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Thursday, July 14, 2011

Siebel Assignment Manager Made Simple

A lot of times it is seen that peple struggle with the assignment manager setup in siebel. The truth is that you need to follow a sequence of steps and you are done.


The first thing you would do is to find your assignment object in tools. If it is there well and good elso you need to create one.


Next question to be answered is whom should the record created be assigned(associated to)


Position? Employee? Organization?


Once you have answers proceed like this


Log into siebel Tools and create


a. Workflow Policy Column
b. Assignment Object (If not present)
c. Workflow Policy Component
d. Workflow Policy Component Col
e. Assignment Attribute
f. Assignment Criteria

Note:-Compile the changes to srf; Assignment Objects modification does not need any compilation
Create Assignment Rule select comparison method and add skill and skill items to the Assignment Candidates.
Use the following truth table given in bookshelf 

Table 38. Server Administration Tasks After Configuring Assignment Manager
Configuration Process
Compile .srf File
Restart Assignment Manager
Regenerate Triggers
Restart Workflow Monitor Agent1
Add or inactivate assignment objects
Yes
Yes
Yes
Yes
Configure assignment objects
No
Yes
Yes
Yes
Add, configure, or inactivate assignment attributes
Yes
Yes
Yes
Yes
Configure assignment attribute columns
No
Yes
Yes
Yes
Add, configure, or inactivate assignment criteria
Yes
Yes
Yes
Yes
Add, configure, or inactivate assignment criteria attributes
Yes
Yes
Yes
Yes
Activate, inactivate, or modify assignment policies
No
No
Yes
Yes

Use the following BS (Business Service) to trigger Assignment
BS:             Synchronous Assignment Manager Requests
Method:       Assign
Arg1:          AsgnObjName
Arg2:          ObjRowId (Row Id of record to be assigned)

This the simplest outline for assignment manager.Ofcourse you can always deep dive into the intrices of each object. Stay happy stay tuned

1 comment:

Aparna said...

Thanks Premjit,this post helped alot to understand assignment manager.