Assigning Responsibilities to Sieble Mobile Users

This task is a step in Process of Setting Up Siebel Mobile Connected Applications.

A responsibility corresponds to a set of views. Responsibilities control the views to which users have access. The following procedure shows you how to assign views to a responsibility and then users to that responsibility.

To assign responsibilities to Siebel Mobile application users

1. Log in to the Siebel application as a user with administrator privileges.

2. Navigate to the Administration - Application screen, then the Responsibilities view.

3. Query for and select the appropriate responsibility or user role.

   For example, query for the following: PH Pharma Sales Rep - US Sales.

4. Select the Responsibilities tab, and then do the following:

   1. In the Users applet, add users to the responsibility as required.

   2. In the Views applet, add the appropriate views to the responsibility as required.

The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Pharma, so it is not necessary to manually add the views again.

Application

Default Views

Siebel Mobile application for Siebel Pharma

LS Home Page Call View - Mobile LS Pharma Call Validation Results View - Mobile LS Pharma Call Signature Capture View - Mobile LS Pharma Signature Audit Administration View_PUI SIS HH Pharma Account Call Attendee View - Mobile SIS HH Pharma Professional Promotional Items View - Mobile SIS HH Pharma Professional Samples Dropped View - Mobile SIS HH Pharma Professional Call Products Detailed View - Mobile eDetailer Message Plan Preview View - Mobile eDetailer Presentation View - Mobile Pharma Call Literature View - Mobile Pharma Account List View - Mobile Pharma Account Contact View - Mobile Pharma Account Calls View - Mobile Pharma Account Addresses View - Mobile Pharma Account Affiliations View - Mobile Pharma Account Relationships View - Mobile Pharma Account Attachments View - Mobile Pharma Contact List View - Mobile Pharma Contact Call View - Mobile Pharma Contact Address View - Mobile Pharma Contact Best Contact Times View - Mobile Pharma Contact State Licenses View - Mobile Pharma Contact Affiliations View - Mobile Pharma Contact Relationships View - Mobile Pharma Contact Attachments View - Mobile

The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Consumer Goods, so it is not necessary to manually add the views again.

Application

Default Views

Siebel Mobile application for Siebel Consumer Goods

CG Account Addresses View - Mobile CG Account Calls Views - Mobile CG Account Contacts View - Mobile CG Account List View - Mobile CG Account Notes View - Mobile CG Account Orders View - Mobile CG Account Product Audits View - Mobile CG Account Products View - Mobile CG Contact Addresses View - Mobile CG Contact Best Call Times View - Mobile CG Contact List View - Mobile CG Routes Accounts View - Mobile CG Routes List View - Mobile CG Call Account Assessment View - Mobile CG Call Account Notes View - Mobile CG Call Merchandising Audits View - Mobile CG Call Orders View - Mobile CG Call Retail Audit List View - Mobile CG Outlet Visit Activities List View - Mobile CG Visit Call Items List View - Mobile CG Order List View - Mobile CG Return Order List View - Mobile

The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Sales, so it is not necessary to manually add the views again.

Application

Default Views

Siebel Mobile application for Siebel Sales

SHCE Account List View - Mobile SHCE Account Contacts View - Mobile SHCE Account Opportunity View - Mobile SHCE Account Address View - Mobile SHCE Account Activities View - Mobile SHCE Account Team View - Mobile SHCE Sales Contact List View - Mobile SHCE Sales Contact Opportunities View - Mobile SHCE Contact Team View - Mobile SHCE Contact Address View - Mobile SHCE Sales Lead List View - Mobile SHCE Sales Lead Opportunities View - Mobile SHCE Opportunities List View - Mobile SHCE Sales Opportunities Contacts View - Mobile SHCE Sales Opportunities Products View - Mobile SHCE Sales Opportunities Quotes View - Mobile SHCE Sales Opportunities Activities View - Mobile SHCE Sales Opportunities Opportunity Team View - Mobile SHCE Quote List View - Mobile SHCE Quote QuoteItem View - Mobile SHCE Quote Order View - Mobile SHCE Quote Team View - Mobile SHCE Sales Orders List View - Mobile SHCE Sales Order line Item View - Mobile SHCE Activity List View - Mobile SHCE Sales Activity Contact Form View - Mobile SHCE Sales Activity Employee Form View - Mobile

The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Field Service, so it is not necessary to manually add the views again.

