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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 About Multitiered Assignment and Scenarios for Using Multitiered Assignment with Sales Assignment Rules.

To configure an assignment 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 then 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
   • Person-oriented