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Track Management Tasks

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As described in Defining an Event a track in Siebel eEvents Management is a featured topic or theme at an event. For example, a biotech investment conference may establish three tracks: Genomics, Computers, and Pharma.

In Defining an Event you created tracks and associated them with subevents. In this chapter, you complete the following additional track-related tasks:

Associating one or more sessions with a track. Identify a track that needs to have one or more sessions associated with it, and then select those sessions from a list.
Associating one or more tracks with a subevent or session. Identify a subevent or session that needs to have one or more tracks associated with it, and then select those tracks from a list.
Associating related tracks. Select a track, identify other tracks that are related to the selected track, and then associate those related tracks with the selected track.
Using the Tracks Calendar. Select a subevent and view all of the subevent's tracks, and all of the sessions that make up those tracks, side-by-side in a day planner format.
Associating contacts with a track. Create a list of the members in a given track by selecting contacts and associating them with the track.
Viewing track members. View a list of the contacts associated with a track.

Associating One or More Sessions with a Track

A track is typically comprised of one or more sessions. Therefore, after creating tracks and associating them with subevents, you need to add one or more sessions to each track of the event.

The following procedure describes how to associate one or more sessions with a track.

To associate one or more sessions with a track

From the application-level menu, choose View > Site Map > Events > Tracks.
In the Tracks list, select the track with which you want to associate one or more sessions.
Click the Related Sessions view tab. In the Related Sessions list, create a new record.

Associating One or More Tracks with a Subevent or Session

The information about a subevent or session can include a list of related tracks. The following procedure describes how to associate one or more tracks with a subevent or session.

To associate one or more tracks with a subevent or session

From the application-level menu, choose View > Site Map > Events > Sub-Events or Sessions.
Select the subevent or session with which you want to associate one or more tracks.
In the More Info form, click the select button in the Related Tracks field to select one or more tracks.

Associating Related Tracks

After creating tracks as described in Defining an Event you may find it helpful to associate one or more related tracks to a given track.

The following procedure describes how to associate related tracks.

To associate related tracks

From the application-level menu, choose View > Site Map > Events > Tracks.
In the Tracks list, select the track with which you want to associate one or more related tracks.
In the More Info form, click the select button in the Related Tracks field.

After you have associated related tracks, the Related Tracks field in the More Info form shows the name of one of the related tracks. To view all of the related tracks, click the select button in the Related Tracks field.

Using the Track Calendar

Using the Track Calendar, you can view the scheduled sessions for several tracks side-by-side in a day planner format.

The following procedure describes how to use the Track Calendar.

To use the Track Calendar

From the application-level menu, choose View > Site Map > Events > All Events.
In the Events list, click a name hyperlink of an event.
In the Sub-Events list, click the name hyperlink of a subevent.
Click the Track Calendar view tab.

Alternatively, you can view track-related subevents, sessions, and members in the standard list and form views by choosing the corresponding view tabs on the Tracks screen.

Associating Contacts with a Track

The following procedure describes how to associate contacts with a track.

To associate contacts with a track

From the application-level menu, choose View > Site Map > Events > Tracks.
In the Tracks list, select the track with which you want to associate one or more contacts.
Click the Members view tab. In the Members list, create a new record.

Viewing Track Members

The following procedure describes how to view the contact that are associated with a track, or track members.

To view track members

From the application-level menu, choose View > Site Map > Events > Tracks.
In the Tracks list, select a track, and then click the Members view tab.

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