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Siebel Life Sciences Guide > Objectives > End-User Procedures >
Reviewing Objectives
When end users navigate to the Objectives screen, the default filter used on the Objectives list is My Objectives. The availability of the other view, My Team's Objectives, can be limited by the user's responsibilities.
The remaining view tabs and fields visible to the end users in the Objectives screen are identical to those available to the administrator.
To review objectives
- Navigate to the Objectives screen or to Objectives > Explorer view.
- The default filter used on the Objectives view, and the additional filters available, depends on the end user's responsibilities. The filters available from the Show drop-down list are:
- All Objectives Across Organization
- All Objectives
- My Objectives
- My Team's Objectives
- From the Show drop-down list, select the appropriate filter:
- My Objectives: Objectives for which the user is assigned to the team
- My Team's Objectives: All Objectives within a manager's team, including their own
- All Objectives: If available, the list of Objectives for the default organization, such as department, business unit, or sales force
- All Objectives Across Organization: If available, the most comprehensive list of Objectives
- Use the view tabs to review recommended activities, target accounts, and other information about the objectives.
To request literature items when using a local database
- If you are using a local database and the document you want to view is unavailable, click the Request field in the Literature applet.
A dialog box appears and prompts, "Would you like to request this file from the server? It will be downloaded the next time you synchronize."
- Click Yes.
The next time you synchronize with the server, the requested file will be downloaded and available for viewing.
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Siebel Life Sciences Guide Published: 18 April 2003 |