Choosing a Candidate as the Primary Assignee

This topic is part of About Assignment Rule Administration.

Siebel Assignment Manager provides the ability to influence a particular candidate to act as a primary assignee for a specific assignment rule. You do so by picking an employee, a position, or an organization from the Primary Employee, Primary Position, or Primary Organization pick dialog box in the Assignment Rules list. This primary assignee represents the candidate (employee, position, or organization) that is assigned as the primary owner of the assignment object if the candidate passes the criteria for that rule.

Note: Typically, you choose a primary assignee when creating an assignment rule, however, you can add a primary to an existing assignment rule at any time. You must release the rule for the change to take effect.

This task is a step in Process of Defining Assignment Rules.

To choose a candidate as the primary assignee

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

2. In the Assignment Rules list, select the assignment rule for which you want to assign a particular candidate as the primary assignee.

3. In one of the following fields, click the select button.

   • Primary Employee. If you want to assign a particular employee, then query for that employee, and then click OK.

   • Primary Position. If you want to assign a particular position, then query for that position, and then click OK.

   • Primary Organization. If you want to assign a particular organization, then query for that organization, and then click OK.

Tip: The Primary Employee, Primary Position, and Primary Organization fields might be hidden columns in this list. You can use the Columns Displayed feature to make fields visible. For more information, see Siebel Fundamentals Guide.