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Siebel Training Guide
What's New in This Release
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Getting Started with Siebel Training
Siebel Training Installation and Configuration Overview
Administrator Setup Tasks
Setting Up Automatic Training Notification Messages
Verifying and Activating Training Workflow Processes
Configuring Workflow Policies for Training Email Notification
Setting System Preferences for Calendar Activities
Configuring the Email Driver and Notification Templates for Training
Customizing the Training User Interface
Navigating to Training Administration Screens
Setting Up a Delegated Training Administrator
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Setting up Training Regions and Locations
Process of Defining Training Regions and Locations
Defining Regions
Creating a Hierarchy of Regions
Defining Training Locations
Defining Classroom Characteristics and Resources
Specifying Hotels Located Near a Training Location
Adding Links to a Training Location
Assigning a Class to a Training Location
Resolving Scheduling Conflicts at a Location
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Adding Materials to a Training Library
Process of Adding Materials to a Training Library
Adding Files or URLs to the Training Library
Changing the URL in a Training Library Record
Downloading a Training Library File
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Setting Up Training Courses
Process of Setting Up Training Courses
Example Process Flow for Setting Up Training Courses
Adding or Modifying a Training Course
Specifying Training Course Details
Specifying Training Course Topics
Specifying Training Course Objectives
Specifying Training Skills
Specifying Prerequisites and Related Courses
Listing Training Course Materials
Defining Course Launching Links
Enabling and Specifying Just-in-Time Training
Associating Categories with the Course
Creating Training Bundles
Training for Customers and Partners
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Setting Up Class Schedules and Sessions
Process of Setting Up Class Schedules and Sessions
Scheduling Classes
Adding and Modifying Class Details
Scheduling Class Sessions
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Importing an AICC or SCORM Course
About AICC and SCORM Standards
The AICC Specification and Siebel Training
The SCORM Specification and Siebel Training
Scenario for Importing an AICC or SCORM Course
Process of Importing an AICC or SCORM Course
Preparing for AICC and SCORM Course Import
API Adapter Cross-Server Security Issue
Lesson Content and Siebel Training on the Same Server
Lesson Content and Siebel Training on Different Servers
Importing an AICC Course into Siebel Training
Importing a Packaged SCORM Course into Siebel Training
Importing an Unpackaged SCORM Course into Siebel Training
AICC Course Launch Processes
SCORM Course Launch Process
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Setting Up a Training Curriculum
Process of Setting Up a Training Curriculum
Training Curriculum Elements
Adding a Training Curriculum
Specifying Training Curriculum Steps
Specifying Courses for the Training Curriculum Steps
Modifying Curriculum Records
Viewing and Adding Training Curriculum Enrollments
Specifying Training Curriculum Materials
Releasing a Curriculum to Training Users
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Creating and Modifying Skills Tests
About Creating Skills Tests and Test Questions
Process of Creating Skill Tests and Questions
Creating Training Test Questions and Answers
Creating and Verifying Training Question Pools
Creating Headers and Footers for Training Test Elements
Adding a Skills Test for Training
Specifying Skills Test Details
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Setting Up a Training and Curriculum Catalogs
Process of Setting Up a Training and Curriculum Catalogs
Creating a Training Catalog and Categories
Assigning Courses to Categories
Creating a Training Curriculum Catalog and Categories
Setting Catalog Visibility
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Managing Enrollments, Test Results, and Reports
Process of Working with Enrollments, Cancellations, Test Results, and Reports
Adding and Viewing Course Enrollments
Synchronizing Enrollment Status
Automating Waitlist Management
Setting Up Training Workflows
Setting Up Courses and Classes for Waitlist Management
Monitoring Class Enrollment
About Changing Enrollments and Monitoring Status
Viewing Enrollment Information for a Self-Paced Course
Viewing Enrollment Information for a Scheduled Class
Viewing All Course and Class Registration Information
Viewing All Curriculum Enrollments Information
Viewing Partner Enrollments
Registering Training Customers
Registering a Customer for a Self-Paced (CD-ROM or Web) Course
Registering a Customer for a Scheduled Class
Enrolling Groups for Self-Paced and Scheduled Classes
Enrolling Students (Delegated Administrator)
Canceling Training Enrollments
Manually Viewing Skills Tests
Manually Scoring Skills Tests Questions
Generating Training Reports
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Accessing the Training Site
Process of Accessing the Siebel Training Site
Logging in for Enterprise Application End Users
Siebel Training Web Site Login Methods
Browsing a Training Site Anonymously
Registering as a New User for Training
Logging in with an Established User ID and Password
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Finding and Viewing Training Information
About the Training Learning Center
Process of Finding Training on the Siebel Training Web Site
Finding Available Training
Accessing Just-in-Time Training
Finding Available Curriculum Paths
Reviewing the Steps for Each Curriculum
Finding Training Library Materials
Finding Training Materials for a Course or Curriculum
Browsing the Siebel Catalog
Assessing Skills and Development
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Course Registration, Withdrawal, and Completion
About Training Course or Class Registration
Process of Registration, Withdrawal, and Completing Courses
Registering for a Media-Based Course
Registering for a Scheduled Class
Submitting Third-Party Training Events for Manager Approval
Using the Siebel Catalog to Register for Training
Viewing My Training Enrollments Information
Launching a Web-Based Course
Enrolling in a Curriculum
Viewing Progress Within a Curriculum
Withdrawing from a Course, Class, or Curriculum
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Taking Tests, Tracking Progress, and Viewing Transcripts
Process of Taking Tests, Tracking Progress, and Viewing Transcripts
Taking a Skills Test
Reviewing Skills Test Results
Checking the Transcript
Assessing Training Progress of Employees
Creating Third-Party Training
Viewing and Approving Third-Party Training
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Siebel Training Workflow Processes
Postinstallation Workflow Process Tasks
Training Workflow Processes
Additional Workflow Processes
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Lists of Values (LOVs) for Training
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AICC and SCORM File Structure
CRS (Course File)
AU (Assignable Unit File)
DES (Descriptor File)
CST (Course Structure File)
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