sieble培训材料3(共23张).pptx

Module 2: Basic NavigationSection 1: Foundations1Module ObjectivesuAfter completing this module, you will be able to Log on to Siebel Call Center Identify the UI structureNavigate through the user interfaceIdentify UI elementsuWhy you need to know Understanding UI navigation enables you to use Siebel applications successfully 2Starting Siebel ApplicationsuSelect Start Programs Siebel Enterprise Applications 6.0 Siebel Call CenterOr double-click the Shortcut3Logging On uTo log on to Siebel eBusiness applicationsSupply your User name and PasswordSelect a data source 4Verifying Connected UseruSelect Help Technical Support to view connection informationUser nameData source5Logging On as a Different UseruSelect File Connect to log on as a different user without closing the Siebel applicationEnter new User name and Password6Changing Your PassworduWhen connected to the server, you may change your password by selecting File Change PasswordEnter new password information7The UI StructureList ViewsApplicationScreensExplorer ViewsDetail ViewsForm AppletForm AppletList or Form AppletList AppletList AppletTree AppletRecord Record RecordRecord Record RecordRecord Record RecordA Screen contains ViewsA View contains AppletsAn Application contains ScreensAn Applet displays Records8What Is a Siebel Applet? uAn applet displays one or more records for a business entityList applet displays one or more recordsForm applet displays information about selected record above9What is a Siebel View?uA view contains a collection of appletsuThere are three types of views in Siebel eBusiness applicationsList viewDetail viewExplorer view10List ViewuHelps you find, sort, and quickly review information View area may be outlined with colored borderSelected record displays in form applet below11Detail ViewuDisplays information about a single parent record and related child recordsActivities related to the ContactForm applet displays single parent record information List applet displays related child record information 12Explorer ViewuDisplays parent and child record information in a hierarchyTree applet displays parent/child record relationshipsChanges can be made to records in the list applet13What is a Siebel Screen? uA screen is a group of views that support a major business functionAccountsContactsOpportunitiesActivities14Navigating Between Screens and ViewsuThere are two ways to navigate between screens and viewsSelect Screen from Tab Bar.then select view from View BarORSelect Screen from Menu Bar.then select view from submenu15Navigating Between AppletsuTo select an applet, click inside it or select a recordColored border indicates selected appletUse Ctrl + Tab to switch between appletsSelected record is highlighted with row indicator16Navigating Applets with the Toggle ButtonuSome applets are configured with a toggle button that allows the user to switch between applets Click on the toggle button. and get a different applet17Elements of the UIuSome UI elements you need to knowTitle Bar: application name and current viewMenu Bar: application commands and keyboard shortcutsTool Bar: icons for frequently used commandsAlpha Tab Bar: use for alphabetic search 18Elements of the UI ContinueduSome more important elementsQueries List: displays available queriesView Bar: available views for the selected screenTab Bar: tabs for frequently used screens19SummaryuThis module showed you how toLog on to Siebel Call Center Navigate through screens, views and appletsIdentify UI elements20LabsuLab 1Basic Siebel eBusiness navigation 21Lab ReviewuReview observations, comments, and issues that arose during the labuDiscuss the solutions to the questions asked22演讲完毕，谢谢观看！