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Configuring Assignment Objects for Multitiered Assignment

By default, Siebel Assignment Manager independently matches people and organizations to assignment objects. Activating Assignment Manager to use multitiered assignment, however, allows assignments based on the relationship between a person and their organization or an organization and its people.

NOTE:  Without multitiered assignment (or appropriate assignment rules) it is possible for Assignment Manager to assign an unrelated organization or person to an assignment object.

Table 55 shows the multitiered assignment modes.

NOTE:  Multitiered filtering (employed in multitiered assignment) does not decide who ultimately is assigned, or who is made the primary assignee. Multitiered assignment filters organizations or people who cannot be assigned, and in the process identifies the organizations or people who can be assigned. Assignment is then decided by which organization or person has the highest score.

NOTE:  Inconsistencies can occur when the Organization and Person-Oriented mode is used with assignment rules that use the One, Best Fit assignee filter. The One, Best Fit assignee filter assigns only the highest-scoring position or organization. If the highest-scoring position does not have a qualifying organization, or if the highest-scoring organization does not have a qualifying position, the object remains unassigned, even if a lower-scoring position and its related organization both qualify for the assignment rule.

CAUTION:  Use caution when the Person-Oriented, Organization-Oriented, and Organization and Person-Oriented modes are used with assignment rules that use a combination of assignee and multitiered filters, because inconsistencies can occur. Potential problems can occur with either organization or position not being assigned when you are using One, Random and One, Best fit assignee filters with the Person-Oriented, Organization-Oriented, and Organization and Person-Oriented modes. Problems can occur because, based on the assignment methodology, the assignee filter is applied first independently to both the Position and Organization candidates. Then, the resulting Positions and Organizations that pass are further filtered through the multitiered filter, which might or might not produce a match between Position and Organization for Person-Oriented, Organization-Oriented, and Organization and Person-Oriented modes.

You use Siebel Tools to activate multitiered assignment by setting the Assignment Mode property for an assignment object.

NOTE:  Do not configure multitiered assignment to assign people and corresponding organizations when running interactive assignment. The reason for this is that, when using interactive assignment, you manually choose assignees and only the person or the organization candidates are shown, not both.

To configure an assignment object for multitiered assignment

1. Start Siebel Tools.
2. In the Object Explorer, expand Workflow Policy Object, and in the Workflow Policy Objects list, query for the assignment object for which you want to enable mutitiered assignment.

3. In the Object Explorer, select Assignment Object.
4. Lock the project for the assignment object by choosing Tools, then Lock Project (or Alt+L).

   The pencil icon appears in the W field to indicate the project for the object is locked.

5. For the assignment object, change the Assignment Mode property to the multitiered assignment mode operation of interest.

   Choices are: Independent, Org & Person-oriented, Organization-oriented, and Person-oriented.