Siebel Assignment Manager Administration Guide > Assignment Rule Administration >

Process of Defining Assignment Rules

To define assignment rules, you need to perform the following tasks in the Siebel client:

1. Creating Assignment Rule Groups
2. Creating Assignment Rules
3. Defining Server Key Maps
4. Defining Assignment Rule Sequences
5. Creating Assignment Criteria
6. Creating Assignment Criteria Values (optional when using the Compare Object to Person comparison method)
7. Creating Criteria Values as Skills with Expertise Codes and Weighting Factors (optional; use only when configuring an object to use skills)
8. Defining Assignment Workload
9. Adding Employees, Positions, and Organizations to Assignment Rules
10. Assigning Skills to Employees, Positions, and Organizations (optional; only when configuring an object to use skills)

After you define your assignment rules, you must release them to instruct Assignment Manager to use these rules. For more information about releasing rules, see Releasing Assignment Rules.

These topics are organized to present information in a sequence roughly corresponding to the order in which you are likely to be concerned with the subjects described when defining new assignment rules. For additional tasks required for delegated assignment administration, see Assignment Rule Administration for Delegated Assignment.

NOTE:  The procedures in this chapter are written for the Administration - Assignment screen and views unless noted otherwise.

Several other server processes, not fully documented in this guide, play an integral role in Assignment Manager functionality. The Siebel system administration documentation, especially Siebel Business Process Designer Administration Guide, and Siebel System Administration Guide should be used as additional references when using Assignment Manager with these processes. For application development, see Using Siebel Tools and Configuring Siebel eBusiness Applications.