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Siebel Assignment Manager Administration Guide > Assignment Rule Administration > Process of Adding Criteria and Values to Assignment Rules >
Adding Assignment Criteria to Assignment Rules
This topic explains how to add assignment criteria to assignment rules. This task is a step in Process of Defining Criteria Values as Skills with Expertise Codes and Weighting Factors as well as a step in Process of Defining Assignment Rules. Criteria are sets of conditions describing the attributes of objects or candidates, or both, that are evaluated to determine optimal assignment. Criteria are the fundamental building blocks for assignment rules. An assignment rule can contain none, one, or many criteria. Assignment rules use criteria to determine which candidates qualify as potential assignees. Criteria also determine which assignment rule should be evaluated in assigning an object. NOTE: Assignment rules can be created with no criteria. A rule of this nature functions to make sure that data items of a particular type are assigned, that is, that all objects of the defined type pass. Use such rules carefully, because a rule defined with no criteria can make unnecessary assignments.
To add an assignment criterion to an assignment rule
- Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.
- In the Assignment Rules list, drill down on the assignment rule for which you want to create an assignment criterion, and then click the Criteria view tab (if not already active).
- In the Criteria list, click New.
- In the new criterion record, click in the available fields to enter the relevant information.
NOTE: If you want to query for an assignment criterion, you must use the name of the assignment criterion, not the display name for the assignment criterion object you configured using Siebel Tools. For example, if the name of the Account assignment criteria is ACCOUNT_ID, then you must use this name for your query, although the display name is Account. Similarly, do not use display names when querying seed assignment criteria.
Table 24 shows the predefined fields for assignment criteria.
Table 24. Assignment Criteria Predefined Fields
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Rule Criterion |
The criteria evaluated for the assignment rule. |
Product Defect Priority |
Comparison Method |
Methods used by Assignment Manager to determine how objects and candidates are matched. Choices are:
- Compare to Object
- Compare to Person
- Compare Object to Person
- Compare to Organization
- Compare Object to Organization
For explanations of each method, see Assignment Criteria Comparison Methods. NOTE: For assignment criteria that use the Compare to Object, Compare to Person, or Compare to Organization comparison method, each criteria includes one or more values.
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Compare to Object |
Inclusion |
Methods used by Assignment Manager to determine how criteria values and candidates are matched. Choices are: Include, Include All Matching, Include All, and Exclude. For more information about each inclusion method, see Assignment Criteria Inclusion Methods. NOTE: Depending on the Inclusion method, candidates that meet the criteria value have the criteria value score added to their total score. Criteria values can be defined as constants or can use wildcard characters to include a wider selection of potential matches between assignment rule and object.
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Include |
Required |
Determines whether the criteria is required. Choices are:
- Always
- Never
- When Available
For detailed information about the required field, see Adding Assignment Criteria to Assignment Rules. |
Always |
Score |
Score for this criteria. Candidates that satisfy this criteria have this score added to their total score. For more information about how you can use the criteria score, see Assignment Criteria Comparison Methods. |
Not applicable |
Minimum Score |
Minimum score required to qualify for this criterion. This field can be left blank. If the total score from all matching criterion values (calculated based on the inclusion method for the rule) is greater than or equal to the minimum score specified for the criterion, then the criterion passes. |
Not applicable |
Inherited |
If selected, indicates the criterion was inherited from a parent rule. This is a read-only field. NOTE: If the Inherited flag for a criterion is TRUE in the Administration - Assignment view, the Read Only flag is TRUE in the Administration - Delegated Assignment views.
TIP: If the Inherited field is not visible, use the Columns Displayed feature to make it visible (right-click, select Inherited, use the arrows to move Inherited from Available Columns to Selected Columns, and then click Save).
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Not applicable |
Template |
If selected, Assignment Manager excludes the criterion when processing rules. Assignment Manager does not process criteria templates until an inheritor of an assignment rule chooses to apply a template to the inherited rule. For more information about applying criteria templates, see Adding Criteria Templates to Assignment Rules. NOTE: When a rule with a criterion using a template is inherited, the criterion is not automatically inherited with the other criteria. You must explicitly apply the criterion to the inherited rule. After the criterion is applied to the inherited rule, you can modify the criterion as you would any other criteria.
TIP: If the Template field is not visible, use the Columns Displayed feature to make it visible (right-click, select Columns Displayed, use the arrows to move Template from Available Columns to Selected Columns, and then click Save).
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Not applicable |
DA Read Only |
If selected, makes a criterion read-only for delegated administrators. By checking this field, the assignment administrator (AA) makes sure the criterion is read-only to all users who view the rule from the delegated assignment views, including the owner of that child rule group. For example, if the AA creates Rule A in a rule group and that rule is inherited as Rule B in a child rule group, the AA can add a criterion to Rule B and make it read-only. The owner of the child rule group cannot change this setting. Without this flag, the owner of the child rule group could delete that criterion because it was not inherited from the parent rule. NOTE: If the DA Read Only field for a criterion is TRUE in the Administration - Assignment view, the Read Only flag is TRUE in the Administration - Delegated Assignment view.
TIP: If the DA Read Only field is not visible, use the Columns Displayed feature to make it visible (right-click, select Columns Displayed, use the arrows to move DA Read Only from Available Columns to Selected Columns, and then click Save).
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Not applicable |
Figure 8 shows an example of an assignment criterion using the values from Table 24. This example shows an always-required Product Defect Priority rule criterion for an assignment rule that is compared to service objects using the Include inclusion method.
Figure 8. Example of an Assignment Criterion
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