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Activating Assignment Policies

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Siebel applications include predefined assignment policies for each of the predefined assignment objects. You should use these predefined assignment policies. However, you can create new assignment policies for Dynamic Assignments.

Each Workflow Monitor Agent can monitor one or more assignment policies. You can use a single Workflow Monitor Agent to monitor all assignment policies by placing all assignment policies in the same workflow group (the predefined assignment policies are defined this way). You can also place the assignment policies in separate workflow groups and dedicate Workflow Monitor Agents for each workflow group.

Assignment Policies should be associated only with the Assignment Request (In Process) assignment action.

CAUTION:  Assign a workflow policy group to only one Workflow Monitor Agent. Multiple Workflow Monitor Agents running the same workflow policy group cause unpredictable completion times and possible multiple actions created for one trigger. For more information, see Siebel Business Process Designer Administration Guide.

Also, you should not associate customized workflow actions with assignment policies. For more information about workflow actions, see Siebel Business Process Designer Administration Guide.

To enable Dynamic Assignment for an assignment object, activate the assignment policy for that object. To disable Dynamic Assignment for an assignment object, deactivate the assignment policy for that object.

The rest of this section explains how to activate, deactivate, set the workflow group for, and create actions for assignment policies. The procedures are:

To set the workflow group for assignment policies
To activate an assignment policy
To deactivate an assignment policy
To create an action for an assignment policy

To set the workflow group for assignment policies

From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Policies.
In the Assignment Policies list, select the assignment policy for which you want to set the workflow group.
In the Group field, click the select button.
In the Workflow Groups dialog box, select a workflow group (the default is Assignment Group), and then click OK.

Figure 42 shows an example of successfully setting Assignment Group to the Account object assignment policy.

Figure 42.  Example of Setting a Workflow Group for an Assignment Policy

To activate an assignment policy

From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Policies.
In the Assignment Policies list, select the assignment policy you want to activate.
In the Expiration Date/Time field, click to either null the existing value or set the value to a later date.

Workflow components process only active assignment policies that have not expired. Figure 43 shows an example of activating the Account object assignment policy.

To deactivate an assignment policy

From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Policies.
In the Assignment Policies list, select the assignment policy you want to deactivate.
In the Expiration Date/Time field, set the value to a date that has already passed.

Workflow components process only active assignment policies that have not expired; therefore, you can deactivate an assignment policy by expiring it.

To create an action for an assignment policy

From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Policies.
In the Assignment Policies list, select the assignment policy for which you want to create an action.
In the Actions list, click New.
In the new record, enter values for the relevant information.
In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process).
In the Assignment Mode field, click the down-arrow button and select MatchAssign.

NOTE:  By default, every assignment policy has an action. You need to follow the preceding steps only if you accidentally remove an action or create a new assignment policy.

Figure 43 shows an example of successfully creating an action for the Account object assignment policy.

Figure 43.  Example of Creating an Action for an Assignment Policy

Activating Contact Denormalization

Perform the following procedure to activate contact denormalization. The policy is inactivated by default.

NOTE:  When Assignment Manager runs in Contact Denormalization mode, it does not evaluate assignment rules. Therefore, you do not need to select the Contact Denormalization object for the assignment rule to run Assignment Manager in Contact Denormalization mode.

To activate contact denormalization

From the application-level menu, choose View > Site Map > Assignment Administration > Assignment Policies.
In the Assignment Policies list, select Contact Denormalization, and then perform the following:
In the Group field, click the select button.
In the Workflow Groups dialog box, select a workflow group (the default is Assignment Group), and then click OK.
In the Expiration Date/Time field, either clear the existing value or set the value to a later date.
In the Actions list, click New to create a new record and enter the relevant information.
In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process).
In the Assignment Mode field, click the down-arrow button and select Denorm.

Figure 44 shows an example of successfully enabling Contact Denormalization for Dynamic Assignment.

Figure 44.  Enabling Contact Denormalization for Dynamic Assignment

NOTE:  Dynamic assignment can refresh employee, position, and organization skills from the database if changes were made to these items. The program argument, MaxSkillsAge, forces Assignment Manager to reload this information if activated. By default, this argument is not set. In Siebel Tools, select the Assignment Request (In Process) workflow policy program to change the MaxSkillsAge argument. For information about how to set this parameter using command-line interface, see Running Interactive Assignment Using the Command-Line SRVRMGR Utility. For more information about setting the parameter, see Siebel Tools Reference and Siebel Business Process Designer Administration Guide.

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