Bookshelf v7.7: Assignment Manager Configuration Overview

Table 11 lists the assignment configuration tasks you perform using Siebel Tools.

Table 11. Assignment Manager Configuration Tasks
If You Need To...	For More Information, See...
Create new assignment objects	Creating Assignment Objects
Modify the predefined assignment objects	Configuring Assignment Objects
Configure assignment objects for dynamic assignment	Configuring Assignment Objects for Dynamic Candidates Configuring Assignment Objects for Dynamic Candidate Attributes
Configure assignment object user properties	Configuring Assignment Object User Properties
Configure Assignment Manager for interactive assignment	Configuring Assignment Objects for Interactive Assignment Configuring Interactive Assignment for an Assignment Object Using Server Key Mappings
Configure Assignment Manager for availability-based assignment	Configuring Assignment Objects for Availability-Based Assignment About Creation of Activities for Employees During Availability-Based Assignment
Configure Assignment Manager for multitiered assignment	Configuring Assignment Objects for Multitiered Assignment
Configure assignment objects for team scoring	Configuring Assignment Objects for Team Scoring
Define additional assignment criteria types and attributes	Assignment Criteria Configuration Configuring Assignment Attributes Configuring Assignment Attribute Columns Configuring Assignment Criteria Configuring Assignment Criteria Attributes
Remove existing assignment criteria and attributes	To remove seed assignment criteria
Disable existing assignment attributes	Disabling an Assignment Attribute
Create new skills	Creating New Skills
Work with the skill tables	Example of Using Skill Tables
Create new workflow policy components	Creating Workflow Policy Components Example of Creating a Workflow Policy Component

NOTE: If you add or change assignment objects, assignment attributes, or assignment criteria, you must migrate the repository to the server production database. For information on migrating the repository, see Migrating Assignment Rules and Going Live with Siebel eBusiness Applications.

CAUTION: The criteria values, skills, and workload conditions components are specialized. Do not configure these components.

Before you can successfully configure Assignment Manager, you need to possess a solid understanding of how to use Siebel Tools. For more information, see Using Siebel Tools. You should also familiarize yourself with the basics of the underlying Siebel application architecture. For more information, see Deployment Planning Guide. Assignment Manager object types are also related to Workflow Manager object types. For more information, see Siebel Business Process Designer Administration Guide.