Process of Defining Assignment Rules

This topic is part of About Assignment Rule Administration.

The process of defining assignment rules varies depending on how much you reconfigure or customize Siebel Assignment Manager. This topic provides a typical process flow for defining and releasing assignment rules that you can use as a guide. Your process might differ, depending on your business model.

The following figure provides a sample process flow for defining and releasing assignment rules as follows:

1. To start the process, Business Teams (Sales, Service, Campaigns, and Marketing Managers) do the following:

   Provide logical business operating boundaries and the conditions and people associated with those boundaries.

2. Assignment Administrators do the following:

   • Create rule groups.

   • Create assignment rules, criteria, and criteria values.

   • Set up static and dynamic candidates.

   • Set up employee, position, and organization skills.

   • Define and apply workload distribution.

   • Set up dynamic assignment.

   • Deploy assignments.

3. Delegated Administrators do the following:

   • Inherit assignment rules.

   • Apply criteria and candidates to assignment rules.

   • Create child rule groups and mark rules inheritable to the owners of those child rule groups.

The following table lists the various tasks that you perform when defining new assignment rules. The steps represent a typical order of execution when defining a new assignment rule. However, many tasks are optional and might not be applicable for your deployment.

Task	Required
1. Creating Assignment Rule Groups Note: You must apply a rule group to each assignment rule. If you do not want to define your own rule groups, then you can use the predefined rule groups or the Default Rule Group.	Yes
2. Creating Assignment Rules	Yes
3. Adding Assignment Criteria to Assignment Rules	No
4. Adding Criteria Values to Assignment Criteria or Adding Criteria Values as Skills to Assignment Rules Using Expertise Codes	No
5. Choosing a Candidate as the Primary Assignee	No
6. Adding Dynamic Candidate Teams to Assignment Rules Note: The assignment seed data provides two dynamic candidate teams: Activity Account Team and Activity Asset Team. There is no organization dynamic team seed data provided. You might have to configure your own teams according to your business needs.	No
7. Choosing a Candidate as the Primary Assignee	No
8. Associating Skills with Employees, Positions, and Organizations	No
9. Creating Assignment Workload Distribution Rules	No
10. Applying Assignment Workload Distribution to Employees, Positions, and Organizations	No
11. Process of Defining Assignment Policies for Dynamic Assignment	No