Adding Positions to an Assignment Rule

Use the following procedure to add positions to an assignment rule.

To add positions 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 add positions, and then click the Position Candidates view tab.

  3. In the Position Candidates list, click New.

  4. In the Add Positions dialog box, select the positions to include for this assignment rule, and then click OK.

  5. In the new record in the Positions list, click in the available fields to enter or edit the relevant information.

  6. If new candidates are added, then make sure that you release the assignment rules for the changes to take effect.

    For more information about releasing assignment rules, see Releasing Assignment Rules.

    Note: If the All People value is selected in the Person Candidates Source field for the assignment rule, then all candidates are evaluated even if they are not listed in the Employee Candidates list or the Position Candidates list. Any new candidate is evaluated only after the rules are released.

The following table shows select predefined fields available for editing.

Field

Description

Activation

Start date of the assignment rule position.

Note: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide.

Expiration

End date of the assignment rule position.

Note: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide.

Score

An initial score for each position is permitted in this field to differentiate between other positions for potential assignment.

After you add positions for an assignment rule, only the active employees for each position are available. If Assignment Manager assigns the position, then employees for the position have visibility to the assigned object.

To delete system-assigned positions from individual assignment objects, or to manually assign other positions, see the procedure in Maintaining the Manually Assigned Primary Position.

You can configure Assignment Manager to define additional fields for Positions associated with an assignment rule. For more information about defining fields for Positions, see Configuring Assignment Objects to Copy Additional Columns to the Team Table.