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Siebel CRM Assignment Manager Administration Guide
Siebel Innovation Pack 2017, Rev. A
E24725-01
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2-1 Siebel Assignment Manager Administration Guide Organization
4-1 Differences Between Siebel Assignment Manager and Standard Business Terminology
4-2 Assignment Manager Customization Tasks
4-3 Individual Versus Team Assignments Listed by Assignment Object
4-4 Operating Modes for Running Assignment Manager
5-1 Administrative Tasks for Defining Assignment Rules
5-2 Sample Rule Groups
5-3 Assignment Rule Group Fields
5-4 Assignee Filter Field Values
5-5 Assignment Rule Fields
5-6 Employee Candidates List Fields
5-7 Position Candidates List Fields
5-8 Organization Candidates List Fields
5-9 Example of a Rule Sequence
5-10 Example Rule Groups A and B
5-11 Server Key Mapping Fields
5-12 Tasks for Releasing Assignment Rules
5-13 User Key Fields Relevant to Importing Assignment-Related Data
5-14 Transaction Log Data for Export and Import Operations
5-15 Assignment Criteria Comparison Methods
5-16 Assignment Criteria Inclusion Methods
5-17 Assignment Criteria Predefined Fields
5-18 Available Assignment Attributes
5-19 How Assignment Rules Are Matched Based on Expertise Code and Comparison Methods
5-20 Sample Weighting Factors for Expertise Codes
5-21 Predefined Assignment Workload Rules
5-22 Workload Distribution Fields for Employees and Positions
5-23 Workload Distribution Fields for Organizations
5-24 Assignment Policy Fields
6-1 Basic Assignment Configuration Tasks
6-2 Assignment Manager Object Types
6-3 Assignment Attribute Properties
6-4 Assignment Attribute Column Properties
6-5 Assignment Criteria Properties
6-6 Assignment Criteria Attribute Properties
6-7 Inactive Assignment Manager Workflow Policy Components
6-8 Server Administration Tasks After Configuring Assignment Manager
7-1 Example of Two Activities with Different Assets and Employees
7-2 Sales Team Positions
7-3 Sample Data for Dynamic Candidates Assigned to an Activity
7-4 Dynamic Candidate Object Properties
7-5 Dynamic Candidate Component Object Properties
7-6 Dynamic Candidate Component Col Object Properties
7-7 Dynamic Candidate Component Col Object Properties Used for Stamping Attributes
8-1 Sample Data for Dynamic Candidates Assigned to an Activity
8-2 Sample Positions and Responsibilities for Delegated Assignment Scenario
9-1 Assignment Manager (AsgnSrvr) and Batch Assignment (AsgnBatch) Parameters
9-2 Server Administration After Configuration
9-3 Server Requirements for Assignment Modes
9-4 Generate Triggers Parameters
9-5 Workflow Monitor Agent Parameters
9-6 ReturnPropSet Parameter Behavior
10-1 User Property Values for Copying Additional Columns to the Team Table
10-2 Properties of Assignment Object Extension
10-3 Multitiered Assignment Modes
10-4 Example Matching for Independent Assignment
10-5 Example Matching for Person-Oriented Assignment
10-6 Example Matching for Organization-Oriented Assignment
10-7 Example Matching for Organization and Person-Oriented Assignment
10-8 Example of Effect on Scoring of AddScores Parameter
11-1 Assignment Object Property Settings for Availability-Based Assignment
11-2 Assignment Object User Property Settings for Availability-Based Assignment
12-1 Arguments for Distribute Data Method
A-1 Assignment Manager Error Codes