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Setting Up Categories for Siebel Email Response

After creating the catalog, you must set up categories for Siebel Email Response. To set up categories, complete the procedures in this topic.

When setting up categories, first create the categories in a catalog.

To create a category in a catalog

1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.
2. In the Catalogs list, select the appropriate catalog, and click the link in the Name field.
3. In the Categories list, create a new record, and complete the fields as appropriate.

   Some fields are described in the following table.

   Field	Description
   Name	Type the name of the category. Enter the name that you assign to your templates and solutions during the planning process. Enter a name that clearly describes the templates to associate with the category.
   Display Name	Type the category name as you want it to appear to the agents.
   Effective Start Date Effective End Date	Select the dates that determine when the category is in effect.

Associating Templates with Categories

Next, associate a template with a category. You can associate a template with more than one category. You identify these templates during the planning process. For more information, see Business Analysis for Deployment of Siebel Email Response.

To associate a template with a category

1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.
2. In the Catalogs list, select the appropriate catalog, and click the link in the Name field.
3. Select the category with which you want to associate a template.
4. In the Categories form, click the drop-down arrow to find the Response Template view.
5. In the Response Templates list, create a new record.
6. In the Add Templates dialog box, scroll to find and select one or more templates that you want to associate with the category.
7. Click OK.

   The Response Templates list shows the templates that you select to associate with the category.

Associating Solutions with Categories

Next, associate a solution with a category. You identify these solutions during the planning process. For more information, see Business Analysis for Deployment of Siebel Email Response.

To associate a solution with a category

1. Navigate to the Administration - Catalog screen, then the Catalog Administration view.
2. In the Catalogs list, select the appropriate catalog, and click the link in the Name field.
3. Select the category with which you want to associate a solution.
4. In the Categories form, click the drop-down arrow to find the Solutions view.
5. In the Solution list, create a new record.
6. In the Add Solutions dialog box, scroll to find and select one or more solutions that you want to associate with the category.
7. Click OK.

   The Solutions list shows the solutions that you select to associate with the category.

Repeat the these three procedures for each category that you create during the planning process.

NOTE:  To delete a record from the list of associated templates or solutions, select the record, and click Delete.