Section 1: Foundations

Module 2: Basic Navigation

1
 Module Objectives
After completing this module, you will be able to
Log on to Siebel Call Center
Identify the UI structure
Navigate through the user interface
Identify UI elements

Why you need to know

Understanding UI navigation enables you to use Siebel applications
successfully

2
 Starting Siebel Applications
Select Start Programs Siebel Enterprise Applications 6.0
Siebel Call Center

Or double-
click the
Shortcut

3
 Logging On
To log on to Siebel eBusiness applications

Supply your User name and

Password

Select a data source

4
 Verifying Connected User
Select Help Technical Support to view connection information

User name

Data source

5
 Logging On as a Different User
Select File Connect to log on as a different user without closing
the Siebel application

Enter new User name

and Password

6
 Changing Your Password
When connected to the server, you may change your password
by selecting File Change Password

Enter new password information

7
 The UI Structure

An Application contains Screens

Application
A Screen contains Views

A View contains Applets Screens

An Applet displays Records

List Views Detail Views Explorer Views

List Applet Form Applet

Tree List
Record
List or Form Applet Applet
Record
Record Applet
Record
Record Record
Record Record
Form Applet Record

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 What Is a Siebel Applet?
An applet displays one or more records for a business entity
List applet
displays one
or more
records

Form applet
displays
information
about
selected
record above

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 What is a Siebel View?
A view contains a collection of applets
There are three types of views in Siebel eBusiness applications
List view
Detail view
Explorer view

1
 List View
Helps you find, sort, and quickly review information

Selected View area

record may be
displays in outlined
form applet with
below colored
border

1
 Detail View
Displays information about a single parent record and related child
records
Form applet
displays
single parent
record
information

List applet
displays
related child
Activities record
related to the information
Contact

1
 Explorer View
Displays parent and child record information in a hierarchy

Changes can
Tree applet be made to
displays records in the
parent/child list applet
record
relationships

1
 What is a Siebel Screen?
A screen is a group of views that support a major business function

Accounts Activities

Contacts

Opportunities
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 Navigating Between Screens and Views
There are two ways to navigate between screens and views
Select Screen from
Tab Bar.

...then select view from View Bar

OR

Select Screen
from Menu Bar...

...then select view from submenu

1
 Navigating Between Applets
To select an applet, click inside it or select a record

Colored
border
Selected indicates
record is selected
highlighted applet
with row
indicator
Use Ctrl +
Tab to
switch
between
applets

1
 Navigating Applets with the Toggle Button
Some applets are configured with a toggle button that allows the
user to switch between applets
Click on the toggle button.

and get a different applet

1
 Elements of the UI
Some UI elements you need to know
Tool Bar: icons for
frequently used
commands
Title Bar:
application
name and Menu Bar: application
current view commands and keyboard
shortcuts

Alpha Tab Bar: use for

alphabetic search

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 Elements of the UI Continued
Some more important elements Queries List: displays available queries

Tab Bar: tabs

View Bar: for frequently
available used screens
views for the
selected
screen

1
 Summary
This module showed you how to
Log on to Siebel Call Center
Navigate through screens, views and applets
Identify UI elements

2
 Labs
Lab 1
Basic Siebel eBusiness navigation

2
 Lab Review
Review observations, comments, and issues that arose during the lab
Discuss the solutions to the questions asked