sieble培训材料3.ppt

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1、sieble培训材料培训材料32Module 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 3Star

2、ting Siebel ApplicationsuSelect Start Programs Siebel Enterprise Applications 6.0 Siebel Call CenterOr double-click the Shortcut4Logging On uTo log on to Siebel eBusiness applicationsSupply your User name and PasswordSelect a data source 5Verifying Connected UseruSelect Help Technical Support to vie

3、w connection informationUser nameData source6Logging On as a Different UseruSelect File Connect to log on as a different user without closing the Siebel applicationEnter new User name and Password7Changing Your PassworduWhen connected to the server, you may change your password by selecting File Cha

4、nge PasswordEnter new password information8The 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 Appl

5、ication contains ScreensAn Applet displays Records9What 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 above10What is a Siebel View?uA view contains a collection of applet

6、suThere are three types of views in Siebel eBusiness applicationsList viewDetail viewExplorer view11List ViewuHelps you find, sort, and quickly review information View area may be outlined with colored borderSelected record displays in form applet below12Detail ViewuDisplays information about a sing

7、le parent record and related child recordsActivities related to the ContactForm applet displays single parent record information List applet displays related child record information 13Explorer ViewuDisplays parent and child record information in a hierarchyTree applet displays parent/child record r

8、elationshipsChanges can be made to records in the list applet14What is a Siebel Screen? uA screen is a group of views that support a major business functionAccountsContactsOpportunitiesActivities15Navigating Between Screens and ViewsuThere are two ways to navigate between screens and viewsSelect Scr

9、een from Tab Bar.then select view from View BarORSelect Screen from Menu Bar.then select view from submenu16Navigating 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

10、 with row indicator17Navigating 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 applet18Elements of the UIuSome UI elements you need to knowTitle Bar: application name and c

11、urrent viewMenu Bar: application commands and keyboard shortcutsTool Bar: icons for frequently used commandsAlpha Tab Bar: use for alphabetic search 19Elements of the UI ContinueduSome more important elementsQueries List: displays available queriesView Bar: available views for the selected screenTab

12、 Bar: tabs for frequently used screens20SummaryuThis module showed you how toLog on to Siebel Call Center Navigate through screens, views and appletsIdentify UI elements21LabsuLab 1Basic Siebel eBusiness navigation 22Lab ReviewuReview observations, comments, and issues that arose during the labuDiscuss the solutions to the questions asked