|
Siebel Public Sector Guide
What's New in This Release
Back to top
Overview of Siebel Public Sector
About Siebel Public Sector
Key Features of Siebel Public Sector
Reports and Analytics for Siebel Public Sector
Accessibility and Siebel Public Sector
Portals for Siebel Public Sector
Assignment Manager and Siebel Public Sector
Back to top
Administering Siebel Public Sector
Administrative Tasks for Siebel Public Sector
About Serialization Rules
About Approval Templates and Routing
About Location Tracking
Roadmap for Administering Siebel Public Sector
Adding Images to the Siebel Public Sector Home Page
Activating Siebel Public Sector Workflows
Adding New Serialization Rules
Viewing Serialization Configuration in Siebel Tools
Creating Serialization Rule Records
Example 1 of Configuring Serialization
Example 2 of Configuring Serialization
Disabling Automatic Serialization
Adding Serial Number Buttons to the User Interface
Disabling Serial Number Buttons
Process of Setting Up Approval Templates
Creating Approval Templates for Investigative Cases
Creating Approval Templates for Leads
Creating Approval Templates for Benefits Cases
Creating Approval Templates for Incidents
Defining Locations
Process of Configuring Time Management
Configuring Constraints for Time Entry
Configuring Time Entry Views
Configuring User Approval Limits for Time Sheets
Process of Configuring Embedded Analytics
Configuring the Host for Analytics Server
Configuring Symbolic URLs
Creating a Profile for Analytics Data Source
Adding Analytics Data Source to Component Definition
Adding Profile Parameters to Siebel Configuration File
Back to top
Managing All Cases
About Case Management
About Tax Case Management
Scenarios for Tax Case Management
Roadmap for Managing Cases
Creating Case Records
Process of Developing Cases
Adding Details to Case Records
Using Assignment Manager to Manually Assign Organizations to Cases
Adding Attachments to Cases
Adding Notes to Cases
Adding Literature to Cases
Adding Accounts to Cases
Adding Contact Information to Cases
Adding Addresses to Cases
Managing Activities for Cases
Managing Court Information for Cases
Arranging Case Meetings
Copying Cases
Process of Managing Case Approvals
Reviewing Approvers for Cases
Submitting Cases for Approval
Approving Cases in the Inbox
Viewing Cases by Status
Closing and Reopening Cases
Process of Managing Case Time
Setting Up Proxies for Time Assignments
Assigning Time to Cases Using Time Sheets
Assigning Time to Cases Using Calendars
Assigning Time to Cases Using Time Tracker
Assigning Time to Cases Using Bulk Entry
Running Time Reports for Cases
Process of Managing Approval for Time Sheets
Submitting Time Sheets for Approval
Approving Time Sheets
Processing Approved Time Sheets
Viewing the Approval History for Time Sheets
Back to top
Administering Benefits Cases
About Controls for Benefit Data
About Associating Nonbenefits Cases with Master Cases
Roadmap for Administering Benefits Cases
Process of Configuring Applications
Configuring Citizen Access to Cases for Applications
Setting Up a Siebel Audit Trail for Submitted Applications
Configuring Contact Matching
Setting Up Verification Templates
Process of Configuring Benefits for Cases
Setting Up Benefits Programs
Setting Up Benefits for Service Plans
Configuring the Eligibility Button and Screening Button
Associating Manually Created Cases with Master Cases
Enabling Effective Dating
Implementing Effective Date Tracking
Process of Setting Up Effective Dating for Additional Business Components
Setting Up Effective Dating for Fields
Setting Up the View of Field History
Setting Up Effective Dating for Records with One-To-Many Links
Setting Up Effective Dating for Records with Many-To-Many Links
Process of Configuring Appeal Cases
Configuring Case Categories for Appeal Cases
Setting Up Format in Snapshot Files for Appeal Cases
Changing Fields in Snapshot Files for Appeal Cases
Configuring Snapshot Files for Appeal Cases
Setting Up Quality Assurance Templates
Back to top
Managing Benefits Cases
Scenarios for Benefits Case Management
About Implementing Automatic Benefits Assignment
About the Sample Rulebase
About Integrating Siebel Public Sector with Accounts Payable
About Working with Service Providers
About Effective Dating for Field Values and Records
About Appeal Cases
Roadmap for Managing Benefits Cases
Process of Managing Applications
Reviewing Submitted Applications
Finding Matching Contact Records
Uploading Applications
Viewing Cases for Applications
Verifying Application Information
Adding Attachments to Applications
Viewing Master Cases
Disassociating Cases from a Master Case
Updating Benefits Cases
Updating Contact Records
Using Templates to Assess Benefits
Process of Managing Benefits for Cases
Screening Cases for Benefits Eligibility
Automatically Assigning Benefits to Cases
Reviewing Details for Benefits Determination
Manually Assigning Benefits to Cases
Setting Up Payment Profiles
Processing Benefit Payments
Viewing Payments for Benefits Cases
Checking for Necessary Benefits Reassignments
Reassigning Benefits to Cases
Viewing the Benefit History for Benefits Cases
Creating Orders for Benefits Cases
Process of Managing Service Plans for Cases
