Siebel Assignment Manager is a guidelines engine that allows sales and service organizations to assign the most qualified people to specific tasks. Task Administrator accomplishes this function by corresponding candidates to predefined and user-configurable assignment objects. To assign the most competent candidate to each thing, Assignment Manager can be applied assignment guidelines that you specify. For you yourself to define assignment rules, you select:
Things to which each task rule applies
Rule Groups to which each project rule applies (optional)
Criteria for each assignment rule
Values for every single assignment criteria
Skills to match assignment rules, items, organizations, employees, and positions
Scores for every assignment rule, criteria, and value
Applicants that are obtained using the project rule
Workload rules to balance work across your organization
Terminology of Project Manager:
Assignment Object: In Siebel Task Thing is repository Data type which is need to be assigned. Based on Assignment Rule Project Manager finds the suitable candidate. Several predefined assignment things are available for use by Project Manager for the most commonly used business entities in Siebel Business Applications. A number of the predefined assignment items are:
- Advertising campaign Contact
- Order (Sales Credit Task)
- Product Defect
- Task Team
- Service Request
Assignment Guideline: In Siebel Task Manager, an assignment rule is a collection of logical business restrictions. Each assignment rule has an activation and an expiration time frame that you can use to denote a variety of times for when the guideline should be lively. If you designate an activation night out no expiration night out, the guideline is effective from the night out denoted by the activation night out onwards. In the event that you identify an expiration particular date and no activation time frame, the guideline is active before night out denoted by the expiration date. If you don't specify neither the activation date nor the expiration night out, the rule is often active.
Assignment Conditions: In Siebel Project Manager, assignment standards enforce business conditions when applied to assignment guidelines. An assignment rule can have one or more assignment criteria. FOR EVERY criterion specific values can be given if required.
Running setting of Assignment Supervisor:
Batch Mode--Use batch assignment to assign multiple documents of an object within a batch. Typically, you want to perform batch jobs routinely when you predict the least amount of data source activity (such as daily or each week after-hours).
Dynamic Mode--Dynamic assignment is especially useful in a deployment where users and server programs make recurrent changes to the task object information (such as service requests and activities) because energetic assignment can automatically determine the changes and assign the objects to the appropriate people and organizations.
Interactive Mode--Running Task Supervisor in interactive mode allows customers to make real-time projects. End users can review a set of potential assignees produced by Assignment Manager, then choose and verify, or override the assignment from the generated potential prospect list.
Creating Assignment Rule (Considering Service Need as Assignment Subject)
Goto SiteMap->Admin Assignment
DrillDown on Guideline Group List
Create a new Record
Parent Guideline Group
Date(From when guideline group should be Energetic)
Date(Following this Date rule group should be expired)
Drilldown on Rule Group Name
Create Assignment Rule in Rule List Applet
SR Assignment Rule
For Subject to be Assigned, Create a fresh record in PickApplet and choose an Object.
Fill Other fields
Date(From when rule should be Active)
Date(Following this Date rule should be expired)
Drill Down on Assignment Rule, Load the Candidate Details on the basis of requirement.
All, Above Minimum
Use assignees with an project score greater than or add up to the task rule's candidate passing score. Assigns a number of assignees.
All, Must Assign
Same as the All, Above Minimum value, except that the highest-scoring prospect is a potential assignee even if all applicants fail to meet the candidate passing score. Assigns one or more assignees.
One, Best Fit
Use the highest rating assignee with an task score greater than or add up to the candidate moving score. Assigns one assignee.
Choose a random assignee whose report is greater than or add up to the candidate passing score required for this assignment rule. Assigns one assignee.
NOTE: If you do not use scores, the candidate transferring credit score on the task rule and everything qualifying candidate results are cured as zero. Therefore, every qualifying candidate (every prospect that goes by all required standards) is assigned depending on assignee filtration.
The assignee filter determines how candidates are assessed as potential assignees to the thing.
From Rule. To assign the things only to candidate (positions and employees) identified in the guideline.
All People. Checks Task Skills of the entire prospect (positions and employees)
Teams. The person dynamic candidate teams you identify in Siebel Tools (the value of the Team Type property in the Active Candidate subject) come in the Person Applicants Source set of worth (LOV) field in the project rule.
From Rule. To assign the objects only to candidate (Company) described in the rule.
All People. Inspections Task Skills of the entire candidate (Business).
Teams. The business dynamic candidate teams you specify in Siebel Tools appear in the Organization Prospects Source list of ideals (LOV) field in the project rule.
