed Data
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Planning Your Siebel Assignment Manager Implementation
Guidelines for Planning Your Siebel Assignment Manager Implementation
Planning Your Siebel Assignment Manager Deployment
Guidelines for Creating Assignment Rules
Planning Optimal Assignment Rules
Scenarios for Using Siebel Assignment Manager
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Overview of Siebel Assignment Manager
Siebel Assignment Manager Terminology
Assignment Concepts
Essential Building Blocks of Siebel Assignment Manager
Optional Building Blocks of Siebel Assignment Manager
Siebel Assignment Manager Operating Modes
Specialized Siebel Assignment Manager Features
Modes for Processing Assignment Rules
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Assignment Rule Administration
About the Siebel Assignment Manager Administration Views
About Assignment Rule Administration
Before Defining Assignment Rules
Process of Defining Assignment Rules
Creating Assignment Rule Groups
About Some of the Assignment Rule Fields
Creating Assignment Rules
Adding Employees, Positions, and Organizations to Assignment Rules
Adding a Sequence Number to Assignment Rules
How Siebel Assignment Manager Determines the Sequence in Which Rules Are Evaluated
Defining Assignment Rules to Use a Single Criterion for Multiple Objects
Choosing a Candidate as the Primary Assignee
Defining Server Key Mappings for Assignment Rule Groups
How Siebel Assignment Manager Uses Server Key Mappings to Load Rules to a Particular Siebel Server
Preparing to Release Assignment Rules
Releasing Assignment Rules
Migrating Assignment-Related Data
Exporting and Importing Assignment-Related Data
Exporting Assignment-Related Data
Preparing Assignment-Related Data for Import
Importing Assignment-Related Data
Limitations for Importing Assignment-Related Data
Transaction Log Data for Export and Import Operations
Assignment Methodology and Examples for Creating Assignment Rules
Assignment Methodology
Example of Creating Sales Assignment Rules Based on Territories
Example of Creating Sales Assignment Rules That Combine Criteria
Example of Creating Assignment Rules for Service Organizations
About Assignment Criteria
Assignment Criteria Comparison Methods
Assignment Criteria Inclusion Methods
About Assignment Scoring
About the Required Field for Assignment Criteria
Removing Assignment Criteria from Assignment Rules
Process of Adding Criteria and Values to Assignment Rules
Adding Assignment Criteria to Assignment Rules
Adding Criteria Values to Assignment Criteria
About Assignment Skills, Expertise Codes, and Weighting Factors
Scenario for Using Assignment Skills
Associating Skills with Employees, Positions, and Organizations
Example of Using Assignment Skills in Assignment Rules
Process of Defining Criteria Values as Skills with Expertise Codes and Weighting Factors
How Siebel Assignment Manager Balances Workload Among Candidates
Process of Defining Assignment Workload
Creating Assignment Workload Distribution Rules
Applying Assignment Workload Distribution to Employees, Positions, and Organizations
About Assignment Policies
Process of Defining Assignment Policies for Dynamic Assignment
Deactivating Assignment Policies to Disable Dynamic Assignment
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Basic Configuration for Siebel Assignment Manager
About Performing Basic Configuration Tasks for Siebel Assignment Manager
About Siebel Assignment Manager Object Types
About Siebel Assignment Manager Object Type Hierarchy and Relationships
About Assignment Objects
Configuring Assignment Objects
Configuring Assignment Object Properties
Configuring Assignment Objects for Interactive Assignment
Enabling Assignment Objects for Skills
Example of Enabling an Assignment Object for Skills
Viewing Predefined Skills
Process of Creating Assignment Criteria for Use in Assignment Rules
Creating Assignment Attributes
Enabling Assignment Attributes for MLOV
Mapping Assignment Attribute Columns to an Assignment Object and a Workflow Policy Component Column
Creating Assignment Criteria
Creating Assignment Criteria Attributes for Assignment Criteria
Using a Single Criterion for Multiple Assignment Objects
Example of Using a Single Criterion for Two Assignment Objects
Creating a Workflow Policy Component Using the Account and Opportunity Assignment Objects
Mapping the Opportunity Workflow Policy Component to the Opportunity Lead Contact Assignment Criteria
Mapping the Account or Opportunity Workflow Policy Component to the Lead Quality Code Assignment Attribute
About Inactive Workflow Policy Components for Siebel Assignment Manager
About the Relationship Between Attributes and Skills
Disabling Assignment Attributes
Updating Your Siebel Assignment Manager Deployment with New Configurations
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Working with Dynamic Candidates
About Dynamic Candidates
About Dynamic Candidate Types
Examples of Dynamic Candidate Assignment
Example of Assigning Dynamic Candidates to the Same Assignment Object
Process of Defining Dynamic Candidates
Configuring Assignment Objects for Dynamic Candidates
Configuring Join Specifications for Dynamic Candidate Object Definitions
Mapping Columns From Source Tables to Team-Based Criteria
Copying Dynamic Candidate Attribute Columns to the Team Table
Adding Dynamic Candidate Teams to Assignment Rules
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Assignment Rule Administration for Delegated Assignment
About Delegated Assignment
Scenario for Delegated Assignment
Sample Delegated Assignment Process Flowchart
