Siebel Field Service Guide > Agreements and Entitlements > Process of Administering Entitlements >

Changing System Preferences for Entitlements


The system preferences for entitlements determine the functionality of the Verify button. For more information about this button, see Entitlement Selection.

This task is a step in Process of Administering Entitlements.

To change the system preferences for entitlements

  1. Navigate to the Administration - Application screen, then the System Preferences view.
  2. Select a system preference for entitlements.

    For more information about the system preferences for entitlements, see Table 23.

  3. In the System Preference Value field, enter TRUE or FALSE.
  4. To implement changes to system preferences, restart the Field Service server.

Table 23 describes the system preferences for entitlements.

Table 23. System Preferences for Verifying Entitlements
System Preference Name
Description

Entitlement: Verify Consumer

Sets the conditions for checking the authorization of the contact requesting service. If the value is TRUE, then the displayed entitlements must meet one of the following criteria:

  • The contact for the entitlement matches the service request contact.
  • The entitlement account is set to All Contacts, and the entitlement account matches the service request account or the account for the contact for the service request.

If no contact is selected, then the entitlement is verified using the other entitlement system preferences.

Entitlement: Verify Dates

Checks that the service request is in the time span of the entitlement. If the value is TRUE, then only entitlements that provide coverage on the opened date of the service request, a date between the start and end dates for the entitlement, appear.

If the entitlement has no start or end date, then it does not appear.

Entitlement: Verify Product

Checks that the asset or product is entitled to service. If the value is TRUE, then the displayed agreements must meet one of the following criteria:

  • The entitlement asset matches the asset in the service request.
  • The entitlement product matches a product in the service request. (No asset or serial number is specified.)
  • The entitlement is set to All Products, and the product or asset for the entitlement matches the product or asset for the service request.

If no product is selected, then the entitlement is verified using the other entitlement system preferences.

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