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.
The following table 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.
Multitier Mode |
Description |
Independent |
Assigns people and organizations that qualify,
regardless of whether they are related or not. |
Person-Oriented |
Assigns people that qualify, then assigns
only qualified organizations that the assigned people belong to. |
Organization-Oriented |
Assigns organizations that qualify, then
assigns qualified people from those organizations. |
Organization and Person-Oriented |
Identifies qualified people and organizations,
then assigns only those that have both a qualified person and related
qualified organization. |
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, then 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
Start Siebel Tools.
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 multitiered assignment.
Tip: If Workflow Policy Object is not visible in the Object Explorer,
then you can enable it by selecting View, then Options, then Object
Explorer in the Development Tools Options dialog box.
In the Object Explorer, select Assignment Object.
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 that the project for the object is locked.
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.