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Siebel Assignment Manager Administration Guide > Assignment Rules > Creating Assignment Criteria >

Defining Assignment Workload

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This section explains how to create workload rules and define workload criteria. For more information on workload criteria, see Workload Criteria. Optionally, you can also create workload rules that can be used in workload criteria. After you have created your workload rules (or you can use the predefined workload rules instead), you can define workload criteria in assignment rules for employees and positions, or for organizations.

To create workload rules

From the application-level menu, choose View > Site Map > Assignment Administration > Workload Rules.

NOTE:  If you plan to use the predefined workload rules, skip to Step 4.

In the Workload Rules list, click New.
In the new record, click in the available fields to enter the relevant information for the workload rule.
In the Name field, type a name for the workload rule.
In the Assignment Object field, select the assignment object of the workload rule.

The following table shows the predefined workload rules:

Workload Rule Name	Assignment Object
Excellent Leads	Opportunity
Critical Service Requests	Service Request
Open Opportunities	Opportunity
Total Open Service Requests	Service Request

NOTE:  The workload rule's assignment object must match the assignment rule's assignment object; otherwise, the assignment workload criteria is ignored or a runtime error occurs (dependent on the assignment rule assignment object's Ignore Extra Attributes runtime parameter setting).

With the appropriate workload rule selected, in the Workload Conditions view, click New.
In the new record, click in the available fields to enter the relevant information for the workload conditions.
In the Field field, select a value to define the workload condition.

The fields that are available depend on the assignment object selected in Step 3.

In the Comparison field, select a comparison method.

NOTE:  When specifying values for the comparison operands (LIKE, NOT LIKE, IN, NOT IN, and BETWEEN), the Value field must be in a form that the underlying database expects. For more information about comparisons, see Siebel Business Process Designer Administration Guide.

In the Value field, select a value with which you want to compare the workload condition.

The values that are available depend on the workload condition selected in Step 3.

NOTE:  If the drop-down arrow does not appear when you select the Value field, you need to enter an appropriate value. For example, if you are creating a workload rule for an Opportunity object and using Position Id as the workload condition, you need to enter the physical ROW_ID of the positions.

NOTE:  If the assignment object selected for the workload criteria is team-based, workload criteria using this workload rule should be associated with an assignment rule only if the workload rule object has the team table (or owner field) referenced by one of its workflow components.

Figure 34 shows an example of creating a workload rule called Example for the Account assignment object. The workload condition requires that the account state equal CA.

Figure 34.  Creating Workload Rules

To define workload criteria for employees and positions

With the appropriate assignment rule selected (View > Site Map > Assignment Rules), click the Workload Criteria view tab.
In the Workload Criteria list, click New.
In the new record, click in the available fields and enter the relevant information.

Table 22 shows the available predefined fields.

Table 22.  Workload Criteria Fields for Employees and Positions

Field	Description	Example
Assignment Object	Type of assignment object related to this workload rule.	Service Request
Comments	Type your comments here.
Max Load	The maximum workload allowed for this workload rule. For more information on how this value affects the workload score, see Workload Criteria.	2
Required	Determines whether the workload rule is required for the assignment rule. Choices are: Always and Never. For more information, see Assignment Criteria.
Score	Score to apply for this workload rule. For more information on workload scores, see Workload Criteria.	50
Workload Rule	Name of the workload rule to apply to the assignment rule. The Workload Rule should already be defined as shown in To create workload rules.	Total Open Service Requests

Figure 35 shows an example of defining a workload criteria for employees and positions using values specified in Table 22.

Figure 35.  Example of Defining Workload Criteria for Employees and Positions

To define workload criteria for organizations

With the appropriate assignment rule selected (View > Site Map > Assignment Rules), click the Organization Workload Criteria view.
In the Organization Workload Criteria list, click New.
In the new record, click in the available fields and enter the relevant information.

Table 23 shows the available predefined fields.

Table 23.  Workload Criteria Fields for Organizations

Field	Description	Example
Assignment Object	Type of assignment object related to this workload rule.	Opportunity
Comments	Type your comments here.
Max Load	The maximum workload allowed for this workload rule. For more information on how this value affects the workload score, see Workload Criteria.	3
Required	Determines whether the workload rule is required for the assignment rule. Choices are: Always and Never. For more information, see Assignment Criteria.
Score	Score to apply for this workload rule. For more information on workload scores, see Workload Criteria.	10
Workload Rule	Name of the workload rule to apply to the assignment rule. The workload rule should already be defined as shown in To create workload rules.	Excellent Leads

Figure 36 shows an example of adding a workload criteria for organizations using values specified in Table 23.

Figure 36.  Example of Defining Workload Criteria for Organizations

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