Activation

Start date of the assignment rule.

NOTE:  If your application is enabled for the Universal Time Coordinated (UTC) standard, see Global Deployment Guide for proper database settings.

Assignee Filter

Filters used by Assignment Manager to determine which potential assignees are assigned. Choices for assignee filters are:

• All, Above Minimum
• All, Must Assign
• One, Best Fit
• One, Random

Defaults to All, Above Minimum when creating new assignment rules.

For more information about how filters are used by Assignment Manager to determine which potential assignees are assigned to an object from each assignment rule, see Assignee Filter Field.

Candidate Passing Score

Minimum score required for candidates to qualify for this assignment rule. Defaults to 0 (zero) when creating new assignment rules.

Check Employee Calendar

If selected, activates Assignment Manager to check employees' calendars when determining assignment eligibility. Used only for employee-based objects.

For more information about this feature, see Check Employee Calendar Field.

Exclusive

If selected, candidates for this assignment rule supersede candidates that qualify for any other nonexclusive assignment rules.

For more information on the exclusive feature, see Exclusive Field.

Expiration

End date of the assignment rule.

Note: If your application is enabled for the Universal Time Coordinated (UTC) standard, see Global Deployment Guide for proper database settings.

Name

Name of the assignment rule.

Objects to be Assigned

One or more assignment objects applied to this rule.

Person Candidates Source

Determines whether the person candidates for this rule are specified on the rule (statically) or come dynamically from the object row. The choices are From Rule, All People, and the list of other dynamic person candidate team records you defined in the Dynamic Candidate object using Siebel Tools.

For more information about this field, see Candidates Source Field. For more information about dynamic candidates, see About Assignment Rules.

Organization Candidates Source

Determines whether the organization candidates for this rule are specified on the rule (statically) or come dynamically from the object row. The choices are From Rule, All Organizations, and the list of other dynamic candidate team records you defined in the Dynamic Candidate object using Siebel Tools.

For more information about this field, see Candidates Source Field. For more information about dynamic candidates, see About Assignment Rules.

Primary Employee

Primary employee for this assignment rule. Typically used for service-related assignments. Applicable only if this employee is included for the assignment rule. If the assignee filter type is One, Best Fit, then do not select a primary employee, because the highest-scoring employee is still selected and the primary employee is ignored.

Primary Organization

Primary organization for this assignment rule. Applicable only if this organization is included for the assignment rule. If the assignee filter type is One, Best Fit, then do not select a primary organization, because the highest-scoring organization is still selected and the primary organization is ignored.

Primary Position

Primary position for this assignment rule. Typically used for sales-related assignments. Applicable only if this position is included for the assignment rule. If the Assignee Filter type is One, Best Fit, then do not select a primary position, because the highest-scoring position is still selected and the primary position is ignored.

Rule Group

Assignment rule groups applied to this rule. Each rule must be associated to an assignment rule group.

For more information, see About Assignment Rule Groups.

Score

Score given to candidates who qualify for this assignment rule

Sequence

Sequence number for this rule. By default, assignment rules do not have a sequence number—one must be assigned by the administrator. For more information, see About Assignment Rule Sequencing.