Bookshelf v7.5: Managing a Company Coverage Team

Siebel eFinance Guide > Companies > End-User Procedures >

Managing a Company Coverage Team

A coverage team is the group of employees that are assigned to manage the relationship with a given company. The coverage team for a company is defined as all users who have access to the company in the My Companies view.

NOTE: Similar coverage team functionality is also available for contacts. You can use the Contact Coverage Team view (Contacts > Coverage Team) to manage the contact coverage team.

End users can use the company coverage team functionality available in Siebel eFinance to:

Record and display employees covering a company within a single company record
Specify and review the nature of the employee's relationship with each covered company, defined as the Coverage Role and Attributes list

To add a member to a coverage team

Navigate to the Companies screen.
From the Show drop-down list, select My Companies.
In the Companies list, select a company.
Click the Coverage Team view tab.
In the Coverage Team list, add a record.
In the Add Employees dialog box, select an employee and click OK.
If known, select the employee's coverage role using the drop-down list in the Coverage Role field.
NOTE: The Siebel administrator maintains the Coverage Role LOV in the List of Values screen under the Type field value type FINS_COVERAGE_ROLE_TYPE. To access the List of Values screen select View > Site Map > Application Administration > List of Values.

If desired, use the Categories and Securities list to select values defining the coverage relationship between the employee and the company; you can select one or more attributes.
The application adds the employee to the coverage team with a defined relationship. The company will appear in the employee's My Companies view.

End users can create coverage team activities. For more information, see Viewing Company Coverage Team Activities.

Siebel eFinance Guide
Published: 20 October 2003