Siebel Life Sciences Guide > Objectives > Administrator Setup Procedures >

Adding Recommended Activities to an Objective

You can add one or more recommended activities to an objective. Recommended activities:

To add recommended activities to an objective

  1. From the application-level menu, choose View > Site Map > Objectives screen.
  2. In the Objectives list, select the objective to which you want to add an activity.
  3. Click the Contact Status view tab, add a record to the Activities list, and complete the necessary fields.

    4. Some of the fields in an Activities record are described in the following table.

    Fields
    Comments
    Type
    The type of activity to be performed; for example, an assessment or presentation.
    Assessment Template
    The name of the assessment template assigned to the recommended activity. If the recommended activity requires an assessment to be carried out, the relevant assessment template can be associated with the recommended activity. For information on assessment templates, see Applications Administration Guide.
    Planned Completion
    The suggested date the recommended activity ends; the default is the objective period end date. If you choose to edit it, the date must come after the planned start date for the recommended activity, and must fall within the period assigned to the parent objective.
    Planned Start
    The suggested date the recommended activity begins; the default is the objective period start date. If you choose to edit it, the date must fall within the period assigned to the parent objective.
    Products
    Each activity can have one or more products associated with it. The choice of products is restricted to products that are already associated with the objective. To add products to an objective, see Creating an Objective.

NOTE:  Recommended activities can only be performed on products that have been added to an objective.


 Siebel Life Sciences Guide 
 Published: 18 April 2003