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Creating a Time Off Territory Record (End User)


End users must create at least one time off territory record for business days that they spend on activities not directly related to an account, contact, or opportunity. A single time off territory record can represent one or many days. Multiple time off territory records can represent different activities performed on a single day. For example, a user could create one record for a conference attended in the morning and another for vacation time taken in the afternoon.

To create a time off territory record

  1. Navigate to the Time Off Territory screen.
  2. Create a new record and complete the necessary fields.

    Some fields are described in the following table.

    Field
    Comments

    Description

    The reason for the time off.

    Hours

    Represents duration of the time off request. The application automatically calculates this value when you enter or update the Start Time and End Time fields.

    Status

    The status of a time off request.

    End users cannot select Submitted. For more information on changing the status of a record to Submitted, see Submitting a Time Off Territory Record (End User).

    The new time off territory record appears in the Activities lists and in the calendar.

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