Siebel Public Sector Guide > Managing Tax Cases > Working with Tax Case Files >

Managing the Case Calendar and Activities

The calendar can be used to schedule case activities, meetings, as a meeting invitation tool for participants, and to reserve resources required for a meeting.

To create a new activity template or modify an existing one required by your agency or division, refer to Applications Administration Guide. For more information administering and using the calendar, see Applications Administration Guide and Fundamentals.

These tasks are a step in Process of Managing Tax Cases

To create a new case activity

1. Navigate to the Cases screen > Case List view.
2. In the Case List, query for the case name or case number.
3. In the case record, click the link in the Case Name field.
4. From the Case form, click the Activity View tab.
5. In the Activity List view, create a new activity.
6. In the Activity record, select the appropriate value in the Type field, and add a description.
7. In the Activity record, click the link in the Type field.
8. In the activity form, complete additional fields, and select the activity display method in the Display In field.

To associate an activity plan with predefined activities to the case

1. Navigate to the Cases screen > Case List view.
2. In the Cases list, query for the case name or case number.
3. In the case record, click the link in the Case Name field.
4. From the Case form, click the Activity Plan view tab.
5. In the Activity Plans list, create a new record.
6. In the new record, select the predefined template in the Template field.
7. Scroll down to the Activities list to view the predefined activities associated with the activity plan.

To add participants and resources for a meeting

1. Navigate to the Case List view, and query for the case name or case number.
2. In the case record, click the link in the Case Name field.
3. From the Case form, click the Calendar view tab.
4. In the Calendar view, click on the Date field to create a new record.
5. In the Calendar Detail form, complete the fields.
6. In the Participant Availability calendar, click the appropriate button to add an employee or a contact.
7. Click Add Resource to reserve equipment such as a projector or a conference room.

   Use the filters to display the calendar availability during working hours, or for 24 hours.

   Click Remove Participant to remove a participant from the calendar event.