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More Info |
Use this view to view some case fields and to enter values in some of these fields. |
Accounts |
Use this view to associate existing account records with the case and create a new account record. For more information, see Adding Accounts to Cases. |
Approvers |
Use this view to review the approvers that are listed in the approval template for the case. For more information, see Reviewing Approvers for Cases. |
Activities |
Use this view to create the follow-up tasks for the case and to assign each task to a team member. For more information, see Managing Activities for Cases. |
Plans |
Use this view to manage benefit plans and service plans for the case. For more information, see Process of Managing Benefits for Cases and Creating Service Plans for Cases. |
Assessments |
Use this view to assess the case. For information about creating and using assessment templates, see Siebel Applications Administration Guide. |
Activity Plans |
Use this view to associate a predefined activity plan containing activities with the case. For more information, see Managing Activities for Cases and Siebel Applications Administration Guide. |
Attachments |
Use this view to associate electronic files, such as documents, images, and other media, with the case. For more information, see Adding Attachments to Cases. |
Assets |
Use this view to associate assets with the case and change case assets to evidence records. For more information, see Creating Evidence Items from Assets. |
Evidence |
Use this view to create a new evidence record for the case. For more information, see Process of Managing Evidence Items. |
Contacts |
Use this view to associate existing contact records with the case or create a new contact record. For more information, see Adding Contact Information to Cases. |
Leads |
Use this view to create lead records for the case. For more information, see Process of Managing Lead Information. |
Notes |
Use this view to add other information to the case record. For more information, see Adding Notes to Cases. |
Calendar |
Use this view to manage appointments and tasks for the case. For more information, see Arranging Case Meetings. |
Incidents |
Use this view to associate existing incident records with the case or create a new incident record. For more information, see Process of Managing Incident Reports. |
Related Cases |
Use this view to associate other case records with the case. |
Service Requests |
Use this view to initiate a request for action or service fulfillment for the case. For example, you can use this view to request a transfer of cold case files from another agency or to request research information from another agency. For more information about service requests, see Siebel Field Service Guide. |
Addresses |
Use this view to associate existing address records with the case or create a new address record. For more information, see Adding Addresses to Cases. |
Households |
Use this view to record details relating to a household rather than an individual. For example, if officers investigate a domestic disturbance at a household, then they can record information for that household rather than for an individual. For more information about households, see Siebel Applications Administration Guide. |
Groups |
Use this view to associate existing group records with the case or create a new group record. For more information, see Creating Profiles for Groups. |
Group Suspects |
Use this view to associate existing suspect records with the case or create a new suspect record. For more information, see Creating Profiles for Group Suspects. |
Partners |
Use this view to track third-party organizations that are involved in the case. For more information, see Siebel Partner Relationship Management Administration Guide. |
Projects |
Use this view to enter information about current projects for the case. For more information, see Siebel Partner Relationship Management Administration Guide. |
Proposals |
Use this view to create proposals for the case. For more information, see Siebel Correspondence, Proposals, and Presentations Guide. |
Presentations |
Use this view to create presentations for the case. You can use preconfigured templates. For more information, see Siebel Correspondence, Proposals, and Presentations Guide. |
Literature Distribution |
Use this view to record literature that agents distribute to contacts for a case. For more information, see Adding Literature to Cases. |
Vehicles |
Use this view to document the characteristics of vehicles that are owned by individuals who are associated with the case. |
Claims |
Use this view to add information about insurance policy claims. For more information about creating claim records, see Siebel Insurance Guide. |
Diseases |
Use this view to associate a disease or medical condition with the case. For more information, see Creating Disease Records. |
Audit Trail |
Use this view to determine who modified the case record and when the user made the changes. |
Verification Plans |
Use this view to verify the information in an application for the case. For more information, see Verifying Application Information. |
QA Plans |
Use this view to perform a quality assurance review for the case. For more information, see Performing Quality Assurance Reviews |
Appeal Cases |
Use this view to see appeal cases. For more information, see Creating Appeal Cases. |
Case Time Tracker |
Use this view to assign user time to the case. For more information, see Assigning Time to Cases Using Time Tracker. |
Court Activities |
Use this view to add court information to the case. For more information, see Managing Court Information for Cases. |