Siebel Field Service Guide > Siebel Advanced Contracts > Process of Managing Siebel Advanced Contracts >
Verifying Compliance (End User)
After adding conditions to the benefits, you can use a workflow to automatically evaluate compliance, or you can manually verify compliance. Use the Compliance list to track compliance to the conditions over time. This task is a step in Process of Managing Siebel Advanced Contracts. To manually verify compliance
- Navigate to the Agreements screen, then the List view.
- Drill down on the Name field for a selected agreement, and click the Entitlements view tab.
- Click the Benefits view tab.
- Select the entitlement, benefit, and condition to evaluate.
The Compliance list appears next to the Conditions list.
- In the Compliance list, create a new compliance record, and complete the fields as appropriate.
Some fields are described in the following table.
|
|
Verified |
Select the date that you verify compliance. This field is populated with the current date when you create a new record. |
Verified By |
Select the username of the employee who verifies compliance. This field is populated with your username. You can select a different name. |
Actual |
Type the actual value used to evaluate the condition. For the condition evaluation, this value is compared to the value in the Target Amount field. |
Achieved |
Select this check box to indicate the condition is met. |
Comments |
Type additional comments. |
Start Date |
Select the start date of the period for the condition evaluation. |
End Date |
Select the end date of the period for the condition evaluation. |
|