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Siebel eInsurance Guide > Companies > Administrator Procedures >

Verifying Coverage Team Members

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If you are logged on as a Siebel administrator, you can search for companies that do not have any coverage team members.

Managers can add or delete the members of a company's coverage team if they are the existing primary team member, or the primary team member is one of their direct reports. If you are logged in as an administrator, you can change the primary team designate for any company in the Company Administration view (From the application-level menu, choose View > Site Map > Data Administration > Companies).

The procedures that follow involve making selections in the Coverage Team field. If the Coverage Team field does not appear in your installation, you may need to reveal it using the Columns Displayed dialog box.

NOTE:  Usually, Assignment Manager resolves problems with coverage teams and owner assignment automatically. For more information on Assignment Manager, see Siebel Assignment Manager Administration Guide.

To search for a company without any coverage team members

From the application-level menu, choose View > Site Map > Data Administration > Companies.
In the Companies list, define a New Query where the Coverage Team field equals IS NULL.

NOTE:  If the Coverage Team field does not appear, you may need to reveal it using the Columns Displayed dialog box.

Execute the query.

The query returns a list of all companies which do not have any coverage team members.

To add or delete members of the coverage team for a company

From the application-level menu, choose View > Site Map > Data Administration > Companies.
In the Companies list, select a company.
In the Company form, click the select button in the Coverage Team field.

The Coverage Team dialog box appears.

To add or delete coverage team members:
To add a member to the coverage team, click New, select an employee in the Coverage Team dialog box, and click OK.
To delete an employee from the team, select the employee in the list and click Delete.

To change the primary coverage team member for a company

From the application-level menu, choose View > Site Map > Data Administration > Companies.
In the Companies list, select a company.
In the Company form, click the select button in the Coverage Team field.

The Coverage Team dialog box appears.

Select the Primary field for the new primary coverage team member and click OK.

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