Getting Started with Siebel Offline Client for Life Sciences > Working with the Asset Message Planner > Working with Message Plans >
Adding or Changing Message Plan Details
You can add or update message plan details in the Message Plan tab in the Message Plan Details section. To add or change message plan details
- From the list of message plans in the quick bar on the left, select a plan, and then click Review.
- In the Message Plan Details section, click the Message Plan tab.
- Complete or update the following fields:
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Name |
The name of the message plan, for example, My Advanced Drug. This name appears in the Message Plan banner at the top of the Message Planning palette. |
Type |
The type of message plan. Examples are: Product Launch, Targeted Messaging, and Signature. |
Release Date |
The date of the message plan is made available. |
Verification Status |
The verification status for this asset. Examples are: Failed, Not Verified, and Successful. |
Description |
A brief description of the message plan. |
Comments |
Any other miscellaneous user notes. |
Start Date |
The date on which the message plan becomes valid and can be shown to customers. |
Expiration Date |
The date from which the message plan is no longer valid. |
Disclosure |
This check box indicates that a disclosure message plan item must be selected in the message plan. The check box on each message plan item in the palette area identifies which message plan item is the disclosure message. |
NOTE: The fields for a message plan are common for all message plan items that make up a message plan. When you click an editable field, picklists, text boxes, and date selectors appear automatically depending on the field type.
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