Siebel Consumer Sector Guide > Objectives > Administrator Procedures >

Adding Recommended Activities to an Objective

You can add one or more recommended activities to an objective. Recommended activities:

To add recommended activities to an objective

  1. From the application-level menu, choose View > Site Map > Data Administration > Objectives.
  2. In the Objectives list, select the objective to which you want to add an activity.
  3. Click the Activities view tab, add a record to the Activities list, and complete the necessary fields.

Some of the fields in the Activities view are described in Table 38.

Table 38. Some Fields in the Activities View
Fields
Comments
Activity Type
The type of activity to be performed; for example, a retail assessment or presentation.
Planned Start
The suggested date the recommended activity begins; the default is the objective period start date. If you choose to edit it, the date must fall within the period assigned to the parent objective.
Planned Completion
The suggested date the recommended activity ends; the default is the objective period end date. If you choose to edit it, the date must come after the planned start date for the recommended activity, and must fall within the period assigned to the parent objective.
Products
Each activity can have one or more products associated with it. The choice of products is restricted to products that are already associated with the objective.
Assessment Template
The name of the assessment template assigned to the recommended activity. If the recommended activity requires an assessment to be carried out, the relevant assessment template can be associated with the recommended activity. For information on assessment templates, see Siebel Applications Administration Guide.


 Siebel Consumer Sector Guide 
 Published: 18 April 2003