Document number: 11601

 

 

Representative identifies key individuals who maintain contact with PeopleSoft for support functions. Use Representative to maintain Representative information.

Representatives are the contact people at the customer sites who access the call center support functions. If a company has contracted for Premium, Platinum, or Standard support, the representatives use the Site Identification Number (SIN) to access support. If a company has contracted for the Accelerated Solutions model, four representatives are designated to have access to support functions. Those representatives use their Personal Identification Numbers (PIN) rather than the SIN create and update cases.

The tabs are:

• Company - list of companies associated with the representative.
  
  
• Notes/Attachments - notes related to company activities.
  
  
• Roles - list of roles.
  
  
• Relationships - relationship between objects according to the roles.
  
  
• User Profile - login information, password, permission profiles.
  
  
• History - track the activities of the representative.

The 360 Degree view lists representatives and their association with companies.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 02/18/03