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Administrative Tasks for Siebel Field Service

This topic describes the types of administrative tasks required for Siebel Field Service. This guide and other guides in the documentation set for Siebel Business Applications include instructions for performing these tasks.

The following administrative tasks are required:

• Implementation and administration. You must define and structure numerous elements in Siebel Field Service. These elements include currencies, exchange rates, organizations, divisions and positions in your organization, users and their responsibilities, service territories, and so on. For more information about these tasks, see Siebel Applications Administration Guide.
• Product management and administration. Siebel Field Service includes 2 tables for product information: an internal product table and an external product table for competitive products. In addition to populating these tables, you must define a product categorization hierarchy, specify product features, and specify product settings that are tracked in inventory. You can also define price lists and associate the price lists with products. For more information about these tasks, see Siebel Applications Administration Guide and Siebel Pricing Administration Guide.
• Marketing administration. You must define and set up the various elements of marketing information for your implementation. These elements include accounts, contacts, and so on. For more information about these tasks, see Siebel Marketing User Guide.
• Assignment administration. Assignment Manager allows you to automatically assign the appropriate users to specific tasks. For more information about using Assignment Manager, see Siebel Assignment Manager Administration Guide.
• Templates. Service and preventive maintenance plans use activity and service request templates to define efficient service calls. For more information about these features, see Service Requests and Solutions and Service Activities.
• Agreements and Entitlements. Service and preventive maintenance plans are based on agreements and entitlements that customers purchase. For more information about service agreements and entitlements, see Agreements and Entitlements.
• Inventory. You must set up a logical inventory structure and maintain a physical inventory. For more information about these tasks, see Service Inventories and Cycle Counting and Replenishment.