Adding Assignment Criteria to Assignment Rules

This topic explains how to add assignment criteria to assignment rules.

This task is a step in Process of Defining Criteria Values as Skills with Expertise Codes and Weighting Factors as well as a step in Process of Defining Assignment Rules.

Criteria are sets of conditions describing the attributes of objects or candidates, or both, that are evaluated to determine optimal assignment. Criteria are the fundamental building blocks for assignment rules. An assignment rule can contain none, one, or many criteria. Assignment rules use criteria to determine which candidates qualify as potential assignees. Criteria also determine which assignment rule is evaluated in assigning an object.

Note: Assignment rules can be created with no criteria. A rule of this nature functions to make sure that data items of a particular type are assigned, that is, that all objects of the defined type pass. Use such rules carefully, because a rule defined with no criteria can make unnecessary assignments.

To add an assignment criterion to an assignment rule

1. Navigate to the Administration - Assignment screen, and then the Assignment Rules List view.

2. In the Assignment Rules list, drill down on the assignment rule for which you want to create an assignment criterion, and then click the Criteria view tab (if not already active).

3. In the Criteria list, click New.

4. In the new criterion record, click in the available fields to enter the relevant information.

   Note: If you want to query for an assignment criterion, then you must use the name of the assignment criterion, not the display name for the assignment criterion object that you configured using Siebel Tools. For example, if the name of the Account assignment criteria is ACCOUNT_ID, then you must use this name for your query, although the display name is Account. Similarly, do not use display names when querying seed assignment criteria.

The following table shows the predefined fields for assignment criteria.

Field Name	Description	Example Value
Rule Criterion	The criteria evaluated for the assignment rule.	Product Defect Priority
Comparison Method	Methods used by Assignment Manager to determine how objects and candidates are matched. Choices are: Compare to Object Compare to Person Compare Object to Person Compare to Organization Compare Object to Organization For explanations of each method, see Assignment Criteria Comparison Methods. Note: For assignment criteria that use the Compare to Object, Compare to Person, or Compare to Organization comparison method, each criteria includes one or more values.	Compare to Object
Inclusion	Methods used by Assignment Manager to determine how criteria values and candidates are matched. Choices are: Include, Include All Matching, Include All, and Exclude. For more information about each inclusion method, see Assignment Criteria Inclusion Methods. Note: Depending on the Inclusion method, candidates that meet the criteria value have the criteria value score added to their total score. Criteria values can be defined as constants or can use wildcard characters to include a wider selection of potential matches between assignment rule and object.	Include
Required	Determines whether the criteria is required. Choices are: Always When Available Never	Always
Score	Score for this criteria. Candidates that satisfy this criteria have this score added to their total score. For more information about how you can use the criteria score, see Assignment Criteria Comparison Methods.	Not applicable
Minimum Score	Minimum score required to qualify for this criterion. This field can remain blank. If the total score from all matching criterion values (calculated based on the inclusion method for the rule) is greater than or equal to the minimum score specified for the criterion, then the criterion passes.	Not applicable
Inherited	If selected, then this indicates that the criterion was inherited from a parent rule. This is a read-only field. Note: If the Inherited flag for a criterion is TRUE in the Administration - Assignment view, then the Read Only flag is TRUE in the Administration - Delegated Assignment views. Tip: The Inherited field might be a hidden column in this list. You can use the Columns Displayed feature to make fields visible. For more information, see Siebel Fundamentals Guide.	Not applicable
Template	If selected, then Assignment Manager excludes the criterion when processing rules. Assignment Manager does not process criteria templates until an inheritor of an assignment rule chooses to apply a template to the inherited rule. For more information, see Siebel Fundamentals Guide. Note: When a rule with a criterion using a template is inherited, the criterion is not automatically inherited with the other criteria. You must explicitly apply the criterion to the inherited rule. After the criterion is applied to the inherited rule, you can modify the criterion as you would any other criteria. Tip: The Template field might be a hidden column in this list. You can use the Columns Displayed feature to make fields visible. For more information, see Siebel Fundamentals Guide.	Not applicable
DA Read Only	If selected, makes a criterion read-only for delegated administrators. By checking this field, the assignment administrator (AA) makes sure the criterion is read-only to all users who view the rule from the delegated assignment views, including the owner of that child rule group. For example, if the AA creates Rule A in a rule group and that rule is inherited as Rule B in a child rule group, then the AA can add a criterion to Rule B and make it read-only. The owner of the child rule group cannot change this setting. Without this flag, the owner of the child rule group could delete that criterion because it was not inherited from the parent rule. Note: If the DA Read Only field for a criterion is TRUE in the Administration - Assignment view, then the Read Only flag is TRUE in the Administration - Delegated Assignment view. Tip: The DA Read Only field might be a hidden column in this list. You can use the Columns Displayed feature to make fields visible. For more information, see Siebel Fundamentals Guide.	Not applicable

The following figure shows an example of an assignment criterion using the values from this section. This example shows an always-required Product Defect Priority rule criterion for an assignment rule that is compared to service objects using the Include inclusion method.