Process of Defining Assignment Workload

There are two methods for defining workload rules: using predefined workload rules or creating your own workload-rule definitions. This topic discusses how to use both options.

Siebel Assignment Manager provides a set of predefined workload rules that allows you to define workload distribution in assignment rules for employees, positions, or organization.

The following table information lists the predefined assignment workload rules:

Workload Rule Name	Assignment Object
Critical Service Requests	Service Request
Excellent Leads	Opportunity
Open Opportunities	Opportunity
Total Open Service Requests	Service Request

Optionally, you can create your own workload rules. Use the following procedures to define assignment workload if you plan to create your own workload distribution rules.

Note: If you plan to use the predefined workload distribution rules, then skip to step 2.

1. (Optional) Creating Assignment Workload Distribution Rules.

2. Applying Assignment Workload Distribution to Employees, Positions, and Organizations.