Process of Configuring Assignment Objects for Team Scoring

You can configure Siebel 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 multiple Siebel Business Applications or exposed through the user interface.

To configure an assignment object for team scoring, perform the following tasks:

"Extending an Object's Base Table for Team Scoring"
"Configuring Assignment Objects for Team Scoring"

For an example of configuring an assignment object for team scoring, see "Example of Configuring the Opportunity Assignment Object for Team Scoring".

Extending an Object's Base Table for Team Scoring

Before configuring an assignment object for team scoring, make sure that the object has the necessary columns in its database table.

This task is a step in "Process of Configuring Assignment Objects for Team Scoring".

Note:

You must review the information about extension tables and columns in Configuring Siebel Business Applications before completing this procedure.

To extend an object's base table for team scoring

Start Siebel Tools.
In the Object Explorer, expand the Table object, and then query for the table that you want to configure.
Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).

The pencil icon appears in the W field to indicate that the project for the object is locked.
In the Object Explorer, select Column.
In the Columns window, choose Edit, then New Record, to add new records.

For more information about adding new column records, see Using Siebel Tools.
Select each new record and click the Apply button.
Enter the appropriate value for the table owner password.

The table is now extended.

Note:

There are specific considerations depending on the platform that you are using. For more information about this, see the note in Step 7 of the procedure in "Extending an Assignment Object's Base Table for Availability-Based Assignment’"

After the necessary base table columns are in place, you can configure the assignment object for team scoring.

Configuring Assignment Objects for Team Scoring

After extending an assignment object's base table for team scoring (see "Extending an Object's Base Table for Team Scoring"), you can then configure the assignment object.

This task is a step in "Process of Configuring Assignment Objects for Team Scoring".

To configure an assignment object for team scoring

Start Siebel Tools.
In the Object Explorer, expand Workflow Policy Object, and select the object that you want to configure.
Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).

The pencil icon appears in the W field to indicate that the project for the object is locked.
In the Object Explorer, select Assignment Object.

In the Assignment Objects window, set values for the properties in the following table.

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

Example of Configuring the Opportunity Assignment Object for Team Scoring

This topic gives one example of configuring the Opportunity assignment object for team scoring. You might use this feature differently, depending on your business model. Use the following procedures to extend the Opportunity assignment object for team scoring.

This topic is part of "Process of Configuring Assignment Objects for Team Scoring".

Extending the Opportunity Assignment Object's Base Table for Team Scoring

Use the following procedure to extend the Opportunity assignment object's base table for team scoring.

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

Start Siebel Tools.
In the Object Explorer, expand the Table object, and then query for the S_OPTY table.
Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).

The pencil icon appears in the W field to indicate that the project for the object is locked.
In the Object Explorer, select Column.

In the Columns window, add the records shown in the following table.

Property	Record 1	Record 2
Name	X_POS_SCORE	X_ORG_SCORE
Cascade Clear	Ignore	Ignore
Physical Type	Data(Public)	Data(Public)
Precision	22	22
Scale	7	7
Text Length	22	22
Txn Log Code	TRUE	TRUE

Note:

The values and records shown are examples and can be modified, as appropriate, for your deployment.

Select each new record and click the Apply button.
In the Apply Schema dialog box, enter the appropriate value for database user password, and click Apply.

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

Configuring the Opportunity Assignment Object for Team Scoring

Use the following procedure to configure the Opportunity assignment object for team scoring.

To configure the Opportunity assignment object for team scoring

Start Siebel Tools.
In the Object Explorer, expand Workflow Policy Object, and select the Opportunity object.
Lock the project for the object by choosing Tools, then Lock Project (or Alt+L).

The pencil icon appears in the W field to indicate that the project for the object is locked.
In the Object Explorer, select Assignment Object.

In the Assignment Objects window, set values for the properties in the following table.

Column	Value
Employee Team Score Column	The name of the column that stores the score for each member of an employee team.
Org Team Score Column	The name of the column that stores the score for each member of an organization team.
Position Team Score Column	The name of the column that stores the score for each member of a position.