Guidelines for Designing the Structure and Content of a Page

Use the following guidelines to design the structure of a page that displays in a task:

• Include a title for the task that describes the goal of the task. For example: Create a New Account.

• Include a page title that is concise. Each page title can be an explicit statement of the purpose of the page.

• Include a page explanation. Briefly elaborate on the purpose of the page.

The following table describes the different types of content that Siebel CRM can display on a page and their recommended usage. Make sure that a page only includes content that supports the purpose of the page.

Content Type	Recommended Usage
Overview Page	Displayed at the start of a task. Provides an overview of the goal of the task that can help the user to determine to proceed with the task. For example, the overview page in a driver license renewal task can indicate that completing the task requires a social security number and a driver license number.
Step Page	Displayed throughout a task. Includes only data that is relevant or meaningful to the current task step.
Review Page	Displayed before a commit step. Allows the user to review data before Siebel CRM saves it. Allows the user to review, edit, and navigate in the task to make adjustments.
Summary Page	Displayed at the end of a task. Provides a log and confirmation of work that the user performed. This page cannot include editable data fields because it is a confirmation of information that Siebel CRM already saved to the Siebel database.