Siebel Partner Relationship Management Administration Guide > Siebel Public Sector Provider Portal > Agency Tasks >

Viewing and Updating Referral Orders


A user at the agency can view all referral orders for a given provider and update the order status. Referral orders used for working with service providers in Siebel Public Sector are similar to standard service orders in Siebel Business Applications. They have additional features that are specific to the public sector. For general information about orders in Siebel Business Applications, see Siebel Order Management Guide.

NOTE:  Referral orders are not created in the view described in this topic. For information about how referral orders are created, see Creating Referral Orders for Benefits.

To view or update referral orders

  1. Navigate to the Service Providers screen.
  2. Drill down on the name of the service provider that you want.
  3. Click the Orders View tab.
  4. In the Order record, update the Status field if the status of the referral order has changed.
  5. In the Order record list, drill down on the Order number (#) field for the referral order that you want to view its line items.
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