Siebel Life Sciences Guide > Using Personalized Content Delivery > Working with Messaging Plans >

Revising Messaging Plans


You can only revise a messaging plan with status of Released. Revising a messaging plan creates a new copy of the original messaging plan and increments the version number. After you make modifications, the new version of the messaging plan can be released.

You can also specify a Start Date and an Expiry Date for a messaging plan. Release Date, Start Date and Expiry Date control when users with access to a messaging plan can start to use the messaging plan in PCD Viewer during calls with customers.

NOTE:  When you revise a messaging plan, a new version number is created and the revised messaging plan must go through the same approval process before it become active. When the new version is active, the older version does not become inactive.

To revise a messaging plan

  1. Navigate to the Messaging Plans screen, then the Messaging Plan List view.
  2. In the Messaging Plan list, select a record that has a status of Released.
  3. Click Revise, and enter the revised information for the messaging plan.

Two or more versions of a messaging plan can be active simultaneously. A messaging plan is active if the release date is before or is today's date, and is before the expiration date. When you load messaging plans in PCD Viewer, only the highest, active version of a messaging plan is loaded. For more information about loading messaging plans in PCD Viewer, see Availability of Messaging Plans in the PCD Viewer.

Siebel Life Sciences Guide Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Legal Notices.