Siebel HelpDesk Guide


What's New in This Release


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Getting Started

Administrator Setup Tasks

Configuring Siebel HelpDesk for GUESTERM User


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Setting Up HelpDesk

Siebel HelpDesk and Support Organizations

Siebel HelpDesk Administrator Resources

Scenario for Siebel HelpDesk

Process of Setting Up Siebel HelpDesk

Setting Up Siebel HelpDesk Responsibilities

Setting Up Siebel Knowledge Base for HelpDesk

Working with the HelpDesk Solutions Database

Enabling Service Level Management

Setting Up Links on the Service Request Home Page


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IT Service Management Solution Set

About IT Service Management Solution Set

Scenario for IT Service Management Solution Set

Process for IT Service Management Solution Set

Incident Management

Adding Incident Records

Investigating and Diagnosing Incident Records

Resolution and Recovery of Incident Records

Problem Identification and Management

Adding Problem Records

Investigating and Diagnosing Problem Records

Change Management

Change Management Roles

Adding Request for Change Records

Recording Request for Change Records Details

Adding Request for Change Record Users

Adding Request for Change Record Approvers

Approving Request for Change Records

Adding Approval Lists

Change Approval Access

Adding Notes to Request for Change Records

Scheduling Request for Change Records

Adding Tasks to Request for Change Records

Adding Activities to Request for Change Records

Submitting Request for Change Records for Approval

Recalling Approved Request for Change Records

Closing Related Incident and Problems Records

Managing Known Errors

Adding Known Errors

Assessing Errors

Adding and Closing Error Resolutions

Creating and Releasing Products

Creating Attribute Classes

Creating Attribute Definitions

Creating an Asset

Associating Backup or Dependent Assets with a Primary Asset

Viewing Assets in the Database

Adding Assets to Request for Change Records

Service Level Management (SLM)

Using Service Level Management (SLM)

Creating Service Level Agreements

Setting Urgency and Impact Fields for Incident Records


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Setting Up Employee Self-Service

Scenario for Employee Self-Service

Process of Setting Up Employee Self-Service

About Creating Employee Self-Service Forms

Importing a Preconfigured Employee Self-Service Form

Customizing a Preconfigured Self-Service Form

Designing Employee Self-Service Requestor Forms

Preventing Duplicate Record Creation

Populating a Field in a Form

Creating an Employee Self-Service Summary Form

Linking Self-Service Forms to the Inbox

Linking ESS Forms, Literature, and Solutions to Employee Directory

Associating ESS Forms with Employee Directory

Releasing and Testing Employee Self-Service Forms

Accessing and Submitting Self-Service Forms


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Setting Up Siebel Projects for HelpDesk

Project Collaboration Management

Scenario for Siebel Projects

Process of Setting Up Siebel Projects

Project Activity Templates and Activities

Virtual Collaboration and the Project Center

Project Summary and Project Center Pages

Browsing Projects (End User)

Creating Projects (End User)

Adding Project Team Members (End User)

Creating a Project Activity Plan (End User)

Adding a Description to the Project Summary (End User)

Updating and Tracking Project Information (End User)

Adding Graphics to Project Summary Pages (End User)

Adding News Content to a Project (End User)


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Siebel HelpDesk Connector for Oracle Enterprise Manager

About the Siebel HelpDesk Connector

Web Services for the Siebel HelpDesk Connector

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Siebel HelpDesk Guide Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Legal Notices.