Bookshelf v7.5: Activity Templates View

The Activity Templates view creates activity plan templates for all Siebel applications. Any number of activities may be associated with these templates. Table 13 describes items in activity templates records.

Table 13. Selected Item in the Activity Templates View
Item	Description
Public	When selected, this check box indicates that the information can be accessed by customer and partner applications, as well as by employee applications.
Auto Trigger	This check box provides the activities from this template to a sales stage, when the sales stage is set for an opportunity.

Service Details Subview

The Service Details subview associates multiple activities with each activity template. This subview has tabs for associating steps, skills, parts and tools, and instructions with an activity.

Table 14. Selected Item in the Service Details Subview
Item	Description
Breakable	When selected, allows Optimizer to insert a break into an activity. For information about Optimizer, see Scheduling and Dispatch.
Category	Category under which the activities will fall. For information about the effects of selections in field, see About the Category Field.
Duration	Complete duration of the activity, expressed in minutes, and calculated as work time + break time.
Lead Time	Duration of travel to or other preparation for the activity.
Lock Assignment	When selected, prevents reassignment of the activities.
Units	Units of measure for Lead Time field.
Work Time	Duration of work.