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Siebel eHealthcare Guide > Call Reports > End-User Procedures >

Associating Action Items, Notes, and Attachments

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After an end user has added a call report, they can associate it with action items, notes, and attachments.

To associate action items, notes, and attachments

Navigate to the Call Reports screen.
From the Show drop-down list, select My Call Reports.
In the Call Reports list, select a call report.
Click the Report Detail view tab.
In the Employee Participants and Contact Participants lists, add a new record as appropriate to capture report detail information.
To add notes or action items to the call report, click the appropriate button in the Call Report form:
Add Notes. To add notes or comments.
Add Action Items. To add an action item.
To attach external documents to a call report, click the Attachments view tab.
In the appropriate list, add a record and complete the necessary fields.

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