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Applications Administration Guide > Activities, Activity Plans, and Assessments >

About Activity Assignment

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Activities created using activity templates can be assigned automatically to:

• The employee who is specified in the template
• The employee who creates the activity, using activity templates (this is usual in a sales situation)
• No employee (this is recommended when Assignment Manager will be used to assign the activity)

The assignment is determined by the values in the Employee and Category fields of the activity record in the Activity Template Details list, according to Table 20.

Table 20.  Employee and Category Values Determine Activity Assignment

If Employee Is...	and Category Is...	Then the Activity Is...
NOT NULL	any value (NULL or NOT NULL)	assigned to the employee who is specified in the Employee field of the template.
NULL	Field Engineer Activity Repair Activity, Preventive Maintenance, or Other	not assigned. The Employee and Owner fields are blank in the created activity.
NULL	not Field Engineer Activity, Repair Activity, Preventative Maintenance, or Other	assigned to the employee who creates the activity (by applying the activity template).

NOTE:  Activities created directly in the Activities screen are similarly affected by the Category value. If the Category value is changed to Field Engineer Activity, Repair Activity, Preventive Maintenance, or Other, the values of Owner and Category fields will be deleted and set to NULL when the record is saved.

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