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Applications Administration Guide > Activities, Activity Plans, and Assessments >
About Activity Assignment
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.
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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Applications Administration Guide Published: 09 September 2004 |