Creating Service Plans for Cases
Assigning Benefits to Service Plans
Changing Data in Effective Dating Fields
Changing Values in Effective Dating Fields
Deleting Values in Effective Dating Fields
Verifying Changes to Effective Dating Fields
Designating Deletion Authority for Approved Entries for Field Values
Viewing the History for Values in Effective Dating Fields
Changing Data in Effective Dating Records
Adding Effective Dating Records
Deactivating Effective Dating Records
Verifying Changes to Effective Dating Records
Designating Deletion Authority for Approved Entries for Records
Viewing the History for Effective Dating Records
Process of Managing Appeal Cases
Accepting or Rejecting Appeal Requests
Creating Appeal Cases
Developing Appeal Cases
Completing Appeal Cases
Performing Quality Assurance Reviews
Back to top
Managing Investigative Cases
Scenarios for Investigative Case Management
About Tracking Evidence for Cases
About Generating New Serial Numbers
Process of Administering Investigative Cases
Configuring Thresholds for Risk Assessments
Eliminating Approval Requirement for Incident Escalations
Roadmap for Managing Investigative Cases
Process of Managing Incident Reports
Creating Incident Records
Adding Details to Incident Records
Adding Offense, Allegation, and Arrest Information to Incidents
Adding Circumstantial Information to Incidents
Adding Subject Information to Incidents
Adding Account Information to Incidents
Reviewing Approvers for Incidents
Submitting Incidents for Approval
Escalating Incidents to Cases for Investigation
Assessing Child-Welfare Incidents
Process of Managing Incident Time
Assigning Time to Incidents Using Time Sheets
Assigning Time to Incidents Using Calendars
Assigning Time to Incidents Using Time Tracker
Assigning Time to Incidents Using Bulk Entry
Running Time Reports for Incidents
Process of Managing Lead Information
Creating Lead Records
Adding Details to Lead Records
Generating New Serial Numbers for Leads
Generating New Serial Numbers for Subleads
Copying Leads
Reviewing Approvers for Leads
Submitting Leads for Approval
Process of Managing Evidence Items
Creating Evidence Records
Adding Details to Evidence Records
Copying Evidence
Creating Evidence Items from Assets
Process of Managing Profiles for Group Suspects
Creating Profiles for Group Suspects
Adding Details to Suspect Records
Process of Managing Profiles for Groups
Creating Profiles for Groups
Adding Details to Group Records
Back to top
Managing Health Threats and Responses
Scenarios for Health Threat Management
Process of Managing Public Health Cases
Creating Disease Records
Adding Details to Disease Records
Managing Disease Response Inventory
Managing Calls for Suspected Health Threats
Searching for Information About Health Topics
Creating and Modifying Health Topic Content
Back to top
Managing Immigration Contacts
Scenarios for Immigration Contact Management
About Visitor Stay Workflows
Process of Administering Immigration Contacts
Configuring the Immigration Contacts Screen
Administering Identity Records for Contacts
Administering Credential Records
Administering Visitor Stay Records
Process of Managing Immigration Contacts
Creating Identity Records for Contacts
Adding Details to Immigration Contact Records
Documenting Immigration Contact Credentials
Documenting Identity History
Creating Visitor Stay Records
Back to top
Responsibilities and Views
About Responsibilities and Views
PS Benefits Case Management
PS Incident Management
PS Investigative Case Management
PS Threat and Response Management
Back to top
Public Sector Workflows
Workflows for Applications
PUB OPA Create Session Workflow
Policy Automation Save Session IO Post Workflow
PUB OPA Intake Workflow
PUB Application Upload Workflow
PUB Application Upload Workflow for OPA 12x
Workflows for All Cases
PUB HLS Create Case Workflow
PUB Create Case From Incident Workflow
PUB Create Case From SR Workflow
PUB HLS Display Error Workflow
PUB HLS Go To View Workflow
PUB GOV Case Re-open (eService) Workflow
Workflows for Benefits Cases
PUB Eligibility Determination Workflow
PUB Eligibility Determination Workflow Main
Policy Automation Assess Workflow
PUB Eligibility Determination Workflow For IO Mappings
PUB Eligibility Determination Workflow For OPA 12_x
PUB Eligibility Determination Workflow Main For IO Mappings
PUB Eligibility Determination Workflow Main For OPA 12_x
PUB Screening Determination Workflow For IO Mappings
PUB Screening Determination Workflow For OPA 12_x
PUB Screening Determination Workflow Main For IO Mappings
PUB Screening Determination Workflow Main For OPA 12_x
Policy Automation Assess IO Workflow
OPA Answer Service Workflow
SWISendPaymentInstructions Workflow
PUB Scan This Case for Info Changed Workflow
PUB Flag Related Cases Batch Mode Process Workflow
PUB Attach Case Snapshot Workflow
PUB Archive Process Workflow
Workflows for Approvals
PS Object Approval Main Process Workflow
Update Time Sheet Status Workflow
PUB Create Evidence From Asset Workflow
Workflows for Immigration
PUB Immigration Credential Expiry Workflow
PUB Immigration Overdue Days No Visa Workflow
PUB Immigration Overdue Days Workflow
Back to top
| 
