Siebel Applications Administration Guide > Activities >

Creating Activities (End User)

Using activities, you can assess the investment in time and resources to maintain and grow account relationships. Sales managers also have a record of the activities of their sales representatives as they manage account relationships. Sales teams can use activities to avoid duplicating efforts across the team, and to share information about pending and completed activities.

Activities that are assigned specific dates and times appear on both the Activities and the Calendar screens. For more information, see Siebel Fundamentals.

NOTE:  The My To Do filter allows you to view each activity that has been designated as a To Do item using the Display In field. Choose My To Do List from the visibility filter to access this feature. You can further refine the To Do List by using the predefined queries that appear in the Queries drop-down list. For example, if you select the Uncompleted Activities query, the To Do items that do not have a status of Done appear. You can also view uncompleted To Do items in the To Do list that appears on the calendar screen. This list, by default, shows only To Do items that are not yet complete.

To create an activity

1. Navigate to the Activities screen, then the Activity List view.
2. In the Activity List, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   New	Displays an asterisk when ownership is changed from the activity creator to another user. This field is automatically cleared when the new owner views activity details by drilling down on the Type field.
   Description	Type text for additional information about the activity.
   Type	Select the activity type. Default values include Call, Correspondence, and Email.
   Account	Select the account associated with the activity.
   Due	Select the date and time by which the activity must be completed.
   Status	Select a status for the activity. Default values include Acknowledged, Cancelled, Declined, Scheduled, and Completed.
   Priority	Select a value for the priority for the activity. Default values include 1-ASAP, 2-High, 3-Medium, and 4-Low.
   Comments	Type text for activity notes and information to share with the team.
   Start	Select the date and time for the activity creation.
   Duration	Select a value for the duration of the activity. Default values are in minute segments, for example 5, 10, 15, and 20.
   End	Select the proposed date and time for the activity completion.
   Private	Select the check box to indicate the activity is visible only to the users listed in the Employees field and the Siebel administrator.
   Opportunity	Select an opportunity for the activity.
   Owner	Select the primary employee associated with the activity. The default value is the user ID for the creator of the activity. The new Owner value that you select replaces the primary employee that appears in the Employee field. Conversely, if you add a new primary to the Employee field, this new primary appears in the Owner field.
   Employees	Select the user ID of the activity creator. You can select multiple employees for an activity, but only one employee can be designated as primary.
   Display In	Select a value that determines where an activity appears. The field has the following values: Calendar and Activities, To Do and Activities, Activities Only, Communication and Activities. If, for example, you want an activity to appear in your calendar, you must set the Display In field to Calendar and Activities and make sure that the activity has a start time. If you set the Type field to To Do, the Display In field automatically changes to To Do and Activities. On the home page, To Do activities appear in the My Activities list and do not appear in the My Calendar list. If you select Communication and Activities and Email - Inbound type, the activity appears in the Comm Inbound Item List Applet in the Inbound Item List view of the Communications screen.
   Billable	Select the check box to indicate the activity is a revenue-generating event.
   Alarm	Select the check box to set the activity reminder. A reminder dialog box appears when the activity is due. You can either set an alarm for an individual activity, or you can set a default alarm for all your activities. For more information, see Siebel Fundamentals.
   Repeat Until	Select the date and time for the last interval of the final meeting in the series.
   Repeat Frequency	Select a value for the interval at which the activity repeats. Default values include daily, weekly, monthly, and yearly.
   Created	Displays the date and time the activity was created.
   Created By	Displays the user ID of the activity creator.

3. Drill down on the type field of the record, and click the More Info view tab to complete more fields.

   Some fields are described in the following table.

   Field	Comments
   Activity #	Displays the account number associated with the selected account.
   Global Owner	Select the employee who is responsible for the activity.
   Meeting Location	Type the location information to share with the sales team. Examples of meeting locations are Conference Room B and Main Campus Facility.
   Cost Estimate	Type the monetary value associated with the activity.
   Price List	Select the price list that is associated with a billable activity.
   Rate List	Select the rate list associated with a billable activity.
   Project	Select the project for the activity.
   Category	Select a value to specify a category for the activity. Service related activities are often created by one individual (such as a call center agent) and completed by another individual (such as a service repair representative). Consequently, when a service related category value is selected (such as Diagnostic, Field Engineer Activity, Preventative Maintenance or Other), the owner of the activity is deleted so that the activity is unassigned. The user can then reassign the activity by adding a new value to the owner field. If you are using Siebel Assignment Manager, the activity is automatically reassigned.
   Audience	Select a value to specify the audience that can view the activity. Examples of values are employees, partners, and customers.