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Configuring Assignment Criteria

An assignment criteria object definition defines an object, called an assignment criteria, that can be used in assignment criteria records. Assignment criteria appear in the picklist in the Criteria list column when editing an assignment criteria record in Siebel applications.

The Criteria list column in an assignment criteria record specifies the assignment criteria that is tested for a match against one or more attributes of the assignment object or candidate. For example, in an assignment criteria that determines whether the state is California, the assignment item would be State, Home State, or Account State, and the value California (CA) would be specified in a child value record.

When you click the drop-down arrow button in the Criteria list column, a picklist appears for selection of an assignment criteria. The picklist lists the available assignment criteria (assignment criteria object definitions in the repository). When you select an assignment criteria, its name is stored in the Criteria Name field in the current Assignment Rule business component record.

NOTE:  The business component that holds assignment criteria is called Assignment Rule. The business component that holds assignment rules is called Assignment Group.

An assignment criteria includes one or more assignment criteria attributes, stored as child assignment criteria attribute object definitions. For information on assignment criteria attributes, see Configuring Assignment Criteria Attributes.

After you create and recompile an assignment criteria object definition, it becomes available for selection from the Criteria list column picklist in assignment criteria records.

To create assignment criteria

1. Start Siebel Tools.
2. Lock the assignment object's project.
   1. In the Object Explorer, click the Types tab, and then select Project.
   2. In the Projects window, select the appropriate project.
   3. Check the Locked field.
3. In the Object Explorer, select the Assignment Criteria object, then choose Edit > New Record.
4. Configure the assignment criteria by setting values in the appropriate fields.
   1. In the Name field, type the name of the new assignment criteria.
   2. In the Project field, select the Assignment project.
   3. In the Display Name field, type the name that appears for the assignment criteria.
   4. Optionally, if you want the assignment criteria stored in the skill table, check the Employee Skill field.

      For information about skill tables, see Creating Criteria Values as Skills with Expertise Codes and Weighting Factors.

   5. Optionally, if you want expertise codes stored for the skill, check the Use Expertise field.

      If you check this field, Assignment Manager uses expertise codes to match objects to candidates.

   6. Optionally, if you do not want the assignment criteria to appear in the Criteria picklist, uncheck the Display Flag field.
   7. If this is a team-based criterion, check the Team flag. In this case, you define only one criteria attribute record and you do not define any attribute columns for the assignment attribute.

      For more information about team-based criteria, see About Assignment Rules.

      For descriptions of these properties, see Table 17.

5. Update the siebel.srf file and run various server administration tasks.

   For instructions on updating your deployment with the new configurations, see Server Administration After Configuring Assignment Manager.

The assignment criteria object definition has two properties to specify the name (internally and as displayed) and two properties that are used to configure skill tables (Employee Skill and Use Expertise). Most of the behavior of an assignment criteria is configured in the assignment criteria attribute children. Table 17 shows some of the properties of the assignment criteria object type.