Siebel Public Sector Guide > Managing All Cases >

Arranging Case Meetings

You can use the Calendar view to schedule a meeting. When you schedule a meeting for a case, the meeting also appears in the Activities view of the Cases screen. For more information about administering and using the calendar, see Siebel Applications Administration Guide and Siebel Fundamentals.

This task is a step in Roadmap for Managing Cases.

To arrange a case meeting

1. Navigate to the Cases screen, then the Case List view.
2. Drill down on the Case Name field of the case record.
3. Click the Calendar view tab.
4. In the Calendar view, select a date, and create a new record.
5. In the calendar form, complete the fields as appropriate.