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Process of Setting Up Entitlements

The following list shows the procedures that administrators typically perform to set up entitlements using Siebel Field Service. Your company may follow a different process according to its business requirements.

Administrator Procedures

To set up entitlements, perform the following procedures:

  1. Setting System Preferences for Verifying Entitlements
  2. Checking User Properties for Entitlements
  3. Creating Entitlement Templates
  4. Adding Schedule Information for Entitlements
  5. Adding Escalation Times to Entitlements
  6. Configuring Auto-Entitlement for Quotes and Orders
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