Siebel Healthcare Guide > Managing Group Policies >
Defining Activity Plan Templates for Group Policies
Activity Plan Templates allow you to create and manage activities related to group policies. You define templates using the Administration - Data screen Activity Templates and Activity Template Details views. To create an activity plan template
- Navigate to Site Map > Administration - Data > Activity Templates.
- In the Activity Plan Templates list, add a record.
- In the Name field, type a name for the template.
- In the Type field, choose FINS Group Policy.
- Complete the remaining necessary fields.
For more information, see Siebel Applications Administration Guide. To create activities for the template
- Navigate to Site Map > Administration - Data > Activity Templates.
- In the Activity Plan Templates list, select a template.
- Click the Activity Template Details view tab.
- In the Activity Template Details list, add a record.
- Complete the necessary fields for each activity assigned to the template.
- From the drop-down list, choose an activity type.
NOTE: Repeat Step 2 through Step 6 to add activities to the template.
- Save the activity.
|