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Siebel Assignment Manager Administration Guide
What's New in This Release
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Assignment Manager Concepts
Assignment Manager Concepts Overview
Assignment Manager Components Overview
Assignment Manager Administration Views
About Assignment Objects
About Assignment Object Properties
About Assignment Candidates
About Assignment Rules
About Assignment Rule Groups
About Different Modes of Running Assignment Manager
About Server Key Maps
About Assignment Manager Rule Cache Files
About Assignment Rule Sequencing
About Assignment Criteria and Criteria Methods
About Column-Based Attributes Versus Row-Based Skills
About the Required Attribute for Assignment Criteria
About Assignment Criteria Values
About Assignment Skills
About Assignment Scoring
About Assignment Workload Criteria
About Activity-Based Assignment
About Availability-Based Assignment
About Multitiered Assignment
Assignment Operation Modes
About Interactive Assignment
About Dynamic Assignment
About Batch Assignment
About Mobile Assignment
About Contact Denormalization
About Product Denormalization
Dynamic Candidates
About Single- Versus Multiple-Owner Dynamic Candidate Types
About Team-Based Assignment Criteria
Delegated Assignment
About Hierarchical Rule Groups
About the Rule Group Explorer
About Assignment Rule Inheritance and Templated Criteria
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Assignment Methodology, Strategies, and Scenarios
Assignment Methodology
Assignment Strategy Considerations
Assignment Strategy for Sales Organizations
Example of Creating Sales Assignment Rules Based on Territories
Example of Creating Sales Assignment Rules That Combine Criteria
Scenarios for Using Multitiered Assignment with Sales Assignment Rules
Assignment Strategy for Service Organizations
Example of Creating Field Service Assignment Rules Using Availability
Scenario for Assigning Candidates Dynamically
Examples for Using Delegated Assignment
Scenario for Working with Delegated Administrators
Delegated Assignment Example 1: Assignment Administrator Tasks
Delegated Assignment Example 2: 2nd-Tier Delegated Administrator Tasks
Delegated Assignment Example 3: 3rd-Tier Delegated Administrator Tasks
Delegated Assignment Example 4: 3rd-Tier Delegated Administrator Tasks
for Partners
Summary for Working with Delegated Administrators
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Assignment Object Configuration
Assignment Manager Configuration Overview
Assignment Object Configuration Concepts
Assignment Manager Object Types
Assignment Manager Object Hierarchy and Relationship
Assignment Object Configuration Overview
Creating Assignment Objects
Configuring Assignment Objects
Configuring Assignment Objects for Dynamic Candidates
Configuring Assignment Objects for Dynamic Candidate Attributes
Configuring Assignment Object User Properties
Configuring Assignment Objects for Interactive Assignment
Configuring Interactive Assignment for an Assignment Object Using Server
Key Mappings
Configuring Assignment Objects for Availability-Based Assignment
About Creation of Activities for Employees During Availability-Based Assignment
Configuring Assignment Objects for Multitiered Assignment
Configuring Assignment Objects for Team Scoring
Assignment Criteria Configuration
Configuring Assignment Attributes
Configuring Assignment Attribute Columns
Configuring Assignment Criteria
Configuring Assignment Criteria Attributes
Disabling an Assignment Attribute
Creating New Skills
Example of Using Skill Tables
Creating Workflow Policy Components
Example of Creating a Workflow Policy Component
Workflow Policy Components Inactivated by Default
Server Administration After Configuring Assignment Manager
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Assignment Rule Administration
Migrating Assignment Rules
Process of Defining Assignment Rules
Creating Assignment Rule Groups
Creating Assignment Rules
Defining Server Key Maps
Defining Assignment Rule Sequences
Creating Assignment Criteria
Creating Assignment Criteria Values
Creating Criteria Values as Skills with Expertise Codes and Weighting Factors
Defining Assignment Workload
Adding Employees, Positions, and Organizations to Assignment Rules
Assigning Skills to Employees, Positions, and Organizations
Releasing Assignment Rules
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Assignment Rule Administration for Delegated Assignment
Delegated Assignment Rule Administration Overview
Process of Making an Assignment Rule Inheritable
Creating Child Assignment Rule Groups
Adding Owners to the Inheritance Access List
Adding Criteria Templates to Assignment Rules
Process of Inheriting and Refining Delegated Assignment Rules
Inheriting Delegated Assignment Rules
Applying Templated Criteria to Inherited Assignment Rules
Process of Delegating Assignment Rules to Others
Adding Designees to Assignment Rule Groups
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Running Assignment Manager
Considerations Before Running Assignment Manager
About Excluding Candidates from Assignment
About Excluding Expired (Terminated) Person Candidates from Assignment
Preparing to Run Assignment Manager
Checking the State of the Assignment Manager and Server Request
Broker Components
Configuring the Assignment Manager Component
Configuring Assignment Manager Event Logs
Server Administration Requirements for Assignment Modes
Server Administration Requirements After Configuration
Running Assignment Manager in Interactive Mode
Running Interactive Assignment for a Service Request—An Example
Assignment Manager Integration
Running Interactive Assignment Using the Command-Line SRVRMGR Utility
Running Assignment Manager in Dynamic Mode
Generating Triggers for Dynamic Assignment
Generating Triggers Using the Command-Line SRVRMGR Utility
Running Workflow Monitor Agents
Activating Assignment Policies
Assignment Manager Performance in Dynamic Mode
Running Assignment Manager in Mobile Mode
Running Assignment Manager in Batch Mode
Running Batch Assignment Using the Command-Line SRVRMGR Utility
Assignment Manager Performance in Batch Mode
Running Multiple Instances of Assignment Manager in Batch Mode
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Advanced Assignment Manager Configuration
Considerations for Advanced Assignment Manager Configuration
Creating Assignment Rules to Assign Two Objects
Assigning Objects Based on the Primary Address
Assigning Child Accounts Based on Parent's Primary Address
Reassigning Accounts to a Different Primary Position
Routing of Assignments to Mobile Users
Maintaining the Manually Assigned Primary Position
Stopping Assignment of the Default Organization
Stopping Assignment of Organizations for Accounts
Setting the Lock Assignment Default Value for Activity Assignment Objects
Configuring Assignment Objects to Copy Additional Columns to the Team Table
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Version Compatibility
Assignment Manager System Preferences Compatibility
Assignment Manager Tables Version Compatibility
Assignment Manager Command Line Options Version Compatibility
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Assignment Manager Error Messages
Understanding Assignment Manager Error Messages
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