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Monitoring Infrastructure, Equipment, and Usage


End users can record and monitor the infrastructure, equipment, and usage information for service customers.

NOTE:  End users can either view the usage detail information or add telecommunications-related infrastructure information through the Premises screen as well.

To view usage detail information

  1. Navigate to the Accounts screen.
  2. Select the account.
  3. Click the Usage Detail view tab.
  4. A list of services appears with usage history beneath it. The history displays period-by-period or monthly usage information about the account and service you selected.

  5. In the Usage Detail list, select the service.
  6. In the Usage History list, from the drop-down list, select the type of usage information you want to view.
  7. All options except Usage History and Usage Information display the information in charts.

To add installed or planned equipment

  1. Navigate to the Accounts screen.
  2. Select the account.
  3. Click the Equipment view tab.
  4. In the Equipment or Other Equipment list, add a record and complete the necessary fields.
  5. Use the Equipment list to record and view items supplied by your company and the Other Equipment list to record and view items supplied by other companies, including competitors and alliance partners.

    You can also use these lists to record information about the equipment your customers own or plan to acquire For instance, if your company offers digital service to high-end digital set-top boxes, you might record information about the premise equipment currently installed at a large apartment building or the future wiring needs of a developer.

    If you create separate service accounts for customers with multiple locations, you can associate installed and planned equipment for a location with its corresponding service account. If you use a single account to represent a customer with multiple locations, you should associate the installed and planned equipment for each of the customers' various locations with the one account for that customer.

    Some fields in the lists are described in the following table.

    Field
    Comments
    Install Date
    Date on which the equipment was installed, or the date on which the customer plans to purchase the equipment.
    Product
    Choices change dynamically depending on the type of equipment you select. Most of the other fields are populated automatically with data about the product you select.
    Type
    Links equipment to type of service available for that equipment.

To add telecommunications-related infrastructure

  1. Navigate to the Accounts screen.
  2. Select the account.
  3. Click the Infrastructure view tab.
  4. In the list, add a record and complete the necessary fields.
  5. Use this list to record information or attributes for the telecommunications-related infrastructure at the sites to which you provide services. This may be especially important at large industrial or commercial sites such as factories, warehouses, and office buildings.

    If you use multiple service accounts to represent a customer with multiple locations, you can associate infrastructure items at each location with its corresponding service account. If you use a single account to represent a customer with multiple locations, you should associate the infrastructure items at all the customer's locations with the one account for that customer.

    Some fields in the list are described in the following table.

    Field
    Comments
    Attribute
    Values change dynamically with your selection in the Service Type field.
    Owner
    Owner of the infrastructure item.
    Value
    Specific information about the data in the Attribute field.


 Siebel eCommunications Guide 
 Published: 23 June 2003