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Siebel eInsurance Guide > Group Policies > Administrator Procedures >

Defining Activity Plan Templates

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Activity Plan Templates allow you to create and manage activities related to group policies. You define templates using the Application Administration screen Activity Templates and Activity Template Details views.

To create an activity plan template

From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
In the Activity Plan Templates list, add a record.
In the Name field, type a name for the template.
In the Type field, choose FINS Group Policy.
Complete the remaining necessary fields.

For more information, see Siebel Applications Administration Guide.

To create activities for the template

From the application-level menu, choose View > Site Map > Application Administration > Activity Templates.
In the Activity Plan Templates list, select a template.
Click the Activity Template Details view tab.
In the Activity Template Details list, add a record.
Complete the necessary fields for each activity assigned to the template.
From the drop-down list, choose an activity type.

NOTE:  Repeat Step 2 through Step 6 to add activities to the template.

Save the activity.

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