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Adding General Activities from the Calendar View in Siebel Medical Handheld

General activities and appointments must have the Planned Start and Duration fields populated in order to be displayed in the correct time slot on the Daily Calendar view.

To add a general activity in the Calendar view

1. Navigate to the Calendar screen.
2. From the Show drop-down list, select Daily, Weekly, or Monthly.
3. For My Weekly or My Monthly, select the day and time on which you want to schedule a general activity.
4. Tap the New Record button, then complete the necessary fields.

   Some of the fields are described in the following table:

   Field	Comments
   Type	The type of activity. The values displayed in this drop-down depend on the kind of activity.
   Description	Tap on the ellipsis to add comments or clarification to the activity.
   Type	Choose a general activity type from the drop-down list.
   Until	The end date of a repeating appointment. If you do not select a value, 12 more appointments will be scheduled.

5. To specify contact participants:
   1. From the Show drop-down list, select Contact Participants.
   2. Tap the New Record button.
   3. In the Add Contacts dialog box, select participants and then tap OK.
6. To specify employee participants:
   1. From the Show drop-down list, select Employee Participants.
   2. Tap the New Record button.

      The Participants list appears.

   3. Select participants, and then tap OK.