How Siebel Assignment Manager Creates Activities for Employees During Availability-Based Assignment

If an assignment rule has the Check Employee Calendar flag checked, then availability for each employee is evaluated before assignment. If the Calendar Create Activity property is also set for the assignment object, then make sure that an activity exists in the employee's calendar for that duration to block the schedule. Figure 11-1 shows a high-level flowchart of this process.

Figure 11-1 High-Level Flowchart of Availability-Based Assignment

Description of "Figure 11-1 High-Level Flowchart of Availability-Based Assignment"

Assignment Manager evaluates whether the Check Employee Calendar flag is checked (calendar rules) or not (noncalendar rules) and processes the rules differently based on this indication. If Assignment Manager is assigning activities, and if only one employee passes and that employee is from a calendar rule, then the original activity is reused and the employee is added to the owners list for that activity. This action blocks the employee's schedule. If more than one employee passes, then separate activities are created for each employee. In this case, the parent activity of all these additional activities is set to the original activity to make sure that all are related to each other.

If Assignment Manager is not assigning activities, then separate activities are created for each employee who passes and blocks their schedules.