Essentials (Siebel 7.
7)
Module 46: Creating
Assignment Rules
Module Objectives
After completing this module you will be able to:
Create assignment rules
Test assignment rules
Why you need to know:
Assignment Manager uses rules to assign data to
candidates
Module 46: Creating Assignment Rules 2 of 20
0/4
Assigning Data by Sales Territory
Design Assignment Rule
Create Rules
Define Criteria
Specify Candidates
Module 46: Creating Assignment Rules 3 of 20
1/4
Design Assignment Rule
Design the criteria that represent each territory
Identify the candidates who to be assigned data within each
territory
Rule: Western Opportunities Rule: Eastern Opportunities
Object: Opportunities Object: Opportunities
Criteria: Account State = CA Criteria: Account State = MA
Candidates: Candidates:
Sales Rep – West Sales Rep – East
Sales Organization Sales Organization
Module 46: Creating Assignment Rules 4 of 20
2/4
Create Rules
Navigate to Site Map > Administration – Assignment >
Assignment Rules List
Select the Assignment Object(s) to be assigned by this rule
Set Person Candidate Source to "From Rule“
Add your rule to a rule group
Every rule must belong to one and only one rule group
For implementations that do not utilize rule groups, all rules can be
in the Default Rule Group
Module 46: Creating Assignment Rules 5 of 20
3/4
Define Criteria
Drill down on the rule to add Criteria
There are many predefined Assignment Criteria
Select the Rule Criteria to be used to assign data
Select the Comparison Method to specify what the criteria are
being compared to
Specify the values against which things are being compared
Module 46: Creating Assignment Rules 6 of 20
4/4
Specify Candidates
Select the Position Candidates view to specify the positions to
be assigned if the rule passes
If organizations are to be assigned by your rule, specify them in
the Organization Candidates view
Module 46: Creating Assignment Rules 7 of 20
0/5
Assigning Data by Skill
Design the Assignment Rule
Create Rules
Define Criteria
Specify Candidates
Associate Skills to Candidates
Module 46: Creating Assignment Rules 8 of 20
1/5
Design the Assignment Rule
Design the criteria to be used to match candidates to data
Specify the candidates for Assignment Manager to consider
Rule: Assign Service Requests
Object: Service Request
Criteria: Product
Candidate: All People
Module 46: Creating Assignment Rules 9 of 20
2/5
Create Rules
Select the Assignment Object(s) to be assigned by this rule
Set Person Candidate Source to "All People“
Add rule to a rule group
Module 46: Creating Assignment Rules 10 of 20
3/5
Define Criteria
Drill down on the rule to add Criteria
There are many predefined Assignment Criteria
Select the Rule Criterion to be used to assign data
Select the Comparison Method to specify what the criterion is
being compared to
Module 46: Creating Assignment Rules 11 of 20
4/5
Specify Candidates
When the Person Candidate Source is set to "All People",
everyone is a candidate
Instead of specifying a list of candidates for the rule
Assignment Manager uses Compare Object to Person and
Compare to Person criteria to assign data to skilled candidate(s)
Leave Position
Candidates
empty
Module 46: Creating Assignment Rules 12 of 20
5/5
Associate Skills to Candidates
Skills define what types of data should be assigned to each
candidate
Navigate to Site Map > Administration - User > Employees >
Assignment Skills
Module 46: Creating Assignment Rules 13 of 20
0/4
Testing Assignment Rules
1. Configure Assignment Event Logging
2. Release Assignment Rules
3. Run Batch Assignment
4. Inspect Assignment Log Files
Module 46: Creating Assignment Rules 14 of 20
1/4
Configure Assignment Event Logging
Event Logging is used as an aid in debugging assignment rules
Set log levels for Object Assignment and Rules Evaluation
Log levels range from 0 to 5; 5 provides the most detailed information
A log level of 4 provides good details for testing
Module 46: Creating Assignment Rules 15 of 20
2/4
Release Assignment Rules
Release the rules once they are defined
Click the Release button to refresh the list of rules used by
Assignment Manager
Assignment Manager acts on activated released rules
Rules are considered inactive if they have an expiration prior to, or
an activation after, the current time
If you modify rules, you must release them again All of these
rules are
active
Module 46: Creating Assignment Rules 16 of 20
3/4
Run Batch Assignment
Navigate to Administration – Server Management > Jobs
Create a Batch Assignment job
Specify the Assignment Object Name, for example: Account
Module 46: Creating Assignment Rules 17 of 20
4/4
Inspect Assignment Log Files
Log files are located in the Siebel Server log directory
Generated after Batch Assignment is started
Detailed log files provide valuable information
Rule
criteria
Candidates
If criteria
passes
evaluation,
object is
assigned
Module 46: Creating Assignment Rules 18 of 20
Summary
This module showed you how to:
Create assignment rules
Test assignment rules
Module 46: Creating Assignment Rules 19 of 20
Lab
In the lab you will:
Create Assignment Rules
Test Assignment Rules by running Batch Assignment
Module 46: Creating Assignment Rules 20 of 20
