Requirements

Before applying rule groups to your assignment rules based on your particular business needs:

• Decide whether you want to use rule groups.

  Create rule groups if you want a separate set of assignment rules that you can apply to different business scenarios. Alternatively, you do not have to create rule groups if you want all of the rules processed every time that you run Assignment Manager. In this case, use the Default Rule Group that is provided as part of the Assignment Manager seed data.

• Decide whether you need rule group hierarchies.

  If you plan to use delegated assignment, then you need rule group hierarchies.

For more information about the Default Rule Group, see the description for assignment rule groups in Essential Building Blocks of Siebel Assignment Manager. For more information about delegated assignment and rule group hierarchies, see About Assignment Rule Administration

To create an assignment rule group

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

2. In the Rule Groups list, click New.

3. In the new record, click in the available fields to enter relevant information.

   The new rule group appears in the Rule Groups list as well as in the Rule Group Explorer.

The following table shows the predefined fields.

Tip: All fields might not be visible by default in this list. You can use the Columns Displayed feature to make fields visible. For more information, see Siebel Fundamentals Guide.

Field	Description
Name	Name of the assignment rule group.
Parent Rule Group	A rule group that directly precedes another rule group in the hierarchy.
Owner Position	The owner of the rule group. Each rule group has an owner (and potentially designees who also have owner rights). For more information about owners and designees as it relates to delegated assignment, see About Assignment Rule Group Hierarchy.
Owner Login	The login of the owner position. The owner position has visibility from the delegated administration views for rule groups and each of the child rule groups.
Activation	Start date of the assignment rule group. By default, rules within a group inherit the activation date from the group date. However, if you specify an activation date for a particular rule, then it overrides that date. Note: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide.
Expiration	End date of the assignment rule group. By default, rules within a group inherit the expiration date from the group date. However, if you specify an activation date for a particular rule, then it overrides that date. Note: By default, Siebel Business Applications use Universal Time Coordinated (UTC). For more information, see Siebel Global Deployment Guide.
Key Based	Indicates that the rule group is intended for key-based routing and usually has a corresponding server key mapping. By checking this flag, even if there is no server key mapping defined for the rule group, this makes sure that the rules that belong to this rule group are not processed when running Assignment Manager in default mode. Tip: The Key Based field might be a hidden column in this list. You can use the Columns Displayed feature to make fields visible. For more information, see Siebel Fundamentals Guide. For more information about key-based routing and server key mappings, see How Siebel Assignment Manager Uses Server Key Mappings to Load Rules to a Particular Siebel Server.
Organization	The organization in which this rule group belongs.

If you plan to use delegated assignment, see also About Delegated Assignment.