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Siebel Assignment Manager Administration Guide > Assignment Rule Administration > Process of Defining Assignment Workload >
Applying Assignment Workload Distribution to Employees, Positions, and Organizations
You balance workload among candidates by adding workload distribution rules for employees and positions, and organization workload distribution rules for organizations. For example, if your business logic includes limits on the maximum amount of work that can be handled at one time, you would apply assignment workload to your assignment rules. The following tasks are one step in Process of Defining Assignment Workload and Process of Defining Assignment Rules. Applying Workload Distribution to Employees and Positions
Use the following procedure when defining workload distribution for employees or positions. To apply workload distribution to employees and positions
- 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 define the workload criteria, and then click the Workload Distribution view tab.
- In the Workload Distribution list, click New.
- In the new record, click in the available fields and enter the relevant information.
Table 29 shows the available predefined fields.
Table 29. Workload Distribution Fields for Employees and Positions
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Workload Distribution Rule |
Name of the workload rule to apply to the assignment rule. |
Total Open Service Requests |
Assignment Object |
Type of assignment object related to this workload rule. |
Service Request |
Score |
Score to apply for this workload rule. For more information about workload scores, see Process of Defining Assignment Workload. |
50 |
Required |
Determines whether the workload rule is required for the assignment rule. The choices are Always and Never. |
Always |
Maximum Workload |
The maximum workload allowed for this workload rule. For more information about how this value affects the workload score, see Process of Defining Assignment Workload. |
2 |
Figure 15 shows an example of defining a workload distribution rule for employees and positions using values specified in Table 29.
Figure 15. Example of Defining Workload Distribution for Employees and Positions
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Applying Workload Distribution to Organizations
Use the following procedure when defining workload distribution for organizations. To apply workload distribution to organizations
- 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 define workload criteria, and then click the Organization Workload Distribution view tab.
- In the Organization Workload Distribution list, click New.
- In the new record, click in the available fields and enter the relevant information.
Table 30 shows the available predefined fields.
Table 30. Workload Distribution Fields for Organizations
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Assignment Object |
Type of assignment object related to this workload rule. |
Opportunity |
Maximum Workload |
The maximum workload allowed for this workload rule. For more information about how this value affects the workload score, see Process of Defining Assignment Workload. |
3 |
Required |
Determines whether the workload rule is required for the assignment rule. The choices are Always and Never. |
Always |
Score |
Score to apply for this workload rule. For more information about workload scores, see Process of Defining Assignment Workload. |
10 |
Workload Distribution Rule |
Name of the workload rule to apply to the assignment rule. |
Excellent Leads |
Figure 16 shows an example of adding a workload criteria for organizations using values specified in Table 30.
Figure 16. Example of Defining Workload Distribution for Organizations
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