Siebel Assignment Manager Administration Guide > Assignment Rules >

Creating Assignment Rule Groups


This section explains how to create new assignment rule groups and how to view the assignment rules associated with a particular assignment rule group. For more information about assignment rule groups, see Assignment Rule Groups.

NOTE:  An assignment rule does not have to be associated with a rule group. If you do not associate rule groups with any of your rules, and you do not specify a particular rule group for Assignment Manager to load at startup, then Assignment Manager, by default, loads all active rules into memory. For more information about running Assignment Manager, see Running Assignment Manager.

To create a new assignment rule group

  1. From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Rule Groups.
  2. In the Assignment Rule Groups list, click New.
  3. In the new record, click in the available fields to enter relevant information for the new group.
    1. In the Name field, enter a name for the assignment rule group.
    2. In the Description field, type in a description for the assignment rule group.

NOTE:  When you create a new assignment rule, the assignment rule group field defaults to Default Group. For more information about the Default Group, see Assignment Rule Groups.

Table 18 shows the predefined fields.

Table 18.  Assignment Rule Group Fields
Field
Description
Activation1
Start date of the assignment rule group.
Note: By default, rules within a group inherit the activation date from the group date. However, if you specify an activation date for a particular rule, it overrides that date.
Description
A description of the rule group.
Expiration1
End date of the assignment rule group.
Note: By default, rules within a group inherit the expiration date from the group date. However, if you specify an activation date for a particular rule, it overrides that date.
Key Based
Indicates the rule group is intended for key-based routing and usually has a corresponding server key mapping.
By checking this flag, even if there is no server key mapping defined for the rule group, this makes sure that the rules that belong to this rule group are not processed when running the assignment server in Default Group mode.
For more information about key-based routing and server key maps, see Server Key Maps. For more information about the Default Group, see Assignment Rule Groups.
Note: The Key Based field may be a hidden column on the Assignment Rule Groups list. You can enable the Key Based field by selecting it through the Columns Displayed feature.
Name
Name of the assignment rule group.

1Set the machine on which the assignment server resides to Greenwich Mean Time (GMT). For more information about GMT, see Global Deployment Guide.

Figure 26 shows an example of creating an assignment rule group.

Figure 26.  Example of Creating an Assignment Rule Group

Click for full size image


 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003