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Siebel Business Process Framework: Task UI Guide > Overview of Siebel Task UI > About Siebel Task UISiebel Task UI customizes business process automation to interactions that occur with the user. A job task is a multiple step, interactive procedure that the user performs to complete a business function. Creating a new account and then adding a new service request to the account is an example of a business function. A job task can include branching and decision logic. A task UI is a user interface that guides the user in completing a series of steps in a job task. Similar to a wizard, the task view includes a playbar that allows the user to proceed through the job task in a stepwise, guided fashion. Siebel Task UI includes the following features:
These features can support the user in completing a job task that is not familiar, and can help increase user efficiency. Siebel Task UI allows the user to switch between multiple job tasks, and increases efficiency with completing familiar job tasks, especially in multitasking environments and in environments that are prone to interruption. A task UI includes a set of operations that a single user performs, such as adding an account. You can also configure a task UI as a step in one or more Siebel workflow processes. A task UI can be part of a business process that crosses multiple job roles, such as the workflow process that routes an expense report through multiple levels of review and approval. A task UI can help define integration with an external system, such as setting up and provisioning an account. Comparison of Siebel Task UI to Siebel CRM UIA task view typically includes fewer fields, controls, and applets than a standard view. The task view removes the complexity that the user does not require to finish a job task. A task UI simplifies the interface and reduces the potential for mistakes. Standard views come predefined with Siebel CRM. The user accesses them to do a wide variety of business functions. It can include a form, list, tree, or chart applet, and the user can use a variety of navigation techniques to navigate through records. For example, the user can use a scroll bar, screen tab, or a drop down list. A standard view can include a superset of the fields and controls that the user must use to complete a business function. A standard view provides the user with significant functionality and capability to navigate a Siebel application and to modify data, so this view requires that the user possess knowledge and skills about how to use this view. More options are available, so it is more likely that the user might make a mistake. Example of a Task UI ViewFigure 1 includes an example of a view in a task UI in a Siebel application. The user can use this view to add an account and then add a service request to the new account. This task UI provides stepwise, guided direction with backward and forward capability. Example of a Standard ViewFigure 2 includes the standard view that the user accesses to manage accounts. The power to use numerous fields that reference the underlying data, and the many navigation options available, result in an interface that requires more skill and knowledge to use accurately. Features and Benefits of Siebel Task UISiebel Task UI includes the following features and benefits:
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