Application

Default Views

Siebel Mobile application for Siebel Field Service

SHCE Service Account Assets View - Mobile SHCE Service Account Contacts View - Mobile SHCE Service Account Entitlements View - Mobile SHCE Service Account SRs View - Mobile SHCE Service Accounts View - Mobile SHCE Service Activity Assets List View - Mobile SHCE Service Activity Attachment View - Mobile SHCE Service Activity Contact Form View - Mobile SHCE Service Activity FS Expense View - Mobile SHCE Service Activity FS Instructions List view - Mobile SHCE Service Activity FS Steps View - Mobile SHCE Service Activity Home Page View - Mobile SHCE Service Activity Invoice Signature View - Mobile SHCE Service Activity SR List View - Mobile SHCE Service Activity Time View - Mobile SHCE Service Asset Entitlements View - Mobile SHCE Service Asset List View - Mobile SHCE Service Asset Measurement View - Mobile SHCE Service Asset Reading View - Mobile SHCE Service Asset Warranty View - Mobile SHCE Service FS Activity Part Movements View - Mobile SHCE Service FS Activity Recommended Parts Tools - Mobile SHCE Service FS Invoice - Auto Invoice View - Mobile SHCE Service Invoice Line Item Details View - Mobile SHCE Service Invoice List View - Mobile SHCE Service Invoice line Item View - Mobile SHCE Service My Part Browser View - Mobile SHCE Service Order line Item View - Mobile SHCE Service Orders List View - Mobile SHCE Service Part Browser Availability View - Mobile SHCE Service Part Browser Substitute View - Mobile SHCE Service SR Activity View - Mobile SHCE Service SR Invoices View - Mobile SHCE Service SR Orders View - Mobile SHCE Service Service Request Invoice Signature View - Mobile SHCE Service Service Request View - Mobile SHCE Technician Breaks View - Mobile SHCE Technician POU View - Mobile SHCE Technician Shifts View - Mobile

The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Financial Services, so it is not necessary to manually add the views again.

Application

Default Views

Siebel Mobile application for Siebel Financial Services

FINS Account List View - Mobile FINS Account Contacts View - Mobile FINS Account Opportunity View - Mobile FINS Account Address View - Mobile FINS Account Activities View - Mobile FINS Account Team View - Mobile FINS Company Financial Accounts View - Mobile FINS Contact List View - Mobile FINS Contact Opportunities View - Mobile FINS Contact Team View - Mobile FINS Contact Address View - Mobile FINS Contact Financial Accounts View - Mobile FINS Contact Notes View - Mobile FINS Contact Activity View - Mobile FINS My Application View - Mobile FINS Application View - Mobile FINS New Opportunities List View - Mobile SHCE Opportunities List View - Mobile SHCE Sales Opportunities Contacts View - Mobile SHCE Sales Opportunities Products View - Mobile SHCE Sales Opportunities Quotes View - Mobile SHCE Sales Opportunities Activities View - Mobile SHCE Sales Opportunities Opportunity Team View - Mobile FINS Households List View - Mobile FINS Household Contact View - Mobile FINS Household Notes View - Mobile FINS Household Activity View - Mobile FINS Household Opportunities View - Mobile FINS Household Financial Account View - Mobile FINS Household Address View - Mobile FINS Financial Accounts List View - Mobile FINCORP Account Service Request View - Mobile FINCORP Account Balance History Chart View - Mobile FINCORP Account Transaction Detail View - Mobile SHCE Activity List View - Mobile SHCE Sales Activity Contact Form View - Mobile SHCE Sales Activity Employee Form View - Mobile FINS HomePage View - Mobile FINS New Lead List View - Mobile SHCE Part Browser Substitute View - Mobile SHCE Sales Lead List View - Mobile SHCE Sales Lead Opportunities View - Mobile SHCE Service SR List View - Mobile SHCE Service SR Orders View - Mobile SHCE Service SR Activity View - Mobile SHCE Service SR Invoices View - Mobile UInbox My Inbox Item List View SHCE Service SR Invoices View - Mobile UInbox My Inbox Item List View

The following table lists the application views that are added by default as part of the seed data for Siebel Mobile application for Siebel Clinical, so it is not necessary to manually add the views again.

Application	Default Views
Siebel Mobile application for Siebel Clinical	LS Clinical My Site Visits View - Mobile LS Clinical Protocol Site List View - Mobile