Siebel Consumer Sector Guide > Deductions > Administrator Setup Procedures for Deductions >

Creating Activity Templates


Activity templates are created by an administrator and are blueprints for sets of activities. Activity templates can be invoked by end users to create activity plans.

To create Activity plan templates

  1. Navigate to the Administration - Data screen > Activity Templates view.
  2. In the Activity Templates list create a new record.
  3. From the Type field drop down list, choose the appropriate value.
  4. Click on the Activity Template Details view tab and create new records as necessary.

    For more information about creating activity templates, see Applications Administration Guide.

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