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Siebel CRM Assignment Manager Administration Guide
Siebel Innovation Pack 2015
E24725-01
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List of Figures
5-1 Sample Process Flow for Defining and Releasing Assignment Rules
5-2 Relationship of Candidates Source Assignment Rule Fields to Team Type Property in Siebel Tools
5-3 Assignment Methodology Flowchart
5-4 Example of Creating Sales Territories
5-5 Example of Creating Assignment Rules with Combined Criteria
5-6 Assignment Rule for a Service Organization
5-7 Example of an Assignment Criterion
5-8 Example of Adding Criteria Values to an Assignment Criterion
5-9 Example of Creating a New Expertise Code
5-10 Example of Adding a Skill with an Expertise Code
5-11 Example of Defining Weighting Factors
5-12 Sample Workload Distribution
5-13 Creating Workload Distribution Rules
5-14 Example of Defining Workload Distribution for Employees and Positions
5-15 Example of Defining Workload Distribution for Organizations
6-1 Parent-Child Relationships Between Assignment Manager Object Types
6-2 Field Value and Property Relationships Among Assignment Manager Object Types
6-3 Example of Invoking Interactive Assignment
6-4 Assignment Criteria and Skills Comparison
6-5 Sample Assignment Attributes
6-6 Picklist for Populating an Attribute in a Value Record
6-7 Assignment Criterion with Child Assignment Criteria Attributes
6-8 Example of Defining an Assignment Rule for Two Objects Using One Assignment Criteria
6-9 Example of a Relationship Between Assignment Criteria and Skills for a Sales Implementation
7-1 Examples of Single- Versus Multiple-Owner Dynamic Candidate Types
8-1 Sample Process Flowchart for Delegated Assignment
8-2 Sample Rule Group Explorer
8-3 Relationships Between Parent and Child Rule Groups in a Hierarchy
8-4 Sample Delegated Assignment Organization Chart
9-1 Example of Output Property Set Structure Returned from a Synchronous Request
10-1 The TM Account Assignment Object Configured to Copy Position-Specific Data
10-2 Example of Independent Assignment
10-3 Example of Person-Oriented Assignment
10-4 Example of Organization-Oriented Assignment
10-5 Example of Organization and Person-Oriented Assignment
11-1 High-Level Flowchart of Availability-Based Assignment
11-2 A Field Service Assignment Rule with the Check Employee Calendar Field Activated
12-1 High-Level Process Flow for Load Splitter Configuration
12-2 Example of Load Splitter Configuration