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Siebel Events Management Guide > Preparing for an Event > End-User Procedures for Preparing for an Event > Activity and Staff Management TasksAn activity in Events Management is an action item, such as create collateral, that needs to be assigned and completed prior to or during the event. In Defining an Event you created activity templates (optional) and added activities to events. In this chapter, you can follow-up by adding staff, which includes speakers, and assigning them to sessions and specific activities. After activities are assigned, you can use your Siebel application to monitor the progress of activities. Adding Staff to an Event or a SessionThe Staff view in the Events and Sessions screens provides a quick way to add information about individuals with event responsibilities, including both employees and nonemployees, such as speakers, contractors, and vendors. While you are adding staff, you can reference the Staff Calendar to view the availability of staff members and speakers. It is a good business practice to add staff members as contacts and their organizations as accounts before you define the event staff. See Defining an Event for more information. The following procedure describes how to add an existing employee or contact to an event. To add a staff member to an event
The following procedure describes how to add a staff member to an individual session. After a staff member is added, the session appears on the staff member's calendar. To add a staff member to a session
The following procedure describes how to view staff member and speaker availability.
Working with Event ActivitiesEvent activities are assigned to event team members—employees from the event-hosting organization who have operational responsibilities for event planning, preparation, and implementation. Some activities may be more appropriately assigned to people outside the event-hosting organization, such as vendor or venue representatives, or organizational employees who are not on the event team. Together, event team members and other people with event responsibilities are called event staff. In order to assign an event to an event staff member using Siebel Events Management, the individual must be listed in the Siebel System Person table. NOTE: An activity related to an event is assigned in the Events list, not in the Sessions list, even if it is for a particular session within the event.
Monitoring Progress on Event ActivitiesYou can use Siebel Events Management to update and monitor the progress of event activities. The view tab you use to enter and view activity information depends on whether a given activity is part of an Activity Plan or a stand-alone activity. The following procedure describes how to track activities. To monitor progress of event activities
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Siebel Events Management Guide |