Siebel Public Sector Guide

What's New in This Release

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Overview of Siebel Public Sector

About Siebel Public Sector

Key Features of Siebel Public Sector

About Case Management

Reports and Analytics for Siebel Public Sector

Accessibility and Public Sector

Portal for Siebel Public Sector

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Getting Started with Siebel Public Sector

Administrator Setup Tasks for Siebel Public Sector

Adding an Image to the Public Sector Home Page

Activating Public Sector Workflows

Assignment Manager and Siebel Public Sector

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Setting Up Cases

About Location Tracking

About Serialization Rules

Process of Setting Up Cases

Adding New Serialization Rules

Viewing Serialization Configuration in Tools

Creating Serialization Rule Records

Example 1 of Configuring Serialization

Example 2 of Configuring Serialization

Disabling Automatic Serialization

Adding Serial Number Buttons to the User Interface

Disabling Serial Number Buttons

Setting Up Approval Templates

Creating Case Approval Templates

Creating Lead Approval Templates

Defining Locations

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Managing Investigative Cases

Scenarios for Investigative Case Management

About Tracking Evidence for Cases

Process of Managing Investigative Cases

Creating an Incident Report

Creating Incident Records

Adding Activities Related to Incidents

Adding Items of Evidence to Incidents

Adding Lead Information to Incidents

Adding Offense, Victim, and Arrest Information to Incidents

Adding Attachments and Notes to Incidents

Adding Asset Information to Incidents

Adding Circumstantial Information to Incidents

Adding Subjects Information to Incidents

Adding Contact Information to Incidents

Adding Service Request Information to Incidents

Adding Cases to Incidents

Adding Account Information to Incidents

Adding Group and Group Suspect Information to Incidents

Escalating an Incident to a Case for Investigation

Developing Cases for Investigation

Creating Case Records

Adding Case Details and Scheduling Follow-Up Activities

Tracking Case Status

Closing and Reopening a Case

Managing the Case Calendar and Activities

Adding Attachments and Notes to Cases

Adding Literature to Cases

Adding Contact Information to Cases

Adding Addresses to Cases

Reviewing Approvers for a Case

Submitting Cases for Approval

Recording Lead Information

Creating Lead Records

Adding Lead Details and Scheduling Follow-Up Activities

Submitting Leads for Approval

Tracking Evidence Items

Creating Evidence Records

Adding Evidence Details and Scheduling Follow-Up Activities

Creating Evidence Items from Assets

Copying Cases, Evidence and Leads

Approving Cases and Leads Using the Inbox

Generating New Serial Numbers for Cases, Leads, and Evidence

Creating Group Suspect Profiles for an Investigation

Adding Suspect Details and Scheduling Follow-Up Activities

Creating Group Profiles for an Investigation

Adding Details to a Group Profile

Creating Accounts and Contacts for Sharing Case Information

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Managing Benefits Cases

Scenarios for Managing Benefit Cases

Process of Managing Benefits Cases

Receiving a Benefits Request

Creating a Case File During the Intake Process

Calculating Benefits Eligibility

Using Siebel SmartScript to Gather Benefits Assessment Information

Using eAdvisor to Manage a Benefits Eligibility Assessment

Assessment of Benefits Using Templates and Activities

Reviewing Benefits Case Details

Referring Cases to Third-Party Providers

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Managing Health Threats and Response

Scenario for Health Threat and Response Management

Process of Managing Public Health Cases

Creating a Disease Record

Developing Disease Details

Managing Disease Response Inventory

Managing Calls on Suspected Health Threats

Searching for Information on Health Topics

Creating and Modifying Health Topic Content

Contributing to and Approving Content for Health Topics

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Managing Tax Cases

Scenarios for Tax Case Management

About Working with Tax Case Files

Adding Tax Case Attachments and Notes

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Managing Immigration Contacts

Scenario for Managing Immigration Contacts and Identities

Process of Managing Immigration Contacts

Administering Immigration Contact Records

Configuring the Immigration Contacts Screen

Managing Visitor Stays

Adding a Contact Identity Record (End User)

Adding Immigration Contact Details (End User)

Documenting Immigration Contact Credentials (End User)

Documenting Identity History (End User)

Creating Stay Records (End User)

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Public Sector Responsibilities and Views

Public Sector Responsibilities

PS Investigative Case Management

PS Incident Management

PS Threat and Response Management

PS Benefits Case Management

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