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Configuring Assignment Objects for Team Scoring

Configuring Team Scoring allows Assignment Manager to save candidates' scores to the team table for those candidates who are assigned to an assignment object. These scores can be then used by other Siebel applications or exposed through the user interface. See Assignment Scoring for more information.

Before configuring the assignment object, make sure the object has the necessary columns in its database table. To extend an object's database table for team scoring use the following procedure. As an example, the Opportunity object is considered.

CAUTION:  You must review the sections on extension tables and columns in Siebel Tools Reference before completing this procedure.

To extend the Opportunity object's base table for team scoring

  1. Start Siebel Tools.
  2. Lock the assignment object's project.
    1. In the Object Explorer, click the Types tab, and select Project.
    2. In the Projects window, select the appropriate project.
    3. Check the Locked field.
  3. In the Object Explorer, expand the Table object and select Column.
  4. In the Tables list, query for the S_OPTY table.
  5. In the Columns window, add the records shown in the following table (the values and records shown are examples and can be modified, as appropriate, for your deployment):

    6.  
    Record 1
    Record 2
    Name
    X_POS_SCORE
    X_ORG_SCORE
    Physical Type
    Data(Public)
    Data(Public)
    Length
    22
    22
    Precision
    22
    22
    Scale
    7
    7
    Cascade Mode
    Ignore
    Ignore
    TxnLog Code
    TRUE
    TRUE

  6. Select each new record and click the Apply button.
  7. Enter the appropriate value for tableowner password.

    8. The S_OPTY table is now extended with the following columns: X_POS_SCORE and X_ORG_SCORE.

After the necessary base table columns are in place, use the following procedure to configure the assignment object for team scoring.

To configure assignment objects for team scoring

  1. Start Siebel Tools.
  2. Lock the assignment object's project.
    1. In the Object Explorer, click the Types tab, and select Project.
    2. In the Projects window, select the appropriate project.
    3. Check the Locked field.
  3. In the Object Explorer, expand Workflow Policy Object and select Assignment Object.
  4. In the Workflow Policy Objects list, select the object you want to configure.
  5. In the Assignment Objects list, select the object, and set one of the column values as shown in the following table:

    6. Column
    Value
    Employee Team Score
    The table column that references a Number column in the assignment object's employee team table.
    Org Team Score
    The table column that references a Number column in the assignment object's organization team table.
    Position Team Score
    The table column that references a Number column in the assignment object's position team table.

For information on modifying the appropriate components that expose the scoring information to the user interface, see Siebel Tools Reference.


 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003