Siebel Consumer Sector Guide > Objectives > Administrator Procedures for Objectives >

Creating an Objective

You must complete this task before performing the remaining tasks in this chapter.

To create an objective

1. Navigate to the Administration - Data screen > Objectives view.
2. In the Objectives list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   End Date	The ending date of an objective. It must fall within the objective's time period.
   Objective	The name of the objective.
   Description	The purpose of the objective.
   Type	The type of objective being created; for example, a promotion or a marketing type of objective.
   Parent Objective	The name of an objective's parent objective, if applicable. The parent objective defines some of the criteria for its child objectives. for instance, child objectives are constrained to the products associated with the parent objective, if any. You can create parent objectives without completing the Parent Objective field. You must complete the Parent Objective field when creating child objectives. Parent-child relationships between Objectives can be viewed in the Objectives Explorer view.
   Period	The period of time during which an objective must be completed.
   Start Date	The beginning date of an objective. It must fall within the objective's time period.
   Organization	The organization constrains the target accounts that are available to associate with the objective.
   Team	Multiple people can be assigned to the Objective's team, and any user with the ability to create objectives can assign objective team members.

   If you wish to create recurring objectives, you can do the following:

   • Change the period of an existing objective (if no visits have been scheduled).
   • Copy an existing objective and apply a new period to it.
   • Use a workflow to schedule monthly visits. For more information, see Siebel Business Process Designer Administration Guide.