Table 2. Administrative Tasks for Siebel Public Sector
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Activity plan templates |
If your organization uses activity plans with predefined activities, then you must set up these templates. You can set up activity plans for cases, service plans, leads, and evidence. |
Siebel Applications Administration Guide |
Approval templates |
If your organization wants to have predefined approval templates available for users, then you can define these templates in the Administration - Case screen. |
Process of Setting Up Approval Templates |
Assessment templates |
If your organization mandates specific assessment criteria, then you must set up assessment templates with attributes. You can set up assessment templates for cases and incidents. |
Siebel Applications Administration Guide |
Assignment Manager |
If your organization wants to automate the assignment of case- and immigration-related activities, then you can use Assignment Manager's predefined assignment objects. |
Assignment Manager and Siebel Public Sector Siebel Assignment Manager Administration Guide |
Data loading and integration |
If your organization wants to integrate with other database applications or perform periodic batch imports and exports of data between the Siebel database and other applications, then you can perform these tasks using Oracle's Siebel Enterprise Integration Manager. Using Siebel Enterprise Integration Manager, you can work with the following objects and associated components:
- Cases
- Diseases
- Groups
- Medications
- Suspects
- Incidents
- Leads
- Offenses
- Immigration Contacts
- Arrests
- Weapons
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Siebel Enterprise Integration Manager Administration Guide Transports and Interfaces: Siebel Enterprise Application Integration Business Processes and Rules: Siebel Enterprise Application Integration Siebel Object Interfaces Reference |
Embedded analytics |
If your organization uses Oracle Business Intelligence and wants to configure embedded analytics for Siebel Public Sector, then you can integrate Siebel Public Sector with Oracle Business Intelligence. |
Process of Configuring Embedded Analytics |
Home page image |
If your organization wants to maintain a graphic that appears on the Siebel Public Sector home page, then you can perform this task using the Home Page Image Administration screen. |
Adding Images to the Siebel Public Sector Home Page |
iHelp |
If your organization wants to set up iHelp to provide real-time task assistance to users, then you can use the iHelp tool to embed view navigation links and to highlight fields and buttons on the views that are associated with each step of the task. |
Siebel Applications Administration Guide (developing and administering iHelp) Siebel Fundamentals (using iHelp) |
Lists of Values (LOVs) |
If your organization wants to create standard LOVs (for example, for Case Type and Stage, Case Status and Sub-Status), then you can create and modify these lists of values. |
Siebel Applications Administration Guide |
Literature setup |
If agents in your organization select literature for distribution records, then you must create these records using the Literature view of the Administration - Document screen. |
Siebel Applications Administration Guide |
Location setup |
You can create location records and associate new or existing addresses with each location using the Location view of the Administration - Data screen. |
Defining Locations |
Mobile synchronization |
If agents in your organization use mobile devices, then the following objects and child components are activated on the mobile devices with the noted visibilities:
- Arrests (My and Team's)
- Approval Templates (All)
- Cases (My and Team's)
- Diseases (My and Team's)
- Evidence (My and Team's)
- Immigration Contacts (My and Team's)
- Incidents (My and Team's)
- Leads (My and Team's)
- Medications (All)
- Offenses (My and Team's)
- Serialization (All)
- Subjects (My and Team's)
Each object has partial visibility to all child components. |
Siebel Mobile Guides on Siebel Bookshelf. |
Quickfill templates |
If your organization wants to create standard templates for commonly used Incident and Case types, then you can create Quickfill templates. Users can apply templates from the Case and Incident forms by selecting Apply Template, Save as Template, New from Template, or New from Last Template in the menu that appears when they click the cogwheel icon in the forms. |
Siebel Applications Administration Guide |
Responsibilities |
If your organization wants to restrict view visibility for users to conform to user responsibilities, then you can assign responsibilities to users. |
Responsibilities and Views Siebel Security Guide Siebel Applications Administration Guide |
Serialization rules |
If your organization wants to change the serialization rules that are preconfigured in Siebel Public Sector, then you can edit the rule definitions using the Serialization Rules view of the Administration - Case screen. Depending on your changes to the default serialization rules, you might also have to configure the appropriate business objects and components in Siebel Tools. |
Adding New Serialization Rules Serialization Rule Attribute Types |
Siebel Tools |
If your organization wants to change or create new Siebel Public Sector fields or field properties, change colors and controls in Siebel Public Sector, and add or remove applets, then you can perform these tasks using Siebel Tools. |
Configuring Siebel Business Applications Siebel Developer's Reference Siebel Tools Online Help Using Siebel Tools |
Time entry constraints |
If your organization wants to specify the period of time that users are allowed to assign time to a case or incident after that case or incident is closed, then you can configure constraints for time entry. |
Configuring Constraints for Time Entry |
Time entry views |
If your organization wants to designate the time entry views in which users can assign the time of other users to cases and incidents, then you can configure the time entry views. |
Configuring Time Entry Views |
Workflows for business processes |
If your organization wants to design and implement automatic workflows for business processes, then you can use the Business Process Designer. You must activate some predefined workflows. |
Activating Siebel Public Sector Workflows Siebel Business Process Framework: Workflow Guide |