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Creating a General Activity


End users use general activities to manage their own time and to keep their manager informed of their workload. Managers can also create general activities and assign them to members of their teams.

To create a general activity

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

    Some fields are described in the following table.

    Field
    Comments

    Duration

    The length of time, in minutes, that you expect the activity to take.

    Employees

    Delegate the activity to someone else. Select the appropriate employee and click OK. If you delegate an activity this way, the activity appears in the My Delegated Activities view.

    Type

    The type of activity. If you select Alert, the activity appears in the My Alerts view. The values displayed in this drop-down list depend on the value of the Activity field. For example, the activity types that you can select for a contact call are different from those that you can select for a general activity.

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