Creating Assignment Policies for Dynamic Assignment

Assignment policies are specialized workflow policies used for dynamic assignment. Siebel Business Applications include predefined assignment policies for each of the predefined assignment objects. In general, it is recommended to use these predefined policies for setting up dynamic assignment. However, you can create new assignment policies.

Note: If you create a new assignment object for dynamic assignment, then you must also create a new assignment policy for that object.

The following tasks are one step in Process of Defining Assignment Rules.

Use the following procedures to create new assignment policies for dynamic assignment.

To create an assignment policy for dynamic assignment

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

2. In the Assignment Policies list, click New.

3. In the new assignment policy record, enter the relevant information.

The following table shows the predefined assignment policy fields.

Field	Description
Name	The name of the assignment policy.
Workflow Object	The assignment object to which the assignment policy belongs.
Policy Group	The workflow group for the assignment policy. The default for the predefined assignment policies is Assignment Group. For new policies that you create for use with Assignment Manager, use the Assignment Group policy group. It is recommended that you do not change the policy group for assignment policies. However, if you find a need to do so, then regenerate triggers after making the change. For more information about regenerating triggers, see Siebel Business Process Framework: Workflow Guide. Caution: Assign a policy group to only one Workflow Monitor Agent. Multiple Workflow Monitor Agent components running the same policy group cause unpredictable completion times and possible multiple actions created for one trigger. For more information about Workflow Monitor Agents, see Siebel Business Process Framework: Workflow Guide.
Activation	The start date of the assignment policy.
Expiration	The end date of the assignment policy.

Note: By default, every assignment policy has an action. Use the following procedure only if you accidentally remove an action or create a new assignment policy. In addition, do not associate customized workflow actions with assignment policies. For more information about workflow actions, see Siebel Business Process Framework: Workflow Guide.

To create an action for an assignment policy for dynamic assignment

1. With the newly created assignment policy still selected, in the Actions list, click New.

2. In the Assignment Action field, click the drop-down arrow and select Assignment Request (In Process).

   Note: It is recommended that you use the Assignment Request (In Process) workflow policy action because the Assignment Request action might cause performance problems. If you do choose to use the Assignment Request action, then make sure that the Assignment Manager (AsgnSrvr) process is available and online.

3. In the Assignment Mode field, click the down arrow button and select MatchAssign.

4. (Optional) Add a sequence number, if so desired.