Setting Up Siebel Field Service for Availability Assignment

Use the following procedure to set up the Siebel Field Service application for availability assignment.

To set up the Field Service application for availability assignment

1. Verify that a schedule exists with valid hours by navigating to the All Schedules view (Administration - Service screen, Schedules view).

   For this example, select the 12x5 Support schedule in the Schedules List, and click the Schedule Hours view tab. Make sure that the hours listed are valid. The following figure shows this view (the Schedule Hours view tab).

   
   
   

2. Set up a Service Region.

   Navigate to the Administration - Scheduling screen, and then the Service Regions view. For this example, select the California Service Region. In the Schedule field, select 12x5 Support.

3. Set up the parameter set for the Service Region.

   With California Service Region selected, navigate to the Parameters Sets view (in the Administration - Scheduling screen). For this example, select the West Coast Parameters used by the California Service Region, and then click the Parameters tab. Update the following parameter records:

   • ABS Days to Start = 0

   • ABS Days to End = 20

   • ABS Logging Level = 4

4. Set up server key mappings by navigating to the Server Key Mappings view in the Administration - Scheduling screen.

   For this example, create a new record and save it with the following field values:

   • Server = Siebel Server

   • Process # = 0

   • Service Region = California Service Region

   • Component = ApptBook

5. Associate employees to the service region by navigating to the Administration - User screen, and then the Employees view.

   For this example, select the West Coast Service Representative and the West Coast Service Manager and click the Field Service Details tab. Edit the Schedule and Service Region fields with 12x5 Support and California Service Region, respectively.

   Note: If service regions are modified or deleted, then you must release assignment rules to update the rulecache.dat file.

   After the Field Service application is configured, create the assignment rule that uses the assignment availability feature.