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Siebel Create Service Request

This document provides steps to create a service request in Siebel CRM. It includes opening Siebel, searching for an account, creating a new service request, and ensuring the status is set to Open and substatus is Unassigned. The steps involve clicking, typing, and checking fields to complete the service request creation.

Uploaded by

Mohamed Kamal
Copyright
© © All Rights Reserved
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83 views5 pages

Siebel Create Service Request

This document provides steps to create a service request in Siebel CRM. It includes opening Siebel, searching for an account, creating a new service request, and ensuring the status is set to Open and substatus is Unassigned. The steps involve clicking, typing, and checking fields to complete the service request creation.

Uploaded by

Mohamed Kamal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Siebel Create Service Request

Created on: 07/07/2010

Description: Create a service request to add a new reservations


DB and ensure that the Status is Open and
Substatus is Unassigned.

Last Modified: 07/07/2010


Last Run 01/01/0001

Created by: WORKHORSEXP\MOM


Priority Highest

Left DblClick

Details

Action

IT
IO

Category Siebel Tests

Description:

Left Click

Description:

Details

TI
O

Action

UA

ED

Open Siebel from desktop.

#
3

EV
AL

Change to the Accounts tab.

Action

Details

Left Click

Description:
Change to "All Accounts" view.

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Siebel Create Service Request

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Action

Left Click

Details

Description:
Change to the "All Accounts" view.

Action

Left Click

Details

IT
IO

Description:

Type

Details

Action
Marriot*

TI
O

ED

Start a query.

Description:

#
7

EV
AL

UA

Enter the first few characters to search for (in this case
Marriot*)

Action

Details

Left Click

Description:
Run the query.

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Siebel Create Service Request

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Action

Left Click

Details

Description:
Drill down on the record.

Action

Left Click

Details

IT
IO

Description:

10

Left Click

Details

Action

Description:

#
11

EV
AL

UA

Create a new service request.

TI
O

ED

Change to Service Requests

Action

Details

Left Click

Description:
Edit the description so we know what the SR was created
for.

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Siebel Create Service Request

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Action

12

Type

Details
Add new reservations DB.

Description:

Action

13

Left Click

Details

IT
IO

Description:

14

Screen Check

Details

Action

TI
O

15

EV
AL

UA

Description:
Check the status is Open.

ED

Drill down on the SR number.

Action

Details

Screen Check

Description:
....also check the substatus is "Unassigned"

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Siebel Create Service Request

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Action

16

Left Click

Details

Description:

EV
AL

UA

TI
O

ED

IT
IO

Close the Siebel instance.

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Siebel Create Service Request

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