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Siebel Assignment Manager Administration Guide > Assignment Rule Administration > About Assignment Rule Administration > About Some of the Assignment Rule FieldsThis topic is part of About Assignment Rule Administration. The subtopics in this topic provide detailed descriptions of the following assignment rule fields: Assignee Filter FieldThe value in the Assignee Filter field of an assignment rule determines how candidates are evaluated as potential assignees to the object. Table 11 shows the filters used by Assignment Manager to determine which potential assignees are assigned to the object for each assignment rule. NOTE: If you do not use scores, the candidate passing score on the assignment rule and all qualifying candidate scores are treated as zero. Therefore, every qualifying candidate (every candidate that passes all required criteria) is assigned depending on the assignee filter. Candidates Source FieldsFor each assignment rule, the administrator determines whether Assignment Manager takes candidates directly from the assignment rule (statically) or dynamically from the object row by indicating the candidate source. There are two candidate source fields: person candidates and organization candidates. Person Candidates Source Field
Organization Candidates Source Field
For dynamic candidate teams, the value (employee, position, or organization) of the Team Type property of the Dynamic Candidate object in Siebel Tools determines what appears in the candidates source LOV fields in the assignment rule, as shown in Figure 3. Check Employee Calendar FieldFor each assignment rule, the administrator can designate whether Assignment Manager checks the employees' calendars when determining assignment eligibility. By checking the Check Employee Calendar field in the Assignment Rules List view, Assignment Manager checks for employee availability. The Check Employee Calendar feature is used only for employee-based assignment objects, and requires the installation of the Siebel Field Service application as the feature depends on a Siebel Field Service component, the Appointment Booking System. You must first configure the Activity and Service Request assignment objects using Siebel Tools before this feature is available. For more information about the Check Employee Calendar feature, see About Availability-Based Assignment. Exclusive FieldFor each assignment rule, the administrator can designate whether that rule is exclusive. If a rule is exclusive and has assignees, then all assignees from other rules are discarded. If there are no exclusive rules, then the primary rule is the rule with the highest-scoring assignee and the primary assignee is the highest-scoring assignee. In this case, no assignees from the other rules are discarded; however, if the assignment object does not allow for more than one assignee, then only the primary assignee is assigned. If there are multiple exclusive rules, the exclusive rule with the highest-scoring assignee is chosen as the only exclusive rule. However, if multiple exclusive rules with equal scores qualify, the default employee, default position, or default organization is assigned because Assignment Manager is unable to determine the winning rule. For more information about assigning a default employee, default position, or default organization, see Step 7 in Assignment Methodology. You make an assignment rule exclusive by checking the Exclusive flag for the assignment rule. |
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