Siebel CRM Assignment Manager Administration Guide Siebel Innovation Pack 2017, Rev. A E24725-01 |
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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.
This chapter includes the following topics:
"Assignment Methodology and Examples for Creating Assignment Rules"
"About Assignment Skills, Expertise Codes, and Weighting Factors"
"Associating Skills with Employees, Positions, and Organizations"
"Process of Defining Criteria Values as Skills with Expertise Codes and Weighting Factors"
"How Siebel Assignment Manager Balances Workload Among Candidates"