Siebel Training Module

1. Siebel Training Module Property of Cracking Siebel

2. Agenda • Introduction • Training Material • Training Courses • Enrollment Process • Tracking • Manager Role • View Trainings • Assign Trainings • Notification Emails • Note Property of Cracking Siebel

3. Introduction Siebel Training Module is out-of-the-box functionality. It allows to collate all Training materials and courses with in the Siebel application. Users can search for available courses and enroll themselves. Property of Cracking Siebel

4. Training Materials For each training, there are associated materials such as documents and presentations. Siebel provides Training Library screen to store all training materials (including doc, xls, ppt and pdf files). Make sure to include Literature Type as ‘Training Literature’. Property of Cracking Siebel

5. Training Courses A course is the main training element in Siebel Training Create training courses under Administration – Training > Course Details screen. Mark the status as ‘Active’ to publish the course. Property of Cracking Siebel

6. Training Courses - Continued Associate Training courses with the relevant training materials. Property of Cracking Siebel

7. Enrollment Process A user can enroll themselves to any available trainings under Trainings > Find Trainings view. Alternatively, administrator can also delegate course trainings to any other user. Property of Cracking Siebel

8. Enrollment Process - Continued ‘Enroll’ button invokes two vanilla workflows – eTraining Enrollment Process eTraining Enrollment Message Process It is required to deploy and activate these two workflows. Property of Cracking Siebel

9. Tracking Users can track and monitor progress of their registered trainings under Trainings > My Trainings view. Property of Cracking Siebel

10. Tracking - Continued Users can see the details for any training course by clicking hyperlink in course list column. Users may de-register selected course. Property of Cracking Siebel

11. Manager Role – View Trainings Managers can see all training enrollments of their subordinates under Trainings > My Team’s Trainings view. Property of Cracking Siebel

12. Manager Role – Assign Trainings Managers can also assign trainings to their team members under Training > Find Training view. Click on ‘Enroll’ button in the list column – Enroll Others. Then select all the users to whom training is to be assigned. Click ‘Finish’. Property of Cracking Siebel

13. Notification Emails In vanilla functionality, training registration/notification emails are not sent. To send them, following changes need to be made – Enable Workflow Policy – eTraining Course Confirmation Email Activate Workflow Process – Course Confirmation Email (Training) Configure Communication Drivers - Internet SMTP/POP3 Server Configure Notification Email Template – Course Confirmation Email Package (eTraining). Associateitwith Communication Driver above. Run two server components – Generate Triggers and Workflow Monitor Agent to generate database triggers. Property of Cracking Siebel

14. Note Need to assign appropriate responsibilities to the users to have them access to required views. Property of Cracking Siebel