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Process of Configuring Assignment Objects for Availability-Based Assignment


When you configure assignment objects for availability-based assignment, Siebel Assignment Manager can review an employee's calendar as a criterion for assignment. If the employee's calendar has no activities booked at the time required by the object, and has a sufficient time period available for the object's duration, the employee qualifies for assignment.

Requirements

Before configuring the assignment object, make sure the following information is satisfied:

  • The Field Service component group is enabled.

    For more information about the Field Service component group, see Siebel System Administration Guide.

  • A mapping of the server to the Field Service components and region exists.

    For more information about Field Service components and regions, see Siebel Field Service Guide.

  • Employees are associated with service regions.

    For more information about Field Service regions, see Siebel Field Service Guide.

  • The object that you are configuring for assignment availability has the necessary columns in its database table.

    For more information about configuring for availability, see Extending an Assignment Object's Base Table for Availability-Based Assignment.

By default, the Activity assignment object has the required columns in its database table for Start Time and Duration; however, one column must be extended if the Early Start Time property is desired. All other assignment objects must have their base tables extended if you want them enabled for availability-based assignment.

To configure assignment objects for availability-based assignment, you need to perform the following tasks:

  1. Extending an Assignment Object's Base Table for Availability-Based Assignment
  2. Configuring Assignment Object Properties for Availability-Based Assignment
  3. Configuring Assignment Object User Properties for Availability-Based Assignment

NOTE:  It is recommended that you review the topics on extension tables and columns in Configuring Siebel Business Applications before completing this process.

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