5 Assignment Rule Administration

This chapter explains how to define assignment rules for Siebel Assignment Manager. The tasks explained in this chapter are for assignment administrators (AAs), and as such, the procedures are documented using the Administration - Assignment screen and views.

Note: Even if you intend to use predefined assignment objects, you must define assignment rules by completing the tasks in this chapter.

This chapter includes the following topics:

• "About the Siebel Assignment Manager Administration Views"

• "About Assignment Rule Administration"

• "Exporting and Importing Assignment-Related Data"

• "Assignment Methodology and Examples for Creating Assignment Rules"

• "About Assignment Criteria"

• "Process of Adding Criteria and Values to Assignment Rules"

• "About Assignment Skills, Expertise Codes, and Weighting Factors"

• "Scenario for Using Assignment Skills"

• "Associating Skills with Employees, Positions, and Organizations"

• "Example of Using Assignment Skills in Assignment Rules"

• "Process of Defining Criteria Values as Skills with Expertise Codes and Weighting Factors"

• "How Siebel Assignment Manager Balances Workload Among Candidates"

• "Process of Defining Assignment Workload"

• "About Assignment Policies"

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