Siebel eEvents Management Guide for Financial Services


Introduction

How This Guide Is Organized

Revision History


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Getting Started

Administrative Setup Tasks


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Installing and Configuring eEvents Manager for Finance

Installation Overview

Browser Requirements

Shopping Cart Requirements

Configuring Automatic Email Notification


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Defining an Event

Event Management Process Phases

Event Definition

Event Preparation

Event Implementation

Event Evaluation

Business Scenarios for Defining an Event

Administrator Event Definition Scenario

End-User Event Definition Scenario

Example Process Flow for Defining an Event

Administrator Setup Procedures for Defining an Event

Reviewing and Modifying Lists of Values (LOVs)

Updating Tables

Adding and Updating Account Data

Entering Contact Data

Adding Venues

Using Pricing Models

End-User Setup Procedures for Defining an Event

Event, Subevent, and Session Data

Adding Event Tracks

Adding and Updating an Event

Entering a Budget for an Event

Creating Event Management Activities


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Preparing for an Event

Event Preparation Tasks

Business Scenario for Preparing for an Event

Example Process Flow for Preparing for an Event

End-User Procedures for Preparing for an Event

Track Management Tasks

Activity and Staff Management Tasks

Content and Speaker Preparation Tasks

Site Preparation Tasks

Other Preparation Tasks


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Registering for an Event

Example Process Flow for Registering for an Event

Registering an Account

Registering an Attendee List

Registering an Attendee

Canceling Registrations and Using the Waiting List

End-User Procedures for Self-Registering for an Event


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Configuring and Managing the Events Calendar

Events Calendar Overview

Example Process Flow for Configuring and Managing the Events Calendar

Modifying the Events Calendar Filter

Configuring the Events Calendar

End-User Procedures for Managing an Events Calendar


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Hosting an Event

System Requirements for Hosting an Event

Example Process Flow for Hosting an Event

End-User Procedures for Hosting an Event


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Evaluating an Event

Example Process Flow for Evaluating an Event

Administrator Procedures for Evaluating an Event

End-User Procedures for Evaluating an Event

Viewing Budget Variances

Preparing Reports for an Event

Entering Venue and Vendor Performance Reviews

Event Follow-Up

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 Siebel eEvents Management Guide for Financial Services 
 Published: 18 April 2003