Siebel Partner Relationship Management Administration Guide > CHAMP Planning > Process of Using the Siebel PRM CHAMP Planning Module >

Adding Notes to the Plan

This task is a step in Process of Using the Siebel PRM CHAMP Planning Module.

You can add notes when you are creating a plan or when working on the plan after it has been approved. Notes let you enter free text comments about the plan. There are two types of notes:

• Private Notes. These are notes that can be seen only by the person who created the note. These notes are used to record miscellaneous information about the plan for your own use.
• Shared Notes. These are notes that can be seen by everyone in your company who has access to that view and record. These notes are used to share miscellaneous information about the plan.

To add notes to a plan

1. Navigate to the CHAMP Planning screen > All Plans Across Partners view.
2. In the Partner Plans list, drill down on the name of the plan to which you want to add a note.
3. Click the Plan Notes view tab.
4. Add a new record to either the Shared Notes or the Private Notes list.
5. Enter the note in the new record's fields, as described in the following table.

   Field	Comment
   Created	The date when the note was created is entered automatically.
   Note Type	Enter the type of the note. For example, it might be "Directions" or "Reference."
   Note	Enter the text of the note.

Approving the Plan Internally and Publishing It to the Partner

After a partner plan is created, discuss and approve it internally. You can then publish the plan to the partner company, and the partner can view it through the Siebel PRM Portal.

To publish a plan to a partner company

1. Navigate to the CHAMP Planning screen > All Plans Across Partners view.
2. In the record for the partner plan that you want to publish, select the Publish to Partner checkbox.

   When this checkbox is selected, the partner can see the plan on the Siebel PRM Portal.