Siebel Assignment Manager Administration Guide > Assignment Manager Configuration > Assignment Object Configuration >

Configuring Assignment Objects for Multitiered Assignment

Configuring assignment objects for multitiered assignment allows Assignment Manager to consider the relationship between people and organizations when determining the proper assignment. By default, Assignment Manager assigns people and organizations independently. Multitiered assignment runs in a variety of modes. For more information on multitiered assignment and the assignment modes, see Multitiered Assignment and Using Multitiered Assignment with Sales Assignment Rules.

To configure an object for multitiered assignment

  1. Start Siebel Tools.
  2. Lock the assignment object's project.
    1. In the Object Explorer, click the Types tab, and select Project.
    2. In the Projects window, select the appropriate project.
    3. Check the Locked field.
  3. In the Object Explorer, expand Workflow Policy Object and select the assignment object.
  4. For the assignment object, change the Assignment Mode field to the multitiered assignment mode operation of interest (choices are Independent, Org & Person-oriented, Organization-oriented, and Person-oriented) as shown in Figure 15.

Figure 15.  Selecting the Multitiered Mode

Click for full size image


 Siebel Assignment Manager Administration Guide 
 Published: 18 June 2003