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About Assignment Scoring

Siebel Assignment Manager determines which candidates are assigned to objects by applying scores to potential candidates. Assignment Manager then ranks the candidates based on their scores and selects assignees based on the assignee filter.

Assignment Manager calculates the total score for each candidate from each assignment rule from the:

• Assignment rule score
• Assignment criteria score
• Assignment criteria values score (according to the appropriate inclusion method)
• Workload criteria score
• Employee, position, or organization score (depending on the candidate)

Before implementing Assignment Manager, you should carefully consider the value for each score. Use scores to assign weights to your criteria. If there are multiple criteria, assign a higher score to the more important attributes. This is especially useful for finding the best match when not all criteria are required.

You can also configure Assignment Manager to save the scores of candidates who are assigned to an object. Saved candidate scores can be accessed by other Siebel application modules and used to produce items such as analysis reports for employee utilization. The scores can also be exposed to users for review and sorting. The scores of each candidate are stored in the appropriate team table by specifying the Employee Team Score Column, Position Team Score Column, and Organization Team Score Column. Team member scores are written independently for each type of candidate (employees, positions, and organizations).

For more information about specifying the team score columns, see Object Types Reference. For information about exposing scores for user review and sorting, see Configuring Assignment Objects for Team Scoring.

Addition of Scores for the Same Candidate Across Rules

The same candidate (employee, position, or organization) can qualify from different assignment rules with different scores. By default, Assignment Manager treats passing candidates from different rules as if they were different candidates. However, it is possible to merge (add) the scores for the same candidate across assignment rules and take the total score in the calculation of the primaries. This is accomplished using the AddScores task-level server parameter for the AsgnSrvr and AsgnBatch commands (interactive and batch assignment, respectively) and a workflow policy program argument for dynamic assignment. If the AddScores parameter is passed as TRUE, Assignment Manager adds the scores for each candidate across rules and uses that to determine the primary candidate.

NOTE:  The AddScores parameter is applicable to static and dynamic candidates, but only if no rules are marked as exclusive. That is because you explicitly define the rule from which you want the primaries to come for exclusive rules.