Summary of Assignment Manager Customization Tasks

The following table summarizes the Assignment Manager customization tasks and where you can find more information.

Task

For More Information, See …

Define assignment rules

Process of Defining Assignment Rules

Match attributes of an assignment object with attributes of candidates

Defining workload distribution rules to balance work among the candidates

Define how attributes are matched

Assignment Rule Administration

Define how assignment rules are matched using rule groups and rule sequencing

Define how candidates are assigned based on person and organization relationships using multitiered assignment

Configuring Assignment Objects for Multitiered Assignment

Create and configure your own entities

Run Assignment Manager in different operating modes to process assignments

Running Siebel Assignment Manager

Running what-if analysis on possible assignments before making actual assignments

About Running Assignment Manager in Reporting Mode

Define which servers are used to run selected groups of rules

How Siebel Assignment Manager Uses Server Key Mappings to Load Rules to a Particular Siebel Server

Delegate the task of creating business logic through rules and criteria to others

Delegated Assignment

Check availability before assigning employees to objects

Availability-Based Assignment