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Associating an Activity with a Premise in Siebel Energy (End User)

End users can create an activity and associate it with a premise to:

  • Remind themselves of procedures related to a premise that they must perform.
  • Communicate procedures related to a premise that other members of the organization must perform.

To associate an activity with a premise

  1. Navigate to the Premises screen.
  2. In the Premises list, click the address of a premise.
  3. Click the Activities view tab.
  4. In the Activities list, add a record and complete the necessary fields.
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