If check then Project Manager checks the employees availability by looking at it's calander.
Goto Project Rule
DrillDown on the Guideline Name
In Criteria tab, Create a fresh record
Service Request Type
Comparison Method:Task Manager uses standards comparison methods to qualify items or prospects, or both, foran project rule
Criteria values are compared with object's feature.
Compares criteria values to skills of person individuals (employees or positions). Person applicants that possess the abilities required by the criterion qualify for this criterion.
Object's attribute is compared with Project Skills of the candidates (employees or positions), Subject is assigned to 1 individuals (employees or positions).
Compares criteria beliefs to skills of Organization candidates. Organization prospects that possess the abilities required by the criterion qualify for this criterion.
Object's attribute is weighed against Assignment Skills of the business candidates, Object is assigned to one organization prospects.
Attribute value must match at least criteria value
Attribute value must match all requirements value
Include All Matching
All Attribute value must match corresponding criteria value
Attribute value should exclude all criteria value
5. Enter into the standards value by creating new record.
Goto Staff candidate
Add database users by creating new record.
Workload distribution is a special requirements type that amounts the load between individuals. You create workload syndication by adding workload rules in the Project Workload view for employees and positions, or the Task Business Workload view for organizations. Workload distribution is generally used with service projects.
Goto Workload Distribution Guideline view.
Create a fresh record
Provide the problem for workload
Service Demand Status
Add this Workload circulation rule to Task Rule.
Goto Task Rule
Drilldown on Guideline Name-> Goto Workload Circulation tab
Create a fresh record.
Select workload circulation rule
Give a value for Maximum Workload Eg. 100.
Give Rating value if required.
Running Assignment Supervisor (Batch Method):
Goto Admin-Server Management-> Jobs
Create a new record with following details
Give the Component Name "Batch Assignment"
Make the job repeating giving following details
Enter the next job parameter.
Assignment Object Name
Object Where Clause
where SR_STAT_ID = 'Open' AND OWNER_EMP_ID IS NULL
Submit the JOB.
They are the potential assignee for assignment object. Very much like Static Candidate. These are the group of members that Assignment Administrator works.
Dynamic Prospect mainly works for 'Compare Thing to Person'. This of two types,
Single Owner Type: Only 1 applicant will be associated with Assignment Object.
Multiple Owner Type: Multiple People Will be associated with Project Object.
For Configuring Dynamic Candidate, It really is need to be configured from Tool part.
The advantage of Dynamic Prospect is to reduce the set of members for assignment.
Login into Siebel Tools.
Query for "Service Request" in workflow plan.
Goto 'Service Question' Assignment Subject.
Goto Dynamic Candidate, Configure this relating to pursuing data.
Compile 'Service Request' Workflow Policy.
Case Research of Assignment Manager:
Requirement --Ж Service Submission created under Accounts should be given to a prospect based on following items:
Service Question Type(KIND OF Service Submission)
Employee Group(SR circle and employee group should be same)
Service Request Shift Details(SR Creation time should be within staff working hour)
Market Portion(Market Segment kind of Account)
Service Get should assign to limited users.
We have a option of limited no of users, i. e. the value in Person prospect source should be "From Rule"
For Assignee filtration we are using "All, Above Minimum" because we aren't using ratings.
We have added two employees in Employee Candidate.
We have Added Workload syndication guideline, having maximum weight 100.
We are Using "Compare to Thing", Because Criteria prices are being weighed against Object attribute.
Inclusion method is "Include" because only one value of thing attribute is there to match with Assignment requirements value.
Steps to produce EBC.
Log in to Tool
Goto Document -> New Thing (New Thing Wizard)
Select 'External Stand Schema Import'
Enter THE NEXT Details
Any locked Project
If importing from DDL document then use 'DDL/Analytics', in any other case use 'ODBC'
Any three arbitrary digit
After giving these details press 'Next'.
Select a data source which includes ODBC accessibility.
Give the name of desk owner. Eg. 'STAGING'
Goto Next step.
Select the stand you want to create the schema of & goto next step.
Provide the run time data source. As mentioned in TNS accessibility.
Finish the wizard. This wizard will generate external desk schema.
To check this data source make following entries in cfg record.
UWUATDB = UWUATDB
Docked = FALSE
ConnectString = UWUATDB
TableOwner = STAGING
DSUsername = STAGING
DSPassword = STAGING
DLL = sscdo90. dll
SqlStyle = OracleCBO
Create an enterprise component predicated on this stand and mentioned the Data Source name for the BC.