Siebel Life Sciences Guide > Setting and Achieving Objectives >

Creating an Objective

You must complete this task before performing the remaining tasks in this chapter. If you need an objective to recur, see Creating Recurring Objectives.

To create an objective

1. Navigate to the Objectives screen.
2. Create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Parent Objective	If this objective is a subgoal of another objective, select the parent objective. The parent objective defines some of the criteria for all of its child objectives. For example, child objectives are constrained to the products associated with the parent objective, if any. You can create parent objectives without completing the Parent Objective field. You must complete the Parent Objective field when creating child objectives. Parent-child relationships between objectives can be viewed in the Objectives Explorer view. Note that child objectives are not constrained by the organization or team definitions of the parent objectives.
   Type	The type of objective being created; for example, a promotion or a marketing type of objective. Selecting the type of objective does not drive any other functionality within the product.
   Description	A few words which describe the purpose of the objective.
   Start Date	The start date of an objective. It must fall within the objective's time period. This field is automatically updated if the Period field is changed.
   End Date	The ending date of an objective. It must fall within the objective's time period. This field is automatically updated if the Period field is changed.
   Period	The period of time during which an objective must be completed.
   Actual	This data must be imported by the Siebel administrator using EIM. You cannot manually edit this field.
   Last Actual Update	This date must be added by the Siebel administrator using Siebel EIM, after the Actual data has been updated. You cannot manually edit this field.
   Organization	The organization will constrain the target accounts that will be available to associate with the objective.
   Team	Multiple people can be assigned to the objective's team.
   Business Plan	If this objective is associated with a business plan for a managed-care account, enter the plan name.

Creating Recurring Objectives

At some time you may wish to create recurring objectives. You can:

• Change the period of an existing objective
• Copy an existing objective and apply a new period to it
• Use a workflow to schedule monthly calls. For general information about workflows, see Siebel Business Process Framework: Workflow Guide.

NOTE:  Deleting an objective completely removes the objective from the system. If you are unsure about whether the objective is still active (and therefore should not be deleted), you can remove yourself from the objective's team instead of deleting the record.