Preparing to Release Assignment Rules

This topic is part of About Assignment Rule Administration.

The following table lists the administrative tasks for preparing for and releasing assignment rules. Perform these tasks in the order provided, and in the environment indicated, where they apply to your deployment.

Task

GUI

Siebel Tools

1. (Optional) Defining Server Key Mappings for Assignment Rule Groups.

Yes

No

2. (Optional) Set up Assignment Manager for availability-based assignment.

In Siebel Tools, complete several tasks.

See Process of Configuring Assignment Objects for Availability-Based Assignment.

In the GUI, check the Check Employee Calendar field for each assignment rule that you want to assign by availability.

Yes

Yes

3. (Optional) Define load splitter configuration.

See Assignment Load Splitter Configuration.

Yes

No

4. Releasing Assignment Rules.

Yes

No