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Applications Administration Guide > Activities, Activity Plans, and Assessments >
About Activities
Siebel applications use activities to organize, track, and resolve a variety of tasks, from finding and pursuing opportunities to closing service requests. If a task requires multiple steps that one or more people may carry out, activities greatly simplify the job. Activities can help:
- Define and assign the task
- Provide information to complete the task
- Track the progress of the task
- Track costs and bill for the task
These are the major advantages of breaking down a task into one or more activities:
- The ownership of the problem can remain at the management level, when required.
- The employee looking at assigned activities can identify only the required information.
- Reporting is simplified.
- Activities can be assigned to more than one person.
Assignment Methods
Activities, once generated, are assigned to appropriate employees. Activity assignment can take place in a number of ways:
- Manual assignment
- Automatic assignment to the creator of the activity (by predefaulting the Owner field to the activity's creator)
- Automatic assignment using Assignment Manager (see Siebel Assignment Manager Administration Guide).
Business Objects Associated with Activities
Siebel activity objects may be associated with other Siebel business objects. Some common associations are listed in Table 19. In most cases, this association is with a set of activities defined by an activity plan and individual (or stand-alone) activities. In a few cases, an object is associated either with an activity template or with stand-alone activities.
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Applications Administration Guide Published: 09 September 2004 |