Siebel Life Sciences Guide > Managing MedEd Events >
Creating Master MedEd Plans
Administrators and managers create master MedEd plans to allocate funding resources and spending privileges to end users who perform tasks associated with a MedEd event. Each person who receives a funding allocation from a specific MedEd plan can create one or more subplans to further specify how the funds will be allocated. For more information on creating MedEd plans and subplans, see Setting Up a MedEd Plan (End User). To create a MedEd master plan
- Navigate to the Data Administration screen > MedEd Planning view.
- In the Plan Administration form, create a new record and complete the necessary fields.
Some fields are described in the following table.
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Assigned To |
Person responsible for carrying out the plan. Defaults to the current user name. |
Budget |
Amount of money authorized for spending under the plan. |
Funds |
One or more funds (cost centers) associated with the plan. |
Objective |
One or more purposes to be accomplished by holding MedEd events associated with the plan. |
Period |
Time period during which the plan is to be used. |
Plan ID |
An unique alphanumerical value identifying the plan. The application automatically assigns this value when you create the plan record. |
Plan Name |
Name for a plan that you want others to associate with MedEd events. |
Products |
Products to be promoted with the funds supplied under this plan. |
Status |
Indicates whether the plan is currently active or inactive. |
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