Before Defining Assignment Rules

This topic is part of About Assignment Rule Administration.

There are several preparatory tasks to perform before using Siebel Assignment Manager and creating your assignment rules.

Before defining your assignment rules:

1. Review the Assignment Manager planning guidelines and best practice information. See Planning Your Siebel Assignment Manager Implementation

2. Have a good understanding of how Assignment Manager assigns candidates to assignment objects. See Assignment Methodology and Examples for Creating Assignment Rules.

3. Modify assignment object property settings to suit your business requirements using Siebel Tools. See Configuring Assignment Object Properties.