Siebel Consumer Goods Guide > Objectives >

Creating Recommended Activities for an Objective

You can add one or more recommended activities to an objective. Recommended activities:

• Are associated with every target account added to the objective.
• Are not assigned to individuals, because they will be used when planning visits to all of the targeted accounts.
• Can optionally be associated with individual products, if certain activities apply to specific products.

This task is a step in Process of Working with Objectives.

To add recommended activities to an objective

1. Navigate to the Objectives screen > Retail Objective List view.
2. In the Objectives list, drill down on the objective record to which you want to add an activity.
3. Click the Activities view tab, create a new record in the Activities list, and complete the necessary fields.

   Some fields are described in the following table.

   Fields	Comments
   Activity Type	The type of activity to be performed; for example, a retail assessment or presentation.
   Assessment Template	The name of the assessment template assigned to the recommended activity. If the recommended activity requires an assessment to be carried out, the relevant assessment template can be associated with the recommended activity. For information on assessment templates, see the Siebel Applications Administration Guide.
   Earliest Start	The suggested date the recommended activity begins; the default is the objective period start date. If you choose to edit it, the date must fall within the period assigned to the parent objective.
   Latest Finish	The suggested date the recommended activity ends; the default is the objective period end date. If you choose to edit it, the date must come after the Earliest Start date for the recommended activity and must fall within the period assigned to the parent objective.
   Products	Each activity can have one or more products associated with it. The choice of products is restricted to products that are already associated with the objective.
   Required	Select to indicate the activity must be addressed (done or rescheduled) before the representative completes a visit.
   Routine	Select to indicate that the activity applies to every retail visit. For example, even after a representative completes the activity on a visit, the activity appears on every subsequent visit that is planned between the activity's Earliest Start and Latest Completion dates. Clear this field to indicate that the activity is nonroutine. Therefore, when the activity has been completed or when the date of the visit is greater than the activity's Latest Completion date, the activity is no longer available to be applied to visits.
   Role	If you are using Territory Management, use this field to assign the activity only to positions that have this role.
   Category	If you are using Territory Management, use this field to assign the activity only to positions that are associated with this category.
   Assign To All	If this is selected, the activity is created for each member of the account team. If this is not selected, the activity is created only for the primary member of the account team. Do not select this field if you are using the Role and Category fields.