Scenario for Delegated Assignment

This topic is part of About Delegated Assignment.

This scenario gives one example of how you can dynamically assign candidates. You might use this feature differently, depending on your business model.

For this scenario, candidates are assigned to an activity based on the information provided in the following table. The numbers at the start of the table correspond to the numbered list following the table.

1 Asset Team Member	Type	2 Account Team Member	Type	3 Service Region	4 Skills
Employee 1	Primary	Employee 3	Primary	Employee 1	ENU
Employee 2	Secondary	Employee 6	Secondary	Employee 2	FRA
Employee 3	Tertiary	Employee 2	Tertiary	Employee 3	Not applicable
Employee 4	Tech Support	Employee 4	Tech Support	Employee 7	Not applicable
Employee 5	Never Send	Employee 7	Never Send	Employee 8	Not applicable

1. The activity has an asset team and each employee in that team has a type. All the employees in this team are eligible candidates for the activity. The employees are scored based on their type and the following assignment rules:

   • If Organization = Americas, then the primary score = 100.

   • If Organization = Europe, then the primary score = 50.

   Based on the rules and their type, assume that the asset team scores are:

   • Employee 1 = 100

   • Employee 2 = 75

   • Employee 3 = 50

   • Employee 4 = 25

   • Employee 5 = 0

2. The activity has an account team and each employee in that team has a type. All the employees in this team are eligible candidates for this activity. The employees are scored based on their type.

   The account team scores are:

   • Employee 3 = 80

   • Employee 6 = 60

   • Employee 2 = 30

   • Employee 4 = 10

   • Employee 7 = 0

3. The activity has a service region, and the service region has employees. All employees are eligible candidates for skill matching. You match activity skills and employee skills, but you can specify other matching criteria as well.

   • Employee 1 = 100

   • Employee 2 = 150

   • Employee 3 = 75

   • Employee 7 = 200

   • Employee 8 = 25

4. This step determines the final list of candidates for this activity. This list is the union of the employees from all previous three lists, and employee scores are added if they exist in more than one list.

   The final list of candidates for this activity with their corresponding scores is:

   • Employee 1 = 200 (100 + 100)

   • Employee 2 = 255 (75 + 30 + 150)

   • Employee 3 = 205 (50 + 80 + 75)

   • Employee 4 = 35 (25 + 10)

   • Employee 5 = 0

   • Employee 6 = 60

   • Employee 7 = 200 (0 + 200)

   • Employee 8 = 25

All employees with a passing score pass the rule. In this example, if the minimum score for the rule is 200, then Employee 1, 2, 3, and 7 pass and Employee 2 is set as the primary because that employee has the highest score.