About Setting Up Assignment Rules for Delegation
About Assignment Rule Group Hierarchy
Rule Group Explorer
Parent and Root-Level Rule Groups
Assignment Owners and Designees
Assignment Rule Inheritance
Rule Group Visibility and Permissions
Automating the Menu Options: Regenerate Denormalized Rule Hierarchy and Rule Group Hierarchy
Setting Up Assignment Responsibility for Designees
Process of Making an Assignment Rule Inheritable
Creating Child Assignment Rule Groups
Adding Owners to the Inheritance Access List
Adding Criteria Templates to Assignment Rules
Process of Inheriting and Refining Delegated Assignment Rules
Inheriting Delegated Assignment Rules
Applying Criteria Templates to Inherited Assignment Rules
Examples for Using Delegated Assignment
Scenario for Working with Delegated Administrators
Delegated Assignment Example 1: Delegated Administration Tasks
Delegated Assignment Example 2: Second-Tier Delegated Administration Tasks
Delegated Assignment Example 3: Third-Tier Delegated Administration Tasks
Delegated Assignment Example 4: Third-Tier Delegated Administration Tasks for Partners
Summary for Examples of Delegated Assignment Administration
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Running Siebel Assignment Manager
Preparing to Run Siebel Assignment Manager
Checking the State of Siebel Assignment Manager and Server Request Broker Components
Modifying the Siebel Assignment Manager Component Parameters
Additional Information About Assignment Manager and Batch Assignment Component Parameters
Setting the Log Level of Siebel Assignment Manager Events
About Server Administration Requirements After Configuration
About Server Administration Requirements for Assignment Modes
Running Siebel Assignment Manager in Denormalization Mode
Running Interactive Assignment
Running Interactive Assignment from the GUI
Example of Running Interactive Assignment for Service Requests from the GUI
About Running Interactive Assignment in Rule Group Mode
Creating a Custom Siebel Assignment Manager Server Component for Interactive Assignment
Running Dynamic Assignment
Process of Running Dynamic Assignment
About Tuning Dynamic Assignment for Performance
Activating Contact Denormalization for Dynamic Assignment
About Running Batch Assignment
Running Batch Assignment
Running Batch Assignment Using the Server Manager Command-Line Interface
About Running Multiple Instances of Siebel Assignment Manager in Batch Mode
About Tuning Batch Assignment for Performance
Running Mobile Assignment
About Siebel Assignment Manager Rule Cache Files
About Using External Components to Invoke Siebel Assignment Manager
About Tuning Siebel Assignment Manager for Performance in an IBM DB2 Deployment
About Using an Object WHERE Clause to Restrict the Number of Records Processed
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Advanced Siebel Assignment Manager Configuration
Requirements for Completing Advanced Configuration for Siebel Assignment Manager
Creating Assignment Objects
Creating New Skills
Example of Using Skill Tables
Assigning Objects Based on the Primary Address
Assigning Child Accounts Based on Parent's Primary Address
Reassigning Accounts to a Different Primary Position
Maintaining the Manually Assigned Primary Position
Routing Assignments to Mobile Users
Stopping Assignment of the Default Organization
Stopping Assignment of Organizations for Accounts
Setting the Lock Assignment Default Value for Activity Assignment Objects
Configuring Assignment Objects to Copy Additional Columns to the Team Table
Example of Copying Additional Columns to the Team Table
Process of Configuring Assignment Objects for Team Scoring
Extending an Object's Base Table for Team Scoring
Configuring Assignment Objects for Team Scoring
Example of Configuring the Opportunity Assignment Object for Team Scoring
About Configuring Siebel Assignment Manager to Copy Columns
Process of Configuring Siebel Assignment Manager to Copy Columns
Configuring Assignment Objects to Copy Columns
Copying Columns Using the GUI
Copying Columns Using the Server Manager Command-Line Interface
Configuring Siebel Assignment Manager to Use Reporting Tables and Columns
Configuring Assignment Objects for Multitiered Assignment
Scenarios for Using Multitiered Assignment with Sales Assignment Rules
Configuring Siebel Assignment Manager to Add Scores Across Rules
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Availability-Based Assignment
About Availability-Based Assignment
About Assigning Employees to Assignment Rules Based on Availability
How Siebel Assignment Manager Creates Activities for Employees During Availability-Based Assignment
Process of Configuring Assignment Objects for Availability-Based Assignment
Extending an Assignment Object's Base Table for Availability-Based Assignment
Configuring Assignment Object Properties for Availability-Based Assignment
Configuring Assignment Object User Properties for Availability-Based Assignment
Example of Configuring the Service Request Assignment Object for Availability-Based Assignment
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Siebel Assignment Manager Load Splitter Configuration
How Load Splitter Configuration Works
Scenarios for Load Splitter Configuration
Setting Up Load Splitter Configuration
Examples for Administering the Load Splitter
Load Splitter Operating Modes
Distribute Data Method
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Troubleshooting: Siebel Assignment Manager Error Messages
Viewing Siebel Assignment Manager Error Messages
Siebel Assignment Manager Error Messages
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