Siebel Events Management Guide > Defining an Event > End-User Setup Procedures for Defining an Event >

Creating Events


Events can be manually created or updated with an event plan. Events Management allows you to manage and track the entire event process.

To create an event

  1. Navigate to the Site Map > Events > Event Plans view.
  2. From the visibility filter, select All Event Plans.
  3. In the All Event Plans list, select and drill down on the Event Plan Name.
  4. Click the Schedule view tab, and then click Events.
  5. In the Events list, create a new record, and complete the necessary fields.

    NOTE:  You can automatically generate events on the Event Plans form, using the Create Events button.

Table 6 and Table 7 describe some fields in the Events form.

Table 6. Selected Financial Customer-Specific Fields in the Events Form
Field
Comments

# of Attendees

Allows you to maintain approximate attendance information.

Additional Product Interest

A free-form text field to describe additional sectors, regions, additional capitalization sizes, and other items of interest about the featured investment security.

Asset Class

The asset class of the investment security featured by the event. For example, if the event is called Global Bond Investing, then the featured asset class would be Fixed Income (or Bonds).

Capitalization Size

Describes the relative size of the market capitalization of the featured investment.

Deal Name

Name of the deal (IPO or other investment banking-related opportunity) featured by the event.

External

A check box to indicate whether you an event to be visible to external contacts through the Siebel Events Web site. If External is not checked (value = FALSE), then no external contacts are able to see information about the event through the Web site.

Fee Type

The fee is required for the event. Default values include Registration, Voluntary, Donation, and None.

Industry

Describes the sector or industry group of the featured investment. For example, if the event features an automobile company, then the Industry value is Automobiles.

Preferences

Free-form field that allows you track any attendee preferences on an aggregated basis. For example, in this field you might enter "Order 20 vegetarian meals."

Project Code

Your company's internal Project Code for the event.

Region Origin

Describes the region in which the featured investment originates. For example, if the event features an automobile company based in Japan, then the Region Origin value is Asia.

Symbol

The stock ticker or CUSIP of the featured investment.

Table 7. Selected Fields in the Event Form
Field
Comments

Capacity

Approximate audience range projected for the event. This value is used during registration to help determine whether or not maximum enrollment for the event has been reached.

Display on Website

Specifies whether the event should be displayed on the Events Web site.

Description

A free-form text field to describe the event. Information entered here is visible to prospective attendees as part of the Upcoming Events information on the Home Page.

Current Registration Fee

Fee to register for the event at the current date and time.

End

(Required) Date and time that the event ends. The end value cannot be set to a date and time earlier than the Start value. Also, the end value cannot conflict with parent (events, in the case of sessions or event plans, in the case of events) start and end values.

Event Name

(Required) Name for the event that will be visible to internal and external users.

Event Type

(Required) Nature of the event. Typical values include Meeting, Conference, Trade Show, Seminar, and so on. The list of values that determines the available choices is EVENT_TYPE.

Fee Type

The fee is required for the event. Default values include Registration, Voluntary, Donation, and None.

Frequency

The number of times the event takes place.

Host Employee

The employee responsible for the event.

Invitation Deadline

Date by which invitations for the event should be sent to prospective attendees. Defaults to 60 days before the event Start.

Lead Partner

The partner company affiliated with the event.

Organization

Specifies which organizations have access to view the event. By default, the event creator's organization is added to this list as the primary organization. For more information about organizations, the Siebel Applications Administration Guide.

Promotional Fee

Discounted fee for registering before the promotion and date.

Promotion End

The date until which the promotional registration fee applies.

Standard Fee

Regular fee for registering into the event.

Session Template

Specifies the session template used to generate sessions.

Start

(Required) Date and time that the event starts. The start value cannot be set to a date and time later than the end value. For a new event, both fields default to current date and time. The event automatically appears on the Events Calendar for each date from the start through and the end.

Also, the start value cannot conflict with parent (events in the case of sessions, event plans in the case of events) start and end values.

Status

Status of the event. Values available by default are as follows:

  • Planned. Visible only in administrative screens. Registration not allowed.
  • Launched. Visible in administrative screens and end-user screens. Registration allowed.
  • In Progress. Visible in administrative screens and end-user screens. Registration allowed.
  • Completed. Visible only in administrative screens.
  • Cancelled. Visible only in administrative screens.

URL

Location of a Web site providing more information about the event.

Venues

Main location where the event is held, such as a hotel, conference center, or office building. You associate venues with Companies.

After you create an event, you can associate one or more tracks with an event.

Updating an Event

Sometimes in the event planning process it is necessary to add or update information previously recorded based on changes to the events.

To update an event

  1. Navigate to the Site Map > Events > Event view.
  2. In the Events list, select the event, and make the necessary changes.
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