Running Interactive Assignment from the GUI

This topic is part of Running Interactive Assignment.

The Activity and Service Request assignment objects are predefined to use interactive assignment, which allows you to assign employees to activities and service requests in real time.

To run interactive assignment from the GUI

1. Navigate to either of the following locations:

   • Activities screen, then Activity List, and then the All Activities view

   • Service Requests screen, and then the All Service Requests view

2. In the All Activities or All Service Requests list, select an open activity or service request for assignment.

3. In the form, click the Menu button and select Assign to start interactive assignment.

   For an example, see Configuring Assignment Objects for Interactive Assignment.

4. Choose an assignee from the list of best candidates provided by Assignment Manager.

   The Siebel application then:

   • Communicates with the Siebel Assignment Manager on the Siebel Server and creates a list of qualified employees for the activity or service request.

   • Displays the list of qualified employees to the Siebel user, sorted by the descending order of scores.

   • Sets the activity or service request owner to the employee that is chosen when clicking the Assign button.