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    Siebel 3

    Uploaded by

    eric_eric
    This document provides an overview of basic navigation in Siebel applications. It describes how to log on, identify the UI structure of screens, views and applets, and navigate between these elements. It also outlines important UI elements like toolbars, menus and tabs. The objectives are to enable users to successfully use Siebel applications by understanding navigation and identifying elements of the user interface. A lab is included for students to practice basic Siebel navigation.

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    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd

    Siebel 3

    Uploaded by

    eric_eric
    249 views22 pages
    This document provides an overview of basic navigation in Siebel applications. It describes how to log on, identify the UI structure of screens, views and applets, and navigate between these elements. It also outlines important UI elements like toolbars, menus and tabs. The objectives are to enable users to successfully use Siebel applications by understanding navigation and identifying elements of the user interface. A lab is included for students to practice basic Siebel navigation.

    Original Description:

    Basic Navigation

    Original Title

    siebel 3

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    This document provides an overview of basic navigation in Siebel applications. It describes how to log on, identify the UI structure of screens, views and applets, and navigate between these elements. It also outlines important UI elements like toolbars, menus and tabs. The objectives are to enable users to successfully use Siebel applications by understanding navigation and identifying elements of the user interface. A lab is included for students to practice basic Siebel navigation.

    Copyright:

    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
    Download as ppt, pdf, or txt
    249 views22 pages

    Siebel 3

    Uploaded by

    eric_eric
    This document provides an overview of basic navigation in Siebel applications. It describes how to log on, identify the UI structure of screens, views and applets, and navigate between these elements. It also outlines important UI elements like toolbars, menus and tabs. The objectives are to enable users to successfully use Siebel applications by understanding navigation and identifying elements of the user interface. A lab is included for students to practice basic Siebel navigation.

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    © All Rights Reserved
    Download as PPT, PDF, TXT or read online from Scribd
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    You are on page 1of 22

    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

    8
    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

    9
    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
    1
    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

    1
    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

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