13ESS_Creating the Company Structure_2
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Transcript of 13ESS_Creating the Company Structure_2
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Copyrights 2009BVU Amplify DITM
Siebel CRM
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Module 13: Creating the Company Structure
Essentials (Siebel 7.7)
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Siebel CRM
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Module Objectives
After completing this module you will be able to:Create the following hierarchies in the Siebelapplication for your company
DivisionsOrganizationsPositions
Modify responsibilities appropriate to your companyCreate users
Why you need to know:Provides a framework for creating your companys
reporting structure, which ultimately determinesrecord and view access for employees
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Siebel CRM
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Galway Consultant 10Amsterdam Consultant 2
Organizational Hierarchy
Allows for the definition of organizations, divisions, and positionsUses a top-down approach to define the company structure
Siebel Europe
Northern EuropeConsulting
Professional Services,Amsterdam
ProfessionalServices, Galway
Amsterdam Consultant 1 Galway Consultant 9
Organization
Division
Sub-division
Positions
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Siebel CRM
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Company Structures
Consist of:Division hierarchyOrganization hierarchyPosition hierarchyTailored responsibilitiesEmployees
Are typically defined by business analysts during the design phase toreflect:
Reporting hierarchiesRequirement for data access
Are entered into the Siebel application during initial implementation
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Siebel CRM
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Creating Divisions
Navigate to Administration Group > Internal DivisionsCreate a new division
Select the parent division if required
Explorer view
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Siebel CRM
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Creating Organizations
In the Divisions form:Select the division to be promotedSet the Organization Flag to make a division anorganization as well
Set flag
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Siebel CRM
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Creating Organizations Continued
Verify the organization hierarchy by navigating toAdministration Group > Organizations
Required fields:Name, Currency
Explorer View
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Siebel CRM
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Assigning Organizations to Divisions
Divisions inherit the organization assigned to the parentdivisionIf there is no parent, division is assigned by default to thecreators organization
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Siebel CRM
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Creating Positions
Navigate to Administration Group > PositionsCreate a new position
Select the parent position if requiredSelect the division
Required fields:Division, Position Reporting relationship
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Siebel CRM
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Editing the Company Structure
Divisions and organizations cannot be deleted once createdMany other records in the Siebel database refer to these recordsEliminates the possibility of invalid references
Names of divisions and organizations can be modified
The name Default Organization, however, must not be modifiedParent division and parent organization can be modifiedCaution: Modifying the division hierarchy can change theorganization hierarchy
Recommended practice is not to delete positions, as they are relatedto data
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Siebel CRM
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Predefined Responsibilities
Are supplied by Siebel SystemsAre loaded during initial database installationProvide a set of responsibilities that meet the needs of manybusinessesCannot be edited or deleted
Views cannot be added or removed
Can be copied and tailored to meet specific businessrequirements
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Siebel CRM
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Creating Responsibilities
Inspect the seed responsibilities to identify those that can beusedIf additional responsibilities are required:
Copy a seed responsibility and edit it as requiredCreate a new responsibility if it contains only a smallnumber of views
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Siebel CRM
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Creating Responsibilities Continued
Navigate to Administration Application > ResponsibilitiesCopy the desired seed responsibility
Alternatively create a new responsibility
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Siebel CRM
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Assigning Views
Add or remove views as required
Set Read Onlyto make thisview read-onlyfor thisresponsibility
Set LocalAccess flag tomake the viewaccessible forthe remoteclient andlocal database
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Siebel CRM
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Specifying the Tab Layouts
Navigate to Administration - Application > Responsibilities >Tab Layout 1. Select the
applicationname
2. Edit the ScreenTab Layout and ViewTab Layout asrequired
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Siebel CRM
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Creating Employees
Navigate to Administration User > EmployeesEnter an initial set of users (administrators and developers)
Associate one ormore responsibilities
Associate one ormore positions
Specify additional data for the employee
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Siebel CRM
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Creating Employees Continued
Considerations for creating employees as an administratorSet your New Responsibility field to a value that applies toa group of employees
When new employees are created, the responsibilitydefaults to that value in your New Responsibility fieldDefault value is Siebel Administrator
Value defined is CallCenter Manager
Created recordsdefault to Call CenterManagerResponsibility
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Siebel CRM
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Creating Employees Continued
Employees have two different organizationsOrganization value on Employee Record
Determines which employee recordsappear in the All Employee list viewDefaults to organization of person whocreated that employee
Organization value of Employees Active
positionDetermines what records appear in theAll Opportunities list view, for example
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Summary
This module showed you how to:Create the following hierarchies in the Siebelapplication for your company
DivisionsOrganizationsPositions
Modify responsibilities appropriate to your companyCreate users
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Lab
In the lab you will:Create the ABC organization hierarchy