Developing and Deploying Siebel Business Applications > Installing Software, Adding Users, and Creating the Company Structure > Process of Creating the Company Structure >

Creating Positions and Position Skills

This task is a step in Process of Creating the Company Structure.

A position represent an actual job position in your organization. It determines the records that Siebel CRM displays to each user. A position can be a formal job title, such as the actual job title that the developer uses. It can also be any descriptive text. For example, Developer 1, Developer 2, and so forth.

To log in to a Siebel application, an employee must be assigned a position. When you create positions and position skills, it is recommended that you do the following:

• To determine reporting relationships between positions and parent positions, refer to the organization chart for your company.
• Because you choose parent positions as you create new positions, start at the top of the organization chart and work your way down.

Note that there is typically one position that does not include a parent position. For example, the CEO position typically does not report to a higher level.

Siebel CRM includes predefined positions that ship with the Siebel product. However, none of the predefined positions meet the requirements of the developer role in the NREC example, so you must create a new position for the developer. For more information about positions, see Siebel Applications Administration Guide.

Figure 9 illustrates the NREC position hierarchy.

Figure 9. NREC Position Hierarchy

To create positions and position skills

1. Create positions:
   1. In the Siebel client, navigate to the Administration - Group screen, and then the Positions view.
   2. In the Positions list, add a new record using values from the following table. For all positions that you add in this step, enter NREC Organization in the Division field.

      Field	Value
      Position	NREC CEO
      Parent Position	Leave empty
      Last Name	Bosch
      First Name	Patricia

   3. In the Positions list, add a new record using values from the following table.

      Field	Value
      Position	NREC Technology Manager
      Parent Position	NREC CEO
      Last Name	Brown
      First Name	Christine

   4. In the Positions list, add a new record using values from the following table.

      Field	Value
      Position	NREC Developer
      Parent Position	NREC Technology Manager
      Last Name	Cheng
      First Name	Li

   5. In the Positions list, add a new record using values from the following table.

      Field	Value
      Position	NREC Administrator
      Parent Position	NREC Technology Manager
      Last Name	Bolivar
      First Name	Sandy

   6. In the Positions list, add a new record using values from the following table.

      Field	Value
      Position	NREC Sales Manager
      Parent Position	NREC CEO
      Last Name	Smith
      First Name	Lee

   7. In the Positions list, add a new record using values from the following table.

      Field	Value
      Position	NREC Sales Agent
      Parent Position	NREC Sales Manager
      Last Name	Castro
      First Name	Dana

2. In the employee record, adjust the position for the CEO:
   1. Navigate to the Administration - Users screen, and then the Employees view.
   2. In the Employees list, click Query, enter Bosch in the Last Name field, and then click Go.
   3. In the Position field, click the selection icon.
   4. In the Selected window, click the NREC CEO position, and then make sure the Primary field for the NREC CEO position contains a check mark.
   5. In the Selected window, click the Siebel Administrator position.
   6. Click Remove, and then click OK.
3. Repeat Step 2 for each of the following employees:
   • Christine Brown
   • Li Cheng
   • Sandy Bolivar
   • Lee Smith
   • Dana Castro
4. Log out of the Siebel client.
5. Verify your work:
   1. Log in to the Siebel client. In the login screen, enter values using information from the following table.

      Field	Value
      User ID	LCHENG
      Password	LCHENG

      To make sure you possess system administrative access, navigate to an administrative view, such as Administration - User, and then the Employees view.

   2. Log out of the Siebel client, and then log back in using values from the following table.

      Field	Value
      User ID	PBOSCH
      Password	PBOSCH

   3. To make sure you do not possess system administrative access, attempt to navigate to an administrative view, such as Administration - User, and then the Employees view.

      You must not be able to view an administrative view.

6. Create position skills:
   1. Navigate to the Administration - Group screen, and then the Positions view.
   2. In the Positions list, click the position to which to add skills.
   3. Click the Assignment Skills tab.
   4. In the Assignment Skills list, add a new record.
   5. Choose a skill in the Item field.

      You must use Siebel Tools to add skills before you can add them to a position.

   6. Add comments, if required.
   7. Save the record.