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Siebel Public Sector Guide
What's New in This Release
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Overview of Siebel Public Sector
About Siebel Public Sector
Key Features of Siebel Public Sector
About Case Management
Reports and Analytics for Siebel Public Sector
Portal for Siebel Public Sector
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Getting Started with Siebel Public Sector
Administrator Setup Tasks for Siebel Public Sector
Adding an Image to the Siebel Public Sector Home Page
Activating Siebel Public Sector Workflows
Assignment Manager and Siebel Public Sector
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Setting Up Cases
About Location Tracking
About Serialization Rules
Process of Setting Up Cases
Adding New Serialization Rules
Viewing Serialization Configuration in Siebel Tools
Creating Serialization Rule Records
Example 1 of Configuring Serialization
Example 2 of Configuring Serialization
Disabling Automatic Serialization
Adding Serial Number Buttons to the User Interface
Disabling Serial Number Buttons
Setting Up Approval Templates
Creating Case Approval Templates
Creating Lead Approval Templates
Creating Approval Templates for Benefits Cases
Defining Locations
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Managing Investigative Cases
Scenarios for Investigative Case Management
About Tracking Evidence for Cases
Process of Managing Investigative Cases
Creating an Incident Report
Creating Incident Records
Adding Activities Related to Incidents
Adding Items of Evidence to Incidents
Adding Lead Information to Incidents
Adding Offense, Victim, and Arrest Information to Incidents
Adding Attachments and Notes to Incidents
Adding Asset Information to Incidents
Adding Circumstantial Information to Incidents
Adding Subjects Information to Incidents
Adding Contact Information to Incidents
Adding Service Request Information to Incidents
Adding Cases to Incidents
Adding Account Information to Incidents
Adding Group and Group Suspect Information to Incidents
Escalating an Incident to a Case for Investigation
Developing Cases for Investigation
Creating Case Records
Adding Case Details and Scheduling Follow-Up Activities
Tracking Case Status
Closing and Reopening a Case
Managing the Calendar and Activities for Cases
Adding Attachments and Notes to Cases
Adding Literature to Cases
Adding Contact Information to Cases
Adding Addresses to Cases
Reviewing Approvers for a Case
Submitting Cases for Approval
Recording Lead Information
Creating Lead Records
Adding Lead Details and Scheduling Follow-Up Activities
Submitting Leads for Approval
Tracking Evidence Items
Creating Evidence Records
Adding Evidence Details and Scheduling Follow-Up Activities
Creating Evidence Items from Assets
Copying Cases, Evidence and Leads
Approving Cases and Leads Using the Inbox
Generating New Serial Numbers for Cases, Leads, and Evidence
Creating Group Suspect Profiles for an Investigation
Adding Suspect Details and Scheduling Follow-Up Activities
Creating Group Profiles for an Investigation
Adding Details to a Group Profile
Creating Accounts and Contacts for Sharing Case Information
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Managing Benefits Cases
Scenarios for Managing Benefits Cases
Process of Managing Benefits Cases
Setting Up an Audit Trail for Submitted Applications
Configuring Contact Matching
Disabling Contact Matching
Configuring Application Upload
Creating Default Values for Form Fields
Adding a Program Type
Setting Up Verification Templates
Associating Nonbenefits Cases with Master Cases
Setting Up Quality Assurance Templates
Reviewing Submitted Applications (End User)
Finding Matching Contact Records (End User)
Uploading Applications (End User)
Viewing Cases for an Application (End User)
Verifying Application Information (End User)
Adding Attachments to Applications (End User)
Viewing Master Cases (End User)
Disassociating a Case from a Master Case (End User)
Updating Benefits Cases (End User)
Updating Contact and Household Records (End User)
Managing Approvals of Benefits Cases (End User)
Submitting Benefits Cases for Approval
Approving Benefits Cases Using the Inbox
Assessing Benefits Eligibility (End User)
Using Siebel SmartScript to Gather Benefits Assessment Information
Using Siebel Advisor to Manage a Benefits Eligibility Assessment
Assessment of Benefits Using Templates and Activities
About Benefits Plans
Benefits Plan View
Change of Circumstance View
Referring Cases to Third-Party Providers (End User)
Performing a Quality Assurance Review (End User)
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Managing Health Threats and Response
Scenario for Health Threat and Response Management
Process of Managing Public Health Cases
Creating a Disease Record
Developing Disease Details
Managing Disease Response Inventory
Managing Calls on Suspected Health Threats
Searching for Information About Health Topics
Creating and Modifying Health Topic Content
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Managing Tax Cases
Scenarios for Tax Case Management
About Working with Tax Case Files
Adding Attachments and Notes to Tax Cases
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Managing Immigration Contacts
Scenarios for Managing Immigration Contacts and Identities
Process of Managing Immigration Contacts
Administering Immigration Contact Records
Configuring the Immigration Contacts Screen
Managing Visitor Stays
Adding a Contact Identity Record (End User)
Adding Immigration Contact Details (End User)
Documenting Immigration Contact Credentials (End User)
Documenting Identity History (End User)
Creating Stay Records (End User)
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Siebel Public Sector Responsibilities and Views
Siebel Public Sector Responsibilities
HS State Call Center Agent
PS Investigative Case Management
PS Incident Management
PS Benefits Case Management
PS Threat and Response Management
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Workflow Reference
Workflow for Application Upload
PUB Upload Workflow
Workflows for Cases
PUB HLS Create Case Workflow
PUB Create Case From Incident Workflow
PUB Create Case From SR Workflow
PUB HLS Display Error Workflow
PUB HLS Go To View Workflow
PUB Create Evidence From Asset Workflow
PS Object Approval Main Process Workflow
PUB GOV Case Re-open (eService) Workflow
Workflows for Immigration
PUB Immigration Credential Expiry Workflow
PUB Immigration Overdue Days No Visa Workflow
PUB Immigration Overdue Days Workflow
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