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Siebel Assignment Manager Administration Guide
Assigning Skills to Employees, Positions, and Organizations
Assignment in Sales Organizations
Creating Sales Assignment Rules Based on Territories
Creating Sales Assignment Rules That Combine Criteria
Using Multitiered Assignment with Sales Assignment Rules
Assignment in Service Organizations
Creating Field Service Assignment Rules Using Availability
Assignment Manager Configuration
Assignment Manager Configuration Concepts
Assignment Manager Object Types
Assignment Manager Object Hierarchy and Relationship
Assignment Object Configuration
Configuring Assignment Objects
Configuring Assignment Objects for Interactive Assignment
Configuring Assignment Objects for 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 Skills and Using Skill Tables
Creating Workflow Policy Components
Example of Creating a Workflow Policy Component
Workflow Policy Components Inactivated by Default
Server Administration After Configuration
Creating Assignment Rule Groups
Defining Assignment Rule Sequences
Creating Criteria Values as Skills with Expertise Codes
Adding Employees, Positions, and Organizations to Assignment Rules
Adding Employees to Assignment Rules
Assigning Employees to Assignment Rules Based on Availability
Adding Positions to Assignment Rules
Adding Organizations to Assignment Rules
Preparing to Run Assignment Manager
Checking the Assignment Manager and Server Request
Broker ComponentsConfiguring 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
Running Interactive Assignment Using the Command-Line
SRVRMGR UtilityRunning Assignment Manager in Dynamic Mode
Running Dynamic Assignment 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
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 ObjectsConfiguring Assignment Objects to Copy Additional Columns to
the Team Table
System Preferences Compatibility
Command Line Options Compatibility
Assignment Object Parameter Usage
Run-Time Parameter Default Values
Campaign Contact Object Parameters
Contact Denormalization Object Parameters
Order (Sales Credit Assignment) Object Parameters
Organization Object Parameters
Product Defect Object Parameters
Product Denormalization Object Parameters
Project Team Object Parameters
Service Request Object Parameters
Assignment Manager Error Messages
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Siebel Assignment Manager Administration Guide Published: 18 June 2003 |