Bookshelf Home | Contents | Index | Search | PDF

Siebel Life Sciences Guide > Tracking Time Off Territory >

Configuring Time Off Territory

---

Most of the procedures in Siebel Time Off Territory are end-user related. However, the Siebel administrator may want to:

Create an approval process and develop alerts so that managers will be notified when sales representatives submit Time Off Territory records. For more information, see the message broadcasting chapter in Applications Administration Guide.
Enter additional selections to the Reason drop-down list. For more information, see Applications Administration Guide.

To minimize the volume of data that is routed to the manager's remote client, Time Off Territory records that are created by remote users are visible to their managers only when they are connected to the server. If the Time Off Territory records of a manager's team need to be routed to the remote client, the following steps must be followed, with assistance from your Siebel representative.

To amend routing rules for Time Off Territory records

As a precaution, create a backup of the database.
From the application-level menu, choose Start > Programs > Siebel ePharma application and right-click on Properties.

You can also access Properties by right-clicking the Siebel ePharma application icon on your desktop.

On the Properties dialog box, in the Target field add the following after epharma.cfg: /editseeddata.

Be sure to include a space after epharma.cfg

Launch the application and log in as Sadmin.
From the application-level menu, choose View > Site Map > Siebel Remote Administration > Routing Models.
In the Routing Models form, query for MOBILE.CLIENT-STANDARD in the Name field.
In the Routing Rules Excluded list, query for Activity in the Dock Object Name field and Sea-11 or EmpMgr:S_EVT_ACT.PERFRM_BY_PER_ID in the Name field.

The query returns two records.

Stop the Siebel Server.
Create a new database template by running the Generate New Database server task.
Re-extract for the remote users who are affected by this change.

Bookshelf Home | Contents | Index | Search | PDF