Table 6. Application Administration Tasks
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You (May) Need to Perform |
For More Information, See |
Use any base application (for example, Siebel Sales or Siebel Call Center) |
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Ongoing administration tasks. |
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Control access to views or data |
Establish a strategy for controlling access to views and data:
- Establish the business environment (such as organizations, divisions, territories)
- Add employees
- Assign responsibilities to employees
|
Security Guide for Siebel eBusiness Applications |
Launch a global deployment |
Locale and language administration tasks. |
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Account administration tasks: Set up global account hierarchies. |
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Use Application Services Interfaces (ASIs) for accounts, contacts, or households |
Set up Web services and activate workflows for the ASIs. |
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Create catalogs for data, including products |
Create catalogs for products, literature, solutions and auctions. |
Siebel eSales Administration Guide |
Use Presentations, Proposals, and Correspondence functionality |
Set up the Siebel Document Server, and create templates. |
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Manage content with Content Center |
Set up a staging environment, set up content objects and workflows, and set up content types. |
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Microsite administration tasks. |
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Use the calendar to set up resources, such as conference rooms, equipment, and projectors |
Calendar administration tasks. |
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Use Assignment Manager to automatically assign tasks to appropriate users |
Create skills and other criteria. |
Siebel Assignment Manager Administration Guide |
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Marketing administration tasks. |
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Manage lists of contacts and prospects |
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Use Competency Management System |
Skills and competencies administration tasks Note: These are different skills than those used by Assignment Manager. |
Siebel Employee Relationship Management Administration Guide |
Use Time Sheets and Expense Reports |
Time Sheet and Expense Report setup tasks, such as creating work types. |
Siebel Professional Services Automation Guide |
Manage Service schedules, Service Assets, Warranties |
Service administration tasks. |
Siebel Field Service Guide |
Manage quotas and employee or partner incentive compensation |
Incentive compensation administration tasks. |
Siebel Incentive Compensation Administration Guide |
Manage orders and the order process |
Order administration tasks. |
Siebel Order Management Guide |