Siebel CRM - Setting up Divisions

Setting up divisions

Once the divisional hierarchy of a company is documented, it must be translated to Siebel administrative data. An administrator uses the Administration - Group screen, Internal Divisions view—shown in the following screenshot—to enter and manage the division information:

This view allows administrators to enter and maintain information about a company's divisions. The example company visible in the screenshot (Vision Corporation) is part of the Siebel sample database and has four subordinate divisions.

In order to create a new divisional hierarchy, we can follow the steps in the task list below:

1. Log in to the Siebel application using an administrative user account.
2. Navigate to the Administration - Group screen, Internal Divisions view.
3. Create a new record for the top-level division fi rst.
4. Enter address and other information if required.
5. Save the division record.
6. Create a new division for each subordinate division and use the Parent Division field to select the appropriate parent division.
7. Use the explorer applet to verify that the divisional hierarchy represents the organization chart.

The following screenshot shows the explorer applet in the Internal Divisions view after the entry of the data from the example organization chart:

In order to distinguish the example company from other divisions in the database, the acronym "AHA " was used.

From an administrative perspective, we must be aware of the fact that organizational changes might occur frequently. These changes can include one department becoming subordinate of another, or other departments being detached from the hierarchy in order to become separate companies. Siebel administrators must be informed of these changes in order to be able to adjust the division data in a timely manner.

In your demonstration environment, use the instructions in the above section to create a division hierarchy. You might want to use the example or create your own divisions.