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Track Management Tasks

As described in Defining an Event a track in Siebel Events Management is a featured topic or theme at an event. For example, a biotech investment conference may establish three tracks: Genomics, Computers, and Pharmaceutical.

In Defining an Event you created tracks and associated them with events. In this chapter, you complete the following additional track-related tasks:

• Associating tracks with events and sessions. Identify a track that needs to have one or more sessions associated with it, and then select those sessions from a list.
• Associating related tracks. Select a track, identify other tracks that are related to the selected track, and then associate those related tracks with the selected track.
• Using the Tracks Calendar. Select an event and view all of the event's tracks, and all of the sessions that make up those tracks, side by side in a day-planner format.
• Associating contacts with a track. Create a list of the members in a given track by selecting contacts and associating them with the track.
• Viewing track members. View a list of the contacts associated with a track.

Associating Tracks with Events and Sessions

A track is typically comprised of one or more sessions. Therefore, after creating tracks and associating them with events, you need to add one or more sessions to each track of the event.

NOTE:  Tracks can be related to one another.

The following procedure describes how to associate one or more sessions with a track.

To associate one or more sessions with a track

1. Navigate to the Site Map > Events > Tracks view.
2. In the Tracks list, select the track with which you want to associate the session or sessions.
3. Drill down on the Track Name.
4. Click the Related Events view tab.
5. In the Related Events list, create a new record.
6. To associate the track with a session within the event, in the Sessions list, create a new record.

Associating Related Tracks

After creating tracks, you may find it helpful to associate one or more related tracks to a given track.

The following procedure describes how to associate related tracks to events.

To associate related tracks

1. Navigate to the Site Map > Events > Tracks view.
2. In the Tracks list, select the track with which you want to associate.
3. In the More Info form, click the select button in the Related Tracks field.

After you have associated related tracks, the Related Tracks field in the More Info form shows the name of one of the related tracks.

To view all related tracks

• To view all of the related tracks, click the select button in the Related Tracks field.

Using the Track Calendar

Using the Track Calendar, you can view the scheduled sessions for several tracks side by side in a day-planner format.

The following procedure describes how to use the Track Calendar.

To use the Track Calendar

1. Navigate to the Site Map > Events > Event Plans view.
2. From the visibility filter, select All Events.
3. In the All Events list, select and drill down on the Event Plan Name.
4. Click the Schedule view tab and then click Events.
5. In the Events list, drill down on the Event Name.
6. Click the Schedule view tab, and then click Track Calendar.

Alternatively, you can view track-related events, sessions, and members in the standard list and form views by choosing the corresponding view tabs on the Tracks screen.

Associating Contacts with a Track

The following procedure describes how to associate contacts with a track.

To associate contacts with a track

1. Navigate to the Site Map > Events > Tracks view.
2. In the Tracks list, select and drill down on the track with which you want to associate the contact.
3. Click the Members view tab.
4. In the Members list, create a new record, and complete the necessary fields.

Viewing Track Members

The following procedure describes how to view the contact that are associated with a track, or track members.

To view track members

1. Navigate to the Site Map > Events > Tracks view.
2. In the Tracks list, select and drill down on the Track Name.
3. Click the Members view tab.