Assigning Activities to Field Service Engineers with Assignment Manager

You can assign activities to engineers with Assignment Manager.

To assign an activity to a field service engineer with Assignment Manager

1. Navigate to the Activities screen, then the Activities List view.

2. Select an activity.

3. Click the menu button in the activity form, and select Assign.

   A dialog box appears with names of field service engineers ranked in order of preference.

   The suggested assignments are based on a variety of criteria including workload and skills that you set up by using Assignment Manager. For instructions about configuring Assignment Manager, see Siebel Assignment Manager Administration Guide.

4. Select the field service engineer to perform the activity, and click OK.