Activity Plan templates

If the municipality or agency uses activity plans with predefined activities, these templates must be set up using the Administration - Data screen. When creating a new Activity Template to use with Cases, the Type value must be set to HLS Case.

Applications Administration Guide

Assessment templates

If an agency mandates specific assessment criteria, assessment templates with attributes must be set up using the Administration - Data screen's Sales Assessment Templates view. When creating a new Case Assessment template, set the Type value to HLS Case.

Applications Administration Guide

Assignment Manager

Use Assignment Manager to automate the assignment of case-related activities and to assign activities to case managers based on specific skills and availability.

You can work with the following Assignment Objects and their components:

• Cases
• Suspects
• Groups
• Incidents
• Diseases

Siebel Assignment Manager Administration Guide

Business Processes (Workflow)

Design automatic process flows using the Administration - Business Process screen's Workflow Processes views.

Siebel Business Process Designer Administration Guide

Data loading and integration

Load data from other agency databases into the Siebel database.

You may also want to integrate with other database applications or perform periodic batch imports and exports of data between these applications.

Using EIM, you can work with the following objects and their components:

• Cases
• Diseases
• Groups
• Medications
• Suspects
• Incidents

Siebel Enterprise Integration Manager Administration Guide

Overview: Siebel eBusiness Application Integration Volume I

Integration Platform Technologies: Siebel eBusiness Application Integration Volume II

Transports and Interfaces: Siebel eBusiness Application Integration Volume III

Business Processes and Rules: Siebel eBusiness Application Integration Volume IV

Siebel Object Interfaces Reference

Home Page image

Maintain the Warning Level indicator graphic displayed to users on the Public Sector application home page, using the Homeland Security Image Administration screen.

Adding an Image to the Home Page Warning Level Indicator

iHelp

Set up iHelp to provide real-time task assistance to users. The iHelp tool allows you to embed view navigation links and highlight important fields and buttons on the view that are associated with each step of the task.

Applications Administration Guide (developing and administering iHelp)

Fundamentals
(using iHelp)

Lists of Values (LOVs)

Create standard LOVs for Case Type and Stage, and Case Status and Sub-Status values.

Applications Administration Guide

Mobile Synchronization

If mobile devices are used by agency personnel, the following objects and child components should be activated on the mobile devices with the following visibilities:

• Cases (My and Team's)
• Groups (My and Team's)
• Suspects (My and Team's)
• Diseases (My and Team's)
• Medications (All)

Each object should have partial visibility to all child components.

Siebel Service Handheld Guide

Quickfill templates

Create standard templates for commonly used Incident and Case types to reduce the amount of data entry by end users.

Create Quick Fill templates using the Administration - Application screen's Quick Fill Templates Administration view.

End users can apply templates from the Case and Incident forms by clicking the menu button in the form and choosing Apply Template, Save as Template, New from Template, or New from Last Template.

Applications Administration Guide

Responsibilities

Assign responsibilities for each user.

You can restrict the visibility of views based on each employee's responsibilities.

For a list of default views associated with each responsibility, see Public Sector Responsibilities and Views.

Security Guide for Siebel eBusiness Applications

Applications Administration Guide

Siebel Tools

Use Siebel Tools for tasks such as changing or creating new fields or field properties, changing colors and controls in the application, adding or removing applets, and so on.

Configuring Siebel eBusiness Applications

Siebel Developer's Reference

Siebel Tools Online Help

Using Siebel Tools

Training Administration

Set up Training courses for users.

Siebel Training Guide