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Module 13: Creating the Company Structure

Essentials (Siebel 7.7)


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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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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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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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Creating Divisions

Navigate to Administration Group > Internal DivisionsCreate a new division

Select the parent division if required

Explorer view


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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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Creating Organizations Continued

Verify the organization hierarchy by navigating toAdministration Group > Organizations

Required fields:Name, Currency

Explorer View


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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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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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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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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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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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Creating Responsibilities Continued

Navigate to Administration Application > ResponsibilitiesCopy the desired seed responsibility

Alternatively create a new responsibility


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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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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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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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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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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

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