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46ESS - Creating Assignment Rules

This document discusses creating and testing assignment rules in Siebel 7.7. It describes designing rules with criteria to assign data based on territories, skills, or other attributes. Rules are created, criteria defined, and candidates specified. Rules can then be released, tested by running batch assignment, and the log files inspected to debug rules. The overall goal is to use assignment rules to automatically assign data to the appropriate people or groups.

Uploaded by

AkhamiePatrickOshioke
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
27 views

46ESS - Creating Assignment Rules

This document discusses creating and testing assignment rules in Siebel 7.7. It describes designing rules with criteria to assign data based on territories, skills, or other attributes. Rules are created, criteria defined, and candidates specified. Rules can then be released, tested by running batch assignment, and the log files inspected to debug rules. The overall goal is to use assignment rules to automatically assign data to the appropriate people or groups.

Uploaded by

AkhamiePatrickOshioke
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PPT, PDF, TXT or read online on Scribd
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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

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Assigning Data by Sales Territory

Design Assignment Rule

Create Rules

Define Criteria

Specify Candidates

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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

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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

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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

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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

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Assigning Data by Skill

Design the Assignment Rule

Create Rules

Define Criteria

Specify Candidates

Associate Skills to Candidates

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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

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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

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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

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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
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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

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Testing Assignment Rules

1. Configure Assignment Event Logging

2. Release Assignment Rules

3. Run Batch Assignment

4. Inspect Assignment Log Files

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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

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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

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Run Batch Assignment


 Navigate to Administration – Server Management > Jobs
 Create a Batch Assignment job
 Specify the Assignment Object Name, for example: Account

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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
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Summary

This module showed you how to:


 Create assignment rules
 Test assignment rules

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Lab
 In the lab you will:
 Create Assignment Rules
 Test Assignment Rules by running Batch Assignment

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