Siebel 2018: Administrative Tasks for Siebel Public Sector

Table 2 lists and describes the administrative setup tasks that are specific to Siebel Public Sector and the tasks that might differ from those of the other Siebel Business Applications. The table also directs you to documentation that provides information about each task. When setting up Siebel Public Sector, use this table with Siebel Applications Administration Guide.

Siebel Applications Administration Guide includes information about the setup tasks that are common to all Siebel Business Applications, such as using license keys, defining employees, and defining your agency's structure. It also provides the needed information to perform data administration and other administrative tasks.

Some tasks in this table might replace the corresponding tasks in Siebel Applications Administration Guide, and others might be additional tasks. For instructions about how to create the Siebel Administrator account that the administrator uses to perform the administrative procedures described in this guide, see the Siebel Installation Guide for the operating system you are using.

Table 2. Administrative Tasks for Siebel Public Sector
Administrative Task	Description	For More Information
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	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

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