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Creating Criteria Values as Skills with Expertise Codes and Weighting Factors

Creating criteria values as skills with expertise codes is a preconfigured feature of assignment criteria values and works with assignment rules for service objects (or any object configured to use skills). Creating skills is similar to creating criteria values. This section explains how to create skills with expertise codes and how to use weighting factors for the skills that you create by describing the following tasks:

• Creating Expertise Codes
• Defining Weighting Factors

These tasks are one step in Process of Defining Assignment Rules.

For more information on creating assignment criteria values, see Creating Assignment Criteria Values.

Figure 19 shows an example of creating a required Product Line Wildcard assignment criterion that is compared to candidates. This criterion requires a minimum score of 10 and the modem product skill with an expertise level of intermediate or better.

Figure 19.  Example of Creating a Skill with an Expertise Code

In this example, only candidates with an intermediate or expert expertise qualify for this skill and receive 20 points.

Creating Expertise Codes

When defining a criteria value as a skill, select the desired expertise code from the Expertise Code field. For more information on skills, see Assignment Operation Modes.

To create expertise codes, use the procedure in this section. For more information on expertise codes, see Expertise Codes.

CAUTION:  You should perform the procedures in this section only if the default expertise codes (novice, intermediate, and expert) do not meet the requirements of your organization.

To create expertise codes

1. From the application-level menu, choose Navigate > Site Map > Administration - Data> List of Values.
2. In the List of Values list, click New.
3. In the new record, click in the fields to enter the relevant information for the expertise code.
   1. In the Type field, click the select button, query for EXPERTISE_CD in the Pick Value Type dialog box, and then click OK.
   2. In the Display Value field, type the name of the expertise code as you want it to appear.
   3. In the Language-Independent Code field, type in the exact value that you entered in Step b.
   4. In the Language Name field, click the select button to select the appropriate language in the Pick Language Name dialog box, and then click OK.
   5. In the Translate field, click to place a check mark (if not already checked).
   6. In the Order field, type a numerical value for the rank of the expertise code.

      The numerical value you type in this field determines the rank of the expertise code. Use a higher value to apply a greater rank to the expertise code, and a lower value to apply a lesser rank.

      The new expertise value appears in the List of Values list and also becomes a valid expertise code selection in the criteria value drop-down menu when defining skills.

For information on multilingual list of values (MLOV), see Configuring Siebel eBusiness Applications.

Figure 20 shows an example of creating a Manager expertise code that is ranked higher than the default expertise codes.

Figure 20.  Example of Creating Expertise Codes

Defining Weighting Factors

If you use weighting factors to weigh the expertise codes, candidates with different expertise receive different scores. For example, if you use the weighting factors described in Table 8 and the expertise code defined in Figure 19:

• Candidates who possess an intermediate expertise in the modem product skill receive 20 points and qualify for this criterion.
• Candidates who possess an expert expertise receive 10 points and qualify for this criterion.
• Candidates who possess a novice expertise fail this criteria (because an expertise level of intermediate or better is required), and fail the assignment rule (because the criterion is required).
• Candidates who possess an intermediate expertise are therefore favored, because they receive a higher score.

This topic explains how to define weighting factors to weigh skill scores.

To define weighting factors

1. From the application-level menu, choose Navigate > Site Map > Administration - Data > List of Values.
2. Display the list of values of type EXPERTISE_CD.
   1. In the List of Values list, click Query.
   2. In the Type field, click the select button.
   3. In the Pick Value Type dialog box, query for EXPERTISE_CD, click Go, and then click OK.
   4. In the List of Values list, click Go to complete the query.
3. For each of the resulting display values (default values are Novice, Intermediate, and Expert), click in the Weighting Factor field and type in a numerical value.

   The numerical value you type in this field, relative to the maximum weighting value defined, represents the percentage applied to the skill score.

   NOTE:  If the Weighting Factor field is not visible when the List of Values appear, use the Columns Displayed feature to make it visible (right-click, select Columns Displayed, use the arrows to move Weighting Factor from Available Columns to Selected Columns, and then click Save).

Figure 21 shows an example of defining the weighting factors for the default expertise codes using the values listed in Table 8.

Figure 21.  Example of Defining Weighting Factors

For more information on weighting factors, see Weighting Factors. For information on assigning skills to employees, positions, and organizations, see Assigning Skills to Employees, Positions, and Organizations.