Process of Tracking Time Off Territory

This topic details sample tasks often performed by end-users when tracking time off territory. Your company might follow a different process according to its business requirements.

When tracking time off territory, end users typically perform the following tasks:

• Creating a Time Off Territory Record. Typically, the sales representative creates a record for all of the days she will be attending the seminar.

• Submitting a Time Off Territory Record.

The regional sales manager uses Siebel Time Off Territory to:

• Viewing Time Off Territory Charts. The regional sales manager can review the time off territory records that have been submitted to the system.

Once the sales representatives submit time off territory records to the system, Siebel Pharma:

• Creates a new time off territory record in the Activities list.

• For each time off territory record, creates an all-day appointment in the calendar.

Note: Siebel Time Off Territory includes two filters for displaying time off territory records: My Time Off Territory and My Team’s Time Off Territory. Each user’s responsibilities determines which of these views are available.