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Setting Up Divisions, Organizations, and Positions

This topic describes how to set up divisions, organizations, and positions.

Setting Up Divisions

This section describes how to set up divisions.

To set up a division

1. From the application-level menu, choose Navigate > Site Map > Administration - Group > Internal Divisions.

   The Internal Divisions view appears.

2. In the form, add a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Guideline
   Parent Division	If this division is a subdivision, select the parent division. This allows a division to be associated with another division.
   Organization Type	Indicates the type of organization, which controls where in the application a division will appear for selection purposes. For example, divisions with Organization Type = Service appear for selection in the Group field on the Service screen, Service Requests view.
   Organization Flag	When selected, indicates that the division is also an organization. The system copies that division into the Organization view.

Setting Up Organizations

This section describes how to set up organizations.

To set up an organization

1. From the application-level menu, choose Navigate > Site Map > Administration - Group > Organizations.

   The Organizations view appears.

2. In the form, add a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Guideline
   Parent Organization	If this organization is a suborganization, select the parent organization. This allows an organization to be associated with another organization.
   Partner Flag	Used for Siebel PRM. This is a read-only check box. When the box is checked, this indicates that the organization represents an external enterprise that is a partner of your company. NOTE:  Partners are registered and promoted to organizations using the Approved Partners view in the Administration - Partner screen, as described in Developing and Deploying Siebel eBusiness Applications.

Setting Up Positions

This section describes how to set up positions.

To set up a position

1. From the application-level menu, choose Navigate > Site Map > Administration - Group > Positions.

   The Positions view appears.

2. In the form, add a new record and complete the necessary fields.

   Some fields are described in the following table.

   NOTE:  Most fields in the form are filled in automatically from the Employee record of the active employee. If you have not set up employees, you can associate them with positions later.

   Field	Guideline
   Billing Product	Used by Siebel Professional Services Automation.
   Compensable	Used by Incentive Compensation.
   End Date	Last day for the currently associated employee to be associated with this position.
   Last Name	Select one or more employees to occupy the position. In the Assigned Employees dialog box, select the Primary field for the employee whom you want to make primary for this position.
   Parent Position	If this position is a subposition, select the parent position. This allows a position to be associated with another position.
   Position Type	Type of position. This field is informational and has no impact on visibility.
   Territory	Allows a position to be associated with a territory. For use by Siebel Assignment Manager.

Setting Up Responsibilities and Adding Views and Users

This section describes how to set up responsibilities and add views and users.

To define a responsibility and add views and users

1. From the application-level menu, choose Navigate > Site Map > Administration - Application > Responsibilities.

   The Responsibilities view appears.

   NOTE:  By default, the Responsibilities view shows all responsibilities, regardless of organization. However, you may want to configure new views in Siebel Tools that restrict the visibility to responsibilities. For more information on configuring views, see Configuring Siebel eBusiness Applications.

2. In the Responsibilities list, add a new record and enter a name and description for the responsibility.
3. In the Organization field, select an organization for the responsibility.
4. To add views, do the following:
   1. In the Views list, add a new record.
   2. Select the appropriate views in the Add Views dialog box and click OK. When you add a view, set the flag Read Only View if it should be read-only for users with this responsibility.

      NOTE:  You can also delete views from the Views list.

5. To add users, do the following:
   1. In the Users list, add a new record.
   2. Select the appropriate users in the Add Users dialog box and click OK.

      NOTE:  You can also delete employees from the Users list.